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 | 880,337 | 8,551,108 | SH | SOLE | 6,383,074 | 0 | 2,168,034 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 683,358 | 5,585,268 | SH | SOLE | 4,145,579 | 0 | 1,439,689 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,552,644 | 17,681,858 | SH | SOLE | 12,341,291 | 0 | 5,340,567 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,296,821 | 1,636,470 | SH | SOLE | 1,174,415 | 0 | 462,055 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 633,793 | 821,167 | SH | SOLE | 573,469 | 0 | 247,698 | ||
| AMAZON COM INC | COM | 023135106 | 1,715,244 | 2,287,389 | SH | SOLE | 1,629,162 | 0 | 658,227 | ||
| AMERICAN TOWER CORP | COM | 03027X100 | 9,716 | 91,937 | SH | SOLE | 91,937 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 6,774 | 73,245 | SH | SOLE | 73,245 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 509,669 | 4,542,506 | SH | SOLE | 2,914,652 | 0 | 1,627,854 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 289,132 | 2,749,185 | SH | SOLE | 2,049,658 | 0 | 699,527 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,078,279 | 6,558,476 | SH | SOLE | 4,611,088 | 0 | 1,947,388 | ||
| BIOGEN INC | COM | 09062X103 | 731,327 | 2,578,909 | SH | SOLE | 1,792,062 | 0 | 786,847 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 777,106 | 9,380,802 | SH | SOLE | 6,590,901 | 0 | 2,789,901 | ||
| CERNER CORP | COM | 156782104 | 147,968 | 3,123,675 | SH | SOLE | 1,967,575 | 0 | 1,156,100 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 629,487 | 1,668,312 | SH | SOLE | 1,183,079 | 0 | 485,233 | ||
| CISCO SYS INC | COM | 17275R102 | 341 | 11,300 | SH | SOLE | 4,800 | 0 | 6,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 8,697 | 46,140 | SH | SOLE | 46,140 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 37,704 | 238,842 | SH | SOLE | 168,961 | 0 | 69,881 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 38,057 | 951,415 | SH | SOLE | 671,404 | 0 | 280,011 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 780,272 | 8,327,338 | SH | SOLE | 5,788,794 | 0 | 2,538,544 | ||
| FACEBOOK INC | CL A | 30303M102 | 1,938,304 | 16,847,494 | SH | SOLE | 11,843,375 | 0 | 5,004,119 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 10,734 | 217,590 | SH | SOLE | 217,590 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 731,517 | 5,713,188 | SH | SOLE | 4,011,951 | 0 | 1,701,237 | ||
| INCYTE CORP | COM | 45337C102 | 366,251 | 3,652,652 | SH | SOLE | 2,703,373 | 0 | 949,279 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 5,054 | 51,205 | SH | SOLE | 51,205 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 114,538 | 4,272,216 | SH | SOLE | 4,259,516 | 0 | 12,700 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 10,242 | 97,635 | SH | SOLE | 92,655 | 0 | 4,980 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 237,378 | 2,797,622 | SH | SOLE | 1,757,622 | 0 | 1,040,000 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 288,556 | 5,402,652 | SH | SOLE | 3,371,752 | 0 | 2,030,900 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 153,596 | 29,256,320 | SH | DFND | 21,871,460 | 0 | 7,384,860 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 22,695 | 1,022,275 | SH | SOLE | 722,575 | 0 | 299,700 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 188,152 | 3,788,033 | SH | SOLE | 2,394,733 | 0 | 1,393,300 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 62,620 | 401,048 | SH | SOLE | 283,458 | 0 | 117,590 | ||
| MICROSOFT CORP | COM | 594918104 | 264 | 4,250 | SH | SOLE | 4,250 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 306,238 | 8,033,526 | SH | SOLE | 6,039,012 | 0 | 1,994,514 | ||
| MONSANTO CO | COM | 61166W101 | 384,606 | 3,655,602 | SH | SOLE | 2,313,602 | 0 | 1,342,000 | ||
| MONSTER BEVERAGE CORP | COM | 61174X109 | 569,690 | 12,848,216 | SH | SOLE | 9,499,066 | 0 | 3,349,150 | ||
| NETFLIX INC | COM | 64110L106 | 802,424 | 6,481,617 | SH | SOLE | 4,801,511 | 0 | 1,680,106 | ||
| NIKE INC | CL B | 654106103 | 290,756 | 5,720,158 | SH | SOLE | 3,606,458 | 0 | 2,113,700 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 476,066 | 3,807,003 | SH | SOLE | 2,833,342 | 0 | 973,661 | ||
| PRICELINE GRP INC | COM | 741503403 | 1,835,932 | 1,252,290 | SH | SOLE | 889,271 | 0 | 363,019 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 845,336 | 2,302,802 | SH | SOLE | 1,597,461 | 0 | 705,341 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,140,919 | 16,665,486 | SH | SOLE | 12,299,847 | 0 | 4,365,639 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 455,494 | 5,425,775 | SH | SOLE | 3,966,648 | 0 | 1,459,127 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,194,868 | 30,272,825 | SH | SOLE | 20,931,958 | 0 | 9,340,867 | ||
| SERVICENOW INC | COM | 81762P102 | 295,979 | 3,981,417 | SH | SOLE | 2,993,612 | 0 | 987,805 | ||
| SPLUNK INC | COM | 848637104 | 515,912 | 10,086,257 | SH | SOLE | 7,520,817 | 0 | 2,565,440 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 45,703 | 1,589,672 | SH | SOLE | 1,242,035 | 0 | 347,637 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 206,608 | 7,112,156 | SH | SOLE | 5,052,611 | 0 | 2,059,545 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 180,264 | 7,161,870 | SH | SOLE | 5,087,547 | 0 | 2,074,323 | ||
| VISA INC | COM CL A | 92826C839 | 2,477,900 | 31,759,809 | SH | SOLE | 22,654,166 | 0 | 9,105,643 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 358,933 | 11,668,823 | SH | SOLE | 7,354,823 | 0 | 4,314,000 | ||
| WORKDAY INC | CL A | 98138H101 | 375,171 | 5,676,670 | SH | SOLE | 3,665,970 | 0 | 2,010,700 | ||