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
51JOB INC SPONSORED ADS COM 316827104 1,535 25,000 SH   SOLE 0 0 0 25,000
58 COM INC SPON ADR REP A ADR 31680Q104 7,969 163,577 SH   SOLE 0 0 0 163,577
ABBOTT LABS COM COM 002824100 87,151 1,104,439 SH   SOLE 0 0 0 1,104,439
ABBVIE INC COM COM 00287Y109 58,963 773,900 SH   SOLE 0 0 0 773,900
ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 7,870 48,203 SH   SOLE 0 0 0 48,203
ACTIVISION BLIZZARD INC COM COM 00507V109 50,016 840,882 SH   SOLE 0 0 0 840,882
ADOBE INC COM COM 00724F101 18,656 58,622 SH   SOLE 0 0 0 58,622
AERIE PHARMACEUTICALS INC COM COM 00771V108 6,790 503,000 SH   SOLE 0 0 0 503,000
AGIOS PHARMACEUTICALS INC COM COM 00847X104 2,874 81,000 SH   SOLE 0 0 0 81,000
ALARM COM HLDGS INC COM COM 011642105 19,066 490,000 SH   SOLE 0 0 0 490,000
ALBEMARLE CORP COM COM 012653101 25,292 448,682 SH   SOLE 0 0 0 448,682
ALEXION PHARMACEUTICALS INC COM COM 015351109 5,387 60,000 SH   SOLE 0 0 0 60,000
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 293,690 1,510,128 SH   SOLE 0 0 0 1,510,128
ALLAKOS INC COM COM 01671P100 6,140 138,000 SH   SOLE 0 0 0 138,000
ALLEGION PLC ORD SHS COM G0176J109 37,582 408,410 SH   SOLE 0 0 0 408,410
ALPHABET INC CAP STK CL A COM 02079K305 60,281 51,879 SH   SOLE 0 0 0 51,879
ALPHABET INC CAP STK CL C COM 02079K107 51,430 44,229 SH   SOLE 0 0 0 44,229
ALTERYX INC COM CL A COM 02156B103 2,855 30,000 SH   SOLE 0 0 0 30,000
AMAZON COM INC COM COM 023135106 114,166 58,555 SH   SOLE 0 0 0 58,555
AMERESCO INC CL A COM 02361E108 31,933 1,875,115 SH   SOLE 0 0 0 1,875,115
AMERICAN EXPRESS CO COM COM 025816109 14,776 172,600 SH   SOLE 0 0 0 172,600
AMGEN INC COM COM 031162100 52,046 256,728 SH   SOLE 0 0 0 256,728
ANSYS INC COM COM 03662Q105 13,467 57,932 SH   SOLE 0 0 0 57,932
APPLE INC COM COM 037833100 60,904 239,508 SH   SOLE 0 0 0 239,508
ARENA PHARMACEUTICALS INC COM NEW COM 040047607 3,570 85,000 SH   SOLE 0 0 0 85,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 11,266 225,000 SH   SOLE 0 0 0 225,000
AUTODESK INC COM COM 052769106 2,342 15,000 SH   SOLE 0 0 0 15,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 28,566 402,231 SH   SOLE 0 0 0 402,231
AUTOMATIC DATA PROCESSING IN COM COM 053015103 11,634 85,116 SH   SOLE 0 0 0 85,116
BAIDU INC SPON ADR REP A ADR 056752108 40,402 400,850 SH   SOLE 0 0 0 400,850
BAXTER INTL INC COM COM 071813109 82,042 1,010,500 SH   SOLE 0 0 0 1,010,500
BECTON DICKINSON & CO COM COM 075887109 28,951 126,000 SH   SOLE 0 0 0 126,000
BIOGEN INC COM COM 09062X103 12,457 39,372 SH   SOLE 0 0 0 39,372
BIOHAVEN PHARMACTL HLDG CO L COM COM G11196105 8,405 247,000 SH   SOLE 0 0 0 247,000
BLOOM ENERGY CORP COM CL A COM 093712107 2,644 505,559 SH   SOLE 0 0 0 505,559
BOINGO WIRELESS INC COM COM 09739C102 31,480 2,967,000 SH   SOLE 0 0 0 2,967,000
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 53,704 526,509 SH   SOLE 0 0 0 526,509
CAVCO INDS INC DEL COM COM 149568107 20,875 144,028 SH   SOLE 0 0 0 144,028
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 35,436 352,460 SH   SOLE 0 0 0 352,460
CHURCH & DWIGHT INC COM COM 171340102 11,106 173,042 SH   SOLE 0 0 0 173,042
CITRIX SYS INC COM COM 177376100 32,840 232,000 SH   SOLE 0 0 0 232,000
COGNEX CORP COM COM 192422103 9,964 236,000 SH   SOLE 0 0 0 236,000
COLONY CAP INC NEW CL A COM COM 19626G108 14,700 8,400,000 SH   SOLE 0 0 0 8,400,000
COMCAST CORP NEW CL A COM 20030N101 19,298 561,317 SH   SOLE 0 0 0 561,317
COOPER COS INC COM NEW COM 216648402 76,394 277,120 SH   SOLE 0 0 0 277,120
CREDICORP LTD COM COM G2519Y108 12,655 88,452 SH   SOLE 0 0 0 88,452
CREE INC COM COM 225447101 4,964 140,000 SH   SOLE 0 0 0 140,000
CRYOPORT INC COM PAR $0.001 COM 229050307 6,828 400,000 SH   SOLE 0 0 0 400,000
DAQO NEW ENERGY CORP SPNSRD ADR NEW ADR 23703Q203 10,613 183,231 SH   SOLE 0 0 0 183,231
DARLING INGREDIENTS INC COM COM 237266101 71,793 3,745,089 SH   SOLE 0 0 0 3,745,089
DEXCOM INC COM COM 252131107 6,193 23,000 SH   SOLE 0 0 0 23,000
DIGIMARC CORP NEW COM COM 25381B101 2,610 200,000 SH   SOLE 0 0 0 200,000
DISNEY WALT CO COM DISNEY COM 254687106 16,795 173,866 SH   SOLE 0 0 0 173,866
EAST WEST BANCORP INC COM COM 27579R104 63,766 2,477,321 SH   SOLE 0 0 0 2,477,321
ECOLAB INC COM COM 278865100 8,040 51,594 SH   SOLE 0 0 0 51,594
EHEALTH INC COM COM 28238P109 10,562 75,000 SH   SOLE 0 0 0 75,000
EVERBRIDGE INC COM COM 29978A104 13,295 125,000 SH   SOLE 0 0 0 125,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 9,248 825,000 SH   SOLE 0 0 0 825,000
EXACT SCIENCES CORP COM COM 30063P105 26,968 464,963 SH   SOLE 0 0 0 464,963
FAIR ISAAC CORP COM COM 303250104 52,615 171,000 SH   SOLE 0 0 0 171,000
FIBROGEN INC COM COM 31572Q808 2,988 86,000 SH   SOLE 0 0 0 86,000
FIDELITY NATL INFORMATION SV COM COM 31620M106 43,689 359,167 SH   SOLE 0 0 0 359,167
FIRST HORIZON NATL CORP COM COM 320517105 19,344 2,400,000 SH   SOLE 0 0 0 2,400,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 39,709 482,609 SH   SOLE 0 0 0 482,609
FIRST SOLAR INC COM COM 336433107 10,974 304,334 SH   SOLE 0 0 0 304,334
GATES INDUSTRIAL CORPRATIN P ORD SHS COM G39108108 2,190 296,731 SH   SOLE 0 0 0 296,731
GLU MOBILE INC COM COM 379890106 9,435 1,500,000 SH   SOLE 0 0 0 1,500,000
GRAND CANYON ED INC COM COM 38526M106 96,226 1,261,401 SH   SOLE 0 0 0 1,261,401
GRAPHIC PACKAGING HLDG CO COM COM 388689101 29,646 2,430,000 SH   SOLE 0 0 0 2,430,000
GUARDANT HEALTH INC COM COM 40131M109 2,993 43,000 SH   SOLE 0 0 0 43,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 16,046 786,205 SH   SOLE 0 0 0 786,205
HDFC BANK LTD SPONSORED ADS COM 40415F101 1,598 41,560 SH   SOLE 0 0 0 41,560
HOME DEPOT INC COM COM 437076102 54,173 290,144 SH   SOLE 0 0 0 290,144
IAA INC COM COM 449253103 12,583 420,000 SH   SOLE 0 0 0 420,000
IAC INTERACTIVECORP COM COM 44919P508 10,754 60,000 SH   SOLE 0 0 0 60,000
INSULET CORP COM COM 45784P101 6,627 40,000 SH   SOLE 0 0 0 40,000
INTUIT COM COM 461202103 19,608 85,251 SH   SOLE 0 0 0 85,251
IPG PHOTONICS CORP COM COM 44980X109 16,046 145,499 SH   SOLE 0 0 0 145,499
ITAU UNIBANCO HLDG S A SPON ADR REP PFD ADR 465562106 457 101,705 SH   SOLE 0 0 0 101,705
JD COM INC SPON ADR CL A ADR 47215P106 43,312 1,069,436 SH   SOLE 0 0 0 1,069,436
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 6,032 406,163 SH   SOLE 0 0 0 406,163
JOHNSON & JOHNSON COM COM 478160104 37,366 284,951 SH   SOLE 0 0 0 284,951
KADANT INC COM COM 48282T104 54,196 726,000 SH   SOLE 0 0 0 726,000
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 14,770 176,500 SH   SOLE 0 0 0 176,500
LAUDER ESTEE COS INC CL A COM 518439104 21,699 136,180 SH   SOLE 0 0 0 136,180
LCI INDS COM COM 50189K103 16,985 254,147 SH   SOLE 0 0 0 254,147
LILLY ELI & CO COM COM 532457108 112,151 808,472 SH   SOLE 0 0 0 808,472
LOOP INDS INC COM COM 543518104 4,673 641,027 SH   SOLE 0 0 0 641,027
MASIMO CORP COM COM 574795100 27,188 153,500 SH   SOLE 0 0 0 153,500
MASTEC INC COM COM 576323109 32,272 986,000 SH   SOLE 0 0 0 986,000
MASTERCARD INC CL A COM 57636Q104 94,289 390,333 SH   SOLE 0 0 0 390,333
MAXIMUS INC COM COM 577933104 27,354 470,000 SH   SOLE 0 0 0 470,000
MERCK & CO. INC COM COM 58933Y105 9,352 121,549 SH   SOLE 0 0 0 121,549
MICROSOFT CORP COM COM 594918104 176,027 1,116,146 SH   SOLE 0 0 0 1,116,146
MIRATI THERAPEUTICS INC COM COM 60468T105 2,883 37,500 SH   SOLE 0 0 0 37,500
MOMO INC ADR ADR 60879B107 14,716 678,491 SH   SOLE 0 0 0 678,491
MSA SAFETY INC COM COM 553498106 18,105 178,900 SH   SOLE 0 0 0 178,900
MUELLER WTR PRODS INC COM SER A COM 624758108 9,612 1,200,000 SH   SOLE 0 0 0 1,200,000
MYOKARDIA INC COM COM 62857M105 2,485 53,000 SH   SOLE 0 0 0 53,000
NAPCO SEC TECHNOLOGIES INC COM COM 630402105 5,916 390,000 SH   SOLE 0 0 0 390,000
NASDAQ INC COM COM 631103108 56,680 596,951 SH   SOLE 0 0 0 596,951
NATIONAL BK HLDGS CORP CL A COM 633707104 14,818 620,000 SH   SOLE 0 0 0 620,000
NETEASE INC SPONSORED ADS COM 64110W102 54,937 171,164 SH   SOLE 0 0 0 171,164
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 17,656 204,000 SH   SOLE 0 0 0 204,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 27,896 257,726 SH   SOLE 0 0 0 257,726
NEXTERA ENERGY INC COM COM 65339F101 20,200 83,950 SH   SOLE 0 0 0 83,950
NIKE INC CL B COM 654106103 19,278 233,000 SH   SOLE 0 0 0 233,000
NUANCE COMMUNICATIONS INC COM COM 67020Y100 56,533 3,369,057 SH   SOLE 0 0 0 3,369,057
NVIDIA CORP COM COM 67066G104 57,915 219,706 SH   SOLE 0 0 0 219,706
ORMAT TECHNOLOGIES INC COM COM 686688102 8,529 126,060 SH   SOLE 0 0 0 126,060
PARK CITY GROUP INC COM NEW COM 700215304 5,930 1,560,600 SH   SOLE 0 0 0 1,560,600
PAYPAL HLDGS INC COM COM 70450Y103 52,014 543,280 SH   SOLE 0 0 0 543,280
PLANET FITNESS INC CL A COM 72703H101 11,896 244,280 SH   SOLE 0 0 0 244,280
PLURALSIGHT INC COM CL A COM 72941B106 4,612 420,000 SH   SOLE 0 0 0 420,000
POOL CORPORATION COM COM 73278L105 101,181 514,209 SH   SOLE 0 0 0 514,209
PROGRESSIVE CORP OHIO COM COM 743315103 38,548 522,052 SH   SOLE 0 0 0 522,052
PROOFPOINT INC COM COM 743424103 13,850 135,000 SH   SOLE 0 0 0 135,000
PROSPERITY BANCSHARES INC COM COM 743606105 32,328 670,000 SH   SOLE 0 0 0 670,000
PTC THERAPEUTICS INC COM COM 69366J200 14,364 322,000 SH   SOLE 0 0 0 322,000
QUALCOMM INC COM COM 747525103 17,251 255,000 SH   SOLE 0 0 0 255,000
REATA PHARMACEUTICALS INC CL A COM 75615P103 2,021 14,000 SH   SOLE 0 0 0 14,000
REDFIN CORP COM COM 75737F108 7,324 475,000 SH   SOLE 0 0 0 475,000
REEDS INC COM COM 758338107 1,615 3,400,000 SH   SOLE 0 0 0 3,400,000
REGENERON PHARMACEUTICALS COM COM 75886F107 4,883 10,000 SH   SOLE 0 0 0 10,000
RENEWABLE ENERGY GROUP INC COM NEW COM 75972A301 12,357 601,916 SH   SOLE 0 0 0 601,916
ROLLINS INC COM COM 775711104 12,649 350,000 SH   SOLE 0 0 0 350,000
SALESFORCE COM INC COM COM 79466L302 18,458 128,200 SH   SOLE 0 0 0 128,200
SAREPTA THERAPEUTICS INC COM COM 803607100 3,081 31,500 SH   SOLE 0 0 0 31,500
SERVICE CORP INTL COM COM 817565104 111,372 2,847,665 SH   SOLE 0 0 0 2,847,665
SMITH A O CORP COM COM 831865209 6,750 178,513 SH   SOLE 0 0 0 178,513
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 16,416 200,491 SH   SOLE 0 0 0 200,491
SOUTHSIDE BANCSHARES INC COM COM 84470P109 17,626 580,000 SH   SOLE 0 0 0 580,000
STARBUCKS CORP COM COM 855244109 7,054 107,300 SH   SOLE 0 0 0 107,300
STRATEGIC ED INC COM COM 86272C103 16,771 120,000 SH   SOLE 0 0 0 120,000
SUNRUN INC COM COM 86771W105 10,177 1,007,607 SH   SOLE 0 0 0 1,007,607
SVB FINANCIAL GROUP COM COM 78486Q101 27,458 181,747 SH   SOLE 0 0 0 181,747
TABULA RASA HEALTHCARE INC COM COM 873379101 9,674 185,000 SH   SOLE 0 0 0 185,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 56,493 1,182,102 SH   SOLE 0 0 0 1,182,102
TAL EDUCATION GROUP SPONSORED ADS COM 874080104 7,675 144,100 SH   SOLE 0 0 0 144,100
TE CONNECTIVITY LTD REG SHS COM H84989104 5,376 85,361 SH   SOLE 0 0 0 85,361
TELADOC HEALTH INC COM COM 87918A105 23,252 150,000 SH   SOLE 0 0 0 150,000
TENCENT MUSIC ENTMT GROUP SPON ADS COM 88034P109 604 60,000 SH   SOLE 0 0 0 60,000
TERADYNE INC COM COM 880770102 12,983 239,678 SH   SOLE 0 0 0 239,678
THERMO FISHER SCIENTIFIC INC COM COM 883556102 95,359 336,243 SH   SOLE 0 0 0 336,243
TJX COS INC NEW COM COM 872540109 8,491 177,595 SH   SOLE 0 0 0 177,595
TPI COMPOSITES INC COM COM 87266J104 22,334 1,511,092 SH   SOLE 0 0 0 1,511,092
TREX CO INC COM COM 89531P105 46,062 574,769 SH   SOLE 0 0 0 574,769
TRUPANION INC COM COM 898202106 12,364 475,000 SH   SOLE 0 0 0 475,000
TYLER TECHNOLOGIES INC COM COM 902252105 10,380 35,000 SH   SOLE 0 0 0 35,000
UNITEDHEALTH GROUP INC COM COM 91324P102 153,205 614,344 SH   SOLE 0 0 0 614,344
UNIVERSAL DISPLAY CORP COM COM 91347P105 1,628 12,354 SH   SOLE 0 0 0 12,354
VAIL RESORTS INC COM COM 91879Q109 10,340 70,000 SH   SOLE 0 0 0 70,000
WATSCO INC COM COM 942622200 16,988 107,500 SH   SOLE 0 0 0 107,500
VEEVA SYS INC CL A COM COM 922475108 14,460 92,474 SH   SOLE 0 0 0 92,474
WEIBO CORP SPONSORED ADR ADR 948596101 2,074 62,648 SH   SOLE 0 0 0 62,648
VERTEX PHARMACEUTICALS INC COM COM 92532F100 30,388 127,708 SH   SOLE 0 0 0 127,708
WESTERN ALLIANCE BANCORP COM COM 957638109 13,774 450,000 SH   SOLE 0 0 0 450,000
WILLDAN GROUP INC COM COM 96924N100 18,720 876,015 SH   SOLE 0 0 0 876,015
VISTEON CORP COM NEW COM 92839U206 7,197 150,000 SH   SOLE 0 0 0 150,000
XYLEM INC COM COM 98419M100 30,197 463,636 SH   SOLE 0 0 0 463,636
YANDEX N V SHS CLASS A COM N97284108 13,545 397,809 SH   SOLE 0 0 0 397,809
YUM CHINA HLDGS INC COM COM 98850P109 3,197 75,000 SH   SOLE 0 0 0 75,000
ZIONS BANCORPORATION N A COM COM 989701107 10,463 391,000 SH   SOLE 0 0 0 391,000
ZTO EXPRESS CAYMAN INC SPONSORED ADS A COM 98980A105 2,133 80,551 SH   SOLE 0 0 0 80,551
AZURE PWR GLOBAL LTD SHS COM V0393H103 12,034 786,554 SH   SOLE 0 0 0 786,554
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 15,683 1,271,929 SH   SOLE 0 0 0 1,271,929
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 1,767 674,447 SH   SOLE 0 0 0 674,447
GLOBAL WTR RES INC COM COM 379463102 14,979 1,470,000 SH   SOLE 0 0 0 1,470,000
INTERCORP FINL SVCS INC SHS COM P5626F128 11,818 426,345 SH   SOLE 0 0 0 426,345
SHOTSPOTTER INC COM COM 82536T107 6,046 220,000 SH   SOLE 0 0 0 220,000
SUNNOVA ENERGY INTL INC COM COM 86745K104 28,420 2,822,245 SH   SOLE 0 0 0 2,822,245