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 |
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 |