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 |
ABIOMED INC | COM | 003654100 | 131,689 | 505,543 | SH | SOLE | 476,371 | 0 | 29,172 | ||
AC IMMUNE SA | SHS | H00263105 | 1,242 | 223,727 | SH | SOLE | 223,727 | 0 | 0 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 41,556 | 1,554,658 | SH | SOLE | 1,306,594 | 0 | 248,064 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 26,896 | 654,718 | SH | SOLE | 520,549 | 0 | 134,169 | ||
ACI WORLDWIDE INC | COM | 004498101 | 75,132 | 2,187,876 | SH | SOLE | 1,738,289 | 0 | 449,587 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 274,304 | 5,811,531 | SH | SOLE | 5,282,041 | 0 | 529,490 | ||
ADOBE INC | COM | 00724F101 | 51,251 | 173,939 | SH | SOLE | 161,460 | 0 | 12,479 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 255,879 | 1,660,041 | SH | SOLE | 1,518,147 | 0 | 141,894 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 570,770 | 18,793,872 | SH | SOLE | 17,321,066 | 0 | 1,472,806 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 391,909 | 5,248,547 | SH | SOLE | 4,848,746 | 0 | 399,801 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 18,413 | 369,139 | SH | SOLE | 293,549 | 0 | 75,590 | ||
AIR LEASE CORP | CL A | 00912X302 | 239,949 | 5,804,290 | SH | SOLE | 5,417,309 | 0 | 386,981 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 658,445 | 5,027,064 | SH | SOLE | 4,562,936 | 0 | 464,128 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 170,658 | 1,007,131 | SH | SOLE | 1,007,131 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 1,271,528 | 7,594,387 | SH | SOLE | 7,168,754 | 0 | 425,633 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,011,170 | 933,847 | SH | SOLE | 836,771 | 0 | 97,076 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 511,656 | 473,357 | SH | SOLE | 427,156 | 0 | 46,201 | ||
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 3,137 | 161,760 | SH | SOLE | 161,760 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 714,717 | 377,432 | SH | SOLE | 332,732 | 0 | 44,700 | ||
AMBARELLA INC | SHS | G037AX101 | 19,914 | 451,265 | SH | SOLE | 358,569 | 0 | 92,696 | ||
AMERCO | COM | 023586100 | 126,579 | 334,379 | SH | SOLE | 298,947 | 0 | 35,432 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 523,033 | 4,237,142 | SH | SOLE | 3,875,197 | 0 | 361,945 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 17,824 | 87,180 | SH | SOLE | 87,180 | 0 | 0 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 86,150 | 1,010,442 | SH | SOLE | 900,656 | 0 | 109,786 | ||
ANALOG DEVICES INC | COM | 032654105 | 155,178 | 1,374,842 | SH | SOLE | 1,236,472 | 0 | 138,370 | ||
ANAPLAN INC | COM | 03272L108 | 31,308 | 620,318 | SH | SOLE | 461,793 | 0 | 158,525 | ||
ANTHEM INC | COM | 036752103 | 453,953 | 1,608,565 | SH | SOLE | 1,462,128 | 0 | 146,437 | ||
AON PLC | SHS CL A | G0408V102 | 1,166,851 | 6,046,484 | SH | SOLE | 5,305,255 | 0 | 741,229 | ||
APACHE CORP | COM | 037411105 | 45,402 | 1,567,209 | SH | SOLE | 1,468,579 | 0 | 98,630 | ||
APPLE INC | COM | 037833100 | 105,263 | 531,845 | SH | SOLE | 531,845 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 602,454 | 7,453,349 | SH | SOLE | 6,841,634 | 0 | 611,715 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | 1,778,193 | 47,955,591 | SH | SOLE | 45,279,627 | 0 | 2,675,964 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 1,814 | 41,431 | SH | SOLE | 41,431 | 0 | 0 | ||
ARGENX SE | SPONSORED ADR | 04016X101 | 161,613 | 1,141,497 | SH | SOLE | 1,021,783 | 0 | 119,714 | ||
ARISTA NETWORKS INC | COM | 040413106 | 443,097 | 1,706,712 | SH | SOLE | 1,553,798 | 0 | 152,914 | ||
ARROW ELECTRS INC | COM | 042735100 | 81,740 | 1,146,911 | SH | SOLE | 1,022,634 | 0 | 124,277 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 183,465 | 1,593,267 | SH | SOLE | 1,395,420 | 0 | 197,847 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 169,740 | 816,330 | SH | SOLE | 755,762 | 0 | 60,568 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 716,658 | 5,477,364 | SH | SOLE | 5,068,512 | 0 | 408,852 | ||
AUTONATION INC | COM | 05329W102 | 196,649 | 4,688,813 | SH | SOLE | 4,348,258 | 0 | 340,555 | ||
AVALARA INC | COM | 05338G106 | 24,585 | 340,509 | SH | SOLE | 270,651 | 0 | 69,858 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 103,670 | 3,482,354 | SH | SOLE | 3,110,917 | 0 | 371,437 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 851,783 | 7,257,861 | SH | SOLE | 6,875,688 | 0 | 382,173 | ||
BANK AMER CORP | COM | 060505104 | 601,508 | 20,741,666 | SH | SOLE | 18,853,593 | 0 | 1,888,073 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 598,067 | 13,546,259 | SH | SOLE | 12,390,324 | 0 | 1,155,935 | ||
BENEFITFOCUS INC | COM | 08180D106 | 32,153 | 1,184,261 | SH | SOLE | 938,868 | 0 | 245,393 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 115,788 | 543,171 | SH | SOLE | 543,171 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 24,399 | 78,055 | SH | SOLE | 58,066 | 0 | 19,989 | ||
BLACKBERRY LTD | COM | 09228F103 | 7,493 | 1,005,400 | SH | SOLE | 1,005,400 | 0 | 0 | ||
BLACKLINE INC | COM | 09239B109 | 69,082 | 1,291,004 | SH | SOLE | 1,026,127 | 0 | 264,877 | ||
BLOCK H & R INC | COM | 093671105 | 114,311 | 3,901,410 | SH | SOLE | 3,476,658 | 0 | 424,752 | ||
BOK FINL CORP | COM NEW | 05561Q201 | 66,222 | 877,348 | SH | SOLE | 784,409 | 0 | 92,939 | ||
BOOKING HLDGS INC | COM | 09857L108 | 399,954 | 213,342 | SH | SOLE | 199,138 | 0 | 14,204 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 878,487 | 20,439,447 | SH | SOLE | 18,537,912 | 0 | 1,901,535 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 57,154 | 378,832 | SH | SOLE | 301,116 | 0 | 77,716 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 134,366 | 1,052,365 | SH | SOLE | 987,991 | 0 | 64,374 | ||
BWX TECHNOLOGIES INC | COM | 05605H100 | 56,532 | 1,085,064 | SH | SOLE | 881,863 | 0 | 203,201 | ||
CAE INC | COM | 124765108 | 40,814 | 1,517,986 | SH | SOLE | 1,267,610 | 0 | 250,376 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 197,068 | 5,088,262 | SH | SOLE | 4,489,481 | 0 | 598,781 | ||
CANADIAN NATL RY CO | COM | 136375102 | 188,434 | 2,037,559 | SH | SOLE | 1,723,947 | 0 | 313,612 | ||
CANADIAN PAC RY LTD | COM | 13645T100 | 122,636 | 521,322 | SH | SOLE | 441,947 | 0 | 79,375 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 41,522 | 881,578 | SH | SOLE | 881,578 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 51,631 | 952,417 | SH | SOLE | 799,751 | 0 | 152,666 | ||
CBS CORP NEW | CL B | 124857202 | 165,038 | 3,307,377 | SH | SOLE | 3,087,796 | 0 | 219,581 | ||
CELANESE CORP DEL | COM | 150870103 | 226,244 | 2,098,738 | SH | SOLE | 1,935,969 | 0 | 162,769 | ||
CENTENE CORP DEL | COM | 15135B101 | 53,847 | 1,026,834 | SH | SOLE | 967,552 | 0 | 59,282 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 251,221 | 5,004,409 | SH | SOLE | 4,578,315 | 0 | 426,094 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,211 | 5,594 | SH | SOLE | 5,594 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | OPTIONS | 16119P108 | 34,065 | 86,200 | SH | Call | SOLE | 0 | 0 | 0 | |
CHEGG INC | COM | 163092109 | 79,690 | 2,065,053 | SH | SOLE | 1,641,311 | 0 | 423,742 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 88,538 | 120,809 | SH | SOLE | 113,851 | 0 | 6,958 | ||
CHUBB LIMITED | COM | H1467J104 | 60,853 | 413,153 | SH | SOLE | 413,153 | 0 | 0 | ||
CIMAREX ENERGY CO | COM | 171798101 | 41,424 | 698,191 | SH | SOLE | 623,534 | 0 | 74,657 | ||
CINTAS CORP | COM | 172908105 | 111,128 | 468,322 | SH | SOLE | 425,499 | 0 | 42,823 | ||
CISCO SYS INC | COM | 17275R102 | 83,010 | 1,516,714 | SH | SOLE | 1,516,714 | 0 | 0 | ||
CISION LTD | SHS | G1992S109 | 34,799 | 2,966,638 | SH | SOLE | 2,190,472 | 0 | 776,166 | ||
CITIGROUP INC | COM NEW | 172967424 | 730,826 | 10,435,903 | SH | SOLE | 9,665,770 | 0 | 770,133 | ||
CLARIVATE ANALYTICS PLC | COM | G21810109 | 29,325 | 1,906,671 | SH | SOLE | 1,366,429 | 0 | 540,242 | ||
CME GROUP INC | COM | 12572Q105 | 33,262 | 171,357 | SH | SOLE | 158,638 | 0 | 12,719 | ||
COGNEX CORP | COM | 192422103 | 135,087 | 2,815,493 | SH | SOLE | 2,533,203 | 0 | 282,290 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 266,209 | 4,199,538 | SH | SOLE | 3,842,325 | 0 | 357,213 | ||
COHERENT INC | COM | 192479103 | 15,868 | 116,363 | SH | SOLE | 92,293 | 0 | 24,070 | ||
COMCAST CORP NEW | CL A | 20030N101 | 89,153 | 2,108,632 | SH | SOLE | 2,108,632 | 0 | 0 | ||
COMCAST CORP NEW | OPTIONS | 20030N101 | 17,555 | 415,200 | SH | Call | SOLE | 0 | 0 | 0 | |
COMCAST CORP NEW | OPTIONS | 20030N101 | 42,923 | 1,015,200 | SH | Call | SOLE | 0 | 0 | 0 | |
COPA HOLDINGS SA | CL A | P31076105 | 2,337 | 23,951 | SH | SOLE | 23,951 | 0 | 0 | ||
CORESITE RLTY CORP | COM | 21870Q105 | 12,575 | 109,183 | SH | SOLE | 109,183 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 97,895 | 773,203 | SH | SOLE | 656,032 | 0 | 117,171 | ||
CREDICORP LTD | COM | G2519Y108 | 59,303 | 259,065 | SH | SOLE | 259,065 | 0 | 0 | ||
CREE INC | COM | 225447101 | 546,860 | 9,734,072 | SH | SOLE | 8,768,159 | 0 | 965,913 | ||
CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 74,319 | 2,013,514 | SH | SOLE | 1,898,061 | 0 | 115,453 | ||
CUBIC CORP | COM | 229669106 | 37,334 | 579,001 | SH | SOLE | 461,434 | 0 | 117,567 | ||
DANAHER CORPORATION | COM | 235851102 | 42,070 | 294,361 | SH | SOLE | 247,099 | 0 | 47,262 | ||
DBV TECHNOLOGIES S A | SPONSORED ADR | 23306J101 | 2,814 | 342,285 | SH | SOLE | 342,285 | 0 | 0 | ||
DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 70,628 | 3,531,425 | SH | SOLE | 3,144,116 | 0 | 387,309 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 713,441 | 12,224,833 | SH | SOLE | 11,141,366 | 0 | 1,083,467 | ||
DESCARTES SYS GROUP INC | COM | 249906108 | 9,519 | 257,300 | SH | SOLE | 257,300 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 69,846 | 2,449,028 | SH | SOLE | 2,277,174 | 0 | 171,854 | ||
DEXCOM INC | COM | 252131107 | 282,406 | 1,884,716 | SH | SOLE | 1,657,594 | 0 | 227,122 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 8,323 | 59,603 | SH | SOLE | 44,362 | 0 | 15,241 | ||
DOLBY LABORATORIES INC | COM CL A | 25659T107 | 20,836 | 322,534 | SH | SOLE | 239,629 | 0 | 82,905 | ||
DONALDSON INC | COM | 257651109 | 56,726 | 1,115,344 | SH | SOLE | 886,500 | 0 | 228,844 | ||
DOW INC | COM | 260557103 | 37,992 | 770,478 | SH | SOLE | 770,478 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 54,023 | 719,637 | SH | SOLE | 719,637 | 0 | 0 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 89,169 | 1,999,302 | SH | SOLE | 1,789,644 | 0 | 209,658 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 111,604 | 604,113 | SH | SOLE | 568,940 | 0 | 35,173 | ||
EOG RES INC | COM | 26875P101 | 37,202 | 399,339 | SH | SOLE | 399,339 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 56,650 | 112,336 | SH | SOLE | 112,336 | 0 | 0 | ||
EQUITY COMWLTH | COM SH BEN INT | 294628102 | 95,351 | 2,932,083 | SH | SOLE | 2,622,446 | 0 | 309,637 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 208,691 | 1,767,966 | SH | SOLE | 1,664,418 | 0 | 103,548 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 689,506 | 5,183,085 | SH | SOLE | 4,730,573 | 0 | 452,512 | ||
FACEBOOK INC | CL A | 30303M102 | 760,179 | 3,938,750 | SH | SOLE | 3,620,722 | 0 | 318,028 | ||
FEDEX CORP | COM | 31428X106 | 489,085 | 2,978,777 | SH | SOLE | 2,753,983 | 0 | 224,794 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 109,066 | 889,030 | SH | SOLE | 751,580 | 0 | 137,450 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 85,337 | 3,058,688 | SH | SOLE | 2,731,550 | 0 | 327,138 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 223,157 | 2,285,278 | SH | SOLE | 2,045,617 | 0 | 239,661 | ||
FIRST SOLAR INC | COM | 336433107 | 189,102 | 2,879,137 | SH | SOLE | 2,524,778 | 0 | 354,359 | ||
FISERV INC | COM | 337738108 | 34,791 | 381,650 | SH | SOLE | 381,650 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 12,621 | 44,939 | SH | SOLE | 44,939 | 0 | 0 | ||
FLIR SYS INC | COM | 302445101 | 11,817 | 218,428 | SH | SOLE | 83,543 | 0 | 134,885 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 32,018 | 764,146 | SH | SOLE | 607,216 | 0 | 156,930 | ||
FLUIDIGM CORP DEL | COM | 34385P108 | 5,143 | 417,453 | SH | SOLE | 417,453 | 0 | 0 | ||
FLUOR CORP NEW | COM | 343412102 | 161,616 | 4,797,146 | SH | SOLE | 4,423,423 | 0 | 373,723 | ||
FORTIVE CORP | COM | 34959J108 | 481,479 | 5,906,271 | SH | SOLE | 5,361,780 | 0 | 544,491 | ||
GARDNER DENVER HLDGS INC | COM | 36555P107 | 389,423 | 11,255,006 | SH | SOLE | 9,981,735 | 0 | 1,273,271 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 149,887 | 2,438,778 | SH | SOLE | 2,227,091 | 0 | 211,687 | ||
GENTEX CORP | COM | 371901109 | 118,587 | 4,818,668 | SH | SOLE | 4,308,354 | 0 | 510,314 | ||
GLAUKOS CORP | COM | 377322102 | 65,638 | 870,525 | SH | SOLE | 692,191 | 0 | 178,334 | ||
GLOBAL PMTS INC | COM | 37940X102 | 707,174 | 4,416,246 | SH | SOLE | 4,018,013 | 0 | 398,233 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 59,413 | 290,384 | SH | SOLE | 290,384 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 410,473 | 4,048,851 | SH | SOLE | 3,537,229 | 0 | 511,622 | ||
HALOZYME THERAPEUTICS INC | COM | 40637H109 | 34,349 | 1,999,363 | SH | SOLE | 1,588,441 | 0 | 410,922 | ||
HARRIS TECHNOLOGIES INC | COM | 413875105 | 852,528 | 4,507,628 | SH | SOLE | 4,171,571 | 0 | 336,057 | ||
HASBRO INC | COM | 418056107 | 138,814 | 1,313,534 | SH | SOLE | 1,237,836 | 0 | 75,698 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 526,256 | 4,046,878 | SH | SOLE | 3,738,833 | 0 | 308,045 | ||
HEALTHEQUITY INC | COM | 42226A107 | 26,086 | 398,873 | SH | SOLE | 317,175 | 0 | 81,698 | ||
HERON THERAPEUTICS INC | COM | 427746102 | 4,688 | 252,167 | SH | SOLE | 252,167 | 0 | 0 | ||
HOOKIPA PHARMA INC | COM | 43906K100 | 850 | 126,273 | SH | SOLE | 126,273 | 0 | 0 | ||
HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 62,101 | 1,713,141 | SH | SOLE | 1,713,141 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 253,936 | 1,489,185 | SH | SOLE | 1,327,955 | 0 | 161,230 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 89,958 | 413,543 | SH | SOLE | 368,446 | 0 | 45,097 | ||
ICICI BK LTD | ADR | 45104G104 | 27,195 | 2,160,031 | SH | SOLE | 2,160,031 | 0 | 0 | ||
IHS MARKIT LTD | SHS | G47567105 | 1,687,044 | 26,475,899 | SH | SOLE | 24,094,210 | 0 | 2,381,689 | ||
ILLUMINA INC | COM | 452327109 | 60,600 | 164,608 | SH | SOLE | 149,609 | 0 | 14,999 | ||
IMPERIAL OIL LTD | COM NEW | 453038408 | 725,672 | 26,208,059 | SH | SOLE | 25,047,472 | 0 | 1,160,587 | ||
INGEVITY CORP | COM | 45688C107 | 44,978 | 427,669 | SH | SOLE | 340,058 | 0 | 87,611 | ||
INSULET CORP | COM | 45784P101 | 15,710 | 131,596 | SH | SOLE | 104,589 | 0 | 27,007 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 399,449 | 4,647,995 | SH | SOLE | 4,059,555 | 0 | 588,440 | ||
INTERSECT ENT INC | COM | 46071F103 | 8,292 | 364,330 | SH | SOLE | 364,330 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 79,291 | 1,042,063 | SH | SOLE | 838,870 | 0 | 203,193 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 25,388 | 1,035,396 | SH | SOLE | 823,170 | 0 | 212,226 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 17,322 | 112,299 | SH | SOLE | 91,641 | 0 | 20,658 | ||
IQIYI INC | SPONSORED ADS | 46267X108 | 1,431 | 69,297 | SH | SOLE | 69,297 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 17,561 | 109,140 | SH | SOLE | 109,140 | 0 | 0 | ||
IQVIA HLDGS INC | OPTIONS | 46266C105 | 23,009 | 143,000 | SH | Call | SOLE | 0 | 0 | 0 | |
ISHARES TR | INDIA 50 ETF | 464289529 | 7,117 | 185,395 | SH | SOLE | 185,395 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 145,162 | 1,720,131 | SH | SOLE | 1,601,279 | 0 | 118,852 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 82,745 | 683,112 | SH | SOLE | 542,747 | 0 | 140,365 | ||
KIRBY CORP | COM | 497266106 | 112,263 | 1,421,048 | SH | SOLE | 1,268,588 | 0 | 152,460 | ||
KROGER CO | COM | 501044101 | 107,530 | 4,952,999 | SH | SOLE | 4,424,199 | 0 | 528,800 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 23,956 | 130,829 | SH | SOLE | 130,829 | 0 | 0 | ||
LIBERTY EXPEDIA HLDGS INC | SER A COM | 53046P109 | 60,493 | 1,265,816 | SH | SOLE | 1,131,340 | 0 | 134,476 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 35,967 | 2,936,081 | SH | SOLE | 2,622,315 | 0 | 313,766 | ||
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 46,922 | 4,041,532 | SH | SOLE | 3,598,337 | 0 | 443,195 | ||
LIVANOVA PLC | SHS | G5509L101 | 9,493 | 131,918 | SH | SOLE | 131,918 | 0 | 0 | ||
LIVEPERSON INC | COM | 538146101 | 61,656 | 2,198,862 | SH | SOLE | 1,747,531 | 0 | 451,331 | ||
LIVERAMP HLDGS INC | COM | 53815P108 | 12,106 | 249,711 | SH | SOLE | 198,564 | 0 | 51,147 | ||
LOEWS CORP | COM | 540424108 | 75,266 | 1,376,731 | SH | SOLE | 1,274,334 | 0 | 102,397 | ||
LOWES COS INC | COM | 548661107 | 409,305 | 4,056,140 | SH | SOLE | 3,686,002 | 0 | 370,138 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 130,165 | 722,298 | SH | SOLE | 680,779 | 0 | 41,519 | ||
M & T BK CORP | COM | 55261F104 | 131,054 | 770,590 | SH | SOLE | 694,771 | 0 | 75,819 | ||
MARATHON PETE CORP | COM | 56585A102 | 35,168 | 629,353 | SH | SOLE | 562,022 | 0 | 67,331 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 558,182 | 5,595,814 | SH | SOLE | 5,119,824 | 0 | 475,990 | ||
MASCO CORP | COM | 574599106 | 80,317 | 2,046,816 | SH | SOLE | 1,928,592 | 0 | 118,224 | ||
MASTERCARD INC | CL A | 57636Q104 | 70,950 | 268,213 | SH | SOLE | 217,788 | 0 | 50,425 | ||
MEDTRONIC PLC | SHS | G5960L103 | 1,179,554 | 12,111,649 | SH | SOLE | 10,877,663 | 0 | 1,233,986 | ||
MERCADOLIBRE INC | COM | 58733R102 | 143,939 | 235,282 | SH | SOLE | 235,282 | 0 | 0 | ||
MESA LABS INC | COM | 59064R109 | 16,101 | 65,896 | SH | SOLE | 52,379 | 0 | 13,517 | ||
MICROSOFT CORP | COM | 594918104 | 562,222 | 4,196,942 | SH | SOLE | 3,792,824 | 0 | 404,118 | ||
MICROSOFT CORP | OPTIONS | 594918104 | 48,614 | 362,900 | SH | Call | SOLE | 0 | 0 | 0 | |
MONOLITHIC PWR SYS INC | COM | 609839105 | 50,567 | 372,420 | SH | SOLE | 296,012 | 0 | 76,408 | ||
MOODYS CORP | COM | 615369105 | 20,083 | 102,824 | SH | SOLE | 102,824 | 0 | 0 | ||
MORNINGSTAR INC | COM | 617700109 | 18,010 | 124,517 | SH | SOLE | 99,007 | 0 | 25,510 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 286,682 | 1,719,441 | SH | SOLE | 1,616,213 | 0 | 103,228 | ||
MSCI INC | COM | 55354G100 | 70,739 | 296,241 | SH | SOLE | 279,180 | 0 | 17,061 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 9,252 | 304,845 | SH | SOLE | 304,845 | 0 | 0 | ||
NEOGENOMICS INC | COM NEW | 64049M209 | 36,257 | 1,652,562 | SH | SOLE | 1,315,391 | 0 | 337,171 | ||
NETAPP INC | COM | 64110D104 | 74,745 | 1,211,429 | SH | SOLE | 1,079,571 | 0 | 131,858 | ||
NETFLIX INC | COM | 64110L106 | 52,383 | 142,608 | SH | SOLE | 142,608 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 23,235 | 275,197 | SH | SOLE | 218,733 | 0 | 56,464 | ||
NEW YORK TIMES CO | CL A | 650111107 | 220,862 | 6,770,762 | SH | SOLE | 6,004,734 | 0 | 766,028 | ||
NEWS CORP NEW | CL A | 65249B109 | 83,530 | 6,192,019 | SH | SOLE | 5,537,937 | 0 | 654,082 | ||
NICE LTD | SPONSORED ADR | 653656108 | 125,305 | 914,636 | SH | SOLE | 822,974 | 0 | 91,662 | ||
NOAH HLDGS LTD | SPON ADS CL A | 65487X102 | 3,292 | 77,356 | SH | SOLE | 77,356 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 23,922 | 120,011 | SH | SOLE | 89,301 | 0 | 30,710 | ||
NOVANTA INC | COM | 67000B104 | 81,018 | 859,146 | SH | SOLE | 640,479 | 0 | 218,667 | ||
NUTRIEN LTD | COM | 67077M108 | 150,042 | 2,806,626 | SH | SOLE | 2,630,947 | 0 | 175,679 | ||
NVIDIA CORP | COM | 67066G104 | 124,131 | 755,836 | SH | SOLE | 755,836 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 1,103,259 | 11,302,720 | SH | SOLE | 10,626,371 | 0 | 676,349 | ||
OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 69,729 | 1,407,536 | SH | SOLE | 1,407,536 | 0 | 0 | ||
ODONATE THERAPEUTICS INC | COM | 676079106 | 2,788 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 31,036 | 356,287 | SH | SOLE | 283,299 | 0 | 72,988 | ||
OMNICOM GROUP INC | COM | 681919106 | 115,503 | 1,409,435 | SH | SOLE | 1,259,228 | 0 | 150,207 | ||
ORACLE CORP | COM | 68389X105 | 631,700 | 11,088,287 | SH | SOLE | 10,204,067 | 0 | 884,220 | ||
ORCHARD THERAPEUTICS PLC | ADS | 68570P101 | 23,272 | 1,663,435 | SH | SOLE | 1,358,172 | 0 | 305,263 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 407,216 | 10,449,484 | SH | SOLE | 9,548,999 | 0 | 900,485 | ||
PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 1,469 | 42,363 | SH | SOLE | 42,363 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 39,076 | 341,393 | SH | SOLE | 253,874 | 0 | 87,519 | ||
PERKINELMER INC | COM | 714046109 | 29,713 | 308,421 | SH | SOLE | 229,709 | 0 | 78,712 | ||
PERRIGO CO PLC | SHS | G97822103 | 2,197 | 46,143 | SH | SOLE | 44,634 | 0 | 1,509 | ||
PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 71654V101 | 1,993 | 140,381 | SH | SOLE | 140,381 | 0 | 0 | ||
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 498,704 | 32,029,787 | SH | SOLE | 27,270,424 | 0 | 4,759,363 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 72,641 | 1,263,757 | SH | SOLE | 1,132,286 | 0 | 131,471 | ||
PIONEER NAT RES CO | COM | 723787107 | 127,007 | 825,468 | SH | SOLE | 750,130 | 0 | 75,338 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 1,195,154 | 14,952,510 | SH | SOLE | 13,606,484 | 0 | 1,346,026 | ||
Q2 HLDGS INC | COM | 74736L109 | 127,853 | 1,674,348 | SH | SOLE | 1,330,273 | 0 | 344,075 | ||
QUOTIENT LTD | SHS | G73268107 | 7,026 | 751,480 | SH | SOLE | 751,480 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 2,080 | 167,857 | SH | SOLE | 156,036 | 0 | 11,821 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 20,230 | 830,451 | SH | SOLE | 660,243 | 0 | 170,208 | ||
RADWARE LTD | ORD | M81873107 | 11,543 | 466,761 | SH | SOLE | 466,761 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 70,002 | 402,588 | SH | SOLE | 402,588 | 0 | 0 | ||
REALPAGE INC | COM | 75606N109 | 43,284 | 735,490 | SH | SOLE | 532,552 | 0 | 202,938 | ||
ROKU INC | COM CL A | 77543R102 | 34,465 | 380,490 | SH | SOLE | 302,141 | 0 | 78,349 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 307,943 | 840,778 | SH | SOLE | 790,534 | 0 | 50,244 | ||
RYDER SYS INC | COM | 783549108 | 100,014 | 1,715,506 | SH | SOLE | 1,530,102 | 0 | 185,404 | ||
S&P GLOBAL INC | COM | 78409V104 | 34,241 | 150,320 | SH | SOLE | 150,320 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 107,418 | 586,696 | SH | SOLE | 537,407 | 0 | 49,289 | ||
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 3,783 | 188,788 | SH | SOLE | 188,788 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 59,626 | 1,377,987 | SH | SOLE | 1,377,987 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 18,248 | 81,161 | SH | SOLE | 81,161 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 141,147 | 4,248,869 | SH | SOLE | 4,248,869 | 0 | 0 | ||
SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 132,676 | 2,547,052 | SH | SOLE | 2,311,217 | 0 | 235,835 | ||
SERVICENOW INC | COM | 81762P102 | 41,098 | 149,682 | SH | SOLE | 134,071 | 0 | 15,611 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 78,013 | 1,009,618 | SH | SOLE | 912,629 | 0 | 96,989 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 22,657 | 362,746 | SH | SOLE | 362,746 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 59,584 | 407,498 | SH | SOLE | 384,050 | 0 | 23,448 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 12,332 | 214,055 | SH | SOLE | 214,055 | 0 | 0 | ||
STONECO LTD | COM CL A | G85158106 | 24,145 | 816,267 | SH | SOLE | 816,267 | 0 | 0 | ||
STORE CAP CORP | COM | 862121100 | 45,234 | 1,362,869 | SH | SOLE | 1,215,090 | 0 | 147,779 | ||
SUNTRUST BKS INC | COM | 867914103 | 117,129 | 1,863,625 | SH | SOLE | 1,757,354 | 0 | 106,271 | ||
SYNCHRONY FINL | COM | 87165B103 | 194,577 | 5,612,266 | SH | SOLE | 5,278,897 | 0 | 333,369 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 259,573 | 1,563,502 | SH | SOLE | 1,391,916 | 0 | 171,586 | ||
TABULA RASA HEALTHCARE INC | COM | 873379101 | 42,575 | 852,686 | SH | SOLE | 677,696 | 0 | 174,990 | ||
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 22,742 | 399,540 | SH | SOLE | 317,691 | 0 | 81,849 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 101,997 | 898,413 | SH | SOLE | 816,787 | 0 | 81,626 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 131,751 | 3,458,026 | SH | SOLE | 3,458,026 | 0 | 0 | ||
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 8,160 | 163,465 | SH | SOLE | 62,306 | 0 | 101,159 | ||
TE CONNECTIVITY LTD | REG SHS | H84989104 | 350,723 | 3,661,760 | SH | SOLE | 3,547,435 | 0 | 114,325 | ||
TELADOC HEALTH INC | COM | 87918A105 | 40,960 | 616,775 | SH | SOLE | 490,425 | 0 | 126,350 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 162,517 | 593,410 | SH | SOLE | 425,919 | 0 | 167,491 | ||
TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 1,184,556 | 90,979,707 | SH | SOLE | 85,827,505 | 0 | 5,152,202 | ||
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 97,325 | 6,492,665 | SH | SOLE | 5,779,499 | 0 | 713,166 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 9,588 | 1,038,759 | SH | SOLE | 1,038,759 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 12,877 | 112,209 | SH | SOLE | 112,209 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 90,947 | 399,275 | SH | SOLE | 347,363 | 0 | 51,912 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 56,418 | 192,106 | SH | SOLE | 192,106 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 119,778 | 2,049,243 | SH | SOLE | 1,825,092 | 0 | 224,151 | ||
TJX COS INC NEW | COM | 872540109 | 6,508 | 123,079 | SH | SOLE | 91,619 | 0 | 31,460 | ||
TORCHMARK CORP | COM | 891027104 | 132,685 | 1,483,180 | SH | SOLE | 1,333,502 | 0 | 149,678 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 19,998 | 155,905 | SH | SOLE | 155,905 | 0 | 0 | ||
TRANSUNION | COM | 89400J107 | 241,553 | 3,285,981 | SH | SOLE | 3,127,711 | 0 | 158,270 | ||
TRIMBLE INC | COM | 896239100 | 124,203 | 2,753,332 | SH | SOLE | 2,585,150 | 0 | 168,182 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 60,724 | 281,103 | SH | SOLE | 223,350 | 0 | 57,753 | ||
UNDER ARMOUR INC | CL A | 904311107 | 80,195 | 3,163,504 | SH | SOLE | 2,973,408 | 0 | 190,096 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 315,961 | 2,426,735 | SH | SOLE | 2,280,513 | 0 | 146,222 | ||
VARONIS SYS INC | COM | 922280102 | 26,728 | 431,511 | SH | SOLE | 321,195 | 0 | 110,316 | ||
VEEVA SYS INC | CL A COM | 922475108 | 699,925 | 4,317,591 | SH | SOLE | 3,901,183 | 0 | 416,408 | ||
VERICEL CORP | COM | 92346J108 | 8,697 | 460,422 | SH | SOLE | 460,422 | 0 | 0 | ||
VIEWRAY INC | COM | 92672L107 | 35,808 | 4,064,465 | SH | SOLE | 3,252,173 | 0 | 812,292 | ||
VIRTU FINL INC | CL A | 928254101 | 37,646 | 1,728,471 | SH | SOLE | 1,374,392 | 0 | 354,079 | ||
VISA INC | COM CL A | 92826C839 | 699,068 | 4,028,047 | SH | SOLE | 3,749,350 | 0 | 278,697 | ||
VMWARE INC | CL A COM | 928563402 | 21,047 | 125,871 | SH | SOLE | 125,871 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 172,462 | 1,181,247 | SH | SOLE | 1,111,823 | 0 | 69,424 | ||
WEBSTER FINL CORP CONN | COM | 947890109 | 52,642 | 1,101,981 | SH | SOLE | 876,328 | 0 | 225,653 | ||
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 93,998 | 329,738 | SH | SOLE | 303,149 | 0 | 26,589 | ||
WELLS FARGO CO NEW | COM | 949746101 | 273,996 | 5,790,283 | SH | SOLE | 5,379,019 | 0 | 411,264 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 135,766 | 1,084,824 | SH | SOLE | 1,014,159 | 0 | 70,665 | ||
WEX INC | COM | 96208T104 | 61,235 | 294,255 | SH | SOLE | 239,453 | 0 | 54,802 | ||
WEYERHAEUSER CO | COM | 962166104 | 14,160 | 537,583 | SH | SOLE | 479,895 | 0 | 57,688 | ||
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 801,171 | 4,182,787 | SH | SOLE | 3,789,104 | 0 | 393,683 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 48,920 | 677,473 | SH | SOLE | 524,257 | 0 | 153,216 | ||
WORLDPAY INC | CL A | 981558109 | 1,066,801 | 8,705,026 | SH | SOLE | 8,063,629 | 0 | 641,397 | ||
YANDEX N V | SHS CLASS A | N97284108 | 95,759 | 2,519,983 | SH | SOLE | 2,519,983 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 96,139 | 1,082,772 | SH | SOLE | 1,020,149 | 0 | 62,623 | ||
ZSCALER INC | COM | 98980G102 | 59,459 | 775,816 | SH | SOLE | 731,098 | 0 | 44,718 | ||
ZYNGA INC | CL A | 98986T108 | 336,200 | 54,845,079 | SH | SOLE | 48,393,208 | 0 | 6,451,871 |