The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADOBE SYS INC | COM | 00724F101 | 1,001,327 | 10,453,355 | SH | SOLE | 8,013,606 | 0 | 2,439,749 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 569,177 | 4,874,758 | SH | SOLE | 3,717,272 | 0 | 1,157,486 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,583,911 | 19,915,897 | SH | SOLE | 14,073,016 | 0 | 5,842,881 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,326,452 | 1,885,424 | SH | SOLE | 1,375,371 | 0 | 510,053 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 645,608 | 932,825 | SH | SOLE | 661,312 | 0 | 271,513 | ||
| AMAZON COM INC | COM | 023135106 | 1,702,036 | 2,378,408 | SH | SOLE | 1,733,167 | 0 | 645,241 | ||
| ANSYS INC | COM | 03662Q105 | 6,928 | 76,345 | SH | SOLE | 76,345 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 23,458 | 515,440 | SH | SOLE | 264,440 | 0 | 251,000 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 434,177 | 4,376,346 | SH | SOLE | 2,808,592 | 0 | 1,567,754 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 463,504 | 3,358,482 | SH | SOLE | 2,571,810 | 0 | 786,672 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,231,896 | 7,459,256 | SH | SOLE | 5,318,256 | 0 | 2,141,000 | ||
| BIOGEN INC | COM | 09062X103 | 718,261 | 2,970,230 | SH | SOLE | 2,111,228 | 0 | 859,002 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 849,445 | 10,918,317 | SH | SOLE | 7,860,960 | 0 | 3,057,357 | ||
| CERNER CORP | COM | 156782104 | 674,985 | 11,518,519 | SH | SOLE | 8,342,836 | 0 | 3,175,683 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 723,657 | 1,796,744 | SH | SOLE | 1,323,558 | 0 | 473,186 | ||
| CISCO SYS INC | COM | 17275R102 | 324 | 11,300 | SH | SOLE | 4,800 | 0 | 6,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 10,526 | 48,140 | SH | SOLE | 48,140 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 43,824 | 283,962 | SH | SOLE | 195,431 | 0 | 88,531 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 20,892 | 507,090 | SH | SOLE | 348,779 | 0 | 158,311 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 959,328 | 9,619,255 | SH | SOLE | 6,848,763 | 0 | 2,770,492 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,610,325 | 22,841,482 | SH | SOLE | 16,393,894 | 0 | 6,447,588 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 14,050 | 227,490 | SH | SOLE | 227,490 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 933,468 | 6,649,580 | SH | SOLE | 4,784,011 | 0 | 1,865,569 | ||
| INCYTE CORP | COM | 45337C102 | 357,294 | 4,467,286 | SH | SOLE | 3,401,229 | 0 | 1,066,057 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 4,096 | 51,205 | SH | SOLE | 51,205 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 157,910 | 5,655,816 | SH | SOLE | 5,655,816 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 266,610 | 2,959,372 | SH | SOLE | 1,857,372 | 0 | 1,102,000 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 248,426 | 5,712,252 | SH | SOLE | 3,558,352 | 0 | 2,153,900 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 154,356 | 35,896,695 | SH | DFND | 27,583,949 | 0 | 8,312,746 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 795,374 | 4,202,770 | SH | SOLE | 3,069,902 | 0 | 1,132,868 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 187,580 | 4,002,133 | SH | SOLE | 2,528,833 | 0 | 1,473,300 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 53,049 | 377,115 | SH | SOLE | 260,025 | 0 | 117,090 | ||
| MICROSOFT CORP | COM | 594918104 | 217 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 454,638 | 9,853,453 | SH | SOLE | 7,597,260 | 0 | 2,256,193 | ||
| MONSANTO CO | COM | 61166W101 | 1,010,213 | 9,769,011 | SH | SOLE | 6,957,106 | 0 | 2,811,905 | ||
| NETFLIX INC | COM | 64110L106 | 723,939 | 7,913,628 | SH | SOLE | 6,027,864 | 0 | 1,885,764 | ||
| NETSUITE INC | COM | 64118Q107 | 9,946 | 136,625 | SH | SOLE | 136,625 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 333,614 | 6,043,738 | SH | SOLE | 3,802,038 | 0 | 2,241,700 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 570,780 | 4,654,106 | SH | SOLE | 3,559,257 | 0 | 1,094,849 | ||
| PRICELINE GRP INC | COM | 741503403 | 1,474,644 | 1,181,218 | SH | SOLE | 860,061 | 0 | 321,157 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 928,861 | 2,659,741 | SH | SOLE | 1,891,328 | 0 | 768,413 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,818,682 | 22,902,432 | SH | SOLE | 17,392,565 | 0 | 5,509,867 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 520,219 | 6,578,384 | SH | SOLE | 4,951,069 | 0 | 1,627,315 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 880,155 | 34,774,985 | SH | SOLE | 24,596,225 | 0 | 10,178,760 | ||
| SERVICENOW INC | COM | 81762P102 | 5,910 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 548,326 | 10,120,458 | SH | SOLE | 7,760,088 | 0 | 2,360,370 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 39,495 | 1,505,727 | SH | SOLE | 1,159,590 | 0 | 346,137 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 337,898 | 8,420,094 | SH | SOLE | 6,151,560 | 0 | 2,268,534 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 308,707 | 8,480,965 | SH | SOLE | 6,196,352 | 0 | 2,284,613 | ||
| VISA INC | COM CL A | 92826C839 | 2,770,729 | 37,356,470 | SH | SOLE | 27,330,803 | 0 | 10,025,667 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 394,297 | 12,314,087 | SH | SOLE | 7,746,087 | 0 | 4,568,000 | ||
| WORKDAY INC | CL A | 98138H101 | 447,601 | 5,994,395 | SH | SOLE | 3,861,695 | 0 | 2,132,700 | ||