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
ALLEGION PUB LTD CO ORD SHS COM G0176J109 59,123 570,410 SH   SOLE 0 0 0 570,410
AQUAVENTURE HLDGS LTD SHS COM G0443N107 21,276 1,095,000 SH   SOLE 0 0 0 1,095,000
BIOHAVEN PHARMACTL HLDG CO L COM COM G11196105 9,679 232,000 SH   SOLE 0 0 0 232,000
CREDICORP LTD COM COM G2519Y108 11,811 56,665 SH   SOLE 0 0 0 56,665
GATES INDUSTRIAL CORPRATIN P ORD SHS COM G39108108 1,696 168,402 SH   SOLE 0 0 0 168,402
SINA CORP ORD COM G81477104 392 10,000 SH   SOLE 0 0 0 10,000
CHECK POINT SOFTWARE TECH LT ORD COM M22465104 37,825 345,438 SH   SOLE 0 0 0 345,438
MELLANOX TECHNOLOGIES LTD SHS COM M51363113 34,486 314,681 SH   SOLE 0 0 0 314,681
YANDEX N V SHS CLASS A COM N97284108 11,933 340,856 SH   SOLE 0 0 0 340,856
INTERCORP FINL SVCS INC SHS ADDED COM P5626F128 17,248 418,345 SH   SOLE 0 0 0 418,345
AZURE PWR GLOBAL LTD SHS COM V0393H103 9,235 769,596 SH   SOLE 0 0 0 769,596
ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 44,316 409,086 SH   SOLE 0 0 0 409,086
ABBOTT LABS COM COM 002824100 94,528 1,129,777 SH   SOLE 0 0 0 1,129,777
ABBVIE INC COM COM 00287Y109 48,461 640,005 SH   SOLE 0 0 0 640,005
ACTIVISION BLIZZARD INC COM COM 00507V109 28,193 532,739 SH   SOLE 0 0 0 532,739
ADOBE INC COM COM 00724F101 19,509 70,622 SH   SOLE 0 0 0 70,622
AERIE PHARMACEUTICALS INC COM COM 00771V108 5,920 308,000 SH   SOLE 0 0 0 308,000
AGIOS PHARMACEUTICALS INC COM COM 00847X104 5,054 156,000 SH   SOLE 0 0 0 156,000
ALARM COM HLDGS INC COM COM 011642105 15,158 325,000 SH   SOLE 0 0 0 325,000
ALBEMARLE CORP COM COM 012653101 29,661 426,659 SH   SOLE 0 0 0 426,659
ALEXION PHARMACEUTICALS INC COM COM 015351109 8,006 81,746 SH   SOLE 0 0 0 81,746
ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 262,843 1,571,746 SH   SOLE 0 0 0 1,571,746
ALPHABET INC CAP STK CL C COM 02079K107 45,639 37,440 SH   SOLE 0 0 0 37,440
ALPHABET INC CAP STK CL A COM 02079K305 45,889 37,579 SH   SOLE 0 0 0 37,579
AMAZON COM INC COM COM 023135106 86,384 49,763 SH   SOLE 0 0 0 49,763
AMERESCO INC CL A COM 02361E108 9,946 618,896 SH   SOLE 0 0 0 618,896
AMERICAN EXPRESS CO COM COM 025816109 17,222 145,600 SH   SOLE 0 0 0 145,600
AMGEN INC COM COM 031162100 37,953 196,128 SH   SOLE 0 0 0 196,128
ANSYS INC COM COM 03662Q105 18,771 84,800 SH   SOLE 0 0 0 84,800
APPLE INC COM COM 037833100 80,079 357,542 SH   SOLE 0 0 0 357,542
ARENA PHARMACEUTICALS INC COM NEW COM 040047607 3,204 70,000 SH   SOLE 0 0 0 70,000
ARQULE INC COM COM 04269E107 6,596 920,000 SH   SOLE 0 0 0 920,000
ASHLAND GLOBAL HLDGS INC COM COM 044186104 19,262 250,000 SH   SOLE 0 0 0 250,000
AUTOHOME INC SP ADR RP CL A ADR 05278C107 21,706 261,110 SH   SOLE 0 0 0 261,110
AUTOMATIC DATA PROCESSING IN COM COM 053015103 18,065 111,910 SH   SOLE 0 0 0 111,910
BAIDU INC SPON ADR REP A ADR 056752108 15,034 146,304 SH   SOLE 0 0 0 146,304
BLOOM ENERGY CORP COM CL A COM 093712107 4,282 1,317,631 SH   SOLE 0 0 0 1,317,631
BOINGO WIRELESS INC COM COM 09739C102 27,750 2,500,000 SH   SOLE 0 0 0 2,500,000
BOOKING HLDGS INC COM COM 09857L108 38,724 19,731 SH   SOLE 0 0 0 19,731
BRIGHT HORIZONS FAM SOL IN D COM COM 109194100 87,017 570,601 SH   SOLE 0 0 0 570,601
CAVCO INDS INC DEL COM COM 149568107 24,011 125,000 SH   SOLE 0 0 0 125,000
CHURCH & DWIGHT INC COM COM 171340102 9,442 125,497 SH   SOLE 0 0 0 125,497
CISCO SYS INC COM COM 17275R102 20,650 417,934 SH   SOLE 0 0 0 417,934
CLARUS CORP NEW COM COM 18270P109 938 80,000 SH   SOLE 0 0 0 80,000
COGNEX CORP COM COM 192422103 2,948 60,000 SH   SOLE 0 0 0 60,000
COLUMBIA SPORTSWEAR CO COM COM 198516106 38,465 397,000 SH   SOLE 0 0 0 397,000
COMCAST CORP NEW CL A COM 20030N101 33,328 739,317 SH   SOLE 0 0 0 739,317
COOPER COS INC COM NEW COM 216648402 91,639 308,550 SH   SOLE 0 0 0 308,550
COSTCO WHSL CORP NEW COM COM 22160K105 9,508 33,000 SH   SOLE 0 0 0 33,000
CRYOPORT INC COM PAR $0.001 COM 229050307 2,944 180,000 SH   SOLE 0 0 0 180,000
CTRIP COM INTL LTD SPONSORED ADS COM 22943F100 4,481 153,000 SH   SOLE 0 0 0 153,000
DAQO NEW ENERGY CORP SPNSRD ADR NEW ADR 23703Q203 9,532 206,823 SH   SOLE 0 0 0 206,823
DEXCOM INC COM COM 252131107 2,239 15,000 SH   SOLE 0 0 0 15,000
DIGIMARC CORP NEW COM COM 25381B101 3,909 100,000 SH   SOLE 0 0 0 100,000
DISNEY WALT CO COM DISNEY COM 254687106 53,450 410,147 SH   SOLE 0 0 0 410,147
EAST WEST BANCORP INC COM COM 27579R104 95,143 2,148,192 SH   SOLE 0 0 0 2,148,192
ECOLAB INC COM COM 278865100 7,922 40,000 SH   SOLE 0 0 0 40,000
EMBOTELLADORA ANDINA S A SPON ADR B ADR 29081P303 25,693 1,282,083 SH   SOLE 0 0 0 1,282,083
EVERBRIDGE INC COM COM 29978A104 9,874 160,000 SH   SOLE 0 0 0 160,000
EVERSPIN TECHNOLOGIES INC COM COM 30041T104 3,984 650,000 SH   SOLE 0 0 0 650,000
EVOLENT HEALTH INC CL A COM 30050B101 5,392 750,000 SH   SOLE 0 0 0 750,000
EVOQUA WATER TECHNOLOGIES CO COM COM 30057T105 10,613 623,544 SH   SOLE 0 0 0 623,544
EXACT SCIENCES CORP COM COM 30063P105 22,773 252,000 SH   SOLE 0 0 0 252,000
FACEBOOK INC CL A COM 30303M102 16,205 91,000 SH   SOLE 0 0 0 91,000
FAIR ISAAC CORP COM COM 303250104 53,025 174,700 SH   SOLE 0 0 0 174,700
FIBROGEN INC COM COM 31572Q808 7,248 196,000 SH   SOLE 0 0 0 196,000
FIDELITY NATL INFORMATION SV COM COM 31620M106 47,709 359,359 SH   SOLE 0 0 0 359,359
58 COM INC SPON ADR REP A ADR 31680Q104 7,739 156,954 SH   SOLE 0 0 0 156,954
51JOB INC SPONSORED ADS COM 316827104 370 5,000 SH   SOLE 0 0 0 5,000
FIRST HORIZON NATL CORP COM COM 320517105 17,820 1,100,000 SH   SOLE 0 0 0 1,100,000
FIRST REP BK SAN FRANCISCO C COM COM 33616C100 49,795 514,943 SH   SOLE 0 0 0 514,943
FIRST SOLAR INC COM COM 336433107 14,519 250,280 SH   SOLE 0 0 0 250,280
GLOBAL WTR RES INC COM COM 379463102 12,151 1,026,257 SH   SOLE 0 0 0 1,026,257
GLU MOBILE INC COM COM 379890106 6,986 1,400,000 SH   SOLE 0 0 0 1,400,000
GRAND CANYON ED INC COM COM 38526M106 105,573 1,075,080 SH   SOLE 0 0 0 1,075,080
GUARDANT HEALTH INC COM COM 40131M109 2,106 33,000 SH   SOLE 0 0 0 33,000
HANNON ARMSTRONG SUST INFR C COM COM 41068X100 20,395 699,648 SH   SOLE 0 0 0 699,648
HOME DEPOT INC COM COM 437076102 74,023 319,039 SH   SOLE 0 0 0 319,039
HUAZHU GROUP LTD SPONSORED ADS COM 44332N106 495 15,000 SH   SOLE 0 0 0 15,000
IAC INTERACTIVECORP COM COM 44919P508 79,310 363,856 SH   SOLE 0 0 0 363,856
IAA INC COM COM 449253103 17,944 430,000 SH   SOLE 0 0 0 430,000
IPG PHOTONICS CORP COM COM 44980X109 1,313 9,686 SH   SOLE 0 0 0 9,686
ILLUMINA INC COM COM 452327109 8,179 26,884 SH   SOLE 0 0 0 26,884
INSULET CORP COM COM 45784P101 3,299 20,000 SH   SOLE 0 0 0 20,000
INTERCONTINENTAL EXCHANGE IN COM COM 45866F104 12,161 131,800 SH   SOLE 0 0 0 131,800
INTUIT COM COM 461202103 26,189 98,476 SH   SOLE 0 0 0 98,476
INVITAE CORP COM COM 46185L103 6,070 315,000 SH   SOLE 0 0 0 315,000
ITAU UNIBANCO HLDG SA SPON ADR REP PFD ADR 465562106 855 101,705 SH   SOLE 0 0 0 101,705
JD COM INC SPON ADR CL A ADR 47215P106 16,785 595,000 SH   SOLE 0 0 0 595,000
JINKOSOLAR HLDG CO LTD SPONSORED ADR ADR 47759T100 2,733 171,354 SH   SOLE 0 0 0 171,354
JOHNSON & JOHNSON COM COM 478160104 40,477 312,851 SH   SOLE 0 0 0 312,851
KAR AUCTION SVCS INC COM COM 48238T109 9,820 400,000 SH   SOLE 0 0 0 400,000
KADANT INC COM COM 48282T104 44,185 503,300 SH   SOLE 0 0 0 503,300
KEYSIGHT TECHNOLOGIES INC COM COM 49338L103 13,810 142,000 SH   SOLE 0 0 0 142,000
KROGER CO COM COM 501044101 22,171 860,000 SH   SOLE 0 0 0 860,000
LCI INDS COM COM 50189K103 19,288 210,000 SH   SOLE 0 0 0 210,000
LAUDER ESTEE COS INC CL A COM 518439104 29,944 150,511 SH   SOLE 0 0 0 150,511
LILLY ELI & CO COM COM 532457108 99,136 886,486 SH   SOLE 0 0 0 886,486
LOOP INDS INC COM COM 543518104 5,212 406,584 SH   SOLE 0 0 0 406,584
MSA SAFETY INC COM COM 553498106 24,375 223,400 SH   SOLE 0 0 0 223,400
MASIMO CORP COM COM 574795100 33,701 226,500 SH   SOLE 0 0 0 226,500
MASTEC INC COM COM 576323109 40,127 618,000 SH   SOLE 0 0 0 618,000
MASTERCARD INC CL A COM 57636Q104 108,574 399,800 SH   SOLE 0 0 0 399,800
MAXIMUS INC COM COM 577933104 16,997 220,000 SH   SOLE 0 0 0 220,000
MERCK & CO INC COM COM 58933Y105 76,577 909,683 SH   SOLE 0 0 0 909,683
MICROSOFT CORP COM COM 594918104 138,337 995,016 SH   SOLE 0 0 0 995,016
MINERVA NEUROSCIENCES INC COM COM 603380106 1,976 255,000 SH   SOLE 0 0 0 255,000
MIRATI THERAPEUTICS INC COM COM 60468T105 4,402 56,500 SH   SOLE 0 0 0 56,500
MOMO INC ADR ADR 60879B107 31,137 1,005,070 SH   SOLE 0 0 0 1,005,070
MYOKARDIA INC COM COM 62857M105 2,764 53,000 SH   SOLE 0 0 0 53,000
NAPCO SEC TECHNOLOGIES INC COM COM 630402105 1,531 60,000 SH   SOLE 0 0 0 60,000
NASDAQ INC COM COM 631103108 58,915 593,000 SH   SOLE 0 0 0 593,000
NATIONAL BK HLDGS CORP CL A COM 633707104 13,676 400,000 SH   SOLE 0 0 0 400,000
NATIONAL VISION HLDGS INC COM COM 63845R107 2,915 121,100 SH   SOLE 0 0 0 121,100
NETEASE INC SPONSORED ADS COM 64110W102 40,060 150,500 SH   SOLE 0 0 0 150,500
NEUROCRINE BIOSCIENCES INC COM COM 64125C109 18,382 204,000 SH   SOLE 0 0 0 204,000
NEW ORIENTAL ED & TECH GRP I SPON ADR ADR 647581107 25,942 234,216 SH   SOLE 0 0 0 234,216
NEXTERA ENERGY INC COM COM 65339F101 5,825 25,000 SH   SOLE 0 0 0 25,000
NIKE INC CL B COM 654106103 21,751 231,591 SH   SOLE 0 0 0 231,591
NUANCE COMMUNICATIONS INC COM COM 67020Y100 41,486 2,543,571 SH   SOLE 0 0 0 2,543,571
NVIDIA CORP COM COM 67066G104 33,702 193,612 SH   SOLE 0 0 0 193,612
ORMAT TECHNOLOGIES INC COM COM 686688102 17,460 235,021 SH   SOLE 0 0 0 235,021
PTC THERAPEUTICS INC COM COM 69366J200 10,924 323,000 SH   SOLE 0 0 0 323,000
PARK CITY GROUP INC COM NEW COM 700215304 6,551 1,135,325 SH   SOLE 0 0 0 1,135,325
PAYPAL HLDGS INC COM COM 70450Y103 55,721 537,902 SH   SOLE 0 0 0 537,902
PLANET FITNESS INC CL A COM 72703H101 9,259 160,000 SH   SOLE 0 0 0 160,000
PLURALSIGHT INC COM CL A COM 72941B106 5,878 350,000 SH   SOLE 0 0 0 350,000
POOL CORPORATION COM COM 73278L105 104,108 516,154 SH   SOLE 0 0 0 516,154
PROGRESSIVE CORP OHIO COM COM 743315103 85,986 1,113,085 SH   SOLE 0 0 0 1,113,085
PROOFPOINT INC COM COM 743424103 15,486 120,000 SH   SOLE 0 0 0 120,000
PROSPERITY BANCSHARES INC COM COM 743606105 29,311 415,000 SH   SOLE 0 0 0 415,000
PROTO LABS INC COM COM 743713109 24,781 242,711 SH   SOLE 0 0 0 242,711
QUDIAN INC ADR ADR 747798106 207 30,000 SH   SOLE 0 0 0 30,000
REDFIN CORP COM COM 75737F108 14,623 868,352 SH   SOLE 0 0 0 868,352
REEDS INC COM COM 758338107 2,340 1,800,000 SH   SOLE 0 0 0 1,800,000
RENEWABLE ENERGY GROUP INC COM NEW COM 75972A301 3,001 200,000 SH   SOLE 0 0 0 200,000
ROCKWELL AUTOMATION INC COM COM 773903109 12,192 73,982 SH   SOLE 0 0 0 73,982
ROLLINS INC COM COM 775711104 13,628 400,000 SH   SOLE 0 0 0 400,000
SVB FINL GROUP COM COM 78486Q101 47,922 229,346 SH   SOLE 0 0 0 229,346
SALESFORCE COM INC COM COM 79466L302 18,956 127,700 SH   SOLE 0 0 0 127,700
SAREPTA THERAPEUTICS INC COM COM 803607100 1,619 21,500 SH   SOLE 0 0 0 21,500
SERVICE CORP INTL COM COM 817565104 131,727 2,755,225 SH   SOLE 0 0 0 2,755,225
SHOTSPOTTER INC COM COM 82536T107 2,303 100,000 SH   SOLE 0 0 0 100,000
SMITH A O CORP COM COM 831865209 13,921 291,774 SH   SOLE 0 0 0 291,774
SOLAREDGE TECHNOLOGIES INC COM COM 83417M104 10,773 128,677 SH   SOLE 0 0 0 128,677
SOUTHSIDE BANCSHARES INC COM COM 84470P109 20,466 600,000 SH   SOLE 0 0 0 600,000
STARBUCKS CORP COM COM 855244109 13,820 156,300 SH   SOLE 0 0 0 156,300
STRATEGIC ED INC COM COM 86272C103 16,306 120,000 SH   SOLE 0 0 0 120,000
SUNNOVA ENERGY INTL INC COM ADDED COM 86745K104 28,077 2,611,771 SH   SOLE 0 0 0 2,611,771
SUNRUN INC COM COM 86771W105 8,196 490,640 SH   SOLE 0 0 0 490,640
TD AMERITRADE HLDG CORP COM COM 87236Y108 13,076 280,000 SH   SOLE 0 0 0 280,000
TJX COS INC NEW COM COM 872540109 18,078 324,328 SH   SOLE 0 0 0 324,328
TPI COMPOSITES INC COM COM 87266J104 42,248 2,253,234 SH   SOLE 0 0 0 2,253,234
TABULA RASA HEALTHCARE INC COM COM 873379101 9,065 165,000 SH   SOLE 0 0 0 165,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS COM 874039100 49,734 1,070,000 SH   SOLE 0 0 0 1,070,000
TAL EDUCATION GROUP SPONSORED ADS COM 874080104 291 8,500 SH   SOLE 0 0 0 8,500
TELADOC HEALTH INC COM COM 87918A105 19,161 282,939 SH   SOLE 0 0 0 282,939
THERMO FISHER SCIENTIFIC INC COM COM 883556102 102,248 351,043 SH   SOLE 0 0 0 351,043
TIVITY HEALTH INC COM COM 88870R102 13,304 800,000 SH   SOLE 0 0 0 800,000
TREX CO INC COM COM 89531P105 46,556 512,000 SH   SOLE 0 0 0 512,000
TRUPANION INC COM COM 898202106 9,532 375,000 SH   SOLE 0 0 0 375,000
TYLER TECHNOLOGIES INC COM COM 902252105 17,062 65,000 SH   SOLE 0 0 0 65,000
UMPQUA HLDGS CORP COM COM 904214103 14,962 909,000 SH   SOLE 0 0 0 909,000
UNITEDHEALTH GROUP INC COM COM 91324P102 133,853 615,925 SH   SOLE 0 0 0 615,925
UNIVERSAL DISPLAY CORP COM COM 91347P105 1,644 9,791 SH   SOLE 0 0 0 9,791
VAIL RESORTS INC COM COM 91879Q109 30,721 135,000 SH   SOLE 0 0 0 135,000
VEEVA SYS INC CL A COM COM 922475108 12,242 80,174 SH   SOLE 0 0 0 80,174
VERTEX PHARMACEUTICALS INC COM COM 92532F100 19,653 116,000 SH   SOLE 0 0 0 116,000
VISTEON CORP COM NEW COM 92839U206 8,254 100,000 SH   SOLE 0 0 0 100,000
WATSCO INC COM COM 942622200 20,302 120,000 SH   SOLE 0 0 0 120,000
WEIBO CORP SPONSORED ADR ADR 948596101 3,340 74,648 SH   SOLE 0 0 0 74,648
WELBILT INC COM COM 949090104 44,000 2,609,742 SH   SOLE 0 0 0 2,609,742
WESTERN ALLIANCE BANCORP COM COM 957638109 23,040 500,000 SH   SOLE 0 0 0 500,000
WESTROCK CO COM COM 96145D105 10,742 294,709 SH   SOLE 0 0 0 294,709
WILLDAN GROUP INC COM COM 96924N100 11,085 316,002 SH   SOLE 0 0 0 316,002
XYLEM INC COM COM 98419M100 39,388 494,700 SH   SOLE 0 0 0 494,700
YY INC SPONSORED ADS A COM 98426T106 714 12,700 SH   SOLE 0 0 0 12,700
YUM CHINA HLDGS INC COM COM 98850P109 5,906 130,000 SH   SOLE 0 0 0 130,000
ZIONS BANCORPORATION N A COM COM 989701107 10,685 240,000 SH   SOLE 0 0 0 240,000
ZTO EXPRESS CAYMAN INC SPONSORED ADS A COM 98980A105 1,920 90,000 SH   SOLE 0 0 0 90,000