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 | 1,535 | 25,000 | SH | SOLE | 0 | 0 | 0 | 25,000 | |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 7,969 | 163,577 | SH | SOLE | 0 | 0 | 0 | 163,577 | |
ABBOTT LABS COM | COM | 002824100 | 87,151 | 1,104,439 | SH | SOLE | 0 | 0 | 0 | 1,104,439 | |
ABBVIE INC COM | COM | 00287Y109 | 58,963 | 773,900 | SH | SOLE | 0 | 0 | 0 | 773,900 | |
ACCENTURE PLC IRELAND SHS CLASS A | COM | G1151C101 | 7,870 | 48,203 | SH | SOLE | 0 | 0 | 0 | 48,203 | |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 50,016 | 840,882 | SH | SOLE | 0 | 0 | 0 | 840,882 | |
ADOBE INC COM | COM | 00724F101 | 18,656 | 58,622 | SH | SOLE | 0 | 0 | 0 | 58,622 | |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 6,790 | 503,000 | SH | SOLE | 0 | 0 | 0 | 503,000 | |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 2,874 | 81,000 | SH | SOLE | 0 | 0 | 0 | 81,000 | |
ALARM COM HLDGS INC COM | COM | 011642105 | 19,066 | 490,000 | SH | SOLE | 0 | 0 | 0 | 490,000 | |
ALBEMARLE CORP COM | COM | 012653101 | 25,292 | 448,682 | SH | SOLE | 0 | 0 | 0 | 448,682 | |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 5,387 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 293,690 | 1,510,128 | SH | SOLE | 0 | 0 | 0 | 1,510,128 | |
ALLAKOS INC COM | COM | 01671P100 | 6,140 | 138,000 | SH | SOLE | 0 | 0 | 0 | 138,000 | |
ALLEGION PLC ORD SHS | COM | G0176J109 | 37,582 | 408,410 | SH | SOLE | 0 | 0 | 0 | 408,410 | |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 60,281 | 51,879 | SH | SOLE | 0 | 0 | 0 | 51,879 | |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 51,430 | 44,229 | SH | SOLE | 0 | 0 | 0 | 44,229 | |
ALTERYX INC COM CL A | COM | 02156B103 | 2,855 | 30,000 | SH | SOLE | 0 | 0 | 0 | 30,000 | |
AMAZON COM INC COM | COM | 023135106 | 114,166 | 58,555 | SH | SOLE | 0 | 0 | 0 | 58,555 | |
AMERESCO INC CL A | COM | 02361E108 | 31,933 | 1,875,115 | SH | SOLE | 0 | 0 | 0 | 1,875,115 | |
AMERICAN EXPRESS CO COM | COM | 025816109 | 14,776 | 172,600 | SH | SOLE | 0 | 0 | 0 | 172,600 | |
AMGEN INC COM | COM | 031162100 | 52,046 | 256,728 | SH | SOLE | 0 | 0 | 0 | 256,728 | |
ANSYS INC COM | COM | 03662Q105 | 13,467 | 57,932 | SH | SOLE | 0 | 0 | 0 | 57,932 | |
APPLE INC COM | COM | 037833100 | 60,904 | 239,508 | SH | SOLE | 0 | 0 | 0 | 239,508 | |
ARENA PHARMACEUTICALS INC COM NEW | COM | 040047607 | 3,570 | 85,000 | SH | SOLE | 0 | 0 | 0 | 85,000 | |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 11,266 | 225,000 | SH | SOLE | 0 | 0 | 0 | 225,000 | |
AUTODESK INC COM | COM | 052769106 | 2,342 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 28,566 | 402,231 | SH | SOLE | 0 | 0 | 0 | 402,231 | |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 11,634 | 85,116 | SH | SOLE | 0 | 0 | 0 | 85,116 | |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 40,402 | 400,850 | SH | SOLE | 0 | 0 | 0 | 400,850 | |
BAXTER INTL INC COM | COM | 071813109 | 82,042 | 1,010,500 | SH | SOLE | 0 | 0 | 0 | 1,010,500 | |
BECTON DICKINSON & CO COM | COM | 075887109 | 28,951 | 126,000 | SH | SOLE | 0 | 0 | 0 | 126,000 | |
BIOGEN INC COM | COM | 09062X103 | 12,457 | 39,372 | SH | SOLE | 0 | 0 | 0 | 39,372 | |
BIOHAVEN PHARMACTL HLDG CO L COM | COM | G11196105 | 8,405 | 247,000 | SH | SOLE | 0 | 0 | 0 | 247,000 | |
BLOOM ENERGY CORP COM CL A | COM | 093712107 | 2,644 | 505,559 | SH | SOLE | 0 | 0 | 0 | 505,559 | |
BOINGO WIRELESS INC COM | COM | 09739C102 | 31,480 | 2,967,000 | SH | SOLE | 0 | 0 | 0 | 2,967,000 | |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 53,704 | 526,509 | SH | SOLE | 0 | 0 | 0 | 526,509 | |
CAVCO INDS INC DEL COM | COM | 149568107 | 20,875 | 144,028 | SH | SOLE | 0 | 0 | 0 | 144,028 | |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 35,436 | 352,460 | SH | SOLE | 0 | 0 | 0 | 352,460 | |
CHURCH & DWIGHT INC COM | COM | 171340102 | 11,106 | 173,042 | SH | SOLE | 0 | 0 | 0 | 173,042 | |
CITRIX SYS INC COM | COM | 177376100 | 32,840 | 232,000 | SH | SOLE | 0 | 0 | 0 | 232,000 | |
COGNEX CORP COM | COM | 192422103 | 9,964 | 236,000 | SH | SOLE | 0 | 0 | 0 | 236,000 | |
COLONY CAP INC NEW CL A COM | COM | 19626G108 | 14,700 | 8,400,000 | SH | SOLE | 0 | 0 | 0 | 8,400,000 | |
COMCAST CORP NEW CL A | COM | 20030N101 | 19,298 | 561,317 | SH | SOLE | 0 | 0 | 0 | 561,317 | |
COOPER COS INC COM NEW | COM | 216648402 | 76,394 | 277,120 | SH | SOLE | 0 | 0 | 0 | 277,120 | |
CREDICORP LTD COM | COM | G2519Y108 | 12,655 | 88,452 | SH | SOLE | 0 | 0 | 0 | 88,452 | |
CREE INC COM | COM | 225447101 | 4,964 | 140,000 | SH | SOLE | 0 | 0 | 0 | 140,000 | |
CRYOPORT INC COM PAR $0.001 | COM | 229050307 | 6,828 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
DAQO NEW ENERGY CORP SPNSRD ADR NEW | ADR | 23703Q203 | 10,613 | 183,231 | SH | SOLE | 0 | 0 | 0 | 183,231 | |
DARLING INGREDIENTS INC COM | COM | 237266101 | 71,793 | 3,745,089 | SH | SOLE | 0 | 0 | 0 | 3,745,089 | |
DEXCOM INC COM | COM | 252131107 | 6,193 | 23,000 | SH | SOLE | 0 | 0 | 0 | 23,000 | |
DIGIMARC CORP NEW COM | COM | 25381B101 | 2,610 | 200,000 | SH | SOLE | 0 | 0 | 0 | 200,000 | |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 16,795 | 173,866 | SH | SOLE | 0 | 0 | 0 | 173,866 | |
EAST WEST BANCORP INC COM | COM | 27579R104 | 63,766 | 2,477,321 | SH | SOLE | 0 | 0 | 0 | 2,477,321 | |
ECOLAB INC COM | COM | 278865100 | 8,040 | 51,594 | SH | SOLE | 0 | 0 | 0 | 51,594 | |
EHEALTH INC COM | COM | 28238P109 | 10,562 | 75,000 | SH | SOLE | 0 | 0 | 0 | 75,000 | |
EVERBRIDGE INC COM | COM | 29978A104 | 13,295 | 125,000 | SH | SOLE | 0 | 0 | 0 | 125,000 | |
EVOQUA WATER TECHNOLOGIES CO COM | COM | 30057T105 | 9,248 | 825,000 | SH | SOLE | 0 | 0 | 0 | 825,000 | |
EXACT SCIENCES CORP COM | COM | 30063P105 | 26,968 | 464,963 | SH | SOLE | 0 | 0 | 0 | 464,963 | |
FAIR ISAAC CORP COM | COM | 303250104 | 52,615 | 171,000 | SH | SOLE | 0 | 0 | 0 | 171,000 | |
FIBROGEN INC COM | COM | 31572Q808 | 2,988 | 86,000 | SH | SOLE | 0 | 0 | 0 | 86,000 | |
FIDELITY NATL INFORMATION SV COM | COM | 31620M106 | 43,689 | 359,167 | SH | SOLE | 0 | 0 | 0 | 359,167 | |
FIRST HORIZON NATL CORP COM | COM | 320517105 | 19,344 | 2,400,000 | SH | SOLE | 0 | 0 | 0 | 2,400,000 | |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 39,709 | 482,609 | SH | SOLE | 0 | 0 | 0 | 482,609 | |
FIRST SOLAR INC COM | COM | 336433107 | 10,974 | 304,334 | SH | SOLE | 0 | 0 | 0 | 304,334 | |
GATES INDUSTRIAL CORPRATIN P ORD SHS | COM | G39108108 | 2,190 | 296,731 | SH | SOLE | 0 | 0 | 0 | 296,731 | |
GLU MOBILE INC COM | COM | 379890106 | 9,435 | 1,500,000 | SH | SOLE | 0 | 0 | 0 | 1,500,000 | |
GRAND CANYON ED INC COM | COM | 38526M106 | 96,226 | 1,261,401 | SH | SOLE | 0 | 0 | 0 | 1,261,401 | |
GRAPHIC PACKAGING HLDG CO COM | COM | 388689101 | 29,646 | 2,430,000 | SH | SOLE | 0 | 0 | 0 | 2,430,000 | |
GUARDANT HEALTH INC COM | COM | 40131M109 | 2,993 | 43,000 | SH | SOLE | 0 | 0 | 0 | 43,000 | |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 16,046 | 786,205 | SH | SOLE | 0 | 0 | 0 | 786,205 | |
HDFC BANK LTD SPONSORED ADS | COM | 40415F101 | 1,598 | 41,560 | SH | SOLE | 0 | 0 | 0 | 41,560 | |
HOME DEPOT INC COM | COM | 437076102 | 54,173 | 290,144 | SH | SOLE | 0 | 0 | 0 | 290,144 | |
IAA INC COM | COM | 449253103 | 12,583 | 420,000 | SH | SOLE | 0 | 0 | 0 | 420,000 | |
IAC INTERACTIVECORP COM | COM | 44919P508 | 10,754 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
INSULET CORP COM | COM | 45784P101 | 6,627 | 40,000 | SH | SOLE | 0 | 0 | 0 | 40,000 | |
INTUIT COM | COM | 461202103 | 19,608 | 85,251 | SH | SOLE | 0 | 0 | 0 | 85,251 | |
IPG PHOTONICS CORP COM | COM | 44980X109 | 16,046 | 145,499 | SH | SOLE | 0 | 0 | 0 | 145,499 | |
ITAU UNIBANCO HLDG S A SPON ADR REP PFD | ADR | 465562106 | 457 | 101,705 | SH | SOLE | 0 | 0 | 0 | 101,705 | |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 43,312 | 1,069,436 | SH | SOLE | 0 | 0 | 0 | 1,069,436 | |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 6,032 | 406,163 | SH | SOLE | 0 | 0 | 0 | 406,163 | |
JOHNSON & JOHNSON COM | COM | 478160104 | 37,366 | 284,951 | SH | SOLE | 0 | 0 | 0 | 284,951 | |
KADANT INC COM | COM | 48282T104 | 54,196 | 726,000 | SH | SOLE | 0 | 0 | 0 | 726,000 | |
KEYSIGHT TECHNOLOGIES INC COM | COM | 49338L103 | 14,770 | 176,500 | SH | SOLE | 0 | 0 | 0 | 176,500 | |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 21,699 | 136,180 | SH | SOLE | 0 | 0 | 0 | 136,180 | |
LCI INDS COM | COM | 50189K103 | 16,985 | 254,147 | SH | SOLE | 0 | 0 | 0 | 254,147 | |
LILLY ELI & CO COM | COM | 532457108 | 112,151 | 808,472 | SH | SOLE | 0 | 0 | 0 | 808,472 | |
LOOP INDS INC COM | COM | 543518104 | 4,673 | 641,027 | SH | SOLE | 0 | 0 | 0 | 641,027 | |
MASIMO CORP COM | COM | 574795100 | 27,188 | 153,500 | SH | SOLE | 0 | 0 | 0 | 153,500 | |
MASTEC INC COM | COM | 576323109 | 32,272 | 986,000 | SH | SOLE | 0 | 0 | 0 | 986,000 | |
MASTERCARD INC CL A | COM | 57636Q104 | 94,289 | 390,333 | SH | SOLE | 0 | 0 | 0 | 390,333 | |
MAXIMUS INC COM | COM | 577933104 | 27,354 | 470,000 | SH | SOLE | 0 | 0 | 0 | 470,000 | |
MERCK & CO. INC COM | COM | 58933Y105 | 9,352 | 121,549 | SH | SOLE | 0 | 0 | 0 | 121,549 | |
MICROSOFT CORP COM | COM | 594918104 | 176,027 | 1,116,146 | SH | SOLE | 0 | 0 | 0 | 1,116,146 | |
MIRATI THERAPEUTICS INC COM | COM | 60468T105 | 2,883 | 37,500 | SH | SOLE | 0 | 0 | 0 | 37,500 | |
MOMO INC ADR | ADR | 60879B107 | 14,716 | 678,491 | SH | SOLE | 0 | 0 | 0 | 678,491 | |
MSA SAFETY INC COM | COM | 553498106 | 18,105 | 178,900 | SH | SOLE | 0 | 0 | 0 | 178,900 | |
MUELLER WTR PRODS INC COM SER A | COM | 624758108 | 9,612 | 1,200,000 | SH | SOLE | 0 | 0 | 0 | 1,200,000 | |
MYOKARDIA INC COM | COM | 62857M105 | 2,485 | 53,000 | SH | SOLE | 0 | 0 | 0 | 53,000 | |
NAPCO SEC TECHNOLOGIES INC COM | COM | 630402105 | 5,916 | 390,000 | SH | SOLE | 0 | 0 | 0 | 390,000 | |
NASDAQ INC COM | COM | 631103108 | 56,680 | 596,951 | SH | SOLE | 0 | 0 | 0 | 596,951 | |
NATIONAL BK HLDGS CORP CL A | COM | 633707104 | 14,818 | 620,000 | SH | SOLE | 0 | 0 | 0 | 620,000 | |
NETEASE INC SPONSORED ADS | COM | 64110W102 | 54,937 | 171,164 | SH | SOLE | 0 | 0 | 0 | 171,164 | |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 17,656 | 204,000 | SH | SOLE | 0 | 0 | 0 | 204,000 | |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 27,896 | 257,726 | SH | SOLE | 0 | 0 | 0 | 257,726 | |
NEXTERA ENERGY INC COM | COM | 65339F101 | 20,200 | 83,950 | SH | SOLE | 0 | 0 | 0 | 83,950 | |
NIKE INC CL B | COM | 654106103 | 19,278 | 233,000 | SH | SOLE | 0 | 0 | 0 | 233,000 | |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 56,533 | 3,369,057 | SH | SOLE | 0 | 0 | 0 | 3,369,057 | |
NVIDIA CORP COM | COM | 67066G104 | 57,915 | 219,706 | SH | SOLE | 0 | 0 | 0 | 219,706 | |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 8,529 | 126,060 | SH | SOLE | 0 | 0 | 0 | 126,060 | |
PARK CITY GROUP INC COM NEW | COM | 700215304 | 5,930 | 1,560,600 | SH | SOLE | 0 | 0 | 0 | 1,560,600 | |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 52,014 | 543,280 | SH | SOLE | 0 | 0 | 0 | 543,280 | |
PLANET FITNESS INC CL A | COM | 72703H101 | 11,896 | 244,280 | SH | SOLE | 0 | 0 | 0 | 244,280 | |
PLURALSIGHT INC COM CL A | COM | 72941B106 | 4,612 | 420,000 | SH | SOLE | 0 | 0 | 0 | 420,000 | |
POOL CORPORATION COM | COM | 73278L105 | 101,181 | 514,209 | SH | SOLE | 0 | 0 | 0 | 514,209 | |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 38,548 | 522,052 | SH | SOLE | 0 | 0 | 0 | 522,052 | |
PROOFPOINT INC COM | COM | 743424103 | 13,850 | 135,000 | SH | SOLE | 0 | 0 | 0 | 135,000 | |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 32,328 | 670,000 | SH | SOLE | 0 | 0 | 0 | 670,000 | |
PTC THERAPEUTICS INC COM | COM | 69366J200 | 14,364 | 322,000 | SH | SOLE | 0 | 0 | 0 | 322,000 | |
QUALCOMM INC COM | COM | 747525103 | 17,251 | 255,000 | SH | SOLE | 0 | 0 | 0 | 255,000 | |
REATA PHARMACEUTICALS INC CL A | COM | 75615P103 | 2,021 | 14,000 | SH | SOLE | 0 | 0 | 0 | 14,000 | |
REDFIN CORP COM | COM | 75737F108 | 7,324 | 475,000 | SH | SOLE | 0 | 0 | 0 | 475,000 | |
REEDS INC COM | COM | 758338107 | 1,615 | 3,400,000 | SH | SOLE | 0 | 0 | 0 | 3,400,000 | |
REGENERON PHARMACEUTICALS COM | COM | 75886F107 | 4,883 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
RENEWABLE ENERGY GROUP INC COM NEW | COM | 75972A301 | 12,357 | 601,916 | SH | SOLE | 0 | 0 | 0 | 601,916 | |
ROLLINS INC COM | COM | 775711104 | 12,649 | 350,000 | SH | SOLE | 0 | 0 | 0 | 350,000 | |
SALESFORCE COM INC COM | COM | 79466L302 | 18,458 | 128,200 | SH | SOLE | 0 | 0 | 0 | 128,200 | |
SAREPTA THERAPEUTICS INC COM | COM | 803607100 | 3,081 | 31,500 | SH | SOLE | 0 | 0 | 0 | 31,500 | |
SERVICE CORP INTL COM | COM | 817565104 | 111,372 | 2,847,665 | SH | SOLE | 0 | 0 | 0 | 2,847,665 | |
SMITH A O CORP COM | COM | 831865209 | 6,750 | 178,513 | SH | SOLE | 0 | 0 | 0 | 178,513 | |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 16,416 | 200,491 | SH | SOLE | 0 | 0 | 0 | 200,491 | |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 17,626 | 580,000 | SH | SOLE | 0 | 0 | 0 | 580,000 | |
STARBUCKS CORP COM | COM | 855244109 | 7,054 | 107,300 | SH | SOLE | 0 | 0 | 0 | 107,300 | |
STRATEGIC ED INC COM | COM | 86272C103 | 16,771 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
SUNRUN INC COM | COM | 86771W105 | 10,177 | 1,007,607 | SH | SOLE | 0 | 0 | 0 | 1,007,607 | |
SVB FINANCIAL GROUP COM | COM | 78486Q101 | 27,458 | 181,747 | SH | SOLE | 0 | 0 | 0 | 181,747 | |
TABULA RASA HEALTHCARE INC COM | COM | 873379101 | 9,674 | 185,000 | SH | SOLE | 0 | 0 | 0 | 185,000 | |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 874039100 | 56,493 | 1,182,102 | SH | SOLE | 0 | 0 | 0 | 1,182,102 | |
TAL EDUCATION GROUP SPONSORED ADS | COM | 874080104 | 7,675 | 144,100 | SH | SOLE | 0 | 0 | 0 | 144,100 | |
TE CONNECTIVITY LTD REG SHS | COM | H84989104 | 5,376 | 85,361 | SH | SOLE | 0 | 0 | 0 | 85,361 | |
TELADOC HEALTH INC COM | COM | 87918A105 | 23,252 | 150,000 | SH | SOLE | 0 | 0 | 0 | 150,000 | |
TENCENT MUSIC ENTMT GROUP SPON ADS | COM | 88034P109 | 604 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
TERADYNE INC COM | COM | 880770102 | 12,983 | 239,678 | SH | SOLE | 0 | 0 | 0 | 239,678 | |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 95,359 | 336,243 | SH | SOLE | 0 | 0 | 0 | 336,243 | |
TJX COS INC NEW COM | COM | 872540109 | 8,491 | 177,595 | SH | SOLE | 0 | 0 | 0 | 177,595 | |
TPI COMPOSITES INC COM | COM | 87266J104 | 22,334 | 1,511,092 | SH | SOLE | 0 | 0 | 0 | 1,511,092 | |
TREX CO INC COM | COM | 89531P105 | 46,062 | 574,769 | SH | SOLE | 0 | 0 | 0 | 574,769 | |
TRUPANION INC COM | COM | 898202106 | 12,364 | 475,000 | SH | SOLE | 0 | 0 | 0 | 475,000 | |
TYLER TECHNOLOGIES INC COM | COM | 902252105 | 10,380 | 35,000 | SH | SOLE | 0 | 0 | 0 | 35,000 | |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 153,205 | 614,344 | SH | SOLE | 0 | 0 | 0 | 614,344 | |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 1,628 | 12,354 | SH | SOLE | 0 | 0 | 0 | 12,354 | |
VAIL RESORTS INC COM | COM | 91879Q109 | 10,340 | 70,000 | SH | SOLE | 0 | 0 | 0 | 70,000 | |
WATSCO INC COM | COM | 942622200 | 16,988 | 107,500 | SH | SOLE | 0 | 0 | 0 | 107,500 | |
VEEVA SYS INC CL A COM | COM | 922475108 | 14,460 | 92,474 | SH | SOLE | 0 | 0 | 0 | 92,474 | |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 2,074 | 62,648 | SH | SOLE | 0 | 0 | 0 | 62,648 | |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 30,388 | 127,708 | SH | SOLE | 0 | 0 | 0 | 127,708 | |
WESTERN ALLIANCE BANCORP COM | COM | 957638109 | 13,774 | 450,000 | SH | SOLE | 0 | 0 | 0 | 450,000 | |
WILLDAN GROUP INC COM | COM | 96924N100 | 18,720 | 876,015 | SH | SOLE | 0 | 0 | 0 | 876,015 | |
VISTEON CORP COM NEW | COM | 92839U206 | 7,197 | 150,000 | SH | SOLE | 0 | 0 | 0 | 150,000 | |
XYLEM INC COM | COM | 98419M100 | 30,197 | 463,636 | SH | SOLE | 0 | 0 | 0 | 463,636 | |
YANDEX N V SHS CLASS A | COM | N97284108 | 13,545 | 397,809 | SH | SOLE | 0 | 0 | 0 | 397,809 | |
YUM CHINA HLDGS INC COM | COM | 98850P109 | 3,197 | 75,000 | SH | SOLE | 0 | 0 | 0 | 75,000 | |
ZIONS BANCORPORATION N A COM | COM | 989701107 | 10,463 | 391,000 | SH | SOLE | 0 | 0 | 0 | 391,000 | |
ZTO EXPRESS CAYMAN INC SPONSORED ADS A | COM | 98980A105 | 2,133 | 80,551 | SH | SOLE | 0 | 0 | 0 | 80,551 | |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 12,034 | 786,554 | SH | SOLE | 0 | 0 | 0 | 786,554 | |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 15,683 | 1,271,929 | SH | SOLE | 0 | 0 | 0 | 1,271,929 | |
EVERSPIN TECHNOLOGIES INC COM | COM | 30041T104 | 1,767 | 674,447 | SH | SOLE | 0 | 0 | 0 | 674,447 | |
GLOBAL WTR RES INC COM | COM | 379463102 | 14,979 | 1,470,000 | SH | SOLE | 0 | 0 | 0 | 1,470,000 | |
INTERCORP FINL SVCS INC SHS | COM | P5626F128 | 11,818 | 426,345 | SH | SOLE | 0 | 0 | 0 | 426,345 | |
SHOTSPOTTER INC COM | COM | 82536T107 | 6,046 | 220,000 | SH | SOLE | 0 | 0 | 0 | 220,000 | |
SUNNOVA ENERGY INTL INC COM | COM | 86745K104 | 28,420 | 2,822,245 | SH | SOLE | 0 | 0 | 0 | 2,822,245 |