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 | 371,652 | 1,301,348 | SH | SOLE | 910,257 | 0 | 391,091 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 263,074 | 5,778,029 | SH | SOLE | 4,045,764 | 0 | 1,732,265 | ||
| ADOBE INC | COM | 00724F101 | 936,172 | 3,512,972 | SH | SOLE | 2,405,279 | 0 | 1,107,693 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,617,264 | 14,345,101 | SH | SOLE | 10,156,696 | 0 | 4,188,405 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 907,610 | 3,192,102 | SH | SOLE | 2,240,870 | 0 | 951,232 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,344,624 | 1,142,523 | SH | SOLE | 810,508 | 0 | 332,015 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 366,738 | 312,567 | SH | SOLE | 217,029 | 0 | 95,538 | ||
| AMAZON COM INC | COM | 023135106 | 2,342,174 | 1,315,274 | SH | SOLE | 917,850 | 0 | 397,424 | ||
| ANAPLAN INC | COM | 03272L108 | 55,125 | 1,400,522 | SH | DFND | 1,400,522 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 9,210 | 50,408 | SH | SOLE | 50,408 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 399,894 | 5,030,750 | SH | SOLE | 3,587,475 | 0 | 1,443,275 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 598,487 | 3,182,597 | SH | SOLE | 2,305,243 | 0 | 877,354 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 708,800 | 6,306,608 | SH | SOLE | 4,471,942 | 0 | 1,834,666 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 79,631 | 483,051 | SH | SOLE | 369,529 | 0 | 113,522 | ||
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 31,793 | 240,858 | SH | SOLE | 184,291 | 0 | 56,567 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 522,449 | 5,881,446 | SH | SOLE | 4,120,329 | 0 | 1,761,117 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 360,156 | 206,404 | SH | SOLE | 146,843 | 0 | 59,561 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 6,148 | 160,193 | SH | SOLE | 130,193 | 0 | 30,000 | ||
| COSTAR GROUP INC | COM | 22160N109 | 700,943 | 1,502,815 | SH | SOLE | 1,054,841 | 0 | 447,974 | ||
| CROWN CASTLE INTL CORP | COM | 22822V101 | 10,327 | 80,681 | SH | SOLE | 80,681 | 0 | 0 | ||
| CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 153,348 | 3,509,922 | SH | SOLE | 2,745,182 | 0 | 764,740 | ||
| DOLLAR GEN CORP | COM | 256677105 | 11,797 | 98,889 | SH | SOLE | 80,339 | 0 | 18,550 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,472,157 | 7,694,334 | SH | SOLE | 5,390,828 | 0 | 2,303,506 | ||
| EQUINIX INC | COM | 29444U700 | 11,194 | 24,703 | SH | SOLE | 20,853 | 0 | 3,850 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 4,669 | 243,580 | SH | SOLE | 243,580 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 995,347 | 5,971,247 | SH | SOLE | 4,222,800 | 0 | 1,748,447 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 348,652 | 8,458,316 | SH | SOLE | 5,855,789 | 0 | 2,602,527 | ||
| GALAPAGOS NV | SPON ADR | 36315X101 | 339,473 | 2,882,260 | SH | SOLE | 2,045,280 | 0 | 836,980 | ||
| GRUPO AEROPORTUARIO DEL SURE | SPON ADR SER B | 40051E202 | 74,030 | 457,655 | SH | SOLE | 349,514 | 0 | 108,141 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 14,293 | 147,110 | SH | SOLE | 147,110 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 81,290 | 701,317 | SH | SOLE | 673,067 | 0 | 28,250 | ||
| HUTCHISON CHINA MEDITECH LTD | SPONSORED ADR | 44842L103 | 24,984 | 816,991 | SH | SOLE | 624,245 | 0 | 192,746 | ||
| ILLUMINA INC | COM | 452327109 | 1,155,110 | 3,717,886 | SH | SOLE | 2,619,843 | 0 | 1,098,043 | ||
| INCYTE CORP | COM | 45337C102 | 373,352 | 4,340,795 | SH | SOLE | 3,082,495 | 0 | 1,258,300 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 11,034 | 144,917 | SH | SOLE | 117,767 | 0 | 27,150 | ||
| INTUIT | COM | 461202103 | 578,214 | 2,211,905 | SH | SOLE | 1,486,887 | 0 | 725,018 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 4,599 | 30,300 | SH | SOLE | 30,300 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 83,089 | 2,357,135 | SH | SOLE | 2,357,135 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 256,777 | 4,212,216 | SH | SOLE | 2,957,916 | 0 | 1,254,300 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 6,538 | 102,903 | SH | SOLE | 83,653 | 0 | 19,250 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 72,388 | 2,622,752 | SH | SOLE | 2,025,339 | 0 | 597,413 | ||
| MATCH GROUP INC | COM | 57665R106 | 568,890 | 10,049,288 | SH | SOLE | 6,997,066 | 0 | 3,052,222 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 155,110 | 305,498 | SH | SOLE | 233,633 | 0 | 71,865 | ||
| MICROSOFT CORP | COM | 594918104 | 201 | 1,704 | SH | SOLE | 1,704 | 0 | 0 | ||
| MONSTER BEVERAGE CORP | COM | 61174X109 | 573,276 | 10,503,400 | SH | SOLE | 7,355,894 | 0 | 3,147,506 | ||
| MOODYS CORP | COM | 615369105 | 5,929 | 32,743 | SH | SOLE | 26,618 | 0 | 6,125 | ||
| NETFLIX INC | COM | 64110L106 | 1,812,322 | 5,082,797 | SH | SOLE | 3,545,219 | 0 | 1,537,578 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 69,391 | 770,244 | SH | SOLE | 589,024 | 0 | 181,220 | ||
| NIKE INC | CL B | 654106103 | 639,948 | 7,599,435 | SH | SOLE | 5,401,110 | 0 | 2,198,325 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 337,723 | 1,390,492 | SH | SOLE | 927,275 | 0 | 463,217 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 816,195 | 1,987,713 | SH | SOLE | 1,412,255 | 0 | 575,458 | ||
| ROSS STORES INC | COM | 778296103 | 8,249 | 88,606 | SH | SOLE | 72,006 | 0 | 16,600 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,193,136 | 7,533,854 | SH | SOLE | 5,152,869 | 0 | 2,380,985 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 431,121 | 3,617,094 | SH | SOLE | 2,531,815 | 0 | 1,085,279 | ||
| THE CHARLES SCHWAB CORPORATI | COM | 808513105 | 303,039 | 7,086,967 | SH | SOLE | 5,030,567 | 0 | 2,056,400 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 82,235 | 3,496,365 | SH | SOLE | 2,672,865 | 0 | 823,500 | ||
| SERVICENOW INC | COM | 81762P102 | 1,545,786 | 6,271,190 | SH | SOLE | 4,395,662 | 0 | 1,875,528 | ||
| SHOPIFY INC | CL A | 82509L107 | 554,907 | 2,685,641 | SH | SOLE | 1,929,013 | 0 | 756,628 | ||
| SPLUNK INC | COM | 848637104 | 332,792 | 2,670,879 | SH | SOLE | 1,809,398 | 0 | 861,481 | ||
| STARBUCKS CORP | COM | 855244109 | 10,219 | 137,461 | SH | SOLE | 111,716 | 0 | 25,745 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 127,257 | 3,106,855 | SH | SOLE | 2,522,018 | 0 | 584,837 | ||
| TEXAS INSTRS INC | COM | 882508104 | 10,449 | 98,514 | SH | SOLE | 80,064 | 0 | 18,450 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 19,147 | 42,174 | SH | SOLE | 34,279 | 0 | 7,895 | ||
| TWILIO INC | CL A | 90138F102 | 266,654 | 2,064,208 | SH | SOLE | 1,423,131 | 0 | 641,077 | ||
| UNION PACIFIC CORP | COM | 907818108 | 6,827 | 40,834 | SH | SOLE | 33,219 | 0 | 7,615 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,630 | 30,859 | SH | SOLE | 25,084 | 0 | 5,775 | ||
| VERISK ANALYTICS INC | COM | 92345Y106 | 11,381 | 85,571 | SH | SOLE | 69,536 | 0 | 16,035 | ||
| VISA INC | COM CL A | 92826C839 | 2,482,996 | 15,897,277 | SH | SOLE | 11,152,944 | 0 | 4,744,333 | ||
| WORKDAY INC | CL A | 98138H101 | 1,169,519 | 6,064,395 | SH | SOLE | 4,300,510 | 0 | 1,763,885 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 171,831 | 5,003,806 | SH | SOLE | 3,889,281 | 0 | 1,114,525 | ||
| ZOETIS INC | CL A | 98978V103 | 30,305 | 301,029 | SH | SOLE | 270,679 | 0 | 30,350 | ||