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 | 59,123 | 570,410 | SH | SOLE | 0 | 0 | 0 | 570,410 | |
AQUAVENTURE HLDGS LTD SHS | COM | G0443N107 | 21,276 | 1,095,000 | SH | SOLE | 0 | 0 | 0 | 1,095,000 | |
BIOHAVEN PHARMACTL HLDG CO L COM | COM | G11196105 | 9,679 | 232,000 | SH | SOLE | 0 | 0 | 0 | 232,000 | |
CREDICORP LTD COM | COM | G2519Y108 | 11,811 | 56,665 | SH | SOLE | 0 | 0 | 0 | 56,665 | |
GATES INDUSTRIAL CORPRATIN P ORD SHS | COM | G39108108 | 1,696 | 168,402 | SH | SOLE | 0 | 0 | 0 | 168,402 | |
SINA CORP ORD | COM | G81477104 | 392 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 37,825 | 345,438 | SH | SOLE | 0 | 0 | 0 | 345,438 | |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 34,486 | 314,681 | SH | SOLE | 0 | 0 | 0 | 314,681 | |
YANDEX N V SHS CLASS A | COM | N97284108 | 11,933 | 340,856 | SH | SOLE | 0 | 0 | 0 | 340,856 | |
INTERCORP FINL SVCS INC SHS ADDED | COM | P5626F128 | 17,248 | 418,345 | SH | SOLE | 0 | 0 | 0 | 418,345 | |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 9,235 | 769,596 | SH | SOLE | 0 | 0 | 0 | 769,596 | |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 44,316 | 409,086 | SH | SOLE | 0 | 0 | 0 | 409,086 | |
ABBOTT LABS COM | COM | 002824100 | 94,528 | 1,129,777 | SH | SOLE | 0 | 0 | 0 | 1,129,777 | |
ABBVIE INC COM | COM | 00287Y109 | 48,461 | 640,005 | SH | SOLE | 0 | 0 | 0 | 640,005 | |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 28,193 | 532,739 | SH | SOLE | 0 | 0 | 0 | 532,739 | |
ADOBE INC COM | COM | 00724F101 | 19,509 | 70,622 | SH | SOLE | 0 | 0 | 0 | 70,622 | |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 5,920 | 308,000 | SH | SOLE | 0 | 0 | 0 | 308,000 | |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 5,054 | 156,000 | SH | SOLE | 0 | 0 | 0 | 156,000 | |
ALARM COM HLDGS INC COM | COM | 011642105 | 15,158 | 325,000 | SH | SOLE | 0 | 0 | 0 | 325,000 | |
ALBEMARLE CORP COM | COM | 012653101 | 29,661 | 426,659 | SH | SOLE | 0 | 0 | 0 | 426,659 | |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 8,006 | 81,746 | SH | SOLE | 0 | 0 | 0 | 81,746 | |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 262,843 | 1,571,746 | SH | SOLE | 0 | 0 | 0 | 1,571,746 | |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 45,639 | 37,440 | SH | SOLE | 0 | 0 | 0 | 37,440 | |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 45,889 | 37,579 | SH | SOLE | 0 | 0 | 0 | 37,579 | |
AMAZON COM INC COM | COM | 023135106 | 86,384 | 49,763 | SH | SOLE | 0 | 0 | 0 | 49,763 | |
AMERESCO INC CL A | COM | 02361E108 | 9,946 | 618,896 | SH | SOLE | 0 | 0 | 0 | 618,896 | |
AMERICAN EXPRESS CO COM | COM | 025816109 | 17,222 | 145,600 | SH | SOLE | 0 | 0 | 0 | 145,600 | |
AMGEN INC COM | COM | 031162100 | 37,953 | 196,128 | SH | SOLE | 0 | 0 | 0 | 196,128 | |
ANSYS INC COM | COM | 03662Q105 | 18,771 | 84,800 | SH | SOLE | 0 | 0 | 0 | 84,800 | |
APPLE INC COM | COM | 037833100 | 80,079 | 357,542 | SH | SOLE | 0 | 0 | 0 | 357,542 | |
ARENA PHARMACEUTICALS INC COM NEW | COM | 040047607 | 3,204 | 70,000 | SH | SOLE | 0 | 0 | 0 | 70,000 | |
ARQULE INC COM | COM | 04269E107 | 6,596 | 920,000 | SH | SOLE | 0 | 0 | 0 | 920,000 | |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 19,262 | 250,000 | SH | SOLE | 0 | 0 | 0 | 250,000 | |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 21,706 | 261,110 | SH | SOLE | 0 | 0 | 0 | 261,110 | |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 18,065 | 111,910 | SH | SOLE | 0 | 0 | 0 | 111,910 | |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 15,034 | 146,304 | SH | SOLE | 0 | 0 | 0 | 146,304 | |
BLOOM ENERGY CORP COM CL A | COM | 093712107 | 4,282 | 1,317,631 | SH | SOLE | 0 | 0 | 0 | 1,317,631 | |
BOINGO WIRELESS INC COM | COM | 09739C102 | 27,750 | 2,500,000 | SH | SOLE | 0 | 0 | 0 | 2,500,000 | |
BOOKING HLDGS INC COM | COM | 09857L108 | 38,724 | 19,731 | SH | SOLE | 0 | 0 | 0 | 19,731 | |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 87,017 | 570,601 | SH | SOLE | 0 | 0 | 0 | 570,601 | |
CAVCO INDS INC DEL COM | COM | 149568107 | 24,011 | 125,000 | SH | SOLE | 0 | 0 | 0 | 125,000 | |
CHURCH & DWIGHT INC COM | COM | 171340102 | 9,442 | 125,497 | SH | SOLE | 0 | 0 | 0 | 125,497 | |
CISCO SYS INC COM | COM | 17275R102 | 20,650 | 417,934 | SH | SOLE | 0 | 0 | 0 | 417,934 | |
CLARUS CORP NEW COM | COM | 18270P109 | 938 | 80,000 | SH | SOLE | 0 | 0 | 0 | 80,000 | |
COGNEX CORP COM | COM | 192422103 | 2,948 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
COLUMBIA SPORTSWEAR CO COM | COM | 198516106 | 38,465 | 397,000 | SH | SOLE | 0 | 0 | 0 | 397,000 | |
COMCAST CORP NEW CL A | COM | 20030N101 | 33,328 | 739,317 | SH | SOLE | 0 | 0 | 0 | 739,317 | |
COOPER COS INC COM NEW | COM | 216648402 | 91,639 | 308,550 | SH | SOLE | 0 | 0 | 0 | 308,550 | |
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 9,508 | 33,000 | SH | SOLE | 0 | 0 | 0 | 33,000 | |
CRYOPORT INC COM PAR $0.001 | COM | 229050307 | 2,944 | 180,000 | SH | SOLE | 0 | 0 | 0 | 180,000 | |
CTRIP COM INTL LTD SPONSORED ADS | COM | 22943F100 | 4,481 | 153,000 | SH | SOLE | 0 | 0 | 0 | 153,000 | |
DAQO NEW ENERGY CORP SPNSRD ADR NEW | ADR | 23703Q203 | 9,532 | 206,823 | SH | SOLE | 0 | 0 | 0 | 206,823 | |
DEXCOM INC COM | COM | 252131107 | 2,239 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
DIGIMARC CORP NEW COM | COM | 25381B101 | 3,909 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 53,450 | 410,147 | SH | SOLE | 0 | 0 | 0 | 410,147 | |
EAST WEST BANCORP INC COM | COM | 27579R104 | 95,143 | 2,148,192 | SH | SOLE | 0 | 0 | 0 | 2,148,192 | |
ECOLAB INC COM | COM | 278865100 | 7,922 | 40,000 | SH | SOLE | 0 | 0 | 0 | 40,000 | |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 25,693 | 1,282,083 | SH | SOLE | 0 | 0 | 0 | 1,282,083 | |
EVERBRIDGE INC COM | COM | 29978A104 | 9,874 | 160,000 | SH | SOLE | 0 | 0 | 0 | 160,000 | |
EVERSPIN TECHNOLOGIES INC COM | COM | 30041T104 | 3,984 | 650,000 | SH | SOLE | 0 | 0 | 0 | 650,000 | |
EVOLENT HEALTH INC CL A | COM | 30050B101 | 5,392 | 750,000 | SH | SOLE | 0 | 0 | 0 | 750,000 | |
EVOQUA WATER TECHNOLOGIES CO COM | COM | 30057T105 | 10,613 | 623,544 | SH | SOLE | 0 | 0 | 0 | 623,544 | |
EXACT SCIENCES CORP COM | COM | 30063P105 | 22,773 | 252,000 | SH | SOLE | 0 | 0 | 0 | 252,000 | |
FACEBOOK INC CL A | COM | 30303M102 | 16,205 | 91,000 | SH | SOLE | 0 | 0 | 0 | 91,000 | |
FAIR ISAAC CORP COM | COM | 303250104 | 53,025 | 174,700 | SH | SOLE | 0 | 0 | 0 | 174,700 | |
FIBROGEN INC COM | COM | 31572Q808 | 7,248 | 196,000 | SH | SOLE | 0 | 0 | 0 | 196,000 | |
FIDELITY NATL INFORMATION SV COM | COM | 31620M106 | 47,709 | 359,359 | SH | SOLE | 0 | 0 | 0 | 359,359 | |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 7,739 | 156,954 | SH | SOLE | 0 | 0 | 0 | 156,954 | |
51JOB INC SPONSORED ADS | COM | 316827104 | 370 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | |
FIRST HORIZON NATL CORP COM | COM | 320517105 | 17,820 | 1,100,000 | SH | SOLE | 0 | 0 | 0 | 1,100,000 | |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 49,795 | 514,943 | SH | SOLE | 0 | 0 | 0 | 514,943 | |
FIRST SOLAR INC COM | COM | 336433107 | 14,519 | 250,280 | SH | SOLE | 0 | 0 | 0 | 250,280 | |
GLOBAL WTR RES INC COM | COM | 379463102 | 12,151 | 1,026,257 | SH | SOLE | 0 | 0 | 0 | 1,026,257 | |
GLU MOBILE INC COM | COM | 379890106 | 6,986 | 1,400,000 | SH | SOLE | 0 | 0 | 0 | 1,400,000 | |
GRAND CANYON ED INC COM | COM | 38526M106 | 105,573 | 1,075,080 | SH | SOLE | 0 | 0 | 0 | 1,075,080 | |
GUARDANT HEALTH INC COM | COM | 40131M109 | 2,106 | 33,000 | SH | SOLE | 0 | 0 | 0 | 33,000 | |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 20,395 | 699,648 | SH | SOLE | 0 | 0 | 0 | 699,648 | |
HOME DEPOT INC COM | COM | 437076102 | 74,023 | 319,039 | SH | SOLE | 0 | 0 | 0 | 319,039 | |
HUAZHU GROUP LTD SPONSORED ADS | COM | 44332N106 | 495 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
IAC INTERACTIVECORP COM | COM | 44919P508 | 79,310 | 363,856 | SH | SOLE | 0 | 0 | 0 | 363,856 | |
IAA INC COM | COM | 449253103 | 17,944 | 430,000 | SH | SOLE | 0 | 0 | 0 | 430,000 | |
IPG PHOTONICS CORP COM | COM | 44980X109 | 1,313 | 9,686 | SH | SOLE | 0 | 0 | 0 | 9,686 | |
ILLUMINA INC COM | COM | 452327109 | 8,179 | 26,884 | SH | SOLE | 0 | 0 | 0 | 26,884 | |
INSULET CORP COM | COM | 45784P101 | 3,299 | 20,000 | SH | SOLE | 0 | 0 | 0 | 20,000 | |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 12,161 | 131,800 | SH | SOLE | 0 | 0 | 0 | 131,800 | |
INTUIT COM | COM | 461202103 | 26,189 | 98,476 | SH | SOLE | 0 | 0 | 0 | 98,476 | |
INVITAE CORP COM | COM | 46185L103 | 6,070 | 315,000 | SH | SOLE | 0 | 0 | 0 | 315,000 | |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 855 | 101,705 | SH | SOLE | 0 | 0 | 0 | 101,705 | |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 16,785 | 595,000 | SH | SOLE | 0 | 0 | 0 | 595,000 | |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 2,733 | 171,354 | SH | SOLE | 0 | 0 | 0 | 171,354 | |
JOHNSON & JOHNSON COM | COM | 478160104 | 40,477 | 312,851 | SH | SOLE | 0 | 0 | 0 | 312,851 | |
KAR AUCTION SVCS INC COM | COM | 48238T109 | 9,820 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
KADANT INC COM | COM | 48282T104 | 44,185 | 503,300 | SH | SOLE | 0 | 0 | 0 | 503,300 | |
KEYSIGHT TECHNOLOGIES INC COM | COM | 49338L103 | 13,810 | 142,000 | SH | SOLE | 0 | 0 | 0 | 142,000 | |
KROGER CO COM | COM | 501044101 | 22,171 | 860,000 | SH | SOLE | 0 | 0 | 0 | 860,000 | |
LCI INDS COM | COM | 50189K103 | 19,288 | 210,000 | SH | SOLE | 0 | 0 | 0 | 210,000 | |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 29,944 | 150,511 | SH | SOLE | 0 | 0 | 0 | 150,511 | |
LILLY ELI & CO COM | COM | 532457108 | 99,136 | 886,486 | SH | SOLE | 0 | 0 | 0 | 886,486 | |
LOOP INDS INC COM | COM | 543518104 | 5,212 | 406,584 | SH | SOLE | 0 | 0 | 0 | 406,584 | |
MSA SAFETY INC COM | COM | 553498106 | 24,375 | 223,400 | SH | SOLE | 0 | 0 | 0 | 223,400 | |
MASIMO CORP COM | COM | 574795100 | 33,701 | 226,500 | SH | SOLE | 0 | 0 | 0 | 226,500 | |
MASTEC INC COM | COM | 576323109 | 40,127 | 618,000 | SH | SOLE | 0 | 0 | 0 | 618,000 | |
MASTERCARD INC CL A | COM | 57636Q104 | 108,574 | 399,800 | SH | SOLE | 0 | 0 | 0 | 399,800 | |
MAXIMUS INC COM | COM | 577933104 | 16,997 | 220,000 | SH | SOLE | 0 | 0 | 0 | 220,000 | |
MERCK & CO INC COM | COM | 58933Y105 | 76,577 | 909,683 | SH | SOLE | 0 | 0 | 0 | 909,683 | |
MICROSOFT CORP COM | COM | 594918104 | 138,337 | 995,016 | SH | SOLE | 0 | 0 | 0 | 995,016 | |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 1,976 | 255,000 | SH | SOLE | 0 | 0 | 0 | 255,000 | |
MIRATI THERAPEUTICS INC COM | COM | 60468T105 | 4,402 | 56,500 | SH | SOLE | 0 | 0 | 0 | 56,500 | |
MOMO INC ADR | ADR | 60879B107 | 31,137 | 1,005,070 | SH | SOLE | 0 | 0 | 0 | 1,005,070 | |
MYOKARDIA INC COM | COM | 62857M105 | 2,764 | 53,000 | SH | SOLE | 0 | 0 | 0 | 53,000 | |
NAPCO SEC TECHNOLOGIES INC COM | COM | 630402105 | 1,531 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
NASDAQ INC COM | COM | 631103108 | 58,915 | 593,000 | SH | SOLE | 0 | 0 | 0 | 593,000 | |
NATIONAL BK HLDGS CORP CL A | COM | 633707104 | 13,676 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
NATIONAL VISION HLDGS INC COM | COM | 63845R107 | 2,915 | 121,100 | SH | SOLE | 0 | 0 | 0 | 121,100 | |
NETEASE INC SPONSORED ADS | COM | 64110W102 | 40,060 | 150,500 | SH | SOLE | 0 | 0 | 0 | 150,500 | |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 18,382 | 204,000 | SH | SOLE | 0 | 0 | 0 | 204,000 | |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 25,942 | 234,216 | SH | SOLE | 0 | 0 | 0 | 234,216 | |
NEXTERA ENERGY INC COM | COM | 65339F101 | 5,825 | 25,000 | SH | SOLE | 0 | 0 | 0 | 25,000 | |
NIKE INC CL B | COM | 654106103 | 21,751 | 231,591 | SH | SOLE | 0 | 0 | 0 | 231,591 | |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 41,486 | 2,543,571 | SH | SOLE | 0 | 0 | 0 | 2,543,571 | |
NVIDIA CORP COM | COM | 67066G104 | 33,702 | 193,612 | SH | SOLE | 0 | 0 | 0 | 193,612 | |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 17,460 | 235,021 | SH | SOLE | 0 | 0 | 0 | 235,021 | |
PTC THERAPEUTICS INC COM | COM | 69366J200 | 10,924 | 323,000 | SH | SOLE | 0 | 0 | 0 | 323,000 | |
PARK CITY GROUP INC COM NEW | COM | 700215304 | 6,551 | 1,135,325 | SH | SOLE | 0 | 0 | 0 | 1,135,325 | |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 55,721 | 537,902 | SH | SOLE | 0 | 0 | 0 | 537,902 | |
PLANET FITNESS INC CL A | COM | 72703H101 | 9,259 | 160,000 | SH | SOLE | 0 | 0 | 0 | 160,000 | |
PLURALSIGHT INC COM CL A | COM | 72941B106 | 5,878 | 350,000 | SH | SOLE | 0 | 0 | 0 | 350,000 | |
POOL CORPORATION COM | COM | 73278L105 | 104,108 | 516,154 | SH | SOLE | 0 | 0 | 0 | 516,154 | |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 85,986 | 1,113,085 | SH | SOLE | 0 | 0 | 0 | 1,113,085 | |
PROOFPOINT INC COM | COM | 743424103 | 15,486 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 29,311 | 415,000 | SH | SOLE | 0 | 0 | 0 | 415,000 | |
PROTO LABS INC COM | COM | 743713109 | 24,781 | 242,711 | SH | SOLE | 0 | 0 | 0 | 242,711 | |
QUDIAN INC ADR | ADR | 747798106 | 207 | 30,000 | SH | SOLE | 0 | 0 | 0 | 30,000 | |
REDFIN CORP COM | COM | 75737F108 | 14,623 | 868,352 | SH | SOLE | 0 | 0 | 0 | 868,352 | |
REEDS INC COM | COM | 758338107 | 2,340 | 1,800,000 | SH | SOLE | 0 | 0 | 0 | 1,800,000 | |
RENEWABLE ENERGY GROUP INC COM NEW | COM | 75972A301 | 3,001 | 200,000 | SH | SOLE | 0 | 0 | 0 | 200,000 | |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 12,192 | 73,982 | SH | SOLE | 0 | 0 | 0 | 73,982 | |
ROLLINS INC COM | COM | 775711104 | 13,628 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
SVB FINL GROUP COM | COM | 78486Q101 | 47,922 | 229,346 | SH | SOLE | 0 | 0 | 0 | 229,346 | |
SALESFORCE COM INC COM | COM | 79466L302 | 18,956 | 127,700 | SH | SOLE | 0 | 0 | 0 | 127,700 | |
SAREPTA THERAPEUTICS INC COM | COM | 803607100 | 1,619 | 21,500 | SH | SOLE | 0 | 0 | 0 | 21,500 | |
SERVICE CORP INTL COM | COM | 817565104 | 131,727 | 2,755,225 | SH | SOLE | 0 | 0 | 0 | 2,755,225 | |
SHOTSPOTTER INC COM | COM | 82536T107 | 2,303 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
SMITH A O CORP COM | COM | 831865209 | 13,921 | 291,774 | SH | SOLE | 0 | 0 | 0 | 291,774 | |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 10,773 | 128,677 | SH | SOLE | 0 | 0 | 0 | 128,677 | |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 20,466 | 600,000 | SH | SOLE | 0 | 0 | 0 | 600,000 | |
STARBUCKS CORP COM | COM | 855244109 | 13,820 | 156,300 | SH | SOLE | 0 | 0 | 0 | 156,300 | |
STRATEGIC ED INC COM | COM | 86272C103 | 16,306 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
SUNNOVA ENERGY INTL INC COM ADDED | COM | 86745K104 | 28,077 | 2,611,771 | SH | SOLE | 0 | 0 | 0 | 2,611,771 | |
SUNRUN INC COM | COM | 86771W105 | 8,196 | 490,640 | SH | SOLE | 0 | 0 | 0 | 490,640 | |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 13,076 | 280,000 | SH | SOLE | 0 | 0 | 0 | 280,000 | |
TJX COS INC NEW COM | COM | 872540109 | 18,078 | 324,328 | SH | SOLE | 0 | 0 | 0 | 324,328 | |
TPI COMPOSITES INC COM | COM | 87266J104 | 42,248 | 2,253,234 | SH | SOLE | 0 | 0 | 0 | 2,253,234 | |
TABULA RASA HEALTHCARE INC COM | COM | 873379101 | 9,065 | 165,000 | SH | SOLE | 0 | 0 | 0 | 165,000 | |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 874039100 | 49,734 | 1,070,000 | SH | SOLE | 0 | 0 | 0 | 1,070,000 | |
TAL EDUCATION GROUP SPONSORED ADS | COM | 874080104 | 291 | 8,500 | SH | SOLE | 0 | 0 | 0 | 8,500 | |
TELADOC HEALTH INC COM | COM | 87918A105 | 19,161 | 282,939 | SH | SOLE | 0 | 0 | 0 | 282,939 | |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 102,248 | 351,043 | SH | SOLE | 0 | 0 | 0 | 351,043 | |
TIVITY HEALTH INC COM | COM | 88870R102 | 13,304 | 800,000 | SH | SOLE | 0 | 0 | 0 | 800,000 | |
TREX CO INC COM | COM | 89531P105 | 46,556 | 512,000 | SH | SOLE | 0 | 0 | 0 | 512,000 | |
TRUPANION INC COM | COM | 898202106 | 9,532 | 375,000 | SH | SOLE | 0 | 0 | 0 | 375,000 | |
TYLER TECHNOLOGIES INC COM | COM | 902252105 | 17,062 | 65,000 | SH | SOLE | 0 | 0 | 0 | 65,000 | |
UMPQUA HLDGS CORP COM | COM | 904214103 | 14,962 | 909,000 | SH | SOLE | 0 | 0 | 0 | 909,000 | |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 133,853 | 615,925 | SH | SOLE | 0 | 0 | 0 | 615,925 | |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 1,644 | 9,791 | SH | SOLE | 0 | 0 | 0 | 9,791 | |
VAIL RESORTS INC COM | COM | 91879Q109 | 30,721 | 135,000 | SH | SOLE | 0 | 0 | 0 | 135,000 | |
VEEVA SYS INC CL A COM | COM | 922475108 | 12,242 | 80,174 | SH | SOLE | 0 | 0 | 0 | 80,174 | |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 19,653 | 116,000 | SH | SOLE | 0 | 0 | 0 | 116,000 | |
VISTEON CORP COM NEW | COM | 92839U206 | 8,254 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
WATSCO INC COM | COM | 942622200 | 20,302 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 3,340 | 74,648 | SH | SOLE | 0 | 0 | 0 | 74,648 | |
WELBILT INC COM | COM | 949090104 | 44,000 | 2,609,742 | SH | SOLE | 0 | 0 | 0 | 2,609,742 | |
WESTERN ALLIANCE BANCORP COM | COM | 957638109 | 23,040 | 500,000 | SH | SOLE | 0 | 0 | 0 | 500,000 | |
WESTROCK CO COM | COM | 96145D105 | 10,742 | 294,709 | SH | SOLE | 0 | 0 | 0 | 294,709 | |
WILLDAN GROUP INC COM | COM | 96924N100 | 11,085 | 316,002 | SH | SOLE | 0 | 0 | 0 | 316,002 | |
XYLEM INC COM | COM | 98419M100 | 39,388 | 494,700 | SH | SOLE | 0 | 0 | 0 | 494,700 | |
YY INC SPONSORED ADS A | COM | 98426T106 | 714 | 12,700 | SH | SOLE | 0 | 0 | 0 | 12,700 | |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 5,906 | 130,000 | SH | SOLE | 0 | 0 | 0 | 130,000 | |
ZIONS BANCORPORATION N A COM | COM | 989701107 | 10,685 | 240,000 | SH | SOLE | 0 | 0 | 0 | 240,000 | |
ZTO EXPRESS CAYMAN INC SPONSORED ADS A | COM | 98980A105 | 1,920 | 90,000 | SH | SOLE | 0 | 0 | 0 | 90,000 |