The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
51JOB INC SPONSORED ADS | COM | 316827104 | 424 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 12,368 | 191,077 | SH | SOLE | 0 | 0 | 0 | 191,077 | |
ABBOTT LABS COM | COM | 002824100 | 98,672 | 1,135,987 | SH | SOLE | 0 | 0 | 0 | 1,135,987 | |
ABBVIE INC COM | COM | 00287Y109 | 56,861 | 642,205 | SH | SOLE | 0 | 0 | 0 | 642,205 | |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 31,842 | 535,882 | SH | SOLE | 0 | 0 | 0 | 535,882 | |
ADOBE INC COM | COM | 00724F101 | 23,787 | 72,122 | SH | SOLE | 0 | 0 | 0 | 72,122 | |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 9,015 | 373,000 | SH | SOLE | 0 | 0 | 0 | 373,000 | |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 2,674 | 56,000 | SH | SOLE | 0 | 0 | 0 | 56,000 | |
ALARM COM HLDGS INC COM | COM | 011642105 | 21,485 | 500,000 | SH | SOLE | 0 | 0 | 0 | 500,000 | |
ALBEMARLE CORP COM | COM | 012653101 | 18,979 | 259,839 | SH | SOLE | 0 | 0 | 0 | 259,839 | |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 350,062 | 1,650,455 | SH | SOLE | 0 | 0 | 0 | 1,650,455 | |
ALIGN TECHNOLOGY INC COM | COM | 016255101 | 6,418 | 23,000 | SH | SOLE | 0 | 0 | 0 | 23,000 | |
ALLAKOS INC COM | COM | 01671P100 | 6,675 | 70,000 | SH | SOLE | 0 | 0 | 0 | 70,000 | |
ALLEGION PUB LTD CO ORD SHS | COM | G0176J109 | 68,673 | 551,410 | SH | SOLE | 0 | 0 | 0 | 551,410 | |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 59,307 | 44,279 | SH | SOLE | 0 | 0 | 0 | 44,279 | |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 50,939 | 38,099 | SH | SOLE | 0 | 0 | 0 | 38,099 | |
ALTERYX INC COM CL A | COM | 02156B103 | 4,003 | 40,000 | SH | SOLE | 0 | 0 | 0 | 40,000 | |
AMAZON COM INC COM | COM | 023135106 | 94,711 | 51,255 | SH | SOLE | 0 | 0 | 0 | 51,255 | |
AMERESCO INC CL A | COM | 02361E108 | 11,251 | 642,938 | SH | SOLE | 0 | 0 | 0 | 642,938 | |
AMERICAN EXPRESS CO COM | COM | 025816109 | 18,250 | 146,600 | SH | SOLE | 0 | 0 | 0 | 146,600 | |
AMGEN INC COM | COM | 031162100 | 54,416 | 225,728 | SH | SOLE | 0 | 0 | 0 | 225,728 | |
ANSYS INC COM | COM | 03662Q105 | 22,274 | 86,532 | SH | SOLE | 0 | 0 | 0 | 86,532 | |
APPLE INC COM | COM | 037833100 | 106,891 | 364,008 | SH | SOLE | 0 | 0 | 0 | 364,008 | |
ARENA PHARMACEUTICALS INC COM NEW | COM | 040047607 | 3,179 | 70,000 | SH | SOLE | 0 | 0 | 0 | 70,000 | |
ARROWHEAD PHARMACEUTICALS IN COM | COM | 04280A100 | 3,433 | 54,120 | SH | SOLE | 0 | 0 | 0 | 54,120 | |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 21,811 | 285,000 | SH | SOLE | 0 | 0 | 0 | 285,000 | |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 29,142 | 364,231 | SH | SOLE | 0 | 0 | 0 | 364,231 | |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 18,440 | 108,154 | SH | SOLE | 0 | 0 | 0 | 108,154 | |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 26,434 | 209,126 | SH | SOLE | 0 | 0 | 0 | 209,126 | |
BAXTER INTL INC COM | COM | 071813109 | 27,176 | 325,000 | SH | SOLE | 0 | 0 | 0 | 325,000 | |
BIOGEN INC COM | COM | 09062X103 | 13,018 | 43,872 | SH | SOLE | 0 | 0 | 0 | 43,872 | |
BIOHAVEN PHARMACTL HLDG CO L COM | COM | G11196105 | 13,991 | 257,000 | SH | SOLE | 0 | 0 | 0 | 257,000 | |
BLOOM ENERGY CORP COM CL A | COM | 093712107 | 5,569 | 745,509 | SH | SOLE | 0 | 0 | 0 | 745,509 | |
BOINGO WIRELESS INC COM | COM | 09739C102 | 37,874 | 3,458,800 | SH | SOLE | 0 | 0 | 0 | 3,458,800 | |
BOOKING HLDGS INC COM | COM | 09857L108 | 41,321 | 20,120 | SH | SOLE | 0 | 0 | 0 | 20,120 | |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 86,553 | 575,909 | SH | SOLE | 0 | 0 | 0 | 575,909 | |
CAVCO INDS INC DEL COM | COM | 149568107 | 32,628 | 167,000 | SH | SOLE | 0 | 0 | 0 | 167,000 | |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 39,109 | 352,460 | SH | SOLE | 0 | 0 | 0 | 352,460 | |
CHURCH & DWIGHT INC COM | COM | 171340102 | 16,257 | 231,125 | SH | SOLE | 0 | 0 | 0 | 231,125 | |
COGNEX CORP COM | COM | 192422103 | 13,338 | 238,000 | SH | SOLE | 0 | 0 | 0 | 238,000 | |
COLONY CAP INC NEW CL A COM | COM | 19626G108 | 9,262 | 1,950,000 | SH | SOLE | 0 | 0 | 0 | 1,950,000 | |
COLUMBIA SPORTSWEAR CO COM | COM | 198516106 | 39,074 | 390,000 | SH | SOLE | 0 | 0 | 0 | 390,000 | |
COMCAST CORP NEW CL A | COM | 20030N101 | 30,459 | 677,317 | SH | SOLE | 0 | 0 | 0 | 677,317 | |
COOPER COS INC COM NEW | COM | 216648402 | 81,147 | 252,566 | SH | SOLE | 0 | 0 | 0 | 252,566 | |
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 9,832 | 33,450 | SH | SOLE | 0 | 0 | 0 | 33,450 | |
CREDICORP LTD COM | COM | G2519Y108 | 18,852 | 88,452 | SH | SOLE | 0 | 0 | 0 | 88,452 | |
CRYOPORT INC COM PAR $0.001 | COM | 229050307 | 6,913 | 420,000 | SH | SOLE | 0 | 0 | 0 | 420,000 | |
DAQO NEW ENERGY CORP SPNSRD ADR NEW | ADR | 23703Q203 | 8,258 | 161,293 | SH | SOLE | 0 | 0 | 0 | 161,293 | |
DARLING INGREDIENTS INC COM | COM | 237266101 | 39,210 | 1,396,356 | SH | SOLE | 0 | 0 | 0 | 1,396,356 | |
DEXCOM INC COM | COM | 252131107 | 5,031 | 23,000 | SH | SOLE | 0 | 0 | 0 | 23,000 | |
DIGIMARC CORP NEW COM | COM | 25381B101 | 5,370 | 160,000 | SH | SOLE | 0 | 0 | 0 | 160,000 | |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 57,717 | 399,066 | SH | SOLE | 0 | 0 | 0 | 399,066 | |
EAST WEST BANCORP INC COM | COM | 27579R104 | 116,311 | 2,388,321 | SH | SOLE | 0 | 0 | 0 | 2,388,321 | |
ECOLAB INC COM | COM | 278865100 | 7,903 | 40,950 | SH | SOLE | 0 | 0 | 0 | 40,950 | |
EHEALTH INC COM | COM | 28238P109 | 11,530 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
EVERBRIDGE INC COM | COM | 29978A104 | 12,102 | 155,000 | SH | SOLE | 0 | 0 | 0 | 155,000 | |
EVOQUA WATER TECHNOLOGIES CO COM | COM | 30057T105 | 14,023 | 740,000 | SH | SOLE | 0 | 0 | 0 | 740,000 | |
EXACT SCIENCES CORP COM | COM | 30063P105 | 36,895 | 398,950 | SH | SOLE | 0 | 0 | 0 | 398,950 | |
FACEBOOK INC CL A | COM | 30303M102 | 11,904 | 58,000 | SH | SOLE | 0 | 0 | 0 | 58,000 | |
FAIR ISAAC CORP COM | COM | 303250104 | 68,117 | 181,800 | SH | SOLE | 0 | 0 | 0 | 181,800 | |
FIBROGEN INC COM | COM | 31572Q808 | 2,831 | 66,000 | SH | SOLE | 0 | 0 | 0 | 66,000 | |
FIDELITY NATL INFORMATION SV COM | COM | 31620M106 | 50,944 | 366,267 | SH | SOLE | 0 | 0 | 0 | 366,267 | |
FIRST HORIZON NATL CORP COM | COM | 320517105 | 27,490 | 1,660,000 | SH | SOLE | 0 | 0 | 0 | 1,660,000 | |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 62,238 | 529,909 | SH | SOLE | 0 | 0 | 0 | 529,909 | |
FIRST SOLAR INC COM | COM | 336433107 | 16,287 | 291,040 | SH | SOLE | 0 | 0 | 0 | 291,040 | |
GATES INDUSTRIAL CORPRATIN P ORD SHS | COM | G39108108 | 2,707 | 196,731 | SH | SOLE | 0 | 0 | 0 | 196,731 | |
GLU MOBILE INC COM | COM | 379890106 | 9,680 | 1,600,000 | SH | SOLE | 0 | 0 | 0 | 1,600,000 | |
GRAND CANYON ED INC COM | COM | 38526M106 | 116,902 | 1,220,401 | SH | SOLE | 0 | 0 | 0 | 1,220,401 | |
GUARDANT HEALTH INC COM | COM | 40131M109 | 3,360 | 43,000 | SH | SOLE | 0 | 0 | 0 | 43,000 | |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 23,389 | 726,827 | SH | SOLE | 0 | 0 | 0 | 726,827 | |
HDFC BANK LTD SPONSORED ADS | COM | 40415F101 | 2,570 | 40,560 | SH | SOLE | 0 | 0 | 0 | 40,560 | |
HOME DEPOT INC COM | COM | 437076102 | 65,109 | 298,144 | SH | SOLE | 0 | 0 | 0 | 298,144 | |
HUAZHU GROUP LTD SPONSORED ADS | COM | 44332N106 | 841 | 21,000 | SH | SOLE | 0 | 0 | 0 | 21,000 | |
IAA INC COM | COM | 449253103 | 20,471 | 435,000 | SH | SOLE | 0 | 0 | 0 | 435,000 | |
IAC INTERACTIVECORP COM | COM | 44919P508 | 93,700 | 376,138 | SH | SOLE | 0 | 0 | 0 | 376,138 | |
ILLUMINA INC COM | COM | 452327109 | 5,601 | 16,884 | SH | SOLE | 0 | 0 | 0 | 16,884 | |
INSULET CORP COM | COM | 45784P101 | 8,560 | 50,000 | SH | SOLE | 0 | 0 | 0 | 50,000 | |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 12,291 | 132,800 | SH | SOLE | 0 | 0 | 0 | 132,800 | |
INTUIT COM | COM | 461202103 | 30,801 | 117,594 | SH | SOLE | 0 | 0 | 0 | 117,594 | |
IPG PHOTONICS CORP COM | COM | 44980X109 | 6,149 | 42,428 | SH | SOLE | 0 | 0 | 0 | 42,428 | |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 931 | 101,705 | SH | SOLE | 0 | 0 | 0 | 101,705 | |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 32,059 | 910,000 | SH | SOLE | 0 | 0 | 0 | 910,000 | |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 6,180 | 274,797 | SH | SOLE | 0 | 0 | 0 | 274,797 | |
JOHNSON & JOHNSON COM | COM | 478160104 | 36,169 | 247,951 | SH | SOLE | 0 | 0 | 0 | 247,951 | |
KADANT INC COM | COM | 48282T104 | 69,524 | 660,000 | SH | SOLE | 0 | 0 | 0 | 660,000 | |
KAR AUCTION SVCS INC COM | COM | 48238T109 | 8,716 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
KEYSIGHT TECHNOLOGIES INC COM | COM | 49338L103 | 16,985 | 165,500 | SH | SOLE | 0 | 0 | 0 | 165,500 | |
KROGER CO COM | COM | 501044101 | 23,192 | 800,000 | SH | SOLE | 0 | 0 | 0 | 800,000 | |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 29,378 | 142,241 | SH | SOLE | 0 | 0 | 0 | 142,241 | |
LCI INDS COM | COM | 50189K103 | 24,104 | 225,000 | SH | SOLE | 0 | 0 | 0 | 225,000 | |
LILLY ELI & CO COM | COM | 532457108 | 119,794 | 911,469 | SH | SOLE | 0 | 0 | 0 | 911,469 | |
LOOP INDS INC COM | COM | 543518104 | 4,577 | 462,307 | SH | SOLE | 0 | 0 | 0 | 462,307 | |
MASIMO CORP COM | COM | 574795100 | 29,004 | 183,500 | SH | SOLE | 0 | 0 | 0 | 183,500 | |
MASTEC INC COM | COM | 576323109 | 40,677 | 634,000 | SH | SOLE | 0 | 0 | 0 | 634,000 | |
MASTERCARD INC CL A | COM | 57636Q104 | 121,452 | 406,751 | SH | SOLE | 0 | 0 | 0 | 406,751 | |
MAXIMUS INC COM | COM | 577933104 | 26,408 | 355,000 | SH | SOLE | 0 | 0 | 0 | 355,000 | |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 46,255 | 394,731 | SH | SOLE | 0 | 0 | 0 | 394,731 | |
MERCK & CO INC COM | COM | 58933Y105 | 62,818 | 690,683 | SH | SOLE | 0 | 0 | 0 | 690,683 | |
MICROSOFT CORP COM | COM | 594918104 | 161,279 | 1,022,698 | SH | SOLE | 0 | 0 | 0 | 1,022,698 | |
MIRATI THERAPEUTICS INC COM | COM | 60468T105 | 4,059 | 31,500 | SH | SOLE | 0 | 0 | 0 | 31,500 | |
MOMO INC ADR | ADR | 60879B107 | 31,894 | 952,070 | SH | SOLE | 0 | 0 | 0 | 952,070 | |
MSA SAFETY INC COM | COM | 553498106 | 32,146 | 254,400 | SH | SOLE | 0 | 0 | 0 | 254,400 | |
MYOKARDIA INC COM | COM | 62857M105 | 3,863 | 53,000 | SH | SOLE | 0 | 0 | 0 | 53,000 | |
NAPCO SEC TECHNOLOGIES INC COM | COM | 630402105 | 2,939 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
NASDAQ INC COM | COM | 631103108 | 64,737 | 604,451 | SH | SOLE | 0 | 0 | 0 | 604,451 | |
NATIONAL BK HLDGS CORP CL A | COM | 633707104 | 20,075 | 570,000 | SH | SOLE | 0 | 0 | 0 | 570,000 | |
NETEASE INC SPONSORED ADS | COM | 64110W102 | 51,195 | 166,956 | SH | SOLE | 0 | 0 | 0 | 166,956 | |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 18,166 | 169,000 | SH | SOLE | 0 | 0 | 0 | 169,000 | |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 31,416 | 259,104 | SH | SOLE | 0 | 0 | 0 | 259,104 | |
NEXTERA ENERGY INC COM | COM | 65339F101 | 6,163 | 25,450 | SH | SOLE | 0 | 0 | 0 | 25,450 | |
NIKE INC CL B | COM | 654106103 | 20,749 | 204,803 | SH | SOLE | 0 | 0 | 0 | 204,803 | |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 59,232 | 3,322,057 | SH | SOLE | 0 | 0 | 0 | 3,322,057 | |
NVIDIA CORP COM | COM | 67066G104 | 47,320 | 201,106 | SH | SOLE | 0 | 0 | 0 | 201,106 | |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 8,685 | 116,541 | SH | SOLE | 0 | 0 | 0 | 116,541 | |
PARK CITY GROUP INC COM NEW | COM | 700215304 | 7,641 | 1,510,000 | SH | SOLE | 0 | 0 | 0 | 1,510,000 | |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 63,137 | 583,680 | SH | SOLE | 0 | 0 | 0 | 583,680 | |
PLANET FITNESS INC CL A | COM | 72703H101 | 15,256 | 204,280 | SH | SOLE | 0 | 0 | 0 | 204,280 | |
PLURALSIGHT INC COM CL A | COM | 72941B106 | 6,368 | 370,000 | SH | SOLE | 0 | 0 | 0 | 370,000 | |
POOL CORPORATION COM | COM | 73278L105 | 117,873 | 555,009 | SH | SOLE | 0 | 0 | 0 | 555,009 | |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 62,006 | 856,552 | SH | SOLE | 0 | 0 | 0 | 856,552 | |
PROOFPOINT INC COM | COM | 743424103 | 17,791 | 155,000 | SH | SOLE | 0 | 0 | 0 | 155,000 | |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 37,965 | 528,100 | SH | SOLE | 0 | 0 | 0 | 528,100 | |
PROTO LABS INC COM | COM | 743713109 | 24,537 | 241,627 | SH | SOLE | 0 | 0 | 0 | 241,627 | |
PTC THERAPEUTICS INC COM | COM | 69366J200 | 18,395 | 383,000 | SH | SOLE | 0 | 0 | 0 | 383,000 | |
QUALCOMM INC COM | COM | 747525103 | 20,293 | 230,000 | SH | SOLE | 0 | 0 | 0 | 230,000 | |
QUDIAN INC ADR | ADR | 747798106 | 283 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
REATA PHARMACEUTICALS INC CL A | COM | 75615P103 | 3,066 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
REDFIN CORP COM | COM | 75737F108 | 13,741 | 650,000 | SH | SOLE | 0 | 0 | 0 | 650,000 | |
REEDS INC COM | COM | 758338107 | 3,071 | 3,375,000 | SH | SOLE | 0 | 0 | 0 | 3,375,000 | |
RENEWABLE ENERGY GROUP INC COM NEW | COM | 75972A301 | 13,761 | 510,607 | SH | SOLE | 0 | 0 | 0 | 510,607 | |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 9,883 | 48,766 | SH | SOLE | 0 | 0 | 0 | 48,766 | |
ROLLINS INC COM | COM | 775711104 | 16,414 | 495,000 | SH | SOLE | 0 | 0 | 0 | 495,000 | |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 48,711 | 364,848 | SH | SOLE | 0 | 0 | 0 | 364,848 | |
SALESFORCE COM INC COM | COM | 79466L302 | 22,721 | 139,700 | SH | SOLE | 0 | 0 | 0 | 139,700 | |
SAREPTA THERAPEUTICS INC COM | COM | 803607100 | 2,774 | 21,500 | SH | SOLE | 0 | 0 | 0 | 21,500 | |
SERVICE CORP INTL COM | COM | 817565104 | 144,473 | 3,138,665 | SH | SOLE | 0 | 0 | 0 | 3,138,665 | |
SMITH A O CORP COM | COM | 831865209 | 7,567 | 158,836 | SH | SOLE | 0 | 0 | 0 | 158,836 | |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 27,263 | 286,709 | SH | SOLE | 0 | 0 | 0 | 286,709 | |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 22,284 | 600,000 | SH | SOLE | 0 | 0 | 0 | 600,000 | |
STARBUCKS CORP COM | COM | 855244109 | 14,181 | 161,300 | SH | SOLE | 0 | 0 | 0 | 161,300 | |
STRATEGIC ED INC COM | COM | 86272C103 | 22,246 | 140,000 | SH | SOLE | 0 | 0 | 0 | 140,000 | |
SUNRUN INC COM | COM | 86771W105 | 8,015 | 580,400 | SH | SOLE | 0 | 0 | 0 | 580,400 | |
SVB FINL GROUP COM | COM | 78486Q101 | 48,789 | 194,347 | SH | SOLE | 0 | 0 | 0 | 194,347 | |
TABULA RASA HEALTHCARE INC COM | COM | 873379101 | 12,170 | 250,000 | SH | SOLE | 0 | 0 | 0 | 250,000 | |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 874039100 | 63,409 | 1,091,384 | SH | SOLE | 0 | 0 | 0 | 1,091,384 | |
TAL EDUCATION GROUP SPONSORED ADS | COM | 874080104 | 1,162 | 24,100 | SH | SOLE | 0 | 0 | 0 | 24,100 | |
TELADOC HEALTH INC COM | COM | 87918A105 | 21,176 | 252,939 | SH | SOLE | 0 | 0 | 0 | 252,939 | |
TENCENT MUSIC ENTMT GROUP SPON ADS | COM | 88034P109 | 704 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
TESLA INC COM | COM | 88160R101 | 4,273 | 10,214 | SH | SOLE | 0 | 0 | 0 | 10,214 | |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 115,106 | 354,313 | SH | SOLE | 0 | 0 | 0 | 354,313 | |
TIVITY HEALTH INC COM | COM | 88870R102 | 17,904 | 880,000 | SH | SOLE | 0 | 0 | 0 | 880,000 | |
TJX COS INC NEW COM | COM | 872540109 | 13,307 | 217,936 | SH | SOLE | 0 | 0 | 0 | 217,936 | |
TPI COMPOSITES INC COM | COM | 87266J104 | 40,530 | 2,189,611 | SH | SOLE | 0 | 0 | 0 | 2,189,611 | |
TREX CO INC COM | COM | 89531P105 | 50,896 | 566,269 | SH | SOLE | 0 | 0 | 0 | 566,269 | |
TRUPANION INC COM | COM | 898202106 | 18,730 | 500,000 | SH | SOLE | 0 | 0 | 0 | 500,000 | |
TYLER TECHNOLOGIES INC COM | COM | 902252105 | 12,751 | 42,500 | SH | SOLE | 0 | 0 | 0 | 42,500 | |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 180,694 | 614,646 | SH | SOLE | 0 | 0 | 0 | 614,646 | |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 2,096 | 10,169 | SH | SOLE | 0 | 0 | 0 | 10,169 | |
VAIL RESORTS INC COM | COM | 91879Q109 | 45,568 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
WATSCO INC COM | COM | 942622200 | 28,824 | 160,000 | SH | SOLE | 0 | 0 | 0 | 160,000 | |
VEEVA SYS INC CL A COM | COM | 922475108 | 11,383 | 80,924 | SH | SOLE | 0 | 0 | 0 | 80,924 | |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 3,043 | 65,648 | SH | SOLE | 0 | 0 | 0 | 65,648 | |
WELBILT INC COM | COM | 949090104 | 23,313 | 1,493,494 | SH | SOLE | 0 | 0 | 0 | 1,493,494 | |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 30,151 | 137,708 | SH | SOLE | 0 | 0 | 0 | 137,708 | |
WESTERN ALLIANCE BANCORP COM | COM | 957638109 | 31,350 | 550,000 | SH | SOLE | 0 | 0 | 0 | 550,000 | |
WESTROCK CO COM | COM | 96145D105 | 12,861 | 299,709 | SH | SOLE | 0 | 0 | 0 | 299,709 | |
WILLDAN GROUP INC COM | COM | 96924N100 | 12,015 | 378,081 | SH | SOLE | 0 | 0 | 0 | 378,081 | |
VISTEON CORP COM NEW | COM | 92839U206 | 9,525 | 110,000 | SH | SOLE | 0 | 0 | 0 | 110,000 | |
XYLEM INC COM | COM | 98419M100 | 39,485 | 501,136 | SH | SOLE | 0 | 0 | 0 | 501,136 | |
YANDEX N V SHS CLASS A | COM | N97284108 | 15,953 | 366,809 | SH | SOLE | 0 | 0 | 0 | 366,809 | |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 6,001 | 125,000 | SH | SOLE | 0 | 0 | 0 | 125,000 | |
ZIONS BANCORPORATION N A COM | COM | 989701107 | 13,447 | 259,000 | SH | SOLE | 0 | 0 | 0 | 259,000 | |
ZOGENIX INC COM NEW | COM | 98978L204 | 3,128 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
ZTO EXPRESS CAYMAN INC SPONSORED ADS A | COM | 98980A105 | 2,102 | 90,000 | SH | SOLE | 0 | 0 | 0 | 90,000 | |
AQUAVENTURE HLDGS LTD SHS | COM | G0443N107 | 33,629 | 1,240,000 | SH | SOLE | 0 | 0 | 0 | 1,240,000 | |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 9,889 | 786,120 | SH | SOLE | 0 | 0 | 0 | 786,120 | |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 22,677 | 1,295,857 | SH | SOLE | 0 | 0 | 0 | 1,295,857 | |
EVERSPIN TECHNOLOGIES INC COM | COM | 30041T104 | 3,423 | 650,691 | SH | SOLE | 0 | 0 | 0 | 650,691 | |
GLOBAL WTR RES INC COM | COM | 379463102 | 16,795 | 1,277,150 | SH | SOLE | 0 | 0 | 0 | 1,277,150 | |
INTERCORP FINL SVCS INC SHS | COM | P5626F128 | 17,608 | 426,345 | SH | SOLE | 0 | 0 | 0 | 426,345 | |
SHOTSPOTTER INC COM | COM | 82536T107 | 5,738 | 225,000 | SH | SOLE | 0 | 0 | 0 | 225,000 | |
SUNNOVA ENERGY INTL INC COM | COM | 86745K104 | 33,973 | 3,044,164 | SH | SOLE | 0 | 0 | 0 | 3,044,164 |