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 | 1,047,284 | 9,648,829 | SH | SOLE | 7,348,505 | 0 | 2,300,324 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 642,814 | 5,245,752 | SH | SOLE | 3,956,559 | 0 | 1,289,193 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,979,874 | 18,715,133 | SH | SOLE | 13,092,097 | 0 | 5,623,036 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,415,213 | 1,760,084 | SH | SOLE | 1,270,856 | 0 | 489,228 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 680,676 | 875,704 | SH | SOLE | 613,232 | 0 | 262,472 | ||
| AMAZON COM INC | COM | 023135106 | 2,091,832 | 2,498,277 | SH | SOLE | 1,801,324 | 0 | 696,953 | ||
| ANSYS INC | COM | 03662Q105 | 6,792 | 73,345 | SH | SOLE | 73,345 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 507,730 | 4,633,416 | SH | SOLE | 2,910,562 | 0 | 1,722,854 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 390,563 | 3,096,758 | SH | SOLE | 2,356,606 | 0 | 740,152 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,267,321 | 6,960,626 | SH | SOLE | 4,910,272 | 0 | 2,050,354 | ||
| BIOGEN INC | COM | 09062X103 | 873,124 | 2,789,266 | SH | SOLE | 1,955,322 | 0 | 833,944 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 945,673 | 10,221,282 | SH | SOLE | 7,268,115 | 0 | 2,953,167 | ||
| CERNER CORP | COM | 156782104 | 665,361 | 10,775,077 | SH | SOLE | 7,713,229 | 0 | 3,061,848 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 775,044 | 1,830,092 | SH | SOLE | 1,317,003 | 0 | 513,089 | ||
| CISCO SYS INC | COM | 17275R102 | 358 | 11,300 | SH | SOLE | 4,800 | 0 | 6,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 10,012 | 46,240 | SH | SOLE | 46,240 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 45,158 | 296,662 | SH | SOLE | 207,681 | 0 | 88,981 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 43,404 | 932,015 | SH | SOLE | 651,804 | 0 | 280,211 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,089,336 | 9,035,637 | SH | SOLE | 6,347,270 | 0 | 2,688,367 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,738,122 | 21,346,551 | SH | SOLE | 15,139,533 | 0 | 6,207,018 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 13,081 | 218,090 | SH | SOLE | 218,090 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 1,134,156 | 6,243,292 | SH | SOLE | 4,440,623 | 0 | 1,802,669 | ||
| INCYTE CORP | COM | 45337C102 | 388,859 | 4,124,074 | SH | SOLE | 3,120,657 | 0 | 1,003,417 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 4,217 | 51,205 | SH | SOLE | 51,205 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 124,055 | 4,218,116 | SH | SOLE | 4,205,416 | 0 | 12,700 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 266,743 | 2,858,372 | SH | SOLE | 1,756,372 | 0 | 1,102,000 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 316,778 | 5,505,352 | SH | SOLE | 3,351,452 | 0 | 2,153,900 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 204,909 | 33,156,838 | SH | DFND | 25,326,137 | 0 | 7,830,701 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 14,865 | 77,780 | SH | SOLE | 77,780 | 0 | 0 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 215,397 | 3,862,933 | SH | SOLE | 2,389,633 | 0 | 1,473,300 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 72,631 | 392,665 | SH | SOLE | 275,050 | 0 | 117,615 | ||
| MICROSOFT CORP | COM | 594918104 | 245 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 386,417 | 9,077,218 | SH | SOLE | 6,959,990 | 0 | 2,117,228 | ||
| MONSANTO CO | COM | 61166W101 | 937,081 | 9,169,090 | SH | SOLE | 6,439,565 | 0 | 2,729,525 | ||
| NETFLIX INC | COM | 64110L106 | 719,434 | 7,300,191 | SH | SOLE | 5,525,467 | 0 | 1,774,724 | ||
| NETSUITE INC | COM | 64118Q107 | 8,379 | 75,700 | SH | SOLE | 75,700 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 307,402 | 5,838,588 | SH | SOLE | 3,596,888 | 0 | 2,241,700 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 685,962 | 4,305,290 | SH | SOLE | 3,272,831 | 0 | 1,032,459 | ||
| PRICELINE GRP INC | COM | 741503403 | 1,995,048 | 1,355,801 | SH | SOLE | 971,149 | 0 | 384,652 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,003,996 | 2,497,378 | SH | SOLE | 1,752,581 | 0 | 744,797 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,508,944 | 21,154,412 | SH | SOLE | 15,946,465 | 0 | 5,207,947 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 478,031 | 6,078,730 | SH | SOLE | 4,539,460 | 0 | 1,539,270 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,032,233 | 32,696,635 | SH | SOLE | 22,806,790 | 0 | 9,889,845 | ||
| SERVICENOW INC | COM | 81762P102 | 13,653 | 172,500 | SH | SOLE | 172,500 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 548,464 | 9,346,688 | SH | SOLE | 7,120,588 | 0 | 2,226,100 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 47,909 | 1,566,172 | SH | SOLE | 1,218,435 | 0 | 347,737 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 303,920 | 7,857,289 | SH | SOLE | 5,677,250 | 0 | 2,180,039 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 267,977 | 7,914,272 | SH | SOLE | 5,718,469 | 0 | 2,195,803 | ||
| VISA INC | COM CL A | 92826C839 | 2,883,668 | 34,869,023 | SH | SOLE | 25,236,551 | 0 | 9,632,472 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 337,385 | 11,900,718 | SH | SOLE | 7,332,718 | 0 | 4,568,000 | ||
| WORKDAY INC | CL A | 98138H101 | 530,616 | 5,787,070 | SH | SOLE | 3,654,370 | 0 | 2,132,700 | ||