The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 79,254 | 716,910 | SH | SOLE | 0 | 0 | 0 | 716,910 | |
AQUAVENTURE HLDGS LTD SHS | COM | G0443N107 | 13,979 | 700,000 | SH | SOLE | 0 | 0 | 0 | 700,000 | |
BIOHAVEN PHARMACTL HLDG CO L COM | COM | G11196105 | 6,656 | 152,000 | SH | SOLE | 0 | 0 | 0 | 152,000 | |
CREDICORP LTD COM | COM | G2519Y108 | 12,971 | 56,665 | SH | SOLE | 0 | 0 | 0 | 56,665 | |
GATES INDUSTRIAL CORPRATIN P ORD SHS | COM | G39108108 | 5,705 | 500,000 | SH | SOLE | 0 | 0 | 0 | 500,000 | |
SINA CORP ORD | COM | G81477104 | 431 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
TE CONNECTIVITY LTD REG SHS | COM | H84989104 | 297 | 3,100 | SH | SOLE | 0 | 0 | 0 | 3,100 | |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 39,936 | 345,438 | SH | SOLE | 0 | 0 | 0 | 345,438 | |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 28,794 | 260,181 | SH | SOLE | 0 | 0 | 0 | 260,181 | |
YANDEX N V SHS CLASS A | COM | N97284108 | 11,528 | 303,356 | SH | SOLE | 0 | 0 | 0 | 303,356 | |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 8,119 | 769,596 | SH | SOLE | 0 | 0 | 0 | 769,596 | |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 50,616 | 417,586 | SH | SOLE | 0 | 0 | 0 | 417,586 | |
ABBOTT LABS COM | COM | 002824100 | 86,974 | 1,034,177 | SH | SOLE | 0 | 0 | 0 | 1,034,177 | |
ABBVIE INC COM | COM | 00287Y109 | 35,015 | 481,500 | SH | SOLE | 0 | 0 | 0 | 481,500 | |
ABIOMED INC COM | COM | 003654100 | 6,642 | 25,500 | SH | SOLE | 0 | 0 | 0 | 25,500 | |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 27,151 | 575,239 | SH | SOLE | 0 | 0 | 0 | 575,239 | |
ADOBE INC COM | COM | 00724F101 | 22,842 | 77,522 | SH | SOLE | 0 | 0 | 0 | 77,522 | |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 11,400 | 385,800 | SH | SOLE | 0 | 0 | 0 | 385,800 | |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 9,278 | 186,000 | SH | SOLE | 0 | 0 | 0 | 186,000 | |
ALARM COM HLDGS INC COM | COM | 011642105 | 13,375 | 250,000 | SH | SOLE | 0 | 0 | 0 | 250,000 | |
ALBEMARLE CORP COM | COM | 012653101 | 30,041 | 426,659 | SH | SOLE | 0 | 0 | 0 | 426,659 | |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 12,639 | 96,496 | SH | SOLE | 0 | 0 | 0 | 96,496 | |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 324,373 | 1,914,270 | SH | SOLE | 0 | 0 | 0 | 1,914,270 | |
ALIGN TECHNOLOGY INC COM | COM | 016255101 | 10,852 | 39,649 | SH | SOLE | 0 | 0 | 0 | 39,649 | |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 40,469 | 37,440 | SH | SOLE | 0 | 0 | 0 | 37,440 | |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 41,741 | 38,549 | SH | SOLE | 0 | 0 | 0 | 38,549 | |
AMAZON COM INC COM | COM | 023135106 | 95,937 | 50,663 | SH | SOLE | 0 | 0 | 0 | 50,663 | |
AMERESCO INC CL A | COM | 02361E108 | 9,116 | 618,896 | SH | SOLE | 0 | 0 | 0 | 618,896 | |
AMERICAN EXPRESS CO COM | COM | 025816109 | 17,417 | 141,100 | SH | SOLE | 0 | 0 | 0 | 141,100 | |
AMGEN INC COM | COM | 031162100 | 16,425 | 89,128 | SH | SOLE | 0 | 0 | 0 | 89,128 | |
ANSYS INC COM | COM | 03662Q105 | 17,369 | 84,800 | SH | SOLE | 0 | 0 | 0 | 84,800 | |
APPLE INC COM | COM | 037833100 | 65,302 | 329,942 | SH | SOLE | 0 | 0 | 0 | 329,942 | |
ARQULE INC COM | COM | 04269E107 | 11,781 | 1,070,000 | SH | SOLE | 0 | 0 | 0 | 1,070,000 | |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 36,865 | 795,712 | SH | SOLE | 0 | 0 | 0 | 795,712 | |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 27,910 | 349,000 | SH | SOLE | 0 | 0 | 0 | 349,000 | |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 27,065 | 316,110 | SH | SOLE | 0 | 0 | 0 | 316,110 | |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 9,980 | 60,366 | SH | SOLE | 0 | 0 | 0 | 60,366 | |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 23,625 | 201,304 | SH | SOLE | 0 | 0 | 0 | 201,304 | |
BLOOM ENERGY CORP COM CL A | COM | 093712107 | 7,300 | 594,977 | SH | SOLE | 0 | 0 | 0 | 594,977 | |
BOINGO WIRELESS INC COM | COM | 09739C102 | 34,538 | 1,922,000 | SH | SOLE | 0 | 0 | 0 | 1,922,000 | |
BOOKING HLDGS INC COM | COM | 09857L108 | 36,990 | 19,731 | SH | SOLE | 0 | 0 | 0 | 19,731 | |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 105,337 | 698,200 | SH | SOLE | 0 | 0 | 0 | 698,200 | |
CAVCO INDS INC DEL COM | COM | 149568107 | 17,329 | 110,000 | SH | SOLE | 0 | 0 | 0 | 110,000 | |
CENTENE CORP DEL COM | COM | 15135B101 | 20,582 | 392,482 | SH | SOLE | 0 | 0 | 0 | 392,482 | |
CHURCH & DWIGHT INC COM | COM | 171340102 | 8,457 | 115,752 | SH | SOLE | 0 | 0 | 0 | 115,752 | |
CISCO SYS INC COM | COM | 17275R102 | 27,663 | 505,454 | SH | SOLE | 0 | 0 | 0 | 505,454 | |
CLARUS CORP NEW COM | COM | 18270P109 | 895 | 62,000 | SH | SOLE | 0 | 0 | 0 | 62,000 | |
COGNEX CORP COM | COM | 192422103 | 6,237 | 130,000 | SH | SOLE | 0 | 0 | 0 | 130,000 | |
COHERENT INC COM | COM | 192479103 | 1,992 | 14,604 | SH | SOLE | 0 | 0 | 0 | 14,604 | |
COLUMBIA SPORTSWEAR CO COM | COM | 198516106 | 36,468 | 364,100 | SH | SOLE | 0 | 0 | 0 | 364,100 | |
COMCAST CORP NEW CL A | COM | 20030N101 | 31,871 | 753,817 | SH | SOLE | 0 | 0 | 0 | 753,817 | |
COOPER COS INC COM NEW | COM | 216648402 | 105,270 | 312,477 | SH | SOLE | 0 | 0 | 0 | 312,477 | |
COREPOINT LODGING INC COM | COM | 21872L104 | 185 | 14,920 | SH | SOLE | 0 | 0 | 0 | 14,920 | |
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 17,811 | 67,400 | SH | SOLE | 0 | 0 | 0 | 67,400 | |
CRYOPORT INC COM PAR $0.001 | COM | 229050307 | 2,933 | 160,080 | SH | SOLE | 0 | 0 | 0 | 160,080 | |
CTRIP COM INTL LTD SPONSORED ADS | COM | 22943F100 | 1,846 | 50,000 | SH | SOLE | 0 | 0 | 0 | 50,000 | |
DAQO NEW ENERGY CORP SPNSRD ADR NEW | ADR | 23703Q203 | 6,899 | 162,834 | SH | SOLE | 0 | 0 | 0 | 162,834 | |
DIGIMARC CORP NEW COM | COM | 25381B101 | 3,995 | 90,000 | SH | SOLE | 0 | 0 | 0 | 90,000 | |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 60,066 | 430,147 | SH | SOLE | 0 | 0 | 0 | 430,147 | |
EAST WEST BANCORP INC COM | COM | 27579R104 | 124,593 | 2,663,951 | SH | SOLE | 0 | 0 | 0 | 2,663,951 | |
ECOLAB INC COM | COM | 278865100 | 9,971 | 50,500 | SH | SOLE | 0 | 0 | 0 | 50,500 | |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 27,419 | 1,280,083 | SH | SOLE | 0 | 0 | 0 | 1,280,083 | |
EVERBRIDGE INC COM | COM | 29978A104 | 14,307 | 160,000 | SH | SOLE | 0 | 0 | 0 | 160,000 | |
EVERSPIN TECHNOLOGIES INC COM | COM | 30041T104 | 3,912 | 600,000 | SH | SOLE | 0 | 0 | 0 | 600,000 | |
EVOLENT HEALTH INC CL A | COM | 30050B101 | 6,360 | 800,000 | SH | SOLE | 0 | 0 | 0 | 800,000 | |
EVOQUA WATER TECHNOLOGIES CO COM | COM | 30057T105 | 9,256 | 650,000 | SH | SOLE | 0 | 0 | 0 | 650,000 | |
EXACT SCIENCES CORP COM | COM | 30063P105 | 22,428 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
FACEBOOK INC CL A | COM | 30303M102 | 18,142 | 94,000 | SH | SOLE | 0 | 0 | 0 | 94,000 | |
FAIR ISAAC CORP COM | COM | 303250104 | 62,804 | 200,000 | SH | SOLE | 0 | 0 | 0 | 200,000 | |
FIBROGEN INC COM | COM | 31572Q808 | 10,211 | 226,000 | SH | SOLE | 0 | 0 | 0 | 226,000 | |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 19,705 | 316,954 | SH | SOLE | 0 | 0 | 0 | 316,954 | |
51JOB INC SPONSORED ADS | COM | 316827104 | 378 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | |
FIRST HORIZON NATL CORP COM | COM | 320517105 | 13,437 | 900,000 | SH | SOLE | 0 | 0 | 0 | 900,000 | |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 51,310 | 525,443 | SH | SOLE | 0 | 0 | 0 | 525,443 | |
FIRST SOLAR INC COM | COM | 336433107 | 16,438 | 250,280 | SH | SOLE | 0 | 0 | 0 | 250,280 | |
GAMESTOP CORP NEW CL A | COM | 36467W109 | 65 | 11,900 | SH | SOLE | 0 | 0 | 0 | 11,900 | |
GILEAD SCIENCES INC COM | COM | 375558103 | 6,699 | 99,157 | SH | SOLE | 0 | 0 | 0 | 99,157 | |
GLOBAL WTR RES INC COM | COM | 379463102 | 8,009 | 767,150 | SH | SOLE | 0 | 0 | 0 | 767,150 | |
GLU MOBILE INC COM | COM | 379890106 | 8,975 | 1,250,000 | SH | SOLE | 0 | 0 | 0 | 1,250,000 | |
GRAND CANYON ED INC COM | COM | 38526M106 | 144,778 | 1,237,210 | SH | SOLE | 0 | 0 | 0 | 1,237,210 | |
GRAVITY CO LTD SPONSORED ADS NE | COM | 38911N206 | 831 | 18,000 | SH | SOLE | 0 | 0 | 0 | 18,000 | |
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B | ADR | 40051E202 | 63,209 | 389,915 | SH | SOLE | 0 | 0 | 0 | 389,915 | |
GUARDANT HEALTH INC COM | COM | 40131M109 | 8,029 | 93,000 | SH | SOLE | 0 | 0 | 0 | 93,000 | |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 19,716 | 699,648 | SH | SOLE | 0 | 0 | 0 | 699,648 | |
HOME DEPOT INC COM | COM | 437076102 | 68,659 | 330,139 | SH | SOLE | 0 | 0 | 0 | 330,139 | |
IAC INTERACTIVECORP COM | COM | 44919P508 | 78,149 | 359,256 | SH | SOLE | 0 | 0 | 0 | 359,256 | |
IAA INC COM ADDED | COM | 449253103 | 15,512 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
IPG PHOTONICS CORP COM | COM | 44980X109 | 35,178 | 228,060 | SH | SOLE | 0 | 0 | 0 | 228,060 | |
ILLUMINA INC COM | COM | 452327109 | 22,329 | 60,653 | SH | SOLE | 0 | 0 | 0 | 60,653 | |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 12,332 | 143,500 | SH | SOLE | 0 | 0 | 0 | 143,500 | |
INTERNATIONAL FLAVORS&FRAGRA COM | COM | 459506101 | 266 | 1,830 | SH | SOLE | 0 | 0 | 0 | 1,830 | |
INTUIT COM | COM | 461202103 | 23,376 | 89,450 | SH | SOLE | 0 | 0 | 0 | 89,450 | |
INVITAE CORP COM | COM | 46185L103 | 7,872 | 335,000 | SH | SOLE | 0 | 0 | 0 | 335,000 | |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 958 | 101,705 | SH | SOLE | 0 | 0 | 0 | 101,705 | |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 19,688 | 650,000 | SH | SOLE | 0 | 0 | 0 | 650,000 | |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 2,891 | 133,273 | SH | SOLE | 0 | 0 | 0 | 133,273 | |
JOHNSON & JOHNSON COM | COM | 478160104 | 49,847 | 357,892 | SH | SOLE | 0 | 0 | 0 | 357,892 | |
KAR AUCTION SVCS INC COM | COM | 48238T109 | 10,000 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
KADANT INC COM | COM | 48282T104 | 58,509 | 644,300 | SH | SOLE | 0 | 0 | 0 | 644,300 | |
KEYSIGHT TECHNOLOGIES INC COM | COM | 49338L103 | 13,148 | 146,400 | SH | SOLE | 0 | 0 | 0 | 146,400 | |
LCI INDS COM | COM | 50189K103 | 19,800 | 220,000 | SH | SOLE | 0 | 0 | 0 | 220,000 | |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 28,967 | 158,195 | SH | SOLE | 0 | 0 | 0 | 158,195 | |
LILLY ELI & CO COM | COM | 532457108 | 87,135 | 786,486 | SH | SOLE | 0 | 0 | 0 | 786,486 | |
LOOP INDS INC COM | COM | 543518104 | 1,450 | 146,625 | SH | SOLE | 0 | 0 | 0 | 146,625 | |
MSA SAFETY INC COM | COM | 553498106 | 25,370 | 240,729 | SH | SOLE | 0 | 0 | 0 | 240,729 | |
MARTIN MARIETTA MATLS INC COM | COM | 573284106 | 6,788 | 29,500 | SH | SOLE | 0 | 0 | 0 | 29,500 | |
MASIMO CORP COM | COM | 574795100 | 19,867 | 133,500 | SH | SOLE | 0 | 0 | 0 | 133,500 | |
MASTEC INC COM | COM | 576323109 | 29,887 | 580,000 | SH | SOLE | 0 | 0 | 0 | 580,000 | |
MASTERCARD INC CL A | COM | 57636Q104 | 131,504 | 497,125 | SH | SOLE | 0 | 0 | 0 | 497,125 | |
MAXIMUS INC COM | COM | 577933104 | 14,508 | 200,000 | SH | SOLE | 0 | 0 | 0 | 200,000 | |
MERCK & CO INC COM | COM | 58933Y105 | 75,858 | 904,683 | SH | SOLE | 0 | 0 | 0 | 904,683 | |
MICROSOFT CORP COM | COM | 594918104 | 141,440 | 1,055,839 | SH | SOLE | 0 | 0 | 0 | 1,055,839 | |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 1,436 | 255,000 | SH | SOLE | 0 | 0 | 0 | 255,000 | |
MIRATI THERAPEUTICS INC COM | COM | 60468T105 | 4,223 | 41,000 | SH | SOLE | 0 | 0 | 0 | 41,000 | |
MOMO INC ADR | ADR | 60879B107 | 39,741 | 1,110,070 | SH | SOLE | 0 | 0 | 0 | 1,110,070 | |
MYOKARDIA INC COM | COM | 62857M105 | 2,156 | 43,000 | SH | SOLE | 0 | 0 | 0 | 43,000 | |
NAPCO SEC TECHNOLOGIES INC COM | COM | 630402105 | 890 | 30,000 | SH | SOLE | 0 | 0 | 0 | 30,000 | |
NASDAQ INC COM | COM | 631103108 | 58,163 | 604,794 | SH | SOLE | 0 | 0 | 0 | 604,794 | |
NATIONAL BK HLDGS CORP CL A | COM | 633707104 | 11,979 | 330,000 | SH | SOLE | 0 | 0 | 0 | 330,000 | |
NATIONAL VISION HLDGS INC COM | COM | 63845R107 | 4,394 | 143,000 | SH | SOLE | 0 | 0 | 0 | 143,000 | |
NEKTAR THERAPEUTICS COM | COM | 640268108 | 2,100 | 59,033 | SH | SOLE | 0 | 0 | 0 | 59,033 | |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 62,481 | 244,285 | SH | SOLE | 0 | 0 | 0 | 244,285 | |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 14,944 | 177,000 | SH | SOLE | 0 | 0 | 0 | 177,000 | |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 26,001 | 269,216 | SH | SOLE | 0 | 0 | 0 | 269,216 | |
NIKE INC CL B | COM | 654106103 | 17,176 | 204,600 | SH | SOLE | 0 | 0 | 0 | 204,600 | |
NU SKIN ENTERPRISES INC CL A | COM | 67018T105 | 7,398 | 150,000 | SH | SOLE | 0 | 0 | 0 | 150,000 | |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 15,970 | 1,000,000 | SH | SOLE | 0 | 0 | 0 | 1,000,000 | |
NVIDIA CORP COM | COM | 67066G104 | 31,337 | 190,812 | SH | SOLE | 0 | 0 | 0 | 190,812 | |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 14,898 | 235,021 | SH | SOLE | 0 | 0 | 0 | 235,021 | |
PRA HEALTH SCIENCES INC COM | COM | 69354M108 | 278 | 2,800 | SH | SOLE | 0 | 0 | 0 | 2,800 | |
PTC THERAPEUTICS INC COM | COM | 69366J200 | 12,150 | 270,000 | SH | SOLE | 0 | 0 | 0 | 270,000 | |
PARK CITY GROUP INC COM NEW | COM | 700215304 | 6,184 | 1,153,641 | SH | SOLE | 0 | 0 | 0 | 1,153,641 | |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 73,955 | 646,120 | SH | SOLE | 0 | 0 | 0 | 646,120 | |
PLANET FITNESS INC CL A | COM | 72703H101 | 7,244 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
PLURALSIGHT INC COM CL A | COM | 72941B106 | 6,822 | 225,000 | SH | SOLE | 0 | 0 | 0 | 225,000 | |
POOL CORPORATION COM | COM | 73278L105 | 105,519 | 552,454 | SH | SOLE | 0 | 0 | 0 | 552,454 | |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 91,447 | 1,144,085 | SH | SOLE | 0 | 0 | 0 | 1,144,085 | |
PROOFPOINT INC COM | COM | 743424103 | 12,025 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 29,590 | 448,000 | SH | SOLE | 0 | 0 | 0 | 448,000 | |
PROTO LABS INC COM | COM | 743713109 | 40,159 | 346,136 | SH | SOLE | 0 | 0 | 0 | 346,136 | |
QUDIAN INC ADR | ADR | 747798106 | 375 | 50,000 | SH | SOLE | 0 | 0 | 0 | 50,000 | |
REDFIN CORP COM | COM | 75737F108 | 17,890 | 995,000 | SH | SOLE | 0 | 0 | 0 | 995,000 | |
REEDS INC COM | COM | 758338107 | 2,268 | 600,000 | SH | SOLE | 0 | 0 | 0 | 600,000 | |
RETROPHIN INC COM | COM | 761299106 | 12,312 | 612,856 | SH | SOLE | 0 | 0 | 0 | 612,856 | |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 19,594 | 119,600 | SH | SOLE | 0 | 0 | 0 | 119,600 | |
ROLLINS INC COM | COM | 775711104 | 12,554 | 350,000 | SH | SOLE | 0 | 0 | 0 | 350,000 | |
SVB FINL GROUP COM | COM | 78486Q101 | 42,750 | 190,346 | SH | SOLE | 0 | 0 | 0 | 190,346 | |
SALESFORCE COM INC COM | COM | 79466L302 | 18,815 | 124,000 | SH | SOLE | 0 | 0 | 0 | 124,000 | |
SAREPTA THERAPEUTICS INC COM | COM | 803607100 | 3,267 | 21,500 | SH | SOLE | 0 | 0 | 0 | 21,500 | |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 13,226 | 180,000 | SH | SOLE | 0 | 0 | 0 | 180,000 | |
SERVICE CORP INTL COM | COM | 817565104 | 146,268 | 3,126,725 | SH | SOLE | 0 | 0 | 0 | 3,126,725 | |
SMITH A O CORP COM | COM | 831865209 | 16,773 | 355,670 | SH | SOLE | 0 | 0 | 0 | 355,670 | |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 15,283 | 244,682 | SH | SOLE | 0 | 0 | 0 | 244,682 | |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 18,780 | 580,000 | SH | SOLE | 0 | 0 | 0 | 580,000 | |
STARBUCKS CORP COM | COM | 855244109 | 15,970 | 190,500 | SH | SOLE | 0 | 0 | 0 | 190,500 | |
STRATEGIC ED INC COM | COM | 86272C103 | 23,140 | 130,000 | SH | SOLE | 0 | 0 | 0 | 130,000 | |
SUNRUN INC COM | COM | 86771W105 | 16,270 | 867,277 | SH | SOLE | 0 | 0 | 0 | 867,277 | |
SYNCHRONY FINL COM | COM | 87165B103 | 12,412 | 358,000 | SH | SOLE | 0 | 0 | 0 | 358,000 | |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 16,598 | 332,500 | SH | SOLE | 0 | 0 | 0 | 332,500 | |
TJX COS INC NEW COM | COM | 872540109 | 10,630 | 201,015 | SH | SOLE | 0 | 0 | 0 | 201,015 | |
TPI COMPOSITES INC COM | COM | 87266J104 | 46,924 | 1,898,234 | SH | SOLE | 0 | 0 | 0 | 1,898,234 | |
TABULA RASA HEALTHCARE INC COM | COM | 873379101 | 6,241 | 125,000 | SH | SOLE | 0 | 0 | 0 | 125,000 | |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 874039100 | 41,912 | 1,070,000 | SH | SOLE | 0 | 0 | 0 | 1,070,000 | |
TAL EDUCATION GROUP SPONSORED ADS | COM | 874080104 | 5,277 | 138,500 | SH | SOLE | 0 | 0 | 0 | 138,500 | |
TELADOC HEALTH INC COM | COM | 87918A105 | 18,372 | 276,639 | SH | SOLE | 0 | 0 | 0 | 276,639 | |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 101,530 | 345,718 | SH | SOLE | 0 | 0 | 0 | 345,718 | |
TIVITY HEALTH INC COM | COM | 88870R102 | 13,152 | 800,000 | SH | SOLE | 0 | 0 | 0 | 800,000 | |
TREX CO INC COM | COM | 89531P105 | 35,133 | 490,000 | SH | SOLE | 0 | 0 | 0 | 490,000 | |
TRUPANION INC COM | COM | 898202106 | 14,452 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
TYLER TECHNOLOGIES INC COM | COM | 902252105 | 10,801 | 50,000 | SH | SOLE | 0 | 0 | 0 | 50,000 | |
UMPQUA HLDGS CORP COM | COM | 904214103 | 18,183 | 1,096,000 | SH | SOLE | 0 | 0 | 0 | 1,096,000 | |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 153,348 | 628,449 | SH | SOLE | 0 | 0 | 0 | 628,449 | |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 4,948 | 26,312 | SH | SOLE | 0 | 0 | 0 | 26,312 | |
VAIL RESORTS INC COM | COM | 91879Q109 | 33,477 | 150,000 | SH | SOLE | 0 | 0 | 0 | 150,000 | |
VEEVA SYS INC CL A COM | COM | 922475108 | 11,246 | 69,374 | SH | SOLE | 0 | 0 | 0 | 69,374 | |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 18,521 | 101,000 | SH | SOLE | 0 | 0 | 0 | 101,000 | |
VISTEON CORP COM NEW | COM | 92839U206 | 8,201 | 140,000 | SH | SOLE | 0 | 0 | 0 | 140,000 | |
WATSCO INC COM | COM | 942622200 | 19,624 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 7,432 | 170,648 | SH | SOLE | 0 | 0 | 0 | 170,648 | |
WELBILT INC COM | COM | 949090104 | 43,753 | 2,619,942 | SH | SOLE | 0 | 0 | 0 | 2,619,942 | |
WESTERN ALLIANCE BANCORP COM | COM | 957638109 | 21,242 | 475,000 | SH | SOLE | 0 | 0 | 0 | 475,000 | |
WESTROCK CO COM | COM | 96145D105 | 10,839 | 297,209 | SH | SOLE | 0 | 0 | 0 | 297,209 | |
WILLDAN GROUP INC COM | COM | 96924N100 | 10,846 | 291,176 | SH | SOLE | 0 | 0 | 0 | 291,176 | |
WORLDPAY INC CL A | COM | 981558109 | 39,503 | 322,343 | SH | SOLE | 0 | 0 | 0 | 322,343 | |
XYLEM INC COM | COM | 98419M100 | 55,788 | 667,000 | SH | SOLE | 0 | 0 | 0 | 667,000 | |
YY INC SPONSORED ADS A | COM | 98426T106 | 885 | 12,700 | SH | SOLE | 0 | 0 | 0 | 12,700 | |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 8,316 | 180,000 | SH | SOLE | 0 | 0 | 0 | 180,000 | |
ZIONS BANCORPORATION N A COM | COM | 989701107 | 10,575 | 230,000 | SH | SOLE | 0 | 0 | 0 | 230,000 | |
ZTO EXPRESS CAYMAN INC SPONSORED ADS A | COM | 98980A105 | 382 | 20,000 | SH | SOLE | 0 | 0 | 0 | 20,000 |