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 |
ABBOTT LABS | COM | 002824100 | 37,561 | 519,299 | SH | | SOLE | | 363,426 | 0 | 155,873 |
ABIOMED INC | COM | 003654100 | 25,315 | 77,882 | SH | | SOLE | | 73,165 | 0 | 4,717 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 4,083 | 252,518 | SH | | SOLE | | 252,518 | 0 | 0 |
ACCELERON PHARMA INC | COM | 00434H108 | 21,042 | 483,167 | SH | | SOLE | | 358,895 | 0 | 124,272 |
ACI WORLDWIDE INC | COM | 004498101 | 61,737 | 2,231,195 | SH | | SOLE | | 1,657,212 | 0 | 573,983 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 225,455 | 4,841,198 | SH | | SOLE | | 4,406,548 | 0 | 434,650 |
ADOBE INC | COM | 00724F101 | 10,394 | 45,941 | SH | | SOLE | | 45,941 | 0 | 0 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 273,668 | 1,738,015 | SH | | SOLE | | 1,584,856 | 0 | 153,159 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 165,222 | 8,950,290 | SH | | SOLE | | 8,311,960 | 0 | 638,330 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 392,734 | 5,821,728 | SH | | SOLE | | 5,387,597 | 0 | 434,131 |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 4,537 | 98,399 | SH | | SOLE | | 73,038 | 0 | 25,361 |
AIR LEASE CORP | CL A | 00912X302 | 185,041 | 6,125,147 | SH | | SOLE | | 5,749,313 | 0 | 375,834 |
AIR PRODS & CHEMS INC | COM | 009158106 | 30,631 | 191,383 | SH | | SOLE | | 191,383 | 0 | 0 |
ALBEMARLE CORP | COM | 012653101 | 97,961 | 1,271,064 | SH | | SOLE | | 1,200,989 | 0 | 70,075 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 128,875 | 1,323,698 | SH | | SOLE | | 1,252,082 | 0 | 71,616 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 103,536 | 755,351 | SH | | SOLE | | 755,351 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 93,160 | 444,828 | SH | | SOLE | | 419,923 | 0 | 24,905 |
ALLEGHANY CORP DEL | COM | 017175100 | 64,251 | 103,078 | SH | | SOLE | | 93,402 | 0 | 9,676 |
ALLERGAN PLC | SHS | G0177J108 | 849,678 | 6,357,007 | SH | | SOLE | | 5,965,867 | 0 | 391,140 |
ALPHABET INC | CAP STK CL A | 02079K305 | 668,734 | 639,961 | SH | | SOLE | | 579,363 | 0 | 60,598 |
ALPHABET INC | CAP STK CL C | 02079K107 | 291,851 | 281,816 | SH | | SOLE | | 262,444 | 0 | 19,372 |
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 981 | 72,106 | SH | | SOLE | | 72,106 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 257,676 | 171,559 | SH | | SOLE | | 152,480 | 0 | 19,079 |
AMBARELLA INC | SHS | G037AX101 | 16,145 | 461,536 | SH | | SOLE | | 343,193 | 0 | 118,343 |
AMBEV SA | SPONSORED ADR | 02319V103 | 24,700 | 6,300,995 | SH | | SOLE | | 6,083,555 | 0 | 217,440 |
AMERCO | COM | 023586100 | 119,929 | 365,514 | SH | | SOLE | | 331,216 | 0 | 34,298 |
AMERICAN EXPRESS CO | COM | 025816109 | 415,354 | 4,357,472 | SH | | SOLE | | 3,973,365 | 0 | 384,107 |
AMERISOURCEBERGEN CORP | COM | 03073E105 | 70,589 | 948,775 | SH | | SOLE | | 858,942 | 0 | 89,833 |
ANALOG DEVICES INC | COM | 032654105 | 115,789 | 1,349,055 | SH | | SOLE | | 1,222,385 | 0 | 126,670 |
ANTHEM INC | COM | 036752103 | 496,617 | 1,890,937 | SH | | SOLE | | 1,699,563 | 0 | 191,374 |
AON PLC | SHS CL A | G0408V102 | 1,355,507 | 9,325,174 | SH | | SOLE | | 8,453,842 | 0 | 871,332 |
APACHE CORP | COM | 037411105 | 69,313 | 2,640,514 | SH | | SOLE | | 2,490,424 | 0 | 150,090 |
APPLE INC | COM | 037833100 | 76,431 | 484,540 | SH | | SOLE | | 484,540 | 0 | 0 |
APTIV PLC | SHS | G6095L109 | 434,664 | 7,059,676 | SH | | SOLE | | 6,492,997 | 0 | 566,679 |
ARCH CAP GROUP LTD | ORD | G0450A105 | 1,407,187 | 52,664,200 | SH | | SOLE | | 49,525,137 | 0 | 3,139,063 |
ARGENX SE | SPONSORED ADR | 04016X101 | 30,386 | 316,290 | SH | | SOLE | | 234,719 | 0 | 81,571 |
ARROW ELECTRS INC | COM | 042735100 | 101,570 | 1,473,095 | SH | | SOLE | | 1,334,768 | 0 | 138,327 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 22,989 | 366,947 | SH | | SOLE | | 276,757 | 0 | 90,190 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 421,575 | 2,709,005 | SH | | SOLE | | 2,519,625 | 0 | 189,380 |
ATLASSIAN CORP PLC | CL A | G06242104 | 770,964 | 8,664,465 | SH | | SOLE | | 8,060,252 | 0 | 604,213 |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 41,175 | 314,028 | SH | | SOLE | | 314,028 | 0 | 0 |
AUTONATION INC | COM | 05329W102 | 177,247 | 4,964,899 | SH | | SOLE | | 4,643,728 | 0 | 321,171 |
AXALTA COATING SYS LTD | COM | G0750C108 | 89,033 | 3,801,568 | SH | | SOLE | | 3,442,066 | 0 | 359,502 |
BAIDU INC | SPON ADR REP A | 056752108 | 1,121,433 | 7,070,826 | SH | | SOLE | | 6,689,862 | 0 | 380,964 |
BANK AMER CORP | COM | 060505104 | 524,747 | 21,296,531 | SH | | SOLE | | 19,384,358 | 0 | 1,912,173 |
BANK NEW YORK MELLON CORP | COM | 064058100 | 642,548 | 13,650,908 | SH | | SOLE | | 12,453,822 | 0 | 1,197,086 |
BENEFITFOCUS INC | COM | 08180D106 | 55,244 | 1,208,308 | SH | | SOLE | | 895,050 | 0 | 313,258 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 110,945 | 543,371 | SH | | SOLE | | 543,371 | 0 | 0 |
BIO RAD LABS INC | CL A | 090572207 | 7,734 | 33,303 | SH | | SOLE | | 23,292 | 0 | 10,011 |
BLACKBERRY LTD | COM | 09228F103 | 2,778 | 390,600 | SH | | SOLE | | 390,600 | 0 | 0 |
BLACKLINE INC | COM | 09239B109 | 53,822 | 1,314,332 | SH | | SOLE | | 976,171 | 0 | 338,161 |
BLOCK H & R INC | COM | 093671105 | 107,286 | 4,228,847 | SH | | SOLE | | 3,831,213 | 0 | 397,634 |
BOK FINL CORP | COM NEW | 05561Q201 | 61,883 | 843,894 | SH | | SOLE | | 762,403 | 0 | 81,491 |
BOOKING HLDGS INC | COM | 09857L108 | 270,422 | 157,001 | SH | | SOLE | | 145,952 | 0 | 11,049 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 846,200 | 23,944,552 | SH | | SOLE | | 22,121,287 | 0 | 1,823,265 |
BOTTOMLINE TECH DEL INC | COM | 101388106 | 10,375 | 216,145 | SH | | SOLE | | 216,145 | 0 | 0 |
BOX INC | CL A | 10316T104 | 66,409 | 3,934,179 | SH | | SOLE | | 3,401,195 | 0 | 532,984 |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 47,412 | 425,407 | SH | | SOLE | | 315,954 | 0 | 109,453 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 32,312 | 621,619 | SH | | SOLE | | 435,047 | 0 | 186,572 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 79,448 | 825,437 | SH | | SOLE | | 777,270 | 0 | 48,167 |
BWX TECHNOLOGIES INC | COM | 05605H100 | 48,410 | 1,266,278 | SH | | SOLE | | 1,011,547 | 0 | 254,731 |
CAE INC | COM | 124765108 | 17,503 | 952,354 | SH | | SOLE | | 763,302 | 0 | 189,052 |
CALLON PETE CO DEL | COM | 13123X102 | 15,902 | 2,450,207 | SH | | SOLE | | 1,820,709 | 0 | 629,498 |
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 184,768 | 4,226,167 | SH | | SOLE | | 3,723,177 | 0 | 502,990 |
CANADIAN NATL RY CO | COM | 136375102 | 126,467 | 1,706,479 | SH | | SOLE | | 1,467,902 | 0 | 238,577 |
CANADIAN PAC RY LTD | COM | 13645T100 | 160,191 | 901,876 | SH | | SOLE | | 791,857 | 0 | 110,019 |
CARDINAL HEALTH INC | COM | 14149Y108 | 39,415 | 883,738 | SH | | SOLE | | 883,738 | 0 | 0 |
CBS CORP NEW | CL B | 124857202 | 152,227 | 3,481,856 | SH | | SOLE | | 3,275,512 | 0 | 206,344 |
CELANESE CORP DEL | COM | 150870103 | 201,811 | 2,243,093 | SH | | SOLE | | 2,085,425 | 0 | 157,668 |
CHEGG INC | COM | 163092109 | 59,764 | 2,102,872 | SH | | SOLE | | 1,561,895 | 0 | 540,977 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 47,889 | 110,909 | SH | | SOLE | | 104,889 | 0 | 6,020 |
CHUBB LIMITED | COM | H1467J104 | 53,499 | 414,147 | SH | | SOLE | | 414,147 | 0 | 0 |
CIMAREX ENERGY CO | COM | 171798101 | 75,212 | 1,219,986 | SH | | SOLE | | 1,105,787 | 0 | 114,199 |
CINTAS CORP | COM | 172908105 | 121,406 | 722,700 | SH | | SOLE | | 681,946 | 0 | 40,754 |
CISCO SYS INC | COM | 17275R102 | 65,879 | 1,520,403 | SH | | SOLE | | 1,520,403 | 0 | 0 |
CISION LTD | SHS | G1992S109 | 28,770 | 2,458,993 | SH | | SOLE | | 1,841,346 | 0 | 617,647 |
CITIGROUP INC | COM NEW | 172967424 | 567,923 | 10,909,002 | SH | | SOLE | | 10,072,369 | 0 | 836,633 |
CITIZENS FINL GROUP INC | COM | 174610105 | 15,239 | 512,589 | SH | | SOLE | | 358,516 | 0 | 154,073 |
CME GROUP INC | COM CL A | 12572Q105 | 21,142 | 112,387 | SH | | SOLE | | 95,166 | 0 | 17,221 |
COGNEX CORP | COM | 192422103 | 68,105 | 1,761,182 | SH | | SOLE | | 1,574,236 | 0 | 186,946 |
COHERENT INC | COM | 192479103 | 13,063 | 123,572 | SH | | SOLE | | 92,831 | 0 | 30,741 |
COMCAST CORP NEW | CL A | 20030N101 | 69,874 | 2,052,101 | SH | | SOLE | | 2,052,101 | 0 | 0 |
CONCHO RES INC | COM | 20605P101 | 61,537 | 598,672 | SH | | SOLE | | 566,076 | 0 | 32,596 |
COPA HOLDINGS SA | CL A | P31076105 | 1,432 | 18,190 | SH | | SOLE | | 18,190 | 0 | 0 |
COUPA SOFTWARE INC | COM | 22266L106 | 9,898 | 157,469 | SH | | SOLE | | 117,020 | 0 | 40,449 |
CREDICORP LTD | COM | G2519Y108 | 42,791 | 193,038 | SH | | SOLE | | 193,038 | 0 | 0 |
CREE INC | COM | 225447101 | 349,278 | 8,165,479 | SH | | SOLE | | 7,407,553 | 0 | 757,926 |
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 10,300 | 94,817 | SH | | SOLE | | 94,817 | 0 | 0 |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 1,313 | 48,507 | SH | | SOLE | | 48,507 | 0 | 0 |
CUBIC CORP | COM | 229669106 | 23,591 | 438,975 | SH | | SOLE | | 345,803 | 0 | 93,172 |
CURTISS WRIGHT CORP | COM | 231561101 | 40,975 | 401,246 | SH | | SOLE | | 316,363 | 0 | 84,883 |
DANAHER CORP DEL | COM | 235851102 | 41,519 | 402,631 | SH | | SOLE | | 358,874 | 0 | 43,757 |
DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 56,312 | 3,932,378 | SH | | SOLE | | 3,563,900 | 0 | 368,478 |
DENTSPLY SIRONA INC | COM | 24906P109 | 588,773 | 15,822,977 | SH | | SOLE | | 14,411,988 | 0 | 1,410,989 |
DESCARTES SYS GROUP INC | COM | 249906108 | 2,919 | 110,600 | SH | | SOLE | | 110,600 | 0 | 0 |
DEVON ENERGY CORP NEW | COM | 25179M103 | 92,704 | 4,112,857 | SH | | SOLE | | 3,853,829 | 0 | 259,028 |
DEXCOM INC | COM | 252131107 | 81,292 | 678,562 | SH | | SOLE | | 504,014 | 0 | 174,548 |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 1,419 | 15,307 | SH | | SOLE | | 15,307 | 0 | 0 |
DOLBY LABORATORIES INC | COM | 25659T107 | 16,661 | 269,420 | SH | | SOLE | | 188,437 | 0 | 80,983 |
DOLLAR TREE INC | COM | 256746108 | 22,720 | 251,550 | SH | | SOLE | | 175,940 | 0 | 75,610 |
DONALDSON INC | COM | 257651109 | 56,483 | 1,301,749 | SH | | SOLE | | 966,870 | 0 | 334,879 |
DOWDUPONT INC | COM | 26078J100 | 58,258 | 1,089,343 | SH | | SOLE | | 1,089,343 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 164,085 | 1,071,264 | SH | | SOLE | | 1,012,943 | 0 | 58,321 |
EOG RES INC | COM | 26875P101 | 35,448 | 406,462 | SH | | SOLE | | 406,462 | 0 | 0 |
EQUINIX INC | COM PAR $0.001 | 29444U700 | 25,607 | 72,633 | SH | | SOLE | | 72,633 | 0 | 0 |
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 96,268 | 3,207,856 | SH | | SOLE | | 2,907,137 | 0 | 300,719 |
EXACT SCIENCES CORP | COM | 30063P105 | 117,524 | 1,862,503 | SH | | SOLE | | 1,758,955 | 0 | 103,548 |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 655,943 | 5,822,844 | SH | | SOLE | | 5,359,180 | 0 | 463,664 |
FACEBOOK INC | CL A | 30303M102 | 553,628 | 4,223,269 | SH | | SOLE | | 3,870,066 | 0 | 353,203 |
FEDEX CORP | COM | 31428X106 | 314,266 | 1,947,968 | SH | | SOLE | | 1,809,661 | 0 | 138,307 |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 52,144 | 508,478 | SH | | SOLE | | 508,478 | 0 | 0 |
FIFTH THIRD BANCORP | COM | 316773100 | 117,125 | 4,977,677 | SH | | SOLE | | 4,512,209 | 0 | 465,468 |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 196,146 | 2,257,144 | SH | | SOLE | | 2,127,949 | 0 | 129,195 |
FIRST SOLAR INC | COM | 336433107 | 6,399 | 150,735 | SH | | SOLE | | 111,870 | 0 | 38,865 |
FISERV INC | COM | 337738108 | 27,143 | 369,344 | SH | | SOLE | | 369,344 | 0 | 0 |
FLIR SYS INC | COM | 302445101 | 126,199 | 2,898,470 | SH | | SOLE | | 2,726,158 | 0 | 172,312 |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 15,393 | 594,335 | SH | | SOLE | | 441,931 | 0 | 152,404 |
FLUOR CORP NEW | COM | 343412102 | 161,676 | 5,020,994 | SH | | SOLE | | 4,635,583 | 0 | 385,411 |
FORTIS INC | COM | 349553107 | 22,522 | 675,600 | SH | | SOLE | | 574,620 | 0 | 100,980 |
FORTIVE CORP | COM | 34959J108 | 277,166 | 4,096,446 | SH | | SOLE | | 3,889,055 | 0 | 207,391 |
GARDNER DENVER HLDGS INC | COM | 36555P107 | 213,227 | 10,426,745 | SH | | SOLE | | 9,358,417 | 0 | 1,068,328 |
GCI LIBERTY INC | COM CLASS A | 36164V305 | 108,017 | 2,624,310 | SH | | SOLE | | 2,418,721 | 0 | 205,589 |
GENTEX CORP | COM | 371901109 | 110,737 | 5,479,300 | SH | | SOLE | | 4,964,815 | 0 | 514,485 |
GLAUKOS CORP | COM | 377322102 | 46,664 | 830,768 | SH | | SOLE | | 617,030 | 0 | 213,738 |
GLOBAL PMTS INC | COM | 37940X102 | 438,302 | 4,249,997 | SH | | SOLE | | 4,023,398 | 0 | 226,599 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 48,630 | 291,109 | SH | | SOLE | | 291,109 | 0 | 0 |
GRANA Y MONTERO S A A | SPONSORED ADS | 38500P208 | 1,269 | 408,159 | SH | | SOLE | | 408,159 | 0 | 0 |
GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 1,407 | 51,050 | SH | | SOLE | | 51,050 | 0 | 0 |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 286,774 | 3,574,402 | SH | | SOLE | | 3,179,592 | 0 | 394,810 |
HALOZYME THERAPEUTICS INC | COM | 40637H109 | 29,834 | 2,039,215 | SH | | SOLE | | 1,514,590 | 0 | 524,625 |
HARRIS CORP DEL | COM | 413875105 | 429,391 | 3,188,941 | SH | | SOLE | | 2,964,639 | 0 | 224,302 |
HASBRO INC | COM | 418056107 | 41,271 | 507,949 | SH | | SOLE | | 480,534 | 0 | 27,415 |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 461,236 | 4,452,519 | SH | | SOLE | | 4,125,123 | 0 | 327,396 |
HEALTHEQUITY INC | COM | 42226A107 | 36,417 | 610,512 | SH | | SOLE | | 453,111 | 0 | 157,401 |
HEICO CORP NEW | COM | 422806109 | 31,489 | 406,420 | SH | | SOLE | | 320,418 | 0 | 86,002 |
HESS CORP | COM | 42809H107 | 85,798 | 2,118,470 | SH | | SOLE | | 1,977,700 | 0 | 140,770 |
HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 47,456 | 1,657,570 | SH | | SOLE | | 1,657,570 | 0 | 0 |
HUBSPOT INC | COM | 443573100 | 182,222 | 1,449,315 | SH | | SOLE | | 1,273,276 | 0 | 176,039 |
IAC INTERACTIVECORP | COM | 44919P508 | 159,518 | 871,493 | SH | | SOLE | | 789,483 | 0 | 82,010 |
ICICI BK LTD | ADR | 45104G104 | 20,553 | 1,997,336 | SH | | SOLE | | 1,997,336 | 0 | 0 |
IHS MARKIT LTD | SHS | G47567105 | 1,454,483 | 30,320,690 | SH | | SOLE | | 27,852,529 | 0 | 2,468,161 |
IMPERIAL OIL LTD | COM NEW | 453038408 | 669,031 | 26,405,340 | SH | | SOLE | | 25,150,184 | 0 | 1,255,156 |
INFLARX NV | COM | N44821101 | 1,395 | 38,363 | SH | | SOLE | | 38,363 | 0 | 0 |
INGEVITY CORP | COM | 45688C107 | 33,630 | 401,838 | SH | | SOLE | | 298,178 | 0 | 103,660 |
INSULET CORP | COM | 45784P101 | 93,856 | 1,183,261 | SH | | SOLE | | 1,053,229 | 0 | 130,032 |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 159,218 | 2,113,610 | SH | | SOLE | | 1,835,301 | 0 | 278,309 |
INTERSECT ENT INC | COM | 46071F103 | 3,984 | 141,380 | SH | | SOLE | | 141,380 | 0 | 0 |
INTERXION HOLDING N.V | SHS | N47279109 | 50,898 | 939,762 | SH | | SOLE | | 739,269 | 0 | 200,493 |
IPG PHOTONICS CORP | COM | 44980X109 | 1,101 | 9,717 | SH | | SOLE | | 9,717 | 0 | 0 |
IQIYI INC | SPONSORED ADS | 46267X108 | 1,021 | 68,684 | SH | | SOLE | | 68,684 | 0 | 0 |
ISHARES TR | INDIA 50 ETF | 464289529 | 5,948 | 168,415 | SH | | SOLE | | 168,415 | 0 | 0 |
JACOBS ENGR GROUP INC DEL | COM | 469814107 | 137,315 | 2,348,866 | SH | | SOLE | | 2,201,021 | 0 | 147,845 |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 50,029 | 696,679 | SH | | SOLE | | 517,477 | 0 | 179,202 |
KIRBY CORP | COM | 497266106 | 103,864 | 1,541,928 | SH | | SOLE | | 1,397,492 | 0 | 144,436 |
KROGER CO | COM | 501044101 | 148,213 | 5,389,548 | SH | | SOLE | | 4,883,318 | 0 | 506,230 |
LAM RESEARCH CORP | COM | 512807108 | 93,064 | 683,441 | SH | | SOLE | | 646,228 | 0 | 37,213 |
LAMB WESTON HLDGS INC | COM | 513272104 | 12,752 | 173,350 | SH | | SOLE | | 121,349 | 0 | 52,001 |
LIBERTY EXPEDIA HOLDINGS | SER A COM | 53046P109 | 54,098 | 1,383,231 | SH | | SOLE | | 1,252,628 | 0 | 130,603 |
LINDE PLC | COM | G5494J103 | 30,664 | 196,512 | SH | | SOLE | | 196,512 | 0 | 0 |
LIVANOVA PLC | SHS | G5509L101 | 3,893 | 42,560 | SH | | SOLE | | 42,560 | 0 | 0 |
LIVEPERSON INC | COM | 538146101 | 14,772 | 783,239 | SH | | SOLE | | 581,362 | 0 | 201,877 |
LOEWS CORP | COM | 540424108 | 70,882 | 1,557,151 | SH | | SOLE | | 1,410,996 | 0 | 146,155 |
LOWES COS INC | COM | 548661107 | 300,337 | 3,251,805 | SH | | SOLE | | 2,959,761 | 0 | 292,044 |
LULULEMON ATHLETICA INC | COM | 550021109 | 149,763 | 1,231,506 | SH | | SOLE | | 1,163,043 | 0 | 68,463 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 39,877 | 479,523 | SH | | SOLE | | 479,523 | 0 | 0 |
M & T BK CORP | COM | 55261F104 | 124,065 | 866,797 | SH | | SOLE | | 785,145 | 0 | 81,652 |
MARATHON PETE CORP | COM | 56585A102 | 74,726 | 1,266,328 | SH | | SOLE | | 1,107,737 | 0 | 158,591 |
MARKETAXESS HLDGS INC | COM | 57060D108 | 49,803 | 235,687 | SH | | SOLE | | 222,847 | 0 | 12,840 |
MARSH & MCLENNAN COS INC | COM | 571748102 | 617,845 | 7,747,271 | SH | | SOLE | | 7,066,341 | 0 | 680,930 |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 32,121 | 170,269 | SH | | SOLE | | 119,172 | 0 | 51,097 |
MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 93,777 | 1,844,196 | SH | | SOLE | | 1,743,839 | 0 | 100,357 |
MEDTRONIC PLC | SHS | G5960L103 | 1,980,339 | 21,771,533 | SH | | SOLE | | 19,995,821 | 0 | 1,775,712 |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 7,499 | 81,179 | SH | | SOLE | | 81,179 | 0 | 0 |
MERCADOLIBRE INC | COM | 58733R102 | 93,011 | 317,607 | SH | | SOLE | | 317,607 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 17,287 | 170,197 | SH | | SOLE | | 170,197 | 0 | 0 |
MONDELEZ INTL INC | CL A | 609207105 | 44,997 | 1,124,088 | SH | | SOLE | | 786,759 | 0 | 337,329 |
MONOLITHIC PWR SYS INC | COM | 609839105 | 44,076 | 379,149 | SH | | SOLE | | 281,602 | 0 | 97,547 |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 200,155 | 1,739,873 | SH | | SOLE | | 1,640,699 | 0 | 99,174 |
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 2,840 | 191,538 | SH | | SOLE | | 191,538 | 0 | 0 |
NEOGENOMICS INC | COM NEW | 64049M209 | 18,669 | 1,480,487 | SH | | SOLE | | 1,101,323 | 0 | 379,164 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 119,411 | 1,672,187 | SH | | SOLE | | 1,488,273 | 0 | 183,914 |
NEW YORK TIMES CO | CL A | 650111107 | 116,039 | 5,205,863 | SH | | SOLE | | 4,684,113 | 0 | 521,750 |
NEWS CORP NEW | CL A | 65249B109 | 76,778 | 6,764,595 | SH | | SOLE | | 6,129,356 | 0 | 635,239 |
NICE LTD | SPONSORED ADR | 653656108 | 13,043 | 120,538 | SH | | SOLE | | 120,538 | 0 | 0 |
NOAH HLDGS LTD | SPON ADS CL A | 65487X102 | 3,304 | 76,281 | SH | | SOLE | | 76,281 | 0 | 0 |
NOVANTA INC | COM | 67000B104 | 50,181 | 796,527 | SH | | SOLE | | 597,956 | 0 | 198,571 |
NUTRIEN LTD | COM | 67077M108 | 138,341 | 2,943,431 | SH | | SOLE | | 2,772,809 | 0 | 170,622 |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 888,138 | 12,119,784 | SH | | SOLE | | 11,392,685 | 0 | 727,099 |
OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 54,297 | 1,365,969 | SH | | SOLE | | 1,365,969 | 0 | 0 |
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 49,509 | 806,591 | SH | | SOLE | | 806,591 | 0 | 0 |
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 64,134 | 964,273 | SH | | SOLE | | 798,153 | 0 | 166,120 |
OMNICOM GROUP INC | COM | 681919106 | 111,168 | 1,517,858 | SH | | SOLE | | 1,373,025 | 0 | 144,833 |
ORACLE CORP | COM | 68389X105 | 688,547 | 15,250,204 | SH | | SOLE | | 14,029,357 | 0 | 1,220,847 |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 177,445 | 9,473,839 | SH | | SOLE | | 8,710,766 | 0 | 763,073 |
PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 1,573 | 49,444 | SH | | SOLE | | 49,444 | 0 | 0 |
PAYPAL HLDGS INC | COM | 70450Y103 | 30,643 | 364,409 | SH | | SOLE | | 254,882 | 0 | 109,527 |
PERKINELMER INC | COM | 714046109 | 22,574 | 287,389 | SH | | SOLE | | 287,389 | 0 | 0 |
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 1,602 | 138,213 | SH | | SOLE | | 138,213 | 0 | 0 |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 455,336 | 34,998,889 | SH | | SOLE | | 30,031,339 | 0 | 4,967,550 |
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 63,844 | 1,384,898 | SH | | SOLE | | 1,253,427 | 0 | 131,471 |
PIONEER NAT RES CO | COM | 723787107 | 374,218 | 2,845,328 | SH | | SOLE | | 2,589,908 | 0 | 255,420 |
PROGRESSIVE CORP OHIO | COM | 743315103 | 1,067,297 | 17,690,991 | SH | | SOLE | | 16,284,535 | 0 | 1,406,456 |
PROOFPOINT INC | COM | 743424103 | 37,840 | 451,495 | SH | | SOLE | | 335,347 | 0 | 116,148 |
PTC INC | COM | 69370C100 | 13,138 | 158,479 | SH | | SOLE | | 110,905 | 0 | 47,574 |
Q2 HLDGS INC | COM | 74736L109 | 84,615 | 1,707,675 | SH | | SOLE | | 1,268,397 | 0 | 439,278 |
QUALCOMM INC | COM | 747525103 | 452,490 | 7,950,968 | SH | | SOLE | | 7,250,454 | 0 | 700,514 |
QURATE RETAIL INC | COM SER A | 74915M100 | 172,335 | 8,828,653 | SH | | SOLE | | 8,265,947 | 0 | 562,706 |
RADIUS HEALTH INC | COM NEW | 750469207 | 11,505 | 697,702 | SH | | SOLE | | 517,665 | 0 | 180,037 |
ROGERS CORP | COM | 775133101 | 22,995 | 232,129 | SH | | SOLE | | 172,418 | 0 | 59,711 |
ROKU INC | COM CL A | 77543R102 | 47,363 | 1,545,776 | SH | | SOLE | | 1,378,176 | 0 | 167,600 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 228,781 | 858,400 | SH | | SOLE | | 809,348 | 0 | 49,052 |
RYDER SYS INC | COM | 783549108 | 92,387 | 1,918,739 | SH | | SOLE | | 1,739,192 | 0 | 179,547 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 23,989 | 250,431 | SH | | SOLE | | 226,206 | 0 | 24,225 |
SALESFORCE COM INC | COM | 79466L302 | 13,901 | 101,489 | SH | | SOLE | | 101,489 | 0 | 0 |
SANOFI | SPONSORED ADR | 80105N105 | 50,475 | 1,162,743 | SH | | SOLE | | 1,162,743 | 0 | 0 |
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 17,023 | 105,149 | SH | | SOLE | | 105,149 | 0 | 0 |
SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 44,830 | 1,220,191 | SH | | SOLE | | 1,153,967 | 0 | 66,224 |
SERVICENOW INC | COM | 81762P102 | 8,565 | 48,105 | SH | | SOLE | | 33,665 | 0 | 14,440 |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 12,427 | 224,844 | SH | | SOLE | | 166,728 | 0 | 58,116 |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 4,305 | 122,649 | SH | | SOLE | | 122,649 | 0 | 0 |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 1,306 | 28,958 | SH | | SOLE | | 20,321 | 0 | 8,637 |
STANLEY BLACK & DECKER INC | COM | 854502101 | 174,971 | 1,461,255 | SH | | SOLE | | 1,379,928 | 0 | 81,327 |
STARBUCKS CORP | COM | 855244109 | 14,719 | 228,553 | SH | | SOLE | | 228,553 | 0 | 0 |
STONECO LTD | COM CL A | G85158106 | 12,593 | 682,910 | SH | | SOLE | | 682,910 | 0 | 0 |
STORE CAP CORP | COM | 862121100 | 41,874 | 1,479,135 | SH | | SOLE | | 1,338,420 | 0 | 140,715 |
SUNTRUST BKS INC | COM | 867914103 | 54,285 | 1,076,220 | SH | | SOLE | | 1,031,030 | 0 | 45,190 |
SVB FINL GROUP | COM | 78486Q101 | 64,477 | 339,493 | SH | | SOLE | | 321,043 | 0 | 18,450 |
SYNCHRONY FINL | COM | 87165B103 | 139,190 | 5,933,099 | SH | | SOLE | | 5,599,730 | 0 | 333,369 |
TABLEAU SOFTWARE INC | CL A | 87336U105 | 408,570 | 3,404,747 | SH | | SOLE | | 3,091,318 | 0 | 313,429 |
TABULA RASA HEALTHCARE INC | COM | 873379101 | 25,057 | 392,986 | SH | | SOLE | | 291,463 | 0 | 101,523 |
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 11,802 | 259,107 | SH | | SOLE | | 192,416 | 0 | 66,691 |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 168,638 | 1,638,214 | SH | | SOLE | | 1,547,076 | 0 | 91,138 |
TAL ED GROUP | SPONSORED ADS | 874080104 | 93,661 | 3,510,518 | SH | | SOLE | | 3,510,518 | 0 | 0 |
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 149,160 | 3,046,563 | SH | | SOLE | | 2,882,424 | 0 | 164,139 |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 279,292 | 3,692,870 | SH | | SOLE | | 3,570,695 | 0 | 122,175 |
TELADOC HEALTH INC | COM | 87918A105 | 26,482 | 534,226 | SH | | SOLE | | 396,129 | 0 | 138,097 |
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 102,205 | 493,576 | SH | | SOLE | | 395,473 | 0 | 98,103 |
TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 1,152,120 | 96,573,359 | SH | | SOLE | | 90,688,209 | 0 | 5,885,150 |
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 626 | 47,363 | SH | | SOLE | | 47,363 | 0 | 0 |
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 5,871 | 380,735 | SH | | SOLE | | 380,735 | 0 | 0 |
THE TRADE DESK INC | COM CL A | 88339J105 | 62,582 | 539,224 | SH | | SOLE | | 486,185 | 0 | 53,039 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 24,064 | 107,531 | SH | | SOLE | | 107,531 | 0 | 0 |
TIFFANY & CO NEW | COM | 886547108 | 71,108 | 883,225 | SH | | SOLE | | 803,898 | 0 | 79,327 |
TORCHMARK CORP | COM | 891027104 | 121,149 | 1,625,509 | SH | | SOLE | | 1,472,885 | 0 | 152,624 |
TRANSUNION | COM | 89400J107 | 160,263 | 2,821,529 | SH | | SOLE | | 2,663,259 | 0 | 158,270 |
TRIMBLE INC | COM | 896239100 | 56,034 | 1,702,659 | SH | | SOLE | | 1,601,104 | 0 | 101,555 |
TRIPADVISOR INC | COM | 896945201 | 60,765 | 1,126,537 | SH | | SOLE | | 1,018,583 | 0 | 107,954 |
TWITTER INC | COM | 90184L102 | 56,637 | 1,970,662 | SH | | SOLE | | 1,863,577 | 0 | 107,085 |
TYLER TECHNOLOGIES INC | COM | 902252105 | 53,261 | 286,625 | SH | | SOLE | | 212,895 | 0 | 73,730 |
UNDER ARMOUR INC | CL A | 904311107 | 45,815 | 2,592,803 | SH | | SOLE | | 2,451,921 | 0 | 140,882 |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 260,966 | 2,450,841 | SH | | SOLE | | 2,288,913 | 0 | 161,928 |
VEEVA SYS INC | CL A COM | 922475108 | 578,414 | 6,475,746 | SH | | SOLE | | 5,810,631 | 0 | 665,115 |
VIEWRAY INC | COM | 92672L107 | 18,263 | 3,008,677 | SH | | SOLE | | 2,318,371 | 0 | 690,306 |
VIRTU FINL INC | CL A | 928254101 | 39,370 | 1,528,331 | SH | | SOLE | | 1,135,149 | 0 | 393,182 |
VISA INC | COM CL A | 92826C839 | 937,054 | 7,102,122 | SH | | SOLE | | 6,551,665 | 0 | 550,457 |
VISTEON CORP | COM NEW | 92839U206 | 38,310 | 635,540 | SH | | SOLE | | 469,830 | 0 | 165,710 |
VMWARE INC | CL A COM | 928563402 | 27,384 | 199,695 | SH | | SOLE | | 199,695 | 0 | 0 |
VMWARE INC | OPTIONS | 928563402 | 14,920 | 108,800 | SH | Call | SOLE | | 0 | 0 | 0 |
WABCO HLDGS INC | COM | 92927K102 | 57,249 | 533,346 | SH | | SOLE | | 462,206 | 0 | 71,140 |
WABTEC CORP | COM | 929740108 | 75,206 | 1,070,548 | SH | | SOLE | | 1,012,788 | 0 | 57,760 |
WAYFAIR INC | CL A | 94419L101 | 95,140 | 1,056,173 | SH | | SOLE | | 996,638 | 0 | 59,535 |
WEBSTER FINL CORP CONN | COM | 947890109 | 68,707 | 1,393,927 | SH | | SOLE | | 1,052,393 | 0 | 341,534 |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 95,068 | 402,678 | SH | | SOLE | | 379,017 | 0 | 23,661 |
WELLS FARGO CO NEW | COM | 949746101 | 60,856 | 1,320,657 | SH | | SOLE | | 1,320,657 | 0 | 0 |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 108,462 | 1,106,413 | SH | | SOLE | | 1,041,416 | 0 | 64,997 |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 624,938 | 4,115,223 | SH | | SOLE | | 3,750,467 | 0 | 364,756 |
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 16,766 | 224,389 | SH | | SOLE | | 166,886 | 0 | 57,503 |
WORLDPAY INC | CL A | 981558109 | 551,206 | 7,211,912 | SH | | SOLE | | 6,612,020 | 0 | 599,892 |
YANDEX N V | SHS CLASS A | N97284108 | 47,568 | 1,739,247 | SH | | SOLE | | 1,739,247 | 0 | 0 |
ZUORA INC | COM CL A | 98983V106 | 12,089 | 666,445 | SH | | SOLE | | 494,463 | 0 | 171,982 |
ZYNGA INC | CL A | 98986T108 | 195,222 | 49,674,929 | SH | | SOLE | | 44,570,136 | 0 | 5,104,793 |