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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 422,696 | 6,552,417 | SH | SOLE | 4,812,147 | 0 | 1,740,270 | ||
| ADOBE SYS INC | COM | 00724F101 | 839,756 | 5,629,146 | SH | SOLE | 4,209,786 | 0 | 1,419,360 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 670,018 | 4,775,947 | SH | SOLE | 3,495,010 | 0 | 1,280,937 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,580,044 | 14,938,591 | SH | SOLE | 10,471,705 | 0 | 4,466,886 | ||
| ALLERGAN PLC | SHS | G0177J108 | 1,151 | 5,618 | SH | SOLE | 178 | 0 | 5,440 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,343,534 | 1,379,795 | SH | SOLE | 994,178 | 0 | 385,617 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 422,204 | 440,204 | SH | SOLE | 308,899 | 0 | 131,305 | ||
| AMAZON COM INC | COM | 023135106 | 1,775,047 | 1,846,411 | SH | SOLE | 1,316,944 | 0 | 529,467 | ||
| AMERICAN TOWER CORP | COM | 03027X100 | 11,319 | 82,815 | SH | SOLE | 71,215 | 0 | 11,600 | ||
| ANSYS INC | COM | 03662Q105 | 6,952 | 56,645 | SH | SOLE | 56,645 | 0 | 0 | ||
| ASML HOLDING N V | NY REGISTRY SHS | N07059210 | 647,120 | 3,779,904 | SH | SOLE | 2,568,550 | 0 | 1,211,354 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 97,819 | 786,576 | SH | SOLE | 519,568 | 0 | 267,008 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,871,911 | 7,557,474 | SH | SOLE | 5,331,623 | 0 | 2,225,851 | ||
| BIOGEN INC | COM | 09062X103 | 377,990 | 1,207,172 | SH | SOLE | 888,236 | 0 | 318,936 | ||
| BIOMARIN PHARMACEUTICAL INC. | COM | 09061G101 | 750,010 | 8,058,559 | SH | SOLE | 5,721,278 | 0 | 2,337,281 | ||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 1,104 | 17,324 | SH | SOLE | 549 | 0 | 16,775 | ||
| CELGENE CORP | COM | 151020104 | 602 | 4,130 | SH | SOLE | 130 | 0 | 4,000 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 650,227 | 2,112,291 | SH | SOLE | 1,491,130 | 0 | 621,161 | ||
| CISCO SYS INC | COM | 17275R102 | 363 | 10,800 | SH | SOLE | 2,300 | 0 | 8,500 | ||
| COSTAR GROUP INC | COM | 22160N109 | 415,132 | 1,547,558 | SH | SOLE | 1,148,813 | 0 | 398,745 | ||
| CREDICORP LTD | COM | G2519Y108 | 53,243 | 259,696 | SH | SOLE | 180,890 | 0 | 78,806 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 90,173 | 1,709,769 | SH | SOLE | 1,191,629 | 0 | 518,140 | ||
| DOLLAR GEN CORP | COM | 256677105 | 1,526 | 18,822 | SH | SOLE | 597 | 0 | 18,225 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 791,015 | 7,236,435 | SH | SOLE | 5,106,554 | 0 | 2,129,881 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,377,667 | 13,915,065 | SH | SOLE | 9,822,607 | 0 | 4,092,458 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 1,164 | 12,181 | SH | SOLE | 386 | 0 | 11,795 | ||
| GALAPAGOS NV | SPON ADR | 36315X101 | 207,165 | 2,036,016 | SH | SOLE | 1,363,916 | 0 | 672,100 | ||
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 22,029 | 115,444 | SH | SOLE | 80,569 | 0 | 34,875 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 10,814 | 138,885 | SH | SOLE | 138,885 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 8,092 | 83,970 | SH | SOLE | 62,745 | 0 | 21,225 | ||
| ILLUMINA INC | COM | 452327109 | 981,422 | 4,926,817 | SH | SOLE | 3,500,077 | 0 | 1,426,740 | ||
| INCYTE CORP | COM | 45337C102 | 883,718 | 7,569,964 | SH | SOLE | 5,364,139 | 0 | 2,205,825 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 1,476 | 21,481 | SH | SOLE | 681 | 0 | 20,800 | ||
| INTUIT | COM | 461202103 | 668 | 4,699 | SH | SOLE | 149 | 0 | 4,550 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 5,645 | 30,505 | SH | SOLE | 30,505 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 198,280 | 6,035,916 | SH | SOLE | 6,035,916 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 331,067 | 5,160,018 | SH | SOLE | 3,426,218 | 0 | 1,733,800 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 144,530 | 23,732,346 | SH | DFND | 17,604,345 | 0 | 6,128,001 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 54,865 | 1,908,364 | SH | SOLE | 1,329,289 | 0 | 579,075 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 282,405 | 3,617,789 | SH | SOLE | 2,426,989 | 0 | 1,190,800 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 100,037 | 386,346 | SH | SOLE | 267,706 | 0 | 118,640 | ||
| MICROSOFT CORP | COM | 594918104 | 317 | 4,250 | SH | SOLE | 1,500 | 0 | 2,750 | ||
| MONSTER BEVERAGE CORP | COM | 61174X109 | 589,757 | 10,674,332 | SH | SOLE | 7,830,552 | 0 | 2,843,780 | ||
| MOODYS CORP | COM | 615369105 | 981 | 7,049 | SH | SOLE | 224 | 0 | 6,825 | ||
| MULESOFT INC | CL A | 625207105 | 11,453 | 568,663 | SH | DFND | 568,663 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,292,558 | 7,127,420 | SH | SOLE | 5,122,908 | 0 | 2,004,512 | ||
| NETSHOES CAYMAN LTD | COM | G6455X107 | 15,758 | 1,198,325 | SH | SOLE | 834,225 | 0 | 364,100 | ||
| NIKE INC | CL B | 654106103 | 391,037 | 7,541,689 | SH | SOLE | 5,041,339 | 0 | 2,500,350 | ||
| O REILLY AUTOMOTIVE INC | COM | 67103H107 | 543 | 2,520 | SH | SOLE | 80 | 0 | 2,440 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 447,066 | 3,102,469 | SH | SOLE | 2,297,717 | 0 | 804,752 | ||
| PRICELINE GRP INC | COM | 741503403 | 1,586,911 | 866,776 | SH | SOLE | 617,999 | 0 | 248,777 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,180,357 | 2,639,910 | SH | SOLE | 1,853,492 | 0 | 786,418 | ||
| ROSS STORES INC | COM | 778296103 | 739 | 11,438 | SH | SOLE | 363 | 0 | 11,075 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,252,216 | 13,404,150 | SH | SOLE | 9,829,328 | 0 | 3,574,822 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,153,666 | 26,375,530 | SH | SOLE | 18,528,611 | 0 | 7,846,919 | ||
| SERVICENOW INC | COM | 81762P102 | 898,479 | 7,644,682 | SH | SOLE | 5,655,280 | 0 | 1,989,402 | ||
| SHOPIFY INC | CL A | 82509L107 | 425,118 | 3,649,394 | SH | SOLE | 2,478,566 | 0 | 1,170,828 | ||
| SNAP INC | CL A | 83304A106 | 207,604 | 14,278,131 | SH | SOLE | 10,530,314 | 0 | 3,747,817 | ||
| SPLUNK INC | COM | 848637104 | 540,994 | 8,143,814 | SH | SOLE | 6,025,350 | 0 | 2,118,464 | ||
| STARBUCKS CORP | COM | 855244109 | 656,457 | 12,222,241 | SH | SOLE | 8,604,898 | 0 | 3,617,343 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 73,768 | 1,964,518 | SH | SOLE | 1,432,306 | 0 | 532,212 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 1,931 | 7,554 | SH | SOLE | 239 | 0 | 7,315 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 111,728 | 6,779,639 | SH | SOLE | 4,978,882 | 0 | 1,800,757 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 103,910 | 6,918,090 | SH | SOLE | 5,076,270 | 0 | 1,841,820 | ||
| UNION PAC CORP | COM | 907818108 | 846 | 7,296 | SH | SOLE | 231 | 0 | 7,065 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 1,095 | 13,167 | SH | SOLE | 417 | 0 | 12,750 | ||
| VISA INC | COM CL A | 92826C839 | 2,333,450 | 22,172,651 | SH | SOLE | 15,778,899 | 0 | 6,393,752 | ||
| WORKDAY INC | CL A | 98138H101 | 567,738 | 5,387,024 | SH | SOLE | 3,669,824 | 0 | 1,717,200 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 99,600 | 3,022,754 | SH | SOLE | 2,105,479 | 0 | 917,275 | ||
| ZOETIS INC | CL A | 98978V103 | 1,528 | 23,959 | SH | SOLE | 759 | 0 | 23,200 | ||