The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE SYS INC COM 00724F101 33,912 139,094 SH   SOLE   75,936 0 63,158
ADVANCE AUTO PARTS INC COM 00751Y106 32,939 242,734 SH   SOLE   135,432 0 107,302
APPLE INC COM 037833100 50,567 273,168 SH   SOLE   149,166 0 124,002
ARAMARK COM 03852U106 64,421 1,736,412 SH   SOLE   964,867 0 771,545
ATHENAHEALTH INC COM 04685W103 7,874 49,475 SH   SOLE   521 0 48,954
AUTODESK INC COM 052769106 59,642 454,981 SH   SOLE   250,285 0 204,696
BAIDU INC SPON ADR REP A 056752108 2,537 10,440 SH   SOLE   10,440 0 0
BARRICK GOLD CORP COM 067901108 135 10,284 SH   SOLE   0 0 10,284
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 44,718 1,390,047 SH   SOLE   1,242,484 0 147,563
BRUNSWICK CORP COM 117043109 32,709 507,291 SH   SOLE   280,846 0 226,445
CAESARS ENTMT CORP COM 127686103 43,452 4,060,848 SH   SOLE   2,255,548 0 1,805,300
CELGENE CORP COM 151020104 57,859 728,502 SH   SOLE   343,129 0 385,373
CEMEX SAB DE CV SPON ADR NEW 151290889 70,176 10,697,584 SH   SOLE   5,872,990 0 4,824,594
CERNER CORP COM 156782104 41,503 694,141 SH   SOLE   308,910 0 385,231
COHEN & STEERS INC COM 19247A100 27,738 665,017 SH   SOLE   362,518 0 302,499
COMCAST CORP NEW CL A 20030N101 114,247 3,482,064 SH   SOLE   1,907,872 0 1,574,192
CREDICORP LTD COM G2519Y108 7,561 33,584 SH   SOLE   33,584 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 15,565 264,914 SH   SOLE   115,011 0 149,903
D R HORTON INC COM 23331A109 54,919 1,339,507 SH   SOLE   740,577 0 598,930
DESPEGAR COM CORP ORD SHS G27358103 15,290 729,077 SH   SOLE   443,891 0 285,186
DISNEY WALT CO COM DISNEY 254687106 68,330 651,958 SH   SOLE   362,518 0 289,440
EBAY INC COM 278642103 63,128 1,740,954 SH   SOLE   957,820 0 783,134
EDISON INTL COM 281020107 75,935 1,200,200 SH   SOLE   658,089 0 542,111
EDITAS MEDICINE INC COM 28106W103 18,164 506,917 SH   SOLE   218,442 0 288,475
GOLDMAN SACHS GROUP INC COM 38141G104 90,114 408,559 SH   SOLE   214,721 0 193,838
HARLEY DAVIDSON INC COM 412822108 18,751 445,589 SH   SOLE   245,074 0 200,515
ICICI BK LTD ADR 45104G104 88,342 11,001,302 SH   SOLE   5,991,644 0 5,009,658
ILLUMINA INC COM 452327109 8,503 30,443 SH   SOLE   275 0 30,168
IQIYI INC SPONSORED ADS 46267X108 4,233 131,070 SH   SOLE   131,070 0 0
JD COM INC SPON ADR CL A 47215P106 6,307 161,929 SH   SOLE   161,929 0 0
JOHNSON CTLS INTL PLC SHS G51502105 46,195 1,381,037 SH   SOLE   754,309 0 626,728
LABORATORY CORP AMER HLDGS COM NEW 50540R409 96,567 537,887 SH   SOLE   268,259 0 269,628
LAUDER ESTEE COS INC CL A 518439104 36,281 254,261 SH   SOLE   138,145 0 116,116
LAZARD LTD SHS A G54050102 20,784 424,944 SH   SOLE   379,585 0 45,359
LIONS GATE ENTMNT CORP CL A VTG 535919401 14,232 573,409 SH   SOLE   317,851 0 255,558
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 10,002 426,338 SH   SOLE   236,022 0 190,316
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 33,549 928,058 SH   SOLE   596,732 0 331,326
MARSH & MCLENNAN COS INC COM 571748102 60,773 741,418 SH   SOLE   404,682 0 336,736
MATCH GROUP INC COM 57665R106 36,980 954,599 SH   SOLE   527,565 0 427,034
MEDIDATA SOLUTIONS INC COM 58471A105 106,717 1,324,698 SH   SOLE   632,237 0 692,461
MEDTRONIC PLC SHS G5960L103 55,940 653,420 SH   SOLE   299,150 0 354,270
MICRON TECHNOLOGY INC COM 595112103 66,802 1,273,854 SH   SOLE   695,530 0 578,324
MINDBODY INC COM CL A 60255W105 4,179 108,271 SH   SOLE   971 0 107,300
MOHAWK INDS INC COM 608190104 90,351 421,665 SH   SOLE   233,485 0 188,180
NEWMONT MINING CORP COM 651639106 40,815 1,082,337 SH   SOLE   595,606 0 486,731
NIKE INC CL B 654106103 65,518 822,289 SH   SOLE   453,894 0 368,395
NUVASIVE INC COM 670704105 3,445 66,102 SH   SOLE   687 0 65,415
ORACLE CORP COM 68389X105 81,090 1,840,441 SH   SOLE   1,006,647 0 833,794
PLANET FITNESS INC CL A 72703H101 3,868 88,020 SH   SOLE   817 0 87,203
RALPH LAUREN CORP CL A 751212101 25,468 202,583 SH   SOLE   112,040 0 90,543
ROPER TECHNOLOGIES INC COM 776696106 46,535 168,663 SH   SOLE   91,924 0 76,739
SPOTIFY TECHNOLOGY S A SHS L8681T102 35,530 211,187 SH   SOLE   116,427 0 94,760
STANLEY BLACK & DECKER INC COM 854502101 54,875 413,190 SH   SOLE   227,180 0 186,010
STERICYCLE INC COM 858912108 48,980 750,211 SH   SOLE   408,588 0 341,623
T MOBILE US INC COM 872590104 61,710 1,032,811 SH   SOLE   564,001 0 468,810
TAPESTRY INC COM 876030107 43,772 937,105 SH   SOLE   504,608 0 432,497
TELADOC INC COM 87918A105 43,607 751,240 SH   SOLE   298,594 0 452,646
THERMO FISHER SCIENTIFIC INC COM 883556102 47,154 227,644 SH   SOLE   100,978 0 126,666
TIFFANY & CO NEW COM 886547108 59,919 455,310 SH   SOLE   256,891 0 198,419
TRANSDIGM GROUP INC COM 893641100 42,428 122,929 SH   SOLE   67,760 0 55,169
TRIMBLE INC COM 896239100 29,949 911,959 SH   SOLE   476,571 0 435,388
TRIPADVISOR INC COM 896945201 5,137 92,212 SH   SOLE   50,959 0 41,253
VEEVA SYS INC CL A COM 922475108 4,676 60,843 SH   SOLE   562 0 60,281
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 42,471 3,914,286 SH   SOLE   2,424,031 0 1,490,255
ZILLOW GROUP INC CL C CAP STK 98954M200 43,301 733,155 SH   SOLE   422,934 0 310,221