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 |
ALLEGION PUB LTD CO ORD SHS | COM | G0176J109 | 57,935 | 670,000 | SH | SOLE | 0 | 0 | 0 | 670,000 | |
AMBARELLA INC SHS | COM | G037AX101 | 3,921 | 80,000 | SH | SOLE | 0 | 0 | 0 | 80,000 | |
ACCENTURE PLC IRELAND SHS CLASS A | COM | G1151C101 | 675 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | |
CREDICORP LTD COM | COM | G2519Y108 | 15,069 | 73,500 | SH | SOLE | 0 | 0 | 0 | 73,500 | |
DELPHI AUTOMOTIVE PLC SHS | COM | G27823106 | 7,872 | 80,000 | SH | SOLE | 0 | 0 | 0 | 80,000 | |
LUXOFT HLDG INC ORD SHS CL A | COM | G57279104 | 16,682 | 349,000 | SH | SOLE | 0 | 0 | 0 | 349,000 | |
NIELSEN HLDGS PLC SHS EUR | COM | G6518L108 | 4,145 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
PROTHENA CORP PLC SHS | COM | G72800108 | 1,619 | 25,000 | SH | SOLE | 0 | 0 | 0 | 25,000 | |
SINA CORP ORD | COM | G81477104 | 8,083 | 70,500 | SH | SOLE | 0 | 0 | 0 | 70,500 | |
GARMIN LTD SHS | COM | H2906T109 | 302 | 5,600 | SH | SOLE | 0 | 0 | 0 | 5,600 | |
TE CONNECTIVITY LTD REG SHS | COM | H84989104 | 249 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
CHECK POINT SOFTWARE TECH LT ORD | COM | M22465104 | 69,085 | 605,900 | SH | SOLE | 0 | 0 | 0 | 605,900 | |
FOAMIX PHARMACEUTICALS LTD SHS | COM | M46135105 | 944 | 170,000 | SH | SOLE | 0 | 0 | 0 | 170,000 | |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 18,860 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
LYONDELLBASELL INDUSTRIES N SHS - A - | COM | N53745100 | 297 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
YANDEX N V SHS CLASS A | COM | N97284108 | 23,889 | 725,000 | SH | SOLE | 0 | 0 | 0 | 725,000 | |
AZURE PWR GLOBAL LTD SHS | COM | V0393H103 | 2,016 | 126,814 | SH | SOLE | 0 | 0 | 0 | 126,814 | |
ROYAL CARIBBEAN CRUISES LTD COM | COM | V7780T103 | 57,610 | 486,000 | SH | SOLE | 0 | 0 | 0 | 486,000 | |
ABBVIE INC COM | COM | 00287Y109 | 66,542 | 748,841 | SH | SOLE | 0 | 0 | 0 | 748,841 | |
ABIOMED INC COM | COM | 003654100 | 3,372 | 20,000 | SH | SOLE | 0 | 0 | 0 | 20,000 | |
ACADIA PHARMACEUTICALS INC COM | COM | 004225108 | 7,157 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 45,092 | 699,000 | SH | SOLE | 0 | 0 | 0 | 699,000 | |
ACUITY BRANDS INC COM | COM | 00508Y102 | 9,235 | 53,916 | SH | SOLE | 0 | 0 | 0 | 53,916 | |
ADOBE SYS INC COM | COM | 00724F101 | 16,410 | 110,000 | SH | SOLE | 0 | 0 | 0 | 110,000 | |
AERIE PHARMACEUTICALS INC COM | COM | 00771V108 | 6,318 | 130,000 | SH | SOLE | 0 | 0 | 0 | 130,000 | |
AETNA INC NEW COM | COM | 00817Y108 | 5,523 | 34,732 | SH | SOLE | 0 | 0 | 0 | 34,732 | |
AFFILIATED MANAGERS GROUP COM | COM | 008252108 | 9,492 | 50,000 | SH | SOLE | 0 | 0 | 0 | 50,000 | |
AGIOS PHARMACEUTICALS INC COM | COM | 00847X104 | 6,508 | 97,500 | SH | SOLE | 0 | 0 | 0 | 97,500 | |
ALBEMARLE CORP COM | COM | 012653101 | 44,503 | 326,486 | SH | SOLE | 0 | 0 | 0 | 326,486 | |
ALEXION PHARMACEUTICALS INC COM | COM | 015351109 | 6,650 | 47,400 | SH | SOLE | 0 | 0 | 0 | 47,400 | |
ALIBABA GROUP HLDG LTD SPONSORED ADS | COM | 01609W102 | 241,134 | 1,396,180 | SH | SOLE | 0 | 0 | 0 | 1,396,180 | |
ALLIANCE DATA SYSTEMS CORP COM | COM | 018581108 | 17,059 | 77,000 | SH | SOLE | 0 | 0 | 0 | 77,000 | |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 41,922 | 43,709 | SH | SOLE | 0 | 0 | 0 | 43,709 | |
ALPHABET INC CAP STK CL A | COM | 02079K305 | 41,870 | 43,000 | SH | SOLE | 0 | 0 | 0 | 43,000 | |
AMAZON COM INC COM | COM | 023135106 | 33,647 | 35,000 | SH | SOLE | 0 | 0 | 0 | 35,000 | |
AMERICAN EXPRESS CO COM | COM | 025816109 | 17,187 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
AMGEN INC COM | COM | 031162100 | 4,277 | 22,940 | SH | SOLE | 0 | 0 | 0 | 22,940 | |
AMPLIFY SNACK BRANDS COM | COM | 03211L102 | 4,608 | 650,000 | SH | SOLE | 0 | 0 | 0 | 650,000 | |
ANSYS INC COM | COM | 03662Q105 | 20,840 | 169,800 | SH | SOLE | 0 | 0 | 0 | 169,800 | |
APPLE INC COM | COM | 037833100 | 91,054 | 590,800 | SH | SOLE | 0 | 0 | 0 | 590,800 | |
APPLIED MATLS INC COM | COM | 038222105 | 469 | 9,000 | SH | SOLE | 0 | 0 | 0 | 9,000 | |
ARRAY BIOPHARMA INC COM | COM | 04269X105 | 6,986 | 568,000 | SH | SOLE | 0 | 0 | 0 | 568,000 | |
ASHLAND GLOBAL HLDGS INC COM | COM | 044186104 | 3,270 | 50,000 | SH | SOLE | 0 | 0 | 0 | 50,000 | |
AUTOHOME INC SP ADR RP CL A | ADR | 05278C107 | 12,797 | 213,000 | SH | SOLE | 0 | 0 | 0 | 213,000 | |
AUTOMATIC DATA PROCESSING IN COM | COM | 053015103 | 13,135 | 120,150 | SH | SOLE | 0 | 0 | 0 | 120,150 | |
AVERY DENNISON CORP COM | COM | 053611109 | 236 | 2,400 | SH | SOLE | 0 | 0 | 0 | 2,400 | |
BAIDU INC SPON ADR REP A | ADR | 056752108 | 55,362 | 223,515 | SH | SOLE | 0 | 0 | 0 | 223,515 | |
BALL CORP COM | COM | 058498106 | 28,910 | 700,000 | SH | SOLE | 0 | 0 | 0 | 700,000 | |
BANK OF THE OZARKS COM | COM | 063904106 | 38,680 | 805,000 | SH | SOLE | 0 | 0 | 0 | 805,000 | |
BAXTER INTL INC COM | COM | 071813109 | 6,526 | 104,000 | SH | SOLE | 0 | 0 | 0 | 104,000 | |
BIG LOTS INC COM | COM | 089302103 | 321 | 6,000 | SH | SOLE | 0 | 0 | 0 | 6,000 | |
BITAUTO HLDGS LTD SPONSORED ADS | COM | 091727107 | 1,162 | 26,000 | SH | SOLE | 0 | 0 | 0 | 26,000 | |
BRIGHT HORIZONS FAM SOL IN D COM | COM | 109194100 | 77,520 | 899,200 | SH | SOLE | 0 | 0 | 0 | 899,200 | |
BRISTOL MYERS SQUIBB CO COM | COM | 110122108 | 6,920 | 108,560 | SH | SOLE | 0 | 0 | 0 | 108,560 | |
CBS CORP NEW CL B | COM | 124857202 | 11,020 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
CA INC COM | COM | 12673P105 | 467 | 14,000 | SH | SOLE | 0 | 0 | 0 | 14,000 | |
CAPELLA EDUCATION COMPANY COM | COM | 139594105 | 8,418 | 120,000 | SH | SOLE | 0 | 0 | 0 | 120,000 | |
CASCADIAN THERAPEUTICS INC COM NEW | COM | 14740B606 | 344 | 84,000 | SH | SOLE | 0 | 0 | 0 | 84,000 | |
CATERPILLAR INC DEL COM | COM | 149123101 | 655 | 5,250 | SH | SOLE | 0 | 0 | 0 | 5,250 | |
CAVCO INDS INC DEL COM | COM | 149568107 | 12,542 | 85,000 | SH | SOLE | 0 | 0 | 0 | 85,000 | |
CELGENE CORP COM | COM | 151020104 | 73,340 | 502,949 | SH | SOLE | 0 | 0 | 0 | 502,949 | |
CENTENE CORP DEL COM | COM | 15135B101 | 17,225 | 178,000 | SH | SOLE | 0 | 0 | 0 | 178,000 | |
CHILDRENS PL INC COM | COM | 168905107 | 236 | 2,000 | SH | SOLE | 0 | 0 | 0 | 2,000 | |
CHINA LODGING GROUP LTD SPONSORED ADR | ADR | 16949N109 | 713 | 6,000 | SH | SOLE | 0 | 0 | 0 | 6,000 | |
CHURCH & DWIGHT INC COM | COM | 171340102 | 11,957 | 246,800 | SH | SOLE | 0 | 0 | 0 | 246,800 | |
CINEMARK HOLDINGS INC COM | COM | 17243V102 | 7,242 | 200,000 | SH | SOLE | 0 | 0 | 0 | 200,000 | |
CISCO SYS INC COM | COM | 17275R102 | 17,488 | 520,000 | SH | SOLE | 0 | 0 | 0 | 520,000 | |
COGNEX CORP COM | COM | 192422103 | 31,430 | 285,000 | SH | SOLE | 0 | 0 | 0 | 285,000 | |
COHERUS BIOSCIENCES INC COM | COM | 19249H103 | 934 | 70,000 | SH | SOLE | 0 | 0 | 0 | 70,000 | |
COMCAST CORP NEW CL A | COM | 20030N101 | 23,103 | 600,400 | SH | SOLE | 0 | 0 | 0 | 600,400 | |
COOPER COS INC COM NEW | COM | 216648402 | 71,228 | 300,400 | SH | SOLE | 0 | 0 | 0 | 300,400 | |
CTRIP COM INTL LTD AMERICAN DEP SHS | COM | 22943F100 | 2,004 | 38,000 | SH | SOLE | 0 | 0 | 0 | 38,000 | |
CURTISS WRIGHT CORP COM | COM | 231561101 | 314 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
DANA INCORPORATED COM | COM | 235825205 | 419 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
DISNEY WALT CO COM DISNEY | COM | 254687106 | 39,822 | 404,000 | SH | SOLE | 0 | 0 | 0 | 404,000 | |
DOLLAR GEN CORP NEW COM | COM | 256677105 | 567 | 7,000 | SH | SOLE | 0 | 0 | 0 | 7,000 | |
DOVER CORP COM | COM | 260003108 | 420 | 4,600 | SH | SOLE | 0 | 0 | 0 | 4,600 | |
DOWDUPONT INC COM ADDED | COM | 26078J100 | 18,692 | 270,000 | SH | SOLE | 0 | 0 | 0 | 270,000 | |
EAST WEST BANCORP INC COM | COM | 27579R104 | 124,917 | 2,089,611 | SH | SOLE | 0 | 0 | 0 | 2,089,611 | |
EATON VANCE CORP COM NON VTG | COM | 278265103 | 19,748 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
ECOLAB INC COM | COM | 278865100 | 10,289 | 80,000 | SH | SOLE | 0 | 0 | 0 | 80,000 | |
ELECTRONIC ARTS INC COM | COM | 285512109 | 7,674 | 65,000 | SH | SOLE | 0 | 0 | 0 | 65,000 | |
EMBOTELLADORA ANDINA S A SPON ADR B | ADR | 29081P303 | 40,926 | 1,486,066 | SH | SOLE | 0 | 0 | 0 | 1,486,066 | |
EVOLENT HEALTH INC CL A | COM | 30050B101 | 4,361 | 245,000 | SH | SOLE | 0 | 0 | 0 | 245,000 | |
EXACT SCIENCES CORP COM | COM | 30063P105 | 7,681 | 163,000 | SH | SOLE | 0 | 0 | 0 | 163,000 | |
EXELIXIS INC COM | COM | 30161Q104 | 7,972 | 329,000 | SH | SOLE | 0 | 0 | 0 | 329,000 | |
EXPEDIA INC DEL COM NEW | COM | 30212P303 | 6,477 | 45,000 | SH | SOLE | 0 | 0 | 0 | 45,000 | |
FACEBOOK INC CL A | COM | 30303M102 | 84,581 | 495,000 | SH | SOLE | 0 | 0 | 0 | 495,000 | |
FAIR ISAAC CORP COM | COM | 303250104 | 33,018 | 235,000 | SH | SOLE | 0 | 0 | 0 | 235,000 | |
FEDEX CORP COM | COM | 31428X106 | 541 | 2,400 | SH | SOLE | 0 | 0 | 0 | 2,400 | |
FIBROGEN INC COM | COM | 31572Q808 | 10,706 | 199,000 | SH | SOLE | 0 | 0 | 0 | 199,000 | |
58 COM INC SPON ADR REP A | ADR | 31680Q104 | 2,002 | 31,700 | SH | SOLE | 0 | 0 | 0 | 31,700 | |
51JOB INC SP ADR REP COM | ADR | 316827104 | 24,002 | 396,000 | SH | SOLE | 0 | 0 | 0 | 396,000 | |
FIRST REP BK SAN FRANCISCO C COM | COM | 33616C100 | 81,618 | 781,336 | SH | SOLE | 0 | 0 | 0 | 781,336 | |
FIRST SOLAR INC COM | COM | 336433107 | 4,665 | 101,679 | SH | SOLE | 0 | 0 | 0 | 101,679 | |
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS | ADR | 344419106 | 5,906 | 61,820 | SH | SOLE | 0 | 0 | 0 | 61,820 | |
GILEAD SCIENCES INC COM | COM | 375558103 | 16,274 | 200,870 | SH | SOLE | 0 | 0 | 0 | 200,870 | |
GLAUKOS CORP COM | COM | 377322102 | 5,313 | 161,000 | SH | SOLE | 0 | 0 | 0 | 161,000 | |
GLOBAL WTR RES INC COM | COM | 379463102 | 2,236 | 237,392 | SH | SOLE | 0 | 0 | 0 | 237,392 | |
GRAND CANYON ED INC COM | COM | 38526M106 | 103,561 | 1,140,290 | SH | SOLE | 0 | 0 | 0 | 1,140,290 | |
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B | ADR | 399909100 | 3,582 | 69,500 | SH | SOLE | 0 | 0 | 0 | 69,500 | |
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B | ADR | 40051E202 | 65,272 | 342,059 | SH | SOLE | 0 | 0 | 0 | 342,059 | |
HDFC BANK LTD ADR REPS 3 SHS | ADR | 40415F101 | 4,337 | 45,000 | SH | SOLE | 0 | 0 | 0 | 45,000 | |
HANNON ARMSTRONG SUST INFR C COM | COM | 41068X100 | 5,731 | 235,165 | SH | SOLE | 0 | 0 | 0 | 235,165 | |
HOME DEPOT INC COM | COM | 437076102 | 57,312 | 350,404 | SH | SOLE | 0 | 0 | 0 | 350,404 | |
IAC INTERACTIVECORP COM | COM | 44919P508 | 67,256 | 572,000 | SH | SOLE | 0 | 0 | 0 | 572,000 | |
IPG PHOTONICS CORP COM | COM | 44980X109 | 76,993 | 416,042 | SH | SOLE | 0 | 0 | 0 | 416,042 | |
IGNYTA INC COM | COM | 451731103 | 1,235 | 100,000 | SH | SOLE | 0 | 0 | 0 | 100,000 | |
IMAX CORP COM | COM | 45245E109 | 9,060 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
INTEL CORP COM | COM | 458140100 | 1,066 | 28,000 | SH | SOLE | 0 | 0 | 0 | 28,000 | |
INTERCONTINENTAL EXCHANGE IN COM | COM | 45866F104 | 14,084 | 205,000 | SH | SOLE | 0 | 0 | 0 | 205,000 | |
INTUIT COM | COM | 461202103 | 19,310 | 135,850 | SH | SOLE | 0 | 0 | 0 | 135,850 | |
ISHARES INC MSCI BRZ CAP ETF | COM | 464286400 | 7,046 | 169,000 | SH | SOLE | 0 | 0 | 0 | 169,000 | |
ISHARES TR US REGNL BKS ETF | COM | 464288778 | 708 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
ISHARES BRAZIL SM-CP ETF | COM | 464289131 | 2,734 | 161,500 | SH | SOLE | 0 | 0 | 0 | 161,500 | |
ITAU UNIBANCO HLDG SA SPON ADR REP PFD | ADR | 465562106 | 6,509 | 475,142 | SH | SOLE | 0 | 0 | 0 | 475,142 | |
JABIL INC COM | COM | 466313103 | 228 | 8,000 | SH | SOLE | 0 | 0 | 0 | 8,000 | |
JD COM INC SPON ADR CL A | ADR | 47215P106 | 8,480 | 222,000 | SH | SOLE | 0 | 0 | 0 | 222,000 | |
JINKOSOLAR HLDG CO LTD SPONSORED ADR | ADR | 47759T100 | 2,883 | 115,543 | SH | SOLE | 0 | 0 | 0 | 115,543 | |
JOHNSON & JOHNSON COM | COM | 478160104 | 76,072 | 585,126 | SH | SOLE | 0 | 0 | 0 | 585,126 | |
KAR AUCTION SVCS INC COM | COM | 48238T109 | 9,882 | 207,000 | SH | SOLE | 0 | 0 | 0 | 207,000 | |
KADANT INC COM | COM | 48282T104 | 32,522 | 330,000 | SH | SOLE | 0 | 0 | 0 | 330,000 | |
KAISER ALUMINUM CORP COM PAR $0.01 | COM | 483007704 | 309 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
LCI INDS COM | COM | 50189K103 | 31,280 | 270,000 | SH | SOLE | 0 | 0 | 0 | 270,000 | |
LAS VEGAS SANDS CORP COM | COM | 517834107 | 7,828 | 122,000 | SH | SOLE | 0 | 0 | 0 | 122,000 | |
LAUDER ESTEE COS INC CL A | COM | 518439104 | 17,945 | 166,400 | SH | SOLE | 0 | 0 | 0 | 166,400 | |
LEAR CORP COM NEW | COM | 521865204 | 519 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
LILLY ELI & CO COM | COM | 532457108 | 25,742 | 300,940 | SH | SOLE | 0 | 0 | 0 | 300,940 | |
MASTEC INC COM | COM | 576323109 | 7,888 | 170,000 | SH | SOLE | 0 | 0 | 0 | 170,000 | |
MASTERCARD INCORPORATED CL A | COM | 57636Q104 | 78,634 | 556,900 | SH | SOLE | 0 | 0 | 0 | 556,900 | |
MAXIMUS INC COM | COM | 577933104 | 12,255 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
MELCO RESORT ENTERTAINMENT L ADR | ADR | 585464100 | 3,739 | 155,000 | SH | SOLE | 0 | 0 | 0 | 155,000 | |
MERCK & CO INC COM | COM | 58933Y105 | 5,443 | 85,000 | SH | SOLE | 0 | 0 | 0 | 85,000 | |
MICROSOFT CORP COM | COM | 594918104 | 24,582 | 330,000 | SH | SOLE | 0 | 0 | 0 | 330,000 | |
MICROCHIP TECHNOLOGY INC COM | COM | 595017104 | 8,655 | 96,400 | SH | SOLE | 0 | 0 | 0 | 96,400 | |
MIDDLEBY CORP COM | COM | 596278101 | 52,037 | 406,000 | SH | SOLE | 0 | 0 | 0 | 406,000 | |
MINERVA NEUROSCIENCES INC COM | COM | 603380106 | 722 | 95,000 | SH | SOLE | 0 | 0 | 0 | 95,000 | |
MOMO INC ADR | ADR | 60879B107 | 8,775 | 280,000 | SH | SOLE | 0 | 0 | 0 | 280,000 | |
MONDELEZ INTL INC CL A | COM | 609207105 | 285 | 7,000 | SH | SOLE | 0 | 0 | 0 | 7,000 | |
MOODYS CORP COM | COM | 615369105 | 348 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | |
MOTOROLA SOLUTIONS INC COM NEW | COM | 620076307 | 424 | 5,000 | SH | SOLE | 0 | 0 | 0 | 5,000 | |
MYOKARDIA INC COM | COM | 62857M105 | 643 | 15,000 | SH | SOLE | 0 | 0 | 0 | 15,000 | |
NASDAQ INC COM | COM | 631103108 | 50,048 | 645,200 | SH | SOLE | 0 | 0 | 0 | 645,200 | |
NETEASE INC SPONSORED ADR | ADR | 64110W102 | 105,872 | 401,319 | SH | SOLE | 0 | 0 | 0 | 401,319 | |
NEUROCRINE BIOSCIENCES INC COM | COM | 64125C109 | 9,069 | 148,000 | SH | SOLE | 0 | 0 | 0 | 148,000 | |
NEW ORIENTAL ED & TECH GRP I SPON ADR | ADR | 647581107 | 19,241 | 218,000 | SH | SOLE | 0 | 0 | 0 | 218,000 | |
NIKE INC CL B | COM | 654106103 | 15,674 | 302,300 | SH | SOLE | 0 | 0 | 0 | 302,300 | |
NUANCE COMMUNICATIONS INC COM | COM | 67020Y100 | 18,864 | 1,200,000 | SH | SOLE | 0 | 0 | 0 | 1,200,000 | |
NVIDIA CORP COM | COM | 67066G104 | 33,966 | 190,000 | SH | SOLE | 0 | 0 | 0 | 190,000 | |
OBALON THERAPEUTICS INC COM | COM | 67424L100 | 572 | 60,000 | SH | SOLE | 0 | 0 | 0 | 60,000 | |
ORMAT TECHNOLOGIES INC COM | COM | 686688102 | 5,397 | 88,406 | SH | SOLE | 0 | 0 | 0 | 88,406 | |
PAYPAL HLDGS INC COM | COM | 70450Y103 | 42,503 | 663,800 | SH | SOLE | 0 | 0 | 0 | 663,800 | |
PFIZER INC COM | COM | 717081103 | 3,271 | 91,630 | SH | SOLE | 0 | 0 | 0 | 91,630 | |
POOL CORPORATION COM | COM | 73278L105 | 61,657 | 570,000 | SH | SOLE | 0 | 0 | 0 | 570,000 | |
PRAXAIR INC COM | COM | 74005P104 | 1,981 | 14,173 | SH | SOLE | 0 | 0 | 0 | 14,173 | |
PRICELINE GRP INC COM NEW | COM | 741503403 | 41,669 | 22,760 | SH | SOLE | 0 | 0 | 0 | 22,760 | |
PROGRESSIVE CORP OHIO COM | COM | 743315103 | 44,964 | 928,617 | SH | SOLE | 0 | 0 | 0 | 928,617 | |
PROOFPOINT INC COM | COM | 743424103 | 6,542 | 75,000 | SH | SOLE | 0 | 0 | 0 | 75,000 | |
PROSPERITY BANCSHARES INC COM | COM | 743606105 | 29,578 | 450,000 | SH | SOLE | 0 | 0 | 0 | 450,000 | |
PROTO LABS INC COM | COM | 743713109 | 38,226 | 476,036 | SH | SOLE | 0 | 0 | 0 | 476,036 | |
RALPH LAUREN CORP CL A | COM | 751212101 | 309 | 3,500 | SH | SOLE | 0 | 0 | 0 | 3,500 | |
ROCKWELL AUTOMATION INC COM | COM | 773903109 | 20,031 | 112,400 | SH | SOLE | 0 | 0 | 0 | 112,400 | |
ROLLINS INC COM | COM | 775711104 | 20,302 | 440,000 | SH | SOLE | 0 | 0 | 0 | 440,000 | |
SCOTTS MIRACLE GRO CO CL A | COM | 810186106 | 64,244 | 660,000 | SH | SOLE | 0 | 0 | 0 | 660,000 | |
SENSIENT TECHNOLOGIES CORP COM | COM | 81725T100 | 63,622 | 827,125 | SH | SOLE | 0 | 0 | 0 | 827,125 | |
SERVICE CORP INTL COM | COM | 817565104 | 69,552 | 2,016,000 | SH | SOLE | 0 | 0 | 0 | 2,016,000 | |
SIGNATURE BK NEW YORK N Y COM | COM | 82669G104 | 60,513 | 472,613 | SH | SOLE | 0 | 0 | 0 | 472,613 | |
SMITH A O COM | COM | 831865209 | 31,606 | 531,817 | SH | SOLE | 0 | 0 | 0 | 531,817 | |
SOLAREDGE TECHNOLOGIES INC COM | COM | 83417M104 | 5,958 | 208,697 | SH | SOLE | 0 | 0 | 0 | 208,697 | |
SOUTHSIDE BANCSHARES INC COM | COM | 84470P109 | 15,998 | 440,000 | SH | SOLE | 0 | 0 | 0 | 440,000 | |
STARBUCKS CORP COM | COM | 855244109 | 14,770 | 275,000 | SH | SOLE | 0 | 0 | 0 | 275,000 | |
STERICYCLE INC COM | COM | 858912108 | 3,223 | 45,000 | SH | SOLE | 0 | 0 | 0 | 45,000 | |
SUNRUN INC COM | COM | 86771W105 | 3,717 | 669,778 | SH | SOLE | 0 | 0 | 0 | 669,778 | |
SYNCHRONY FINL COM | COM | 87165B103 | 13,972 | 450,000 | SH | SOLE | 0 | 0 | 0 | 450,000 | |
TD AMERITRADE HLDG CORP COM | COM | 87236Y108 | 14,640 | 300,000 | SH | SOLE | 0 | 0 | 0 | 300,000 | |
TJX COS INC NEW COM | COM | 872540109 | 11,487 | 155,800 | SH | SOLE | 0 | 0 | 0 | 155,800 | |
TPI COMPOSITES INC COM | COM | 87266J104 | 18,680 | 836,172 | SH | SOLE | 0 | 0 | 0 | 836,172 | |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | ADR | 874039100 | 40,178 | 1,070,000 | SH | SOLE | 0 | 0 | 0 | 1,070,000 | |
TAL ED GROUP SPONSORED ADS | COM | 874080104 | 8,765 | 260,000 | SH | SOLE | 0 | 0 | 0 | 260,000 | |
TARGET CORP COM | COM | 87612E106 | 354 | 6,000 | SH | SOLE | 0 | 0 | 0 | 6,000 | |
TATA MTRS LTD SPONSORED ADR | ADR | 876568502 | 1,251 | 40,000 | SH | SOLE | 0 | 0 | 0 | 40,000 | |
TESLA INC COM | COM | 88160R101 | 4,210 | 12,343 | SH | SOLE | 0 | 0 | 0 | 12,343 | |
THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 | 22,224 | 117,465 | SH | SOLE | 0 | 0 | 0 | 117,465 | |
TIMKEN CO COM | COM | 887389104 | 320 | 6,600 | SH | SOLE | 0 | 0 | 0 | 6,600 | |
TOTAL SYS SVCS INC COM | COM | 891906109 | 262 | 4,000 | SH | SOLE | 0 | 0 | 0 | 4,000 | |
TRUPANION INC COM | COM | 898202106 | 10,564 | 400,000 | SH | SOLE | 0 | 0 | 0 | 400,000 | |
TYSON FOODS INC CL A | COM | 902494103 | 740 | 10,500 | SH | SOLE | 0 | 0 | 0 | 10,500 | |
UNITEDHEALTH GROUP INC COM | COM | 91324P102 | 110,518 | 564,300 | SH | SOLE | 0 | 0 | 0 | 564,300 | |
UNIVERSAL DISPLAY CORP COM | COM | 91347P105 | 4,322 | 33,540 | SH | SOLE | 0 | 0 | 0 | 33,540 | |
VAIL RESORTS INC COM | COM | 91879Q109 | 25,093 | 110,000 | SH | SOLE | 0 | 0 | 0 | 110,000 | |
VERTEX PHARMACEUTICALS INC COM | COM | 92532F100 | 2,889 | 19,000 | SH | SOLE | 0 | 0 | 0 | 19,000 | |
VISHAY INTERTECHNOLOGY INC COM | COM | 928298108 | 564 | 30,000 | SH | SOLE | 0 | 0 | 0 | 30,000 | |
VISTEON CORP COM NEW | COM | 92839U206 | 20,422 | 165,000 | SH | SOLE | 0 | 0 | 0 | 165,000 | |
WALGREENS BOOTS ALLIANCE INC COM | COM | 931427108 | 9,652 | 125,000 | SH | SOLE | 0 | 0 | 0 | 125,000 | |
WATERS CORP COM | COM | 941848103 | 269 | 1,500 | SH | SOLE | 0 | 0 | 0 | 1,500 | |
WATSCO INC COM | COM | 942622200 | 26,577 | 165,000 | SH | SOLE | 0 | 0 | 0 | 165,000 | |
WEIBO CORP SPONSORED ADR | ADR | 948596101 | 3,859 | 39,000 | SH | SOLE | 0 | 0 | 0 | 39,000 | |
WESTROCK CO COM | COM | 96145D105 | 12,821 | 226,000 | SH | SOLE | 0 | 0 | 0 | 226,000 | |
WYNN RESORTS LTD COM | COM | 983134107 | 8,191 | 55,000 | SH | SOLE | 0 | 0 | 0 | 55,000 | |
XYLEM INC COM | COM | 98419M100 | 43,590 | 696,000 | SH | SOLE | 0 | 0 | 0 | 696,000 | |
YY INC ADS REPCOM CLA | COM | 98426T106 | 1,406 | 16,200 | SH | SOLE | 0 | 0 | 0 | 16,200 |