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
ACTIVISION BLIZZARD INC COM 00507V109 403,912 5,987,429 SH   SOLE   4,329,544 0 1,657,885
ADOBE SYS INC COM 00724F101 1,054,892 4,881,949 SH   SOLE   3,553,799 0 1,328,150
ALEXION PHARMACEUTICALS INC COM 015351109 383,602 3,441,608 SH   SOLE   2,472,503 0 969,105
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,759,674 15,035,820 SH   SOLE   10,676,770 0 4,359,050
ALIGN TECHNOLOGY INC COM 016255101 680,515 2,709,813 SH   SOLE   1,918,976 0 790,837
ALLERGAN PLC SHS G0177J108 7,583 45,058 SH   SOLE   39,368 0 5,690
ALPHABET INC CAP STK CL A 02079K305 1,301,715 1,255,101 SH   SOLE   901,777 0 353,324
ALPHABET INC CAP STK CL C 02079K107 383,859 372,032 SH   SOLE   258,534 0 113,498
AMAZON COM INC COM 023135106 2,648,000 1,829,563 SH   SOLE   1,297,666 0 531,897
AMERICAN TOWER CORP COM 03027X100 20,524 141,213 SH   SOLE   131,663 0 9,550
ANSYS INC COM 03662Q105 8,327 53,145 SH   SOLE   53,145 0 0
APTIV PLC SHS G6095L109 8,702 102,410 SH   SOLE   89,460 0 12,950
ASML HOLDING N V N Y REGISTRY SHS N07059210 691,612 3,483,137 SH   SOLE   2,441,883 0 1,041,254
BAIDU INC SPON ADR REP A 056752108 1,556,284 6,972,910 SH   SOLE   4,924,808 0 2,048,102
BIOMARIN PHARMACEUTICAL INC COM 09061G101 587,583 7,247,851 SH   SOLE   5,130,663 0 2,117,188
BOOKING HLDGS INC COM 09857L108 1,370,673 658,854 SH   SOLE   474,299 0 184,555
CELGENE CORP COM 151020104 5,865 65,744 SH   SOLE   57,444 0 8,300
CISCO SYS INC COM 17275R102 463 10,800 SH   SOLE   2,300 0 8,500
COSTAR GROUP INC COM 22160N109 501,553 1,382,908 SH   SOLE   1,000,622 0 382,286
CREDICORP LTD COM G2519Y108 48,489 213,571 SH   SOLE   154,215 0 59,356
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 120,160 2,577,434 SH   SOLE   1,859,394 0 718,040
DOLLAR GEN CORP COM 256677105 9,860 105,401 SH   SOLE   92,076 0 13,325
EDWARDS LIFESCIENCES CORP COM 28176E108 909,972 6,522,164 SH   SOLE   4,604,108 0 1,918,056
FACEBOOK INC CL A 30303M102 1,641,154 10,270,691 SH   SOLE   7,287,084 0 2,983,607
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 8,986 98,280 SH   SOLE   85,910 0 12,370
GALAPAGOS NV SPON ADR 36315X101 187,418 1,878,686 SH   SOLE   1,298,586 0 580,100
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 35,098 205,769 SH   SOLE   148,824 0 56,945
GUIDEWIRE SOFTWARE INC COM 40171V100 10,505 129,970 SH   SOLE   129,970 0 0
HDFC BANK LTD ADR REP 3 SHS 40415F101 25,515 258,331 SH   SOLE   238,106 0 20,225
ILLUMINA INC COM 452327109 1,055,248 4,463,446 SH   SOLE   3,171,613 0 1,291,833
INCYTE CORP COM 45337C102 814,026 9,768,698 SH   SOLE   6,892,719 0 2,875,979
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,513 172,551 SH   SOLE   150,801 0 21,750
INTUIT COM 461202103 6,538 37,714 SH   SOLE   32,964 0 4,750
IPG PHOTONICS CORP COM 44980X109 7,071 30,300 SH   SOLE   30,300 0 0
ISHARES TR MSCI INDIA ETF 46429B598 133,616 3,914,916 SH   SOLE   3,914,916 0 0
LAS VEGAS SANDS CORP COM 517834107 340,665 4,738,043 SH   SOLE   3,250,643 0 1,487,400
LENDINGCLUB CORP COM 52603A109 247 70,442 SH   DFND   70,442 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,617 109,567 SH   SOLE   95,717 0 13,850
LOXO ONCOLOGY INC COM 548862101 245,677 2,129,473 SH   SOLE   1,529,858 0 599,615
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 73,601 2,121,064 SH   SOLE   1,534,789 0 586,275
MEDIDATA SOLUTIONS INC COM 58471A105 208,768 3,323,809 SH   SOLE   2,311,109 0 1,012,700
MERCADOLIBRE INC COM 58733R102 86,237 241,973 SH   SOLE   174,508 0 67,465
MICROSOFT CORP COM 594918104 388 4,250 SH   SOLE   1,500 0 2,750
MONSTER BEVERAGE CORP COM 61174X109 655,031 11,449,596 SH   SOLE   8,224,699 0 3,224,897
MOODYS CORP COM 615369105 5,632 34,918 SH   SOLE   30,468 0 4,450
MULESOFT INC CL A 625207105 16,204 368,443 SH   DFND   368,443 0 0
NETFLIX INC COM 64110L106 1,880,572 6,367,265 SH   SOLE   4,535,145 0 1,832,120
NETSHOES CAYMAN LTD COM G6455X107 7,869 1,329,225 SH   SOLE   960,425 0 368,800
NIKE INC CL B 654106103 566,272 8,523,059 SH   SOLE   5,920,959 0 2,602,100
PALO ALTO NETWORKS INC COM 697435105 680,641 3,749,673 SH   SOLE   2,719,262 0 1,030,411
REGENERON PHARMACEUTICALS COM 75886F107 827,871 2,404,087 SH   SOLE   1,693,083 0 711,004
ROSS STORES INC COM 778296103 9,010 115,546 SH   SOLE   100,946 0 14,600
SALESFORCE COM INC COM 79466L302 1,395,317 11,997,567 SH   SOLE   8,628,517 0 3,369,050
SCHWAB CHARLES CORP COM 808513105 1,246,607 23,872,209 SH   SOLE   16,833,308 0 7,038,901
SEA LTD ADR 81141R100 27,780 2,464,940 SH   SOLE   1,779,540 0 685,400
SERVICENOW INC COM 81762P102 1,225,155 7,404,988 SH   SOLE   5,342,035 0 2,062,953
SHOPIFY INC CL A 82509L107 419,220 3,364,796 SH   SOLE   2,355,868 0 1,008,928
SPLUNK INC COM 848637104 569,112 5,784,248 SH   SOLE   4,191,752 0 1,592,496
STARBUCKS CORP COM 855244109 650,977 11,245,074 SH   SOLE   7,994,187 0 3,250,887
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 105,378 2,408,089 SH   SOLE   1,871,352 0 536,737
TRANSDIGM GROUP INC COM 893641100 16,476 53,677 SH   SOLE   46,917 0 6,760
UNION PAC CORP COM 907818108 7,854 58,421 SH   SOLE   51,056 0 7,365
VERISK ANALYTICS INC COM 92345Y106 10,987 105,647 SH   SOLE   92,297 0 13,350
VISA INC COM CL A 92826C839 2,331,717 19,492,704 SH   SOLE   13,801,751 0 5,690,953
WORKDAY INC CL A 98138H101 630,663 4,961,554 SH   SOLE   3,486,254 0 1,475,300
YANDEX N V SHS CLASS A N97284108 146,654 3,717,469 SH   SOLE   2,668,194 0 1,049,275
ZOETIS INC CL A 98978V103 14,402 172,460 SH   SOLE   150,635 0 21,825