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
ABBVIE INC COM COM 00287Y109 68,455 707,841 SH   SOLE 0 0 0 707,841
ACADIA PHARMACEUTICALS INC COM COM 004225108 6,323 210,000 SH   SOLE 0 0 0 210,000
ACTIVISION BLIZZARD INC COM COM 00507V109 44,261 699,000 SH   SOLE 0 0 0 699,000
ACUITY BRANDS INC COM COM 00508Y102 6,962 39,556 SH   SOLE 0 0 0 39,556
ADOBE SYS INC COM COM 00724F101 17,524 100,000 SH   SOLE 0 0 0 100,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 7,768 130,000 SH   SOLE 0 0 0 130,000
AETNA INC NEW COM COM 00817Y108 6,265 34,732 SH   SOLE 0 0 0 34,732
AFFILIATED MANAGERS GROUP COM COM 008252108 10,262 50,000 SH   SOLE 0 0 0 50,000
ALBEMARLE CORP COM COM 012653101 40,189 314,245 SH   SOLE 0 0 0 314,245
ALEXION PHARMACEUTICALS INC COM COM 015351109 5,704 47,700 SH   SOLE 0 0 0 47,700
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 246,089 1,427,180 SH   SOLE 0 0 0 1,427,180
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 19,518 77,000 SH   SOLE 0 0 0 77,000
ALPHABET INC CAP STK CL C COM 02079K107 47,830 45,709 SH   SOLE 0 0 0 45,709
ALPHABET INC CAP STK CL A COM 02079K305 45,296 43,000 SH   SOLE 0 0 0 43,000
AMAZON COM INC COM COM 023135106 40,931 35,000 SH   SOLE 0 0 0 35,000
AMERICAN EXPRESS CO COM COM 025816109 21,848 220,000 SH   SOLE 0 0 0 220,000
AMERISOURCEBERGEN CORP COM COM 03073E105 2,938 32,000 SH   SOLE 0 0 0 32,000
AMGEN INC COM COM 031162100 3,468 19,940 SH   SOLE 0 0 0 19,940
AMPLIFY SNACK BRANDS COM COM 03211L102 7,806 650,000 SH   SOLE 0 0 0 650,000
ANSYS INC COM COM 03662Q105 16,943 114,800 SH   SOLE 0 0 0 114,800
ANTHEM INC COM COM 036752103 1,125 5,000 SH   SOLE 0 0 0 5,000
APPLE INC COM COM 037833100 102,689 606,800 SH   SOLE 0 0 0 606,800
AUTOHOME INC SP ADR RP CL A ADR 05278C107 14,033 217,000 SH   SOLE 0 0 0 217,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 16,014 136,650 SH   SOLE 0 0 0 136,650
BAIDU INC SPON ADR REP A ADR 056752108 58,439 249,515 SH   SOLE 0 0 0 249,515
BAXTER INTL INC COM COM 071813109 5,546 85,800 SH   SOLE 0 0 0 85,800
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 81,705 869,200 SH   SOLE 0 0 0 869,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 7,541 123,060 SH   SOLE 0 0 0 123,060
CBS CORP NEW CL B COM 124857202 11,210 190,000 SH   SOLE 0 0 0 190,000
CF INDS HLDGS INC COM COM 125269100 1,276 30,000 SH   SOLE 0 0 0 30,000
CATERPILLAR INC DEL COM COM 149123101 630 4,000 SH   SOLE 0 0 0 4,000
CELGENE CORP COM COM 151020104 49,409 473,449 SH   SOLE 0 0 0 473,449
CENTENE CORP DEL COM COM 15135B101 19,218 190,500 SH   SOLE 0 0 0 190,500
CHURCH & DWIGHT INC COM COM 171340102 11,765 234,500 SH   SOLE 0 0 0 234,500
CINEMARK HOLDINGS INC COM COM 17243V102 6,964 200,000 SH   SOLE 0 0 0 200,000
CISCO SYS INC COM COM 17275R102 19,916 520,000 SH   SOLE 0 0 0 520,000
COGNEX CORP COM COM 192422103 24,158 395,000 SH   SOLE 0 0 0 395,000
COMCAST CORP NEW CL A COM 20030N101 24,831 620,000 SH   SOLE 0 0 0 620,000
COOPER COS INC COM NEW COM 216648402 70,898 325,400 SH   SOLE 0 0 0 325,400
COSTCO WHSL CORP NEW COM COM 22160K105 372 2,000 SH   SOLE 0 0 0 2,000
CTRIP COM INTL LTD AMERICAN DEP SHS COM 22943F100 1,676 38,000 SH   SOLE 0 0 0 38,000
CUMMINS INC COM COM 231021106 353 2,000 SH   SOLE 0 0 0 2,000
DANAHER CORP DEL COM COM 235851102 278 3,000 SH   SOLE 0 0 0 3,000
DAVITA INC COM COM 23918K108 1,012 14,000 SH   SOLE 0 0 0 14,000
DISNEY WALT CO COM DISNEY COM 254687106 51,390 478,000 SH   SOLE 0 0 0 478,000
DOLLAR GEN CORP NEW COM COM 256677105 558 6,000 SH   SOLE 0 0 0 6,000
EAST WEST BANCORP INC COM COM 27579R104 142,927 2,349,611 SH   SOLE 0 0 0 2,349,611
EATON VANCE CORP COM NON VTG COM 278265103 24,812 440,000 SH   SOLE 0 0 0 440,000
ECOLAB INC COM COM 278865100 6,709 50,000 SH   SOLE 0 0 0 50,000
ELECTRONIC ARTS INC COM COM 285512109 5,253 50,000 SH   SOLE 0 0 0 50,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 43,154 1,478,393 SH   SOLE 0 0 0 1,478,393
EXELIXIS INC COM COM 30161Q104 8,238 271,000 SH   SOLE 0 0 0 271,000
EXPEDIA INC DEL COM NEW COM 30212P303 7,186 60,000 SH   SOLE 0 0 0 60,000
FACEBOOK INC CL A COM 30303M102 89,112 505,000 SH   SOLE 0 0 0 505,000
FAIR ISAAC CORP COM COM 303250104 38,300 250,000 SH   SOLE 0 0 0 250,000
FIBROGEN INC COM COM 31572Q808 7,774 164,000 SH   SOLE 0 0 0 164,000
58 COM INC SPON ADR REP A ADR 31680Q104 2,627 36,700 SH   SOLE 0 0 0 36,700
51JOB INC SP ADR REP COM ADR 316827104 24,492 402,500 SH   SOLE 0 0 0 402,500
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 65,529 756,336 SH   SOLE 0 0 0 756,336
FIRST SOLAR INC COM COM 336433107 6,868 101,722 SH   SOLE 0 0 0 101,722
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS ADR 344419106 3,762 40,059 SH   SOLE 0 0 0 40,059
FORD MTR CO DEL COM PAR $0.01 COM 345370860 624 50,000 SH   SOLE 0 0 0 50,000
GILEAD SCIENCES INC COM COM 375558103 14,390 200,870 SH   SOLE 0 0 0 200,870
GRAND CANYON ED INC COM COM 38526M106 113,013 1,262,290 SH   SOLE 0 0 0 1,262,290
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B ADR 399909100 4,356 66,152 SH   SOLE 0 0 0 66,152
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 65,043 356,380 SH   SOLE 0 0 0 356,380
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 4,575 45,000 SH   SOLE 0 0 0 45,000
HOME DEPOT INC COM COM 437076102 76,836 405,404 SH   SOLE 0 0 0 405,404
HORMEL FOODS CORP COM COM 440452100 218 6,000 SH   SOLE 0 0 0 6,000
IAC INTERACTIVECORP COM COM 44919P508 71,167 582,000 SH   SOLE 0 0 0 582,000
IPG PHOTONICS CORP COM COM 44980X109 50,173 234,311 SH   SOLE 0 0 0 234,311
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 14,465 205,000 SH   SOLE 0 0 0 205,000
INTUIT COM COM 461202103 19,210 121,750 SH   SOLE 0 0 0 121,750
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 5,878 452,137 SH   SOLE 0 0 0 452,137
JD COM INC SPON ADR CL A ADR 47215P106 10,438 252,000 SH   SOLE 0 0 0 252,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 3,218 133,798 SH   SOLE 0 0 0 133,798
JOHNSON & JOHNSON COM COM 478160104 88,435 632,946 SH   SOLE 0 0 0 632,946
KADANT INC COM COM 48282T104 35,140 350,000 SH   SOLE 0 0 0 350,000
LAS VEGAS SANDS CORP COM COM 517834107 6,602 95,000 SH   SOLE 0 0 0 95,000
LAUDER ESTEE COS INC CL A COM 518439104 20,753 163,100 SH   SOLE 0 0 0 163,100
LEAR CORP COM NEW COM 521865204 353 2,000 SH   SOLE 0 0 0 2,000
LILLY ELI & CO COM COM 532457108 26,110 309,140 SH   SOLE 0 0 0 309,140
MANPOWERGROUP INC COM COM 56418H100 290 2,300 SH   SOLE 0 0 0 2,300
MARTIN MARIETTA MATLS INC COM COM 573284106 7,549 34,150 SH   SOLE 0 0 0 34,150
MASTERCARD INCORPORATED CL A COM 57636Q104 84,837 560,500 SH   SOLE 0 0 0 560,500
MELCO RESORT ENTERTAINMENT L ADR ADR 585464100 4,501 155,000 SH   SOLE 0 0 0 155,000
MERCK & CO INC COM COM 58933Y105 1,913 34,000 SH   SOLE 0 0 0 34,000
MICROSOFT CORP COM COM 594918104 28,228 330,000 SH   SOLE 0 0 0 330,000
MICROCHIP TECHNOLOGY INC COM COM 595017104 8,700 99,000 SH   SOLE 0 0 0 99,000
MIDDLEBY CORP COM COM 596278101 49,392 366,000 SH   SOLE 0 0 0 366,000
MINERVA NEUROSCIENCES INC COM COM 603380106 575 95,000 SH   SOLE 0 0 0 95,000
MONDELEZ INTL INC CL A COM 609207105 514 12,000 SH   SOLE 0 0 0 12,000
NASDAQ INC COM COM 631103108 48,802 635,200 SH   SOLE 0 0 0 635,200
NETEASE INC SPONSORED ADR ADR 64110W102 153,321 444,319 SH   SOLE 0 0 0 444,319
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 11,755 151,500 SH   SOLE 0 0 0 151,500
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 20,492 218,000 SH   SOLE 0 0 0 218,000
NIKE INC CL B COM 654106103 14,086 225,200 SH   SOLE 0 0 0 225,200
NUANCE COMMUNICATIONS INC COM COM 67020Y100 22,890 1,400,000 SH   SOLE 0 0 0 1,400,000
NVIDIA CORP COM COM 67066G104 29,992 155,000 SH   SOLE 0 0 0 155,000
ORMAT TECHNOLOGIES INC COM COM 686688102 8,496 132,829 SH   SOLE 0 0 0 132,829
PAYPAL HLDGS INC COM COM 70450Y103 48,869 663,800 SH   SOLE 0 0 0 663,800
PFIZER INC COM COM 717081103 2,232 61,630 SH   SOLE 0 0 0 61,630
POOL CORPORATION COM COM 73278L105 70,011 540,000 SH   SOLE 0 0 0 540,000
PRICELINE GRP INC COM NEW COM 741503403 39,551 22,760 SH   SOLE 0 0 0 22,760
PROGRESSIVE CORP OHIO COM COM 743315103 54,553 968,617 SH   SOLE 0 0 0 968,617
PROOFPOINT INC COM COM 743424103 6,217 70,000 SH   SOLE 0 0 0 70,000
PROSPERITY BANCSHARES INC COM COM 743606105 28,729 410,000 SH   SOLE 0 0 0 410,000
RALPH LAUREN CORP CL A COM 751212101 622 6,000 SH   SOLE 0 0 0 6,000
ROCKWELL AUTOMATION INC COM COM 773903109 20,008 101,900 SH   SOLE 0 0 0 101,900
ROLLINS INC COM COM 775711104 16,286 350,000 SH   SOLE 0 0 0 350,000
SAREPTA THERAPEUTICS INC COM COM 803607100 1,196 21,500 SH   SOLE 0 0 0 21,500
SCOTTS MIRACLE GRO CO CL A COM 810186106 55,635 520,000 SH   SOLE 0 0 0 520,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 46,648 637,700 SH   SOLE 0 0 0 637,700
SERVICE CORP INTL COM COM 817565104 79,156 2,121,000 SH   SOLE 0 0 0 2,121,000
SIGNATURE BK NEW YORK N Y COM COM 82669G104 82,028 597,613 SH   SOLE 0 0 0 597,613
SMITH A O COM COM 831865209 31,883 520,289 SH   SOLE 0 0 0 520,289
SMUCKER J M CO COM NEW COM 832696405 745 6,000 SH   SOLE 0 0 0 6,000
SOUTHSIDE BANCSHARES INC COM COM 84470P109 14,819 440,000 SH   SOLE 0 0 0 440,000
STARBUCKS CORP COM COM 855244109 17,229 300,000 SH   SOLE 0 0 0 300,000
SUNRUN INC COM COM 86771W105 8,049 1,364,180 SH   SOLE 0 0 0 1,364,180
SYNCHRONY FINL COM COM 87165B103 19,305 500,000 SH   SOLE 0 0 0 500,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 17,896 350,000 SH   SOLE 0 0 0 350,000
TJX COS INC NEW COM COM 872540109 10,276 134,400 SH   SOLE 0 0 0 134,400
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 42,426 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP SPONSORED ADS COM 874080104 7,725 260,000 SH   SOLE 0 0 0 260,000
TERADATA CORP DEL COM COM 88076W103 269 7,000 SH   SOLE 0 0 0 7,000
TESLA INC COM COM 88160R101 2,307 7,411 SH   SOLE 0 0 0 7,411
THERMO FISHER SCIENTIFIC INC COM COM 883556102 22,361 117,765 SH   SOLE 0 0 0 117,765
UNITEDHEALTH GROUP INC COM COM 91324P102 138,603 628,700 SH   SOLE 0 0 0 628,700
UNIVERSAL DISPLAY CORP COM COM 91347P105 6,203 35,926 SH   SOLE 0 0 0 35,926
VAIL RESORTS INC COM COM 91879Q109 24,434 115,000 SH   SOLE 0 0 0 115,000
VERTEX PHARMACEUTICALS INC COM COM 92532F100 5,020 33,500 SH   SOLE 0 0 0 33,500
VISTEON CORP COM NEW COM 92839U206 18,145 145,000 SH   SOLE 0 0 0 145,000
WESTROCK CO COM COM 96145D105 12,642 200,000 SH   SOLE 0 0 0 200,000
WYNN RESORTS LTD COM COM 983134107 7,249 43,000 SH   SOLE 0 0 0 43,000
XYLEM INC COM COM 98419M100 48,149 706,000 SH   SOLE 0 0 0 706,000
YY INC ADS REPCOM CLA COM 98426T106 3,358 29,700 SH   SOLE 0 0 0 29,700