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
ACADIA PHARMACEUTICALS INC COM 004225108 55,765 1,303,540 SH   SOLE   1,087,721 0 215,819
ACCELERON PHARMA INC COM 00434H108 41,978 791,739 SH   SOLE   648,090 0 143,649
ACI WORLDWIDE INC COM 004498101 92,347 2,437,560 SH   SOLE   1,992,939 0 444,621
ACTIVISION BLIZZARD INC COM 00507V109 412,419 6,940,749 SH   SOLE   6,292,898 0 647,851
ADVANCE AUTO PARTS INC COM 00751Y106 268,619 1,677,192 SH   SOLE   1,524,157 0 153,035
ADVANCED MICRO DEVICES INC COM 007903107 903,518 19,701,651 SH   SOLE   17,896,234 0 1,805,417
AGILENT TECHNOLOGIES INC COM 00846U101 487,640 5,716,098 SH   SOLE   5,252,626 0 463,472
AIR LEASE CORP CL A 00912X302 275,438 5,796,247 SH   SOLE   5,384,477 0 411,770
ALEXION PHARMACEUTICALS INC COM 015351109 357,079 3,301,699 SH   SOLE   2,975,581 0 326,118
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 513,467 2,420,874 SH   SOLE   2,211,702 0 209,172
ALIBABA GROUP HLDG LTD OPTIONS 01609W102 37,733 177,900 SH Call SOLE   0 0 0
ALLERGAN PLC SHS G0177J108 81,055 423,992 SH   SOLE   423,992 0 0
ALPHABET INC CAP STK CL A 02079K305 1,187,085 886,288 SH   SOLE   792,258 0 94,030
ALPHABET INC CAP STK CL C 02079K107 702,850 525,684 SH   SOLE   471,981 0 53,703
ALTAIR ENGR INC COM CL A 021369103 22,247 619,518 SH   SOLE   507,137 0 112,381
ALTERYX INC COM CL A 02156B103 26,292 262,734 SH   SOLE   215,444 0 47,290
ALTRIA GROUP INC COM 02209S103 80,925 1,621,422 SH   SOLE   1,621,422 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 344,228 16,055,421 SH   SOLE   13,346,587 0 2,708,834
AMAZON COM INC COM 023135106 676,775 366,252 SH   SOLE   315,783 0 50,469
AMBARELLA INC SHS G037AX101 30,443 502,698 SH   SOLE   411,026 0 91,672
AMERCO COM 023586100 115,509 307,352 SH   SOLE   269,552 0 37,800
AMERICAN EXPRESS CO COM 025816109 545,820 4,384,447 SH   SOLE   3,995,495 0 388,952
AMERICAN EXPRESS CO OPTIONS 025816109 41,231 331,200 SH Call SOLE   0 0 0
AMERICAN TOWER CORP NEW COM 03027X100 18,835 81,954 SH   SOLE   81,954 0 0
AMERISOURCEBERGEN CORP COM 03073E105 80,823 950,637 SH   SOLE   833,207 0 117,430
AMPHENOL CORP NEW CL A 032095101 54,628 504,738 SH   SOLE   504,738 0 0
ANALOG DEVICES INC COM 032654105 197,335 1,660,511 SH   SOLE   1,513,274 0 147,237
ANALOG DEVICES INC OPTIONS 032654105 82,320 692,700 SH Call SOLE   0 0 0
ANTHEM INC COM 036752103 675,687 2,237,153 SH   SOLE   2,035,582 0 201,571
AON PLC SHS CL A G0408V102 858,839 4,123,285 SH   SOLE   3,527,901 0 595,384
APPLE INC COM 037833100 113,564 386,732 SH   SOLE   386,732 0 0
APPLIED THERAPEUTICS INC COM 03828A101 5,029 184,333 SH   SOLE   184,333 0 0
APREA THERAPEUTICS INC COM 03836J102 8,312 181,130 SH   SOLE   181,130 0 0
APTIV PLC SHS G6095L109 684,673 7,209,365 SH   SOLE   6,594,489 0 614,876
ARAMARK COM 03852U106 25,741 593,103 SH   SOLE   435,195 0 157,908
ARCH CAP GROUP LTD ORD G0450A105 1,713,557 39,952,377 SH   SOLE   37,813,746 0 2,138,631
ARCO PLATFORM LTD COM CL A G04553106 31,555 713,912 SH   SOLE   713,912 0 0
ARGENX SE SPONSORED ADR 04016X101 211,622 1,318,353 SH   SOLE   1,184,471 0 133,882
ARISTA NETWORKS INC COM 040413106 467,618 2,299,008 SH   SOLE   2,082,035 0 216,973
ARROW ELECTRS INC COM 042735100 91,266 1,077,010 SH   SOLE   944,076 0 132,934
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 299,998 2,156,396 SH   SOLE   1,907,497 0 248,899
ASML HOLDING N V N Y REGISTRY SHS N07059210 38,046 128,559 SH   SOLE   128,559 0 0
ATLASSIAN CORP PLC CL A G06242104 556,185 4,621,782 SH   SOLE   4,226,823 0 394,959
AUTONATION INC COM 05329W102 226,763 4,663,020 SH   SOLE   4,301,460 0 361,560
AVALARA INC COM 05338G106 45,155 616,451 SH   SOLE   504,659 0 111,792
AXALTA COATING SYS LTD COM G0750C108 98,151 3,228,659 SH   SOLE   2,831,350 0 397,309
BAIDU INC SPON ADR REP A 056752108 891,758 7,055,046 SH   SOLE   6,676,123 0 378,923
BANDWIDTH INC COM CL A 05988J103 25,940 404,991 SH   SOLE   297,670 0 107,321
BANK AMER CORP COM 060505104 715,904 20,326,619 SH   SOLE   18,427,783 0 1,898,836
BANK NEW YORK MELLON CORP COM 064058100 724,270 14,390,420 SH   SOLE   13,074,912 0 1,315,508
BAOZUN INC SPONSORED ADR 06684L103 1,121 33,842 SH   SOLE   33,842 0 0
BECTON DICKINSON & CO COM 075887109 56,741 208,631 SH   SOLE   208,631 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 136,915 604,481 SH   SOLE   604,481 0 0
BEYOND MEAT INC COM 08862E109 22,338 295,482 SH   SOLE   277,371 0 18,111
BIO RAD LABS INC CL A 090572207 29,046 78,495 SH   SOLE   57,561 0 20,934
BLACKBERRY LTD COM 09228F103 12,494 1,943,000 SH   SOLE   1,943,000 0 0
BLACKLINE INC COM 09239B109 99,333 1,926,551 SH   SOLE   1,546,176 0 380,375
BLACKROCK INC COM 09247X101 54,046 107,512 SH   SOLE   107,512 0 0
BLOCK H & R INC COM 093671105 86,233 3,672,623 SH   SOLE   3,218,832 0 453,791
BOK FINL CORP COM NEW 05561Q201 82,665 945,821 SH   SOLE   845,092 0 100,729
BOOKING HLDGS INC COM 09857L108 550,589 268,092 SH   SOLE   248,224 0 19,868
BOSTON SCIENTIFIC CORP COM 101137107 876,008 19,372,146 SH   SOLE   17,505,797 0 1,866,349
BRIGHT HORIZONS FAM SOL IN D COM 109194100 63,890 425,114 SH   SOLE   348,258 0 76,856
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 121,491 983,414 SH   SOLE   919,040 0 64,374
BURLINGTON STORES INC COM 122017106 175,066 767,734 SH   SOLE   696,570 0 71,164
BWX TECHNOLOGIES INC COM 05605H100 69,284 1,116,047 SH   SOLE   912,846 0 203,201
CAE INC COM 124765108 33,525 1,266,238 SH   SOLE   1,113,542 0 152,696
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 123,789 3,415,802 SH   SOLE   3,007,040 0 408,762
CARNIVAL CORP UNIT 99/99/9999 143658300 323,194 6,358,328 SH   SOLE   5,779,538 0 578,790
CATALENT INC COM 148806102 133,667 2,374,186 SH   SOLE   2,153,515 0 220,671
CELANESE CORP DEL COM 150870103 250,178 2,031,985 SH   SOLE   1,858,344 0 173,641
CENTENE CORP DEL COM 15135B101 110,469 1,757,101 SH   SOLE   1,642,929 0 114,172
CERIDIAN HCM HLDG INC COM 15677J108 512,701 7,553,052 SH   SOLE   6,836,432 0 716,620
CHARTER COMMUNICATIONS INC N CL A 16119P108 35,743 73,685 SH   SOLE   73,685 0 0
CHEGG INC COM 163092109 114,865 3,029,949 SH   SOLE   2,480,614 0 549,335
CHIPOTLE MEXICAN GRILL INC COM 169656105 94,200 112,530 SH   SOLE   105,572 0 6,958
CHUBB LIMITED COM H1467J104 71,571 459,788 SH   SOLE   459,788 0 0
CIGNA CORP NEW COM 125523100 20,598 100,728 SH   SOLE   74,040 0 26,688
CINTAS CORP COM 172908105 118,268 439,527 SH   SOLE   397,406 0 42,121
CISCO SYS INC COM 17275R102 80,953 1,687,933 SH   SOLE   1,687,933 0 0
CITIGROUP INC COM NEW 172967424 849,554 10,634,050 SH   SOLE   9,804,749 0 829,301
CLARIVATE ANALYTICS PLC COM G21810109 81,308 4,839,747 SH   SOLE   3,577,617 0 1,262,130
CMS ENERGY CORP COM 125896100 54,522 867,628 SH   SOLE   813,964 0 53,664
COGNEX CORP COM 192422103 198,854 3,548,429 SH   SOLE   3,188,118 0 360,311
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 609,240 9,823,283 SH   SOLE   8,925,395 0 897,888
COHERENT INC COM 192479103 21,558 129,596 SH   SOLE   105,789 0 23,807
COMCAST CORP NEW CL A 20030N101 102,455 2,278,302 SH   SOLE   2,278,302 0 0
COPA HOLDINGS SA CL A P31076105 2,808 25,978 SH   SOLE   25,978 0 0
COUPA SOFTWARE INC COM 22266L106 81,039 554,115 SH   SOLE   454,323 0 99,792
CREDICORP LTD COM G2519Y108 2,953 13,854 SH   SOLE   13,854 0 0
CREE INC COM 225447101 206,190 4,467,830 SH   SOLE   3,980,068 0 487,762
CUBIC CORP COM 229669106 49,315 775,760 SH   SOLE   635,025 0 140,735
DANAHER CORPORATION COM 235851102 27,369 178,321 SH   SOLE   131,059 0 47,262
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 3,982 372,107 SH   SOLE   372,107 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 50,430 3,930,629 SH   SOLE   3,438,078 0 492,551
DENTSPLY SIRONA INC COM 24906P109 634,584 11,213,708 SH   SOLE   10,134,028 0 1,079,680
DESCARTES SYS GROUP INC COM 249906108 13,215 309,200 SH   SOLE   309,200 0 0
DESPEGAR COM CORP ORD SHS G27358103 1,292 95,860 SH   SOLE   95,860 0 0
DEVON ENERGY CORP NEW COM 25179M103 73,243 2,820,278 SH   SOLE   2,632,489 0 187,789
DEXCOM INC COM 252131107 412,503 1,885,816 SH   SOLE   1,673,359 0 212,457
DOLLAR TREE INC COM 256746108 29,987 318,837 SH   SOLE   234,266 0 84,571
DONALDSON INC COM 257651109 53,280 924,673 SH   SOLE   758,237 0 166,436
DOW INC COM 260557103 32,863 600,462 SH   SOLE   600,462 0 0
DUPONT DE NEMOURS INC COM 26614N102 41,091 640,049 SH   SOLE   640,049 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 153,406 3,381,216 SH   SOLE   3,176,166 0 205,050
EDWARDS LIFESCIENCES CORP COM 28176E108 116,223 498,193 SH   SOLE   466,988 0 31,205
EIDOS THERAPEUTICS INC COM 28249H104 19,432 338,598 SH   SOLE   248,869 0 89,729
EOG RES INC COM 26875P101 49,734 593,771 SH   SOLE   593,771 0 0
EQUINIX INC COM 29444U700 18,830 32,259 SH   SOLE   32,259 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 88,306 2,689,794 SH   SOLE   2,358,988 0 330,806
EXACT SCIENCES CORP COM 30063P105 202,690 2,191,714 SH   SOLE   2,053,873 0 137,841
EXPEDIA GROUP INC COM NEW 30212P303 715,170 6,613,373 SH   SOLE   5,979,553 0 633,820
EZCORP INC NOTE 2.375% 5/0 302301AE6 810 1,000,000 SH   SOLE   0 0 1,000,000
FACEBOOK INC CL A 30303M102 857,200 4,176,368 SH   SOLE   3,853,525 0 322,843
FEDEX CORP COM 31428X106 761,602 5,036,716 SH   SOLE   4,614,562 0 422,154
FIDELITY NATL INFORMATION SV COM 31620M106 1,237,280 8,895,538 SH   SOLE   8,137,639 0 757,899
FIDELITY NATL INFORMATION SV OPTIONS 31620M106 36,344 261,300 SH Call SOLE   0 0 0
FIFTH THIRD BANCORP COM 316773100 97,241 3,163,324 SH   SOLE   2,826,460 0 336,864
FIRST REP BK SAN FRANCISCO C COM 33616C100 117,124 997,221 SH   SOLE   885,365 0 111,856
FIRST SOLAR INC COM 336433107 178,469 3,189,232 SH   SOLE   2,799,367 0 389,865
FLEXION THERAPEUTICS INC COM 33938J106 17,326 837,004 SH   SOLE   837,004 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 43,247 851,151 SH   SOLE   695,955 0 155,196
FORTIVE CORP COM 34959J108 590,735 7,733,142 SH   SOLE   6,986,131 0 747,011
GARDNER DENVER HLDGS INC COM 36555P107 273,614 7,459,498 SH   SOLE   6,488,195 0 971,303
GCI LIBERTY INC COM CLASS A 36164V305 150,952 2,130,583 SH   SOLE   1,904,755 0 225,828
GENMAB A/S SPONSORED ADS 372303206 83,383 3,734,123 SH   SOLE   3,113,254 0 620,869
GENTEX CORP COM 371901109 127,642 4,404,481 SH   SOLE   3,862,792 0 541,689
GLAUKOS CORP COM 377322102 65,664 1,205,509 SH   SOLE   986,883 0 218,626
GLOBAL PMTS INC COM 37940X102 764,882 4,189,759 SH   SOLE   3,793,090 0 396,669
GLOBE LIFE INC COM 37959E102 143,449 1,362,934 SH   SOLE   1,213,256 0 149,678
GLU MOBILE INC COM 379890106 20,115 3,324,773 SH   SOLE   2,722,191 0 602,582
GOLDMAN SACHS GROUP INC COM 38141G104 74,303 323,156 SH   SOLE   323,156 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 471,927 4,299,239 SH   SOLE   3,773,035 0 526,204
HALOZYME THERAPEUTICS INC COM 40637H109 93,269 5,260,496 SH   SOLE   4,176,223 0 1,084,273
HASBRO INC COM 418056107 137,869 1,305,452 SH   SOLE   1,224,932 0 80,520
HDFC BANK LTD SPONSORED ADS 40415F101 351,756 5,550,836 SH   SOLE   5,298,039 0 252,797
HEALTHEQUITY INC COM 42226A107 49,065 662,416 SH   SOLE   542,252 0 120,164
HERON THERAPEUTICS INC COM 427746102 24,910 1,060,005 SH   SOLE   1,060,005 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 38,035 342,933 SH   SOLE   342,933 0 0
HONEYWELL INTL INC COM 438516106 67,252 379,956 SH   SOLE   379,956 0 0
HONEYWELL INTL INC OPTIONS 438516106 19,151 108,200 SH Call SOLE   0 0 0
HOOKIPA PHARMA INC COM 43906K100 1,768 144,568 SH   SOLE   144,568 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 67,819 1,692,506 SH   SOLE   1,692,506 0 0
HUBSPOT INC COM 443573100 294,930 1,860,758 SH   SOLE   1,645,631 0 215,127
IAC INTERACTIVECORP COM 44919P508 97,178 390,101 SH   SOLE   341,868 0 48,233
ICICI BK LTD ADR 45104G104 3,944 261,379 SH   SOLE   261,379 0 0
IHS MARKIT LTD SHS G47567105 1,572,729 20,872,310 SH   SOLE   18,886,360 0 1,985,950
ILLUMINA INC COM 452327109 330,502 996,268 SH   SOLE   903,196 0 93,072
IMPERIAL OIL LTD COM NEW 453038408 714,439 27,008,282 SH   SOLE   25,742,623 0 1,265,659
INGERSOLL-RAND PLC SHS G47791101 28,378 213,500 SH   SOLE   156,936 0 56,564
INGEVITY CORP COM 45688C107 52,107 596,332 SH   SOLE   488,163 0 108,169
INTERCONTINENTAL EXCHANGE IN COM 45866F104 362,218 3,913,755 SH   SOLE   3,330,358 0 583,397
INTERSECT ENT INC COM 46071F103 20,237 812,720 SH   SOLE   812,720 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 45,537 1,645,117 SH   SOLE   1,347,096 0 298,021
IPG PHOTONICS CORP COM 44980X109 4,719 32,563 SH   SOLE   32,563 0 0
IQIYI INC SPONSORED ADS 46267X108 1,686 79,861 SH   SOLE   79,861 0 0
ISHARES TR INDIA 50 ETF 464289529 7,887 204,232 SH   SOLE   204,232 0 0
JACOBS ENGR GROUP INC COM 469814107 75,987 845,896 SH   SOLE   779,837 0 66,059
JOHN BEAN TECHNOLOGIES CORP COM 477839104 99,233 880,815 SH   SOLE   721,086 0 159,729
KIRBY CORP COM 497266106 118,580 1,324,471 SH   SOLE   1,161,397 0 163,074
KORNIT DIGITAL LTD SHS M6372Q113 17,415 508,770 SH   SOLE   508,770 0 0
KROGER CO COM 501044101 133,671 4,610,934 SH   SOLE   4,043,854 0 567,080
L3HARRIS TECHNOLOGIES INC COM 502431109 950,806 4,805,206 SH   SOLE   4,576,903 0 228,303
LAMAR ADVERTISING CO NEW CL A 512816109 53,749 602,157 SH   SOLE   527,129 0 75,028
LAMB WESTON HLDGS INC COM 513272104 20,818 241,985 SH   SOLE   177,843 0 64,142
LAUDER ESTEE COS INC CL A 518439104 61,297 296,782 SH   SOLE   296,782 0 0
LINDE PLC SHS G5494J103 49,132 230,773 SH   SOLE   230,773 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 28,552 2,678,420 SH   SOLE   2,342,935 0 335,485
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 28,546 2,874,742 SH   SOLE   2,519,700 0 355,042
LIVANOVA PLC SHS G5509L101 11,509 152,584 SH   SOLE   152,584 0 0
LIVEPERSON INC COM 538146101 102,717 2,776,141 SH   SOLE   2,272,640 0 503,501
LIVERAMP HLDGS INC COM 53815P108 26,866 558,886 SH   SOLE   457,498 0 101,388
LOEWS CORP COM 540424108 65,793 1,253,431 SH   SOLE   1,151,034 0 102,397
LOWES COS INC COM 548661107 562,442 4,696,406 SH   SOLE   4,257,177 0 439,229
LULULEMON ATHLETICA INC COM 550021109 114,230 493,074 SH   SOLE   460,851 0 32,223
M & T BK CORP COM 55261F104 121,202 714,001 SH   SOLE   638,182 0 75,819
MARATHON PETE CORP COM 56585A102 36,011 597,700 SH   SOLE   523,725 0 73,975
MARRIOTT INTL INC NEW CL A 571903202 40,222 265,613 SH   SOLE   265,613 0 0
MARSH & MCLENNAN COS INC COM 571748102 624,722 5,607,418 SH   SOLE   5,094,810 0 512,608
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 17,226 648,581 SH   SOLE   648,581 0 0
MASCO CORP COM 574599106 115,246 2,401,450 SH   SOLE   2,253,297 0 148,153
MASTERCARD INC CL A 57636Q104 45,075 150,959 SH   SOLE   111,100 0 39,859
MEDTRONIC PLC SHS G5960L103 671,199 5,916,250 SH   SOLE   5,201,255 0 714,995
MERCADOLIBRE INC COM 58733R102 171,540 299,927 SH   SOLE   299,927 0 0
MESA LABS INC COM 59064R109 22,350 89,617 SH   SOLE   73,361 0 16,256
MICROSOFT CORP COM 594918104 872,965 5,535,603 SH   SOLE   5,029,594 0 506,009
MODEL N INC COM 607525102 18,872 538,121 SH   SOLE   538,121 0 0
MONDELEZ INTL INC CL A 609207105 23,538 427,346 SH   SOLE   314,077 0 113,269
MONOLITHIC PWR SYS INC COM 609839105 74,436 418,132 SH   SOLE   342,570 0 75,562
MOODYS CORP COM 615369105 19,043 80,210 SH   SOLE   80,210 0 0
MORNINGSTAR INC COM 617700109 41,349 273,273 SH   SOLE   217,668 0 55,605
MOTOROLA SOLUTIONS INC COM NEW 620076307 251,399 1,560,126 SH   SOLE   1,464,140 0 95,986
MSCI INC COM 55354G100 86,533 335,166 SH   SOLE   314,436 0 20,730
NANOSTRING TECHNOLOGIES INC COM 63009R109 9,588 344,660 SH   SOLE   344,660 0 0
NEOGENOMICS INC COM NEW 64049M209 85,764 2,932,090 SH   SOLE   2,400,535 0 531,555
NETAPP INC COM 64110D104 77,231 1,240,656 SH   SOLE   1,087,576 0 153,080
NETFLIX INC COM 64110L106 65,968 203,877 SH   SOLE   203,877 0 0
NEW YORK TIMES CO CL A 650111107 225,835 7,020,056 SH   SOLE   6,207,884 0 812,172
NEWS CORP NEW CL A 65249B109 80,226 5,673,673 SH   SOLE   4,975,890 0 697,783
NEXTERA ENERGY INC COM 65339F101 240,410 992,773 SH   SOLE   899,873 0 92,900
NICE LTD SPONSORED ADR 653656108 256,631 1,654,084 SH   SOLE   1,454,365 0 199,719
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,065 86,666 SH   SOLE   86,666 0 0
NORFOLK SOUTHERN CORP COM 655844108 34,968 180,127 SH   SOLE   180,127 0 0
NOVANTA INC COM 67000B104 87,731 991,980 SH   SOLE   767,338 0 224,642
NUTRIEN LTD COM 67077M108 133,950 2,795,861 SH   SOLE   2,608,447 0 187,414
NVIDIA CORP COM 67066G104 203,502 864,862 SH   SOLE   864,862 0 0
NVIDIA CORP OPTIONS 67066G104 54,637 232,200 SH Call SOLE   0 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,333,670 10,479,880 SH   SOLE   9,857,169 0 622,711
NXP SEMICONDUCTORS N V OPTIONS N6596X109 47,290 371,600 SH Call SOLE   0 0 0
ODONATE THERAPEUTICS INC COM 676079106 2,625 80,889 SH   SOLE   80,889 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 176,341 2,700,062 SH   SOLE   2,352,103 0 347,959
OMNICOM GROUP INC COM 681919106 106,147 1,310,127 SH   SOLE   1,149,000 0 161,127
ORACLE CORP COM 68389X105 591,841 11,171,024 SH   SOLE   10,221,572 0 949,452
ORCHARD THERAPEUTICS PLC ADS 68570P101 36,992 2,690,327 SH   SOLE   2,235,393 0 454,934
PAGSEGURO DIGITAL LTD COM CL A G68707101 388,604 11,375,993 SH   SOLE   10,336,719 0 1,039,274
PERKINELMER INC COM 714046109 28,900 297,630 SH   SOLE   218,260 0 79,370
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 2,295 153,819 SH   SOLE   153,819 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 456,637 28,647,254 SH   SOLE   24,232,447 0 4,414,807
PHILIP MORRIS INTL INC COM 718172109 58,930 692,566 SH   SOLE   692,566 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 74,539 1,164,673 SH   SOLE   1,037,131 0 127,542
PROGRESSIVE CORP OHIO COM 743315103 528,251 7,297,293 SH   SOLE   6,590,398 0 706,895
PROS HOLDINGS INC COM 74346Y103 28,527 476,091 SH   SOLE   389,748 0 86,343
Q2 HLDGS INC COM 74736L109 151,439 1,867,775 SH   SOLE   1,527,501 0 340,274
QUANTA SVCS INC COM 74762E102 17,768 436,454 SH   SOLE   320,752 0 115,702
QUOTIENT LTD SHS G73268107 12,026 1,264,606 SH   SOLE   1,264,606 0 0
RADIUS HEALTH INC COM NEW 750469207 24,087 1,194,776 SH   SOLE   978,106 0 216,670
RADWARE LTD ORD M81873107 26,175 1,015,340 SH   SOLE   1,015,340 0 0
RAYTHEON CO COM NEW 755111507 103,786 472,311 SH   SOLE   462,194 0 10,117
REALPAGE INC COM 75606N109 43,416 807,740 SH   SOLE   609,152 0 198,588
ROPER TECHNOLOGIES INC COM 776696106 241,620 682,098 SH   SOLE   639,871 0 42,227
RYDER SYS INC COM 783549108 93,762 1,726,423 SH   SOLE   1,512,809 0 213,614
S&P GLOBAL INC COM 78409V104 20,722 75,892 SH   SOLE   75,892 0 0
SAGE THERAPEUTICS INC COM 78667J108 42,263 585,439 SH   SOLE   534,053 0 51,386
SANOFI SPONSORED ADR 80105N105 77,048 1,534,819 SH   SOLE   1,534,819 0 0
SAREPTA THERAPEUTICS INC COM 803607100 67,087 519,895 SH   SOLE   487,665 0 32,230
SBA COMMUNICATIONS CORP NEW CL A 78410G104 18,792 77,977 SH   SOLE   77,977 0 0
SEA LTD SPONSORED ADS 81141R100 176,424 4,386,483 SH   SOLE   4,386,483 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 156,283 1,292,879 SH   SOLE   1,160,200 0 132,679
SOLAREDGE TECHNOLOGIES INC COM 83417M104 26,238 275,933 SH   SOLE   275,933 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 199,424 1,333,495 SH   SOLE   1,226,517 0 106,978
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 18,706 304,655 SH   SOLE   304,655 0 0
STONECO LTD COM CL A G85158106 39,039 978,663 SH   SOLE   978,663 0 0
STORE CAP CORP COM 862121100 47,093 1,264,576 SH   SOLE   1,109,000 0 155,576
SYNCHRONY FINL COM 87165B103 202,002 5,609,620 SH   SOLE   5,285,570 0 324,050
SYNOPSYS INC COM 871607107 16,944 121,721 SH   SOLE   89,483 0 32,238
T MOBILE US INC COM 872590104 11,718 149,426 SH   SOLE   149,426 0 0
T MOBILE US INC OPTIONS 872590104 17,412 223,000 SH Call SOLE   0 0 0
TABULA RASA HEALTHCARE INC COM 873379101 50,513 1,037,660 SH   SOLE   849,396 0 188,264
TACTILE SYS TECHNOLOGY INC COM 87357P100 30,341 449,433 SH   SOLE   368,492 0 80,941
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 120,649 985,456 SH   SOLE   882,105 0 103,351
TAL EDUCATION GROUP SPONSORED ADS 874080104 157,911 3,276,152 SH   SOLE   3,276,152 0 0
TE CONNECTIVITY LTD REG SHS H84989104 305,115 3,183,585 SH   SOLE   3,084,554 0 99,031
TELADOC HEALTH INC COM 87918A105 28,727 343,136 SH   SOLE   280,953 0 62,183
TELEDYNE TECHNOLOGIES INC COM 879360105 195,924 565,371 SH   SOLE   426,692 0 138,679
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,177,455 82,224,479 SH   SOLE   77,295,497 0 4,928,982
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 4,470 380,727 SH   SOLE   207,219 0 173,508
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 11,683 1,192,105 SH   SOLE   1,192,105 0 0
THE TRADE DESK INC COM CL A 88339J105 71,333 274,591 SH   SOLE   257,580 0 17,011
THERMO FISHER SCIENTIFIC INC COM 883556102 56,561 174,104 SH   SOLE   174,104 0 0
THOR INDS INC COM 885160101 158,336 2,131,322 SH   SOLE   1,867,648 0 263,674
TJX COS INC NEW COM 872540109 22,656 371,040 SH   SOLE   272,538 0 98,502
TRADEWEB MKTS INC CL A 892672106 43,290 933,987 SH   SOLE   876,493 0 57,494
TRANSUNION COM 89400J107 192,601 2,249,754 SH   SOLE   2,110,669 0 139,085
TRIMBLE INC COM 896239100 150,231 3,603,530 SH   SOLE   3,373,519 0 230,011
TRIP.COM GROUP LTD ADS 89677Q107 76,361 2,276,714 SH   SOLE   2,141,677 0 135,037
TRUIST FINANCIAL CORP COM 89832Q109 135,177 2,400,164 SH   SOLE   2,278,980 0 121,184
TYLER TECHNOLOGIES INC COM 902252105 94,624 315,392 SH   SOLE   258,277 0 57,115
UNION PACIFIC CORP COM 907818108 25,312 140,010 SH   SOLE   140,010 0 0
UNION PACIFIC CORP OPTIONS 907818108 50,495 279,300 SH Call SOLE   0 0 0
UNIQURE NV SHS N90064101 17,556 244,994 SH   SOLE   180,086 0 64,908
UNITED TECHNOLOGIES CORP COM 913017109 292,654 1,954,150 SH   SOLE   1,821,308 0 132,842
VARONIS SYS INC COM 922280102 23,407 301,206 SH   SOLE   221,410 0 79,796
VEEVA SYS INC CL A COM 922475108 814,628 5,791,471 SH   SOLE   5,313,780 0 477,691
VERACYTE INC COM 92337F107 51,306 1,837,608 SH   SOLE   1,504,432 0 333,176
VERICEL CORP COM 92346J108 9,464 543,936 SH   SOLE   543,936 0 0
VERISK ANALYTICS INC COM 92345Y106 43,894 293,919 SH   SOLE   275,842 0 18,077
VIACOMCBS INC COM 92556H206 140,058 3,337,093 SH   SOLE   3,102,221 0 234,872
VIEWRAY INC COM 92672L107 25,544 6,053,179 SH   SOLE   4,672,324 0 1,380,855
VIRTU FINL INC CL A 928254101 30,797 1,926,013 SH   SOLE   1,575,864 0 350,149
VISA INC COM CL A 92826C839 424,025 2,256,653 SH   SOLE   2,137,472 0 119,181
VMWARE INC CL A COM 928563402 40,107 264,225 SH   SOLE   264,225 0 0
WAYFAIR INC CL A 94419L101 58,160 643,576 SH   SOLE   603,760 0 39,816
WEBSTER FINL CORP CONN COM 947890109 59,091 1,107,408 SH   SOLE   906,630 0 200,778
WELLCARE HEALTH PLANS INC COM 94946T106 103,975 314,875 SH   SOLE   285,919 0 28,956
WELLS FARGO CO NEW COM 949746101 385,270 7,161,155 SH   SOLE   6,507,332 0 653,823
WEST PHARMACEUTICAL SVSC INC COM 955306105 165,518 1,101,033 SH   SOLE   1,026,120 0 74,913
WEYERHAEUSER CO COM 962166104 44,905 1,486,911 SH   SOLE   1,302,078 0 184,833
WILLIS TOWERS WATSON PUB LTD SHS G96629103 854,175 4,229,845 SH   SOLE   3,784,162 0 445,683
WORLD WRESTLING ENTMT INC CL A 98156Q108 48,314 744,783 SH   SOLE   609,808 0 134,975
WYNDHAM HOTELS & RESORTS INC COM 98311A105 39,056 621,806 SH   SOLE   621,806 0 0
YANDEX N V SHS CLASS A N97284108 67,663 1,555,824 SH   SOLE   1,555,824 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 489,385 7,192,614 SH   SOLE   6,528,060 0 664,554
ZSCALER INC COM 98980G102 142,978 3,074,802 SH   SOLE   2,790,557 0 284,245
ZYNGA INC CL A 98986T108 348,964 57,020,290 SH   SOLE   50,092,047 0 6,928,243