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 76,710 846,970 SH   SOLE 0 0 0 846,970
AQUAVENTURE HLDGS LTD SHS COM G0443N107 8,132 450,000 SH   SOLE 0 0 0 450,000
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 379 2,225 SH   SOLE 0 0 0 2,225
CREDICORP LTD COM COM G2519Y108 12,641 56,665 SH   SOLE 0 0 0 56,665
SINA CORP ORD COM G81477104 5,732 82,500 SH   SOLE 0 0 0 82,500
TE CONNECTIVITY LTD REG SHS COM H84989104 1,038 11,808 SH   SOLE 0 0 0 11,808
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 43,526 369,900 SH   SOLE 0 0 0 369,900
FOAMIX PHARMACEUTICALS LTD SHS COM M46135105 3,667 640,000 SH   SOLE 0 0 0 640,000
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 44,804 610,000 SH   SOLE 0 0 0 610,000
YANDEX N V SHS CLASS A COM N97284108 21,828 663,656 SH   SOLE 0 0 0 663,656
AZURE PWR GLOBAL LTD SHS COM V0393H103 8,648 534,513 SH   SOLE 0 0 0 534,513
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 66,887 514,754 SH   SOLE 0 0 0 514,754
ABBVIE INC COM COM 00287Y109 49,687 525,341 SH   SOLE 0 0 0 525,341
ACTIVISION BLIZZARD INC COM COM 00507V109 52,659 633,000 SH   SOLE 0 0 0 633,000
ADOBE SYS INC COM COM 00724F101 26,995 100,000 SH   SOLE 0 0 0 100,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 20,312 330,000 SH   SOLE 0 0 0 330,000
AETNA INC NEW COM COM 00817Y108 5,017 24,732 SH   SOLE 0 0 0 24,732
AGIOS PHARMACEUTICALS INC COM COM 00847X104 13,380 173,500 SH   SOLE 0 0 0 173,500
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 210,085 1,275,097 SH   SOLE 0 0 0 1,275,097
ALPHABET INC CAP STK CL C COM 02079K107 52,165 43,709 SH   SOLE 0 0 0 43,709
ALPHABET INC CAP STK CL A COM 02079K305 51,904 43,000 SH   SOLE 0 0 0 43,000
ANSYS INC COM COM 03662Q105 21,431 114,800 SH   SOLE 0 0 0 114,800
ARRAY BIOPHARMA INC COM COM 04269X105 21,630 1,423,000 SH   SOLE 0 0 0 1,423,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 11,588 149,699 SH   SOLE 0 0 0 149,699
BANK OZK COM ADDED COM 06417N103 34,354 905,000 SH   SOLE 0 0 0 905,000
BLUEPRINT MEDICINES CORP COM COM 09627Y109 1,483 19,000 SH   SOLE 0 0 0 19,000
BOOKING HLDGS INC COM COM 09857L108 45,156 22,760 SH   SOLE 0 0 0 22,760
CENTENE CORP DEL COM COM 15135B101 28,594 197,500 SH   SOLE 0 0 0 197,500
CINEMARK HOLDINGS INC COM COM 17243V102 13,959 347,250 SH   SOLE 0 0 0 347,250
CISCO SYS INC COM COM 17275R102 25,298 520,000 SH   SOLE 0 0 0 520,000
COMCAST CORP NEW CL A COM 20030N101 20,538 580,000 SH   SOLE 0 0 0 580,000
DIGIMARC CORP NEW COM COM 25381B101 431 13,700 SH   SOLE 0 0 0 13,700
EAST WEST BANCORP INC COM COM 27579R104 129,760 2,149,416 SH   SOLE 0 0 0 2,149,416
EDITAS MEDICINE INC COM COM 28106W103 4,296 135,000 SH   SOLE 0 0 0 135,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 33,332 1,454,893 SH   SOLE 0 0 0 1,454,893
EVERBRIDGE INC COM COM 29978A104 9,626 167,000 SH   SOLE 0 0 0 167,000
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 3,725 485,000 SH   SOLE 0 0 0 485,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 11,201 630,000 SH   SOLE 0 0 0 630,000
EXACT SCIENCES CORP COM COM 30063P105 17,994 228,000 SH   SOLE 0 0 0 228,000
EXELIXIS INC COM COM 30161Q104 1,577 89,000 SH   SOLE 0 0 0 89,000
FACEBOOK INC CL A COM 30303M102 45,317 275,548 SH   SOLE 0 0 0 275,548
FIBROGEN INC COM COM 31572Q808 11,542 190,000 SH   SOLE 0 0 0 190,000
58 COM INC SPON ADR REP A ADR 31680Q104 10,797 146,700 SH   SOLE 0 0 0 146,700
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 58,112 605,336 SH   SOLE 0 0 0 605,336
GRAND CANYON ED INC COM COM 38526M106 137,085 1,215,290 SH   SOLE 0 0 0 1,215,290
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 16,253 757,016 SH   SOLE 0 0 0 757,016
IAC INTERACTIVECORP COM COM 44919P508 104,459 482,000 SH   SOLE 0 0 0 482,000
IPG PHOTONICS CORP COM COM 44980X109 40,918 262,176 SH   SOLE 0 0 0 262,176
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 11,608 155,000 SH   SOLE 0 0 0 155,000
JD COM INC SPON ADR CL A ADR 47215P106 2,609 100,000 SH   SOLE 0 0 0 100,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 1,689 156,844 SH   SOLE 0 0 0 156,844
KAR AUCTION SVCS INC COM COM 48238T109 26,860 450,000 SH   SOLE 0 0 0 450,000
KADANT INC COM COM 48282T104 58,056 538,303 SH   SOLE 0 0 0 538,303
LCI INDS COM COM 50189K103 33,534 405,000 SH   SOLE 0 0 0 405,000
MANPOWERGROUP INC COM COM 56418H100 627 7,296 SH   SOLE 0 0 0 7,296
MASTERCARD INCORPORATED CL A COM 57636Q104 109,009 489,686 SH   SOLE 0 0 0 489,686
MERCK & CO INC COM COM 58933Y105 52,850 745,000 SH   SOLE 0 0 0 745,000
MOMO INC ADR ADR 60879B107 24,572 561,000 SH   SOLE 0 0 0 561,000
MYOKARDIA INC COM COM 62857M105 4,108 63,000 SH   SOLE 0 0 0 63,000
NATIONAL VISION HLDGS INC COM COM 63845R107 13,091 290,000 SH   SOLE 0 0 0 290,000
NETEASE INC SPONSORED ADR ADR 64110W102 54,686 239,587 SH   SOLE 0 0 0 239,587
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 20,287 165,000 SH   SOLE 0 0 0 165,000
NUANCE COMMUNICATIONS INC COM COM 67020Y100 19,052 1,100,000 SH   SOLE 0 0 0 1,100,000
NVIDIA CORP COM COM 67066G104 44,682 159,000 SH   SOLE 0 0 0 159,000
PRA GROUP INC COM COM 69354N106 254 7,052 SH   SOLE 0 0 0 7,052
PAYPAL HLDGS INC COM COM 70450Y103 60,065 683,800 SH   SOLE 0 0 0 683,800
POOL CORPORATION COM COM 73278L105 76,765 460,000 SH   SOLE 0 0 0 460,000
REDFIN CORP COM COM 75737F108 14,960 800,000 SH   SOLE 0 0 0 800,000
SVB FINL GROUP COM COM 78486Q101 64,307 206,889 SH   SOLE 0 0 0 206,889
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 34,889 456,000 SH   SOLE 0 0 0 456,000
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 7,104 188,686 SH   SOLE 0 0 0 188,686
SOUTHSIDE BANCSHARES INC COM COM 84470P109 20,880 600,000 SH   SOLE 0 0 0 600,000
STRATEGIC ED INC COM ADDED COM 86272C103 24,665 180,000 SH   SOLE 0 0 0 180,000
SUNRUN INC COM COM 86771W105 12,793 1,028,412 SH   SOLE 0 0 0 1,028,412
SYNCHRONY FINL COM COM 87165B103 12,743 410,000 SH   SOLE 0 0 0 410,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 21,660 410,000 SH   SOLE 0 0 0 410,000
TPI COMPOSITES INC COM COM 87266J104 49,396 1,730,160 SH   SOLE 0 0 0 1,730,160
TELADOC HEALTH INC COM COM 87918A105 9,758 113,000 SH   SOLE 0 0 0 113,000
UNITEDHEALTH GROUP INC COM COM 91324P102 148,756 559,150 SH   SOLE 0 0 0 559,150
UNIVERSAL DISPLAY CORP COM COM 91347P105 5,085 43,127 SH   SOLE 0 0 0 43,127
VAIL RESORTS INC COM COM 91879Q109 30,186 110,000 SH   SOLE 0 0 0 110,000
VERTEX PHARMACEUTICALS INC COM COM 92532F100 15,612 81,000 SH   SOLE 0 0 0 81,000
VISTEON CORP COM NEW COM 92839U206 13,470 145,000 SH   SOLE 0 0 0 145,000
WESTROCK CO COM COM 96145D105 10,688 200,000 SH   SOLE 0 0 0 200,000
XYLEM INC COM COM 98419M100 55,394 693,557 SH   SOLE 0 0 0 693,557
YY INC ADS REPCOM CLA COM 98426T106 1,101 14,700 SH   SOLE 0 0 0 14,700
YUM CHINA HLDGS INC COM COM 98850P109 1,229 35,000 SH   SOLE 0 0 0 35,000