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 |
51JOB INC SPONSORED ADS | COM | 316827104 | 3,894 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 18,256 | 277,954 | SH | | SOLE | 0 | 0 | 0 | 277,954 |
ABBOTT LABS COM | COM | 002824100 | 75,318 | 942,177 | SH | | SOLE | 0 | 0 | 0 | 942,177 |
ABBVIE INC COM | COM | 00287Y109 | 8,180 | 101,500 | SH | | SOLE | 0 | 0 | 0 | 101,500 |
ABIOMED INC COM | COM | 003654100 | 8,996 | 31,500 | SH | | SOLE | 0 | 0 | 0 | 31,500 |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 30,095 | 661,000 | SH | | SOLE | 0 | 0 | 0 | 661,000 |
ADOBE INC COM | COM | 00724F101 | 20,659 | 77,522 | SH | | SOLE | 0 | 0 | 0 | 77,522 |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 18,800 | 395,800 | SH | | SOLE | 0 | 0 | 0 | 395,800 |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 12,544 | 186,000 | SH | | SOLE | 0 | 0 | 0 | 186,000 |
ALARM COM HLDGS INC COM | COM | 011642105 | 9,735 | 150,000 | SH | | SOLE | 0 | 0 | 0 | 150,000 |
ALBEMARLE CORP COM | COM | 012653101 | 35,371 | 431,460 | SH | | SOLE | 0 | 0 | 0 | 431,460 |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 10,341 | 76,496 | SH | | SOLE | 0 | 0 | 0 | 76,496 |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 325,475 | 1,783,914 | SH | | SOLE | 0 | 0 | 0 | 1,783,914 |
ALIGN TECHNOLOGY INC COM | COM | 016255101 | 8,780 | 30,880 | SH | | SOLE | 0 | 0 | 0 | 30,880 |
ALLEGION PUB LTD CO ORD SHS | COM | G0176J109 | 69,566 | 766,910 | SH | | SOLE | 0 | 0 | 0 | 766,910 |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 41,249 | 35,049 | SH | | SOLE | 0 | 0 | 0 | 35,049 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 43,929 | 37,440 | SH | | SOLE | 0 | 0 | 0 | 37,440 |
AMAZON COM INC COM | COM | 023135106 | 87,129 | 48,928 | SH | | SOLE | 0 | 0 | 0 | 48,928 |
AMERESCO INC CL A | COM | 02361E108 | 8,733 | 539,750 | SH | | SOLE | 0 | 0 | 0 | 539,750 |
AMERICAN EXPRESS CO COM | COM | 025816109 | 15,422 | 141,100 | SH | | SOLE | 0 | 0 | 0 | 141,100 |
AMGEN INC COM | COM | 031162100 | 8,308 | 43,729 | SH | | SOLE | 0 | 0 | 0 | 43,729 |
ANSYS INC COM | COM | 03662Q105 | 15,494 | 84,800 | SH | | SOLE | 0 | 0 | 0 | 84,800 |
APPLE INC COM | COM | 037833100 | 90,352 | 475,662 | SH | | SOLE | 0 | 0 | 0 | 475,662 |
ARQULE INC COM | COM | 04269E107 | 5,269 | 1,100,000 | SH | | SOLE | 0 | 0 | 0 | 1,100,000 |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 25,982 | 1,065,712 | SH | | SOLE | 0 | 0 | 0 | 1,065,712 |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 30,393 | 389,000 | SH | | SOLE | 0 | 0 | 0 | 389,000 |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 47,841 | 455,110 | SH | | SOLE | 0 | 0 | 0 | 455,110 |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 12,512 | 78,326 | SH | | SOLE | 0 | 0 | 0 | 78,326 |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 41,098 | 249,304 | SH | | SOLE | 0 | 0 | 0 | 249,304 |
BAXTER INTL INC COM | COM | 071813109 | 14,457 | 177,800 | SH | | SOLE | 0 | 0 | 0 | 177,800 |
BOINGO WIRELESS INC COM | COM | 09739C102 | 12,804 | 550,000 | SH | | SOLE | 0 | 0 | 0 | 550,000 |
BOOKING HLDGS INC COM | COM | 09857L108 | 34,429 | 19,731 | SH | | SOLE | 0 | 0 | 0 | 19,731 |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 91,290 | 718,200 | SH | | SOLE | 0 | 0 | 0 | 718,200 |
CAVCO INDS INC DEL COM | COM | 149568107 | 10,578 | 90,000 | SH | | SOLE | 0 | 0 | 0 | 90,000 |
CELGENE CORP COM | COM | 151020104 | 12,264 | 130,000 | SH | | SOLE | 0 | 0 | 0 | 130,000 |
CENTENE CORP DEL COM | COM | 15135B101 | 28,482 | 536,382 | SH | | SOLE | 0 | 0 | 0 | 536,382 |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 46,789 | 369,900 | SH | | SOLE | 0 | 0 | 0 | 369,900 |
CHURCH & DWIGHT INC COM | COM | 171340102 | 12,163 | 170,752 | SH | | SOLE | 0 | 0 | 0 | 170,752 |
CISCO SYS INC COM | COM | 17275R102 | 28,374 | 525,537 | SH | | SOLE | 0 | 0 | 0 | 525,537 |
CLARUS CORP NEW COM | COM | 18270P109 | 640 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
COGNEX CORP COM | COM | 192422103 | 9,155 | 180,000 | SH | | SOLE | 0 | 0 | 0 | 180,000 |
COHERENT INC COM | COM | 192479103 | 2,312 | 16,314 | SH | | SOLE | 0 | 0 | 0 | 16,314 |
COLUMBIA SPORTSWEAR CO COM | COM | 198516106 | 9,282 | 89,100 | SH | | SOLE | 0 | 0 | 0 | 89,100 |
COMCAST CORP NEW CL A | COM | 20030N101 | 29,538 | 738,817 | SH | | SOLE | 0 | 0 | 0 | 738,817 |
COOPER COS INC COM NEW | COM | 216648402 | 85,831 | 289,803 | SH | | SOLE | 0 | 0 | 0 | 289,803 |
CREDICORP LTD COM | COM | G2519Y108 | 13,597 | 56,665 | SH | | SOLE | 0 | 0 | 0 | 56,665 |
DAQO NEW ENERGY CORP SPNSRD ADR NEW | ADR | 23703Q203 | 5,412 | 163,855 | SH | | SOLE | 0 | 0 | 0 | 163,855 |
DIGIMARC CORP NEW COM | COM | 25381B101 | 2,197 | 70,000 | SH | | SOLE | 0 | 0 | 0 | 70,000 |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 53,072 | 478,000 | SH | | SOLE | 0 | 0 | 0 | 478,000 |
EAST WEST BANCORP INC COM | COM | 27579R104 | 115,961 | 2,417,373 | SH | | SOLE | 0 | 0 | 0 | 2,417,373 |
ECOLAB INC COM | COM | 278865100 | 8,580 | 48,600 | SH | | SOLE | 0 | 0 | 0 | 48,600 |
EDWARDS LIFESCIENCES CORP COM | COM | 28176E108 | 13,010 | 68,000 | SH | | SOLE | 0 | 0 | 0 | 68,000 |
EVERBRIDGE INC COM | COM | 29978A104 | 12,752 | 170,000 | SH | | SOLE | 0 | 0 | 0 | 170,000 |
EVOLENT HEALTH INC CL A | COM | 30050B101 | 5,976 | 475,000 | SH | | SOLE | 0 | 0 | 0 | 475,000 |
EVOQUA WATER TECHNOLOGIES CO COM | COM | 30057T105 | 10,064 | 800,000 | SH | | SOLE | 0 | 0 | 0 | 800,000 |
EXACT SCIENCES CORP COM | COM | 30063P105 | 13,859 | 160,000 | SH | | SOLE | 0 | 0 | 0 | 160,000 |
FACEBOOK INC CL A | COM | 30303M102 | 15,721 | 94,310 | SH | | SOLE | 0 | 0 | 0 | 94,310 |
FAIR ISAAC CORP COM | COM | 303250104 | 69,266 | 255,000 | SH | | SOLE | 0 | 0 | 0 | 255,000 |
FIBROGEN INC COM | COM | 31572Q808 | 14,457 | 266,000 | SH | | SOLE | 0 | 0 | 0 | 266,000 |
FIRST HORIZON NATL CORP COM | COM | 320517105 | 13,980 | 1,000,000 | SH | | SOLE | 0 | 0 | 0 | 1,000,000 |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 55,800 | 555,443 | SH | | SOLE | 0 | 0 | 0 | 555,443 |
FIRST SOLAR INC COM | COM | 336433107 | 13,525 | 255,962 | SH | | SOLE | 0 | 0 | 0 | 255,962 |
FOAMIX PHARMACEUTICALS LTD SHS | COM | M46135105 | 2,550 | 680,000 | SH | | SOLE | 0 | 0 | 0 | 680,000 |
GATES INDUSTRIAL CORPRATIN P ORD SHS | COM | G39108108 | 4,732 | 330,000 | SH | | SOLE | 0 | 0 | 0 | 330,000 |
GILEAD SCIENCES INC COM | COM | 375558103 | 10,964 | 168,652 | SH | | SOLE | 0 | 0 | 0 | 168,652 |
GLU MOBILE INC COM | COM | 379890106 | 9,846 | 900,000 | SH | | SOLE | 0 | 0 | 0 | 900,000 |
GRAND CANYON ED INC COM | COM | 38526M106 | 142,799 | 1,247,044 | SH | | SOLE | 0 | 0 | 0 | 1,247,044 |
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B | ADR | 40051E202 | 63,801 | 394,415 | SH | | SOLE | 0 | 0 | 0 | 394,415 |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 19,761 | 770,702 | SH | | SOLE | 0 | 0 | 0 | 770,702 |
HOME DEPOT INC COM | COM | 437076102 | 63,350 | 330,139 | SH | | SOLE | 0 | 0 | 0 | 330,139 |
IAC INTERACTIVECORP COM | COM | 44919P508 | 81,997 | 390,256 | SH | | SOLE | 0 | 0 | 0 | 390,256 |
ILLUMINA INC COM | COM | 452327109 | 12,941 | 41,653 | SH | | SOLE | 0 | 0 | 0 | 41,653 |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 10,926 | 143,500 | SH | | SOLE | 0 | 0 | 0 | 143,500 |
INTERNATIONAL FLAVORS&FRAGRA COM | COM | 459506101 | 515 | 4,000 | SH | | SOLE | 0 | 0 | 0 | 4,000 |
INTUIT COM | COM | 461202103 | 17,345 | 66,350 | SH | | SOLE | 0 | 0 | 0 | 66,350 |
IPG PHOTONICS CORP COM | COM | 44980X109 | 41,751 | 275,078 | SH | | SOLE | 0 | 0 | 0 | 275,078 |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 1,513 | 171,705 | SH | | SOLE | 0 | 0 | 0 | 171,705 |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 6,007 | 333,728 | SH | | SOLE | 0 | 0 | 0 | 333,728 |
JOHNSON & JOHNSON COM | COM | 478160104 | 79,990 | 572,214 | SH | | SOLE | 0 | 0 | 0 | 572,214 |
KADANT INC COM | COM | 48282T104 | 53,506 | 608,300 | SH | | SOLE | 0 | 0 | 0 | 608,300 |
KAR AUCTION SVCS INC COM | COM | 48238T109 | 23,551 | 459,000 | SH | | SOLE | 0 | 0 | 0 | 459,000 |
LAS VEGAS SANDS CORP COM | COM | 517834107 | 19,141 | 314,000 | SH | | SOLE | 0 | 0 | 0 | 314,000 |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 27,845 | 168,195 | SH | | SOLE | 0 | 0 | 0 | 168,195 |
LCI INDS COM | COM | 50189K103 | 19,205 | 250,000 | SH | | SOLE | 0 | 0 | 0 | 250,000 |
LILLY ELI & CO COM | COM | 532457108 | 76,482 | 589,410 | SH | | SOLE | 0 | 0 | 0 | 589,410 |
MARTIN MARIETTA MATLS INC COM | COM | 573284106 | 5,935 | 29,500 | SH | | SOLE | 0 | 0 | 0 | 29,500 |
MASTEC INC COM | COM | 576323109 | 27,898 | 580,000 | SH | | SOLE | 0 | 0 | 0 | 580,000 |
MASTERCARD INC CL A | COM | 57636Q104 | 122,881 | 521,898 | SH | | SOLE | 0 | 0 | 0 | 521,898 |
MAXIMUS INC COM | COM | 577933104 | 12,776 | 180,000 | SH | | SOLE | 0 | 0 | 0 | 180,000 |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 51,508 | 435,181 | SH | | SOLE | 0 | 0 | 0 | 435,181 |
MERCK & CO INC COM | COM | 58933Y105 | 78,736 | 946,683 | SH | | SOLE | 0 | 0 | 0 | 946,683 |
MICROSOFT CORP COM | COM | 594918104 | 120,386 | 1,020,739 | SH | | SOLE | 0 | 0 | 0 | 1,020,739 |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 2,004 | 255,000 | SH | | SOLE | 0 | 0 | 0 | 255,000 |
MIRATI THERAPEUTICS INC COM | COM | 60468T105 | 2,932 | 40,000 | SH | | SOLE | 0 | 0 | 0 | 40,000 |
MOMO INC ADR | ADR | 60879B107 | 24,285 | 635,070 | SH | | SOLE | 0 | 0 | 0 | 635,070 |
MSA SAFETY INC COM | COM | 553498106 | 26,770 | 258,900 | SH | | SOLE | 0 | 0 | 0 | 258,900 |
MYOKARDIA INC COM | COM | 62857M105 | 2,755 | 53,000 | SH | | SOLE | 0 | 0 | 0 | 53,000 |
NASDAQ INC COM | COM | 631103108 | 53,504 | 611,549 | SH | | SOLE | 0 | 0 | 0 | 611,549 |
NATIONAL BK HLDGS CORP CL A | COM | 633707104 | 8,761 | 263,400 | SH | | SOLE | 0 | 0 | 0 | 263,400 |
NATIONAL VISION HLDGS INC COM | COM | 63845R107 | 6,223 | 198,000 | SH | | SOLE | 0 | 0 | 0 | 198,000 |
NEKTAR THERAPEUTICS COM | COM | 640268108 | 2,528 | 75,233 | SH | | SOLE | 0 | 0 | 0 | 75,233 |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 78,499 | 325,113 | SH | | SOLE | 0 | 0 | 0 | 325,113 |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 18,237 | 207,000 | SH | | SOLE | 0 | 0 | 0 | 207,000 |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 22,452 | 249,216 | SH | | SOLE | 0 | 0 | 0 | 249,216 |
NIKE INC CL B | COM | 654106103 | 21,608 | 256,600 | SH | | SOLE | 0 | 0 | 0 | 256,600 |
NU SKIN ENTERPRISES INC CL A | COM | 67018T105 | 5,743 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 18,623 | 1,100,000 | SH | | SOLE | 0 | 0 | 0 | 1,100,000 |
NVIDIA CORP COM | COM | 67066G104 | 29,414 | 163,812 | SH | | SOLE | 0 | 0 | 0 | 163,812 |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 14,173 | 256,994 | SH | | SOLE | 0 | 0 | 0 | 256,994 |
PARK CITY GROUP INC COM NEW | COM | 700215304 | 487 | 60,958 | SH | | SOLE | 0 | 0 | 0 | 60,958 |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 74,848 | 720,800 | SH | | SOLE | 0 | 0 | 0 | 720,800 |
PLANET FITNESS INC CL A | COM | 72703H101 | 8,246 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
PLURALSIGHT INC COM CL A | COM | 72941B106 | 5,713 | 180,000 | SH | | SOLE | 0 | 0 | 0 | 180,000 |
POOL CORPORATION COM | COM | 73278L105 | 91,621 | 555,378 | SH | | SOLE | 0 | 0 | 0 | 555,378 |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 83,919 | 1,164,085 | SH | | SOLE | 0 | 0 | 0 | 1,164,085 |
PROOFPOINT INC COM | COM | 743424103 | 12,143 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 26,795 | 388,000 | SH | | SOLE | 0 | 0 | 0 | 388,000 |
PROTO LABS INC COM | COM | 743713109 | 38,811 | 369,136 | SH | | SOLE | 0 | 0 | 0 | 369,136 |
QIWI PLC SPON ADR REP B | ADR | 74735M108 | 720 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
QUDIAN INC ADR | ADR | 747798106 | 506 | 100,000 | SH | | SOLE | 0 | 0 | 0 | 100,000 |
REDFIN CORP COM | COM | 75737F108 | 12,774 | 630,201 | SH | | SOLE | 0 | 0 | 0 | 630,201 |
REEDS INC COM | COM | 758338107 | 87 | 30,000 | SH | | SOLE | 0 | 0 | 0 | 30,000 |
RETROPHIN INC COM | COM | 761299106 | 10,474 | 462,856 | SH | | SOLE | 0 | 0 | 0 | 462,856 |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 17,020 | 97,000 | SH | | SOLE | 0 | 0 | 0 | 97,000 |
ROLLINS INC COM | COM | 775711104 | 14,567 | 350,000 | SH | | SOLE | 0 | 0 | 0 | 350,000 |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 60,491 | 527,754 | SH | | SOLE | 0 | 0 | 0 | 527,754 |
SALESFORCE COM INC COM | COM | 79466L302 | 10,769 | 68,000 | SH | | SOLE | 0 | 0 | 0 | 68,000 |
SANGAMO THERAPEUTICS INC COM | COM | 800677106 | 906 | 95,000 | SH | | SOLE | 0 | 0 | 0 | 95,000 |
SAREPTA THERAPEUTICS INC COM | COM | 803607100 | 3,159 | 26,500 | SH | | SOLE | 0 | 0 | 0 | 26,500 |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 13,558 | 200,000 | SH | | SOLE | 0 | 0 | 0 | 200,000 |
SERVICE CORP INTL COM | COM | 817565104 | 117,340 | 2,922,548 | SH | | SOLE | 0 | 0 | 0 | 2,922,548 |
SINA CORP ORD | COM | G81477104 | 4,591 | 77,500 | SH | | SOLE | 0 | 0 | 0 | 77,500 |
SMITH A O CORP COM | COM | 831865209 | 21,734 | 407,607 | SH | | SOLE | 0 | 0 | 0 | 407,607 |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 13,795 | 366,097 | SH | | SOLE | 0 | 0 | 0 | 366,097 |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 19,273 | 580,000 | SH | | SOLE | 0 | 0 | 0 | 580,000 |
STARBUCKS CORP COM | COM | 855244109 | 14,555 | 195,790 | SH | | SOLE | 0 | 0 | 0 | 195,790 |
STRATEGIC ED INC COM | COM | 86272C103 | 19,696 | 150,000 | SH | | SOLE | 0 | 0 | 0 | 150,000 |
SUNRUN INC COM | COM | 86771W105 | 10,998 | 782,248 | SH | | SOLE | 0 | 0 | 0 | 782,248 |
SUNTRUST BKS INC COM | COM | 867914103 | 4,491 | 75,805 | SH | | SOLE | 0 | 0 | 0 | 75,805 |
SVB FINL GROUP COM | COM | 78486Q101 | 48,354 | 217,459 | SH | | SOLE | 0 | 0 | 0 | 217,459 |
SYNCHRONY FINL COM | COM | 87165B103 | 12,856 | 403,000 | SH | | SOLE | 0 | 0 | 0 | 403,000 |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 874039100 | 43,827 | 1,070,000 | SH | | SOLE | 0 | 0 | 0 | 1,070,000 |
TAL EDUCATION GROUP SPONSORED ADS | COM | 874080104 | 4,275 | 118,500 | SH | | SOLE | 0 | 0 | 0 | 118,500 |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 16,622 | 332,500 | SH | | SOLE | 0 | 0 | 0 | 332,500 |
TE CONNECTIVITY LTD REG SHS | COM | H84989104 | 317 | 3,926 | SH | | SOLE | 0 | 0 | 0 | 3,926 |
TELADOC HEALTH INC COM | COM | 87918A105 | 13,435 | 241,639 | SH | | SOLE | 0 | 0 | 0 | 241,639 |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 98,917 | 361,379 | SH | | SOLE | 0 | 0 | 0 | 361,379 |
TIVITY HEALTH INC COM | COM | 88870R102 | 14,926 | 850,000 | SH | | SOLE | 0 | 0 | 0 | 850,000 |
TJX COS INC NEW COM | COM | 872540109 | 13,534 | 254,349 | SH | | SOLE | 0 | 0 | 0 | 254,349 |
TOTAL SYS SVCS INC COM | COM | 891906109 | 203 | 2,137 | SH | | SOLE | 0 | 0 | 0 | 2,137 |
TPI COMPOSITES INC COM | COM | 87266J104 | 49,626 | 1,733,947 | SH | | SOLE | 0 | 0 | 0 | 1,733,947 |
TREX CO INC COM | COM | 89531P105 | 11,996 | 195,000 | SH | | SOLE | 0 | 0 | 0 | 195,000 |
TRUPANION INC COM | COM | 898202106 | 15,388 | 470,000 | SH | | SOLE | 0 | 0 | 0 | 470,000 |
TYLER TECHNOLOGIES INC COM | COM | 902252105 | 8,176 | 40,000 | SH | | SOLE | 0 | 0 | 0 | 40,000 |
UMPQUA HLDGS CORP COM | COM | 904214103 | 18,414 | 1,116,000 | SH | | SOLE | 0 | 0 | 0 | 1,116,000 |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 144,864 | 585,876 | SH | | SOLE | 0 | 0 | 0 | 585,876 |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 6,900 | 45,144 | SH | | SOLE | 0 | 0 | 0 | 45,144 |
VAIL RESORTS INC COM | COM | 91879Q109 | 35,854 | 165,000 | SH | | SOLE | 0 | 0 | 0 | 165,000 |
WATSCO INC COM | COM | 942622200 | 25,549 | 178,400 | SH | | SOLE | 0 | 0 | 0 | 178,400 |
VEEVA SYS INC CL A COM | COM | 922475108 | 7,136 | 56,254 | SH | | SOLE | 0 | 0 | 0 | 56,254 |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 12,748 | 205,648 | SH | | SOLE | 0 | 0 | 0 | 205,648 |
WELBILT INC COM | COM | 949090104 | 42,096 | 2,569,942 | SH | | SOLE | 0 | 0 | 0 | 2,569,942 |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 13,612 | 74,000 | SH | | SOLE | 0 | 0 | 0 | 74,000 |
WESTERN ALLIANCE BANCORP COM | COM | 957638109 | 16,006 | 390,000 | SH | | SOLE | 0 | 0 | 0 | 390,000 |
WESTROCK CO COM | COM | 96145D105 | 9,864 | 257,209 | SH | | SOLE | 0 | 0 | 0 | 257,209 |
VISTEON CORP COM NEW | COM | 92839U206 | 8,082 | 120,000 | SH | | SOLE | 0 | 0 | 0 | 120,000 |
WORLDPAY INC CL A | COM | 981558109 | 44,537 | 392,399 | SH | | SOLE | 0 | 0 | 0 | 392,399 |
WYNN RESORTS LTD COM | COM | 983134107 | 3,902 | 32,700 | SH | | SOLE | 0 | 0 | 0 | 32,700 |
XYLEM INC COM | COM | 98419M100 | 53,905 | 682,000 | SH | | SOLE | 0 | 0 | 0 | 682,000 |
YANDEX N V SHS CLASS A | COM | N97284108 | 17,390 | 506,406 | SH | | SOLE | 0 | 0 | 0 | 506,406 |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 2,246 | 50,000 | SH | | SOLE | 0 | 0 | 0 | 50,000 |
YY INC SPONSORED ADS A | COM | 98426T106 | 1,067 | 12,700 | SH | | SOLE | 0 | 0 | 0 | 12,700 |
ZAYO GROUP HLDGS INC COM | COM | 98919V105 | 9,947 | 350,000 | SH | | SOLE | 0 | 0 | 0 | 350,000 |
ZIONS BANCORPORATION N A COM | COM | 989701107 | 9,082 | 200,000 | SH | | SOLE | 0 | 0 | 0 | 200,000 |
AQUAVENTURE HLDGS LTD SHS | COM | G0443N107 | 9,675 | 500,000 | SH | | SOLE | 0 | 0 | 0 | 500,000 |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 8,865 | 786,610 | SH | | SOLE | 0 | 0 | 0 | 786,610 |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 30,453 | 1,407,893 | SH | | SOLE | 0 | 0 | 0 | 1,407,893 |
EVERSPIN TECHNOLOGIES INC COM | COM | 30041T104 | 4,596 | 600,000 | SH | | SOLE | 0 | 0 | 0 | 600,000 |
GLOBAL WTR RES INC COM | COM | 379463102 | 7,538 | 768,417 | SH | | SOLE | 0 | 0 | 0 | 768,417 |
GRAVITY CO LTD SPONSORED ADS NE | COM | 38911N206 | 966 | 15,000 | SH | | SOLE | 0 | 0 | 0 | 15,000 |
LOOP INDS INC COM | COM | 543518104 | 158 | 20,000 | SH | | SOLE | 0 | 0 | 0 | 20,000 |
WILLDAN GROUP INC COM | COM | 96924N100 | 8,716 | 235,118 | SH | | SOLE | 0 | 0 | 0 | 235,118 |