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 | 17,732 | 65,685 | SH | SOLE | 32,308 | 0 | 33,377 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 16,651 | 98,914 | SH | SOLE | 49,170 | 0 | 49,744 | ||
APPLIED MATLS INC | COM | 038222105 | 105,571 | 2,731,465 | SH | SOLE | 1,380,511 | 0 | 1,350,954 | ||
ARAMARK | COM | 03852U106 | 69,857 | 1,623,817 | SH | SOLE | 824,072 | 0 | 799,745 | ||
AUTODESK INC | COM | 052769106 | 66,479 | 425,842 | SH | SOLE | 213,846 | 0 | 211,996 | ||
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 46,055 | 1,209,406 | SH | SOLE | 1,061,843 | 0 | 147,563 | ||
BRUNSWICK CORP | COM | 117043109 | 31,882 | 475,708 | SH | SOLE | 240,563 | 0 | 235,145 | ||
CAESARS ENTMT CORP | COM | 127686103 | 48,248 | 4,707,059 | SH | SOLE | 2,384,874 | 0 | 2,322,185 | ||
CELGENE CORP | COM | 151020104 | 70,732 | 790,380 | SH | SOLE | 338,816 | 0 | 451,564 | ||
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 88,804 | 12,614,126 | SH | SOLE | 6,334,666 | 0 | 6,279,460 | ||
CERNER CORP | COM | 156782104 | 42,392 | 658,171 | SH | SOLE | 263,840 | 0 | 394,331 | ||
COHEN & STEERS INC | COM | 19247A100 | 25,310 | 623,200 | SH | SOLE | 310,201 | 0 | 312,999 | ||
COMCAST CORP NEW | CL A | 20030N101 | 37,288 | 1,053,029 | SH | SOLE | 528,570 | 0 | 524,459 | ||
CREDICORP LTD | COM | G2519Y108 | 7,229 | 32,403 | SH | SOLE | 32,403 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 22,054 | 497,276 | SH | SOLE | 218,026 | 0 | 279,250 | ||
D R HORTON INC | COM | 23331A109 | 67,423 | 1,598,449 | SH | SOLE | 808,240 | 0 | 790,209 | ||
DESPEGAR COM CORP | ORD SHS | G27358103 | 26,838 | 1,590,910 | SH | SOLE | 895,551 | 0 | 695,359 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 60,489 | 517,259 | SH | SOLE | 263,086 | 0 | 254,173 | ||
EBAY INC | COM | 278642103 | 79,135 | 2,396,642 | SH | SOLE | 1,205,552 | 0 | 1,191,090 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 15,323 | 481,568 | SH | SOLE | 186,693 | 0 | 294,875 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 84,853 | 378,405 | SH | SOLE | 177,267 | 0 | 201,138 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 18,944 | 418,185 | SH | SOLE | 210,070 | 0 | 208,115 | ||
HOMOLOGY MEDICINES INC | COM | 438083107 | 3,081 | 134,776 | SH | SOLE | 1,276 | 0 | 133,500 | ||
ICICI BK LTD | ADR | 45104G104 | 107,503 | 12,662,360 | SH | SOLE | 6,278,307 | 0 | 6,384,053 | ||
ILLUMINA INC | COM | 452327109 | 11,174 | 30,443 | SH | SOLE | 275 | 0 | 30,168 | ||
IQIYI INC | SPONSORED ADS | 46267X108 | 3,799 | 140,333 | SH | SOLE | 140,333 | 0 | 0 | ||
ITAU UNIBANCO HLDG SA | SPON ADR REP PFD | 465562106 | 125 | 11,401 | SH | SOLE | 11,401 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 4,470 | 171,332 | SH | SOLE | 171,332 | 0 | 0 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 45,307 | 1,294,479 | SH | SOLE | 645,651 | 0 | 648,828 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 89,307 | 514,201 | SH | SOLE | 229,677 | 0 | 284,524 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 34,668 | 238,561 | SH | SOLE | 118,245 | 0 | 120,316 | ||
LAZARD LTD | SHS A | G54050102 | 17,818 | 370,203 | SH | SOLE | 324,844 | 0 | 45,359 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 13,100 | 537,074 | SH | SOLE | 272,116 | 0 | 264,958 | ||
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 9,306 | 399,436 | SH | SOLE | 202,120 | 0 | 197,316 | ||
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 39,234 | 1,429,250 | SH | SOLE | 819,732 | 0 | 609,518 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 57,500 | 695,130 | SH | SOLE | 346,094 | 0 | 349,036 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 80,519 | 1,098,316 | SH | SOLE | 467,805 | 0 | 630,511 | ||
MEDTRONIC PLC | SHS | G5960L103 | 52,498 | 533,667 | SH | SOLE | 213,798 | 0 | 319,869 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 86,558 | 1,913,769 | SH | SOLE | 962,818 | 0 | 950,951 | ||
MINDBODY INC | COM CL A | 60255W105 | 28,160 | 692,773 | SH | SOLE | 268,312 | 0 | 424,461 | ||
MOHAWK INDS INC | COM | 608190104 | 69,437 | 395,989 | SH | SOLE | 199,509 | 0 | 196,480 | ||
NEWMONT MINING CORP | COM | 651639106 | 58,816 | 1,947,578 | SH | SOLE | 982,065 | 0 | 965,513 | ||
NIKE INC | CL B | 654106103 | 43,466 | 513,044 | SH | SOLE | 258,371 | 0 | 254,673 | ||
NUVASIVE INC | COM | 670704105 | 4,692 | 66,102 | SH | SOLE | 687 | 0 | 65,415 | ||
ORACLE CORP | COM | 68389X105 | 88,951 | 1,725,190 | SH | SOLE | 861,496 | 0 | 863,694 | ||
PLANET FITNESS INC | CL A | 72703H101 | 4,756 | 88,020 | SH | SOLE | 817 | 0 | 87,203 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 25,677 | 86,686 | SH | SOLE | 42,599 | 0 | 44,087 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 35,695 | 197,392 | SH | SOLE | 99,432 | 0 | 97,960 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 56,592 | 386,451 | SH | SOLE | 193,941 | 0 | 192,510 | ||
STERICYCLE INC | COM | 858912108 | 49,298 | 840,134 | SH | SOLE | 418,593 | 0 | 421,541 | ||
T MOBILE US INC | COM | 872590104 | 36,782 | 524,128 | SH | SOLE | 257,801 | 0 | 266,327 | ||
TAPESTRY INC | COM | 876030107 | 45,491 | 904,910 | SH | SOLE | 456,813 | 0 | 448,097 | ||
TELADOC HEALTH INC | COM | 87918A105 | 25,803 | 298,847 | SH | SOLE | 72,476 | 0 | 226,371 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 54,033 | 221,378 | SH | SOLE | 86,734 | 0 | 134,644 | ||
TIFFANY & CO NEW | COM | 886547108 | 13,720 | 106,374 | SH | SOLE | 52,887 | 0 | 53,487 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 34,495 | 92,653 | SH | SOLE | 46,562 | 0 | 46,091 | ||
TRIMBLE INC | COM | 896239100 | 44,857 | 1,032,121 | SH | SOLE | 521,082 | 0 | 511,039 | ||
TRIPADVISOR INC | COM | 896945201 | 4,408 | 86,297 | SH | SOLE | 43,544 | 0 | 42,753 | ||
VEEVA SYS INC | CL A COM | 922475108 | 4,202 | 38,590 | SH | SOLE | 365 | 0 | 38,225 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 39,825 | 6,382,543 | SH | SOLE | 3,595,755 | 0 | 2,786,788 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 69,666 | 1,574,342 | SH | SOLE | 795,210 | 0 | 779,132 |