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 82,670 1,037,129 SH   SOLE 0 0 0 1,037,129
AQUAVENTURE HLDGS LTD SHS COM G0443N107 10,804 571,933 SH   SOLE 0 0 0 571,933
CREDICORP LTD COM COM G2519Y108 12,561 56,665 SH   SOLE 0 0 0 56,665
SINA CORP ORD COM G81477104 4,157 77,500 SH   SOLE 0 0 0 77,500
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 38,859 378,559 SH   SOLE 0 0 0 378,559
FOAMIX PHARMACEUTICALS LTD SHS COM M46135105 2,298 640,000 SH   SOLE 0 0 0 640,000
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 56,453 611,094 SH   SOLE 0 0 0 611,094
YANDEX N V SHS CLASS A COM N97284108 14,671 536,406 SH   SOLE 0 0 0 536,406
AZURE PWR GLOBAL LTD SHS COM V0393H103 7,119 786,610 SH   SOLE 0 0 0 786,610
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 52,615 538,044 SH   SOLE 0 0 0 538,044
ABBOTT LABS COM COM 002824100 55,614 768,887 SH   SOLE 0 0 0 768,887
ABBVIE INC COM COM 00287Y109 51,841 562,326 SH   SOLE 0 0 0 562,326
ABIOMED INC COM COM 003654100 6,013 18,500 SH   SOLE 0 0 0 18,500
ACTIVISION BLIZZARD INC COM COM 00507V109 30,845 662,326 SH   SOLE 0 0 0 662,326
ADOBE INC COM COM 00724F101 20,362 90,000 SH   SOLE 0 0 0 90,000
AERIE PHARMACEUTICALS INC COM COM 00771V108 14,198 393,300 SH   SOLE 0 0 0 393,300
AGIOS PHARMACEUTICALS INC COM COM 00847X104 8,991 195,000 SH   SOLE 0 0 0 195,000
ALARM COM HLDGS INC COM COM 011642105 6,719 129,530 SH   SOLE 0 0 0 129,530
ALBEMARLE CORP COM COM 012653101 33,834 439,008 SH   SOLE 0 0 0 439,008
ALEXION PHARMACEUTICALS INC COM COM 015351109 5,890 60,496 SH   SOLE 0 0 0 60,496
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 223,920 1,633,620 SH   SOLE 0 0 0 1,633,620
ALLIANCE DATA SYSTEMS CORP COM COM 018581108 19,580 130,467 SH   SOLE 0 0 0 130,467
ALPHABET INC CAP STK CL C COM 02079K107 36,531 35,275 SH   SOLE 0 0 0 35,275
ALPHABET INC CAP STK CL A COM 02079K305 36,574 35,000 SH   SOLE 0 0 0 35,000
AMAZON COM INC COM COM 023135106 68,598 45,672 SH   SOLE 0 0 0 45,672
AMERESCO INC CL A COM 02361E108 5,858 415,442 SH   SOLE 0 0 0 415,442
AMERICAN EXPRESS CO COM COM 025816109 13,726 144,000 SH   SOLE 0 0 0 144,000
AMGEN INC COM COM 031162100 9,681 49,729 SH   SOLE 0 0 0 49,729
ANSYS INC COM COM 03662Q105 12,458 87,155 SH   SOLE 0 0 0 87,155
APPLE INC COM COM 037833100 96,544 612,047 SH   SOLE 0 0 0 612,047
ARQULE INC COM COM 04269E107 2,770 1,000,000 SH   SOLE 0 0 0 1,000,000
ARRAY BIOPHARMA INC COM COM 04269X105 23,664 1,660,631 SH   SOLE 0 0 0 1,660,631
ASHLAND GLOBAL HLDGS INC COM COM 044186104 33,040 465,614 SH   SOLE 0 0 0 465,614
AUTOHOME INC SP ADR RP CL A ADR 05278C107 29,896 382,150 SH   SOLE 0 0 0 382,150
AUTOMATIC DATA PROCESSING IN COM COM 053015103 12,482 95,194 SH   SOLE 0 0 0 95,194
BAIDU INC SPON ADR REP A ADR 056752108 51,593 325,304 SH   SOLE 0 0 0 325,304
BAXTER INTL INC COM COM 071813109 10,715 162,800 SH   SOLE 0 0 0 162,800
BOOKING HLDGS INC COM COM 09857L108 34,736 20,167 SH   SOLE 0 0 0 20,167
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 99,132 889,471 SH   SOLE 0 0 0 889,471
CAVCO INDS INC DEL COM COM 149568107 15,906 122,000 SH   SOLE 0 0 0 122,000
CENTENE CORP DEL COM COM 15135B101 27,233 236,191 SH   SOLE 0 0 0 236,191
CHURCH & DWIGHT INC COM COM 171340102 7,612 115,752 SH   SOLE 0 0 0 115,752
CINEMARK HOLDINGS INC COM COM 17243V102 20,450 571,226 SH   SOLE 0 0 0 571,226
CISCO SYS INC COM COM 17275R102 24,265 560,000 SH   SOLE 0 0 0 560,000
COGNEX CORP COM COM 192422103 10,634 275,000 SH   SOLE 0 0 0 275,000
COHERENT INC COM COM 192479103 5,923 56,027 SH   SOLE 0 0 0 56,027
COLUMBIA SPORTSWEAR CO COM COM 198516106 7,989 95,000 SH   SOLE 0 0 0 95,000
COMCAST CORP NEW CL A COM 20030N101 23,494 690,000 SH   SOLE 0 0 0 690,000
COOPER COS INC COM NEW COM 216648402 87,234 342,767 SH   SOLE 0 0 0 342,767
DIGIMARC CORP NEW COM COM 25381B101 725 50,000 SH   SOLE 0 0 0 50,000
DISNEY WALT CO COM DISNEY COM 254687106 52,613 479,830 SH   SOLE 0 0 0 479,830
EAST WEST BANCORP INC COM COM 27579R104 116,066 2,666,336 SH   SOLE 0 0 0 2,666,336
ECOLAB INC COM COM 278865100 6,763 45,900 SH   SOLE 0 0 0 45,900
EDITAS MEDICINE INC COM COM 28106W103 3,071 135,000 SH   SOLE 0 0 0 135,000
EDWARDS LIFESCIENCES CORP COM COM 28176E108 5,974 39,000 SH   SOLE 0 0 0 39,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 33,619 1,473,206 SH   SOLE 0 0 0 1,473,206
EVERBRIDGE INC COM COM 29978A104 11,749 206,988 SH   SOLE 0 0 0 206,988
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 3,506 625,000 SH   SOLE 0 0 0 625,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 11,167 1,163,270 SH   SOLE 0 0 0 1,163,270
EXACT SCIENCES CORP COM COM 30063P105 13,825 219,100 SH   SOLE 0 0 0 219,100
FACEBOOK INC CL A COM 30303M102 15,731 120,000 SH   SOLE 0 0 0 120,000
FAIR ISAAC CORP COM COM 303250104 65,450 350,000 SH   SOLE 0 0 0 350,000
FIBROGEN INC COM COM 31572Q808 16,078 347,400 SH   SOLE 0 0 0 347,400
58 COM INC SPON ADR REP A ADR 31680Q104 22,989 424,077 SH   SOLE 0 0 0 424,077
51JOB INC SP ADR REP COM ADR 316827104 4,995 80,000 SH   SOLE 0 0 0 80,000
FIRST HORIZON NATL CORP COM COM 320517105 18,292 1,390,000 SH   SOLE 0 0 0 1,390,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 51,041 587,357 SH   SOLE 0 0 0 587,357
FIRST SOLAR INC COM COM 336433107 10,707 252,191 SH   SOLE 0 0 0 252,191
GILEAD SCIENCES INC COM COM 375558103 20,446 326,870 SH   SOLE 0 0 0 326,870
GLOBAL WTR RES INC COM COM 379463102 8,158 804,497 SH   SOLE 0 0 0 804,497
GLU MOBILE INC COM COM 379890106 13,316 1,650,000 SH   SOLE 0 0 0 1,650,000
GRAND CANYON ED INC COM COM 38526M106 128,960 1,341,374 SH   SOLE 0 0 0 1,341,374
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B ADR 40051E202 58,729 389,970 SH   SOLE 0 0 0 389,970
HDFC BANK LTD ADR REPS 3 SHS ADR 40415F101 829 8,000 SH   SOLE 0 0 0 8,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 14,391 755,457 SH   SOLE 0 0 0 755,457
HOME DEPOT INC COM COM 437076102 58,370 339,715 SH   SOLE 0 0 0 339,715
IAC INTERACTIVECORP COM COM 44919P508 104,792 572,510 SH   SOLE 0 0 0 572,510
IPG PHOTONICS CORP COM COM 44980X109 29,249 258,180 SH   SOLE 0 0 0 258,180
ILLUMINA INC COM COM 452327109 13,497 45,000 SH   SOLE 0 0 0 45,000
INFOSYS LTD SPONSORED ADR ADR 456788108 1,078 113,200 SH   SOLE 0 0 0 113,200
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 10,923 145,000 SH   SOLE 0 0 0 145,000
INTUIT COM COM 461202103 22,018 111,850 SH   SOLE 0 0 0 111,850
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 4,540 496,705 SH   SOLE 0 0 0 496,705
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 2,339 236,536 SH   SOLE 0 0 0 236,536
JOHNSON & JOHNSON COM COM 478160104 112,502 871,771 SH   SOLE 0 0 0 871,771
KAR AUCTION SVCS INC COM COM 48238T109 23,860 500,000 SH   SOLE 0 0 0 500,000
KADANT INC COM COM 48282T104 62,795 770,867 SH   SOLE 0 0 0 770,867
LCI INDS COM COM 50189K103 25,050 375,000 SH   SOLE 0 0 0 375,000
LAS VEGAS SANDS CORP COM COM 517834107 25,676 493,300 SH   SOLE 0 0 0 493,300
LAUDER ESTEE COS INC CL A COM 518439104 20,451 157,195 SH   SOLE 0 0 0 157,195
LILLY ELI & CO COM COM 532457108 43,179 373,134 SH   SOLE 0 0 0 373,134
MSA SAFETY INC COM COM 553498106 33,130 351,441 SH   SOLE 0 0 0 351,441
MARTIN MARIETTA MATLS INC COM COM 573284106 5,156 30,000 SH   SOLE 0 0 0 30,000
MASTEC INC COM COM 576323109 51,002 1,257,442 SH   SOLE 0 0 0 1,257,442
MASTERCARD INCORPORATED CL A COM 57636Q104 98,640 522,875 SH   SOLE 0 0 0 522,875
MAXIMUS INC COM COM 577933104 17,531 269,331 SH   SOLE 0 0 0 269,331
MERCK & CO INC COM COM 58933Y105 71,715 938,549 SH   SOLE 0 0 0 938,549
MICROSOFT CORP COM COM 594918104 93,734 922,849 SH   SOLE 0 0 0 922,849
MIDDLEBY CORP COM COM 596278101 14,382 140,000 SH   SOLE 0 0 0 140,000
MINERVA NEUROSCIENCES INC COM COM 603380106 1,382 205,000 SH   SOLE 0 0 0 205,000
MOMO INC ADR ADR 60879B107 20,298 854,670 SH   SOLE 0 0 0 854,670
MYOKARDIA INC COM COM 62857M105 2,590 53,000 SH   SOLE 0 0 0 53,000
NCI BUILDING SYS INC COM NEW COM 628852204 2,930 404,143 SH   SOLE 0 0 0 404,143
NASDAQ INC COM COM 631103108 50,243 615,946 SH   SOLE 0 0 0 615,946
NATIONAL VISION HLDGS INC COM COM 63845R107 13,605 482,968 SH   SOLE 0 0 0 482,968
NEKTAR THERAPEUTICS COM COM 640268108 2,105 64,033 SH   SOLE 0 0 0 64,033
NETEASE INC SPONSORED ADR ADR 64110W102 93,528 397,367 SH   SOLE 0 0 0 397,367
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 14,311 200,400 SH   SOLE 0 0 0 200,400
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 14,177 258,666 SH   SOLE 0 0 0 258,666
NIKE INC CL B COM 654106103 21,397 288,600 SH   SOLE 0 0 0 288,600
NUANCE COMMUNICATIONS INC COM COM 67020Y100 16,681 1,260,844 SH   SOLE 0 0 0 1,260,844
NVIDIA CORP COM COM 67066G104 19,699 147,555 SH   SOLE 0 0 0 147,555
ORMAT TECHNOLOGIES INC COM COM 686688102 14,415 275,613 SH   SOLE 0 0 0 275,613
PAYPAL HLDGS INC COM COM 70450Y103 60,169 715,534 SH   SOLE 0 0 0 715,534
PLANET FITNESS INC CL A COM 72703H101 10,981 204,796 SH   SOLE 0 0 0 204,796
POOL CORPORATION COM COM 73278L105 105,111 707,103 SH   SOLE 0 0 0 707,103
PROGRESSIVE CORP OHIO COM COM 743315103 71,577 1,186,427 SH   SOLE 0 0 0 1,186,427
PROOFPOINT INC COM COM 743424103 13,514 161,248 SH   SOLE 0 0 0 161,248
PROSPERITY BANCSHARES INC COM COM 743606105 32,402 520,100 SH   SOLE 0 0 0 520,100
PROTO LABS INC COM COM 743713109 47,273 419,126 SH   SOLE 0 0 0 419,126
QIWI PLC SPON ADR REP B ADR 74735M108 566 40,000 SH   SOLE 0 0 0 40,000
REDFIN CORP COM COM 75737F108 11,019 765,201 SH   SOLE 0 0 0 765,201
RETROPHIN INC COM COM 761299106 10,046 443,916 SH   SOLE 0 0 0 443,916
ROBERT HALF INTL INC COM COM 770323103 276 4,818 SH   SOLE 0 0 0 4,818
ROCKWELL AUTOMATION INC COM COM 773903109 15,349 102,000 SH   SOLE 0 0 0 102,000
ROLLINS INC COM COM 775711104 17,024 471,590 SH   SOLE 0 0 0 471,590
SVB FINL GROUP COM COM 78486Q101 44,029 231,829 SH   SOLE 0 0 0 231,829
SANGAMO THERAPEUTICS INC COM COM 800677106 1,091 95,000 SH   SOLE 0 0 0 95,000
SAREPTA THERAPEUTICS INC COM COM 803607100 2,892 26,500 SH   SOLE 0 0 0 26,500
SENSIENT TECHNOLOGIES CORP COM COM 81725T100 30,718 550,000 SH   SOLE 0 0 0 550,000
SERVICE CORP INTL COM COM 817565104 138,830 3,448,328 SH   SOLE 0 0 0 3,448,328
SMITH A O COM COM 831865209 17,791 416,645 SH   SOLE 0 0 0 416,645
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 13,115 373,659 SH   SOLE 0 0 0 373,659
SOUTHSIDE BANCSHARES INC COM COM 84470P109 22,853 719,787 SH   SOLE 0 0 0 719,787
STARBUCKS CORP COM COM 855244109 12,880 200,000 SH   SOLE 0 0 0 200,000
STRATEGIC ED INC COM COM 86272C103 24,221 213,550 SH   SOLE 0 0 0 213,550
SUNRUN INC COM COM 86771W105 7,706 707,614 SH   SOLE 0 0 0 707,614
SUNTRUST BKS INC COM COM 867914103 15,223 301,805 SH   SOLE 0 0 0 301,805
SYNCHRONY FINL COM COM 87165B103 9,619 410,000 SH   SOLE 0 0 0 410,000
TD AMERITRADE HLDG CORP COM COM 87236Y108 17,626 360,000 SH   SOLE 0 0 0 360,000
TJX COS INC NEW COM COM 872540109 12,188 272,415 SH   SOLE 0 0 0 272,415
TPI COMPOSITES INC COM COM 87266J104 52,293 2,127,478 SH   SOLE 0 0 0 2,127,478
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR ADR 874039100 40,358 1,093,426 SH   SOLE 0 0 0 1,093,426
TAL ED GROUP SPONSORED ADS COM 874080104 4,352 163,100 SH   SOLE 0 0 0 163,100
TELADOC HEALTH INC COM COM 87918A105 13,504 272,414 SH   SOLE 0 0 0 272,414
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR ADR 881624209 694 45,000 SH   SOLE 0 0 0 45,000
THERMO FISHER SCIENTIFIC INC COM COM 883556102 82,210 367,354 SH   SOLE 0 0 0 367,354
TIVITY HEALTH INC COM COM 88870R102 7,259 292,572 SH   SOLE 0 0 0 292,572
TREX CO INC COM COM 89531P105 7,123 120,000 SH   SOLE 0 0 0 120,000
TRUPANION INC COM COM 898202106 16,804 660,000 SH   SOLE 0 0 0 660,000
UMPQUA HLDGS CORP COM COM 904214103 22,260 1,400,000 SH   SOLE 0 0 0 1,400,000
UNITEDHEALTH GROUP INC COM COM 91324P102 146,017 586,131 SH   SOLE 0 0 0 586,131
UNIVERSAL DISPLAY CORP COM COM 91347P105 4,162 44,480 SH   SOLE 0 0 0 44,480
VAIL RESORTS INC COM COM 91879Q109 47,915 227,281 SH   SOLE 0 0 0 227,281
VERTEX PHARMACEUTICALS INC COM COM 92532F100 14,748 89,000 SH   SOLE 0 0 0 89,000
VISTEON CORP COM NEW COM 92839U206 7,234 120,000 SH   SOLE 0 0 0 120,000
WATSCO INC COM COM 942622200 29,609 212,800 SH   SOLE 0 0 0 212,800
WEIBO CORP SPONSORED ADR ADR 948596101 23,503 402,248 SH   SOLE 0 0 0 402,248
WEIGHT WATCHERS INTL INC NEW COM COM 948626106 9,186 238,281 SH   SOLE 0 0 0 238,281
WELBILT INC COM COM 949090104 27,775 2,499,961 SH   SOLE 0 0 0 2,499,961
WESTERN ALLIANCE BANCORP COM COM 957638109 29,769 753,842 SH   SOLE 0 0 0 753,842
WESTROCK CO COM COM 96145D105 7,552 200,000 SH   SOLE 0 0 0 200,000
WORLDPAY INC CL A COM 981558109 30,694 401,597 SH   SOLE 0 0 0 401,597
WYNN RESORTS LTD COM COM 983134107 10,130 102,420 SH   SOLE 0 0 0 102,420
XYLEM INC COM COM 98419M100 46,779 701,121 SH   SOLE 0 0 0 701,121
YY INC ADS REPCOM CLA COM 98426T106 880 14,700 SH   SOLE 0 0 0 14,700
YUM CHINA HLDGS INC COM COM 98850P109 1,006 30,000 SH   SOLE 0 0 0 30,000