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
ABBOTT LABS COM COM 002824100 16,139 220,000 SH   SOLE 0 0 0 220,000
ABBVIE INC COM COM 00287Y109 49,687 525,341 SH   SOLE 0 0 0 525,341
ABIOMED INC COM COM 003654100 7,421 16,500 SH   SOLE 0 0 0 16,500
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
ALBEMARLE CORP COM COM 012653101 33,367 334,407 SH   SOLE 0 0 0 334,407
ALEXION PHARMACEUTICALS INC COM COM 015351109 9,341 67,200 SH   SOLE 0 0 0 67,200
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 210,085 1,275,097 SH   SOLE 0 0 0 1,275,097
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 34,243 145,000 SH   SOLE 0 0 0 145,000
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
AMAZON COM INC COM COM 023135106 83,525 41,700 SH   SOLE 0 0 0 41,700
AMERESCO INC CL A COM 02361E108 5,178 379,350 SH   SOLE 0 0 0 379,350
AMERICAN EXPRESS CO COM COM 025816109 16,825 158,000 SH   SOLE 0 0 0 158,000
AMGEN INC COM COM 031162100 10,912 52,640 SH   SOLE 0 0 0 52,640
ANAPTYSBIO INC COM COM 032724106 1,596 16,000 SH   SOLE 0 0 0 16,000
ANSYS INC COM COM 03662Q105 21,431 114,800 SH   SOLE 0 0 0 114,800
APPLE INC COM COM 037833100 132,238 585,800 SH   SOLE 0 0 0 585,800
ARQULE INC COM COM 04269E107 5,660 1,000,000 SH   SOLE 0 0 0 1,000,000
ARRAY BIOPHARMA INC COM COM 04269X105 21,630 1,423,000 SH   SOLE 0 0 0 1,423,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 29,351 350,000 SH   SOLE 0 0 0 350,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 11,588 149,699 SH   SOLE 0 0 0 149,699
AUTOMATIC DATA PROCESSING IN COM COM 053015103 11,403 75,687 SH   SOLE 0 0 0 75,687
BADGER METER INC COM COM 056525108 869 16,419 SH   SOLE 0 0 0 16,419
BAIDU INC SPON ADR REP A ADR 056752108 52,895 231,304 SH   SOLE 0 0 0 231,304
BANK OZK COM ADDED COM 06417N103 34,354 905,000 SH   SOLE 0 0 0 905,000
BAXTER INTL INC COM COM 071813109 12,550 162,800 SH   SOLE 0 0 0 162,800
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
BRADY CORP CL A COM 104674106 206 4,707 SH   SOLE 0 0 0 4,707
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 96,535 819,200 SH   SOLE 0 0 0 819,200
BRISTOL MYERS SQUIBB CO COM COM 110122108 3,170 51,060 SH   SOLE 0 0 0 51,060
CIGNA CORPORATION COM COM 125509109 535 2,568 SH   SOLE 0 0 0 2,568
CAVCO INDS INC DEL COM COM 149568107 27,071 107,000 SH   SOLE 0 0 0 107,000
CELGENE CORP COM COM 151020104 48,469 541,609 SH   SOLE 0 0 0 541,609
CENTENE CORP DEL COM COM 15135B101 28,594 197,500 SH   SOLE 0 0 0 197,500
CHURCH & DWIGHT INC COM COM 171340102 13,672 230,285 SH   SOLE 0 0 0 230,285
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
COGNEX CORP COM COM 192422103 23,444 420,000 SH   SOLE 0 0 0 420,000
COHERENT INC COM COM 192479103 9,354 54,323 SH   SOLE 0 0 0 54,323
COLUMBIA SPORTSWEAR CO COM COM 198516106 2,792 30,000 SH   SOLE 0 0 0 30,000
COMCAST CORP NEW CL A COM 20030N101 20,538 580,000 SH   SOLE 0 0 0 580,000
COOPER COS INC COM NEW COM 216648402 91,336 329,554 SH   SOLE 0 0 0 329,554
DEERE & CO COM COM 244199105 1,052 7,000 SH   SOLE 0 0 0 7,000
DIGIMARC CORP NEW COM COM 25381B101 431 13,700 SH   SOLE 0 0 0 13,700
DISNEY WALT CO COM DISNEY COM 254687106 61,510 526,000 SH   SOLE 0 0 0 526,000
DOLLAR GEN CORP NEW COM COM 256677105 266 2,432 SH   SOLE 0 0 0 2,432
EAST WEST BANCORP INC COM COM 27579R104 129,760 2,149,416 SH   SOLE 0 0 0 2,149,416
ECOLAB INC COM COM 278865100 7,031 44,849 SH   SOLE 0 0 0 44,849
EDITAS MEDICINE INC COM COM 28106W103 4,296 135,000 SH   SOLE 0 0 0 135,000
EDWARDS LIFESCIENCES CORP COM COM 28176E108 18,106 104,000 SH   SOLE 0 0 0 104,000
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
FAIR ISAAC CORP COM COM 303250104 59,268 259,320 SH   SOLE 0 0 0 259,320
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
51JOB INC SP ADR REP COM ADR 316827104 2,310 30,000 SH   SOLE 0 0 0 30,000
FIRST HORIZON NATL CORP COM COM 320517105 17,260 1,000,000 SH   SOLE 0 0 0 1,000,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 58,112 605,336 SH   SOLE 0 0 0 605,336
FIRST SOLAR INC COM COM 336433107 9,948 205,461 SH   SOLE 0 0 0 205,461
GILEAD SCIENCES INC COM COM 375558103 24,983 323,570 SH   SOLE 0 0 0 323,570
GLOBAL WTR RES INC COM COM 379463102 8,076 762,648 SH   SOLE 0 0 0 762,648
GLU MOBILE INC COM COM 379890106 9,685 1,300,000 SH   SOLE 0 0 0 1,300,000
GRAND CANYON ED INC COM COM 38526M106 137,085 1,215,290 SH   SOLE 0 0 0 1,215,290
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 78,232 381,380 SH   SOLE 0 0 0 381,380
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 16,253 757,016 SH   SOLE 0 0 0 757,016
HOME DEPOT INC COM COM 437076102 83,979 405,404 SH   SOLE 0 0 0 405,404
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
ILLUMINA INC COM COM 452327109 8,442 23,000 SH   SOLE 0 0 0 23,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 11,608 155,000 SH   SOLE 0 0 0 155,000
INTUIT COM COM 461202103 20,171 88,703 SH   SOLE 0 0 0 88,703
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 3,636 331,137 SH   SOLE 0 0 0 331,137
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
JOHNSON & JOHNSON COM COM 478160104 110,948 802,983 SH   SOLE 0 0 0 802,983
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
KELLOGG CO COM COM 487836108 714 10,201 SH   SOLE 0 0 0 10,201
LCI INDS COM COM 50189K103 33,534 405,000 SH   SOLE 0 0 0 405,000
LAS VEGAS SANDS CORP COM COM 517834107 5,221 88,000 SH   SOLE 0 0 0 88,000
LAUDER ESTEE COS INC CL A COM 518439104 22,573 155,331 SH   SOLE 0 0 0 155,331
LILLY ELI & CO COM COM 532457108 38,647 360,140 SH   SOLE 0 0 0 360,140
MSA SAFETY INC COM COM 553498106 28,090 263,900 SH   SOLE 0 0 0 263,900
MANPOWERGROUP INC COM COM 56418H100 627 7,296 SH   SOLE 0 0 0 7,296
MARTIN MARIETTA MATLS INC COM COM 573284106 5,095 28,000 SH   SOLE 0 0 0 28,000
MASTEC INC COM COM 576323109 36,613 820,000 SH   SOLE 0 0 0 820,000
MASTERCARD INCORPORATED CL A COM 57636Q104 109,009 489,686 SH   SOLE 0 0 0 489,686
MAXIMUS INC COM COM 577933104 20,169 310,000 SH   SOLE 0 0 0 310,000
MERCK & CO INC COM COM 58933Y105 52,850 745,000 SH   SOLE 0 0 0 745,000
MICROSOFT CORP COM COM 594918104 92,120 805,455 SH   SOLE 0 0 0 805,455
MICROCHIP TECHNOLOGY INC COM COM 595017104 8,286 105,000 SH   SOLE 0 0 0 105,000
MIDDLEBY CORP COM COM 596278101 19,855 153,500 SH   SOLE 0 0 0 153,500
MINERVA NEUROSCIENCES INC COM COM 603380106 2,573 205,000 SH   SOLE 0 0 0 205,000
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
NCI BUILDING SYS INC COM NEW COM 628852204 12,120 800,000 SH   SOLE 0 0 0 800,000
NASDAQ INC COM COM 631103108 52,784 615,200 SH   SOLE 0 0 0 615,200
NATIONAL VISION HLDGS INC COM COM 63845R107 13,091 290,000 SH   SOLE 0 0 0 290,000
NEKTAR THERAPEUTICS COM COM 640268108 3,078 50,500 SH   SOLE 0 0 0 50,500
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
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 13,264 179,216 SH   SOLE 0 0 0 179,216
NIKE INC CL B COM 654106103 20,695 244,272 SH   SOLE 0 0 0 244,272
NORFOLK SOUTHERN CORP COM COM 655844108 289 1,600 SH   SOLE 0 0 0 1,600
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
ORMAT TECHNOLOGIES INC COM COM 686688102 15,168 280,317 SH   SOLE 0 0 0 280,317
OWENS CORNING NEW COM COM 690742101 12,482 230,000 SH   SOLE 0 0 0 230,000
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
POWER INTEGRATIONS INC COM COM 739276103 4,734 74,908 SH   SOLE 0 0 0 74,908
PROGRESSIVE CORP OHIO COM COM 743315103 83,019 1,168,617 SH   SOLE 0 0 0 1,168,617
PROOFPOINT INC COM COM 743424103 9,570 90,000 SH   SOLE 0 0 0 90,000
PROSPERITY BANCSHARES INC COM COM 743606105 30,514 440,000 SH   SOLE 0 0 0 440,000
PROTO LABS INC COM COM 743713109 64,738 400,236 SH   SOLE 0 0 0 400,236
QUDIAN INC ADR ADR 747798106 3,126 600,000 SH   SOLE 0 0 0 600,000
REDFIN CORP COM COM 75737F108 14,960 800,000 SH   SOLE 0 0 0 800,000
RETROPHIN INC COM COM 761299106 7,671 267,000 SH   SOLE 0 0 0 267,000
ROCKWELL AUTOMATION INC COM COM 773903109 19,836 105,779 SH   SOLE 0 0 0 105,779
ROLLINS INC COM COM 775711104 16,599 273,500 SH   SOLE 0 0 0 273,500
SVB FINL GROUP COM COM 78486Q101 64,307 206,889 SH   SOLE 0 0 0 206,889
SANGAMO THERAPEUTICS INC COM COM 800677106 9,238 545,000 SH   SOLE 0 0 0 545,000
SAREPTA THERAPEUTICS INC COM COM 803607100 5,249 32,500 SH   SOLE 0 0 0 32,500
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 34,889 456,000 SH   SOLE 0 0 0 456,000
SERVICE CORP INTL COM COM 817565104 122,864 2,779,736 SH   SOLE 0 0 0 2,779,736
SMITH A O COM COM 831865209 29,355 550,037 SH   SOLE 0 0 0 550,037
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
STARBUCKS CORP COM COM 855244109 11,368 200,000 SH   SOLE 0 0 0 200,000
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
SUNTRUST BKS INC COM COM 867914103 26,716 400,000 SH   SOLE 0 0 0 400,000
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
TJX COS INC NEW COM COM 872540109 10,466 93,427 SH   SOLE 0 0 0 93,427
TPI COMPOSITES INC COM COM 87266J104 49,396 1,730,160 SH   SOLE 0 0 0 1,730,160
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 47,251 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL ED GROUP SPONSORED ADS COM 874080104 4,692 182,500 SH   SOLE 0 0 0 182,500
TELADOC HEALTH INC COM COM 87918A105 9,758 113,000 SH   SOLE 0 0 0 113,000
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR ADR 881624209 485 22,500 SH   SOLE 0 0 0 22,500
THERMO FISHER SCIENTIFIC INC COM COM 883556102 86,054 352,565 SH   SOLE 0 0 0 352,565
TRUPANION INC COM COM 898202106 14,292 400,000 SH   SOLE 0 0 0 400,000
UMPQUA HLDGS CORP COM COM 904214103 21,424 1,030,000 SH   SOLE 0 0 0 1,030,000
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
WATSCO INC COM COM 942622200 33,447 187,800 SH   SOLE 0 0 0 187,800
WEIBO CORP SPONSORED ADR ADR 948596101 10,531 144,000 SH   SOLE 0 0 0 144,000
WELBILT INC COM COM 949090104 26,908 1,288,718 SH   SOLE 0 0 0 1,288,718
WESTERN ALLIANCE BANCORP COM COM 957638109 32,427 570,000 SH   SOLE 0 0 0 570,000
WESTROCK CO COM COM 96145D105 10,688 200,000 SH   SOLE 0 0 0 200,000
WORLDPAY INC CL A COM 981558109 39,738 392,399 SH   SOLE 0 0 0 392,399
WYNN RESORTS LTD COM COM 983134107 8,475 66,700 SH   SOLE 0 0 0 66,700
XPO LOGISTICS INC COM COM 983793100 19,409 170,000 SH   SOLE 0 0 0 170,000
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