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 | 47,994 | 634,000 | SH | | SOLE | 0 | 0 | 0 | 634,000 |
AMBARELLA INC SHS | COM | G037AX101 | 4,377 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
CARDTRONICS PLC SHS CL A | COM | G1991C105 | 12,482 | 267,000 | SH | | SOLE | 0 | 0 | 0 | 267,000 |
CREDICORP LTD COM | COM | G2519Y108 | 12,003 | 73,500 | SH | | SOLE | 0 | 0 | 0 | 73,500 |
DELPHI AUTOMOTIVE PLC SHS | COM | G27823106 | 6,439 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
HOLLYSYS AUTOMATION TECHNOLO SHS | COM | G45667105 | 23,353 | 1,379,400 | SH | | SOLE | 0 | 0 | 0 | 1,379,400 |
LUXOFT HLDG INC ORD SHS CL A | COM | G57279104 | 21,830 | 349,000 | SH | | SOLE | 0 | 0 | 0 | 349,000 |
NIELSEN HLDGS PLC SHS EUR | COM | G6518L108 | 23,299 | 564,000 | SH | | SOLE | 0 | 0 | 0 | 564,000 |
PROTHENA CORP PLC SHS | COM | G72800108 | 1,395 | 25,000 | SH | | SOLE | 0 | 0 | 0 | 25,000 |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 57,787 | 562,900 | SH | | SOLE | 0 | 0 | 0 | 562,900 |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 16,508 | 324,000 | SH | | SOLE | 0 | 0 | 0 | 324,000 |
YANDEX N V SHS CLASS A | COM | N97284108 | 2,785 | 127,000 | SH | | SOLE | 0 | 0 | 0 | 127,000 |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 1,485 | 79,583 | SH | | SOLE | 0 | 0 | 0 | 79,583 |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 36,104 | 368,000 | SH | | SOLE | 0 | 0 | 0 | 368,000 |
ABBVIE INC COM | COM | 00287Y109 | 44,168 | 677,841 | SH | | SOLE | 0 | 0 | 0 | 677,841 |
ACADIA PHARMACEUTICALS INC COM | COM | 004225108 | 5,398 | 157,000 | SH | | SOLE | 0 | 0 | 0 | 157,000 |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 44,976 | 902,051 | SH | | SOLE | 0 | 0 | 0 | 902,051 |
ACUITY BRANDS INC COM | COM | 00508Y102 | 9,734 | 47,717 | SH | | SOLE | 0 | 0 | 0 | 47,717 |
ADOBE SYS INC COM | COM | 00724F101 | 15,616 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 3,311 | 73,000 | SH | | SOLE | 0 | 0 | 0 | 73,000 |
AETNA INC NEW COM | COM | 00817Y108 | 28,409 | 222,732 | SH | | SOLE | 0 | 0 | 0 | 222,732 |
AFFILIATED MANAGERS GROUP COM | COM | 008252108 | 25,853 | 157,700 | SH | | SOLE | 0 | 0 | 0 | 157,700 |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 1,168 | 20,000 | SH | | SOLE | 0 | 0 | 0 | 20,000 |
ALBEMARLE CORP COM | COM | 012653101 | 3,740 | 35,404 | SH | | SOLE | 0 | 0 | 0 | 35,404 |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 4,898 | 40,400 | SH | | SOLE | 0 | 0 | 0 | 40,400 |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 113,410 | 1,051,750 | SH | | SOLE | 0 | 0 | 0 | 1,051,750 |
ALLIANCE DATA SYSTEMS CORP COM | COM | 018581108 | 24,153 | 97,000 | SH | | SOLE | 0 | 0 | 0 | 97,000 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 36,259 | 43,709 | SH | | SOLE | 0 | 0 | 0 | 43,709 |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 34,760 | 41,000 | SH | | SOLE | 0 | 0 | 0 | 41,000 |
AMAZON COM INC COM | COM | 023135106 | 37,412 | 42,200 | SH | | SOLE | 0 | 0 | 0 | 42,200 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 9,098 | 115,000 | SH | | SOLE | 0 | 0 | 0 | 115,000 |
AMGEN INC COM | COM | 031162100 | 3,797 | 23,140 | SH | | SOLE | 0 | 0 | 0 | 23,140 |
AMPLIFY SNACK BRANDS COM | COM | 03211L102 | 4,830 | 575,000 | SH | | SOLE | 0 | 0 | 0 | 575,000 |
ANSYS INC COM | COM | 03662Q105 | 29,368 | 274,800 | SH | | SOLE | 0 | 0 | 0 | 274,800 |
ANTHEM INC COM | COM | 036752103 | 7,938 | 48,000 | SH | | SOLE | 0 | 0 | 0 | 48,000 |
APPLE INC COM | COM | 037833100 | 90,621 | 630,800 | SH | | SOLE | 0 | 0 | 0 | 630,800 |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 1,520 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 6,190 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 16,367 | 159,850 | SH | | SOLE | 0 | 0 | 0 | 159,850 |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 22,654 | 131,315 | SH | | SOLE | 0 | 0 | 0 | 131,315 |
BALL CORP COM | COM | 058498106 | 26,362 | 355,000 | SH | | SOLE | 0 | 0 | 0 | 355,000 |
BAXTER INTL INC COM | COM | 071813109 | 4,823 | 93,000 | SH | | SOLE | 0 | 0 | 0 | 93,000 |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 67,720 | 934,200 | SH | | SOLE | 0 | 0 | 0 | 934,200 |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 4,653 | 85,560 | SH | | SOLE | 0 | 0 | 0 | 85,560 |
CBS CORP NEW CL B | COM | 124857202 | 11,791 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
CAPELLA EDUCATION COMPANY COM | COM | 139594105 | 11,989 | 141,000 | SH | | SOLE | 0 | 0 | 0 | 141,000 |
CARDINAL HEALTH INC COM | COM | 14149Y108 | 2,436 | 29,875 | SH | | SOLE | 0 | 0 | 0 | 29,875 |
CASCADIAN THERAPEUTICS INC COM NEW | COM | 14740B606 | 348 | 84,000 | SH | | SOLE | 0 | 0 | 0 | 84,000 |
CELGENE CORP COM | COM | 151020104 | 55,303 | 444,449 | SH | | SOLE | 0 | 0 | 0 | 444,449 |
CENTENE CORP DEL COM | COM | 15135B101 | 12,079 | 169,500 | SH | | SOLE | 0 | 0 | 0 | 169,500 |
CHINA LODGING GROUP LTD SPONSORED ADR | ADR | 16949N109 | 372 | 6,000 | SH | | SOLE | 0 | 0 | 0 | 6,000 |
CHURCH & DWIGHT INC COM | COM | 171340102 | 16,347 | 327,800 | SH | | SOLE | 0 | 0 | 0 | 327,800 |
CINEMARK HOLDINGS INC COM | COM | 17243V102 | 13,923 | 314,000 | SH | | SOLE | 0 | 0 | 0 | 314,000 |
CISCO SYS INC COM | COM | 17275R102 | 15,886 | 470,000 | SH | | SOLE | 0 | 0 | 0 | 470,000 |
COGNEX CORP COM | COM | 192422103 | 34,671 | 413,000 | SH | | SOLE | 0 | 0 | 0 | 413,000 |
COHERUS BIOSCIENCES INC COM | COM | 19249H103 | 952 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
COLGATE PALMOLIVE CO COM | COM | 194162103 | 6,221 | 85,000 | SH | | SOLE | 0 | 0 | 0 | 85,000 |
COMCAST CORP NEW CL A | COM | 20030N101 | 21,441 | 570,400 | SH | | SOLE | 0 | 0 | 0 | 570,400 |
COOPER COS INC COM NEW | COM | 216648402 | 71,201 | 356,200 | SH | | SOLE | 0 | 0 | 0 | 356,200 |
COVANTA HLDG CORP COM | COM | 22282E102 | 1,310 | 83,424 | SH | | SOLE | 0 | 0 | 0 | 83,424 |
DEXCOM INC COM | COM | 252131107 | 847 | 10,000 | SH | | SOLE | 0 | 0 | 0 | 10,000 |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 46,943 | 414,000 | SH | | SOLE | 0 | 0 | 0 | 414,000 |
EAST WEST BANCORP INC COM | COM | 27579R104 | 102,704 | 1,990,000 | SH | | SOLE | 0 | 0 | 0 | 1,990,000 |
EATON VANCE CORP COM NON VTG | COM | 278265103 | 15,008 | 333,800 | SH | | SOLE | 0 | 0 | 0 | 333,800 |
ECOLAB INC COM | COM | 278865100 | 8,774 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
ELECTRONIC ARTS INC COM | COM | 285512109 | 4,924 | 55,000 | SH | | SOLE | 0 | 0 | 0 | 55,000 |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 33,808 | 1,445,420 | SH | | SOLE | 0 | 0 | 0 | 1,445,420 |
EVOLENT HEALTH INC CL A | COM | 30050B101 | 1,784 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
EXELIXIS INC COM | COM | 30161Q104 | 7,563 | 349,000 | SH | | SOLE | 0 | 0 | 0 | 349,000 |
EXPEDIA INC DEL COM NEW | COM | 30212P303 | 6,308 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
FACEBOOK INC CL A | COM | 30303M102 | 70,315 | 495,000 | SH | | SOLE | 0 | 0 | 0 | 495,000 |
FAIR ISAAC CORP COM | COM | 303250104 | 30,136 | 233,700 | SH | | SOLE | 0 | 0 | 0 | 233,700 |
FIBROGEN INC COM | COM | 31572Q808 | 5,891 | 239,000 | SH | | SOLE | 0 | 0 | 0 | 239,000 |
51JOB INC SP ADR REP COM | ADR | 316827104 | 14,407 | 393,000 | SH | | SOLE | 0 | 0 | 0 | 393,000 |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 62,290 | 664,000 | SH | | SOLE | 0 | 0 | 0 | 664,000 |
FIRST SOLAR INC COM | COM | 336433107 | 1,341 | 49,496 | SH | | SOLE | 0 | 0 | 0 | 49,496 |
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS | ADR | 344419106 | 5,472 | 61,820 | SH | | SOLE | 0 | 0 | 0 | 61,820 |
GILEAD SCIENCES INC COM | COM | 375558103 | 6,104 | 89,870 | SH | | SOLE | 0 | 0 | 0 | 89,870 |
GLAUKOS CORP COM | COM | 377322102 | 7,438 | 145,000 | SH | | SOLE | 0 | 0 | 0 | 145,000 |
GRAND CANYON ED INC COM | COM | 38526M106 | 75,763 | 1,058,000 | SH | | SOLE | 0 | 0 | 0 | 1,058,000 |
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B | ADR | 399909100 | 4,714 | 124,500 | SH | | SOLE | 0 | 0 | 0 | 124,500 |
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B | ADR | 40051E202 | 59,605 | 344,059 | SH | | SOLE | 0 | 0 | 0 | 344,059 |
HDFC BANK LTD ADR REPS 3 SHS | ADR | 40415F101 | 3,385 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 4,550 | 225,228 | SH | | SOLE | 0 | 0 | 0 | 225,228 |
HOME DEPOT INC COM | COM | 437076102 | 47,397 | 322,804 | SH | | SOLE | 0 | 0 | 0 | 322,804 |
HORMEL FOODS CORP COM | COM | 440452100 | 26,232 | 757,500 | SH | | SOLE | 0 | 0 | 0 | 757,500 |
IAC INTERACTIVECORP COM | COM | 44919P508 | 49,908 | 677,000 | SH | | SOLE | 0 | 0 | 0 | 677,000 |
IPG PHOTONICS CORP COM | COM | 44980X109 | 49,916 | 413,555 | SH | | SOLE | 0 | 0 | 0 | 413,555 |
IMAX CORP COM | COM | 45245E109 | 4,420 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
INCYTE CORP COM | COM | 45337C102 | 802 | 6,000 | SH | | SOLE | 0 | 0 | 0 | 6,000 |
INFOSYS LTD SPONSORED ADR | ADR | 456788108 | 15,579 | 986,000 | SH | | SOLE | 0 | 0 | 0 | 986,000 |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 12,273 | 205,000 | SH | | SOLE | 0 | 0 | 0 | 205,000 |
INTUIT COM | COM | 461202103 | 22,021 | 189,850 | SH | | SOLE | 0 | 0 | 0 | 189,850 |
ISHARES TR US REGNL BKS ETF | COM | 464288778 | 448 | 10,000 | SH | | SOLE | 0 | 0 | 0 | 10,000 |
ISHARES BRAZIL SM-CP ETF | COM | 464289131 | 805 | 59,000 | SH | | SOLE | 0 | 0 | 0 | 59,000 |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 5,735 | 475,142 | SH | | SOLE | 0 | 0 | 0 | 475,142 |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 1,834 | 110,661 | SH | | SOLE | 0 | 0 | 0 | 110,661 |
JOHNSON & JOHNSON COM | COM | 478160104 | 80,527 | 646,546 | SH | | SOLE | 0 | 0 | 0 | 646,546 |
KADANT INC COM | COM | 48282T104 | 19,111 | 322,000 | SH | | SOLE | 0 | 0 | 0 | 322,000 |
LCI INDS COM ADDED | COM | 50189K103 | 27,944 | 280,000 | SH | | SOLE | 0 | 0 | 0 | 280,000 |
LAS VEGAS SANDS CORP COM | COM | 517834107 | 2,796 | 49,000 | SH | | SOLE | 0 | 0 | 0 | 49,000 |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 7,631 | 90,000 | SH | | SOLE | 0 | 0 | 0 | 90,000 |
LILLY ELI & CO COM | COM | 532457108 | 22,536 | 267,940 | SH | | SOLE | 0 | 0 | 0 | 267,940 |
MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 68,877 | 612,400 | SH | | SOLE | 0 | 0 | 0 | 612,400 |
MAXIMUS INC COM | COM | 577933104 | 17,851 | 287,000 | SH | | SOLE | 0 | 0 | 0 | 287,000 |
MEDNAX INC COM | COM | 58502B106 | 16,651 | 240,000 | SH | | SOLE | 0 | 0 | 0 | 240,000 |
MERCK & CO INC COM | COM | 58933Y105 | 6,926 | 109,000 | SH | | SOLE | 0 | 0 | 0 | 109,000 |
MICROSOFT CORP COM | COM | 594918104 | 22,017 | 334,300 | SH | | SOLE | 0 | 0 | 0 | 334,300 |
MIDDLEBY CORP COM | COM | 596278101 | 64,677 | 474,000 | SH | | SOLE | 0 | 0 | 0 | 474,000 |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 770 | 95,000 | SH | | SOLE | 0 | 0 | 0 | 95,000 |
MOMO INC ADR | ADR | 60879B107 | 2,555 | 75,000 | SH | | SOLE | 0 | 0 | 0 | 75,000 |
MONSANTO CO NEW COM | COM | 61166W101 | 5,094 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
NASDAQ INC COM | COM | 631103108 | 42,031 | 605,200 | SH | | SOLE | 0 | 0 | 0 | 605,200 |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 153,848 | 541,719 | SH | | SOLE | 0 | 0 | 0 | 541,719 |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 5,196 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 13,163 | 218,000 | SH | | SOLE | 0 | 0 | 0 | 218,000 |
NIKE INC CL B | COM | 654106103 | 33,042 | 592,900 | SH | | SOLE | 0 | 0 | 0 | 592,900 |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 14,921 | 862,000 | SH | | SOLE | 0 | 0 | 0 | 862,000 |
NVIDIA CORP COM | COM | 67066G104 | 20,697 | 190,000 | SH | | SOLE | 0 | 0 | 0 | 190,000 |
OBALON THERAPEUTICS INC COM | COM | 67424L100 | 641 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 4,359 | 76,371 | SH | | SOLE | 0 | 0 | 0 | 76,371 |
PRA GROUP INC COM | COM | 69354N106 | 2,798 | 84,400 | SH | | SOLE | 0 | 0 | 0 | 84,400 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 22,835 | 530,800 | SH | | SOLE | 0 | 0 | 0 | 530,800 |
PFIZER INC COM | COM | 717081103 | 6,898 | 201,630 | SH | | SOLE | 0 | 0 | 0 | 201,630 |
POOL CORPORATION COM | COM | 73278L105 | 41,527 | 348,000 | SH | | SOLE | 0 | 0 | 0 | 348,000 |
PRAXAIR INC COM | COM | 74005P104 | 1,610 | 13,575 | SH | | SOLE | 0 | 0 | 0 | 13,575 |
PRICELINE GRP INC COM NEW | COM | 741503403 | 34,816 | 19,560 | SH | | SOLE | 0 | 0 | 0 | 19,560 |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 33,641 | 858,617 | SH | | SOLE | 0 | 0 | 0 | 858,617 |
PROOFPOINT INC COM | COM | 743424103 | 6,172 | 83,000 | SH | | SOLE | 0 | 0 | 0 | 83,000 |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 26,072 | 374,000 | SH | | SOLE | 0 | 0 | 0 | 374,000 |
PROTO LABS INC COM | COM | 743713109 | 3,066 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 20,351 | 130,700 | SH | | SOLE | 0 | 0 | 0 | 130,700 |
ROLLINS INC COM | COM | 775711104 | 29,630 | 798,000 | SH | | SOLE | 0 | 0 | 0 | 798,000 |
SAGE THERAPEUTICS INC COM | COM | 78667J108 | 1,279 | 18,000 | SH | | SOLE | 0 | 0 | 0 | 18,000 |
SCOTTS MIRACLE GRO CO CL A | COM | 810186106 | 49,590 | 531,000 | SH | | SOLE | 0 | 0 | 0 | 531,000 |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 83,120 | 1,048,700 | SH | | SOLE | 0 | 0 | 0 | 1,048,700 |
SERVICE CORP INTL COM | COM | 817565104 | 63,767 | 2,065,000 | SH | | SOLE | 0 | 0 | 0 | 2,065,000 |
SIGNATURE BK NEW YORK N Y COM | COM | 82669G104 | 69,447 | 468,000 | SH | | SOLE | 0 | 0 | 0 | 468,000 |
SMITH A O COM | COM | 831865209 | 26,086 | 509,881 | SH | | SOLE | 0 | 0 | 0 | 509,881 |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 2,700 | 173,062 | SH | | SOLE | 0 | 0 | 0 | 173,062 |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 11,414 | 340,000 | SH | | SOLE | 0 | 0 | 0 | 340,000 |
STARBUCKS CORP COM | COM | 855244109 | 12,846 | 220,000 | SH | | SOLE | 0 | 0 | 0 | 220,000 |
STERICYCLE INC COM | COM | 858912108 | 2,072 | 25,000 | SH | | SOLE | 0 | 0 | 0 | 25,000 |
SUNRUN INC COM | COM | 86771W105 | 3,464 | 641,475 | SH | | SOLE | 0 | 0 | 0 | 641,475 |
SYNCHRONY FINL COM | COM | 87165B103 | 10,290 | 300,000 | SH | | SOLE | 0 | 0 | 0 | 300,000 |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 5,829 | 150,000 | SH | | SOLE | 0 | 0 | 0 | 150,000 |
TJX COS INC NEW COM | COM | 872540109 | 14,914 | 188,600 | SH | | SOLE | 0 | 0 | 0 | 188,600 |
TPI COMPOSITES INC COM | COM | 87266J104 | 4,025 | 211,719 | SH | | SOLE | 0 | 0 | 0 | 211,719 |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | ADR | 874039100 | 35,139 | 1,070,000 | SH | | SOLE | 0 | 0 | 0 | 1,070,000 |
TAL ED GROUP ADS REPSTG COM | COM | 874080104 | 6,394 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
TESARO INC COM | COM | 881569107 | 1,077 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
TESLA INC COM | COM | 88160R101 | 3,290 | 11,822 | SH | | SOLE | 0 | 0 | 0 | 11,822 |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 15,508 | 100,965 | SH | | SOLE | 0 | 0 | 0 | 100,965 |
TIME WARNER INC COM NEW | COM | 887317303 | 36,837 | 377,000 | SH | | SOLE | 0 | 0 | 0 | 377,000 |
TRUPANION INC COM | COM | 898202106 | 6,399 | 450,000 | SH | | SOLE | 0 | 0 | 0 | 450,000 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 70,869 | 432,100 | SH | | SOLE | 0 | 0 | 0 | 432,100 |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 5,128 | 59,553 | SH | | SOLE | 0 | 0 | 0 | 59,553 |
UNIVERSAL HLTH SVCS INC CL B | COM | 913903100 | 1,636 | 13,149 | SH | | SOLE | 0 | 0 | 0 | 13,149 |
VCA INC COM | COM | 918194101 | 6,405 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
VAIL RESORTS INC COM | COM | 91879Q109 | 27,634 | 144,000 | SH | | SOLE | 0 | 0 | 0 | 144,000 |
VIPSHOP HLDGS LTD SPONSORED ADR | ADR | 92763W103 | 1,734 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
WALGREENS BOOTS ALLIANCE INC COM | COM | 931427108 | 10,381 | 125,000 | SH | | SOLE | 0 | 0 | 0 | 125,000 |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 731 | 14,000 | SH | | SOLE | 0 | 0 | 0 | 14,000 |
WESTROCK CO COM | COM | 96145D105 | 7,804 | 150,000 | SH | | SOLE | 0 | 0 | 0 | 150,000 |
WYNN RESORTS LTD COM | COM | 983134107 | 1,375 | 12,000 | SH | | SOLE | 0 | 0 | 0 | 12,000 |
XYLEM INC COM | COM | 98419M100 | 24,407 | 486,000 | SH | | SOLE | 0 | 0 | 0 | 486,000 |
YY INC ADS REPCOM CLA | COM | 98426T106 | 2,490 | 54,000 | SH | | SOLE | 0 | 0 | 0 | 54,000 |
ZELTIQ AESTHETICS INC COM | COM | 98933Q108 | 1,446 | 26,000 | SH | | SOLE | 0 | 0 | 0 | 26,000 |