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
ABBVIE INC COM 00287Y109 40,744 414,992 SH   SOLE   414,992 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 64,403 1,328,709 SH   SOLE   1,030,394 0 298,315
ACCELERON PHARMA INC COM 00434H108 73,200 768,345 SH   SOLE   612,857 0 155,488
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 244,452 1,138,468 SH   SOLE   948,072 0 190,396
ACI WORLDWIDE INC COM 004498101 74,048 2,743,518 SH   SOLE   2,298,897 0 444,621
ACTIVISION BLIZZARD INC COM 00507V109 562,389 7,409,608 SH   SOLE   6,730,279 0 679,329
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 100,184 2,070,778 SH   SOLE   1,893,700 0 177,078
ADVANCE AUTO PARTS INC COM 00751Y106 222,539 1,562,223 SH   SOLE   1,392,898 0 169,325
ADVANCED MICRO DEVICES INC COM 007903107 604,514 11,490,482 SH   SOLE   10,457,334 0 1,033,148
AFYA LTD CL A COM G01125106 26,821 1,144,253 SH   SOLE   1,144,253 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 476,967 5,397,382 SH   SOLE   5,040,421 0 356,961
AGIOS PHARMACEUTICALS INC COM 00847X104 13,989 261,581 SH   SOLE   261,581 0 0
AIR LEASE CORP CL A 00912X302 162,112 5,534,725 SH   SOLE   5,157,493 0 377,232
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,295,319 6,005,189 SH   SOLE   5,425,426 0 579,763
ALKERMES PLC SHS G01767105 26,361 1,358,488 SH   SOLE   1,358,488 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 18,784 126,825 SH   SOLE   126,825 0 0
ALPHABET INC CAP STK CL A 02079K305 1,328,391 936,773 SH   SOLE   823,026 0 113,747
ALPHABET INC CAP STK CL C 02079K107 524,044 370,713 SH   SOLE   336,949 0 33,764
ALTRIA GROUP INC COM 02209S103 77,761 1,981,173 SH   SOLE   1,981,173 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 113,153 16,351,613 SH   SOLE   13,227,274 0 3,124,339
AMAZON COM INC COM 023135106 772,619 280,054 SH   SOLE   238,322 0 41,732
AMERCO COM 023586100 86,227 285,341 SH   SOLE   246,356 0 38,985
AMEREN CORP COM 023608102 204,304 2,903,690 SH   SOLE   2,764,113 0 139,577
AMERICAN EXPRESS CO COM 025816109 456,725 4,797,528 SH   SOLE   4,276,983 0 520,545
AMERICAN TOWER CORP NEW COM 03027X100 39,429 152,505 SH   SOLE   152,505 0 0
AMERISOURCEBERGEN CORP COM 03073E105 71,407 708,618 SH   SOLE   606,515 0 102,103
AMETEK INC COM 031100100 76,398 854,853 SH   SOLE   854,853 0 0
AMPHENOL CORP NEW CL A 032095101 89,327 932,336 SH   SOLE   932,336 0 0
ANALOG DEVICES INC COM 032654105 248,316 2,024,756 SH   SOLE   1,872,889 0 151,867
ANTHEM INC COM 036752103 437,364 1,663,107 SH   SOLE   1,483,905 0 179,202
AON PLC SHS CL A G0403H108 881,298 4,575,797 SH   SOLE   3,940,369 0 635,428
APPLE INC COM 037833100 112,028 307,095 SH   SOLE   307,095 0 0
APPLE INC OPTIONS 037833100 123,193 337,700 SH Call SOLE   0 0 0
APPLIED THERAPEUTICS INC COM 03828A101 6,815 188,512 SH   SOLE   188,512 0 0
APREA THERAPEUTICS INC COM 03836J102 9,011 232,374 SH   SOLE   232,374 0 0
APTIV PLC SHS G6095L109 428,946 5,504,960 SH   SOLE   5,082,430 0 422,530
ARCH CAP GROUP LTD ORD G0450A105 899,495 31,395,994 SH   SOLE   29,064,655 0 2,331,339
ARCO PLATFORM LTD COM CL A G04553106 62,908 1,446,829 SH   SOLE   1,402,511 0 44,318
ARGENX SE SPONSORED ADR 04016X101 378,633 1,681,097 SH   SOLE   1,531,678 0 149,419
ARISTA NETWORKS INC COM 040413106 599,200 2,852,927 SH   SOLE   2,600,159 0 252,768
ARROW ELECTRS INC COM 042735100 58,470 851,212 SH   SOLE   728,514 0 122,698
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 596,259 4,031,504 SH   SOLE   3,538,292 0 493,212
ASML HOLDING N V N Y REGISTRY SHS N07059210 164,132 445,974 SH   SOLE   445,974 0 0
ATLASSIAN CORP PLC CL A G06242104 784,318 4,350,797 SH   SOLE   4,036,264 0 314,533
AUTONATION INC COM 05329W102 163,213 4,343,089 SH   SOLE   4,019,336 0 323,753
AVALARA INC COM 05338G106 99,234 745,617 SH   SOLE   617,156 0 128,461
AXALTA COATING SYS LTD COM G0750C108 44,188 1,959,546 SH   SOLE   1,693,012 0 266,534
BAIDU INC SPON ADR REP A 056752108 1,033,986 8,624,459 SH   SOLE   7,842,595 0 781,864
BANK NEW YORK MELLON CORP COM 064058100 581,736 15,051,372 SH   SOLE   13,418,086 0 1,633,286
BAOZUN INC SPONSORED ADR 06684L103 4,876 126,808 SH   SOLE   66,982 0 59,826
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 329,090 1,843,537 SH   SOLE   1,720,681 0 122,856
BEYOND MEAT INC COM 08862E109 51,326 383,084 SH   SOLE   364,739 0 18,345
BIONTECH SE SPONSORED ADS 09075V102 103,532 1,551,278 SH   SOLE   1,476,452 0 74,826
BK OF AMERICA CORP COM 060505104 333,436 14,039,429 SH   SOLE   12,750,285 0 1,289,144
BLACKBERRY LTD COM 09228F103 10,322 2,116,694 SH   SOLE   2,116,694 0 0
BLACKLINE INC COM 09239B109 189,893 2,290,356 SH   SOLE   1,860,094 0 430,262
BLACKROCK INC COM 09247X101 92,701 170,378 SH   SOLE   170,378 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 51,394 907,065 SH   SOLE   907,065 0 0
BLOCK H & R INC COM 093671105 46,569 3,261,139 SH   SOLE   2,793,077 0 468,062
BLUEPRINT MEDICINES CORP COM 09627Y109 15,987 204,957 SH   SOLE   131,293 0 73,664
BOK FINL CORP COM NEW 05561Q201 53,938 955,677 SH   SOLE   845,188 0 110,489
BOOKING HOLDINGS INC COM 09857L108 626,947 393,727 SH   SOLE   359,094 0 34,633
BORGWARNER INC COM 099724106 83,135 2,355,095 SH   SOLE   2,017,066 0 338,029
BOSTON SCIENTIFIC CORP COM 101137107 311,806 8,880,833 SH   SOLE   7,739,315 0 1,141,518
BRIGHT HORIZONS FAM SOL IN D COM 109194100 35,401 302,057 SH   SOLE   251,454 0 50,603
BRISTOL-MYERS SQUIBB CO COM 110122108 26,245 446,339 SH   SOLE   285,838 0 160,501
BURLINGTON STORES INC COM 122017106 203,694 1,034,345 SH   SOLE   953,491 0 80,854
BWX TECHNOLOGIES INC COM 05605H100 50,039 883,460 SH   SOLE   742,597 0 140,863
CAE INC COM 124765108 33,491 2,064,810 SH   SOLE   2,064,810 0 0
CANADIAN PAC RY LTD COM 13645T100 202,048 794,337 SH   SOLE   637,537 0 156,800
CASEYS GEN STORES INC COM 147528103 54,719 365,964 SH   SOLE   306,369 0 59,595
CATALENT INC COM 148806102 328,214 4,477,679 SH   SOLE   4,238,559 0 239,120
CELANESE CORP DEL COM 150870103 104,720 1,212,874 SH   SOLE   1,113,375 0 99,499
CENTENE CORP DEL COM 15135B101 247,590 3,895,981 SH   SOLE   3,586,985 0 308,996
CERIDIAN HCM HLDG INC COM 15677J108 495,590 6,251,924 SH   SOLE   5,729,245 0 522,679
CHARTER COMMUNICATIONS INC N CL A 16119P108 64,407 126,278 SH   SOLE   126,278 0 0
CHEGG INC COM 163092109 333,389 4,956,723 SH   SOLE   4,333,549 0 623,174
CHIPOTLE MEXICAN GRILL INC COM 169656105 214,777 204,091 SH   SOLE   193,689 0 10,402
CIGNA CORP NEW COM 125523100 41,979 223,711 SH   SOLE   143,272 0 80,439
CINTAS CORP COM 172908105 123,213 462,581 SH   SOLE   425,337 0 37,244
CISCO SYS INC COM 17275R102 97,620 2,093,051 SH   SOLE   2,093,051 0 0
CITIGROUP INC COM NEW 172967424 614,363 12,022,753 SH   SOLE   10,911,219 0 1,111,534
CLARIVATE PLC ORD SHS G21810109 132,175 5,919,154 SH   SOLE   4,372,919 0 1,546,235
CMS ENERGY CORP COM 125896100 178,979 3,063,666 SH   SOLE   2,779,796 0 283,870
CNH INDL N V SHS N20944109 5,454 775,775 SH   SOLE   287,693 0 488,082
COCA COLA EUROPEAN PARTNERS SHS G25839104 207,802 5,503,219 SH   SOLE   4,408,344 0 1,094,875
COGNEX CORP COM 192422103 232,290 3,889,653 SH   SOLE   3,542,272 0 347,381
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 608,413 10,707,732 SH   SOLE   9,545,748 0 1,161,984
COMCAST CORP NEW CL A 20030N101 110,860 2,844,029 SH   SOLE   2,844,029 0 0
COMPUGEN LTD ORD M25722105 6,918 460,616 SH   SOLE   460,616 0 0
COPA HOLDINGS SA CL A P31076105 3,376 66,769 SH   SOLE   35,276 0 31,493
CORTEVA INC COM 22052L104 47,506 1,773,272 SH   SOLE   1,517,708 0 255,564
COUPA SOFTWARE INC COM 22266L106 137,732 497,157 SH   SOLE   415,099 0 82,058
CREDICORP LTD COM G2519Y108 4,975 37,215 SH   SOLE   19,661 0 17,554
CREE INC COM 225447101 156,237 2,639,590 SH   SOLE   2,356,471 0 283,119
CUBIC CORP COM 229669106 40,654 846,429 SH   SOLE   705,694 0 140,735
DANAHER CORPORATION COM 235851102 420,393 2,377,386 SH   SOLE   2,158,477 0 218,909
DATADOG INC CL A COM 23804L103 207,044 2,381,188 SH   SOLE   2,261,115 0 120,073
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 3,975 905,405 SH   SOLE   905,405 0 0
DENTSPLY SIRONA INC COM 24906P109 553,314 12,558,184 SH   SOLE   11,128,863 0 1,429,321
DESCARTES SYS GROUP INC COM 249906108 33,331 631,363 SH   SOLE   631,363 0 0
DEXCOM INC COM 252131107 462,720 1,141,392 SH   SOLE   1,072,004 0 69,388
DUPONT DE NEMOURS INC COM 26614N102 48,202 907,248 SH   SOLE   907,248 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 77,888 1,566,227 SH   SOLE   1,566,227 0 0
EHEALTH INC COM 28238P109 18,806 191,428 SH   SOLE   122,598 0 68,830
EIDOS THERAPEUTICS INC COM 28249H104 19,035 399,305 SH   SOLE   255,414 0 143,891
ELECTRONIC ARTS INC COM 285512109 90,209 683,144 SH   SOLE   628,743 0 54,401
EOG RES INC COM 26875P101 33,708 665,387 SH   SOLE   665,387 0 0
EVO PMTS INC CL A COM 26927E104 23,968 1,049,850 SH   SOLE   881,401 0 168,449
EXACT SCIENCES CORP COM 30063P105 222,782 2,562,475 SH   SOLE   2,433,633 0 128,842
EXPEDIA GROUP INC COM NEW 30212P303 576,204 7,009,783 SH   SOLE   6,210,586 0 799,197
EXPEDITORS INTL WASH INC COM 302130109 65,501 861,397 SH   SOLE   746,474 0 114,923
EZCORP INC NOTE 2.375% 5/0 302301AE6 773 1,000,000 SH   SOLE   0 0 1,000,000
EZCORP INC NOTE 2.875% 7/0 302301AF3 943 1,000,000 SH   SOLE   0 0 1,000,000
FACEBOOK INC CL A 30303M102 741,206 3,264,218 SH   SOLE   2,951,743 0 312,475
FEDEX CORP COM 31428X106 680,401 4,852,384 SH   SOLE   4,382,165 0 470,219
FIDELITY NATL INFORMATION SV COM 31620M106 1,320,695 9,849,314 SH   SOLE   9,039,707 0 809,607
FIDELITY NATL INFORMATION SV OPTIONS 31620M106 68,909 513,900 SH Call SOLE   0 0 0
FIFTH THIRD BANCORP COM 316773100 73,347 3,804,302 SH   SOLE   3,368,612 0 435,690
FIRST REP BK SAN FRANCISCO C COM 33616C100 11,434 107,876 SH   SOLE   51,374 0 56,502
FLEXION THERAPEUTICS INC COM 33938J106 25,855 1,966,149 SH   SOLE   1,966,149 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 56,015 971,631 SH   SOLE   816,435 0 155,196
FORTIVE CORP COM 34959J108 579,901 8,570,811 SH   SOLE   7,822,211 0 748,600
GCI LIBERTY INC COM CLASS A 36164V305 40,368 567,602 SH   SOLE   499,740 0 67,862
GENMAB A/S SPONSORED ADS 372303206 146,879 4,333,980 SH   SOLE   3,832,270 0 501,710
GENTEX CORP COM 371901109 100,318 3,892,827 SH   SOLE   3,334,101 0 558,726
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 23,942 1,275,554 SH   SOLE   1,049,418 0 226,136
GLAUKOS CORP COM 377322102 63,450 1,651,481 SH   SOLE   1,432,855 0 218,626
GLOBAL PMTS INC COM 37940X102 643,783 3,795,444 SH   SOLE   3,498,389 0 297,055
GLOBANT S A COM L44385109 4,891 32,639 SH   SOLE   17,276 0 15,363
GLOBE LIFE INC COM 37959E102 87,731 1,181,874 SH   SOLE   1,047,196 0 134,678
GOLDMAN SACHS GROUP INC COM 38141G104 76,168 385,427 SH   SOLE   385,427 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 83,636 4,585,293 SH   SOLE   3,669,422 0 915,871
GUIDEWIRE SOFTWARE INC COM 40171V100 422,329 3,809,913 SH   SOLE   3,387,138 0 422,775
HALOZYME THERAPEUTICS INC COM 40637H109 450,607 16,807,413 SH   SOLE   13,912,691 0 2,894,722
HDFC BANK LTD SPONSORED ADS 40415F101 222,471 4,893,771 SH   SOLE   4,893,771 0 0
HEALTHEQUITY INC COM 42226A107 43,782 746,250 SH   SOLE   626,086 0 120,164
HERON THERAPEUTICS INC COM 427746102 12,566 854,264 SH   SOLE   854,264 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 42,430 1,210,554 SH   SOLE   1,210,554 0 0
HUBSPOT INC COM 443573100 413,681 1,843,910 SH   SOLE   1,674,639 0 169,271
I MAB SPONSORED ADS 44975P103 14,805 494,161 SH   SOLE   494,161 0 0
IAC INTERACTIVECORP COM 44919P508 133,740 413,543 SH   SOLE   354,192 0 59,351
ICICI BANK LIMITED ADR 45104G104 6,369 685,570 SH   SOLE   286,092 0 399,478
IDEX CORP COM 45167R104 88,628 560,793 SH   SOLE   531,518 0 29,275
IHS MARKIT LTD SHS G47567105 1,413,087 18,716,384 SH   SOLE   17,067,737 0 1,648,647
ILLUMINA INC COM 452327109 372,400 1,005,536 SH   SOLE   913,137 0 92,399
IMMUNOMEDICS INC COM 452907108 23,220 655,194 SH   SOLE   419,764 0 235,430
IMPERIAL OIL LTD COM NEW 453038408 503,708 31,311,107 SH   SOLE   28,843,253 0 2,467,854
INGERSOLL RAND INC COM 45687V106 272,939 9,706,239 SH   SOLE   8,694,719 0 1,011,520
INSMED INC COM PAR $.01 457669307 22,389 812,951 SH   SOLE   812,951 0 0
INSPIRE MED SYS INC COM 457730109 17,366 199,566 SH   SOLE   199,566 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 350,149 3,822,586 SH   SOLE   3,228,317 0 594,269
INTERSECT ENT INC COM 46071F103 20,262 1,496,474 SH   SOLE   1,496,474 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 82,080 2,990,153 SH   SOLE   2,510,674 0 479,479
IPG PHOTONICS CORP COM 44980X109 38,837 242,143 SH   SOLE   215,412 0 26,731
IQIYI INC SPONSORED ADS 46267X108 4,310 185,855 SH   SOLE   97,919 0 87,936
IRHYTHM TECHNOLOGIES INC COM 450056106 17,787 153,479 SH   SOLE   129,335 0 24,144
ISHARES TR INDIA 50 ETF 464289529 13,501 436,786 SH   SOLE   178,174 0 258,612
JOHN BEAN TECHNOLOGIES CORP COM 477839104 93,569 1,087,759 SH   SOLE   912,061 0 175,698
KIRBY CORP COM 497266106 62,768 1,171,922 SH   SOLE   1,003,719 0 168,203
KORNIT DIGITAL LTD SHS M6372Q113 52,767 988,513 SH   SOLE   988,513 0 0
KROGER CO COM 501044101 71,872 2,123,261 SH   SOLE   1,817,222 0 306,039
L3HARRIS TECHNOLOGIES INC COM 502431109 834,930 4,920,904 SH   SOLE   4,692,730 0 228,174
LAMAR ADVERTISING CO NEW CL A 512816109 78,912 1,182,027 SH   SOLE   1,012,384 0 169,643
LAMB WESTON HLDGS INC COM 513272104 19,816 309,966 SH   SOLE   198,101 0 111,865
LATTICE SEMICONDUCTOR CORP COM 518415104 216,727 7,633,903 SH   SOLE   6,682,977 0 950,926
LAUDER ESTEE COS INC CL A 518439104 168,828 894,783 SH   SOLE   894,783 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 17,949 2,422,221 SH   SOLE   2,072,605 0 349,616
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 17,916 2,623,111 SH   SOLE   2,244,511 0 378,600
LIVEPERSON INC COM 538146101 132,476 3,197,586 SH   SOLE   2,683,818 0 513,768
LIVERAMP HLDGS INC COM 53815P108 44,837 1,055,727 SH   SOLE   881,385 0 174,342
LOWES COS INC COM 548661107 967,275 7,158,635 SH   SOLE   6,501,184 0 657,451
LULULEMON ATHLETICA INC COM 550021109 75,452 241,825 SH   SOLE   230,216 0 11,609
M & T BK CORP COM 55261F104 64,840 623,643 SH   SOLE   552,204 0 71,439
MARRIOTT INTL INC NEW CL A 571903202 123,536 1,440,985 SH   SOLE   1,337,719 0 103,266
MARSH & MCLENNAN COS INC COM 571748102 508,851 4,739,228 SH   SOLE   4,224,935 0 514,293
MASTERCARD INCORPORATED CL A 57636Q104 30,726 103,910 SH   SOLE   66,543 0 37,367
MATCH GROUP INC COM 57665R106 173,899 1,624,462 SH   SOLE   1,546,493 0 77,969
MEDTRONIC PLC SHS G5960L103 477,803 5,210,500 SH   SOLE   4,533,195 0 677,305
MERCADOLIBRE INC COM 58733R102 296,180 300,455 SH   SOLE   293,177 0 7,278
MERUS N V COM N5749R100 3,465 215,377 SH   SOLE   215,377 0 0
MESA LABS INC COM 59064R109 28,589 131,870 SH   SOLE   110,165 0 21,705
MICRON TECHNOLOGY INC COM 595112103 59,967 1,163,958 SH   SOLE   1,163,958 0 0
MICROSOFT CORP COM 594918104 1,368,982 6,726,854 SH   SOLE   6,110,971 0 615,883
MODEL N INC COM 607525102 39,553 1,137,901 SH   SOLE   1,137,901 0 0
MOELIS & CO CL A 60786M105 70,497 2,262,410 SH   SOLE   2,002,331 0 260,079
MONOLITHIC PWR SYS INC COM 609839105 101,896 429,943 SH   SOLE   354,381 0 75,562
MOODYS CORP COM 615369105 24,799 90,266 SH   SOLE   90,266 0 0
MORNINGSTAR INC COM 617700109 56,558 401,205 SH   SOLE   303,279 0 97,926
MSCI INC COM 55354G100 137,915 413,143 SH   SOLE   391,849 0 21,294
MYOKARDIA INC COM 62857M105 18,806 194,644 SH   SOLE   163,437 0 31,207
NATERA INC COM 632307104 22,071 442,650 SH   SOLE   283,485 0 159,165
NEOGENOMICS INC COM NEW 64049M209 149,333 4,820,298 SH   SOLE   4,040,421 0 779,877
NETAPP INC COM 64110D104 55,658 1,254,407 SH   SOLE   1,073,591 0 180,816
NETFLIX INC COM 64110L106 165,137 362,906 SH   SOLE   362,906 0 0
NEW YORK TIMES CO CL A 650111107 323,578 7,698,730 SH   SOLE   6,938,887 0 759,843
NEWS CORP NEW CL A 65249B109 59,473 5,014,595 SH   SOLE   4,294,865 0 719,730
NEXTERA ENERGY INC COM 65339F101 446,898 1,860,759 SH   SOLE   1,689,679 0 171,080
NICE LTD SPONSORED ADR 653656108 427,530 2,259,196 SH   SOLE   1,939,421 0 319,775
NIKE INC CL B 654106103 49,038 500,137 SH   SOLE   500,137 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 5,047 198,166 SH   SOLE   104,386 0 93,780
NOVANTA INC COM 67000B104 122,307 1,145,518 SH   SOLE   913,691 0 231,827
NVIDIA CORPORATION COM 67066G104 312,011 821,275 SH   SOLE   821,275 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,082,651 9,493,605 SH   SOLE   8,688,191 0 805,414
OLLIES BARGAIN OUTLET HLDGS COM 681116109 428,796 4,391,150 SH   SOLE   3,888,327 0 502,823
OMNICOM GROUP INC COM 681919106 63,222 1,157,914 SH   SOLE   991,722 0 166,192
ORACLE CORP COM 68389X105 635,408 11,496,439 SH   SOLE   10,345,472 0 1,150,967
ORCHARD THERAPEUTICS PLC ADS 68570P101 17,063 2,843,867 SH   SOLE   2,388,933 0 454,934
OREILLY AUTOMOTIVE INC COM 67103H107 38,798 92,010 SH   SOLE   92,010 0 0
OTIS WORLDWIDE CORP COM 68902V107 130,264 2,290,968 SH   SOLE   1,931,654 0 359,314
PAGSEGURO DIGITAL LTD COM CL A G68707101 549,806 15,557,612 SH   SOLE   14,221,349 0 1,336,263
PAPA JOHNS INTL INC COM 698813102 32,238 405,966 SH   SOLE   340,828 0 65,138
PAYLOCITY HLDG CORP COM 70438V106 18,708 128,237 SH   SOLE   107,864 0 20,373
PELOTON INTERACTIVE INC CL A COM 70614W100 123,881 2,144,385 SH   SOLE   2,032,678 0 111,707
PHILIP MORRIS INTL INC COM 718172109 74,256 1,059,894 SH   SOLE   1,059,894 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 46,805 1,114,667 SH   SOLE   978,588 0 136,079
PROGRESSIVE CORP OHIO COM 743315103 466,784 5,826,790 SH   SOLE   5,187,913 0 638,877
PROS HOLDINGS INC COM 74346Y103 34,576 778,207 SH   SOLE   648,651 0 129,556
PTC THERAPEUTICS INC COM 69366J200 24,955 491,813 SH   SOLE   315,209 0 176,604
PUBLIC STORAGE COM 74460D109 26,948 140,435 SH   SOLE   121,939 0 18,496
Q2 HLDGS INC COM 74736L109 180,369 2,102,448 SH   SOLE   1,762,174 0 340,274
QUOTIENT LTD SHS G73268107 10,008 1,352,435 SH   SOLE   1,352,435 0 0
RADIUS HEALTH INC COM NEW 750469207 18,612 1,365,517 SH   SOLE   1,148,847 0 216,670
RADWARE LTD ORD M81873107 38,477 1,631,054 SH   SOLE   1,631,054 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 201,221 3,265,508 SH   SOLE   3,231,639 0 33,869
REALPAGE INC COM 75606N109 59,037 908,121 SH   SOLE   709,533 0 198,588
REPLIGEN CORP COM 759916109 20,314 164,339 SH   SOLE   137,370 0 26,969
ROKU INC COM CL A 77543R102 48,057 412,400 SH   SOLE   392,655 0 19,745
ROPER TECHNOLOGIES INC COM 776696106 266,358 686,029 SH   SOLE   653,073 0 32,956
S&P GLOBAL INC COM 78409V104 36,888 111,957 SH   SOLE   111,957 0 0
SAGE THERAPEUTICS INC COM 78667J108 50,538 1,215,429 SH   SOLE   1,128,624 0 86,805
SANOFI SPONSORED ADR 80105N105 74,873 1,466,656 SH   SOLE   1,466,656 0 0
SAREPTA THERAPEUTICS INC COM 803607100 87,667 546,757 SH   SOLE   520,728 0 26,029
SBA COMMUNICATIONS CORP NEW CL A 78410G104 40,629 136,376 SH   SOLE   136,376 0 0
SCHLUMBERGER LTD COM 806857108 450,729 24,509,459 SH   SOLE   22,602,040 0 1,907,419
SEA LTD SPONSORED ADS 81141R100 275,013 2,564,466 SH   SOLE   2,564,466 0 0
SHOCKWAVE MED INC COM 82489T104 9,992 210,940 SH   SOLE   176,241 0 34,699
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,932 569,057 SH   SOLE   363,380 0 205,677
SKYWORKS SOLUTIONS INC COM 83088M102 224,395 1,755,005 SH   SOLE   1,601,951 0 153,054
SLACK TECHNOLOGIES INC COM CL A 83088V102 144,774 4,656,597 SH   SOLE   4,341,663 0 314,934
SOLAREDGE TECHNOLOGIES INC COM 83417M104 18,386 132,480 SH   SOLE   132,480 0 0
SOUTHWEST AIRLS CO COM 844741108 311,664 9,118,307 SH   SOLE   8,126,934 0 991,373
SPDR S&P 500 ETF TRUST OPTIONS 78462F103 157,695 511,400 SH Put SOLE   0 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 27,267 1,138,985 SH   SOLE   977,508 0 161,477
SPLUNK INC COM 848637104 24,461 123,107 SH   SOLE   78,699 0 44,408
SPOTIFY TECHNOLOGY S A SHS L8681T102 432,452 1,674,936 SH   SOLE   1,546,891 0 128,045
STAAR SURGICAL CO COM PAR $0.01 852312305 54,843 891,184 SH   SOLE   706,894 0 184,290
STARBUCKS CORP COM 855244109 166,896 2,267,916 SH   SOLE   2,019,849 0 248,067
STONECO LTD COM CL A G85158106 110,947 2,862,408 SH   SOLE   2,862,408 0 0
STORE CAP CORP COM 862121100 31,562 1,325,580 SH   SOLE   1,136,830 0 188,750
SUNCOR ENERGY INC NEW COM 867224107 249,641 14,806,163 SH   SOLE   13,678,960 0 1,127,203
SVMK INC COM 78489X103 31,221 1,326,313 SH   SOLE   849,348 0 476,965
SYNCHRONY FINANCIAL COM 87165B103 113,810 5,135,821 SH   SOLE   4,848,078 0 287,743
SYNOPSYS INC COM 871607107 122,574 628,585 SH   SOLE   542,451 0 86,134
SYSCO CORP COM 871829107 49,513 905,829 SH   SOLE   775,262 0 130,567
T-MOBILE US INC COM 872590104 175,305 1,683,201 SH   SOLE   1,597,558 0 85,643
T-MOBILE US INC RIGHT 07/27/2020 872590112 40 237,424 SH   SOLE   151,781 0 85,643
TABULA RASA HEALTHCARE INC COM 873379101 71,915 1,314,002 SH   SOLE   1,102,776 0 211,226
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 20,956 369,137 SH   SOLE   299,561 0 69,576
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 145,075 1,039,443 SH   SOLE   947,183 0 92,260
TAL EDUCATION GROUP SPONSORED ADS 874080104 246,853 3,610,019 SH   SOLE   3,610,019 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 252,612 812,388 SH   SOLE   669,171 0 143,217
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 722,236 81,516,469 SH   SOLE   74,067,073 0 7,449,396
TENARIS S A SPONSORED ADS 88031M109 49,003 3,789,861 SH   SOLE   3,494,303 0 295,558
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 2,678 198,988 SH   SOLE   104,883 0 94,105
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 15,474 1,254,999 SH   SOLE   1,254,999 0 0
TEXAS INSTRS INC COM 882508104 3,920 30,877 SH   SOLE   30,877 0 0
TEXAS INSTRS INC OPTIONS 882508104 122,894 967,900 SH Call SOLE   0 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 51,061 140,919 SH   SOLE   130,748 0 10,171
THOR INDS INC COM 885160101 151,722 1,424,215 SH   SOLE   1,230,432 0 193,783
TJX COS INC NEW COM 872540109 387,826 7,670,607 SH   SOLE   7,065,945 0 604,662
TRADEWEB MKTS INC CL A 892672106 205,598 3,536,256 SH   SOLE   3,306,696 0 229,560
TRANSUNION COM 89400J107 136,778 1,571,441 SH   SOLE   1,496,087 0 75,354
TREX CO INC COM 89531P105 28,628 220,098 SH   SOLE   185,136 0 34,962
TRICIDA INC COM 89610F101 34,191 1,244,223 SH   SOLE   1,039,118 0 205,105
TRIMBLE INC COM 896239100 183,525 4,249,244 SH   SOLE   4,039,928 0 209,316
TRIP COM GROUP LTD ADS 89677Q107 441,117 17,018,396 SH   SOLE   15,662,402 0 1,355,994
TWIST BIOSCIENCE CORP COM 90184D100 13,328 294,208 SH   SOLE   247,140 0 47,068
TYLER TECHNOLOGIES INC COM 902252105 155,595 448,556 SH   SOLE   390,123 0 58,433
TYSON FOODS INC CL A 902494103 61,596 1,031,584 SH   SOLE   891,635 0 139,949
UBER TECHNOLOGIES INC COM 90353T100 245,847 7,910,122 SH   SOLE   7,910,122 0 0
UNION PAC CORP COM 907818108 47,670 281,953 SH   SOLE   281,953 0 0
UNIQURE NV SHS N90064101 15,206 337,458 SH   SOLE   215,830 0 121,628
UROGEN PHARMA LTD COM M96088105 9,450 361,799 SH   SOLE   361,799 0 0
VAIL RESORTS INC COM 91879Q109 58,791 322,763 SH   SOLE   278,215 0 44,548
VAPOTHERM INC COM 922107107 41,696 1,017,235 SH   SOLE   852,454 0 164,781
VARONIS SYS INC COM 922280102 24,047 271,784 SH   SOLE   173,770 0 98,014
VEEVA SYS INC CL A COM 922475108 1,467,630 6,260,687 SH   SOLE   5,815,602 0 445,085
VERACYTE INC COM 92337F107 89,463 3,454,166 SH   SOLE   2,900,567 0 553,599
VERISIGN INC COM 92343E102 65,731 317,803 SH   SOLE   317,803 0 0
VERISK ANALYTICS INC COM 92345Y106 167,859 986,246 SH   SOLE   934,553 0 51,693
VERTIV HOLDINGS CO COM CL A 92537N108 47,772 3,523,015 SH   SOLE   2,258,004 0 1,265,011
VIACOMCBS INC CL B 92556H206 66,638 2,857,543 SH   SOLE   2,686,235 0 171,308
VIEWRAY INC COM 92672L107 26,000 11,607,201 SH   SOLE   9,666,595 0 1,940,606
VISA INC COM CL A 92826C839 604,024 3,126,902 SH   SOLE   3,034,069 0 92,833
WAYFAIR INC CL A 94419L101 81,178 410,799 SH   SOLE   388,946 0 21,853
WEST PHARMACEUTICAL SVSC INC COM 955306105 308,267 1,356,989 SH   SOLE   1,289,153 0 67,836
WEYERHAEUSER CO MTN BE COM NEW 962166104 32,920 1,465,697 SH   SOLE   1,257,656 0 208,041
WILLIS TOWERS WATSON PLC LTD SHS G96629103 716,108 3,635,989 SH   SOLE   3,182,049 0 453,940
WINGSTOP INC COM 974155103 25,269 181,830 SH   SOLE   153,115 0 28,715
WNS HLDGS LTD SPON ADR 92932M101 34,252 622,994 SH   SOLE   622,994 0 0
WORKIVA INC COM CL A 98139A105 29,191 545,734 SH   SOLE   349,668 0 196,066
Y-MABS THERAPEUTICS INC COM 984241109 27,055 626,266 SH   SOLE   526,988 0 99,278
YANDEX N V SHS CLASS A N97284108 119,114 2,381,336 SH   SOLE   2,339,148 0 42,188
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,132,192 4,465,535 SH   SOLE   4,087,794 0 377,741
ZSCALER INC COM 98980G102 419,672 3,832,619 SH   SOLE   3,464,484 0 368,135
ZYNGA INC CL A 98986T108 614,443 64,406,974 SH   SOLE   57,604,874 0 6,802,100