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 | 36,704 | 459,143 | SH | | SOLE | | 316,463 | 0 | 142,680 |
ABIOMED INC | COM | 003654100 | 95,642 | 334,891 | SH | | SOLE | | 315,468 | 0 | 19,423 |
AC IMMUNE SA | SHS | H00263105 | 903 | 178,866 | SH | | SOLE | | 178,866 | 0 | 0 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 30,390 | 1,131,829 | SH | | SOLE | | 883,765 | 0 | 248,064 |
ACCELERON PHARMA INC | COM | 00434H108 | 27,566 | 591,918 | SH | | SOLE | | 473,539 | 0 | 118,379 |
ACI WORLDWIDE INC | COM | 004498101 | 73,920 | 2,248,860 | SH | | SOLE | | 1,799,148 | 0 | 449,712 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 230,560 | 5,063,920 | SH | | SOLE | | 4,608,350 | 0 | 455,570 |
ADOBE INC | COM | 00724F101 | 52,191 | 195,845 | SH | | SOLE | | 183,366 | 0 | 12,479 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 287,215 | 1,684,251 | SH | | SOLE | | 1,536,515 | 0 | 147,736 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 381,305 | 14,941,422 | SH | | SOLE | | 13,800,309 | 0 | 1,141,113 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 470,873 | 5,858,087 | SH | | SOLE | | 5,407,739 | 0 | 450,348 |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 11,965 | 177,410 | SH | | SOLE | | 141,952 | 0 | 35,458 |
AIR LEASE CORP | CL A | 00912X302 | 206,346 | 6,007,176 | SH | | SOLE | | 5,628,929 | 0 | 378,247 |
AIR PRODS & CHEMS INC | COM | 009158106 | 18,211 | 95,366 | SH | | SOLE | | 95,366 | 0 | 0 |
ALBEMARLE CORP | COM | 012653101 | 120,688 | 1,472,164 | SH | | SOLE | | 1,389,334 | 0 | 82,830 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 574,278 | 4,248,248 | SH | | SOLE | | 3,921,422 | 0 | 326,826 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 162,874 | 892,707 | SH | | SOLE | | 892,707 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 60,688 | 213,442 | SH | | SOLE | | 201,457 | 0 | 11,985 |
ALLEGHANY CORP DEL | COM | 017175100 | 30,760 | 50,228 | SH | | SOLE | | 45,235 | 0 | 4,993 |
ALLERGAN PLC | SHS | G0177J108 | 990,867 | 6,767,753 | SH | | SOLE | | 6,362,006 | 0 | 405,747 |
ALPHABET INC | CAP STK CL A | 02079K305 | 1,068,856 | 908,204 | SH | | SOLE | | 815,928 | 0 | 92,276 |
ALPHABET INC | CAP STK CL C | 02079K107 | 569,954 | 485,766 | SH | | SOLE | | 437,525 | 0 | 48,241 |
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 2,032 | 97,900 | SH | | SOLE | | 97,900 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 640,057 | 359,431 | SH | | SOLE | | 318,077 | 0 | 41,354 |
AMBARELLA INC | SHS | G037AX101 | 20,130 | 465,970 | SH | | SOLE | | 373,249 | 0 | 92,721 |
AMERCO | COM | 023586100 | 133,221 | 358,593 | SH | | SOLE | | 323,957 | 0 | 34,636 |
AMERICAN EXPRESS CO | COM | 025816109 | 467,190 | 4,274,386 | SH | | SOLE | | 3,898,914 | 0 | 375,472 |
AMERISOURCEBERGEN CORP | COM | 03073E105 | 84,921 | 1,067,920 | SH | | SOLE | | 960,720 | 0 | 107,200 |
ANALOG DEVICES INC | COM | 032654105 | 159,547 | 1,515,595 | SH | | SOLE | | 1,380,346 | 0 | 135,249 |
ANTHEM INC | COM | 036752103 | 467,110 | 1,627,676 | SH | | SOLE | | 1,481,239 | 0 | 146,437 |
AON PLC | SHS CL A | G0408V102 | 1,139,111 | 6,673,174 | SH | | SOLE | | 5,886,257 | 0 | 786,917 |
APACHE CORP | COM | 037411105 | 56,086 | 1,618,177 | SH | | SOLE | | 1,521,778 | 0 | 96,399 |
APPLE INC | COM | 037833100 | 98,205 | 517,002 | SH | | SOLE | | 517,002 | 0 | 0 |
APTIV PLC | SHS | G6095L109 | 601,537 | 7,567,450 | SH | | SOLE | | 6,955,735 | 0 | 611,715 |
ARCH CAP GROUP LTD | ORD | G0450A105 | 1,700,648 | 52,619,046 | SH | | SOLE | | 49,549,468 | 0 | 3,069,578 |
ARCO PLATFORM LTD | COM CL A | G04553106 | 1,939 | 60,059 | SH | | SOLE | | 60,059 | 0 | 0 |
ARGENX SE | SPONSORED ADR | 04016X101 | 96,169 | 770,336 | SH | | SOLE | | 674,591 | 0 | 95,745 |
ARISTA NETWORKS INC | COM | 040413106 | 132,213 | 420,443 | SH | | SOLE | | 396,795 | 0 | 23,648 |
ARROW ELECTRS INC | COM | 042735100 | 94,985 | 1,232,617 | SH | | SOLE | | 1,111,060 | 0 | 121,557 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 133,131 | 1,131,107 | SH | | SOLE | | 1,006,441 | 0 | 124,666 |
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 252,681 | 1,343,689 | SH | | SOLE | | 1,251,483 | 0 | 92,206 |
ATLASSIAN CORP PLC | CL A | G06242104 | 711,086 | 6,326,953 | SH | | SOLE | | 5,896,015 | 0 | 430,938 |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 21,470 | 134,403 | SH | | SOLE | | 134,403 | 0 | 0 |
AUTOMATIC DATA PROCESSING IN | OPTIONS | 053015103 | 17,571 | 110,000 | SH | Put | SOLE | | 0 | 0 | 0 |
AUTONATION INC | COM | 05329W102 | 174,418 | 4,882,915 | SH | | SOLE | | 4,550,061 | 0 | 332,854 |
AVALARA INC | COM | 05338G106 | 7,970 | 142,854 | SH | | SOLE | | 114,285 | 0 | 28,569 |
AXALTA COATING SYS LTD | COM | G0750C108 | 94,165 | 3,735,209 | SH | | SOLE | | 3,372,153 | 0 | 363,056 |
BAIDU INC | SPON ADR REP A | 056752108 | 1,152,083 | 6,988,676 | SH | | SOLE | | 6,599,753 | 0 | 388,923 |
BANK AMER CORP | COM | 060505104 | 579,108 | 20,989,790 | SH | | SOLE | | 19,101,717 | 0 | 1,888,073 |
BANK NEW YORK MELLON CORP | COM | 064058100 | 672,029 | 13,325,983 | SH | | SOLE | | 12,154,594 | 0 | 1,171,389 |
BENEFITFOCUS INC | COM | 08180D106 | 60,273 | 1,217,140 | SH | | SOLE | | 971,680 | 0 | 245,460 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 106,073 | 528,013 | SH | | SOLE | | 528,013 | 0 | 0 |
BIO RAD LABS INC | CL A | 090572207 | 20,292 | 66,383 | SH | | SOLE | | 45,916 | 0 | 20,467 |
BLACKBERRY LTD | COM | 09228F103 | 6,291 | 624,100 | SH | | SOLE | | 624,100 | 0 | 0 |
BLACKLINE INC | COM | 09239B109 | 61,390 | 1,325,337 | SH | | SOLE | | 1,060,392 | 0 | 264,945 |
BLOCK H & R INC | COM | 093671105 | 100,538 | 4,199,581 | SH | | SOLE | | 3,783,629 | 0 | 415,952 |
BOK FINL CORP | COM NEW | 05561Q201 | 75,763 | 929,036 | SH | | SOLE | | 836,097 | 0 | 92,939 |
BOOKING HLDGS INC | COM | 09857L108 | 71,615 | 41,042 | SH | | SOLE | | 41,042 | 0 | 0 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 904,652 | 23,570,917 | SH | | SOLE | | 21,764,227 | 0 | 1,806,690 |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 49,419 | 388,786 | SH | | SOLE | | 311,050 | 0 | 77,736 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 31,311 | 656,286 | SH | | SOLE | | 451,783 | 0 | 204,503 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 111,744 | 1,077,671 | SH | | SOLE | | 1,013,297 | 0 | 64,374 |
BWX TECHNOLOGIES INC | COM | 05605H100 | 54,913 | 1,107,563 | SH | | SOLE | | 904,362 | 0 | 203,201 |
CAE INC | COM | 124765108 | 24,712 | 1,115,298 | SH | | SOLE | | 943,734 | 0 | 171,564 |
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 220,944 | 4,601,089 | SH | | SOLE | | 4,134,037 | 0 | 467,052 |
CANADIAN NATL RY CO | COM | 136375102 | 100,157 | 1,119,322 | SH | | SOLE | | 954,930 | 0 | 164,392 |
CANADIAN PAC RY LTD | COM | 13645T100 | 137,888 | 669,261 | SH | | SOLE | | 589,624 | 0 | 79,637 |
CARDINAL HEALTH INC | COM | 14149Y108 | 41,263 | 856,977 | SH | | SOLE | | 856,977 | 0 | 0 |
CBS CORP NEW | CL B | 124857202 | 162,844 | 3,426,129 | SH | | SOLE | | 3,210,949 | 0 | 215,180 |
CELANESE CORP DEL | COM | 150870103 | 216,413 | 2,194,631 | SH | | SOLE | | 2,035,535 | 0 | 159,096 |
CERIDIAN HCM HLDG INC | COM | 15677J108 | 54,385 | 1,060,128 | SH | | SOLE | | 1,000,498 | 0 | 59,630 |
CHEGG INC | COM | 163092109 | 80,804 | 2,119,720 | SH | | SOLE | | 1,695,871 | 0 | 423,849 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 76,436 | 107,610 | SH | | SOLE | | 101,590 | 0 | 6,020 |
CHUBB LIMITED | COM | H1467J104 | 56,259 | 401,624 | SH | | SOLE | | 401,624 | 0 | 0 |
CIMAREX ENERGY CO | COM | 171798101 | 51,958 | 743,322 | SH | | SOLE | | 670,359 | 0 | 72,963 |
CINTAS CORP | COM | 172908105 | 143,550 | 710,259 | SH | | SOLE | | 669,505 | 0 | 40,754 |
CISCO SYS INC | COM | 17275R102 | 79,602 | 1,474,388 | SH | | SOLE | | 1,474,388 | 0 | 0 |
CISION LTD | SHS | G1992S109 | 34,909 | 2,535,168 | SH | | SOLE | | 2,050,821 | 0 | 484,347 |
CITIGROUP INC | COM NEW | 172967424 | 686,497 | 11,033,376 | SH | | SOLE | | 10,184,915 | 0 | 848,461 |
CME GROUP INC | COM CL A | 12572Q105 | 6,438 | 39,120 | SH | | SOLE | | 27,078 | 0 | 12,042 |
COGNEX CORP | COM | 192422103 | 132,606 | 2,607,272 | SH | | SOLE | | 2,400,869 | 0 | 206,403 |
COHERENT INC | COM | 192479103 | 18,199 | 128,414 | SH | | SOLE | | 104,336 | 0 | 24,078 |
COMCAST CORP NEW | CL A | 20030N101 | 79,563 | 1,990,073 | SH | | SOLE | | 1,990,073 | 0 | 0 |
COPA HOLDINGS SA | CL A | P31076105 | 1,940 | 24,071 | SH | | SOLE | | 24,071 | 0 | 0 |
COUPA SOFTWARE INC | COM | 22266L106 | 28,658 | 314,995 | SH | | SOLE | | 262,905 | 0 | 52,090 |
CREDICORP LTD | COM | G2519Y108 | 41,164 | 171,554 | SH | | SOLE | | 171,554 | 0 | 0 |
CREE INC | COM | 225447101 | 549,532 | 9,603,842 | SH | | SOLE | | 8,769,127 | 0 | 834,715 |
CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 81,762 | 1,871,417 | SH | | SOLE | | 1,764,740 | 0 | 106,677 |
CUBIC CORP | COM | 229669106 | 29,309 | 521,146 | SH | | SOLE | | 417,789 | 0 | 103,357 |
CURTISS WRIGHT CORP | COM | 231561101 | 41,471 | 365,899 | SH | | SOLE | | 293,393 | 0 | 72,506 |
DANAHER CORPORATION | COM | 235851102 | 20,659 | 156,486 | SH | | SOLE | | 108,093 | 0 | 48,393 |
DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 73,360 | 3,808,910 | SH | | SOLE | | 3,429,215 | 0 | 379,695 |
DENTSPLY SIRONA INC | COM | 24906P109 | 773,489 | 15,597,685 | SH | | SOLE | | 14,201,586 | 0 | 1,396,099 |
DESCARTES SYS GROUP INC | COM | 249906108 | 5,856 | 161,100 | SH | | SOLE | | 161,100 | 0 | 0 |
DEVON ENERGY CORP NEW | COM | 25179M103 | 80,200 | 2,541,193 | SH | | SOLE | | 2,373,244 | 0 | 167,949 |
DEXCOM INC | COM | 252131107 | 138,642 | 1,164,081 | SH | | SOLE | | 997,589 | 0 | 166,492 |
DOCUSIGN INC | COM | 256163106 | 62,829 | 1,211,987 | SH | | SOLE | | 1,140,746 | 0 | 71,241 |
DOLBY LABORATORIES INC | COM CL A | 25659T107 | 16,498 | 261,999 | SH | | SOLE | | 181,016 | 0 | 80,983 |
DONALDSON INC | COM | 257651109 | 57,291 | 1,144,454 | SH | | SOLE | | 915,545 | 0 | 228,909 |
DOWDUPONT INC | COM | 26078J100 | 67,415 | 1,264,590 | SH | | SOLE | | 1,264,590 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 130,715 | 683,192 | SH | | SOLE | | 644,647 | 0 | 38,545 |
EOG RES INC | COM | 26875P101 | 37,514 | 394,137 | SH | | SOLE | | 394,137 | 0 | 0 |
EQUINIX INC | COM | 29444U700 | 40,073 | 88,431 | SH | | SOLE | | 88,431 | 0 | 0 |
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 102,789 | 3,144,347 | SH | | SOLE | | 2,841,695 | 0 | 302,652 |
EXACT SCIENCES CORP | COM | 30063P105 | 156,880 | 1,811,128 | SH | | SOLE | | 1,707,580 | 0 | 103,548 |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 795,343 | 6,683,552 | SH | | SOLE | | 6,138,474 | 0 | 545,078 |
FACEBOOK INC | CL A | 30303M102 | 732,191 | 4,392,528 | SH | | SOLE | | 4,033,702 | 0 | 358,826 |
FACEBOOK INC | OPTIONS | 30303M102 | 27,087 | 162,500 | SH | Call | SOLE | | 0 | 0 | 0 |
FEDEX CORP | COM | 31428X106 | 497,162 | 2,740,543 | SH | | SOLE | | 2,527,034 | 0 | 213,509 |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 49,883 | 441,049 | SH | | SOLE | | 410,950 | 0 | 30,099 |
FIDELITY NATL INFORMATION SV | OPTIONS | 31620M106 | 5,474 | 48,400 | SH | Call | SOLE | | 0 | 0 | 0 |
FIFTH THIRD BANCORP | COM | 316773100 | 82,852 | 3,285,164 | SH | | SOLE | | 2,958,026 | 0 | 327,138 |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 223,410 | 2,223,874 | SH | | SOLE | | 2,094,679 | 0 | 129,195 |
FIRST SOLAR INC | COM | 336433107 | 86,521 | 1,637,421 | SH | | SOLE | | 1,463,626 | 0 | 173,795 |
FISERV INC | COM | 337738108 | 36,173 | 409,755 | SH | | SOLE | | 409,755 | 0 | 0 |
FLIR SYS INC | COM | 302445101 | 25,500 | 535,941 | SH | | SOLE | | 509,421 | 0 | 26,520 |
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 32,438 | 786,949 | SH | | SOLE | | 630,000 | 0 | 156,949 |
FLUIDIGM CORP DEL | COM | 34385P108 | 3,437 | 258,626 | SH | | SOLE | | 258,626 | 0 | 0 |
FLUOR CORP NEW | COM | 343412102 | 183,573 | 4,988,385 | SH | | SOLE | | 4,602,448 | 0 | 385,937 |
FORTIS INC | COM | 349553107 | 61,046 | 1,651,719 | SH | | SOLE | | 1,393,158 | 0 | 258,561 |
FORTIVE CORP | COM | 34959J108 | 399,119 | 4,757,642 | SH | | SOLE | | 4,377,569 | 0 | 380,073 |
GARDNER DENVER HLDGS INC | COM | 36555P107 | 304,406 | 10,945,909 | SH | | SOLE | | 9,988,564 | 0 | 957,345 |
GCI LIBERTY INC | COM CLASS A | 36164V305 | 142,965 | 2,570,848 | SH | | SOLE | | 2,363,938 | 0 | 206,910 |
GENTEX CORP | COM | 371901109 | 107,382 | 5,192,531 | SH | | SOLE | | 4,693,458 | 0 | 499,073 |
GLAUKOS CORP | COM | 377322102 | 65,658 | 837,797 | SH | | SOLE | | 670,334 | 0 | 167,463 |
GLOBAL PMTS INC | COM | 37940X102 | 568,400 | 4,163,494 | SH | | SOLE | | 3,936,895 | 0 | 226,599 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 54,195 | 282,281 | SH | | SOLE | | 282,281 | 0 | 0 |
GRANA Y MONTERO S A A | SPONSORED ADS | 38500P208 | 1,433 | 409,490 | SH | | SOLE | | 409,490 | 0 | 0 |
GRUPO FINANCIERO GALICIA S A | SPONSORED ADR | 399909100 | 1,589 | 62,282 | SH | | SOLE | | 62,282 | 0 | 0 |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 344,210 | 3,542,715 | SH | | SOLE | | 3,202,100 | 0 | 340,615 |
HALOZYME THERAPEUTICS INC | COM | 40637H109 | 33,092 | 2,055,396 | SH | | SOLE | | 1,644,358 | 0 | 411,038 |
HARRIS CORP DEL | COM | 413875105 | 724,359 | 4,535,465 | SH | | SOLE | | 4,159,722 | 0 | 375,743 |
HASBRO INC | COM | 418056107 | 81,408 | 957,518 | SH | | SOLE | | 903,593 | 0 | 53,925 |
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 525,726 | 4,535,642 | SH | | SOLE | | 4,212,376 | 0 | 323,266 |
HEALTHEQUITY INC | COM | 42226A107 | 46,945 | 634,568 | SH | | SOLE | | 511,151 | 0 | 123,417 |
HEICO CORP NEW | COM | 422806109 | 23,196 | 244,498 | SH | | SOLE | | 196,045 | 0 | 48,453 |
HESS CORP | COM | 42809H107 | 73,202 | 1,215,366 | SH | | SOLE | | 1,126,846 | 0 | 88,520 |
HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 44,859 | 1,064,523 | SH | | SOLE | | 1,064,523 | 0 | 0 |
HUBSPOT INC | COM | 443573100 | 236,843 | 1,424,963 | SH | | SOLE | | 1,274,160 | 0 | 150,803 |
IAC INTERACTIVECORP | COM | 44919P508 | 121,472 | 578,134 | SH | | SOLE | | 521,339 | 0 | 56,795 |
ICICI BK LTD | ADR | 45104G104 | 21,904 | 1,911,318 | SH | | SOLE | | 1,911,318 | 0 | 0 |
IHS MARKIT LTD | SHS | G47567105 | 1,531,247 | 28,158,274 | SH | | SOLE | | 25,864,231 | 0 | 2,294,043 |
IMPERIAL OIL LTD | COM NEW | 453038408 | 727,092 | 26,635,116 | SH | | SOLE | | 25,415,722 | 0 | 1,219,394 |
INFLARX NV | COM | N44821101 | 1,973 | 52,197 | SH | | SOLE | | 52,197 | 0 | 0 |
INGEVITY CORP | COM | 45688C107 | 42,840 | 405,644 | SH | | SOLE | | 324,383 | 0 | 81,261 |
INSULET CORP | COM | 45784P101 | 132,274 | 1,391,041 | SH | | SOLE | | 1,260,629 | 0 | 130,412 |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 333,365 | 4,378,312 | SH | | SOLE | | 3,763,716 | 0 | 614,596 |
INTERSECT ENT INC | COM | 46071F103 | 7,121 | 221,505 | SH | | SOLE | | 221,505 | 0 | 0 |
INTERXION HOLDING N.V | SHS | N47279109 | 60,586 | 907,931 | SH | | SOLE | | 706,442 | 0 | 201,489 |
IPG PHOTONICS CORP | COM | 44980X109 | 3,117 | 20,537 | SH | | SOLE | | 20,537 | 0 | 0 |
IQIYI INC | SPONSORED ADS | 46267X108 | 1,648 | 68,910 | SH | | SOLE | | 68,910 | 0 | 0 |
ISHARES TR | INDIA 50 ETF | 464289529 | 6,804 | 179,418 | SH | | SOLE | | 179,418 | 0 | 0 |
JACOBS ENGR GROUP INC | COM | 469814107 | 170,700 | 2,270,248 | SH | | SOLE | | 2,121,454 | 0 | 148,794 |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 64,518 | 702,118 | SH | | SOLE | | 561,714 | 0 | 140,404 |
KIRBY CORP | COM | 497266106 | 114,528 | 1,524,802 | SH | | SOLE | | 1,375,783 | 0 | 149,019 |
KROGER CO | COM | 501044101 | 130,739 | 5,314,585 | SH | | SOLE | | 4,797,110 | 0 | 517,475 |
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 656 | 27,837 | SH | | SOLE | | 19,179 | 0 | 8,658 |
LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 58,104 | 1,357,567 | SH | | SOLE | | 1,226,125 | 0 | 131,442 |
LINDE PLC | COM | G5494J103 | 36,743 | 208,848 | SH | | SOLE | | 208,848 | 0 | 0 |
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 47,793 | 3,055,796 | SH | | SOLE | | 2,748,956 | 0 | 306,840 |
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 28,182 | 1,866,367 | SH | | SOLE | | 1,680,406 | 0 | 185,961 |
LIVANOVA PLC | SHS | G5509L101 | 6,837 | 70,300 | SH | | SOLE | | 70,300 | 0 | 0 |
LIVEPERSON INC | COM | 538146101 | 42,510 | 1,464,855 | SH | | SOLE | | 1,204,028 | 0 | 260,827 |
LIVERAMP HLDGS INC | COM | 53815P108 | 12,907 | 236,527 | SH | | SOLE | | 163,054 | 0 | 73,473 |
LOEWS CORP | COM | 540424108 | 73,172 | 1,526,637 | SH | | SOLE | | 1,380,482 | 0 | 146,155 |
LOWES COS INC | COM | 548661107 | 408,939 | 3,735,627 | SH | | SOLE | | 3,395,624 | 0 | 340,003 |
LULULEMON ATHLETICA INC | COM | 550021109 | 131,934 | 805,113 | SH | | SOLE | | 759,893 | 0 | 45,220 |
M & T BK CORP | COM | 55261F104 | 131,220 | 835,692 | SH | | SOLE | | 754,040 | 0 | 81,652 |
MARATHON PETE CORP | COM | 56585A102 | 40,152 | 670,874 | SH | | SOLE | | 605,053 | 0 | 65,821 |
MARKETAXESS HLDGS INC | COM | 57060D108 | 56,263 | 228,639 | SH | | SOLE | | 215,799 | 0 | 12,840 |
MARSH & MCLENNAN COS INC | COM | 571748102 | 672,534 | 7,162,238 | SH | | SOLE | | 6,532,751 | 0 | 629,487 |
MASTERCARD INC | CL A | 57636Q104 | 38,854 | 165,022 | SH | | SOLE | | 113,629 | 0 | 51,393 |
MEDTRONIC PLC | SHS | G5960L103 | 1,275,055 | 13,999,281 | SH | | SOLE | | 12,605,799 | 0 | 1,393,482 |
MEDTRONIC PLC | OPTIONS | G5960L103 | 8,562 | 94,000 | SH | Call | SOLE | | 0 | 0 | 0 |
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 4,019 | 33,958 | SH | | SOLE | | 33,958 | 0 | 0 |
MERCADOLIBRE INC | COM | 58733R102 | 96,301 | 189,669 | SH | | SOLE | | 189,669 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 358,656 | 3,041,000 | SH | | SOLE | | 2,782,707 | 0 | 258,293 |
MONOLITHIC PWR SYS INC | COM | 609839105 | 51,804 | 382,349 | SH | | SOLE | | 305,921 | 0 | 76,428 |
MORNINGSTAR INC | COM | 617700109 | 4,080 | 32,380 | SH | | SOLE | | 25,910 | 0 | 6,470 |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 247,338 | 1,761,413 | SH | | SOLE | | 1,658,185 | 0 | 103,228 |
MSCI INC | COM | 55354G100 | 31,168 | 156,748 | SH | | SOLE | | 145,955 | 0 | 10,793 |
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 5,351 | 223,609 | SH | | SOLE | | 223,609 | 0 | 0 |
NEOGENOMICS INC | COM NEW | 64049M209 | 30,439 | 1,487,720 | SH | | SOLE | | 1,190,648 | 0 | 297,072 |
NETAPP INC | COM | 64110D104 | 52,475 | 756,774 | SH | | SOLE | | 681,372 | 0 | 75,402 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 24,875 | 282,354 | SH | | SOLE | | 225,875 | 0 | 56,479 |
NEW YORK TIMES CO | CL A | 650111107 | 170,731 | 5,197,296 | SH | | SOLE | | 4,738,354 | 0 | 458,942 |
NEWS CORP NEW | CL A | 65249B109 | 82,598 | 6,639,739 | SH | | SOLE | | 6,000,417 | 0 | 639,322 |
NICE LTD | SPONSORED ADR | 653656108 | 50,656 | 413,481 | SH | | SOLE | | 381,043 | 0 | 32,438 |
NOAH HLDGS LTD | SPON ADS CL A | 65487X102 | 3,739 | 77,158 | SH | | SOLE | | 77,158 | 0 | 0 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 44,170 | 236,341 | SH | | SOLE | | 205,041 | 0 | 31,300 |
NORFOLK SOUTHERN CORP | OPTIONS | 655844108 | 11,288 | 60,400 | SH | Call | SOLE | | 0 | 0 | 0 |
NOVANTA INC | COM | 67000B104 | 69,091 | 815,425 | SH | | SOLE | | 659,846 | 0 | 155,579 |
NUTRIEN LTD | COM | 67077M108 | 152,741 | 2,895,006 | SH | | SOLE | | 2,723,291 | 0 | 171,715 |
NVIDIA CORP | COM | 67066G104 | 105,018 | 584,863 | SH | | SOLE | | 584,863 | 0 | 0 |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,045,706 | 11,830,588 | SH | | SOLE | | 11,107,770 | 0 | 722,818 |
OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 67,934 | 1,368,257 | SH | | SOLE | | 1,368,257 | 0 | 0 |
OCCIDENTAL PETE CORP | COM | 674599105 | 28,014 | 423,170 | SH | | SOLE | | 423,170 | 0 | 0 |
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 100,748 | 1,180,686 | SH | | SOLE | | 1,033,198 | 0 | 147,488 |
OMNICOM GROUP INC | COM | 681919106 | 110,466 | 1,513,441 | SH | | SOLE | | 1,366,517 | 0 | 146,924 |
ORACLE CORP | COM | 68389X105 | 608,657 | 11,332,282 | SH | | SOLE | | 10,397,352 | 0 | 934,930 |
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 248,944 | 8,339,841 | SH | | SOLE | | 7,675,321 | 0 | 664,520 |
PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 1,539 | 55,809 | SH | | SOLE | | 55,809 | 0 | 0 |
PAYPAL HLDGS INC | COM | 70450Y103 | 36,728 | 353,697 | SH | | SOLE | | 243,482 | 0 | 110,215 |
PERKINELMER INC | COM | 714046109 | 39,406 | 408,941 | SH | | SOLE | | 339,389 | 0 | 69,552 |
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 1,920 | 134,300 | SH | | SOLE | | 134,300 | 0 | 0 |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 522,199 | 32,801,429 | SH | | SOLE | | 28,132,108 | 0 | 4,669,321 |
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 74,319 | 1,358,663 | SH | | SOLE | | 1,227,192 | 0 | 131,471 |
PIONEER NAT RES CO | COM | 723787107 | 265,074 | 1,740,704 | SH | | SOLE | | 1,583,866 | 0 | 156,838 |
PROGRESSIVE CORP OHIO | COM | 743315103 | 1,248,261 | 17,315,316 | SH | | SOLE | | 15,930,451 | 0 | 1,384,865 |
PROOFPOINT INC | COM | 743424103 | 18,899 | 155,641 | SH | | SOLE | | 124,484 | 0 | 31,157 |
PTC INC | COM | 69370C100 | 22,790 | 247,232 | SH | | SOLE | | 170,390 | 0 | 76,842 |
Q2 HLDGS INC | COM | 74736L109 | 119,202 | 1,721,082 | SH | | SOLE | | 1,376,912 | 0 | 344,170 |
QUOTIENT LTD | SHS | G73268107 | 3,342 | 370,874 | SH | | SOLE | | 370,874 | 0 | 0 |
QURATE RETAIL INC | COM SER A | 74915M100 | 75,589 | 4,730,241 | SH | | SOLE | | 4,417,132 | 0 | 313,109 |
RADIUS HEALTH INC | COM NEW | 750469207 | 14,069 | 705,574 | SH | | SOLE | | 564,517 | 0 | 141,057 |
RADWARE LTD | ORD | M81873107 | 6,454 | 247,010 | SH | | SOLE | | 247,010 | 0 | 0 |
RAYTHEON CO | COM NEW | 755111507 | 62,635 | 343,997 | SH | | SOLE | | 343,997 | 0 | 0 |
REALPAGE INC | COM | 75606N109 | 32,190 | 530,408 | SH | | SOLE | | 447,330 | 0 | 83,078 |
ROKU INC | COM CL A | 77543R102 | 25,202 | 390,672 | SH | | SOLE | | 312,302 | 0 | 78,370 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 294,624 | 861,550 | SH | | SOLE | | 811,306 | 0 | 50,244 |
RYDER SYS INC | COM | 783549108 | 114,215 | 1,842,481 | SH | | SOLE | | 1,661,259 | 0 | 181,222 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 89,430 | 562,278 | SH | | SOLE | | 515,288 | 0 | 46,990 |
SALESFORCE COM INC | COM | 79466L302 | 10,253 | 64,743 | SH | | SOLE | | 64,743 | 0 | 0 |
SANOFI | SPONSORED ADR | 80105N105 | 51,486 | 1,162,743 | SH | | SOLE | | 1,162,743 | 0 | 0 |
SEA LTD | SPONSORED ADS | 81141R100 | 75,670 | 3,217,274 | SH | | SOLE | | 3,217,274 | 0 | 0 |
SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 119,831 | 2,565,982 | SH | | SOLE | | 2,371,679 | 0 | 194,303 |
SERVICENOW INC | COM | 81762P102 | 13,233 | 53,686 | SH | | SOLE | | 37,094 | 0 | 16,592 |
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 81,554 | 988,776 | SH | | SOLE | | 934,568 | 0 | 54,208 |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 7,461 | 198,011 | SH | | SOLE | | 198,011 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 22,330 | 179,214 | SH | | SOLE | | 179,214 | 0 | 0 |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 1,785 | 28,020 | SH | | SOLE | | 18,302 | 0 | 9,718 |
STONECO LTD | COM CL A | G85158106 | 45,187 | 1,099,171 | SH | | SOLE | | 1,099,171 | 0 | 0 |
STORE CAP CORP | COM | 862121100 | 49,392 | 1,474,399 | SH | | SOLE | | 1,326,620 | 0 | 147,779 |
SUNTRUST BKS INC | COM | 867914103 | 106,953 | 1,805,117 | SH | | SOLE | | 1,712,300 | 0 | 92,817 |
SVB FINL GROUP | COM | 78486Q101 | 73,313 | 329,705 | SH | | SOLE | | 311,255 | 0 | 18,450 |
SYNCHRONY FINL | COM | 87165B103 | 184,588 | 5,786,462 | SH | | SOLE | | 5,453,093 | 0 | 333,369 |
TABLEAU SOFTWARE INC | CL A | 87336U105 | 458,329 | 3,600,954 | SH | | SOLE | | 3,323,664 | 0 | 277,290 |
TABULA RASA HEALTHCARE INC | COM | 873379101 | 25,318 | 448,735 | SH | | SOLE | | 358,995 | 0 | 89,740 |
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 13,798 | 261,722 | SH | | SOLE | | 209,477 | 0 | 52,245 |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 108,139 | 1,145,903 | SH | | SOLE | | 1,083,428 | 0 | 62,475 |
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 110,283 | 3,056,612 | SH | | SOLE | | 3,056,612 | 0 | 0 |
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 91,939 | 1,839,156 | SH | | SOLE | | 1,739,718 | 0 | 99,438 |
TE CONNECTIVITY LTD | REG SHS | H84989104 | 302,082 | 3,740,958 | SH | | SOLE | | 3,621,740 | 0 | 119,218 |
TELADOC HEALTH INC | COM | 87918A105 | 32,489 | 584,329 | SH | | SOLE | | 467,497 | 0 | 116,832 |
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 126,968 | 535,709 | SH | | SOLE | | 437,606 | 0 | 98,103 |
TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 1,169,730 | 96,912,186 | SH | | SOLE | | 91,150,682 | 0 | 5,761,504 |
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 857 | 47,363 | SH | | SOLE | | 47,363 | 0 | 0 |
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 9,752 | 621,954 | SH | | SOLE | | 621,954 | 0 | 0 |
TEXAS INSTRS INC | COM | 882508104 | 17,742 | 167,269 | SH | | SOLE | | 167,269 | 0 | 0 |
THE TRADE DESK INC | COM CL A | 88339J105 | 115,098 | 581,451 | SH | | SOLE | | 518,167 | 0 | 63,284 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 21,315 | 77,872 | SH | | SOLE | | 77,872 | 0 | 0 |
TIFFANY & CO NEW | COM | 886547108 | 117,231 | 1,110,671 | SH | | SOLE | | 1,032,343 | 0 | 78,328 |
TORCHMARK CORP | COM | 891027104 | 131,202 | 1,600,996 | SH | | SOLE | | 1,445,680 | 0 | 155,316 |
TOTAL SYS SVCS INC | COM | 891906109 | 31,448 | 330,994 | SH | | SOLE | | 330,994 | 0 | 0 |
TRANSUNION | COM | 89400J107 | 183,388 | 2,743,689 | SH | | SOLE | | 2,585,419 | 0 | 158,270 |
TRIMBLE INC | COM | 896239100 | 108,440 | 2,684,151 | SH | | SOLE | | 2,523,802 | 0 | 160,349 |
TYLER TECHNOLOGIES INC | COM | 902252105 | 59,043 | 288,860 | SH | | SOLE | | 231,091 | 0 | 57,769 |
UNDER ARMOUR INC | CL A | 904311107 | 68,535 | 3,241,969 | SH | | SOLE | | 3,051,873 | 0 | 190,096 |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 318,150 | 2,468,382 | SH | | SOLE | | 2,312,522 | 0 | 155,860 |
VARONIS SYS INC | COM | 922280102 | 19,220 | 322,326 | SH | | SOLE | | 222,144 | 0 | 100,182 |
VEEVA SYS INC | CL A COM | 922475108 | 767,077 | 6,046,643 | SH | | SOLE | | 5,478,971 | 0 | 567,672 |
VERICEL CORP | COM | 92346J108 | 3,858 | 220,321 | SH | | SOLE | | 220,321 | 0 | 0 |
VIEWRAY INC | COM | 92672L107 | 21,528 | 2,913,163 | SH | | SOLE | | 2,222,857 | 0 | 690,306 |
VIRTU FINL INC | CL A | 928254101 | 36,584 | 1,540,392 | SH | | SOLE | | 1,232,337 | 0 | 308,055 |
VISA INC | COM CL A | 92826C839 | 852,506 | 5,458,136 | SH | | SOLE | | 5,036,499 | 0 | 421,637 |
VISTEON CORP | COM NEW | 92839U206 | 45,561 | 676,480 | SH | | SOLE | | 546,648 | 0 | 129,832 |
VMWARE INC | CL A COM | 928563402 | 29,773 | 164,936 | SH | | SOLE | | 164,936 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 154,753 | 1,042,457 | SH | | SOLE | | 982,170 | 0 | 60,287 |
WEBSTER FINL CORP CONN | COM | 947890109 | 67,834 | 1,338,738 | SH | | SOLE | | 1,071,153 | 0 | 267,585 |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 116,294 | 431,116 | SH | | SOLE | | 406,201 | 0 | 24,915 |
WELLS FARGO CO NEW | COM | 949746101 | 44,568 | 922,347 | SH | | SOLE | | 922,347 | 0 | 0 |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 122,483 | 1,111,465 | SH | | SOLE | | 1,040,800 | 0 | 70,665 |
WEX INC | COM | 96208T104 | 19,001 | 98,970 | SH | | SOLE | | 68,469 | 0 | 30,501 |
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 716,570 | 4,079,532 | SH | | SOLE | | 3,720,291 | 0 | 359,241 |
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 19,592 | 225,769 | SH | | SOLE | | 180,823 | 0 | 44,946 |
WORLDPAY INC | CL A | 981558109 | 985,951 | 8,686,793 | SH | | SOLE | | 8,057,897 | 0 | 628,896 |
YANDEX N V | SHS CLASS A | N97284108 | 71,893 | 2,093,556 | SH | | SOLE | | 2,093,556 | 0 | 0 |
ZSCALER INC | COM | 98980G102 | 28,835 | 406,529 | SH | | SOLE | | 383,709 | 0 | 22,820 |
ZYNGA INC | CL A | 98986T108 | 264,683 | 49,659,027 | SH | | SOLE | | 45,077,552 | 0 | 4,581,475 |