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 | 53,539 | 660,000 | SH | | SOLE | 0 | 0 | 0 | 660,000 |
AMBARELLA INC SHS | COM | G037AX101 | 3,884 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
ACCENTURE PLC IRELAND SHS CLASS A | COM | G1151C101 | 866 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
CREDICORP LTD COM | COM | G2519Y108 | 13,185 | 73,500 | SH | | SOLE | 0 | 0 | 0 | 73,500 |
DELPHI AUTOMOTIVE PLC SHS | COM | G27823106 | 7,012 | 80,000 | SH | | SOLE | 0 | 0 | 0 | 80,000 |
LUXOFT HLDG INC ORD SHS CL A | COM | G57279104 | 21,237 | 349,000 | SH | | SOLE | 0 | 0 | 0 | 349,000 |
NIELSEN HLDGS PLC SHS EUR | COM | G6518L108 | 3,866 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
PROTHENA CORP PLC SHS | COM | G72800108 | 1,353 | 25,000 | SH | | SOLE | 0 | 0 | 0 | 25,000 |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 65,001 | 595,900 | SH | | SOLE | 0 | 0 | 0 | 595,900 |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 14,895 | 344,000 | SH | | SOLE | 0 | 0 | 0 | 344,000 |
YANDEX N V SHS CLASS A | COM | N97284108 | 11,336 | 432,000 | SH | | SOLE | 0 | 0 | 0 | 432,000 |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 1,762 | 105,014 | SH | | SOLE | 0 | 0 | 0 | 105,014 |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 62,370 | 571,000 | SH | | SOLE | 0 | 0 | 0 | 571,000 |
ABBVIE INC COM | COM | 00287Y109 | 54,298 | 748,841 | SH | | SOLE | 0 | 0 | 0 | 748,841 |
ABIOMED INC COM | COM | 003654100 | 1,146 | 8,000 | SH | | SOLE | 0 | 0 | 0 | 8,000 |
ACADIA PHARMACEUTICALS INC COM | COM | 004225108 | 4,937 | 177,000 | SH | | SOLE | 0 | 0 | 0 | 177,000 |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 39,954 | 694,000 | SH | | SOLE | 0 | 0 | 0 | 694,000 |
ACUITY BRANDS INC COM | COM | 00508Y102 | 8,927 | 43,916 | SH | | SOLE | 0 | 0 | 0 | 43,916 |
ADOBE SYS INC COM | COM | 00724F101 | 16,973 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 6,832 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
AETNA INC NEW COM | COM | 00817Y108 | 5,729 | 37,732 | SH | | SOLE | 0 | 0 | 0 | 37,732 |
AFFILIATED MANAGERS GROUP COM | COM | 008252108 | 8,293 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 5,274 | 102,500 | SH | | SOLE | 0 | 0 | 0 | 102,500 |
ALBEMARLE CORP COM | COM | 012653101 | 29,391 | 278,486 | SH | | SOLE | 0 | 0 | 0 | 278,486 |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 5,402 | 44,400 | SH | | SOLE | 0 | 0 | 0 | 44,400 |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 173,272 | 1,229,750 | SH | | SOLE | 0 | 0 | 0 | 1,229,750 |
ALLIANCE DATA SYSTEMS CORP COM | COM | 018581108 | 23,615 | 92,000 | SH | | SOLE | 0 | 0 | 0 | 92,000 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 39,720 | 43,709 | SH | | SOLE | 0 | 0 | 0 | 43,709 |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 38,117 | 41,000 | SH | | SOLE | 0 | 0 | 0 | 41,000 |
AMAZON COM INC COM | COM | 023135106 | 33,880 | 35,000 | SH | | SOLE | 0 | 0 | 0 | 35,000 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 12,636 | 150,000 | SH | | SOLE | 0 | 0 | 0 | 150,000 |
AMGEN INC COM | COM | 031162100 | 3,985 | 23,140 | SH | | SOLE | 0 | 0 | 0 | 23,140 |
AMPLIFY SNACK BRANDS COM | COM | 03211L102 | 6,266 | 650,000 | SH | | SOLE | 0 | 0 | 0 | 650,000 |
ANSYS INC COM | COM | 03662Q105 | 26,745 | 219,800 | SH | | SOLE | 0 | 0 | 0 | 219,800 |
APPLE INC COM | COM | 037833100 | 87,967 | 610,800 | SH | | SOLE | 0 | 0 | 0 | 610,800 |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 4,018 | 480,000 | SH | | SOLE | 0 | 0 | 0 | 480,000 |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 3,296 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 9,253 | 204,000 | SH | | SOLE | 0 | 0 | 0 | 204,000 |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 13,653 | 133,250 | SH | | SOLE | 0 | 0 | 0 | 133,250 |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 29,747 | 166,315 | SH | | SOLE | 0 | 0 | 0 | 166,315 |
BALL CORP COM | COM | 058498106 | 31,658 | 750,000 | SH | | SOLE | 0 | 0 | 0 | 750,000 |
BANK OF THE OZARKS INC COM | COM | 063904106 | 11,718 | 250,000 | SH | | SOLE | 0 | 0 | 0 | 250,000 |
BAXTER INTL INC COM | COM | 071813109 | 6,296 | 104,000 | SH | | SOLE | 0 | 0 | 0 | 104,000 |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 70,971 | 919,200 | SH | | SOLE | 0 | 0 | 0 | 919,200 |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 4,767 | 85,560 | SH | | SOLE | 0 | 0 | 0 | 85,560 |
CBS CORP NEW CL B | COM | 124857202 | 10,843 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
CAPELLA EDUCATION COMPANY COM | COM | 139594105 | 11,642 | 136,000 | SH | | SOLE | 0 | 0 | 0 | 136,000 |
CASCADIAN THERAPEUTICS INC COM NEW | COM | 14740B606 | 312 | 84,000 | SH | | SOLE | 0 | 0 | 0 | 84,000 |
CAVCO INDS INC DEL COM | COM | 149568107 | 8,427 | 65,000 | SH | | SOLE | 0 | 0 | 0 | 65,000 |
CELGENE CORP COM | COM | 151020104 | 63,175 | 486,449 | SH | | SOLE | 0 | 0 | 0 | 486,449 |
CENTENE CORP DEL COM | COM | 15135B101 | 11,023 | 138,000 | SH | | SOLE | 0 | 0 | 0 | 138,000 |
CHINA LODGING GROUP LTD SPONSORED ADR | ADR | 16949N109 | 484 | 6,000 | SH | | SOLE | 0 | 0 | 0 | 6,000 |
CHURCH & DWIGHT INC COM | COM | 171340102 | 12,674 | 244,300 | SH | | SOLE | 0 | 0 | 0 | 244,300 |
CINEMARK HOLDINGS INC COM | COM | 17243V102 | 10,878 | 280,000 | SH | | SOLE | 0 | 0 | 0 | 280,000 |
CISCO SYS INC COM | COM | 17275R102 | 14,711 | 470,000 | SH | | SOLE | 0 | 0 | 0 | 470,000 |
COGNEX CORP COM | COM | 192422103 | 24,621 | 290,000 | SH | | SOLE | 0 | 0 | 0 | 290,000 |
COHERUS BIOSCIENCES INC COM | COM | 19249H103 | 789 | 55,000 | SH | | SOLE | 0 | 0 | 0 | 55,000 |
COMCAST CORP NEW CL A | COM | 20030N101 | 22,301 | 573,000 | SH | | SOLE | 0 | 0 | 0 | 573,000 |
COOPER COS INC COM NEW | COM | 216648402 | 69,791 | 291,500 | SH | | SOLE | 0 | 0 | 0 | 291,500 |
CTRIP COM INTL LTD AMERICAN DEP SHS | COM | 22943F100 | 431 | 8,000 | SH | | SOLE | 0 | 0 | 0 | 8,000 |
DEXCOM INC COM | COM | 252131107 | 1,573 | 21,500 | SH | | SOLE | 0 | 0 | 0 | 21,500 |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 42,925 | 404,000 | SH | | SOLE | 0 | 0 | 0 | 404,000 |
DOW CHEM CO COM | COM | 260543103 | 9,145 | 145,000 | SH | | SOLE | 0 | 0 | 0 | 145,000 |
EAST WEST BANCORP INC COM | COM | 27579R104 | 122,702 | 2,094,611 | SH | | SOLE | 0 | 0 | 0 | 2,094,611 |
EATON VANCE CORP COM NON VTG | COM | 278265103 | 17,982 | 380,000 | SH | | SOLE | 0 | 0 | 0 | 380,000 |
ECOLAB INC COM | COM | 278865100 | 9,292 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
ELECTRONIC ARTS INC COM | COM | 285512109 | 5,815 | 55,000 | SH | | SOLE | 0 | 0 | 0 | 55,000 |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 36,735 | 1,446,266 | SH | | SOLE | 0 | 0 | 0 | 1,446,266 |
EVOLENT HEALTH INC CL A | COM | 30050B101 | 6,211 | 245,000 | SH | | SOLE | 0 | 0 | 0 | 245,000 |
EXACT SCIENCES CORP COM | COM | 30063P105 | 6,013 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
EXELIXIS INC COM | COM | 30161Q104 | 8,596 | 349,000 | SH | | SOLE | 0 | 0 | 0 | 349,000 |
EXPEDIA INC DEL COM NEW | COM | 30212P303 | 5,958 | 40,000 | SH | | SOLE | 0 | 0 | 0 | 40,000 |
FACEBOOK INC CL A | COM | 30303M102 | 73,225 | 485,000 | SH | | SOLE | 0 | 0 | 0 | 485,000 |
FAIR ISAAC CORP COM | COM | 303250104 | 30,768 | 220,700 | SH | | SOLE | 0 | 0 | 0 | 220,700 |
FEDEX CORP COM | COM | 31428X106 | 435 | 2,000 | SH | | SOLE | 0 | 0 | 0 | 2,000 |
FIBROGEN INC COM | COM | 31572Q808 | 7,720 | 239,000 | SH | | SOLE | 0 | 0 | 0 | 239,000 |
51JOB INC SP ADR REP COM | ADR | 316827104 | 17,579 | 393,000 | SH | | SOLE | 0 | 0 | 0 | 393,000 |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 75,209 | 751,336 | SH | | SOLE | 0 | 0 | 0 | 751,336 |
FIRST SOLAR INC COM | COM | 336433107 | 3,217 | 80,679 | SH | | SOLE | 0 | 0 | 0 | 80,679 |
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS | ADR | 344419106 | 6,079 | 61,820 | SH | | SOLE | 0 | 0 | 0 | 61,820 |
GILEAD SCIENCES INC COM | COM | 375558103 | 6,361 | 89,870 | SH | | SOLE | 0 | 0 | 0 | 89,870 |
GLAUKOS CORP COM | COM | 377322102 | 5,847 | 141,000 | SH | | SOLE | 0 | 0 | 0 | 141,000 |
GLOBAL WTR RES INC COM | COM | 379463102 | 773 | 78,110 | SH | | SOLE | 0 | 0 | 0 | 78,110 |
GRAND CANYON ED INC COM | COM | 38526M106 | 83,020 | 1,058,790 | SH | | SOLE | 0 | 0 | 0 | 1,058,790 |
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B | ADR | 399909100 | 4,029 | 94,500 | SH | | SOLE | 0 | 0 | 0 | 94,500 |
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B | ADR | 40051E202 | 72,390 | 344,059 | SH | | SOLE | 0 | 0 | 0 | 344,059 |
HDFC BANK LTD ADR REPS 3 SHS | ADR | 40415F101 | 3,914 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 5,378 | 235,165 | SH | | SOLE | 0 | 0 | 0 | 235,165 |
HOME DEPOT INC COM | COM | 437076102 | 51,561 | 336,124 | SH | | SOLE | 0 | 0 | 0 | 336,124 |
HORMEL FOODS CORP COM | COM | 440452100 | 27,288 | 800,000 | SH | | SOLE | 0 | 0 | 0 | 800,000 |
IAC INTERACTIVECORP COM | COM | 44919P508 | 51,310 | 497,000 | SH | | SOLE | 0 | 0 | 0 | 497,000 |
IPG PHOTONICS CORP COM | COM | 44980X109 | 65,591 | 452,042 | SH | | SOLE | 0 | 0 | 0 | 452,042 |
IGNYTA INC COM | COM | 451731103 | 724 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
IMAX CORP COM | COM | 45245E109 | 6,600 | 300,000 | SH | | SOLE | 0 | 0 | 0 | 300,000 |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 13,514 | 205,000 | SH | | SOLE | 0 | 0 | 0 | 205,000 |
INTUIT COM | COM | 461202103 | 18,879 | 142,150 | SH | | SOLE | 0 | 0 | 0 | 142,150 |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 5,250 | 475,142 | SH | | SOLE | 0 | 0 | 0 | 475,142 |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 8,236 | 210,000 | SH | | SOLE | 0 | 0 | 0 | 210,000 |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 2,403 | 115,543 | SH | | SOLE | 0 | 0 | 0 | 115,543 |
JOHNSON & JOHNSON COM | COM | 478160104 | 85,095 | 643,246 | SH | | SOLE | 0 | 0 | 0 | 643,246 |
KADANT INC COM | COM | 48282T104 | 25,944 | 345,000 | SH | | SOLE | 0 | 0 | 0 | 345,000 |
LCI INDS COM | COM | 50189K103 | 28,672 | 280,000 | SH | | SOLE | 0 | 0 | 0 | 280,000 |
LAS VEGAS SANDS CORP COM | COM | 517834107 | 9,711 | 152,000 | SH | | SOLE | 0 | 0 | 0 | 152,000 |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 8,753 | 91,200 | SH | | SOLE | 0 | 0 | 0 | 91,200 |
LILLY ELI & CO COM | COM | 532457108 | 26,578 | 322,940 | SH | | SOLE | 0 | 0 | 0 | 322,940 |
MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 67,429 | 555,200 | SH | | SOLE | 0 | 0 | 0 | 555,200 |
MAXIMUS INC COM | COM | 577933104 | 11,900 | 190,000 | SH | | SOLE | 0 | 0 | 0 | 190,000 |
MEDNAX INC COM | COM | 58502B106 | 12,074 | 200,000 | SH | | SOLE | 0 | 0 | 0 | 200,000 |
MELCO RESORT ENTERTAINMENT L ADR | ADR | 585464100 | 2,806 | 125,000 | SH | | SOLE | 0 | 0 | 0 | 125,000 |
MERCK & CO INC COM | COM | 58933Y105 | 6,089 | 95,000 | SH | | SOLE | 0 | 0 | 0 | 95,000 |
MICROSOFT CORP COM | COM | 594918104 | 21,368 | 310,000 | SH | | SOLE | 0 | 0 | 0 | 310,000 |
MICROCHIP TECHNOLOGY INC COM | COM | 595017104 | 5,897 | 76,400 | SH | | SOLE | 0 | 0 | 0 | 76,400 |
MIDDLEBY CORP COM | COM | 596278101 | 53,586 | 441,000 | SH | | SOLE | 0 | 0 | 0 | 441,000 |
MOMO INC ADR | ADR | 60879B107 | 8,870 | 240,000 | SH | | SOLE | 0 | 0 | 0 | 240,000 |
MONSANTO CO NEW COM | COM | 61166W101 | 5,326 | 45,000 | SH | | SOLE | 0 | 0 | 0 | 45,000 |
NASDAQ INC COM | COM | 631103108 | 43,266 | 605,200 | SH | | SOLE | 0 | 0 | 0 | 605,200 |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 140,310 | 466,719 | SH | | SOLE | 0 | 0 | 0 | 466,719 |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 6,808 | 148,000 | SH | | SOLE | 0 | 0 | 0 | 148,000 |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 15,367 | 218,000 | SH | | SOLE | 0 | 0 | 0 | 218,000 |
NIKE INC CL B | COM | 654106103 | 16,862 | 285,800 | SH | | SOLE | 0 | 0 | 0 | 285,800 |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 17,410 | 1,000,000 | SH | | SOLE | 0 | 0 | 0 | 1,000,000 |
NVIDIA CORP COM | COM | 67066G104 | 27,466 | 190,000 | SH | | SOLE | 0 | 0 | 0 | 190,000 |
OBALON THERAPEUTICS INC COM | COM | 67424L100 | 595 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 5,188 | 88,406 | SH | | SOLE | 0 | 0 | 0 | 88,406 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 35,626 | 663,800 | SH | | SOLE | 0 | 0 | 0 | 663,800 |
PFIZER INC COM | COM | 717081103 | 6,101 | 181,630 | SH | | SOLE | 0 | 0 | 0 | 181,630 |
POOL CORPORATION COM | COM | 73278L105 | 45,264 | 385,000 | SH | | SOLE | 0 | 0 | 0 | 385,000 |
PRAXAIR INC COM | COM | 74005P104 | 1,879 | 14,173 | SH | | SOLE | 0 | 0 | 0 | 14,173 |
PRICELINE GRP INC COM NEW | COM | 741503403 | 42,573 | 22,760 | SH | | SOLE | 0 | 0 | 0 | 22,760 |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 38,738 | 878,617 | SH | | SOLE | 0 | 0 | 0 | 878,617 |
PROOFPOINT INC COM | COM | 743424103 | 7,381 | 85,000 | SH | | SOLE | 0 | 0 | 0 | 85,000 |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 19,914 | 310,000 | SH | | SOLE | 0 | 0 | 0 | 310,000 |
PROTO LABS INC COM | COM | 743713109 | 31,341 | 466,036 | SH | | SOLE | 0 | 0 | 0 | 466,036 |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 17,103 | 105,600 | SH | | SOLE | 0 | 0 | 0 | 105,600 |
ROLLINS INC COM | COM | 775711104 | 22,390 | 550,000 | SH | | SOLE | 0 | 0 | 0 | 550,000 |
SAGE THERAPEUTICS INC COM | COM | 78667J108 | 1,115 | 14,000 | SH | | SOLE | 0 | 0 | 0 | 14,000 |
SCHWAB CHARLES CORP NEW COM | COM | 808513105 | 430 | 10,000 | SH | | SOLE | 0 | 0 | 0 | 10,000 |
SCOTTS MIRACLE GRO CO CL A | COM | 810186106 | 54,571 | 610,000 | SH | | SOLE | 0 | 0 | 0 | 610,000 |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 80,828 | 1,003,700 | SH | | SOLE | 0 | 0 | 0 | 1,003,700 |
SERVICE CORP INTL COM | COM | 817565104 | 67,770 | 2,026,000 | SH | | SOLE | 0 | 0 | 0 | 2,026,000 |
SIGNATURE BK NEW YORK N Y COM | COM | 82669G104 | 77,164 | 537,613 | SH | | SOLE | 0 | 0 | 0 | 537,613 |
SMITH A O COM | COM | 831865209 | 28,831 | 511,817 | SH | | SOLE | 0 | 0 | 0 | 511,817 |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 3,614 | 180,697 | SH | | SOLE | 0 | 0 | 0 | 180,697 |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 14,299 | 409,250 | SH | | SOLE | 0 | 0 | 0 | 409,250 |
STARBUCKS CORP COM | COM | 855244109 | 14,869 | 255,000 | SH | | SOLE | 0 | 0 | 0 | 255,000 |
STERICYCLE INC COM | COM | 858912108 | 1,908 | 25,000 | SH | | SOLE | 0 | 0 | 0 | 25,000 |
SUNRUN INC COM | COM | 86771W105 | 4,769 | 669,778 | SH | | SOLE | 0 | 0 | 0 | 669,778 |
SYNCHRONY FINL COM | COM | 87165B103 | 13,419 | 450,000 | SH | | SOLE | 0 | 0 | 0 | 450,000 |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 9,458 | 220,000 | SH | | SOLE | 0 | 0 | 0 | 220,000 |
TJX COS INC NEW COM | COM | 872540109 | 11,302 | 156,600 | SH | | SOLE | 0 | 0 | 0 | 156,600 |
TPI COMPOSITES INC COM | COM | 87266J104 | 12,274 | 664,172 | SH | | SOLE | 0 | 0 | 0 | 664,172 |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | ADR | 874039100 | 37,407 | 1,070,000 | SH | | SOLE | 0 | 0 | 0 | 1,070,000 |
TAL ED GROUP ADS REPSTG COM | COM | 874080104 | 7,339 | 60,000 | SH | | SOLE | 0 | 0 | 0 | 60,000 |
TATA MTRS LTD SPONSORED ADR | ADR | 876568502 | 1,320 | 40,000 | SH | | SOLE | 0 | 0 | 0 | 40,000 |
TESLA INC COM | COM | 88160R101 | 4,463 | 12,343 | SH | | SOLE | 0 | 0 | 0 | 12,343 |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 20,669 | 118,465 | SH | | SOLE | 0 | 0 | 0 | 118,465 |
TIME WARNER INC COM NEW | COM | 887317303 | 14,057 | 140,000 | SH | | SOLE | 0 | 0 | 0 | 140,000 |
TRUPANION INC COM | COM | 898202106 | 11,861 | 530,000 | SH | | SOLE | 0 | 0 | 0 | 530,000 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 107,599 | 580,300 | SH | | SOLE | 0 | 0 | 0 | 580,300 |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 4,757 | 43,540 | SH | | SOLE | 0 | 0 | 0 | 43,540 |
VAIL RESORTS INC COM | COM | 91879Q109 | 25,151 | 124,000 | SH | | SOLE | 0 | 0 | 0 | 124,000 |
VIPSHOP HLDGS LTD SPONSORED ADR | ADR | 92763W103 | 1,372 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
VISTEON CORP COM NEW | COM | 92839U206 | 10,206 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
WALGREENS BOOTS ALLIANCE INC COM | COM | 931427108 | 9,789 | 125,000 | SH | | SOLE | 0 | 0 | 0 | 125,000 |
WATSCO INC COM | COM | 942622200 | 26,985 | 175,000 | SH | | SOLE | 0 | 0 | 0 | 175,000 |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 931 | 14,000 | SH | | SOLE | 0 | 0 | 0 | 14,000 |
WESTROCK CO COM | COM | 96145D105 | 11,049 | 195,000 | SH | | SOLE | 0 | 0 | 0 | 195,000 |
WYNN RESORTS LTD COM | COM | 983134107 | 11,132 | 83,000 | SH | | SOLE | 0 | 0 | 0 | 83,000 |
XYLEM INC COM | COM | 98419M100 | 34,699 | 626,000 | SH | | SOLE | 0 | 0 | 0 | 626,000 |