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 60,216 706,010 SH   SOLE 0 0 0 706,010
AMBARELLA INC SHS COM G037AX101 6,369 130,000 SH   SOLE 0 0 0 130,000
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 645 4,200 SH   SOLE 0 0 0 4,200
CREDICORP LTD COM COM G2519Y108 15,075 66,400 SH   SOLE 0 0 0 66,400
SINA CORP ORD COM G81477104 10,166 97,500 SH   SOLE 0 0 0 97,500
TE CONNECTIVITY LTD REG SHS COM H84989104 6,940 69,470 SH   SOLE 0 0 0 69,470
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 46,680 469,900 SH   SOLE 0 0 0 469,900
FOAMIX PHARMACEUTICALS LTD SHS COM M46135105 1,870 364,500 SH   SOLE 0 0 0 364,500
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 30,597 420,000 SH   SOLE 0 0 0 420,000
YANDEX N V SHS CLASS A COM N97284108 29,430 746,000 SH   SOLE 0 0 0 746,000
AZURE PWR GLOBAL LTD SHS COM V0393H103 7,082 534,513 SH   SOLE 0 0 0 534,513
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 56,044 476,000 SH   SOLE 0 0 0 476,000
ABBOTT LABS COM COM 002824100 3,296 55,000 SH   SOLE 0 0 0 55,000
ABBVIE INC COM COM 00287Y109 67,660 714,841 SH   SOLE 0 0 0 714,841
ABIOMED INC COM COM 003654100 5,092 17,500 SH   SOLE 0 0 0 17,500
ACADIA PHARMACEUTICALS INC COM COM 004225108 7,303 325,000 SH   SOLE 0 0 0 325,000
ACTIVISION BLIZZARD INC COM COM 00507V109 47,155 699,000 SH   SOLE 0 0 0 699,000
ACUITY BRANDS INC COM COM 00508Y102 1,052 7,556 SH   SOLE 0 0 0 7,556
ADOBE SYS INC COM COM 00724F101 21,608 100,000 SH   SOLE 0 0 0 100,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 14,105 260,000 SH   SOLE 0 0 0 260,000
AETNA INC NEW COM COM 00817Y108 5,870 34,732 SH   SOLE 0 0 0 34,732
AFFILIATED MANAGERS GROUP COM COM 008252108 9,479 50,000 SH   SOLE 0 0 0 50,000
AGILENT TECHNOLOGIES INC COM COM 00846U101 4,883 72,992 SH   SOLE 0 0 0 72,992
AGIOS PHARMACEUTICALS INC COM COM 00847X104 8,791 107,500 SH   SOLE 0 0 0 107,500
ALBEMARLE CORP COM COM 012653101 11,126 119,973 SH   SOLE 0 0 0 119,973
ALEXION PHARMACEUTICALS INC COM COM 015351109 5,707 51,200 SH   SOLE 0 0 0 51,200
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 291,118 1,586,131 SH   SOLE 0 0 0 1,586,131
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 32,780 154,000 SH   SOLE 0 0 0 154,000
ALPHABET INC CAP STK CL C COM 02079K107 45,099 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 44,597 43,000 SH   SOLE 0 0 0 43,000
AMAZON COM INC COM COM 023135106 50,657 35,000 SH   SOLE 0 0 0 35,000
AMERICAN EXPRESS CO COM COM 025816109 14,738 158,000 SH   SOLE 0 0 0 158,000
AMGEN INC COM COM 031162100 3,399 19,940 SH   SOLE 0 0 0 19,940
ANAPTYSBIO INC COM COM 032724106 833 8,000 SH   SOLE 0 0 0 8,000
ANSYS INC COM COM 03662Q105 17,988 114,800 SH   SOLE 0 0 0 114,800
APPLE INC COM COM 037833100 98,286 585,800 SH   SOLE 0 0 0 585,800
APPLIED MATLS INC COM COM 038222105 7,463 134,204 SH   SOLE 0 0 0 134,204
ARRAY BIOPHARMA INC COM COM 04269X105 18,001 1,103,000 SH   SOLE 0 0 0 1,103,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 23,031 330,000 SH   SOLE 0 0 0 330,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 15,469 180,000 SH   SOLE 0 0 0 180,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 12,727 112,150 SH   SOLE 0 0 0 112,150
BADGER METER INC COM COM 056525108 5,186 110,000 SH   SOLE 0 0 0 110,000
BAIDU INC SPON ADR REP A ADR 056752108 61,967 277,644 SH   SOLE 0 0 0 277,644
BANK OF THE OZARKS COM COM 063904106 43,684 905,000 SH   SOLE 0 0 0 905,000
BAXTER INTL INC COM COM 071813109 4,605 70,800 SH   SOLE 0 0 0 70,800
BLOCK H & R INC COM COM 093671105 864 34,000 SH   SOLE 0 0 0 34,000
BOOKING HLDGS INC COM ADDED COM 09857L108 47,350 22,760 SH   SOLE 0 0 0 22,760
BRADY CORP CL A COM 104674106 372 10,000 SH   SOLE 0 0 0 10,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 84,682 849,200 SH   SOLE 0 0 0 849,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 6,076 96,060 SH   SOLE 0 0 0 96,060
CBS CORP NEW CL B COM 124857202 9,764 190,000 SH   SOLE 0 0 0 190,000
CAPELLA EDUCATION COMPANY COM COM 139594105 13,894 159,061 SH   SOLE 0 0 0 159,061
CARDINAL HEALTH INC COM COM 14149Y108 8,535 136,166 SH   SOLE 0 0 0 136,166
CAVCO INDS INC DEL COM COM 149568107 19,981 115,000 SH   SOLE 0 0 0 115,000
CELGENE CORP COM COM 151020104 42,593 477,449 SH   SOLE 0 0 0 477,449
CENTENE CORP DEL COM COM 15135B101 21,000 196,500 SH   SOLE 0 0 0 196,500
CHINA LODGING GROUP LTD SPONSORED ADR ADR 16949N109 790 6,000 SH   SOLE 0 0 0 6,000
CHURCH & DWIGHT INC COM COM 171340102 10,827 215,000 SH   SOLE 0 0 0 215,000
CINEMARK HOLDINGS INC COM COM 17243V102 15,821 420,000 SH   SOLE 0 0 0 420,000
CISCO SYS INC COM COM 17275R102 22,303 520,000 SH   SOLE 0 0 0 520,000
COGNEX CORP COM COM 192422103 28,335 545,000 SH   SOLE 0 0 0 545,000
COHERENT INC COM COM 192479103 29,295 156,323 SH   SOLE 0 0 0 156,323
COMCAST CORP NEW CL A COM 20030N101 21,185 620,000 SH   SOLE 0 0 0 620,000
COOPER COS INC COM NEW COM 216648402 74,455 325,400 SH   SOLE 0 0 0 325,400
CTRIP COM INTL LTD AMERICAN DEP SHS COM 22943F100 1,772 38,000 SH   SOLE 0 0 0 38,000
DANAHER CORP DEL COM COM 235851102 294 3,000 SH   SOLE 0 0 0 3,000
DILLARDS INC CL A COM 254067101 321 4,000 SH   SOLE 0 0 0 4,000
DISNEY WALT CO COM DISNEY COM 254687106 54,338 541,000 SH   SOLE 0 0 0 541,000
DOLLAR GEN CORP NEW COM COM 256677105 795 8,500 SH   SOLE 0 0 0 8,500
EAST WEST BANCORP INC COM COM 27579R104 155,700 2,489,611 SH   SOLE 0 0 0 2,489,611
EATON VANCE CORP COM NON VTG COM 278265103 27,835 500,000 SH   SOLE 0 0 0 500,000
ECOLAB INC COM COM 278865100 28,310 206,539 SH   SOLE 0 0 0 206,539
ELECTRONIC ARTS INC COM COM 285512109 6,062 50,000 SH   SOLE 0 0 0 50,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 43,273 1,478,393 SH   SOLE 0 0 0 1,478,393
EVERBRIDGE INC COM COM 29978A104 6,405 175,000 SH   SOLE 0 0 0 175,000
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 3,662 485,000 SH   SOLE 0 0 0 485,000
EXACT SCIENCES CORP COM COM 30063P105 8,953 222,000 SH   SOLE 0 0 0 222,000
EXELIXIS INC COM COM 30161Q104 6,844 309,000 SH   SOLE 0 0 0 309,000
EXPEDIA GROUP INC COM NEW COM 30212P303 6,625 60,000 SH   SOLE 0 0 0 60,000
FACEBOOK INC CL A COM 30303M102 61,200 383,000 SH   SOLE 0 0 0 383,000
FAIR ISAAC CORP COM COM 303250104 47,424 280,000 SH   SOLE 0 0 0 280,000
FIBROGEN INC COM COM 31572Q808 7,669 166,000 SH   SOLE 0 0 0 166,000
58 COM INC SPON ADR REP A ADR 31680Q104 2,931 36,700 SH   SOLE 0 0 0 36,700
51JOB INC SP ADR REP COM ADR 316827104 34,760 404,000 SH   SOLE 0 0 0 404,000
FIRST DEFIANCE FINL CORP COM COM 32006W106 459 8,000 SH   SOLE 0 0 0 8,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 54,949 593,336 SH   SOLE 0 0 0 593,336
FIRST SOLAR INC COM COM 336433107 14,474 203,923 SH   SOLE 0 0 0 203,923
FLOWERS FOODS INC COM COM 343498101 503 23,000 SH   SOLE 0 0 0 23,000
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS ADR 344419106 3,663 40,059 SH   SOLE 0 0 0 40,059
GENERAL MLS INC COM COM 370334104 11,676 259,122 SH   SOLE 0 0 0 259,122
GILEAD SCIENCES INC COM COM 375558103 18,084 239,870 SH   SOLE 0 0 0 239,870
GLAUKOS CORP COM COM 377322102 7,954 258,000 SH   SOLE 0 0 0 258,000
GLOBAL WTR RES INC COM COM 379463102 3,188 355,383 SH   SOLE 0 0 0 355,383
GLU MOBILE INC COM COM 379890106 4,779 1,267,769 SH   SOLE 0 0 0 1,267,769
GRAND CANYON ED INC COM COM 38526M106 130,866 1,247,290 SH   SOLE 0 0 0 1,247,290
GREENBRIER COS INC COM COM 393657101 352 7,000 SH   SOLE 0 0 0 7,000
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B ADR 399909100 4,350 66,152 SH   SOLE 0 0 0 66,152
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 65,052 381,380 SH   SOLE 0 0 0 381,380
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 4,445 45,000 SH   SOLE 0 0 0 45,000
HP INC COM COM 40434L105 8,000 364,958 SH   SOLE 0 0 0 364,958
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 18,417 944,483 SH   SOLE 0 0 0 944,483
HILLENBRAND INC COM COM 431571108 4,188 91,240 SH   SOLE 0 0 0 91,240
HOME DEPOT INC COM COM 437076102 72,259 405,404 SH   SOLE 0 0 0 405,404
IAC INTERACTIVECORP COM COM 44919P508 92,577 592,000 SH   SOLE 0 0 0 592,000
IPG PHOTONICS CORP COM COM 44980X109 60,020 257,176 SH   SOLE 0 0 0 257,176
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 14,867 205,000 SH   SOLE 0 0 0 205,000
INTUIT COM COM 461202103 19,875 114,650 SH   SOLE 0 0 0 114,650
ISHARES TR US REGNL BKS ETF COM 464288778 504 10,000 SH   SOLE 0 0 0 10,000
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 7,053 452,137 SH   SOLE 0 0 0 452,137
JD COM INC SPON ADR CL A ADR 47215P106 6,478 160,000 SH   SOLE 0 0 0 160,000
JELD-WEN HLDG INC COM COM 47580P103 23,884 780,000 SH   SOLE 0 0 0 780,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 3,410 186,844 SH   SOLE 0 0 0 186,844
JOHNSON & JOHNSON COM COM 478160104 81,048 632,446 SH   SOLE 0 0 0 632,446
KAR AUCTION SVCS INC COM COM 48238T109 23,035 425,000 SH   SOLE 0 0 0 425,000
KADANT INC COM COM 48282T104 35,910 380,000 SH   SOLE 0 0 0 380,000
LCI INDS COM COM 50189K103 42,103 404,253 SH   SOLE 0 0 0 404,253
LAS VEGAS SANDS CORP COM COM 517834107 4,170 58,000 SH   SOLE 0 0 0 58,000
LAUDER ESTEE COS INC CL A COM 518439104 20,062 134,000 SH   SOLE 0 0 0 134,000
LEAR CORP COM NEW COM 521865204 409 2,200 SH   SOLE 0 0 0 2,200
LILLY ELI & CO COM COM 532457108 24,305 314,140 SH   SOLE 0 0 0 314,140
MANPOWERGROUP INC COM COM 56418H100 5,094 44,258 SH   SOLE 0 0 0 44,258
MARTIN MARIETTA MATLS INC COM COM 573284106 3,224 15,550 SH   SOLE 0 0 0 15,550
MASTEC INC COM COM 576323109 40,934 870,000 SH   SOLE 0 0 0 870,000
MASTERCARD INCORPORATED CL A COM 57636Q104 92,940 530,600 SH   SOLE 0 0 0 530,600
MAXIMUS INC COM COM 577933104 22,692 340,000 SH   SOLE 0 0 0 340,000
MELCO RESORT ENTERTAINMENT L ADR ADR 585464100 5,506 190,000 SH   SOLE 0 0 0 190,000
MERCK & CO INC COM COM 58933Y105 3,323 61,000 SH   SOLE 0 0 0 61,000
MICROSOFT CORP COM COM 594918104 55,472 607,777 SH   SOLE 0 0 0 607,777
MICROCHIP TECHNOLOGY INC COM COM 595017104 10,506 115,000 SH   SOLE 0 0 0 115,000
MIDDLEBY CORP COM COM 596278101 63,876 516,000 SH   SOLE 0 0 0 516,000
MINERVA NEUROSCIENCES INC COM COM 603380106 594 95,000 SH   SOLE 0 0 0 95,000
MOMO INC ADR ADR 60879B107 11,513 308,000 SH   SOLE 0 0 0 308,000
MYOKARDIA INC COM COM 62857M105 1,610 33,000 SH   SOLE 0 0 0 33,000
NCI BUILDING SYS INC COM NEW COM 628852204 8,008 452,402 SH   SOLE 0 0 0 452,402
NASDAQ INC COM COM 631103108 54,767 635,200 SH   SOLE 0 0 0 635,200
NEKTAR THERAPEUTICS COM COM 640268108 5,100 48,000 SH   SOLE 0 0 0 48,000
NETEASE INC SPONSORED ADR ADR 64110W102 123,517 440,519 SH   SOLE 0 0 0 440,519
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 13,766 166,000 SH   SOLE 0 0 0 166,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 10,781 123,000 SH   SOLE 0 0 0 123,000
NIKE INC CL B COM 654106103 18,138 273,000 SH   SOLE 0 0 0 273,000
NUANCE COMMUNICATIONS INC COM COM 67020Y100 28,350 1,800,000 SH   SOLE 0 0 0 1,800,000
NVIDIA CORP COM COM 67066G104 35,896 155,000 SH   SOLE 0 0 0 155,000
ORMAT TECHNOLOGIES INC COM COM 686688102 20,923 371,105 SH   SOLE 0 0 0 371,105
PAYPAL HLDGS INC COM COM 70450Y103 51,880 683,800 SH   SOLE 0 0 0 683,800
PFIZER INC COM COM 717081103 2,187 61,630 SH   SOLE 0 0 0 61,630
POOL CORPORATION COM COM 73278L105 74,572 510,000 SH   SOLE 0 0 0 510,000
POWER INTEGRATIONS INC COM COM 739276103 13,292 194,476 SH   SOLE 0 0 0 194,476
PROGRESSIVE CORP OHIO COM COM 743315103 71,204 1,168,617 SH   SOLE 0 0 0 1,168,617
PROOFPOINT INC COM COM 743424103 11,365 100,000 SH   SOLE 0 0 0 100,000
PROSPERITY BANCSHARES INC COM COM 743606105 36,678 505,000 SH   SOLE 0 0 0 505,000
PROTO LABS INC COM COM 743713109 53,607 456,036 SH   SOLE 0 0 0 456,036
RALPH LAUREN CORP CL A COM 751212101 335 3,000 SH   SOLE 0 0 0 3,000
REDFIN CORP COM COM 75737F108 5,708 250,000 SH   SOLE 0 0 0 250,000
ROBERT HALF INTL INC COM COM 770323103 695 12,000 SH   SOLE 0 0 0 12,000
ROCKWELL AUTOMATION INC COM COM 773903109 17,246 99,000 SH   SOLE 0 0 0 99,000
ROLLINS INC COM COM 775711104 19,391 380,000 SH   SOLE 0 0 0 380,000
SVB FINL GROUP COM COM 78486Q101 42,722 178,000 SH   SOLE 0 0 0 178,000
SAREPTA THERAPEUTICS INC COM COM 803607100 2,482 33,500 SH   SOLE 0 0 0 33,500
SCOTTS MIRACLE GRO CO CL A COM 810186106 51,450 600,000 SH   SOLE 0 0 0 600,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 32,467 460,000 SH   SOLE 0 0 0 460,000
SERVICE CORP INTL COM COM 817565104 92,501 2,451,000 SH   SOLE 0 0 0 2,451,000
SIGNATURE BK NEW YORK N Y COM COM 82669G104 84,689 596,613 SH   SOLE 0 0 0 596,613
SMITH A O COM COM 831865209 34,977 550,037 SH   SOLE 0 0 0 550,037
SMUCKER J M CO COM NEW COM 832696405 496 4,000 SH   SOLE 0 0 0 4,000
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 12,021 228,530 SH   SOLE 0 0 0 228,530
SOUTHSIDE BANCSHARES INC COM COM 84470P109 18,844 542,437 SH   SOLE 0 0 0 542,437
STARBUCKS CORP COM COM 855244109 17,367 300,000 SH   SOLE 0 0 0 300,000
SUNRUN INC COM COM 86771W105 13,438 1,504,848 SH   SOLE 0 0 0 1,504,848
SUNTRUST BKS INC COM COM 867914103 10,546 155,000 SH   SOLE 0 0 0 155,000
SYNCHRONY FINL COM COM 87165B103 16,765 500,000 SH   SOLE 0 0 0 500,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 24,284 410,000 SH   SOLE 0 0 0 410,000
TJX COS INC NEW COM COM 872540109 10,562 129,500 SH   SOLE 0 0 0 129,500
TPI COMPOSITES INC COM COM 87266J104 38,483 1,714,151 SH   SOLE 0 0 0 1,714,151
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 46,823 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP SPONSORED ADS COM 874080104 8,605 232,000 SH   SOLE 0 0 0 232,000
TAPESTRY INC COM COM 876030107 316 6,000 SH   SOLE 0 0 0 6,000
TESLA INC COM COM 88160R101 2,740 10,294 SH   SOLE 0 0 0 10,294
THERMO FISHER SCIENTIFIC INC COM COM 883556102 33,770 163,565 SH   SOLE 0 0 0 163,565
3M CO COM COM 88579Y101 9,916 45,172 SH   SOLE 0 0 0 45,172
TIVITY HEALTH INC COM COM 88870R102 317 8,000 SH   SOLE 0 0 0 8,000
TRUPANION INC COM COM 898202106 12,703 425,000 SH   SOLE 0 0 0 425,000
UNITEDHEALTH GROUP INC COM COM 91324P102 133,536 624,000 SH   SOLE 0 0 0 624,000
UNIVERSAL DISPLAY CORP COM COM 91347P105 1,511 14,960 SH   SOLE 0 0 0 14,960
VAIL RESORTS INC COM COM 91879Q109 33,255 150,000 SH   SOLE 0 0 0 150,000
VERTEX PHARMACEUTICALS INC COM COM 92532F100 6,845 42,000 SH   SOLE 0 0 0 42,000
VISTEON CORP COM NEW COM 92839U206 22,599 205,000 SH   SOLE 0 0 0 205,000
WATSCO INC COM COM 942622200 40,718 225,000 SH   SOLE 0 0 0 225,000
WEIBO CORP SPONSORED ADR ADR 948596101 4,662 39,000 SH   SOLE 0 0 0 39,000
WESTERN ALLIANCE BANCORP COM COM 957638109 15,799 271,884 SH   SOLE 0 0 0 271,884
WESTROCK CO COM COM 96145D105 12,834 200,000 SH   SOLE 0 0 0 200,000
WORLDPAY INC CL A ADDED COM 981558109 12,379 150,528 SH   SOLE 0 0 0 150,528
WYNN RESORTS LTD COM COM 983134107 1,769 9,700 SH   SOLE 0 0 0 9,700
XPO LOGISTICS INC COM COM 983793100 8,145 80,000 SH   SOLE 0 0 0 80,000
XYLEM INC COM COM 98419M100 67,456 876,965 SH   SOLE 0 0 0 876,965
YY INC ADS REPCOM CLA COM 98426T106 1,862 17,700 SH   SOLE 0 0 0 17,700