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 |
| ABIOMED INC | COM | 003654100 | 277,051 | 852,360 | SH | SOLE | 599,169 | 0 | 253,191 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 282,859 | 6,073,842 | SH | SOLE | 4,260,715 | 0 | 1,813,127 | ||
| ADOBE INC | COM | 00724F101 | 875,915 | 3,871,617 | SH | SOLE | 2,709,292 | 0 | 1,162,325 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 269,360 | 2,766,636 | SH | SOLE | 1,928,132 | 0 | 838,504 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,054,068 | 14,985,537 | SH | SOLE | 10,712,063 | 0 | 4,273,474 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 688,001 | 3,285,111 | SH | SOLE | 2,309,668 | 0 | 975,443 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,254,608 | 1,200,628 | SH | SOLE | 856,660 | 0 | 343,968 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 334,055 | 322,568 | SH | SOLE | 225,214 | 0 | 97,354 | ||
| AMAZON COM INC | COM | 023135106 | 2,079,575 | 1,384,565 | SH | SOLE | 973,292 | 0 | 411,273 | ||
| ANAPLAN INC | COM | 03272L108 | 42,525 | 1,602,317 | SH | DFND | 1,602,317 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 7,396 | 51,745 | SH | SOLE | 51,745 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 8,128 | 132,020 | SH | SOLE | 111,845 | 0 | 20,175 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 497,300 | 3,195,607 | SH | SOLE | 2,317,153 | 0 | 878,454 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 577,779 | 6,493,358 | SH | SOLE | 4,624,708 | 0 | 1,868,650 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 78,314 | 493,786 | SH | SOLE | 388,326 | 0 | 105,460 | ||
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 34,391 | 245,197 | SH | SOLE | 193,122 | 0 | 52,075 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 520,050 | 6,107,460 | SH | SOLE | 4,292,160 | 0 | 1,815,300 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 783,076 | 454,637 | SH | SOLE | 325,392 | 0 | 129,245 | ||
| COSTAR GROUP INC | COM | 22160N109 | 536,099 | 1,589,196 | SH | SOLE | 1,118,173 | 0 | 471,023 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 96,085 | 3,550,797 | SH | SOLE | 2,838,657 | 0 | 712,140 | ||
| DOLLAR GEN CORP | COM | 256677105 | 9,933 | 91,901 | SH | SOLE | 77,826 | 0 | 14,075 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,218,824 | 7,957,326 | SH | SOLE | 5,591,313 | 0 | 2,366,013 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 8,379 | 23,767 | SH | SOLE | 20,817 | 0 | 2,950 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 7,005 | 251,880 | SH | SOLE | 251,880 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 709,455 | 5,411,972 | SH | SOLE | 3,843,704 | 0 | 1,568,268 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 230,620 | 8,904,254 | SH | SOLE | 6,175,192 | 0 | 2,729,062 | ||
| FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 344419106 | 7,359 | 85,523 | SH | SOLE | 72,428 | 0 | 13,095 | ||
| GALAPAGOS NV | SPON ADR | 36315X101 | 265,545 | 2,894,535 | SH | SOLE | 2,056,455 | 0 | 838,080 | ||
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 55,705 | 369,890 | SH | SOLE | 290,699 | 0 | 79,191 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 12,166 | 151,645 | SH | SOLE | 151,645 | 0 | 0 | ||
| HDFC BANK LTD | ADR REP 3 SHS | 40415F101 | 47,769 | 461,137 | SH | SOLE | 439,687 | 0 | 21,450 | ||
| HUTCHISON CHINA MEDITECH LTD | SPONSORED ADR | 44842L103 | 19,177 | 830,520 | SH | SOLE | 654,195 | 0 | 176,325 | ||
| ILLUMINA INC | COM | 452327109 | 1,144,687 | 3,816,513 | SH | SOLE | 2,712,261 | 0 | 1,104,252 | ||
| INCYTE CORP | COM | 45337C102 | 277,532 | 4,364,395 | SH | SOLE | 3,104,595 | 0 | 1,259,800 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 11,332 | 150,426 | SH | SOLE | 127,401 | 0 | 23,025 | ||
| INTUIT | COM | 461202103 | 10,424 | 52,955 | SH | SOLE | 44,830 | 0 | 8,125 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 3,433 | 30,300 | SH | SOLE | 30,300 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 114,258 | 3,427,060 | SH | SOLE | 3,399,135 | 0 | 27,925 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 13,820 | 105,565 | SH | SOLE | 100,580 | 0 | 4,985 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 220,479 | 4,235,916 | SH | SOLE | 2,980,016 | 0 | 1,255,900 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 4,703 | 95,492 | SH | SOLE | 80,842 | 0 | 14,650 | ||
| LOXO ONCOLOGY INC | COM | 548862101 | 241,266 | 1,722,467 | SH | SOLE | 1,202,359 | 0 | 520,108 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 65,572 | 2,695,114 | SH | SOLE | 2,129,439 | 0 | 565,675 | ||
| MATCH GROUP INC | COM | 57665R106 | 330,395 | 7,724,932 | SH | SOLE | 5,373,466 | 0 | 2,351,466 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 91,590 | 312,754 | SH | SOLE | 245,639 | 0 | 67,115 | ||
| MONSTER BEVERAGE CORP | COM | 61174X109 | 547,276 | 11,118,977 | SH | SOLE | 7,808,543 | 0 | 3,310,434 | ||
| MOODYS CORP | COM | 615369105 | 4,249 | 30,343 | SH | SOLE | 25,718 | 0 | 4,625 | ||
| NETFLIX INC | COM | 64110L106 | 1,432,407 | 5,351,592 | SH | SOLE | 3,759,642 | 0 | 1,591,950 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 21,554 | 393,255 | SH | SOLE | 309,355 | 0 | 83,900 | ||
| NIKE INC | CL B | 654106103 | 566,055 | 7,634,951 | SH | SOLE | 5,439,851 | 0 | 2,195,100 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 482,905 | 2,563,870 | SH | SOLE | 1,809,696 | 0 | 754,174 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 777,190 | 2,080,829 | SH | SOLE | 1,469,452 | 0 | 611,377 | ||
| ROSS STORES INC | COM | 778296103 | 6,838 | 82,186 | SH | SOLE | 69,561 | 0 | 12,625 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,157,288 | 8,449,209 | SH | SOLE | 5,957,761 | 0 | 2,491,448 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 337,732 | 3,094,767 | SH | SOLE | 2,169,785 | 0 | 924,982 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 443,960 | 10,690,105 | SH | SOLE | 7,594,305 | 0 | 3,095,800 | ||
| SEA LTD | ADR | 81141R100 | 35,905 | 3,171,815 | SH | SOLE | 2,494,115 | 0 | 677,700 | ||
| SERVICENOW INC | COM | 81762P102 | 1,202,805 | 6,755,436 | SH | SOLE | 4,782,447 | 0 | 1,972,989 | ||
| SHOPIFY INC | CL A | 82509L107 | 374,162 | 2,702,506 | SH | SOLE | 1,944,978 | 0 | 757,528 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 236 | 944 | SH | SOLE | 944 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 408,686 | 3,897,819 | SH | SOLE | 2,747,571 | 0 | 1,150,248 | ||
| STARBUCKS CORP | COM | 855244109 | 321,770 | 4,996,429 | SH | SOLE | 3,570,559 | 0 | 1,425,870 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 114,930 | 3,113,800 | SH | SOLE | 2,580,363 | 0 | 533,437 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 13,282 | 39,057 | SH | SOLE | 33,082 | 0 | 5,975 | ||
| UNION PAC CORP | COM | 907818108 | 5,237 | 37,886 | SH | SOLE | 32,071 | 0 | 5,815 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,132 | 28,630 | SH | SOLE | 24,230 | 0 | 4,400 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 10,043 | 92,107 | SH | SOLE | 77,972 | 0 | 14,135 | ||
| VISA INC | COM CL A | 92826C839 | 2,178,847 | 16,513,924 | SH | SOLE | 11,618,855 | 0 | 4,895,069 | ||
| WORKDAY INC | CL A | 98138H101 | 997,706 | 6,248,159 | SH | SOLE | 4,451,690 | 0 | 1,796,469 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 137,976 | 5,044,831 | SH | SOLE | 4,004,181 | 0 | 1,040,650 | ||
| ZOETIS INC | CL A | 98978V103 | 23,170 | 270,867 | SH | SOLE | 247,792 | 0 | 23,075 | ||