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 59,792 772,910 SH   SOLE 0 0 0 772,910
AQUAVENTURE HLDGS LTD SHS COM G0443N107 2,975 190,982 SH   SOLE 0 0 0 190,982
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 8,180 50,000 SH   SOLE 0 0 0 50,000
CREDICORP LTD COM COM G2519Y108 12,756 56,665 SH   SOLE 0 0 0 56,665
EATON CORP PLC SHS COM G29183103 224 3,000 SH   SOLE 0 0 0 3,000
SEAGATE TECHNOLOGY PLC SHS COM G7945M107 339 6,000 SH   SOLE 0 0 0 6,000
SINA CORP ORD COM G81477104 8,257 97,500 SH   SOLE 0 0 0 97,500
TE CONNECTIVITY LTD REG SHS COM H84989104 7,205 80,000 SH   SOLE 0 0 0 80,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 36,132 369,900 SH   SOLE 0 0 0 369,900
FOAMIX PHARMACEUTICALS LTD SHS COM M46135105 1,954 390,000 SH   SOLE 0 0 0 390,000
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 45,353 538,000 SH   SOLE 0 0 0 538,000
LYONDELLBASELL INDUSTRIES N SHS - A - COM N53745100 275 2,502 SH   SOLE 0 0 0 2,502
YANDEX N V SHS CLASS A COM N97284108 23,825 663,656 SH   SOLE 0 0 0 663,656
AZURE PWR GLOBAL LTD SHS COM V0393H103 7,729 534,513 SH   SOLE 0 0 0 534,513
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 50,350 486,000 SH   SOLE 0 0 0 486,000
ABBOTT LABS COM COM 002824100 4,574 75,000 SH   SOLE 0 0 0 75,000
ABBVIE INC COM COM 00287Y109 55,112 594,841 SH   SOLE 0 0 0 594,841
ABIOMED INC COM COM 003654100 3,886 9,500 SH   SOLE 0 0 0 9,500
ACTIVISION BLIZZARD INC COM COM 00507V109 48,311 633,000 SH   SOLE 0 0 0 633,000
ADOBE SYS INC COM COM 00724F101 24,381 100,000 SH   SOLE 0 0 0 100,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 20,603 305,000 SH   SOLE 0 0 0 305,000
AETNA INC NEW COM COM 00817Y108 4,538 24,732 SH   SOLE 0 0 0 24,732
AGIOS PHARMACEUTICALS INC COM COM 00847X104 13,687 162,500 SH   SOLE 0 0 0 162,500
ALBEMARLE CORP COM COM 012653101 23,769 251,979 SH   SOLE 0 0 0 251,979
ALEXION PHARMACEUTICALS INC COM COM 015351109 5,736 46,200 SH   SOLE 0 0 0 46,200
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 256,977 1,385,097 SH   SOLE 0 0 0 1,385,097
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 35,913 154,000 SH   SOLE 0 0 0 154,000
ALPHABET INC CAP STK CL C COM 02079K107 48,764 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 48,555 43,000 SH   SOLE 0 0 0 43,000
AMAZON COM INC COM COM 023135106 69,692 41,000 SH   SOLE 0 0 0 41,000
AMERICAN EXPRESS CO COM COM 025816109 15,484 158,000 SH   SOLE 0 0 0 158,000
AMETEK INC NEW COM COM 031100100 361 5,000 SH   SOLE 0 0 0 5,000
AMGEN INC COM COM 031162100 2,758 14,940 SH   SOLE 0 0 0 14,940
ANAPTYSBIO INC COM COM 032724106 1,137 16,000 SH   SOLE 0 0 0 16,000
ANSYS INC COM COM 03662Q105 19,996 114,800 SH   SOLE 0 0 0 114,800
APPLE INC COM COM 037833100 108,437 585,800 SH   SOLE 0 0 0 585,800
ARQULE INC COM COM 04269E107 3,871 700,000 SH   SOLE 0 0 0 700,000
ARRAY BIOPHARMA INC COM COM 04269X105 16,663 993,000 SH   SOLE 0 0 0 993,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 27,363 350,000 SH   SOLE 0 0 0 350,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 14,746 146,000 SH   SOLE 0 0 0 146,000
AUTOMATIC DATA PROCESSING IN COM COM 053015103 12,550 93,556 SH   SOLE 0 0 0 93,556
BADGER METER INC COM COM 056525108 3,352 75,000 SH   SOLE 0 0 0 75,000
BAIDU INC SPON ADR REP A ADR 056752108 69,572 286,304 SH   SOLE 0 0 0 286,304
BANK OF THE OZARKS COM COM 063904106 47,517 1,055,000 SH   SOLE 0 0 0 1,055,000
BAXTER INTL INC COM COM 071813109 10,397 140,800 SH   SOLE 0 0 0 140,800
BLUEPRINT MEDICINES CORP COM COM 09627Y109 1,206 19,000 SH   SOLE 0 0 0 19,000
BOOKING HLDGS INC COM COM 09857L108 46,137 22,760 SH   SOLE 0 0 0 22,760
BRADY CORP CL A COM 104674106 386 10,000 SH   SOLE 0 0 0 10,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 86,240 841,200 SH   SOLE 0 0 0 841,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 3,656 66,060 SH   SOLE 0 0 0 66,060
CIGNA CORPORATION COM COM 125509109 214 1,260 SH   SOLE 0 0 0 1,260
CAPELLA EDUCATION COMPANY COM COM 139594105 17,272 175,000 SH   SOLE 0 0 0 175,000
CAVCO INDS INC DEL COM COM 149568107 23,672 114,000 SH   SOLE 0 0 0 114,000
CELGENE CORP COM COM 151020104 37,840 476,449 SH   SOLE 0 0 0 476,449
CENTENE CORP DEL COM COM 15135B101 24,211 196,500 SH   SOLE 0 0 0 196,500
CHURCH & DWIGHT INC COM COM 171340102 14,121 265,627 SH   SOLE 0 0 0 265,627
CINEMARK HOLDINGS INC COM COM 17243V102 14,102 402,000 SH   SOLE 0 0 0 402,000
CISCO SYS INC COM COM 17275R102 22,376 520,000 SH   SOLE 0 0 0 520,000
CITRIX SYS INC COM COM 177376100 224 2,140 SH   SOLE 0 0 0 2,140
COGNEX CORP COM COM 192422103 24,848 557,000 SH   SOLE 0 0 0 557,000
COHERENT INC COM COM 192479103 8,497 54,323 SH   SOLE 0 0 0 54,323
COMCAST CORP NEW CL A COM 20030N101 23,623 720,000 SH   SOLE 0 0 0 720,000
COOPER COS INC COM NEW COM 216648402 85,763 364,250 SH   SOLE 0 0 0 364,250
CTRIP COM INTL LTD AMERICAN DEP SHS COM 22943F100 1,810 38,000 SH   SOLE 0 0 0 38,000
CUMMINS INC COM COM 231021106 450 3,384 SH   SOLE 0 0 0 3,384
DANAHER CORP DEL COM COM 235851102 258 2,616 SH   SOLE 0 0 0 2,616
DEERE & CO COM COM 244199105 3,215 23,000 SH   SOLE 0 0 0 23,000
DISNEY WALT CO COM DISNEY COM 254687106 56,702 541,000 SH   SOLE 0 0 0 541,000
DOLLAR GEN CORP NEW COM COM 256677105 463 4,697 SH   SOLE 0 0 0 4,697
EAST WEST BANCORP INC COM COM 27579R104 155,020 2,377,611 SH   SOLE 0 0 0 2,377,611
ECOLAB INC COM COM 278865100 15,436 110,000 SH   SOLE 0 0 0 110,000
EDITAS MEDICINE INC COM COM 28106W103 4,300 120,000 SH   SOLE 0 0 0 120,000
EDWARDS LIFESCIENCES CORP COM COM 28176E108 11,354 78,000 SH   SOLE 0 0 0 78,000
ELECTRONIC ARTS INC COM COM 285512109 7,051 50,000 SH   SOLE 0 0 0 50,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 33,653 1,461,893 SH   SOLE 0 0 0 1,461,893
EVERBRIDGE INC COM COM 29978A104 7,919 167,000 SH   SOLE 0 0 0 167,000
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 4,326 485,000 SH   SOLE 0 0 0 485,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 7,585 370,000 SH   SOLE 0 0 0 370,000
EXACT SCIENCES CORP COM COM 30063P105 12,735 213,000 SH   SOLE 0 0 0 213,000
EXELIXIS INC COM COM 30161Q104 7,059 328,000 SH   SOLE 0 0 0 328,000
EXPEDIA GROUP INC COM NEW COM 30212P303 4,207 35,000 SH   SOLE 0 0 0 35,000
EXPEDITORS INTL WASH INC COM COM 302130109 366 5,000 SH   SOLE 0 0 0 5,000
FACEBOOK INC CL A COM 30303M102 53,544 275,548 SH   SOLE 0 0 0 275,548
FAIR ISAAC CORP COM COM 303250104 45,624 236,000 SH   SOLE 0 0 0 236,000
FIBROGEN INC COM COM 31572Q808 10,767 172,000 SH   SOLE 0 0 0 172,000
58 COM INC SPON ADR REP A ADR 31680Q104 2,545 36,700 SH   SOLE 0 0 0 36,700
51JOB INC SP ADR REP COM ADR 316827104 10,266 105,137 SH   SOLE 0 0 0 105,137
FIRST DEFIANCE FINL CORP COM COM 32006W106 302 4,500 SH   SOLE 0 0 0 4,500
FIRST HORIZON NATL CORP COM COM 320517105 16,056 900,000 SH   SOLE 0 0 0 900,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 58,590 605,336 SH   SOLE 0 0 0 605,336
FIRST SOLAR INC COM COM 336433107 15,461 293,605 SH   SOLE 0 0 0 293,605
FOOT LOCKER INC COM COM 344849104 337 6,400 SH   SOLE 0 0 0 6,400
GENERAL MLS INC COM COM 370334104 1,770 40,000 SH   SOLE 0 0 0 40,000
GILEAD SCIENCES INC COM COM 375558103 17,347 244,870 SH   SOLE 0 0 0 244,870
GLOBAL WTR RES INC COM COM 379463102 3,409 362,648 SH   SOLE 0 0 0 362,648
GLU MOBILE INC COM COM 379890106 9,222 1,438,681 SH   SOLE 0 0 0 1,438,681
GRAINGER W W INC COM COM 384802104 470 1,524 SH   SOLE 0 0 0 1,524
GRAND CANYON ED INC COM COM 38526M106 132,737 1,189,290 SH   SOLE 0 0 0 1,189,290
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B ADR 399909100 2,182 66,152 SH   SOLE 0 0 0 66,152
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 60,700 381,380 SH   SOLE 0 0 0 381,380
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 4,726 45,000 SH   SOLE 0 0 0 45,000
HP INC COM COM 40434L105 7,261 320,000 SH   SOLE 0 0 0 320,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 17,454 883,768 SH   SOLE 0 0 0 883,768
HOME DEPOT INC COM COM 437076102 79,094 405,404 SH   SOLE 0 0 0 405,404
HUAZHU GROUP LTD SPONSORED ADS COM 44332N106 630 15,000 SH   SOLE 0 0 0 15,000
IAC INTERACTIVECORP COM COM 44919P508 80,591 528,500 SH   SOLE 0 0 0 528,500
IPG PHOTONICS CORP COM COM 44980X109 60,050 272,176 SH   SOLE 0 0 0 272,176
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 15,078 205,000 SH   SOLE 0 0 0 205,000
INTUIT COM COM 461202103 19,163 93,796 SH   SOLE 0 0 0 93,796
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 3,437 331,137 SH   SOLE 0 0 0 331,137
JD COM INC SPON ADR CL A ADR 47215P106 5,453 140,000 SH   SOLE 0 0 0 140,000
JELD-WEN HLDG INC COM COM 47580P103 20,871 730,000 SH   SOLE 0 0 0 730,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 2,160 156,844 SH   SOLE 0 0 0 156,844
JOHNSON & JOHNSON COM COM 478160104 78,032 643,084 SH   SOLE 0 0 0 643,084
KAR AUCTION SVCS INC COM COM 48238T109 26,030 475,000 SH   SOLE 0 0 0 475,000
KADANT INC COM COM 48282T104 47,594 495,000 SH   SOLE 0 0 0 495,000
KELLOGG CO COM COM 487836108 16,499 236,145 SH   SOLE 0 0 0 236,145
LCI INDS COM COM 50189K103 39,215 435,000 SH   SOLE 0 0 0 435,000
LAS VEGAS SANDS CORP COM COM 517834107 6,720 88,000 SH   SOLE 0 0 0 88,000
LAUDER ESTEE COS INC CL A COM 518439104 21,616 151,487 SH   SOLE 0 0 0 151,487
LILLY ELI & CO COM COM 532457108 26,806 314,140 SH   SOLE 0 0 0 314,140
MSA SAFETY INC COM COM 553498106 18,305 190,000 SH   SOLE 0 0 0 190,000
MARTIN MARIETTA MATLS INC COM COM 573284106 7,817 35,000 SH   SOLE 0 0 0 35,000
MASTEC INC COM COM 576323109 43,797 863,000 SH   SOLE 0 0 0 863,000
MASTERCARD INCORPORATED CL A COM 57636Q104 101,006 513,975 SH   SOLE 0 0 0 513,975
MAXIMUS INC COM COM 577933104 19,254 310,000 SH   SOLE 0 0 0 310,000
MELCO RESORT ENTERTAINMENT L ADR ADR 585464100 6,440 230,000 SH   SOLE 0 0 0 230,000
MERCK & CO INC COM COM 58933Y105 30,229 498,000 SH   SOLE 0 0 0 498,000
MICROSOFT CORP COM COM 594918104 58,193 590,130 SH   SOLE 0 0 0 590,130
MICROCHIP TECHNOLOGY INC COM COM 595017104 12,624 138,800 SH   SOLE 0 0 0 138,800
MIDDLEBY CORP COM COM 596278101 39,366 377,000 SH   SOLE 0 0 0 377,000
MINERVA NEUROSCIENCES INC COM COM 603380106 1,031 125,000 SH   SOLE 0 0 0 125,000
MOMO INC ADR ADR 60879B107 25,143 578,000 SH   SOLE 0 0 0 578,000
MYOKARDIA INC COM COM 62857M105 2,631 53,000 SH   SOLE 0 0 0 53,000
NCI BUILDING SYS INC COM NEW COM 628852204 13,020 620,000 SH   SOLE 0 0 0 620,000
NASDAQ INC COM COM 631103108 56,149 615,200 SH   SOLE 0 0 0 615,200
NEKTAR THERAPEUTICS COM COM 640268108 1,489 30,500 SH   SOLE 0 0 0 30,500
NETAPP INC COM COM 64110D104 393 5,000 SH   SOLE 0 0 0 5,000
NETEASE INC SPONSORED ADR ADR 64110W102 75,594 299,180 SH   SOLE 0 0 0 299,180
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 15,718 160,000 SH   SOLE 0 0 0 160,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 15,261 161,216 SH   SOLE 0 0 0 161,216
NIKE INC CL B COM 654106103 20,900 262,304 SH   SOLE 0 0 0 262,304
NUANCE COMMUNICATIONS INC COM COM 67020Y100 17,160 1,235,900 SH   SOLE 0 0 0 1,235,900
NVIDIA CORP COM COM 67066G104 36,720 155,000 SH   SOLE 0 0 0 155,000
ORMAT TECHNOLOGIES INC COM COM 686688102 18,446 346,795 SH   SOLE 0 0 0 346,795
OWENS CORNING NEW COM COM 690742101 11,787 186,000 SH   SOLE 0 0 0 186,000
PRA GROUP INC COM COM 69354N106 236 6,119 SH   SOLE 0 0 0 6,119
PACKAGING CORP AMER COM COM 695156109 453 4,048 SH   SOLE 0 0 0 4,048
PAYPAL HLDGS INC COM COM 70450Y103 56,940 683,800 SH   SOLE 0 0 0 683,800
POOL CORPORATION COM COM 73278L105 75,750 500,000 SH   SOLE 0 0 0 500,000
POWER INTEGRATIONS INC COM COM 739276103 17,525 239,908 SH   SOLE 0 0 0 239,908
PROGRESSIVE CORP OHIO COM COM 743315103 69,124 1,168,617 SH   SOLE 0 0 0 1,168,617
PROOFPOINT INC COM COM 743424103 8,764 76,000 SH   SOLE 0 0 0 76,000
PROSPERITY BANCSHARES INC COM COM 743606105 32,813 480,000 SH   SOLE 0 0 0 480,000
PROTO LABS INC COM COM 743713109 48,203 405,236 SH   SOLE 0 0 0 405,236
QIWI PLC SPON ADR REP B ADR 74735M108 268 17,000 SH   SOLE 0 0 0 17,000
QUDIAN INC ADR ADR 747798106 2,392 270,000 SH   SOLE 0 0 0 270,000
REDFIN CORP COM COM 75737F108 6,927 300,000 SH   SOLE 0 0 0 300,000
RETROPHIN INC COM COM 761299106 4,498 165,000 SH   SOLE 0 0 0 165,000
ROCKWELL AUTOMATION INC COM COM 773903109 19,553 117,626 SH   SOLE 0 0 0 117,626
ROLLINS INC COM COM 775711104 14,381 273,500 SH   SOLE 0 0 0 273,500
SVB FINL GROUP COM COM 78486Q101 59,741 206,889 SH   SOLE 0 0 0 206,889
SANGAMO THERAPEUTICS INC COM COM 800677106 5,069 357,000 SH   SOLE 0 0 0 357,000
SAREPTA THERAPEUTICS INC COM COM 803607100 3,899 29,500 SH   SOLE 0 0 0 29,500
SCOTTS MIRACLE GRO CO CL A COM 810186106 35,759 430,000 SH   SOLE 0 0 0 430,000
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 32,627 456,000 SH   SOLE 0 0 0 456,000
SERVICE CORP INTL COM COM 817565104 98,458 2,751,000 SH   SOLE 0 0 0 2,751,000
SIGNATURE BK NEW YORK N Y COM COM 82669G104 41,228 322,397 SH   SOLE 0 0 0 322,397
SMITH A O COM COM 831865209 32,535 550,037 SH   SOLE 0 0 0 550,037
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 9,029 188,686 SH   SOLE 0 0 0 188,686
SOUTHSIDE BANCSHARES INC COM COM 84470P109 19,198 570,000 SH   SOLE 0 0 0 570,000
STARBUCKS CORP COM COM 855244109 14,655 300,000 SH   SOLE 0 0 0 300,000
SUNRUN INC COM COM 86771W105 12,217 929,069 SH   SOLE 0 0 0 929,069
SUNTRUST BKS INC COM COM 867914103 22,447 340,000 SH   SOLE 0 0 0 340,000
SYNCHRONY FINL COM COM 87165B103 16,690 500,000 SH   SOLE 0 0 0 500,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 22,456 410,000 SH   SOLE 0 0 0 410,000
TJX COS INC NEW COM COM 872540109 12,677 133,186 SH   SOLE 0 0 0 133,186
TPI COMPOSITES INC COM COM 87266J104 56,174 1,921,151 SH   SOLE 0 0 0 1,921,151
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 39,119 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP SPONSORED ADS COM 874080104 5,575 151,500 SH   SOLE 0 0 0 151,500
TELADOC INC COM COM 87918A105 2,612 45,000 SH   SOLE 0 0 0 45,000
TESLA INC COM COM 88160R101 3,530 10,294 SH   SOLE 0 0 0 10,294
THERMO FISHER SCIENTIFIC INC COM COM 883556102 63,668 307,365 SH   SOLE 0 0 0 307,365
TRUPANION INC COM COM 898202106 16,019 415,000 SH   SOLE 0 0 0 415,000
UNITED NAT FOODS INC COM COM 911163103 3,626 85,000 SH   SOLE 0 0 0 85,000
UNITEDHEALTH GROUP INC COM COM 91324P102 145,206 591,855 SH   SOLE 0 0 0 591,855
UNIVERSAL DISPLAY CORP COM COM 91347P105 1,287 14,960 SH   SOLE 0 0 0 14,960
VAIL RESORTS INC COM COM 91879Q109 38,483 140,350 SH   SOLE 0 0 0 140,350
VERTEX PHARMACEUTICALS INC COM COM 92532F100 9,688 57,000 SH   SOLE 0 0 0 57,000
VISTEON CORP COM NEW COM 92839U206 21,113 163,360 SH   SOLE 0 0 0 163,360
WATSCO INC COM COM 942622200 33,481 187,800 SH   SOLE 0 0 0 187,800
WEIBO CORP SPONSORED ADR ADR 948596101 3,905 44,000 SH   SOLE 0 0 0 44,000
WESTERN ALLIANCE BANCORP COM COM 957638109 29,749 525,500 SH   SOLE 0 0 0 525,500
WESTROCK CO COM COM 96145D105 11,404 200,000 SH   SOLE 0 0 0 200,000
WORLDPAY INC CL A COM 981558109 12,310 150,528 SH   SOLE 0 0 0 150,528
WYNN RESORTS LTD COM COM 983134107 9,153 54,700 SH   SOLE 0 0 0 54,700
XPO LOGISTICS INC COM COM 983793100 12,022 120,000 SH   SOLE 0 0 0 120,000
XYLEM INC COM COM 98419M100 52,961 786,000 SH   SOLE 0 0 0 786,000
YY INC ADS REPCOM CLA COM 98426T106 1,778 17,700 SH   SOLE 0 0 0 17,700
YUM CHINA HLDGS INC COM COM 98850P109 962 25,000 SH   SOLE 0 0 0 25,000