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 |
AFFILIATED MANAGERS GROUP COM | COM | 008252108 | 21,372 | 147,700 | SH | | SOLE | 0 | 0 | 0 | 147,700 |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 4,828 | 39,400 | SH | | SOLE | 0 | 0 | 0 | 39,400 |
ALLIANCE DATA SYSTEMS CORP COM | COM | 018581108 | 42,691 | 199,000 | SH | | SOLE | 0 | 0 | 0 | 199,000 |
AMAZON COM INC COM | COM | 023135106 | 36,004 | 43,000 | SH | | SOLE | 0 | 0 | 0 | 43,000 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 8,325 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
AMGEN INC COM | COM | 031162100 | 19,651 | 117,803 | SH | | SOLE | 0 | 0 | 0 | 117,803 |
ANTHEM INC COM | COM | 036752103 | 564 | 4,500 | SH | | SOLE | 0 | 0 | 0 | 4,500 |
APPLE INC COM | COM | 037833100 | 82,052 | 725,800 | SH | | SOLE | 0 | 0 | 0 | 725,800 |
ASHLAND GLOBAL HLDGS INC COM ADD | COM | 044186104 | 9,276 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 21,878 | 248,050 | SH | | SOLE | 0 | 0 | 0 | 248,050 |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 38,856 | 213,415 | SH | | SOLE | 0 | 0 | 0 | 213,415 |
BALL CORP COM | COM | 058498106 | 34,419 | 420,000 | SH | | SOLE | 0 | 0 | 0 | 420,000 |
BECTON DICKINSON & CO COM | COM | 075887109 | 7,611 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 54,796 | 819,200 | SH | | SOLE | 0 | 0 | 0 | 819,200 |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 7,579 | 140,560 | SH | | SOLE | 0 | 0 | 0 | 140,560 |
BROWN FORMAN CORP CL B | ADR | 115637209 | 9,683 | 204,100 | SH | | SOLE | 0 | 0 | 0 | 204,100 |
CBS CORP NEW CL B | COM | 124857202 | 14,780 | 270,000 | SH | | SOLE | 0 | 0 | 0 | 270,000 |
CVS HEALTH CORP COM | COM | 126650100 | 16,063 | 180,500 | SH | | SOLE | 0 | 0 | 0 | 180,500 |
CANADIAN SOLAR INC COM | COM | 136635109 | 393 | 28,600 | SH | | SOLE | 0 | 0 | 0 | 28,600 |
CELGENE CORP COM | COM | 151020104 | 40,343 | 385,949 | SH | | SOLE | 0 | 0 | 0 | 385,949 |
CHURCH & DWIGHT INC COM | COM | 171340102 | 21,866 | 456,300 | SH | | SOLE | 0 | 0 | 0 | 456,300 |
COGNEX CORP COM | ADR | 192422103 | 22,043 | 417,000 | SH | | SOLE | 0 | 0 | 0 | 417,000 |
COLGATE PALMOLIVE CO COM | COM | 194162103 | 40,332 | 544,000 | SH | | SOLE | 0 | 0 | 0 | 544,000 |
COOPER COS INC COM NEW | COM | 216648402 | 63,422 | 353,800 | SH | | SOLE | 0 | 0 | 0 | 353,800 |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 39,373 | 424,000 | SH | | SOLE | 0 | 0 | 0 | 424,000 |
EATON VANCE CORP COM NON VTG | COM | 278265103 | 10,575 | 270,800 | SH | | SOLE | 0 | 0 | 0 | 270,800 |
EBAY INC COM | COM | 278642103 | 8,225 | 250,000 | SH | | SOLE | 0 | 0 | 0 | 250,000 |
ECOLAB INC COM | COM | 278865100 | 32,909 | 270,365 | SH | | SOLE | 0 | 0 | 0 | 270,365 |
ELECTRONIC ARTS INC COM | COM | 285512109 | 6,405 | 75,000 | SH | | SOLE | 0 | 0 | 0 | 75,000 |
FAIR ISAAC CORP COM | COM | 303250104 | 18,988 | 152,400 | SH | | SOLE | 0 | 0 | 0 | 152,400 |
51JOB INC SP ADR REP COM | ADR | 316827104 | 13,218 | 396,000 | SH | | SOLE | 0 | 0 | 0 | 396,000 |
FIRST SOLAR INC COM | COM | 336433107 | 1,106 | 28,000 | SH | | SOLE | 0 | 0 | 0 | 28,000 |
FOMENTO ECONOMICO MEXICANO S SPO | COM | 344419106 | 8,221 | 89,320 | SH | | SOLE | 0 | 0 | 0 | 89,320 |
GILEAD SCIENCES INC COM | COM | 375558103 | 15,655 | 197,870 | SH | | SOLE | 0 | 0 | 0 | 197,870 |
GLAUKOS CORP COM | ADR | 377322102 | 4,718 | 125,000 | SH | | SOLE | 0 | 0 | 0 | 125,000 |
GRAINGER W W INC COM | COM | 384802104 | 20,281 | 90,200 | SH | | SOLE | 0 | 0 | 0 | 90,200 |
GRUPO FINANCIERO GALICIA S A SP | COM | 399909100 | 3,873 | 124,500 | SH | | SOLE | 0 | 0 | 0 | 124,500 |
HOME DEPOT INC COM | COM | 437076102 | 45,090 | 350,404 | SH | | SOLE | 0 | 0 | 0 | 350,404 |
HURON CONSULTING GROUP INC COM | COM | 447462102 | 27,490 | 460,000 | SH | | SOLE | 0 | 0 | 0 | 460,000 |
INFOSYS LTD SPONSORED ADR | ADR | 456788108 | 15,559 | 986,000 | SH | | SOLE | 0 | 0 | 0 | 986,000 |
INTUIT COM | COM | 461202103 | 26,749 | 243,150 | SH | | SOLE | 0 | 0 | 0 | 243,150 |
ITAU UNIBANCO HLDG SA SPON ADR R | ADR | 465562106 | 4,726 | 431,948 | SH | | SOLE | 0 | 0 | 0 | 431,948 |
JOHNSON & JOHNSON COM | COM | 478160104 | 110,303 | 933,746 | SH | | SOLE | 0 | 0 | 0 | 933,746 |
LAS VEGAS SANDS CORP COM | COM | 517834107 | 3,567 | 62,000 | SH | | SOLE | 0 | 0 | 0 | 62,000 |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 7,528 | 85,000 | SH | | SOLE | 0 | 0 | 0 | 85,000 |
LILLY ELI & CO COM | COM | 532457108 | 19,418 | 241,940 | SH | | SOLE | 0 | 0 | 0 | 241,940 |
MEAD JOHNSON NUTRITION CO COM | COM | 582839106 | 5,531 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
MICROSOFT CORP COM | COM | 594918104 | 20,851 | 362,000 | SH | | SOLE | 0 | 0 | 0 | 362,000 |
MIDDLEBY CORP COM | COM | 596278101 | 63,170 | 511,000 | SH | | SOLE | 0 | 0 | 0 | 511,000 |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 988 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
NASDAQ INC COM | COM | 631103108 | 46,278 | 685,200 | SH | | SOLE | 0 | 0 | 0 | 685,200 |
NEW ORIENTAL ED & TECH GRP I SPO | COM | 647581107 | 31,432 | 678,000 | SH | | SOLE | 0 | 0 | 0 | 678,000 |
NIKE INC CL B | COM | 654106103 | 49,881 | 947,400 | SH | | SOLE | 0 | 0 | 0 | 947,400 |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 1,099 | 22,700 | SH | | SOLE | 0 | 0 | 0 | 22,700 |
POSCO SPONSORED ADR | ADR | 693483109 | 9,589 | 215,000 | SH | | SOLE | 0 | 0 | 0 | 215,000 |
PATTERSON COMPANIES INC COM | COM | 703395103 | 5,053 | 110,000 | SH | | SOLE | 0 | 0 | 0 | 110,000 |
PFIZER INC COM | COM | 717081103 | 8,895 | 262,630 | SH | | SOLE | 0 | 0 | 0 | 262,630 |
PRICELINE GRP INC COM NEW | COM | 741503403 | 28,782 | 19,560 | SH | | SOLE | 0 | 0 | 0 | 19,560 |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 25,786 | 818,617 | SH | | SOLE | 0 | 0 | 0 | 818,617 |
PROOFPOINT INC COM | COM | 743424103 | 3,308 | 44,200 | SH | | SOLE | 0 | 0 | 0 | 44,200 |
PROSPERITY BANCSHARES INC COM | ADR | 743606105 | 11,527 | 210,000 | SH | | SOLE | 0 | 0 | 0 | 210,000 |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 28,517 | 233,100 | SH | | SOLE | 0 | 0 | 0 | 233,100 |
ROLLINS INC COM | COM | 775711104 | 26,352 | 900,000 | SH | | SOLE | 0 | 0 | 0 | 900,000 |
SCOTTS MIRACLE GRO CO CL A | COM | 810186106 | 33,308 | 400,000 | SH | | SOLE | 0 | 0 | 0 | 400,000 |
SERVICE CORP INTL COM | COM | 817565104 | 46,073 | 1,736,000 | SH | | SOLE | 0 | 0 | 0 | 1,736,000 |
SMITH A O COM | COM | 831865209 | 28,911 | 292,650 | SH | | SOLE | 0 | 0 | 0 | 292,650 |
STARBUCKS CORP COM | COM | 855244109 | 11,369 | 210,000 | SH | | SOLE | 0 | 0 | 0 | 210,000 |
SUNPOWER CORP COM | COM | 867652406 | 266 | 29,870 | SH | | SOLE | 0 | 0 | 0 | 29,870 |
TJX COS INC NEW COM | COM | 872540109 | 35,820 | 479,000 | SH | | SOLE | 0 | 0 | 0 | 479,000 |
TAIWAN SEMICONDUCTOR MFG LTD SPO | COM | 874039100 | 14,194 | 464,000 | SH | | SOLE | 0 | 0 | 0 | 464,000 |
TAL ED GROUP ADS REPSTG COM | COM | 874080104 | 3,542 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
TESARO INC COM | COM | 881569107 | 1,504 | 15,000 | SH | | SOLE | 0 | 0 | 0 | 15,000 |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 17,650 | 110,965 | SH | | SOLE | 0 | 0 | 0 | 110,965 |
TIME WARNER INC COM NEW | COM | 887317303 | 26,590 | 334,000 | SH | | SOLE | 0 | 0 | 0 | 334,000 |
UNIVERSAL HLTH SVCS INC CL B | COM | 913903100 | 8,274 | 67,149 | SH | | SOLE | 0 | 0 | 0 | 67,149 |
WALGREENS BOOTS ALLIANCE INC COM | COM | 931427108 | 9,674 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
WELLS FARGO & CO NEW COM | COM | 949746101 | 22,140 | 500,000 | SH | | SOLE | 0 | 0 | 0 | 500,000 |
WOLVERINE WORLD WIDE INC COM | COM | 978097103 | 9,788 | 425,000 | SH | | SOLE | 0 | 0 | 0 | 425,000 |
ABBVIE INC COM | COM | 00287Y109 | 42,247 | 669,841 | SH | | SOLE | 0 | 0 | 0 | 669,841 |
ACTIVISION BLIZZARD INC COM | ADR | 00507V109 | 48,821 | 1,102,051 | SH | | SOLE | 0 | 0 | 0 | 1,102,051 |
ACUITY BRANDS INC COM | COM | 00508Y102 | 2,090 | 7,900 | SH | | SOLE | 0 | 0 | 0 | 7,900 |
ADOBE SYS INC COM | COM | 00724F101 | 15,196 | 140,000 | SH | | SOLE | 0 | 0 | 0 | 140,000 |
AETNA INC NEW COM | COM | 00817Y108 | 26,984 | 233,732 | SH | | SOLE | 0 | 0 | 0 | 233,732 |
ALIBABA GROUP HLDG LTD SPONSORED | COM | 01609W102 | 59,798 | 565,250 | SH | | SOLE | 0 | 0 | 0 | 565,250 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 33,975 | 43,709 | SH | | SOLE | 0 | 0 | 0 | 43,709 |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 39,399 | 49,000 | SH | | SOLE | 0 | 0 | 0 | 49,000 |
AMPLIFY SNACK BRANDS COM | COM | 03211L102 | 4,860 | 300,000 | SH | | SOLE | 0 | 0 | 0 | 300,000 |
ANSYS INC COM | COM | 03662Q105 | 26,838 | 289,800 | SH | | SOLE | 0 | 0 | 0 | 289,800 |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 878 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
AVANGRID INC COM | COM | 05351W103 | 506 | 12,100 | SH | | SOLE | 0 | 0 | 0 | 12,100 |
BIOMARIN PHARMACEUTICAL INC COM | COM | 09061G101 | 1,527 | 16,500 | SH | | SOLE | 0 | 0 | 0 | 16,500 |
BIOGEN INC COM | COM | 09062X103 | 2,661 | 8,500 | SH | | SOLE | 0 | 0 | 0 | 8,500 |
CARDINAL HEALTH INC COM | COM | 14149Y108 | 3,098 | 39,875 | SH | | SOLE | 0 | 0 | 0 | 39,875 |
CEMPRA INC COM | COM | 15130J109 | 5,566 | 230,000 | SH | | SOLE | 0 | 0 | 0 | 230,000 |
CENTENE CORP DEL COM | COM | 15135B101 | 21,092 | 315,000 | SH | | SOLE | 0 | 0 | 0 | 315,000 |
CINEMARK HOLDINGS INC COM | COM | 17243V102 | 10,527 | 275,000 | SH | | SOLE | 0 | 0 | 0 | 275,000 |
CISCO SYS INC COM | COM | 17275R102 | 18,398 | 580,000 | SH | | SOLE | 0 | 0 | 0 | 580,000 |
COHERUS BIOSCIENCES INC COM | COM | 19249H103 | 1,205 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
COMCAST CORP NEW CL A | COM | 20030N101 | 25,674 | 387,000 | SH | | SOLE | 0 | 0 | 0 | 387,000 |
COVANTA HLDG CORP COM | COM | 22282E102 | 693 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
DELL TECHNOLOGIES INC COM CL V A | COM | 24703L103 | 1,811 | 37,896 | SH | | SOLE | 0 | 0 | 0 | 37,896 |
DREW INDS INC COM NEW | COM | 26168L205 | 22,545 | 230,000 | SH | | SOLE | 0 | 0 | 0 | 230,000 |
EAST WEST BANCORP INC COM | COM | 27579R104 | 59,834 | 1,629,900 | SH | | SOLE | 0 | 0 | 0 | 1,629,900 |
EDWARDS LIFESCIENCES CORP COM | COM | 28176E108 | 3,436 | 28,500 | SH | | SOLE | 0 | 0 | 0 | 28,500 |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 32,178 | 1,423,820 | SH | | SOLE | 0 | 0 | 0 | 1,423,820 |
ENVISION HEALTHCARE HLDGS IN COM | COM | 29413U103 | 13,362 | 600,000 | SH | | SOLE | 0 | 0 | 0 | 600,000 |
EXELIXIS INC COM | COM | 30161Q104 | 4,668 | 365,000 | SH | | SOLE | 0 | 0 | 0 | 365,000 |
EXPEDIA INC DEL COM NEW | COM | 30212P303 | 7,003 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
EXPONENT INC COM | COM | 30214U102 | 10,212 | 200,000 | SH | | SOLE | 0 | 0 | 0 | 200,000 |
FACEBOOK INC CL A | ADR | 30303M102 | 61,570 | 480,000 | SH | | SOLE | 0 | 0 | 0 | 480,000 |
FIBROGEN INC COM | COM | 31572Q808 | 4,119 | 199,000 | SH | | SOLE | 0 | 0 | 0 | 199,000 |
FIREEYE INC COM | COM | 31816Q101 | 2,210 | 150,000 | SH | | SOLE | 0 | 0 | 0 | 150,000 |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 53,206 | 690,000 | SH | | SOLE | 0 | 0 | 0 | 690,000 |
GENTHERM INC COM | COM | 37253A103 | 6,488 | 206,500 | SH | | SOLE | 0 | 0 | 0 | 206,500 |
GRAND CANYON ED INC COM | COM | 38526M106 | 50,488 | 1,250,000 | SH | | SOLE | 0 | 0 | 0 | 1,250,000 |
GRUPO AEROPORTUARIO DEL SURE SPO | ADR | 40051E202 | 48,950 | 334,309 | SH | | SOLE | 0 | 0 | 0 | 334,309 |
HDFC BANK LTD ADR REPS 3 SHS | ADR | 40415F101 | 3,235 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 257 | 11,000 | SH | | SOLE | 0 | 0 | 0 | 11,000 |
IAC INTERACTIVECORP COM | COM | 44919P508 | 42,917 | 687,000 | SH | | SOLE | 0 | 0 | 0 | 687,000 |
IPG PHOTONICS CORP COM | COM | 44980X109 | 21,526 | 261,400 | SH | | SOLE | 0 | 0 | 0 | 261,400 |
ICICI BK LTD ADR | ADR | 45104G104 | 12,139 | 1,625,000 | SH | | SOLE | 0 | 0 | 0 | 1,625,000 |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 13,468 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
JINKOSOLAR HLDG CO LTD SPONSORED | COM | 47759T100 | 989 | 62,600 | SH | | SOLE | 0 | 0 | 0 | 62,600 |
KADANT INC COM | COM | 48282T104 | 14,591 | 280,000 | SH | | SOLE | 0 | 0 | 0 | 280,000 |
MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 68,206 | 670,200 | SH | | SOLE | 0 | 0 | 0 | 670,200 |
MEDNAX INC COM | COM | 58502B106 | 39,684 | 599,000 | SH | | SOLE | 0 | 0 | 0 | 599,000 |
MERCK & CO INC COM | COM | 58933Y105 | 687 | 11,000 | SH | | SOLE | 0 | 0 | 0 | 11,000 |
MONSANTO CO NEW COM | COM | 61166W101 | 3,577 | 35,000 | SH | | SOLE | 0 | 0 | 0 | 35,000 |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 139,561 | 579,619 | SH | | SOLE | 0 | 0 | 0 | 579,619 |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 5,064 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
NEXTERA ENERGY INC COM | COM | 65339F101 | 2,065 | 16,880 | SH | | SOLE | 0 | 0 | 0 | 16,880 |
NVIDIA CORP COM | COM | 67066G104 | 5,482 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
PRA GROUP INC COM | COM | 69354N106 | 30,955 | 896,200 | SH | | SOLE | 0 | 0 | 0 | 896,200 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 23,386 | 570,800 | SH | | SOLE | 0 | 0 | 0 | 570,800 |
POOL CORPORATION COM | COM | 73278L105 | 32,137 | 340,000 | SH | | SOLE | 0 | 0 | 0 | 340,000 |
PRAXAIR INC COM | COM | 74005P104 | 483 | 4,000 | SH | | SOLE | 0 | 0 | 0 | 4,000 |
QUANTA SVCS INC COM | COM | 74762E102 | 588 | 21,000 | SH | | SOLE | 0 | 0 | 0 | 21,000 |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 101,852 | 1,343,700 | SH | | SOLE | 0 | 0 | 0 | 1,343,700 |
SOLARCITY CORP COM | COM | 83416T100 | 583 | 29,800 | SH | | SOLE | 0 | 0 | 0 | 29,800 |
SOLAREDGE TECHNOLOGIES INC COM | ADR | 83417M104 | 276 | 16,000 | SH | | SOLE | 0 | 0 | 0 | 16,000 |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 13,194 | 410,000 | SH | | SOLE | 0 | 0 | 0 | 410,000 |
SUNRUN INC COM | COM | 86771W105 | 876 | 139,000 | SH | | SOLE | 0 | 0 | 0 | 139,000 |
SYNCHRONY FINL COM | COM | 87165B103 | 8,400 | 300,000 | SH | | SOLE | 0 | 0 | 0 | 300,000 |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 6,343 | 180,000 | SH | | SOLE | 0 | 0 | 0 | 180,000 |
TESLA MTRS INC COM | COM | 88160R101 | 1,020 | 5,000 | SH | | SOLE | 0 | 0 | 0 | 5,000 |
ULTRAGENYX PHARMACEUTICAL IN COM | COM | 90400D108 | 568 | 8,000 | SH | | SOLE | 0 | 0 | 0 | 8,000 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 14,910 | 106,500 | SH | | SOLE | 0 | 0 | 0 | 106,500 |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 960 | 17,300 | SH | | SOLE | 0 | 0 | 0 | 17,300 |
VAIL RESORTS INC COM | COM | 91879Q109 | 22,481 | 143,300 | SH | | SOLE | 0 | 0 | 0 | 143,300 |
VITAE PHARMACEUTICALS INC COM | COM | 92847N103 | 3,201 | 153,000 | SH | | SOLE | 0 | 0 | 0 | 153,000 |
WESTROCK CO COM | COM | 96145D105 | 8,242 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
XYLEM INC COM | COM | 98419M100 | 15,735 | 300,000 | SH | | SOLE | 0 | 0 | 0 | 300,000 |
YY INC ADS REPCOM CLA | ADR | 98426T106 | 533 | 10,000 | SH | | SOLE | 0 | 0 | 0 | 10,000 |
ZELTIQ AESTHETICS INC COM | COM | 98933Q108 | 14,476 | 369,100 | SH | | SOLE | 0 | 0 | 0 | 369,100 |
ALLEGION PUB LTD CO ORD SHS | COM | G0176J109 | 36,660 | 532,000 | SH | | SOLE | 0 | 0 | 0 | 532,000 |
ALLERGAN PLC SHS | COM | G0177J108 | 31,033 | 134,744 | SH | | SOLE | 0 | 0 | 0 | 134,744 |
AMBARELLA INC SHS | COM | G037AX101 | 12,293 | 167,000 | SH | | SOLE | 0 | 0 | 0 | 167,000 |
DELPHI AUTOMOTIVE PLC SHS | COM | G27823106 | 30,311 | 425,000 | SH | | SOLE | 0 | 0 | 0 | 425,000 |
HOLLYSYS AUTOMATION TECHNOLO SHS | COM | G45667105 | 33,643 | 1,517,512 | SH | | SOLE | 0 | 0 | 0 | 1,517,512 |
LUXOFT HLDG INC ORD SHS CL A | COM | G57279104 | 19,977 | 378,000 | SH | | SOLE | 0 | 0 | 0 | 378,000 |
NIELSEN HLDGS PLC SHS EUR | COM | G6518L108 | 44,677 | 834,000 | SH | | SOLE | 0 | 0 | 0 | 834,000 |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 33,830 | 435,900 | SH | | SOLE | 0 | 0 | 0 | 435,900 |
YANDEX N V SHS CLASS A | COM | N97284108 | 3,978 | 189,000 | SH | | SOLE | 0 | 0 | 0 | 189,000 |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 17,988 | 240,000 | SH | | SOLE | 0 | 0 | 0 | 240,000 |