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 | 1,006,909 | 10,718,635 | SH | SOLE | 7,935,961 | 0 | 2,782,674 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 1,155,327 | 6,056,762 | SH | SOLE | 4,719,841 | 0 | 1,336,921 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,875,298 | 23,074,907 | SH | SOLE | 16,242,675 | 0 | 6,832,232 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,532,350 | 1,969,576 | SH | SOLE | 1,426,383 | 0 | 543,193 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 684,225 | 901,625 | SH | SOLE | 621,251 | 0 | 280,374 | ||
| AMAZON COM INC | COM | 023135106 | 1,428,188 | 2,113,048 | SH | SOLE | 1,596,383 | 0 | 516,665 | ||
| ANSYS INC | COM | 03662Q105 | 6,988 | 75,545 | SH | SOLE | 75,545 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 24,599 | 543,740 | SH | SOLE | 261,740 | 0 | 282,000 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 374,369 | 4,217,296 | SH | SOLE | 2,816,831 | 0 | 1,400,465 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 670,843 | 4,167,503 | SH | SOLE | 3,254,335 | 0 | 913,168 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,820,415 | 9,629,786 | SH | SOLE | 6,834,248 | 0 | 2,795,538 | ||
| BIOGEN INC | COM | 09062X103 | 1,031,643 | 3,367,531 | SH | SOLE | 2,486,844 | 0 | 880,687 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,219,141 | 11,637,466 | SH | SOLE | 8,681,463 | 0 | 2,956,003 | ||
| CERNER CORP | COM | 156782104 | 811,210 | 13,481,971 | SH | SOLE | 10,139,183 | 0 | 3,342,788 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 748,536 | 1,559,938 | SH | SOLE | 1,215,087 | 0 | 344,851 | ||
| CISCO SYS INC | COM | 17275R102 | 307 | 11,300 | SH | SOLE | 4,800 | 0 | 6,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 9,847 | 47,640 | SH | SOLE | 47,640 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 17,932 | 184,261 | SH | SOLE | 113,061 | 0 | 71,200 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 862,808 | 10,924,382 | SH | SOLE | 8,088,600 | 0 | 2,835,782 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,513,710 | 24,017,872 | SH | SOLE | 16,968,591 | 0 | 7,049,281 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 403,355 | 13,903,990 | SH | SOLE | 10,808,692 | 0 | 3,095,298 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 14,693 | 244,235 | SH | SOLE | 244,235 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 1,169,223 | 6,091,448 | SH | SOLE | 4,552,285 | 0 | 1,539,163 | ||
| INCYTE CORP | COM | 45337C102 | 479,454 | 4,420,966 | SH | SOLE | 3,446,587 | 0 | 974,379 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 7,436 | 83,400 | SH | SOLE | 83,400 | 0 | 0 | ||
| ISHARES | INDIA 50 ETF | 464289529 | 5,384 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 141,089 | 5,130,500 | SH | SOLE | 5,130,500 | 0 | 0 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 11,375 | 114,340 | SH | SOLE | 103,110 | 0 | 11,230 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 211,282 | 2,829,550 | SH | SOLE | 1,854,550 | 0 | 975,000 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 239,998 | 5,474,400 | SH | SOLE | 3,553,600 | 0 | 1,920,800 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 486,609 | 44,037,073 | SH | SOLE | 34,523,532 | 0 | 9,513,541 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 1,486,464 | 6,604,158 | SH | SOLE | 4,736,497 | 0 | 1,867,661 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 269,398 | 5,465,577 | SH | SOLE | 3,596,399 | 0 | 1,869,178 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 162,919 | 1,424,865 | SH | SOLE | 920,525 | 0 | 504,340 | ||
| MICROSOFT CORP | COM | 594918104 | 236 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 516,621 | 12,219,040 | SH | SOLE | 9,634,857 | 0 | 2,584,183 | ||
| MONSANTO CO NEW | COM | 61166W101 | 1,167,881 | 11,854,253 | SH | SOLE | 8,787,134 | 0 | 3,067,119 | ||
| NETFLIX INC | COM | 64110L106 | 852,347 | 7,451,892 | SH | SOLE | 5,807,611 | 0 | 1,644,281 | ||
| NETSUITE INC | COM | 64118Q107 | 11,468 | 135,525 | SH | SOLE | 135,525 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 362,975 | 5,807,598 | SH | SOLE | 3,815,818 | 0 | 1,991,780 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 531,377 | 3,016,786 | SH | SOLE | 2,257,175 | 0 | 759,611 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 1,400,859 | 1,098,756 | SH | SOLE | 837,329 | 0 | 261,427 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,007,833 | 3,698,553 | SH | SOLE | 2,753,356 | 0 | 945,197 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,754,134 | 22,374,160 | SH | SOLE | 16,167,478 | 0 | 6,206,682 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 579,708 | 8,311,228 | SH | SOLE | 6,436,063 | 0 | 1,875,165 | ||
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,289,771 | 39,167,037 | SH | SOLE | 28,794,937 | 0 | 10,372,100 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 17,737 | 87,000 | SH | SOLE | 0 | 0 | 87,000 | ||
| SPLUNK INC | COM | 848637104 | 615,069 | 10,458,579 | SH | SOLE | 7,766,019 | 0 | 2,692,560 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 24,415 | 1,073,180 | SH | SOLE | 720,080 | 0 | 353,100 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 652,895 | 8,099,435 | SH | SOLE | 6,185,040 | 0 | 1,914,395 | ||
| VISA INC | COM CL A | 92826C839 | 3,434,297 | 44,284,945 | SH | SOLE | 33,558,983 | 0 | 10,725,962 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 256,517 | 7,657,224 | SH | SOLE | 5,024,894 | 0 | 2,632,330 | ||
| WORKDAY INC | CL A | 98138H101 | 457,766 | 5,745,060 | SH | SOLE | 3,852,160 | 0 | 1,892,900 | ||