The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLEGION PUB LTD CO ORD SHS COM G0176J109 57,935 670,000 SH   SOLE 0 0 0 670,000
AMBARELLA INC SHS COM G037AX101 3,921 80,000 SH   SOLE 0 0 0 80,000
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 675 5,000 SH   SOLE 0 0 0 5,000
CREDICORP LTD COM COM G2519Y108 15,069 73,500 SH   SOLE 0 0 0 73,500
DELPHI AUTOMOTIVE PLC SHS COM G27823106 7,872 80,000 SH   SOLE 0 0 0 80,000
LUXOFT HLDG INC ORD SHS CL A COM G57279104 16,682 349,000 SH   SOLE 0 0 0 349,000
NIELSEN HLDGS PLC SHS EUR COM G6518L108 4,145 100,000 SH   SOLE 0 0 0 100,000
PROTHENA CORP PLC SHS COM G72800108 1,619 25,000 SH   SOLE 0 0 0 25,000
SINA CORP ORD COM G81477104 8,083 70,500 SH   SOLE 0 0 0 70,500
GARMIN LTD SHS COM H2906T109 302 5,600 SH   SOLE 0 0 0 5,600
TE CONNECTIVITY LTD REG SHS COM H84989104 249 3,000 SH   SOLE 0 0 0 3,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 69,085 605,900 SH   SOLE 0 0 0 605,900
FOAMIX PHARMACEUTICALS LTD SHS COM M46135105 944 170,000 SH   SOLE 0 0 0 170,000
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 18,860 400,000 SH   SOLE 0 0 0 400,000
LYONDELLBASELL INDUSTRIES N SHS - A - COM N53745100 297 3,000 SH   SOLE 0 0 0 3,000
YANDEX N V SHS CLASS A COM N97284108 23,889 725,000 SH   SOLE 0 0 0 725,000
AZURE PWR GLOBAL LTD SHS COM V0393H103 2,016 126,814 SH   SOLE 0 0 0 126,814
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 57,610 486,000 SH   SOLE 0 0 0 486,000
ABBVIE INC COM COM 00287Y109 66,542 748,841 SH   SOLE 0 0 0 748,841
ABIOMED INC COM COM 003654100 3,372 20,000 SH   SOLE 0 0 0 20,000
ACADIA PHARMACEUTICALS INC COM COM 004225108 7,157 190,000 SH   SOLE 0 0 0 190,000
ACTIVISION BLIZZARD INC COM COM 00507V109 45,092 699,000 SH   SOLE 0 0 0 699,000
ACUITY BRANDS INC COM COM 00508Y102 9,235 53,916 SH   SOLE 0 0 0 53,916
ADOBE SYS INC COM COM 00724F101 16,410 110,000 SH   SOLE 0 0 0 110,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 6,318 130,000 SH   SOLE 0 0 0 130,000
AETNA INC NEW COM COM 00817Y108 5,523 34,732 SH   SOLE 0 0 0 34,732
AFFILIATED MANAGERS GROUP COM COM 008252108 9,492 50,000 SH   SOLE 0 0 0 50,000
AGIOS PHARMACEUTICALS INC COM COM 00847X104 6,508 97,500 SH   SOLE 0 0 0 97,500
ALBEMARLE CORP COM COM 012653101 44,503 326,486 SH   SOLE 0 0 0 326,486
ALEXION PHARMACEUTICALS INC COM COM 015351109 6,650 47,400 SH   SOLE 0 0 0 47,400
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 241,134 1,396,180 SH   SOLE 0 0 0 1,396,180
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 17,059 77,000 SH   SOLE 0 0 0 77,000
ALPHABET INC CAP STK CL C COM 02079K107 41,922 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 41,870 43,000 SH   SOLE 0 0 0 43,000
AMAZON COM INC COM COM 023135106 33,647 35,000 SH   SOLE 0 0 0 35,000
AMERICAN EXPRESS CO COM COM 025816109 17,187 190,000 SH   SOLE 0 0 0 190,000
AMGEN INC COM COM 031162100 4,277 22,940 SH   SOLE 0 0 0 22,940
AMPLIFY SNACK BRANDS COM COM 03211L102 4,608 650,000 SH   SOLE 0 0 0 650,000
ANSYS INC COM COM 03662Q105 20,840 169,800 SH   SOLE 0 0 0 169,800
APPLE INC COM COM 037833100 91,054 590,800 SH   SOLE 0 0 0 590,800
APPLIED MATLS INC COM COM 038222105 469 9,000 SH   SOLE 0 0 0 9,000
ARRAY BIOPHARMA INC COM COM 04269X105 6,986 568,000 SH   SOLE 0 0 0 568,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 3,270 50,000 SH   SOLE 0 0 0 50,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 12,797 213,000 SH   SOLE 0 0 0 213,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 13,135 120,150 SH   SOLE 0 0 0 120,150
AVERY DENNISON CORP COM COM 053611109 236 2,400 SH   SOLE 0 0 0 2,400
BAIDU INC SPON ADR REP A ADR 056752108 55,362 223,515 SH   SOLE 0 0 0 223,515
BALL CORP COM COM 058498106 28,910 700,000 SH   SOLE 0 0 0 700,000
BANK OF THE OZARKS COM COM 063904106 38,680 805,000 SH   SOLE 0 0 0 805,000
BAXTER INTL INC COM COM 071813109 6,526 104,000 SH   SOLE 0 0 0 104,000
BIG LOTS INC COM COM 089302103 321 6,000 SH   SOLE 0 0 0 6,000
BITAUTO HLDGS LTD SPONSORED ADS COM 091727107 1,162 26,000 SH   SOLE 0 0 0 26,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 77,520 899,200 SH   SOLE 0 0 0 899,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 6,920 108,560 SH   SOLE 0 0 0 108,560
CBS CORP NEW CL B COM 124857202 11,020 190,000 SH   SOLE 0 0 0 190,000
CA INC COM COM 12673P105 467 14,000 SH   SOLE 0 0 0 14,000
CAPELLA EDUCATION COMPANY COM COM 139594105 8,418 120,000 SH   SOLE 0 0 0 120,000
CASCADIAN THERAPEUTICS INC COM NEW COM 14740B606 344 84,000 SH   SOLE 0 0 0 84,000
CATERPILLAR INC DEL COM COM 149123101 655 5,250 SH   SOLE 0 0 0 5,250
CAVCO INDS INC DEL COM COM 149568107 12,542 85,000 SH   SOLE 0 0 0 85,000
CELGENE CORP COM COM 151020104 73,340 502,949 SH   SOLE 0 0 0 502,949
CENTENE CORP DEL COM COM 15135B101 17,225 178,000 SH   SOLE 0 0 0 178,000
CHILDRENS PL INC COM COM 168905107 236 2,000 SH   SOLE 0 0 0 2,000
CHINA LODGING GROUP LTD SPONSORED ADR ADR 16949N109 713 6,000 SH   SOLE 0 0 0 6,000
CHURCH & DWIGHT INC COM COM 171340102 11,957 246,800 SH   SOLE 0 0 0 246,800
CINEMARK HOLDINGS INC COM COM 17243V102 7,242 200,000 SH   SOLE 0 0 0 200,000
CISCO SYS INC COM COM 17275R102 17,488 520,000 SH   SOLE 0 0 0 520,000
COGNEX CORP COM COM 192422103 31,430 285,000 SH   SOLE 0 0 0 285,000
COHERUS BIOSCIENCES INC COM COM 19249H103 934 70,000 SH   SOLE 0 0 0 70,000
COMCAST CORP NEW CL A COM 20030N101 23,103 600,400 SH   SOLE 0 0 0 600,400
COOPER COS INC COM NEW COM 216648402 71,228 300,400 SH   SOLE 0 0 0 300,400
CTRIP COM INTL LTD AMERICAN DEP SHS COM 22943F100 2,004 38,000 SH   SOLE 0 0 0 38,000
CURTISS WRIGHT CORP COM COM 231561101 314 3,000 SH   SOLE 0 0 0 3,000
DANA INCORPORATED COM COM 235825205 419 15,000 SH   SOLE 0 0 0 15,000
DISNEY WALT CO COM DISNEY COM 254687106 39,822 404,000 SH   SOLE 0 0 0 404,000
DOLLAR GEN CORP NEW COM COM 256677105 567 7,000 SH   SOLE 0 0 0 7,000
DOVER CORP COM COM 260003108 420 4,600 SH   SOLE 0 0 0 4,600
DOWDUPONT INC COM ADDED COM 26078J100 18,692 270,000 SH   SOLE 0 0 0 270,000
EAST WEST BANCORP INC COM COM 27579R104 124,917 2,089,611 SH   SOLE 0 0 0 2,089,611
EATON VANCE CORP COM NON VTG COM 278265103 19,748 400,000 SH   SOLE 0 0 0 400,000
ECOLAB INC COM COM 278865100 10,289 80,000 SH   SOLE 0 0 0 80,000
ELECTRONIC ARTS INC COM COM 285512109 7,674 65,000 SH   SOLE 0 0 0 65,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 40,926 1,486,066 SH   SOLE 0 0 0 1,486,066
EVOLENT HEALTH INC CL A COM 30050B101 4,361 245,000 SH   SOLE 0 0 0 245,000
EXACT SCIENCES CORP COM COM 30063P105 7,681 163,000 SH   SOLE 0 0 0 163,000
EXELIXIS INC COM COM 30161Q104 7,972 329,000 SH   SOLE 0 0 0 329,000
EXPEDIA INC DEL COM NEW COM 30212P303 6,477 45,000 SH   SOLE 0 0 0 45,000
FACEBOOK INC CL A COM 30303M102 84,581 495,000 SH   SOLE 0 0 0 495,000
FAIR ISAAC CORP COM COM 303250104 33,018 235,000 SH   SOLE 0 0 0 235,000
FEDEX CORP COM COM 31428X106 541 2,400 SH   SOLE 0 0 0 2,400
FIBROGEN INC COM COM 31572Q808 10,706 199,000 SH   SOLE 0 0 0 199,000
58 COM INC SPON ADR REP A ADR 31680Q104 2,002 31,700 SH   SOLE 0 0 0 31,700
51JOB INC SP ADR REP COM ADR 316827104 24,002 396,000 SH   SOLE 0 0 0 396,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 81,618 781,336 SH   SOLE 0 0 0 781,336
FIRST SOLAR INC COM COM 336433107 4,665 101,679 SH   SOLE 0 0 0 101,679
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS ADR 344419106 5,906 61,820 SH   SOLE 0 0 0 61,820
GILEAD SCIENCES INC COM COM 375558103 16,274 200,870 SH   SOLE 0 0 0 200,870
GLAUKOS CORP COM COM 377322102 5,313 161,000 SH   SOLE 0 0 0 161,000
GLOBAL WTR RES INC COM COM 379463102 2,236 237,392 SH   SOLE 0 0 0 237,392
GRAND CANYON ED INC COM COM 38526M106 103,561 1,140,290 SH   SOLE 0 0 0 1,140,290
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B ADR 399909100 3,582 69,500 SH   SOLE 0 0 0 69,500
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 65,272 342,059 SH   SOLE 0 0 0 342,059
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 4,337 45,000 SH   SOLE 0 0 0 45,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 5,731 235,165 SH   SOLE 0 0 0 235,165
HOME DEPOT INC COM COM 437076102 57,312 350,404 SH   SOLE 0 0 0 350,404
IAC INTERACTIVECORP COM COM 44919P508 67,256 572,000 SH   SOLE 0 0 0 572,000
IPG PHOTONICS CORP COM COM 44980X109 76,993 416,042 SH   SOLE 0 0 0 416,042
IGNYTA INC COM COM 451731103 1,235 100,000 SH   SOLE 0 0 0 100,000
IMAX CORP COM COM 45245E109 9,060 400,000 SH   SOLE 0 0 0 400,000
INTEL CORP COM COM 458140100 1,066 28,000 SH   SOLE 0 0 0 28,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 14,084 205,000 SH   SOLE 0 0 0 205,000
INTUIT COM COM 461202103 19,310 135,850 SH   SOLE 0 0 0 135,850
ISHARES INC MSCI BRZ CAP ETF COM 464286400 7,046 169,000 SH   SOLE 0 0 0 169,000
ISHARES TR US REGNL BKS ETF COM 464288778 708 15,000 SH   SOLE 0 0 0 15,000
ISHARES BRAZIL SM-CP ETF COM 464289131 2,734 161,500 SH   SOLE 0 0 0 161,500
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 6,509 475,142 SH   SOLE 0 0 0 475,142
JABIL INC COM COM 466313103 228 8,000 SH   SOLE 0 0 0 8,000
JD COM INC SPON ADR CL A ADR 47215P106 8,480 222,000 SH   SOLE 0 0 0 222,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 2,883 115,543 SH   SOLE 0 0 0 115,543
JOHNSON & JOHNSON COM COM 478160104 76,072 585,126 SH   SOLE 0 0 0 585,126
KAR AUCTION SVCS INC COM COM 48238T109 9,882 207,000 SH   SOLE 0 0 0 207,000
KADANT INC COM COM 48282T104 32,522 330,000 SH   SOLE 0 0 0 330,000
KAISER ALUMINUM CORP COM PAR $0.01 COM 483007704 309 3,000 SH   SOLE 0 0 0 3,000
LCI INDS COM COM 50189K103 31,280 270,000 SH   SOLE 0 0 0 270,000
LAS VEGAS SANDS CORP COM COM 517834107 7,828 122,000 SH   SOLE 0 0 0 122,000
LAUDER ESTEE COS INC CL A COM 518439104 17,945 166,400 SH   SOLE 0 0 0 166,400
LEAR CORP COM NEW COM 521865204 519 3,000 SH   SOLE 0 0 0 3,000
LILLY ELI & CO COM COM 532457108 25,742 300,940 SH   SOLE 0 0 0 300,940
MASTEC INC COM COM 576323109 7,888 170,000 SH   SOLE 0 0 0 170,000
MASTERCARD INCORPORATED CL A COM 57636Q104 78,634 556,900 SH   SOLE 0 0 0 556,900
MAXIMUS INC COM COM 577933104 12,255 190,000 SH   SOLE 0 0 0 190,000
MELCO RESORT ENTERTAINMENT L ADR ADR 585464100 3,739 155,000 SH   SOLE 0 0 0 155,000
MERCK & CO INC COM COM 58933Y105 5,443 85,000 SH   SOLE 0 0 0 85,000
MICROSOFT CORP COM COM 594918104 24,582 330,000 SH   SOLE 0 0 0 330,000
MICROCHIP TECHNOLOGY INC COM COM 595017104 8,655 96,400 SH   SOLE 0 0 0 96,400
MIDDLEBY CORP COM COM 596278101 52,037 406,000 SH   SOLE 0 0 0 406,000
MINERVA NEUROSCIENCES INC COM COM 603380106 722 95,000 SH   SOLE 0 0 0 95,000
MOMO INC ADR ADR 60879B107 8,775 280,000 SH   SOLE 0 0 0 280,000
MONDELEZ INTL INC CL A COM 609207105 285 7,000 SH   SOLE 0 0 0 7,000
MOODYS CORP COM COM 615369105 348 2,500 SH   SOLE 0 0 0 2,500
MOTOROLA SOLUTIONS INC COM NEW COM 620076307 424 5,000 SH   SOLE 0 0 0 5,000
MYOKARDIA INC COM COM 62857M105 643 15,000 SH   SOLE 0 0 0 15,000
NASDAQ INC COM COM 631103108 50,048 645,200 SH   SOLE 0 0 0 645,200
NETEASE INC SPONSORED ADR ADR 64110W102 105,872 401,319 SH   SOLE 0 0 0 401,319
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 9,069 148,000 SH   SOLE 0 0 0 148,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 19,241 218,000 SH   SOLE 0 0 0 218,000
NIKE INC CL B COM 654106103 15,674 302,300 SH   SOLE 0 0 0 302,300
NUANCE COMMUNICATIONS INC COM COM 67020Y100 18,864 1,200,000 SH   SOLE 0 0 0 1,200,000
NVIDIA CORP COM COM 67066G104 33,966 190,000 SH   SOLE 0 0 0 190,000
OBALON THERAPEUTICS INC COM COM 67424L100 572 60,000 SH   SOLE 0 0 0 60,000
ORMAT TECHNOLOGIES INC COM COM 686688102 5,397 88,406 SH   SOLE 0 0 0 88,406
PAYPAL HLDGS INC COM COM 70450Y103 42,503 663,800 SH   SOLE 0 0 0 663,800
PFIZER INC COM COM 717081103 3,271 91,630 SH   SOLE 0 0 0 91,630
POOL CORPORATION COM COM 73278L105 61,657 570,000 SH   SOLE 0 0 0 570,000
PRAXAIR INC COM COM 74005P104 1,981 14,173 SH   SOLE 0 0 0 14,173
PRICELINE GRP INC COM NEW COM 741503403 41,669 22,760 SH   SOLE 0 0 0 22,760
PROGRESSIVE CORP OHIO COM COM 743315103 44,964 928,617 SH   SOLE 0 0 0 928,617
PROOFPOINT INC COM COM 743424103 6,542 75,000 SH   SOLE 0 0 0 75,000
PROSPERITY BANCSHARES INC COM COM 743606105 29,578 450,000 SH   SOLE 0 0 0 450,000
PROTO LABS INC COM COM 743713109 38,226 476,036 SH   SOLE 0 0 0 476,036
RALPH LAUREN CORP CL A COM 751212101 309 3,500 SH   SOLE 0 0 0 3,500
ROCKWELL AUTOMATION INC COM COM 773903109 20,031 112,400 SH   SOLE 0 0 0 112,400
ROLLINS INC COM COM 775711104 20,302 440,000 SH   SOLE 0 0 0 440,000
SCOTTS MIRACLE GRO CO CL A COM 810186106 64,244 660,000 SH   SOLE 0 0 0 660,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 63,622 827,125 SH   SOLE 0 0 0 827,125
SERVICE CORP INTL COM COM 817565104 69,552 2,016,000 SH   SOLE 0 0 0 2,016,000
SIGNATURE BK NEW YORK N Y COM COM 82669G104 60,513 472,613 SH   SOLE 0 0 0 472,613
SMITH A O COM COM 831865209 31,606 531,817 SH   SOLE 0 0 0 531,817
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 5,958 208,697 SH   SOLE 0 0 0 208,697
SOUTHSIDE BANCSHARES INC COM COM 84470P109 15,998 440,000 SH   SOLE 0 0 0 440,000
STARBUCKS CORP COM COM 855244109 14,770 275,000 SH   SOLE 0 0 0 275,000
STERICYCLE INC COM COM 858912108 3,223 45,000 SH   SOLE 0 0 0 45,000
SUNRUN INC COM COM 86771W105 3,717 669,778 SH   SOLE 0 0 0 669,778
SYNCHRONY FINL COM COM 87165B103 13,972 450,000 SH   SOLE 0 0 0 450,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 14,640 300,000 SH   SOLE 0 0 0 300,000
TJX COS INC NEW COM COM 872540109 11,487 155,800 SH   SOLE 0 0 0 155,800
TPI COMPOSITES INC COM COM 87266J104 18,680 836,172 SH   SOLE 0 0 0 836,172
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 40,178 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP SPONSORED ADS COM 874080104 8,765 260,000 SH   SOLE 0 0 0 260,000
TARGET CORP COM COM 87612E106 354 6,000 SH   SOLE 0 0 0 6,000
TATA MTRS LTD SPONSORED ADR ADR 876568502 1,251 40,000 SH   SOLE 0 0 0 40,000
TESLA INC COM COM 88160R101 4,210 12,343 SH   SOLE 0 0 0 12,343
THERMO FISHER SCIENTIFIC INC COM COM 883556102 22,224 117,465 SH   SOLE 0 0 0 117,465
TIMKEN CO COM COM 887389104 320 6,600 SH   SOLE 0 0 0 6,600
TOTAL SYS SVCS INC COM COM 891906109 262 4,000 SH   SOLE 0 0 0 4,000
TRUPANION INC COM COM 898202106 10,564 400,000 SH   SOLE 0 0 0 400,000
TYSON FOODS INC CL A COM 902494103 740 10,500 SH   SOLE 0 0 0 10,500
UNITEDHEALTH GROUP INC COM COM 91324P102 110,518 564,300 SH   SOLE 0 0 0 564,300
UNIVERSAL DISPLAY CORP COM COM 91347P105 4,322 33,540 SH   SOLE 0 0 0 33,540
VAIL RESORTS INC COM COM 91879Q109 25,093 110,000 SH   SOLE 0 0 0 110,000
VERTEX PHARMACEUTICALS INC COM COM 92532F100 2,889 19,000 SH   SOLE 0 0 0 19,000
VISHAY INTERTECHNOLOGY INC COM COM 928298108 564 30,000 SH   SOLE 0 0 0 30,000
VISTEON CORP COM NEW COM 92839U206 20,422 165,000 SH   SOLE 0 0 0 165,000
WALGREENS BOOTS ALLIANCE INC COM COM 931427108 9,652 125,000 SH   SOLE 0 0 0 125,000
WATERS CORP COM COM 941848103 269 1,500 SH   SOLE 0 0 0 1,500
WATSCO INC COM COM 942622200 26,577 165,000 SH   SOLE 0 0 0 165,000
WEIBO CORP SPONSORED ADR ADR 948596101 3,859 39,000 SH   SOLE 0 0 0 39,000
WESTROCK CO COM COM 96145D105 12,821 226,000 SH   SOLE 0 0 0 226,000
WYNN RESORTS LTD COM COM 983134107 8,191 55,000 SH   SOLE 0 0 0 55,000
XYLEM INC COM COM 98419M100 43,590 696,000 SH   SOLE 0 0 0 696,000
YY INC ADS REPCOM CLA COM 98426T106 1,406 16,200 SH   SOLE 0 0 0 16,200