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 52,482 489,804 SH   SOLE   489,804 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 72,634 1,358,670 SH   SOLE   907,327 0 451,343
ACCELERON PHARMA INC COM 00434H108 152,755 1,193,957 SH   SOLE   942,953 0 251,004
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 466,550 1,786,109 SH   SOLE   1,507,320 0 278,789
ACTIVISION BLIZZARD INC COM 00507V109 928,137 9,996,095 SH   SOLE   9,123,969 0 872,126
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 119,597 2,022,619 SH   SOLE   1,854,531 0 168,088
ADVANCE AUTO PARTS INC COM 00751Y106 261,000 1,657,038 SH   SOLE   1,485,824 0 171,214
ADVANCED DRAIN SYS INC DEL COM 00790R104 34,282 410,169 SH   SOLE   342,847 0 67,322
ADVANCED MICRO DEVICES INC COM 007903107 1,066,679 11,631,001 SH   SOLE   10,355,336 0 1,275,665
AFYA LTD CL A COM G01125106 44,841 1,772,373 SH   SOLE   1,501,265 0 271,108
AGILENT TECHNOLOGIES INC COM 00846U101 277,516 2,342,109 SH   SOLE   2,238,612 0 103,497
AGIOS PHARMACEUTICALS INC COM 00847X104 17,965 414,598 SH   SOLE   351,475 0 63,123
AIR LEASE CORP CL A 00912X302 223,537 5,032,353 SH   SOLE   4,655,121 0 377,232
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,230,665 5,287,951 SH   SOLE   4,750,616 0 537,335
ALKERMES PLC SHS G01767105 41,496 2,080,013 SH   SOLE   1,758,353 0 321,660
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 26,016 200,173 SH   SOLE   169,326 0 30,847
ALPHABET INC CAP STK CL A 02079K305 1,651,832 942,482 SH   SOLE   833,950 0 108,532
ALPHABET INC CAP STK CL C 02079K107 616,206 351,740 SH   SOLE   320,235 0 31,505
ALTRIA GROUP INC COM 02209S103 85,052 2,074,447 SH   SOLE   2,074,447 0 0
AMAZON COM INC COM 023135106 742,515 227,980 SH   SOLE   196,861 0 31,119
AMAZON COM INC OPTIONS 023135106 70,024 21,500 SH Put SOLE   0 0 0
AMER SOFTWARE INC CL A 029683109 3,127 182,122 SH   SOLE   122,302 0 59,820
AMERCO COM 023586100 116,409 256,430 SH   SOLE   217,445 0 38,985
AMERICAN EXPRESS CO COM 025816109 646,945 5,350,632 SH   SOLE   4,798,566 0 552,066
AMERISOURCEBERGEN CORP COM 03073E105 61,662 630,748 SH   SOLE   535,082 0 95,666
AMETEK INC COM 031100100 103,965 859,643 SH   SOLE   859,643 0 0
AMPHENOL CORP NEW CL A 032095101 118,316 904,762 SH   SOLE   904,762 0 0
ANALOG DEVICES INC COM 032654105 294,854 1,995,899 SH   SOLE   1,852,949 0 142,950
ANALOG DEVICES INC OPTIONS 032654105 90,691 613,900 SH Call SOLE   0 0 0
ANTHEM INC COM 036752103 772,708 2,406,514 SH   SOLE   2,158,209 0 248,305
AON PLC SHS CL A G0403H108 829,845 3,927,889 SH   SOLE   3,393,262 0 534,627
APPLE INC COM 037833100 168,558 1,270,311 SH   SOLE   1,270,311 0 0
APPLE INC OPTIONS 037833100 222,004 1,673,100 SH Put SOLE   0 0 0
APREA THERAPEUTICS INC COM 03836J102 2,547 517,771 SH   SOLE   438,971 0 78,800
APTIV PLC SHS G6095L109 853,586 6,551,433 SH   SOLE   6,069,852 0 481,581
ARCH CAP GROUP LTD ORD G0450A105 1,138,135 31,553,498 SH   SOLE   29,505,280 0 2,048,218
ARCO PLATFORM LTD COM CL A G04553106 4,834 136,201 SH   SOLE   73,431 0 62,770
ARGENX SE SPONSORED ADR 04016X101 685,671 2,331,501 SH   SOLE   2,051,660 0 279,841
ARISTA NETWORKS INC COM 040413106 817,587 2,813,734 SH   SOLE   2,550,023 0 263,711
ARROW ELECTRS INC COM 042735100 55,362 568,984 SH   SOLE   482,605 0 86,379
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 961,908 5,767,527 SH   SOLE   4,894,682 0 872,845
ASML HOLDING N V N Y REGISTRY SHS N07059210 259,716 532,511 SH   SOLE   532,511 0 0
ATLASSIAN CORP PLC CL A G06242104 1,228,281 5,251,981 SH   SOLE   4,801,774 0 450,207
AUTONATION INC COM 05329W102 165,788 2,375,523 SH   SOLE   2,170,650 0 204,873
AVALARA INC COM 05338G106 127,885 775,576 SH   SOLE   648,530 0 127,046
AZUL S A SPONSR ADR PFD 05501U106 697 30,522 SH   SOLE   30,522 0 0
BAIDU INC SPON ADR REP A 056752108 1,609,058 7,441,074 SH   SOLE   6,800,197 0 640,877
BALL CORP COM 058498106 188,749 2,025,637 SH   SOLE   1,938,442 0 87,195
BANK NEW YORK MELLON CORP COM 064058100 791,075 18,639,856 SH   SOLE   16,727,183 0 1,912,673
BAOZUN INC SPONSORED ADR 06684L103 4,873 141,864 SH   SOLE   74,064 0 67,800
BENTLEY SYS INC COM CL B 08265T208 69,625 1,718,703 SH   SOLE   1,250,984 0 467,719
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 835,378 3,602,788 SH   SOLE   3,303,426 0 299,362
BEYOND MEAT INC COM 08862E109 55,877 447,015 SH   SOLE   427,948 0 19,067
BIONTECH SE SPONSORED ADS 09075V102 116,294 1,426,574 SH   SOLE   1,365,019 0 61,555
BLACKLINE INC COM 09239B109 323,695 2,426,862 SH   SOLE   1,901,694 0 525,168
BLACKROCK INC COM 09247X101 116,143 160,965 SH   SOLE   160,965 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 165,327 2,550,942 SH   SOLE   2,550,942 0 0
BLACKSTONE GROUP INC OPTIONS 09260D107 61,919 955,400 SH Call SOLE   0 0 0
BLOCK H & R INC COM 093671105 46,069 2,904,715 SH   SOLE   2,464,134 0 440,581
BLUEPRINT MEDICINES CORP COM 09627Y109 38,120 339,904 SH   SOLE   227,275 0 112,629
BOEING CO COM 097023105 443 2,069 SH   SOLE   2,069 0 0
BOEING CO OPTIONS 097023105 107,480 502,100 SH Call SOLE   0 0 0
BOK FINL CORP COM NEW 05561Q201 25,965 379,158 SH   SOLE   321,604 0 57,554
BOOKING HOLDINGS INC COM 09857L108 865,352 388,526 SH   SOLE   356,065 0 32,461
BOOKING HOLDINGS INC OPTIONS 09857L108 76,173 34,200 SH Call SOLE   0 0 0
BORGWARNER INC COM 099724106 81,056 2,097,712 SH   SOLE   1,779,530 0 318,182
BOSTON BEER INC CL A 100557107 159,619 160,536 SH   SOLE   153,554 0 6,982
BOSTON SCIENTIFIC CORP COM 101137107 765,951 21,306,022 SH   SOLE   18,551,877 0 2,754,145
BRIGHT HORIZONS FAM SOL IN D COM 109194100 168,926 976,508 SH   SOLE   870,478 0 106,030
BURLINGTON STORES INC COM 122017106 317,344 1,213,322 SH   SOLE   1,088,633 0 124,689
BWX TECHNOLOGIES INC COM 05605H100 51,470 853,842 SH   SOLE   713,971 0 139,871
CAE INC COM 124765108 100,973 3,644,140 SH   SOLE   3,086,560 0 557,580
CANADIAN PAC RY LTD COM 13645T100 375,197 1,081,668 SH   SOLE   873,407 0 208,261
CARRIER GLOBAL CORPORATION COM 14448C104 62,867 1,666,676 SH   SOLE   1,113,722 0 552,954
CASEYS GEN STORES INC COM 147528103 89,473 500,912 SH   SOLE   418,827 0 82,085
CATALENT INC COM 148806102 444,797 4,274,015 SH   SOLE   4,067,937 0 206,078
CELANESE CORP DEL COM 150870103 136,453 1,050,120 SH   SOLE   961,776 0 88,344
CENTENE CORP DEL COM 15135B101 315,280 5,252,035 SH   SOLE   4,667,587 0 584,448
CERIDIAN HCM HLDG INC COM 15677J108 626,122 5,875,774 SH   SOLE   5,374,619 0 501,155
CHARTER COMMUNICATIONS INC N CL A 16119P108 56,647 85,627 SH   SOLE   85,627 0 0
CHARTER COMMUNICATIONS INC N OPTIONS 16119P108 17,200 26,000 SH Put SOLE   0 0 0
CHEGG INC COM 163092109 674,969 7,472,262 SH   SOLE   6,621,029 0 851,233
CHEWY INC CL A 16679L109 119,453 1,328,880 SH   SOLE   1,271,799 0 57,081
CHINDATA GROUP HLDGS LTD ADS 16955F107 17,374 725,133 SH   SOLE   484,532 0 240,601
CHIPOTLE MEXICAN GRILL INC COM 169656105 271,401 195,716 SH   SOLE   186,754 0 8,962
CIGNA CORP NEW COM 125523100 45,503 218,573 SH   SOLE   218,573 0 0
CISCO SYS INC COM 17275R102 93,063 2,079,616 SH   SOLE   2,079,616 0 0
CITIGROUP INC COM NEW 172967424 693,552 11,248,007 SH   SOLE   10,087,502 0 1,160,505
CLARIVATE PLC ORD SHS G21810109 58,526 1,969,897 SH   SOLE   1,045,904 0 923,993
CLOUDFLARE INC CL A COM 18915M107 27,576 362,886 SH   SOLE   362,886 0 0
CME GROUP INC COM 12572Q105 71,071 390,391 SH   SOLE   390,391 0 0
CMS ENERGY CORP COM 125896100 178,414 2,924,334 SH   SOLE   2,795,799 0 128,535
COGNEX CORP COM 192422103 244,177 3,041,372 SH   SOLE   2,691,325 0 350,047
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 932,281 11,376,215 SH   SOLE   10,199,944 0 1,176,271
COLFAX CORP COM 194014106 30,304 792,476 SH   SOLE   529,490 0 262,986
COMCAST CORP NEW CL A 20030N101 147,830 2,821,175 SH   SOLE   2,821,175 0 0
COMPUGEN LTD ORD M25722105 9,076 749,456 SH   SOLE   639,357 0 110,099
COPA HOLDINGS SA CL A P31076105 4,351 56,337 SH   SOLE   30,832 0 25,505
COPART INC COM 217204106 56,892 447,090 SH   SOLE   447,090 0 0
CORTEVA INC COM 22052L104 73,580 1,900,317 SH   SOLE   1,611,921 0 288,396
COUPA SOFTWARE INC COM 22266L106 423,560 1,249,771 SH   SOLE   1,161,591 0 88,180
CREDICORP LTD COM G2519Y108 7,291 44,454 SH   SOLE   24,290 0 20,164
CREE INC COM 225447101 262,341 2,477,256 SH   SOLE   2,028,011 0 449,245
CSX CORP COM 126408103 2,411 26,571 SH   SOLE   26,571 0 0
CSX CORP OPTIONS 126408103 45,529 501,700 SH Call SOLE   0 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 54,980 340,244 SH   SOLE   288,316 0 51,928
DANAHER CORPORATION COM 235851102 713,681 3,212,754 SH   SOLE   2,932,332 0 280,422
DATADOG INC CL A COM 23804L103 200,948 2,041,322 SH   SOLE   1,951,551 0 89,771
DENALI THERAPEUTICS INC COM 24823R105 35,460 423,353 SH   SOLE   353,820 0 69,533
DENTSPLY SIRONA INC COM 24906P109 808,550 15,442,138 SH   SOLE   13,767,695 0 1,674,443
DESCARTES SYS GROUP INC COM 249906108 53,959 922,563 SH   SOLE   778,763 0 143,800
DESPEGAR COM CORP ORD SHS G27358103 7,078 552,574 SH   SOLE   324,290 0 228,284
DEXCOM INC COM 252131107 560,668 1,516,467 SH   SOLE   1,401,771 0 114,696
DISNEY WALT CO COM 254687106 58,441 322,555 SH   SOLE   230,307 0 92,248
DISNEY WALT CO OPTIONS 254687106 167,283 923,300 SH Call SOLE   0 0 0
ELECTRONIC ARTS INC COM 285512109 129,862 904,331 SH   SOLE   838,702 0 65,629
EOG RES INC COM 26875P101 63,523 1,273,770 SH   SOLE   1,273,770 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 9,427 250,443 SH   SOLE   211,290 0 39,153
EVO PMTS INC CL A COM 26927E104 52,133 1,930,128 SH   SOLE   1,613,265 0 316,863
EXACT SCIENCES CORP COM 30063P105 423,419 3,195,857 SH   SOLE   3,058,420 0 137,437
EXPEDIA GROUP INC COM NEW 30212P303 801,704 6,055,163 SH   SOLE   5,382,578 0 672,585
EXPEDITORS INTL WASH INC COM 302130109 81,243 854,204 SH   SOLE   724,767 0 129,437
EZCORP INC NOTE 2.375% 5/0 302301AE6 802 1,000,000 SH   SOLE   0 0 1,000,000
EZCORP INC NOTE 2.875% 7/0 302301AF3 850 936,000 SH   SOLE   0 0 936,000
FABRINET SHS G3323L100 56,714 730,943 SH   SOLE   619,981 0 110,962
FACEBOOK INC CL A 30303M102 812,563 2,974,678 SH   SOLE   2,689,395 0 285,283
FEDEX CORP COM 31428X106 472,395 1,819,565 SH   SOLE   1,678,100 0 141,465
FIDELITY NATL INFORMATION SV COM 31620M106 1,402,561 9,914,892 SH   SOLE   9,094,394 0 820,498
FIFTH THIRD BANCORP COM 316773100 96,583 3,503,199 SH   SOLE   2,971,865 0 531,334
FIRST REP BK SAN FRANCISCO C COM 33616C100 114,167 777,013 SH   SOLE   569,869 0 207,144
FLEXION THERAPEUTICS INC COM 33938J106 35,497 3,076,029 SH   SOLE   2,609,783 0 466,246
FLOOR & DECOR HLDGS INC CL A 339750101 86,589 932,566 SH   SOLE   779,804 0 152,762
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 23,378 1,548,218 SH   SOLE   1,034,198 0 514,020
FORTIVE CORP COM 34959J108 963,215 13,600,890 SH   SOLE   12,900,489 0 700,401
GENERAC HLDGS INC COM 368736104 232,560 1,022,648 SH   SOLE   978,682 0 43,966
GENMAB A/S SPONSORED ADS 372303206 160,114 3,937,874 SH   SOLE   3,505,515 0 432,359
GENTEX CORP COM 371901109 117,648 3,467,365 SH   SOLE   2,941,443 0 525,922
GLAUKOS CORP COM 377322102 178,019 2,365,390 SH   SOLE   1,989,070 0 376,320
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 34,728 801,855 SH   SOLE   680,784 0 121,071
GLOBAL PMTS INC COM 37940X102 1,035,883 4,808,665 SH   SOLE   4,379,048 0 429,617
GLOBANT S A COM L44385109 6,331 29,094 SH   SOLE   15,814 0 13,280
GLOBE LIFE INC COM 37959E102 103,416 1,089,051 SH   SOLE   923,866 0 165,185
GOLDMAN SACHS GROUP INC COM 38141G104 123,005 466,439 SH   SOLE   466,439 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 436,002 3,386,952 SH   SOLE   2,962,542 0 424,410
HALOZYME THERAPEUTICS INC COM 40637H109 439,235 10,284,136 SH   SOLE   8,165,901 0 2,118,235
HDFC BANK LTD SPONSORED ADS 40415F101 272,635 3,772,974 SH   SOLE   3,772,974 0 0
HERON THERAPEUTICS INC COM 427746102 28,429 1,343,212 SH   SOLE   1,136,345 0 206,867
HILTON WORLDWIDE HLDGS INC COM 43300A203 13,090 117,656 SH   SOLE   117,656 0 0
HILTON WORLDWIDE HLDGS INC OPTIONS 43300A203 111,271 1,000,100 SH Call SOLE   0 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 37,738 515,898 SH   SOLE   344,610 0 171,288
HUBSPOT INC COM 443573100 751,641 1,895,977 SH   SOLE   1,733,572 0 162,405
I MAB SPONSORED ADS 44975P103 40,394 856,712 SH   SOLE   723,385 0 133,327
IAC INTERACTIVECORP NEW COM 44891N109 113,019 596,878 SH   SOLE   506,293 0 90,585
ICICI BANK LIMITED ADR 45104G104 10,140 682,392 SH   SOLE   288,588 0 393,804
IDEX CORP COM 45167R104 146,132 733,596 SH   SOLE   701,924 0 31,672
IHS MARKIT LTD SHS G47567105 1,061,751 11,819,562 SH   SOLE   10,794,408 0 1,025,154
ILLUMINA INC COM 452327109 66,458 179,615 SH   SOLE   119,953 0 59,662
IMPERIAL OIL LTD COM NEW 453038408 609,711 32,123,413 SH   SOLE   29,691,431 0 2,431,982
INGERSOLL RAND INC COM 45687V106 497,082 10,910,498 SH   SOLE   9,430,369 0 1,480,129
INSMED INC COM PAR $.01 457669307 68,196 2,048,532 SH   SOLE   1,649,344 0 399,188
INSPIRE MED SYS INC COM 457730109 44,620 237,227 SH   SOLE   200,539 0 36,688
INTERSECT ENT INC COM 46071F103 67,932 2,966,448 SH   SOLE   2,513,007 0 453,441
INTUIT COM 461202103 114,922 302,547 SH   SOLE   302,547 0 0
INTUIT OPTIONS 461202103 70,690 186,100 SH Call SOLE   0 0 0
INVITAE CORP COM 46185L103 37,568 898,546 SH   SOLE   750,656 0 147,890
IOVANCE BIOTHERAPEUTICS INC COM 462260100 134,721 2,903,469 SH   SOLE   2,427,849 0 475,620
IPG PHOTONICS CORP COM 44980X109 192,925 862,081 SH   SOLE   767,730 0 94,351
IQIYI INC SPONSORED ADS 46267X108 3,710 212,257 SH   SOLE   109,944 0 102,313
IRHYTHM TECHNOLOGIES INC COM 450056106 321,862 1,356,864 SH   SOLE   1,193,786 0 163,078
ISHARES TR INDIA 50 ETF 464289529 22,686 534,552 SH   SOLE   222,907 0 311,645
JFROG LTD ORD SHS M6191J100 165,989 2,641,868 SH   SOLE   2,376,430 0 265,438
JOHN BEAN TECHNOLOGIES CORP COM 477839104 120,730 1,060,247 SH   SOLE   886,569 0 173,678
JOHNSON CTLS INTL PLC SHS G51502105 76,437 1,640,633 SH   SOLE   1,094,497 0 546,136
JONES LANG LASALLE INC COM 48020Q107 46,506 313,444 SH   SOLE   265,916 0 47,528
KANSAS CITY SOUTHERN COM NEW 485170302 79,791 390,882 SH   SOLE   390,882 0 0
KE HLDGS INC SPONSORED ADS 482497104 205,238 3,335,042 SH   SOLE   3,335,042 0 0
KIRBY CORP COM 497266106 54,102 1,043,837 SH   SOLE   885,510 0 158,327
KORNIT DIGITAL LTD SHS M6372Q113 157,577 1,767,948 SH   SOLE   1,493,767 0 274,181
KROGER CO COM 501044101 60,021 1,889,824 SH   SOLE   1,603,193 0 286,631
L3HARRIS TECHNOLOGIES INC COM 502431109 9,795 51,822 SH   SOLE   34,572 0 17,250
LAMAR ADVERTISING CO NEW CL A 512816109 96,903 1,164,422 SH   SOLE   987,791 0 176,631
LATTICE SEMICONDUCTOR CORP COM 518415104 492,517 10,748,956 SH   SOLE   9,285,630 0 1,463,326
LAUDER ESTEE COS INC CL A 518439104 259,392 974,463 SH   SOLE   974,463 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 38,384 242,370 SH   SOLE   205,607 0 36,763
LIONS GATE ENTMNT CORP CL A VTG 535919401 24,833 2,184,086 SH   SOLE   1,858,368 0 325,718
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 24,551 2,365,192 SH   SOLE   2,012,472 0 352,720
LIVE NATION ENTERTAINMENT IN COM 538034109 42,792 582,356 SH   SOLE   582,356 0 0
LIVEPERSON INC COM 538146101 202,458 3,253,380 SH   SOLE   2,720,429 0 532,951
LIVERAMP HLDGS INC COM 53815P108 102,177 1,396,051 SH   SOLE   1,167,368 0 228,683
LOWES COS INC COM 548661107 654,401 4,077,011 SH   SOLE   3,721,357 0 355,654
LUXFER HOLDINGS PLC SHS G5698W116 316 19,259 SH   SOLE   19,259 0 0
LYFT INC CL A COM 55087P104 84,365 1,717,186 SH   SOLE   1,643,467 0 73,719
M & T BK CORP COM 55261F104 73,105 574,275 SH   SOLE   487,170 0 87,105
MADRIGAL PHARMACEUTICALS INC COM 558868105 23,388 210,380 SH   SOLE   177,803 0 32,577
MARRIOTT INTL INC NEW CL A 571903202 177,530 1,345,741 SH   SOLE   1,248,538 0 97,203
MARSH & MCLENNAN COS INC COM 571748102 588,854 5,032,938 SH   SOLE   4,513,509 0 519,429
MASTERCARD INCORPORATED CL A 57636Q104 119,668 335,261 SH   SOLE   298,893 0 36,368
MASTERCARD INCORPORATED OPTIONS 57636Q104 184,360 516,500 SH Call SOLE   0 0 0
MATCH GROUP INC NEW COM 57667L107 440,434 2,913,115 SH   SOLE   2,787,297 0 125,818
MEDTRONIC PLC SHS G5960L103 87,030 742,960 SH   SOLE   742,960 0 0
MERCADOLIBRE INC COM 58733R102 533,566 318,505 SH   SOLE   304,819 0 13,686
MESA LABS INC COM 59064R109 37,519 130,892 SH   SOLE   109,455 0 21,437
MICRON TECHNOLOGY INC COM 595112103 13,378 177,945 SH   SOLE   177,945 0 0
MICRON TECHNOLOGY INC OPTIONS 595112103 232,111 3,087,400 SH Call SOLE   0 0 0
MICROSOFT CORP COM 594918104 918,014 4,127,391 SH   SOLE   3,739,155 0 388,236
MODEL N INC COM 607525102 75,481 2,115,509 SH   SOLE   1,792,658 0 322,851
MOELIS & CO CL A 60786M105 92,819 1,984,998 SH   SOLE   1,686,203 0 298,795
MONOLITHIC PWR SYS INC COM 609839105 165,763 452,620 SH   SOLE   378,479 0 74,141
MOODYS CORP COM 615369105 21,842 75,255 SH   SOLE   75,255 0 0
MORGAN STANLEY COM NEW 617446448 134,196 1,958,201 SH   SOLE   1,958,201 0 0
MORNINGSTAR INC COM 617700109 90,601 391,248 SH   SOLE   289,651 0 101,597
MSCI INC COM 55354G100 239,616 536,618 SH   SOLE   513,450 0 23,168
NATERA INC COM 632307104 52,740 529,941 SH   SOLE   353,991 0 175,950
NEOGENOMICS INC COM NEW 64049M209 254,528 4,727,487 SH   SOLE   3,953,068 0 774,419
NETAPP INC COM 64110D104 68,435 1,033,139 SH   SOLE   876,460 0 156,679
NETFLIX INC COM 64110L106 738,171 1,365,137 SH   SOLE   1,287,822 0 77,315
NEW YORK TIMES CO CL A 650111107 442,720 8,551,664 SH   SOLE   7,620,449 0 931,215
NEWS CORP NEW CL A 65249B109 80,264 4,466,529 SH   SOLE   3,789,055 0 677,474
NEXTERA ENERGY INC COM 65339F101 767,000 9,941,673 SH   SOLE   9,074,288 0 867,385
NICE LTD SPONSORED ADR 653656108 1,011,347 3,566,858 SH   SOLE   2,946,073 0 620,785
NIKE INC CL B 654106103 81,651 577,160 SH   SOLE   577,160 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 10,718 224,175 SH   SOLE   118,232 0 105,943
NORTHERN TR CORP COM 665859104 72,683 780,360 SH   SOLE   662,895 0 117,465
NORTHROP GRUMMAN CORP COM 666807102 87,026 285,594 SH   SOLE   285,594 0 0
NOVANTA INC COM 67000B104 148,646 1,257,365 SH   SOLE   957,084 0 300,281
NOVARTIS AG SPONSORED ADR 66987V109 614 6,500 SH   SOLE   6,500 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 85,164 1,931,584 SH   SOLE   1,848,349 0 83,235
NVENT ELECTRIC PLC SHS G6700G107 74,062 3,180,002 SH   SOLE   2,697,363 0 482,639
NVIDIA CORPORATION COM 67066G104 472,665 905,142 SH   SOLE   905,142 0 0
NVIDIA CORPORATION OPTIONS 67066G104 537,344 1,029,000 SH Put SOLE   0 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,474,940 9,275,771 SH   SOLE   8,351,435 0 924,336
OLLIES BARGAIN OUTLET HLDGS COM 681116109 304,183 3,719,986 SH   SOLE   3,222,575 0 497,411
OMNICOM GROUP INC COM 681919106 64,326 1,031,359 SH   SOLE   874,925 0 156,434
ORACLE CORP COM 68389X105 69,687 1,077,243 SH   SOLE   1,077,243 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 17,391 4,025,810 SH   SOLE   3,393,061 0 632,749
OTIS WORLDWIDE CORP COM 68902V107 134,326 1,988,535 SH   SOLE   1,608,340 0 380,195
OZON HLDGS PLC SPONSORED ADS 69269L104 20,948 505,869 SH   SOLE   283,036 0 222,833
PAGSEGURO DIGITAL LTD COM CL A G68707101 876,616 15,411,674 SH   SOLE   14,050,841 0 1,360,833
PAPA JOHNS INTL INC COM 698813102 44,953 529,795 SH   SOLE   442,807 0 86,988
PELOTON INTERACTIVE INC CL A COM 70614W100 336,145 2,215,562 SH   SOLE   2,119,272 0 96,290
PHILIP MORRIS INTL INC COM 718172109 95,687 1,155,775 SH   SOLE   1,155,775 0 0
PROGRESSIVE CORP COM 743315103 598,338 6,051,154 SH   SOLE   5,384,014 0 667,140
PROTARA THERAPEUTICS INC COM STK 74365U107 9,121 376,733 SH   SOLE   320,866 0 55,867
PS BUSINESS PKS INC CALIF COM 69360J107 27,178 204,543 SH   SOLE   174,135 0 30,408
PUBLIC STORAGE COM 74460D109 41,641 180,320 SH   SOLE   152,953 0 27,367
Q2 HLDGS INC COM 74736L109 266,792 2,108,526 SH   SOLE   1,763,095 0 345,431
QUOTIENT LTD SHS G73268107 17,003 3,263,609 SH   SOLE   2,755,188 0 508,421
RADIUS HEALTH INC COM NEW 750469207 23,849 1,335,322 SH   SOLE   1,118,652 0 216,670
RADWARE LTD ORD M81873107 85,637 3,086,032 SH   SOLE   2,614,331 0 471,701
RAYTHEON TECHNOLOGIES CORP COM 75513E101 95,740 1,338,839 SH   SOLE   1,338,839 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 13,230 107,019 SH   SOLE   90,992 0 16,027
REPLIGEN CORP COM 759916109 32,168 167,865 SH   SOLE   140,896 0 26,969
ROKU INC COM CL A 77543R102 239,041 719,961 SH   SOLE   689,201 0 30,760
ROPER TECHNOLOGIES INC COM 776696106 207,065 480,328 SH   SOLE   389,673 0 90,655
S&P GLOBAL INC COM 78409V104 150,903 459,047 SH   SOLE   419,070 0 39,977
SAGE THERAPEUTICS INC COM 78667J108 137,805 1,592,933 SH   SOLE   1,474,195 0 118,738
SANOFI SPONSORED ADR 80105N105 66,959 1,378,049 SH   SOLE   1,378,049 0 0
SAREPTA THERAPEUTICS INC COM 803607100 90,532 531,012 SH   SOLE   508,583 0 22,429
SCHLUMBERGER LTD COM 806857108 673,388 30,846,900 SH   SOLE   29,036,348 0 1,810,552
SEA LTD SPONSORD ADS 81141R100 577,226 2,899,905 SH   SOLE   2,886,016 0 13,889
SHOCKWAVE MED INC COM 82489T104 80,803 779,045 SH   SOLE   651,085 0 127,960
SKYWORKS SOLUTIONS INC COM 83088M102 286,262 1,872,462 SH   SOLE   1,663,116 0 209,346
SMARTSHEET INC COM CL A 83200N103 35,643 514,403 SH   SOLE   430,295 0 84,108
SOUTH MTN MERGER CORP UNIT 838884203 19,119 1,185,326 SH   SOLE   991,318 0 194,008
SOUTHWEST AIRLS CO COM 844741108 436,324 9,361,163 SH   SOLE   8,393,987 0 967,176
SPDR S&P 500 ETF TRUST OPTIONS 78462F103 223,992 599,100 SH Put SOLE   0 0 0
SPLUNK INC COM 848637104 37,470 220,554 SH   SOLE   147,363 0 73,191
STAAR SURGICAL CO COM PAR $0.01 852312305 39,457 498,075 SH   SOLE   426,665 0 71,410
STARBUCKS CORP COM 855244109 319,502 2,986,557 SH   SOLE   2,724,545 0 262,012
STONECO LTD COM CL A G85158106 206,626 2,462,179 SH   SOLE   2,462,179 0 0
STORE CAP CORP COM 862121100 39,657 1,167,055 SH   SOLE   990,047 0 177,008
SUMO LOGIC INC COM 86646P103 14,920 522,052 SH   SOLE   435,851 0 86,201
SUNCOR ENERGY INC NEW COM 867224107 357,315 21,303,315 SH   SOLE   19,920,712 0 1,382,603
SVB FINANCIAL GROUP COM 78486Q101 112,609 290,357 SH   SOLE   277,877 0 12,480
SVMK INC COM 78489X103 36,035 1,410,385 SH   SOLE   943,165 0 467,220
SYNCHRONY FINANCIAL COM 87165B103 182,761 5,265,378 SH   SOLE   4,875,974 0 389,404
SYNOPSYS INC COM 871607107 299,968 1,157,106 SH   SOLE   1,044,446 0 112,660
SYSCO CORP COM 871829107 59,871 806,236 SH   SOLE   683,954 0 122,282
T-MOBILE US INC COM 872590104 230,207 1,707,134 SH   SOLE   1,571,649 0 135,485
TABULA RASA HEALTHCARE INC COM 873379101 54,657 1,275,849 SH   SOLE   1,066,852 0 208,997
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 133,869 1,227,705 SH   SOLE   1,155,455 0 72,250
TAIWAN SEMICONDUCTOR MFG LTD OPTIONS 874039100 70,462 646,200 SH Call SOLE   0 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 219,740 1,057,509 SH   SOLE   935,320 0 122,189
TAL EDUCATION GROUP SPONSORED ADS 874080104 380,812 5,325,297 SH   SOLE   5,325,297 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 481,223 1,227,673 SH   SOLE   1,017,788 0 209,885
TELEFONICA BRASIL SA NEW ADR 87936R205 734,781 83,026,111 SH   SOLE   76,068,277 0 6,957,834
TENARIS S A SPONSORED ADS 88031M109 50,715 3,179,624 SH   SOLE   2,980,594 0 199,030
TEXAS INSTRS INC COM 882508104 94,345 574,821 SH   SOLE   574,821 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 41,687 89,499 SH   SOLE   89,499 0 0
THERMO FISHER SCIENTIFIC INC OPTIONS 883556102 38,864 62,800 SH Put SOLE   0 0 0
THOR INDS INC COM 885160101 107,832 1,159,606 SH   SOLE   983,613 0 175,993
TJX COS INC NEW COM 872540109 610,750 8,943,482 SH   SOLE   8,174,367 0 769,115
TJX COS INC NEW OPTIONS 872540109 83,327 1,220,200 SH Call SOLE   0 0 0
TRADEWEB MKTS INC CL A 892672106 225,230 3,606,573 SH   SOLE   3,269,260 0 337,313
TRANSDIGM GROUP INC COM 893641100 20,912 33,791 SH   SOLE   33,791 0 0
TRANSDIGM GROUP INC OPTIONS 893641100 98,335 158,900 SH Call SOLE   0 0 0
TRANSUNION COM 89400J107 79,721 803,477 SH   SOLE   803,477 0 0
TREX CO INC COM 89531P105 35,891 428,698 SH   SOLE   358,774 0 69,924
TRIMBLE INC COM 896239100 303,947 4,552,142 SH   SOLE   4,355,533 0 196,609
TRIP COM GROUP LTD ADS 89677Q107 582,952 17,282,907 SH   SOLE   16,085,604 0 1,197,303
TWILIO INC CL A 90138F102 186,850 551,995 SH   SOLE   528,193 0 23,802
TWIST BIOSCIENCE CORP COM 90184D100 41,688 295,052 SH   SOLE   247,984 0 47,068
TYLER TECHNOLOGIES INC COM 902252105 301,871 691,540 SH   SOLE   629,962 0 61,578
TYSON FOODS INC CL A 902494103 68,637 1,065,132 SH   SOLE   903,560 0 161,572
UBER TECHNOLOGIES INC COM 90353T100 643,725 12,622,057 SH   SOLE   12,410,390 0 211,667
UBER TECHNOLOGIES INC OPTIONS 90353T100 61,996 1,215,600 SH Call SOLE   0 0 0
UNION PAC CORP COM 907818108 75,777 363,926 SH   SOLE   363,926 0 0
UNION PAC CORP OPTIONS 907818108 40,749 195,700 SH Call SOLE   0 0 0
UNIQURE NV SHS N90064101 13,050 361,188 SH   SOLE   241,264 0 119,924
UNITY SOFTWARE INC COM 91332U101 384,297 2,504,054 SH   SOLE   2,504,054 0 0
VAIL RESORTS INC COM 91879Q109 76,855 275,506 SH   SOLE   233,720 0 41,786
VAPOTHERM INC COM 922107107 49,521 1,843,663 SH   SOLE   1,540,934 0 302,729
VEEVA SYS INC CL A COM 922475108 1,611,755 5,920,129 SH   SOLE   5,506,675 0 413,454
VERACYTE INC COM 92337F107 172,740 3,529,626 SH   SOLE   2,951,433 0 578,193
VERICEL CORP COM 92346J108 15,892 514,644 SH   SOLE   430,278 0 84,366
VERISK ANALYTICS INC COM 92345Y106 183,098 882,016 SH   SOLE   844,181 0 37,835
VERTIV HOLDINGS CO COM CL A 92537N108 91,246 4,887,288 SH   SOLE   3,265,094 0 1,622,194
VESPER HEALTHCARE ACQSTN COR COM CL A 92538T104 8,699 769,187 SH   SOLE   513,803 0 255,384
VIEWRAY INC COM 92672L107 71,276 18,658,583 SH   SOLE   14,707,125 0 3,951,458
VISA INC COM CL A 92826C839 749,000 3,424,312 SH   SOLE   3,329,120 0 95,192
WAYFAIR INC CL A 94419L101 97,186 430,387 SH   SOLE   411,544 0 18,843
WEST PHARMACEUTICAL SVSC INC COM 955306105 368,596 1,301,035 SH   SOLE   1,242,628 0 58,407
WEYERHAEUSER CO MTN BE COM NEW 962166104 48,250 1,439,019 SH   SOLE   1,220,631 0 218,388
WHITE MTNS INS GROUP LTD COM G9618E107 9,043 9,037 SH   SOLE   8,384 0 653
WILLIS TOWERS WATSON PLC LTD SHS G96629103 542,845 2,576,633 SH   SOLE   2,269,382 0 307,251
WINGSTOP INC COM 974155103 58,053 437,974 SH   SOLE   366,205 0 71,769
WNS HLDGS LTD SPON ADR 92932M101 71,270 989,170 SH   SOLE   838,493 0 150,677
WORKIVA INC COM CL A 98139A105 49,344 538,567 SH   SOLE   359,649 0 178,918
Y-MABS THERAPEUTICS INC COM 984241109 51,858 1,047,416 SH   SOLE   875,317 0 172,099
YANDEX N V SHS CLASS A N97284108 172,378 2,477,413 SH   SOLE   2,434,068 0 43,345
YATSEN HLDG LTD ADS 985194109 1,020 60,000 SH   SOLE   40,228 0 19,772
YETI HLDGS INC COM 98585X104 53,064 774,992 SH   SOLE   647,715 0 127,277
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 359,839 1,066,759 SH   SOLE   941,330 0 125,429
ZSCALER INC COM 98980G102 378,538 1,895,436 SH   SOLE   1,715,367 0 180,069
ZYNGA INC CL A 98986T108 792,902 80,334,536 SH   SOLE   71,203,934 0 9,130,602