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
ABBOTT LABS COM 002824100 5,234 47,808 SH   SOLE   39,588 0 8,220
ACTIVISION BLIZZARD INC COM 00507V109 1,529 16,470 SH   OTR 1 0 16,470 0
ACTIVISION BLIZZARD INC COM 00507V109 23,316 251,120 SH   SOLE   220,200 0 30,920
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,469 2,938 SH   OTR 1 0 2,938 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 75,476 150,915 SH   SOLE   139,564 0 11,351
ADVANCED ENERGY INDS COM 007973100 1,679 17,310 SH   OTR 1 0 17,310 0
ADVANCED ENERGY INDS COM 007973100 60,684 625,800 SH   SOLE   576,410 0 49,390
ALBEMARLE CORP COM 012653101 34,828 236,087 SH   SOLE   224,627 0 11,460
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,368 5,880 SH   OTR 1 0 5,880 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 337,484 1,450,110 SH   SOLE   1,261,514 0 188,596
ALKERMES PLC SHS G01767105 11,784 590,680 SH   SOLE   588,920 0 1,760
ALPHABET INC CAP STK CL A 02079K305 817 466 SH   OTR 1 0 466 0
ALPHABET INC CAP STK CL A 02079K305 43,571 24,860 SH   SOLE   23,068 0 1,792
ALPHABET INC CAP STK CL C 02079K107 10,410 5,942 SH   SOLE   5,351 0 591
AMAZON COM INC COM 023135106 1,570 482 SH   OTR 1 0 482 0
AMAZON COM INC COM 023135106 24,000 7,369 SH   SOLE   6,461 0 908
APPLE INC COM 037833100 46,815 352,812 SH   SOLE   336,634 0 16,178
APTIV PLC SHS G6095L109 317,186 2,434,465 SH   SOLE   2,113,810 0 320,655
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,930 3,957 SH   OTR 1 0 3,957 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 211,503 433,656 SH   SOLE   312,771 0 120,885
ASTRAZENECA PLC SPONSORED ADR 046353108 47,184 943,877 SH   SOLE   656,287 0 287,590
ATLASSIAN CORP PLC CL A G06242104 427,441 1,827,687 SH   SOLE   1,587,772 0 239,915
AUTOMATIC DATA PROCESSING IN COM 053015103 39,008 221,387 SH   SOLE   206,677 0 14,710
BECTON DICKINSON & CO COM 075887109 28,975 115,797 SH   SOLE   111,667 0 4,130
BLACKSTONE MTG TR INC COM CL A 09257W100 374 13,570 SH   SOLE   13,570 0 0
BOSTON SCIENTIFIC CORP COM 101137107 20,628 573,810 SH   SOLE   502,790 0 71,020
BOSTON SCIENTIFIC CORP COM 101137107 1,360 37,820 SH   OTR 1 0 37,820 0
BROADCOM INC COM 11135F101 1,064 2,430 SH   SOLE   2,430 0 0
CERNER CORP COM 156782104 24,839 316,502 SH   SOLE   302,872 0 13,630
CHEVRON CORP NEW COM 166764100 270 3,200 SH   SOLE   3,200 0 0
COMCAST CORP NEW CL A 20030N101 37,410 713,922 SH   SOLE   675,512 0 38,410
CREE INC COM 225447101 20,106 189,855 SH   SOLE   180,530 0 9,325
DENTSPLY SIRONA INC COM 24906P109 27,076 517,120 SH   SOLE   494,660 0 22,460
DIAGEO PLC SPON ADR NEW 25243Q205 349 2,200 SH   SOLE   2,200 0 0
EATON VANCE MUN BD FD COM 27827X101 178 13,123 SH   SOLE   13,123 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,703 18,666 SH   OTR 1 0 18,666 0
EDWARDS LIFESCIENCES CORP COM 28176E108 63,219 692,963 SH   SOLE   641,253 0 51,710
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 188 30,473 SH   SOLE   30,473 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,284 218,690 SH   SOLE   205,690 0 13,000
EXXON MOBIL CORP COM 30231G102 366 8,883 SH   SOLE   8,883 0 0
FACEBOOK INC CL A 30303M102 703 2,575 SH   OTR 1 0 2,575 0
FACEBOOK INC CL A 30303M102 10,523 38,525 SH   SOLE   33,740 0 4,785
FLIR SYS INC COM 302445101 21,044 480,126 SH   SOLE   457,286 0 22,840
FMC CORP COM NEW 302491303 27,223 236,866 SH   SOLE   226,886 0 9,980
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 2,046 49,240 SH   SOLE   39,540 0 9,700
GENMAB A/S SPONSORED ADS 372303206 43,099 1,059,976 SH   SOLE   613,686 0 446,290
GW PHARMACEUTICALS PLC ADS 36197T103 2,557 22,160 SH   SOLE   22,160 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 12,346 170,856 SH   SOLE   157,616 0 13,240
HERSHEY CO COM 427866108 442 2,900 SH   SOLE   2,900 0 0
HIGHWOODS PPTYS INC COM 431284108 900 22,700 SH   SOLE   22,700 0 0
ICICI BANK LIMITED ADR 45104G104 285,768 19,230,661 SH   SOLE   16,701,771 0 2,528,890
IPG PHOTONICS CORP COM 44980X109 224 1,000 SH   SOLE   1,000 0 0
IQVIA HLDGS INC COM 46266C105 1,522 8,495 SH   OTR 1 0 8,495 0
IQVIA HLDGS INC COM 46266C105 61,072 340,863 SH   SOLE   315,243 0 25,620
JD.COM INC SPON ADR CL A 47215P106 365 4,150 SH   SOLE   4,150 0 0
JOHNSON & JOHNSON COM 478160104 25,788 163,859 SH   SOLE   156,199 0 7,660
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 2,301 42,481 SH   SOLE   42,481 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 1,091 39,780 SH   OTR 1 0 39,780 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 16,368 596,721 SH   SOLE   522,031 0 74,690
LEIDOS HOLDINGS INC COM 525327102 13,585 129,230 SH   SOLE   122,750 0 6,480
M & T BK CORP COM 55261F104 1,621 12,730 SH   SOLE   12,730 0 0
MARSH & MCLENNAN COS INC COM 571748102 36,778 314,341 SH   SOLE   301,151 0 13,190
MASTERCARD INCORPORATED CL A 57636Q104 67,406 188,845 SH   SOLE   175,993 0 12,852
MASTERCARD INCORPORATED CL A 57636Q104 1,551 4,346 SH   OTR 1 0 4,346 0
MEDTRONIC PLC SHS G5960L103 31,145 265,877 SH   SOLE   247,867 0 18,010
MELCO RESORTS AND ENTMNT LTD ADR 585464100 338,504 18,248,208 SH   SOLE   15,800,720 0 2,447,488
MELCO RESORTS AND ENTMNT LTD ADR 585464100 1,462 78,840 SH   OTR 1 0 78,840 0
MERCADOLIBRE INC COM 58733R102 400 239 SH   SOLE   239 0 0
MERCK & CO. INC COM 58933Y105 1,043 12,750 SH   SOLE   12,750 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,036 7,500 SH   SOLE   7,500 0 0
MICRON TECHNOLOGY INC COM 595112103 2,027 26,960 SH   OTR 1 0 26,960 0
MICRON TECHNOLOGY INC COM 595112103 30,916 411,230 SH   SOLE   360,600 0 50,630
MICROSOFT CORP COM 594918104 1,498 6,735 SH   OTR 1 0 6,735 0
MICROSOFT CORP COM 594918104 68,686 308,813 SH   SOLE   284,673 0 24,140
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 354 1,905 SH   SOLE   1,905 0 0
NOVO-NORDISK A S ADR 670100205 1,417 20,280 SH   SOLE   20,280 0 0
NVIDIA CORPORATION COM 67066G104 1,552 2,972 SH   OTR 1 0 2,972 0
NVIDIA CORPORATION COM 67066G104 68,699 131,556 SH   SOLE   121,640 0 9,916
ONEOK INC NEW COM 682680103 551 14,365 SH   SOLE   14,365 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 486 8,550 SH   SOLE   8,550 0 0
PINTEREST INC CL A 72352L106 644 9,770 SH   OTR 1 0 9,770 0
PINTEREST INC CL A 72352L106 9,855 149,550 SH   SOLE   131,210 0 18,340
PROCTER AND GAMBLE CO COM 742718109 2,599 18,678 SH   SOLE   13,678 0 5,000
PROLOGIS INC. COM 74340W103 2,880 28,896 SH   SOLE   28,896 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 204 5,800 SH   SOLE   5,800 0 0
SEA LTD SPONSORD ADS 81141R100 10,904 54,780 SH   SOLE   54,370 0 410
STANLEY BLACK & DECKER INC COM 854502101 30,995 173,584 SH   SOLE   165,634 0 7,950
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 587 5,385 SH   SOLE   5,385 0 0
TJX COS INC NEW COM 872540109 23,728 347,460 SH   SOLE   304,640 0 42,820
TJX COS INC NEW COM 872540109 1,556 22,790 SH   OTR 1 0 22,790 0
T-MOBILE US INC COM 872590104 1,780 13,200 SH   OTR 1 0 13,200 0
T-MOBILE US INC COM 872590104 27,066 200,710 SH   SOLE   175,920 0 24,790
UNITEDHEALTH GROUP INC COM 91324P102 1,420 4,048 SH   OTR 1 0 4,048 0
UNITEDHEALTH GROUP INC COM 91324P102 21,553 61,462 SH   SOLE   53,862 0 7,600
UNIVERSAL DISPLAY CORP COM 91347P105 1,927 8,385 SH   OTR 1 0 8,385 0
UNIVERSAL DISPLAY CORP COM 91347P105 61,662 268,327 SH   SOLE   247,502 0 20,825
VARIAN MED SYS INC COM 92220P105 33,398 190,837 SH   SOLE   183,997 0 6,840
VERTEX PHARMACEUTICALS INC COM 92532F100 1,048 4,435 SH   OTR 1 0 4,435 0
VERTEX PHARMACEUTICALS INC COM 92532F100 45,202 191,259 SH   SOLE   178,319 0 12,940
VERTIV HOLDINGS CO COM CL A 92537N108 531 28,450 SH   OTR 1 0 28,450 0
VERTIV HOLDINGS CO COM CL A 92537N108 21,728 1,163,811 SH   SOLE   1,075,070 0 88,741
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 305 18,495 SH   SOLE   18,495 0 0
YANDEX N V SHS CLASS A N97284108 427 6,135 SH   SOLE   6,135 0 0