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 | 76,710 | 846,970 | SH | | SOLE | 0 | 0 | 0 | 846,970 |
AQUAVENTURE HLDGS LTD SHS | COM | G0443N107 | 8,132 | 450,000 | SH | | SOLE | 0 | 0 | 0 | 450,000 |
ACCENTURE PLC IRELAND SHS CLASS A | COM | G1151C101 | 379 | 2,225 | SH | | SOLE | 0 | 0 | 0 | 2,225 |
CREDICORP LTD COM | COM | G2519Y108 | 12,641 | 56,665 | SH | | SOLE | 0 | 0 | 0 | 56,665 |
SINA CORP ORD | COM | G81477104 | 5,732 | 82,500 | SH | | SOLE | 0 | 0 | 0 | 82,500 |
TE CONNECTIVITY LTD REG SHS | COM | H84989104 | 1,038 | 11,808 | SH | | SOLE | 0 | 0 | 0 | 11,808 |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 43,526 | 369,900 | SH | | SOLE | 0 | 0 | 0 | 369,900 |
FOAMIX PHARMACEUTICALS LTD SHS | COM | M46135105 | 3,667 | 640,000 | SH | | SOLE | 0 | 0 | 0 | 640,000 |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 44,804 | 610,000 | SH | | SOLE | 0 | 0 | 0 | 610,000 |
YANDEX N V SHS CLASS A | COM | N97284108 | 21,828 | 663,656 | SH | | SOLE | 0 | 0 | 0 | 663,656 |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 8,648 | 534,513 | SH | | SOLE | 0 | 0 | 0 | 534,513 |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 66,887 | 514,754 | SH | | SOLE | 0 | 0 | 0 | 514,754 |
ABBOTT LABS COM | COM | 002824100 | 16,139 | 220,000 | SH | | SOLE | 0 | 0 | 0 | 220,000 |
ABBVIE INC COM | COM | 00287Y109 | 49,687 | 525,341 | SH | | SOLE | 0 | 0 | 0 | 525,341 |
ABIOMED INC COM | COM | 003654100 | 7,421 | 16,500 | SH | | SOLE | 0 | 0 | 0 | 16,500 |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 52,659 | 633,000 | SH | | SOLE | 0 | 0 | 0 | 633,000 |
ADOBE SYS INC COM | COM | 00724F101 | 26,995 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 20,312 | 330,000 | SH | | SOLE | 0 | 0 | 0 | 330,000 |
AETNA INC NEW COM | COM | 00817Y108 | 5,017 | 24,732 | SH | | SOLE | 0 | 0 | 0 | 24,732 |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 13,380 | 173,500 | SH | | SOLE | 0 | 0 | 0 | 173,500 |
ALBEMARLE CORP COM | COM | 012653101 | 33,367 | 334,407 | SH | | SOLE | 0 | 0 | 0 | 334,407 |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 9,341 | 67,200 | SH | | SOLE | 0 | 0 | 0 | 67,200 |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 210,085 | 1,275,097 | SH | | SOLE | 0 | 0 | 0 | 1,275,097 |
ALLIANCE DATA SYSTEMS CORP COM | COM | 018581108 | 34,243 | 145,000 | SH | | SOLE | 0 | 0 | 0 | 145,000 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 52,165 | 43,709 | SH | | SOLE | 0 | 0 | 0 | 43,709 |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 51,904 | 43,000 | SH | | SOLE | 0 | 0 | 0 | 43,000 |
AMAZON COM INC COM | COM | 023135106 | 83,525 | 41,700 | SH | | SOLE | 0 | 0 | 0 | 41,700 |
AMERESCO INC CL A | COM | 02361E108 | 5,178 | 379,350 | SH | | SOLE | 0 | 0 | 0 | 379,350 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 16,825 | 158,000 | SH | | SOLE | 0 | 0 | 0 | 158,000 |
AMGEN INC COM | COM | 031162100 | 10,912 | 52,640 | SH | | SOLE | 0 | 0 | 0 | 52,640 |
ANAPTYSBIO INC COM | COM | 032724106 | 1,596 | 16,000 | SH | | SOLE | 0 | 0 | 0 | 16,000 |
ANSYS INC COM | COM | 03662Q105 | 21,431 | 114,800 | SH | | SOLE | 0 | 0 | 0 | 114,800 |
APPLE INC COM | COM | 037833100 | 132,238 | 585,800 | SH | | SOLE | 0 | 0 | 0 | 585,800 |
ARQULE INC COM | COM | 04269E107 | 5,660 | 1,000,000 | SH | | SOLE | 0 | 0 | 0 | 1,000,000 |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 21,630 | 1,423,000 | SH | | SOLE | 0 | 0 | 0 | 1,423,000 |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 29,351 | 350,000 | SH | | SOLE | 0 | 0 | 0 | 350,000 |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 11,588 | 149,699 | SH | | SOLE | 0 | 0 | 0 | 149,699 |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 11,403 | 75,687 | SH | | SOLE | 0 | 0 | 0 | 75,687 |
BADGER METER INC COM | COM | 056525108 | 869 | 16,419 | SH | | SOLE | 0 | 0 | 0 | 16,419 |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 52,895 | 231,304 | SH | | SOLE | 0 | 0 | 0 | 231,304 |
BANK OZK COM ADDED | COM | 06417N103 | 34,354 | 905,000 | SH | | SOLE | 0 | 0 | 0 | 905,000 |
BAXTER INTL INC COM | COM | 071813109 | 12,550 | 162,800 | SH | | SOLE | 0 | 0 | 0 | 162,800 |
BLUEPRINT MEDICINES CORP COM | COM | 09627Y109 | 1,483 | 19,000 | SH | | SOLE | 0 | 0 | 0 | 19,000 |
BOOKING HLDGS INC COM | COM | 09857L108 | 45,156 | 22,760 | SH | | SOLE | 0 | 0 | 0 | 22,760 |
BRADY CORP CL A | COM | 104674106 | 206 | 4,707 | SH | | SOLE | 0 | 0 | 0 | 4,707 |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 96,535 | 819,200 | SH | | SOLE | 0 | 0 | 0 | 819,200 |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 3,170 | 51,060 | SH | | SOLE | 0 | 0 | 0 | 51,060 |
CIGNA CORPORATION COM | COM | 125509109 | 535 | 2,568 | SH | | SOLE | 0 | 0 | 0 | 2,568 |
CAVCO INDS INC DEL COM | COM | 149568107 | 27,071 | 107,000 | SH | | SOLE | 0 | 0 | 0 | 107,000 |
CELGENE CORP COM | COM | 151020104 | 48,469 | 541,609 | SH | | SOLE | 0 | 0 | 0 | 541,609 |
CENTENE CORP DEL COM | COM | 15135B101 | 28,594 | 197,500 | SH | | SOLE | 0 | 0 | 0 | 197,500 |
CHURCH & DWIGHT INC COM | COM | 171340102 | 13,672 | 230,285 | SH | | SOLE | 0 | 0 | 0 | 230,285 |
CINEMARK HOLDINGS INC COM | COM | 17243V102 | 13,959 | 347,250 | SH | | SOLE | 0 | 0 | 0 | 347,250 |
CISCO SYS INC COM | COM | 17275R102 | 25,298 | 520,000 | SH | | SOLE | 0 | 0 | 0 | 520,000 |
COGNEX CORP COM | COM | 192422103 | 23,444 | 420,000 | SH | | SOLE | 0 | 0 | 0 | 420,000 |
COHERENT INC COM | COM | 192479103 | 9,354 | 54,323 | SH | | SOLE | 0 | 0 | 0 | 54,323 |
COLUMBIA SPORTSWEAR CO COM | COM | 198516106 | 2,792 | 30,000 | SH | | SOLE | 0 | 0 | 0 | 30,000 |
COMCAST CORP NEW CL A | COM | 20030N101 | 20,538 | 580,000 | SH | | SOLE | 0 | 0 | 0 | 580,000 |
COOPER COS INC COM NEW | COM | 216648402 | 91,336 | 329,554 | SH | | SOLE | 0 | 0 | 0 | 329,554 |
DEERE & CO COM | COM | 244199105 | 1,052 | 7,000 | SH | | SOLE | 0 | 0 | 0 | 7,000 |
DIGIMARC CORP NEW COM | COM | 25381B101 | 431 | 13,700 | SH | | SOLE | 0 | 0 | 0 | 13,700 |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 61,510 | 526,000 | SH | | SOLE | 0 | 0 | 0 | 526,000 |
DOLLAR GEN CORP NEW COM | COM | 256677105 | 266 | 2,432 | SH | | SOLE | 0 | 0 | 0 | 2,432 |
EAST WEST BANCORP INC COM | COM | 27579R104 | 129,760 | 2,149,416 | SH | | SOLE | 0 | 0 | 0 | 2,149,416 |
ECOLAB INC COM | COM | 278865100 | 7,031 | 44,849 | SH | | SOLE | 0 | 0 | 0 | 44,849 |
EDITAS MEDICINE INC COM | COM | 28106W103 | 4,296 | 135,000 | SH | | SOLE | 0 | 0 | 0 | 135,000 |
EDWARDS LIFESCIENCES CORP COM | COM | 28176E108 | 18,106 | 104,000 | SH | | SOLE | 0 | 0 | 0 | 104,000 |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 33,332 | 1,454,893 | SH | | SOLE | 0 | 0 | 0 | 1,454,893 |
EVERBRIDGE INC COM | COM | 29978A104 | 9,626 | 167,000 | SH | | SOLE | 0 | 0 | 0 | 167,000 |
EVERSPIN TECHNOLOGIES INC COM | COM | 30041T104 | 3,725 | 485,000 | SH | | SOLE | 0 | 0 | 0 | 485,000 |
EVOQUA WATER TECHNOLOGIES CO COM | COM | 30057T105 | 11,201 | 630,000 | SH | | SOLE | 0 | 0 | 0 | 630,000 |
EXACT SCIENCES CORP COM | COM | 30063P105 | 17,994 | 228,000 | SH | | SOLE | 0 | 0 | 0 | 228,000 |
EXELIXIS INC COM | COM | 30161Q104 | 1,577 | 89,000 | SH | | SOLE | 0 | 0 | 0 | 89,000 |
FACEBOOK INC CL A | COM | 30303M102 | 45,317 | 275,548 | SH | | SOLE | 0 | 0 | 0 | 275,548 |
FAIR ISAAC CORP COM | COM | 303250104 | 59,268 | 259,320 | SH | | SOLE | 0 | 0 | 0 | 259,320 |
FIBROGEN INC COM | COM | 31572Q808 | 11,542 | 190,000 | SH | | SOLE | 0 | 0 | 0 | 190,000 |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 10,797 | 146,700 | SH | | SOLE | 0 | 0 | 0 | 146,700 |
51JOB INC SP ADR REP COM | ADR | 316827104 | 2,310 | 30,000 | SH | | SOLE | 0 | 0 | 0 | 30,000 |
FIRST HORIZON NATL CORP COM | COM | 320517105 | 17,260 | 1,000,000 | SH | | SOLE | 0 | 0 | 0 | 1,000,000 |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 58,112 | 605,336 | SH | | SOLE | 0 | 0 | 0 | 605,336 |
FIRST SOLAR INC COM | COM | 336433107 | 9,948 | 205,461 | SH | | SOLE | 0 | 0 | 0 | 205,461 |
GILEAD SCIENCES INC COM | COM | 375558103 | 24,983 | 323,570 | SH | | SOLE | 0 | 0 | 0 | 323,570 |
GLOBAL WTR RES INC COM | COM | 379463102 | 8,076 | 762,648 | SH | | SOLE | 0 | 0 | 0 | 762,648 |
GLU MOBILE INC COM | COM | 379890106 | 9,685 | 1,300,000 | SH | | SOLE | 0 | 0 | 0 | 1,300,000 |
GRAND CANYON ED INC COM | COM | 38526M106 | 137,085 | 1,215,290 | SH | | SOLE | 0 | 0 | 0 | 1,215,290 |
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B | ADR | 40051E202 | 78,232 | 381,380 | SH | | SOLE | 0 | 0 | 0 | 381,380 |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 16,253 | 757,016 | SH | | SOLE | 0 | 0 | 0 | 757,016 |
HOME DEPOT INC COM | COM | 437076102 | 83,979 | 405,404 | SH | | SOLE | 0 | 0 | 0 | 405,404 |
IAC INTERACTIVECORP COM | COM | 44919P508 | 104,459 | 482,000 | SH | | SOLE | 0 | 0 | 0 | 482,000 |
IPG PHOTONICS CORP COM | COM | 44980X109 | 40,918 | 262,176 | SH | | SOLE | 0 | 0 | 0 | 262,176 |
ILLUMINA INC COM | COM | 452327109 | 8,442 | 23,000 | SH | | SOLE | 0 | 0 | 0 | 23,000 |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 11,608 | 155,000 | SH | | SOLE | 0 | 0 | 0 | 155,000 |
INTUIT COM | COM | 461202103 | 20,171 | 88,703 | SH | | SOLE | 0 | 0 | 0 | 88,703 |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 3,636 | 331,137 | SH | | SOLE | 0 | 0 | 0 | 331,137 |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 2,609 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 1,689 | 156,844 | SH | | SOLE | 0 | 0 | 0 | 156,844 |
JOHNSON & JOHNSON COM | COM | 478160104 | 110,948 | 802,983 | SH | | SOLE | 0 | 0 | 0 | 802,983 |
KAR AUCTION SVCS INC COM | COM | 48238T109 | 26,860 | 450,000 | SH | | SOLE | 0 | 0 | 0 | 450,000 |
KADANT INC COM | COM | 48282T104 | 58,056 | 538,303 | SH | | SOLE | 0 | 0 | 0 | 538,303 |
KELLOGG CO COM | COM | 487836108 | 714 | 10,201 | SH | | SOLE | 0 | 0 | 0 | 10,201 |
LCI INDS COM | COM | 50189K103 | 33,534 | 405,000 | SH | | SOLE | 0 | 0 | 0 | 405,000 |
LAS VEGAS SANDS CORP COM | COM | 517834107 | 5,221 | 88,000 | SH | | SOLE | 0 | 0 | 0 | 88,000 |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 22,573 | 155,331 | SH | | SOLE | 0 | 0 | 0 | 155,331 |
LILLY ELI & CO COM | COM | 532457108 | 38,647 | 360,140 | SH | | SOLE | 0 | 0 | 0 | 360,140 |
MSA SAFETY INC COM | COM | 553498106 | 28,090 | 263,900 | SH | | SOLE | 0 | 0 | 0 | 263,900 |
MANPOWERGROUP INC COM | COM | 56418H100 | 627 | 7,296 | SH | | SOLE | 0 | 0 | 0 | 7,296 |
MARTIN MARIETTA MATLS INC COM | COM | 573284106 | 5,095 | 28,000 | SH | | SOLE | 0 | 0 | 0 | 28,000 |
MASTEC INC COM | COM | 576323109 | 36,613 | 820,000 | SH | | SOLE | 0 | 0 | 0 | 820,000 |
MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 109,009 | 489,686 | SH | | SOLE | 0 | 0 | 0 | 489,686 |
MAXIMUS INC COM | COM | 577933104 | 20,169 | 310,000 | SH | | SOLE | 0 | 0 | 0 | 310,000 |
MERCK & CO INC COM | COM | 58933Y105 | 52,850 | 745,000 | SH | | SOLE | 0 | 0 | 0 | 745,000 |
MICROSOFT CORP COM | COM | 594918104 | 92,120 | 805,455 | SH | | SOLE | 0 | 0 | 0 | 805,455 |
MICROCHIP TECHNOLOGY INC COM | COM | 595017104 | 8,286 | 105,000 | SH | | SOLE | 0 | 0 | 0 | 105,000 |
MIDDLEBY CORP COM | COM | 596278101 | 19,855 | 153,500 | SH | | SOLE | 0 | 0 | 0 | 153,500 |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 2,573 | 205,000 | SH | | SOLE | 0 | 0 | 0 | 205,000 |
MOMO INC ADR | ADR | 60879B107 | 24,572 | 561,000 | SH | | SOLE | 0 | 0 | 0 | 561,000 |
MYOKARDIA INC COM | COM | 62857M105 | 4,108 | 63,000 | SH | | SOLE | 0 | 0 | 0 | 63,000 |
NCI BUILDING SYS INC COM NEW | COM | 628852204 | 12,120 | 800,000 | SH | | SOLE | 0 | 0 | 0 | 800,000 |
NASDAQ INC COM | COM | 631103108 | 52,784 | 615,200 | SH | | SOLE | 0 | 0 | 0 | 615,200 |
NATIONAL VISION HLDGS INC COM | COM | 63845R107 | 13,091 | 290,000 | SH | | SOLE | 0 | 0 | 0 | 290,000 |
NEKTAR THERAPEUTICS COM | COM | 640268108 | 3,078 | 50,500 | SH | | SOLE | 0 | 0 | 0 | 50,500 |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 54,686 | 239,587 | SH | | SOLE | 0 | 0 | 0 | 239,587 |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 20,287 | 165,000 | SH | | SOLE | 0 | 0 | 0 | 165,000 |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 13,264 | 179,216 | SH | | SOLE | 0 | 0 | 0 | 179,216 |
NIKE INC CL B | COM | 654106103 | 20,695 | 244,272 | SH | | SOLE | 0 | 0 | 0 | 244,272 |
NORFOLK SOUTHERN CORP COM | COM | 655844108 | 289 | 1,600 | SH | | SOLE | 0 | 0 | 0 | 1,600 |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 19,052 | 1,100,000 | SH | | SOLE | 0 | 0 | 0 | 1,100,000 |
NVIDIA CORP COM | COM | 67066G104 | 44,682 | 159,000 | SH | | SOLE | 0 | 0 | 0 | 159,000 |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 15,168 | 280,317 | SH | | SOLE | 0 | 0 | 0 | 280,317 |
OWENS CORNING NEW COM | COM | 690742101 | 12,482 | 230,000 | SH | | SOLE | 0 | 0 | 0 | 230,000 |
PRA GROUP INC COM | COM | 69354N106 | 254 | 7,052 | SH | | SOLE | 0 | 0 | 0 | 7,052 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 60,065 | 683,800 | SH | | SOLE | 0 | 0 | 0 | 683,800 |
POOL CORPORATION COM | COM | 73278L105 | 76,765 | 460,000 | SH | | SOLE | 0 | 0 | 0 | 460,000 |
POWER INTEGRATIONS INC COM | COM | 739276103 | 4,734 | 74,908 | SH | | SOLE | 0 | 0 | 0 | 74,908 |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 83,019 | 1,168,617 | SH | | SOLE | 0 | 0 | 0 | 1,168,617 |
PROOFPOINT INC COM | COM | 743424103 | 9,570 | 90,000 | SH | | SOLE | 0 | 0 | 0 | 90,000 |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 30,514 | 440,000 | SH | | SOLE | 0 | 0 | 0 | 440,000 |
PROTO LABS INC COM | COM | 743713109 | 64,738 | 400,236 | SH | | SOLE | 0 | 0 | 0 | 400,236 |
QUDIAN INC ADR | ADR | 747798106 | 3,126 | 600,000 | SH | | SOLE | 0 | 0 | 0 | 600,000 |
REDFIN CORP COM | COM | 75737F108 | 14,960 | 800,000 | SH | | SOLE | 0 | 0 | 0 | 800,000 |
RETROPHIN INC COM | COM | 761299106 | 7,671 | 267,000 | SH | | SOLE | 0 | 0 | 0 | 267,000 |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 19,836 | 105,779 | SH | | SOLE | 0 | 0 | 0 | 105,779 |
ROLLINS INC COM | COM | 775711104 | 16,599 | 273,500 | SH | | SOLE | 0 | 0 | 0 | 273,500 |
SVB FINL GROUP COM | COM | 78486Q101 | 64,307 | 206,889 | SH | | SOLE | 0 | 0 | 0 | 206,889 |
SANGAMO THERAPEUTICS INC COM | COM | 800677106 | 9,238 | 545,000 | SH | | SOLE | 0 | 0 | 0 | 545,000 |
SAREPTA THERAPEUTICS INC COM | COM | 803607100 | 5,249 | 32,500 | SH | | SOLE | 0 | 0 | 0 | 32,500 |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 34,889 | 456,000 | SH | | SOLE | 0 | 0 | 0 | 456,000 |
SERVICE CORP INTL COM | COM | 817565104 | 122,864 | 2,779,736 | SH | | SOLE | 0 | 0 | 0 | 2,779,736 |
SMITH A O COM | COM | 831865209 | 29,355 | 550,037 | SH | | SOLE | 0 | 0 | 0 | 550,037 |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 7,104 | 188,686 | SH | | SOLE | 0 | 0 | 0 | 188,686 |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 20,880 | 600,000 | SH | | SOLE | 0 | 0 | 0 | 600,000 |
STARBUCKS CORP COM | COM | 855244109 | 11,368 | 200,000 | SH | | SOLE | 0 | 0 | 0 | 200,000 |
STRATEGIC ED INC COM ADDED | COM | 86272C103 | 24,665 | 180,000 | SH | | SOLE | 0 | 0 | 0 | 180,000 |
SUNRUN INC COM | COM | 86771W105 | 12,793 | 1,028,412 | SH | | SOLE | 0 | 0 | 0 | 1,028,412 |
SUNTRUST BKS INC COM | COM | 867914103 | 26,716 | 400,000 | SH | | SOLE | 0 | 0 | 0 | 400,000 |
SYNCHRONY FINL COM | COM | 87165B103 | 12,743 | 410,000 | SH | | SOLE | 0 | 0 | 0 | 410,000 |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 21,660 | 410,000 | SH | | SOLE | 0 | 0 | 0 | 410,000 |
TJX COS INC NEW COM | COM | 872540109 | 10,466 | 93,427 | SH | | SOLE | 0 | 0 | 0 | 93,427 |
TPI COMPOSITES INC COM | COM | 87266J104 | 49,396 | 1,730,160 | SH | | SOLE | 0 | 0 | 0 | 1,730,160 |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | ADR | 874039100 | 47,251 | 1,070,000 | SH | | SOLE | 0 | 0 | 0 | 1,070,000 |
TAL ED GROUP SPONSORED ADS | COM | 874080104 | 4,692 | 182,500 | SH | | SOLE | 0 | 0 | 0 | 182,500 |
TELADOC HEALTH INC COM | COM | 87918A105 | 9,758 | 113,000 | SH | | SOLE | 0 | 0 | 0 | 113,000 |
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR | ADR | 881624209 | 485 | 22,500 | SH | | SOLE | 0 | 0 | 0 | 22,500 |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 86,054 | 352,565 | SH | | SOLE | 0 | 0 | 0 | 352,565 |
TRUPANION INC COM | COM | 898202106 | 14,292 | 400,000 | SH | | SOLE | 0 | 0 | 0 | 400,000 |
UMPQUA HLDGS CORP COM | COM | 904214103 | 21,424 | 1,030,000 | SH | | SOLE | 0 | 0 | 0 | 1,030,000 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 148,756 | 559,150 | SH | | SOLE | 0 | 0 | 0 | 559,150 |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 5,085 | 43,127 | SH | | SOLE | 0 | 0 | 0 | 43,127 |
VAIL RESORTS INC COM | COM | 91879Q109 | 30,186 | 110,000 | SH | | SOLE | 0 | 0 | 0 | 110,000 |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 15,612 | 81,000 | SH | | SOLE | 0 | 0 | 0 | 81,000 |
VISTEON CORP COM NEW | COM | 92839U206 | 13,470 | 145,000 | SH | | SOLE | 0 | 0 | 0 | 145,000 |
WATSCO INC COM | COM | 942622200 | 33,447 | 187,800 | SH | | SOLE | 0 | 0 | 0 | 187,800 |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 10,531 | 144,000 | SH | | SOLE | 0 | 0 | 0 | 144,000 |
WELBILT INC COM | COM | 949090104 | 26,908 | 1,288,718 | SH | | SOLE | 0 | 0 | 0 | 1,288,718 |
WESTERN ALLIANCE BANCORP COM | COM | 957638109 | 32,427 | 570,000 | SH | | SOLE | 0 | 0 | 0 | 570,000 |
WESTROCK CO COM | COM | 96145D105 | 10,688 | 200,000 | SH | | SOLE | 0 | 0 | 0 | 200,000 |
WORLDPAY INC CL A | COM | 981558109 | 39,738 | 392,399 | SH | | SOLE | 0 | 0 | 0 | 392,399 |
WYNN RESORTS LTD COM | COM | 983134107 | 8,475 | 66,700 | SH | | SOLE | 0 | 0 | 0 | 66,700 |
XPO LOGISTICS INC COM | COM | 983793100 | 19,409 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
XYLEM INC COM | COM | 98419M100 | 55,394 | 693,557 | SH | | SOLE | 0 | 0 | 0 | 693,557 |
YY INC ADS REPCOM CLA | COM | 98426T106 | 1,101 | 14,700 | SH | | SOLE | 0 | 0 | 0 | 14,700 |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 1,229 | 35,000 | SH | | SOLE | 0 | 0 | 0 | 35,000 |