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 | 934,474 | 6,606,858 | SH | SOLE | 5,014,894 | 0 | 1,591,964 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 772,127 | 6,346,074 | SH | SOLE | 4,790,948 | 0 | 1,555,126 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,300,378 | 16,326,315 | SH | SOLE | 11,620,182 | 0 | 4,706,133 | ||
| ALLERGAN PLC | SHS | G0177J108 | 1,319 | 5,428 | SH | SOLE | 178 | 0 | 5,250 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,366,192 | 1,469,529 | SH | SOLE | 1,076,890 | 0 | 392,639 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 695,129 | 764,946 | SH | SOLE | 553,052 | 0 | 211,894 | ||
| AMAZON COM INC | COM | 023135106 | 1,892,183 | 1,954,735 | SH | SOLE | 1,409,381 | 0 | 545,354 | ||
| AMERICAN TOWER CORP | COM | 03027X100 | 11,636 | 87,940 | SH | SOLE | 76,715 | 0 | 11,225 | ||
| ANSYS INC | COM | 03662Q105 | 7,306 | 60,045 | SH | SOLE | 60,045 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 516,514 | 3,963,734 | SH | SOLE | 2,628,080 | 0 | 1,335,654 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 324,297 | 2,307,342 | SH | SOLE | 1,739,214 | 0 | 568,128 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,249,679 | 6,986,910 | SH | SOLE | 4,958,089 | 0 | 2,028,821 | ||
| BIOGEN INC | COM | 09062X103 | 346,842 | 1,278,163 | SH | SOLE | 965,277 | 0 | 312,886 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 772,468 | 8,505,481 | SH | SOLE | 6,083,982 | 0 | 2,421,499 | ||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 935 | 16,774 | SH | SOLE | 549 | 0 | 16,225 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 528,283 | 1,269,605 | SH | SOLE | 907,876 | 0 | 361,729 | ||
| CISCO SYS INC | COM | 17275R102 | 338 | 10,800 | SH | SOLE | 2,300 | 0 | 8,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 233,120 | 884,369 | SH | SOLE | 679,865 | 0 | 204,504 | ||
| CREDICORP LTD | COM | G2519Y108 | 46,448 | 258,921 | SH | SOLE | 176,190 | 0 | 82,731 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 72,909 | 1,353,669 | SH | SOLE | 921,629 | 0 | 432,040 | ||
| DOLLAR GEN CORP | COM | 256677105 | 1,314 | 18,222 | SH | SOLE | 597 | 0 | 17,625 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 902,547 | 7,633,175 | SH | SOLE | 5,408,312 | 0 | 2,224,863 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,267,193 | 15,016,510 | SH | SOLE | 10,786,027 | 0 | 4,230,483 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 1,161 | 11,806 | SH | SOLE | 386 | 0 | 11,420 | ||
| GALAPAGOS NV | SPON ADR | 36315X101 | 163,637 | 2,138,491 | SH | SOLE | 1,397,491 | 0 | 741,000 | ||
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 24,305 | 115,520 | SH | SOLE | 78,595 | 0 | 36,925 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 10,168 | 147,985 | SH | SOLE | 147,985 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 4,794 | 55,120 | SH | SOLE | 34,595 | 0 | 20,525 | ||
| ILLUMINA INC | COM | 452327109 | 905,466 | 5,218,222 | SH | SOLE | 3,734,696 | 0 | 1,483,526 | ||
| INCYTE CORP | COM | 45337C102 | 1,005,244 | 7,983,826 | SH | SOLE | 5,695,656 | 0 | 2,288,170 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 1,097 | 16,645 | SH | SOLE | 545 | 0 | 16,100 | ||
| INTUIT | COM | 461202103 | 604 | 4,549 | SH | SOLE | 149 | 0 | 4,400 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 4,426 | 30,505 | SH | SOLE | 30,505 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 192,527 | 5,997,716 | SH | SOLE | 5,985,016 | 0 | 12,700 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 345,811 | 5,412,598 | SH | SOLE | 3,500,198 | 0 | 1,912,400 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 138,828 | 25,195,610 | SH | DFND | 19,174,125 | 0 | 6,021,485 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 50,312 | 1,499,614 | SH | SOLE | 1,020,539 | 0 | 479,075 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 296,767 | 3,794,974 | SH | SOLE | 2,482,674 | 0 | 1,312,300 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 97,936 | 390,371 | SH | SOLE | 265,681 | 0 | 124,690 | ||
| MICROSOFT CORP | COM | 594918104 | 293 | 4,250 | SH | SOLE | 1,500 | 0 | 2,750 | ||
| MONSTER BEVERAGE CORP | COM | 61174X109 | 564,614 | 11,365,016 | SH | SOLE | 8,567,958 | 0 | 2,797,058 | ||
| MOODYS CORP | COM | 615369105 | 830 | 6,824 | SH | SOLE | 224 | 0 | 6,600 | ||
| MULESOFT INC | CL A | 625207105 | 12,712 | 509,700 | SH | SOLE | 509,700 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,128,928 | 7,555,908 | SH | SOLE | 5,508,522 | 0 | 2,047,386 | ||
| NETSHOES CAYMAN LTD | COM | G6455X107 | 22,751 | 1,195,525 | SH | SOLE | 813,025 | 0 | 382,500 | ||
| NIKE INC | CL B | 654106103 | 465,897 | 7,896,564 | SH | SOLE | 5,144,289 | 0 | 2,752,275 | ||
| O REILLY AUTOMOTIVE INC | COM | 67103H107 | 535 | 2,445 | SH | SOLE | 80 | 0 | 2,365 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 440,914 | 3,295,077 | SH | SOLE | 2,501,571 | 0 | 793,506 | ||
| PRICELINE GRP INC | COM | 741503403 | 1,917,240 | 1,024,977 | SH | SOLE | 735,276 | 0 | 289,701 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,372,225 | 2,793,959 | SH | SOLE | 1,976,738 | 0 | 817,221 | ||
| ROSS STORES INC | COM | 778296103 | 640 | 11,088 | SH | SOLE | 363 | 0 | 10,725 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,237,859 | 14,293,984 | SH | SOLE | 10,776,917 | 0 | 3,517,067 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,197,538 | 27,875,653 | SH | SOLE | 19,645,087 | 0 | 8,230,566 | ||
| SERVICENOW INC | COM | 81762P102 | 663,398 | 6,258,470 | SH | SOLE | 4,762,335 | 0 | 1,496,135 | ||
| SHOPIFY INC | CL A | 82509L107 | 332,438 | 3,825,529 | SH | SOLE | 2,533,901 | 0 | 1,291,628 | ||
| SNAP INC | CL A | 83304A106 | 269,606 | 15,171,984 | SH | SOLE | 11,490,831 | 0 | 3,681,153 | ||
| SPLUNK INC | COM | 848637104 | 494,444 | 8,691,233 | SH | SOLE | 6,605,281 | 0 | 2,085,952 | ||
| STARBUCKS CORP | COM | 855244109 | 751,701 | 12,891,454 | SH | SOLE | 9,109,406 | 0 | 3,782,048 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 57,535 | 1,645,743 | SH | SOLE | 1,196,006 | 0 | 449,737 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 1,968 | 7,319 | SH | SOLE | 239 | 0 | 7,080 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 197,003 | 9,053,432 | SH | SOLE | 6,636,548 | 0 | 2,416,884 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 186,077 | 9,230,021 | SH | SOLE | 6,768,606 | 0 | 2,461,415 | ||
| UNION PAC CORP | COM | 907818108 | 767 | 7,046 | SH | SOLE | 231 | 0 | 6,815 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 1,160 | 13,750 | SH | SOLE | 450 | 0 | 13,300 | ||
| VISA INC | COM CL A | 92826C839 | 2,359,148 | 25,156,197 | SH | SOLE | 18,181,626 | 0 | 6,974,571 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 492,518 | 11,695,989 | SH | SOLE | 7,632,989 | 0 | 4,063,000 | ||
| WORKDAY INC | CL A | 98138H101 | 547,661 | 5,645,989 | SH | SOLE | 3,753,289 | 0 | 1,892,700 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 57,610 | 2,195,494 | SH | SOLE | 1,495,094 | 0 | 700,400 | ||
| ZOETIS INC | CL A | 98978V103 | 1,446 | 23,184 | SH | SOLE | 759 | 0 | 22,425 | ||