The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 428,762 5,617,956 SH   SOLE   4,011,566 0 1,606,390
ADOBE SYS INC COM 00724F101 1,126,319 4,619,658 SH   SOLE   3,312,460 0 1,307,198
ALEXION PHARMACEUTICALS INC COM 015351109 400,302 3,224,339 SH   SOLE   2,286,193 0 938,146
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,710,510 14,609,549 SH   SOLE   10,302,478 0 4,307,071
ALIGN TECHNOLOGY INC COM 016255101 1,046,729 3,059,358 SH   SOLE   2,149,441 0 909,917
ALPHABET INC CAP STK CL A 02079K305 1,533,993 1,358,490 SH   SOLE   968,445 0 390,045
ALPHABET INC CAP STK CL C 02079K107 403,952 362,078 SH   SOLE   249,868 0 112,210
AMAZON COM INC COM 023135106 2,961,624 1,742,337 SH   SOLE   1,223,521 0 518,816
AMERICAN TOWER CORP COM 03027X100 20,157 139,813 SH   SOLE   130,413 0 9,400
ANSYS INC COM 03662Q105 9,065 52,045 SH   SOLE   52,045 0 0
APTIV PLC SHS G6095L109 9,446 103,085 SH   SOLE   90,335 0 12,750
ASML HOLDING N V N Y REGISTRY SHS N07059210 676,966 3,419,537 SH   SOLE   2,393,383 0 1,026,154
ATLASSIAN CORP PLC CL A G06242104 298,485 4,774,240 SH   SOLE   3,346,940 0 1,427,300
BAIDU INC SPON ADR REP A 056752108 663,078 2,728,717 SH   SOLE   1,812,378 0 916,339
BIOMARIN PHARMACEUTICAL INC COM 09061G101 652,825 6,930,199 SH   SOLE   4,861,528 0 2,068,671
BOOKING HLDGS INC COM 09857L108 1,267,754 625,406 SH   SOLE   445,734 0 179,672
CISCO SYS INC COM 17275R102 465 10,800 SH   SOLE   2,300 0 8,500
COSTAR GROUP INC COM 22160N109 606,216 1,469,151 SH   SOLE   1,049,927 0 419,224
CREDICORP LTD COM G2519Y108 49,815 221,280 SH   SOLE   163,819 0 57,461
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 127,876 2,684,784 SH   SOLE   1,989,044 0 695,740
DOCUSIGN INC COM 256163106 21,547 406,923 SH   DFND   406,923 0 0
DOLLAR GEN CORP COM 256677105 10,452 106,001 SH   SOLE   92,951 0 13,050
EDWARDS LIFESCIENCES CORP COM 28176E108 1,006,971 6,917,432 SH   SOLE   4,841,342 0 2,076,090
FACEBOOK INC CL A 30303M102 1,687,644 8,684,872 SH   SOLE   6,102,771 0 2,582,101
FLOOR & DECOR HLDGS INC CL A 339750101 237,735 4,819,275 SH   SOLE   3,422,544 0 1,396,731
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 8,672 98,780 SH   SOLE   86,685 0 12,095
GALAPAGOS NV SPON ADR 36315X101 169,933 1,843,486 SH   SOLE   1,271,886 0 571,600
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 47,625 299,227 SH   SOLE   221,786 0 77,441
GUIDEWIRE SOFTWARE INC COM 40171V100 13,534 152,445 SH   SOLE   152,445 0 0
HDFC BANK LTD ADR REP 3 SHS 40415F101 30,249 288,031 SH   SOLE   268,106 0 19,925
ILLUMINA INC COM 452327109 1,192,678 4,270,391 SH   SOLE   3,008,783 0 1,261,608
INCYTE CORP COM 45337C102 319,805 4,773,209 SH   SOLE   3,299,909 0 1,473,300
INTERCONTINENTAL EXCHANGE IN COM 45866F104 12,765 173,551 SH   SOLE   152,201 0 21,350
INTUIT COM 461202103 9,915 48,530 SH   SOLE   42,555 0 5,975
IPG PHOTONICS CORP COM 44980X109 6,685 30,300 SH   SOLE   30,300 0 0
ISHARES TR MSCI INDIA ETF 46429B598 126,003 3,785,016 SH   SOLE   3,785,016 0 0
LAS VEGAS SANDS CORP COM 517834107 354,768 4,645,993 SH   SOLE   3,181,193 0 1,464,800
LENDINGCLUB CORP COM 52603A109 267 70,442 SH   DFND   70,442 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,351 110,167 SH   SOLE   96,617 0 13,550
LOXO ONCOLOGY INC COM 548862101 348,389 2,008,237 SH   SOLE   1,425,910 0 582,327
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 78,860 2,181,464 SH   SOLE   1,615,789 0 565,675
MEDIDATA SOLUTIONS INC COM 58471A105 262,489 3,258,309 SH   SOLE   2,260,609 0 997,700
MERCADOLIBRE INC COM 58733R102 75,113 251,273 SH   SOLE   185,758 0 65,515
MICROSOFT CORP COM 594918104 419 4,250 SH   SOLE   1,500 0 2,750
MONSTER BEVERAGE CORP COM 61174X109 666,084 11,624,504 SH   SOLE   8,311,436 0 3,313,068
MOODYS CORP COM 615369105 5,985 35,093 SH   SOLE   30,743 0 4,350
NETFLIX INC COM 64110L106 2,214,161 5,656,596 SH   SOLE   3,991,709 0 1,664,887
NIKE INC CL B 654106103 666,641 8,366,484 SH   SOLE   5,802,184 0 2,564,300
PALO ALTO NETWORKS INC COM 697435105 728,257 3,544,349 SH   SOLE   2,534,520 0 1,009,829
REGENERON PHARMACEUTICALS COM 75886F107 795,482 2,305,811 SH   SOLE   1,610,381 0 695,430
ROSS STORES INC COM 778296103 9,848 116,196 SH   SOLE   101,896 0 14,300
SALESFORCE COM INC COM 79466L302 1,299,513 9,527,225 SH   DFND   6,728,018 0 2,799,207
SCHWAB CHARLES CORP COM 808513105 1,170,306 22,902,272 SH   SOLE   16,020,243 0 6,882,029
SEA LTD ADR 81141R100 38,306 2,553,740 SH   SOLE   1,891,640 0 662,100
SERVICENOW INC COM 81762P102 1,223,016 7,091,179 SH   SOLE   5,066,255 0 2,024,924
SHOPIFY INC CL A 82509L107 429,197 2,941,921 SH   SOLE   2,061,493 0 880,428
SPLUNK INC COM 848637104 543,269 5,481,472 SH   SOLE   3,913,517 0 1,567,955
STARBUCKS CORP COM 855244109 528,399 10,816,762 SH   SOLE   7,640,927 0 3,175,835
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 90,134 2,465,364 SH   SOLE   1,946,227 0 519,137
TRANSDIGM GROUP INC COM 893641100 17,306 50,142 SH   SOLE   43,977 0 6,165
UNION PAC CORP COM 907818108 8,330 58,796 SH   SOLE   51,531 0 7,265
VERISK ANALYTICS INC COM 92345Y106 11,431 106,197 SH   SOLE   93,147 0 13,050
VISA INC COM CL A 92826C839 2,466,818 18,624,521 SH   SOLE   13,072,805 0 5,551,716
WORKDAY INC CL A 98138H101 837,299 6,912,969 SH   SOLE   4,873,777 0 2,039,192
YANDEX N V SHS CLASS A N97284108 138,532 3,858,844 SH   SOLE   2,842,069 0 1,016,775
ZOETIS INC CL A 98978V103 15,261 179,135 SH   SOLE   157,760 0 21,375