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 INC | COM | 00724F101 | 24,259 | 91,028 | SH | SOLE | 37,903 | 0 | 53,125 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 95,230 | 521,950 | SH | SOLE | 218,830 | 0 | 303,120 | ||
APPLIED MATLS INC | COM | 038222105 | 68,754 | 1,733,582 | SH | SOLE | 728,483 | 0 | 1,005,099 | ||
ARAMARK | COM | 03852U106 | 75,255 | 2,546,717 | SH | SOLE | 1,070,602 | 0 | 1,476,115 | ||
AUTODESK INC | COM | 052769106 | 41,655 | 267,327 | SH | SOLE | 111,183 | 0 | 156,144 | ||
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 30,034 | 858,873 | SH | SOLE | 722,120 | 0 | 136,753 | ||
BRUNSWICK CORP | COM | 117043109 | 21,067 | 418,585 | SH | SOLE | 176,380 | 0 | 242,205 | ||
CELGENE CORP | COM | 151020104 | 20,958 | 222,179 | SH | SOLE | 74,023 | 0 | 148,156 | ||
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 71,575 | 15,425,705 | SH | SOLE | 6,458,518 | 0 | 8,967,187 | ||
CERNER CORP | COM | 156782104 | 34,780 | 607,949 | SH | SOLE | 192,617 | 0 | 415,332 | ||
COHEN & STEERS INC | COM | 19247A100 | 23,219 | 549,350 | SH | SOLE | 227,308 | 0 | 322,042 | ||
COMCAST CORP NEW | CL A | 20030N101 | 44,669 | 1,117,267 | SH | SOLE | 464,934 | 0 | 652,333 | ||
CREDICORP LTD | COM | G2519Y108 | 15,167 | 63,208 | SH | SOLE | 52,447 | 0 | 10,761 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 16,735 | 468,525 | SH | SOLE | 159,249 | 0 | 309,276 | ||
D R HORTON INC | COM | 23331A109 | 29,261 | 707,101 | SH | SOLE | 296,011 | 0 | 411,090 | ||
DESPEGAR COM CORP | ORD SHS | G27358103 | 27,880 | 1,871,168 | SH | SOLE | 1,006,492 | 0 | 864,676 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 57,795 | 520,528 | SH | SOLE | 219,048 | 0 | 301,480 | ||
EBAY INC | COM | 278642103 | 78,316 | 2,108,729 | SH | SOLE | 882,551 | 0 | 1,226,178 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 11,590 | 474,065 | SH | SOLE | 136,000 | 0 | 338,065 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 32,077 | 1,192,015 | SH | SOLE | 500,190 | 0 | 691,825 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 103,708 | 540,169 | SH | SOLE | 215,863 | 0 | 324,306 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 6,111 | 171,381 | SH | SOLE | 71,291 | 0 | 100,090 | ||
HOMOLOGY MEDICINES INC | COM | 438083107 | 4,585 | 165,327 | SH | SOLE | 0 | 0 | 165,327 | ||
ICICI BK LTD | ADR | 45104G104 | 39,227 | 3,422,912 | SH | SOLE | 1,402,595 | 0 | 2,020,317 | ||
ILLUMINA INC | COM | 452327109 | 52,484 | 168,922 | SH | SOLE | 56,276 | 0 | 112,646 | ||
IQIYI INC | SPONSORED ADS | 46267X108 | 6,491 | 271,357 | SH | SOLE | 226,863 | 0 | 44,494 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 10,033 | 332,756 | SH | SOLE | 277,216 | 0 | 55,540 | ||
JOHNSON CTLS INTL PLC | SHS | G51502105 | 42,139 | 1,140,748 | SH | SOLE | 473,131 | 0 | 667,617 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 78,928 | 515,944 | SH | SOLE | 185,291 | 0 | 330,653 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 43,684 | 263,873 | SH | SOLE | 109,717 | 0 | 154,156 | ||
LAZARD LTD | SHS A | G54050102 | 11,962 | 330,990 | SH | SOLE | 277,504 | 0 | 53,486 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 7,386 | 472,272 | SH | SOLE | 199,365 | 0 | 272,907 | ||
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 5,305 | 351,367 | SH | SOLE | 148,123 | 0 | 203,244 | ||
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 40,505 | 1,467,510 | SH | SOLE | 775,835 | 0 | 691,675 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 13,570 | 144,510 | SH | SOLE | 56,599 | 0 | 87,911 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 72,187 | 985,634 | SH | SOLE | 341,560 | 0 | 644,074 | ||
MEDTRONIC PLC | SHS | G5960L103 | 44,661 | 490,359 | SH | SOLE | 155,933 | 0 | 334,426 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 54,762 | 1,324,980 | SH | SOLE | 551,756 | 0 | 773,224 | ||
MOHAWK INDS INC | COM | 608190104 | 22,337 | 177,054 | SH | SOLE | 73,209 | 0 | 103,845 | ||
NEWMONT MNG CORP | COM | 651639106 | 72,290 | 2,020,980 | SH | SOLE | 848,908 | 0 | 1,172,072 | ||
NIKE INC | CL B | 654106103 | 38,013 | 451,414 | SH | SOLE | 189,173 | 0 | 262,241 | ||
NUVASIVE INC | COM | 670704105 | 3,715 | 65,415 | SH | SOLE | 0 | 0 | 65,415 | ||
ORACLE CORP | COM | 68389X105 | 24,854 | 462,761 | SH | SOLE | 184,608 | 0 | 278,153 | ||
PLANET FITNESS INC | CL A | 72703H101 | 4,404 | 64,087 | SH | SOLE | 0 | 0 | 64,087 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 26,189 | 76,583 | SH | SOLE | 31,225 | 0 | 45,358 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 24,139 | 173,917 | SH | SOLE | 72,830 | 0 | 101,087 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 46,319 | 340,162 | SH | SOLE | 142,038 | 0 | 198,124 | ||
STERICYCLE INC | COM | 858912108 | 40,292 | 740,376 | SH | SOLE | 306,558 | 0 | 433,818 | ||
T MOBILE US INC | COM | 872590104 | 9,595 | 138,869 | SH | SOLE | 56,238 | 0 | 82,631 | ||
TAPESTRY INC | COM | 876030107 | 57,134 | 1,758,516 | SH | SOLE | 738,503 | 0 | 1,020,013 | ||
TELADOC HEALTH INC | COM | 87918A105 | 32,092 | 577,185 | SH | SOLE | 166,640 | 0 | 410,545 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 54,610 | 199,512 | SH | SOLE | 63,194 | 0 | 136,318 | ||
TIFFANY & CO NEW | COM | 886547108 | 21,822 | 206,740 | SH | SOLE | 86,481 | 0 | 120,259 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 29,337 | 64,619 | SH | SOLE | 26,976 | 0 | 37,643 | ||
TRIMBLE INC | COM | 896239100 | 36,709 | 908,633 | SH | SOLE | 381,917 | 0 | 526,716 | ||
TRIPADVISOR INC | COM | 896945201 | 3,907 | 75,907 | SH | SOLE | 31,895 | 0 | 44,012 | ||
V F CORP | COM | 918204108 | 19,489 | 224,244 | SH | SOLE | 94,364 | 0 | 129,880 | ||
VEEVA SYS INC | CL A COM | 922475108 | 4,849 | 38,225 | SH | SOLE | 0 | 0 | 38,225 | ||
VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 53,976 | 6,721,691 | SH | SOLE | 3,424,905 | 0 | 3,296,786 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 65,936 | 1,897,990 | SH | SOLE | 796,840 | 0 | 1,101,150 |