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
Abbott Laboratories Common Stock 002824100 704 8,110 SH   SOLE   8,110 0 0
Aerie Pharmaceuticals Inc Common Stock 00771V108 1,450 60,000 SH   SOLE   60,000 0 0
Embotelladora Andina SA ADR 29081P303 241 13,774 SH   SOLE   13,774 0 0
Albemarle Corp Common Stock 012653101 288 3,939 SH   SOLE   3,939 0 0
Allegion PLC Common Stock G0176J109 13,699 110,000 SH   SOLE   110,000 0 0
Alarm.com Holdings Inc Common Stock 011642105 5,371 125,000 SH   SOLE   125,000 0 0
Amazon.com Inc Common Stock 023135106 724 392 SH   SOLE   392 0 0
ANSYS Inc Common Stock 03662Q105 446 1,732 SH   SOLE   1,732 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 4,548 240,000 SH   SOLE   240,000 0 0
ArQule Inc Common Stock 04269E107 2,994 150,000 SH   SOLE   150,000 0 0
Ashland Global Holdings Inc Common Stock 044186104 4,592 60,000 SH   SOLE   60,000 0 0
Grupo Aeroportuario del Surest ADR 40051E202 748 3,993 SH   SOLE   3,993 0 0
Autohome Inc ADR 05278C107 880 11,000 SH   SOLE   11,000 0 0
Activision Blizzard Inc Common Stock 00507V109 359 6,043 SH   SOLE   6,043 0 0
Alteryx Inc Common Stock 02156B103 1,001 10,000 SH   SOLE   10,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 16,736 78,908 SH   SOLE   78,908 0 0
Bright Horizons Family Solutio Common Stock 109194100 12,062 80,258 SH   SOLE   80,258 0 0
Biohaven Pharmaceutical Holdin Common Stock G11196105 2,178 40,000 SH   SOLE   40,000 0 0
Baidu Inc ADR 056752108 758 6,000 SH   SOLE   6,000 0 0
Booking Holdings Inc Common Stock 09857L108 799 389 SH   SOLE   389 0 0
Cognex Corp Common Stock 192422103 2,242 40,000 SH   SOLE   40,000 0 0
Check Point Software Technolog Common Stock M22465104 779 7,022 SH   SOLE   7,022 0 0
Colony Capital Inc REIT 19626G108 2,138 450,000 SH   SOLE   450,000 0 0
Columbia Sportswear Co Common Stock 198516106 5,010 50,000 SH   SOLE   50,000 0 0
Cooper Cos Inc/The Common Stock 216648402 8,584 26,718 SH   SOLE   26,718 0 0
Cerence Inc Common Stock 156727109 4,526 200,000 SH   SOLE   200,000 0 0
Cavco Industries Inc Common Stock 149568107 9,183 47,000 SH   SOLE   47,000 0 0
CryoPort Inc Common Stock 229050307 1,646 100,000 SH   SOLE   100,000 0 0
Darling Ingredients Inc Common Stock 237266101 4,914 175,000 SH   SOLE   175,000 0 0
Walt Disney Co/The Common Stock 254687106 986 6,819 SH   SOLE   6,819 0 0
Digimarc Corp Common Stock 25381B101 1,342 40,000 SH   SOLE   40,000 0 0
New Oriental Education & Techn ADR 647581107 1,146 9,450 SH   SOLE   9,450 0 0
eHealth Inc Common Stock 28238P109 2,882 30,000 SH   SOLE   30,000 0 0
Everbridge Inc Common Stock 29978A104 3,514 45,000 SH   SOLE   45,000 0 0
East West Bancorp Inc Common Stock 27579R104 14,421 296,129 SH   SOLE   296,129 0 0
Exact Sciences Corp Common Stock 30063P105 7,398 80,000 SH   SOLE   80,000 0 0
First Horizon National Corp Common Stock 320517105 6,790 410,000 SH   SOLE   410,000 0 0
Fair Isaac Corp Common Stock 303250104 15,924 42,500 SH   SOLE   42,500 0 0
Fidelity National Information Common Stock 31620M106 850 6,108 SH   SOLE   6,108 0 0
First Republic Bank/CA Common Stock 33616C100 983 8,366 SH   SOLE   8,366 0 0
Glu Mobile Inc Common Stock 379890106 2,420 400,000 SH   SOLE   400,000 0 0
Alphabet Inc Common Stock 02079K107 881 659 SH   SOLE   659 0 0
Gates Industrial Corp PLC Common Stock G39108108 643 46,731 SH   SOLE   46,731 0 0
Global Water Resources Inc Common Stock 379463102 3,288 250,000 SH   SOLE   250,000 0 0
Home Depot Inc/The Common Stock 437076102 745 3,413 SH   SOLE   3,413 0 0
HDFC Bank Ltd ADR 40415F101 2,570 40,560 SH   SOLE   40,560 0 0
IAC/InterActiveCorp Common Stock 44919P508 9,537 38,282 SH   SOLE   38,282 0 0
IAA Inc Common Stock 449253103 5,647 120,000 SH   SOLE   120,000 0 0
JD.com Inc ADR 47215P106 2,818 80,000 SH   SOLE   80,000 0 0
Kadant Inc Common Stock 48282T104 17,908 170,000 SH   SOLE   170,000 0 0
KAR Auction Services Inc Common Stock 48238T109 2,179 100,000 SH   SOLE   100,000 0 0
LCI Industries Common Stock 50189K103 8,035 75,000 SH   SOLE   75,000 0 0
Eli Lilly & Co Common Stock 532457108 905 6,883 SH   SOLE   6,883 0 0
Loop Industries Inc Common Stock 543518104 495 50,000 SH   SOLE   50,000 0 0
Grand Canyon Education Inc Common Stock 38526M106 19,189 200,321 SH   SOLE   200,321 0 0
Mastercard Inc Common Stock 57636Q104 1,276 4,273 SH   SOLE   4,273 0 0
Masimo Corp Common Stock 574795100 5,532 35,000 SH   SOLE   35,000 0 0
Mellanox Technologies Ltd Common Stock M51363113 8,203 70,000 SH   SOLE   70,000 0 0
MAXIMUS Inc Common Stock 577933104 5,951 80,000 SH   SOLE   80,000 0 0
Momo Inc ADR 60879B107 2,747 82,000 SH   SOLE   82,000 0 0
Everspin Technologies Inc Common Stock 30041T104 489 92,956 SH   SOLE   92,956 0 0
MSA Safety Inc Common Stock 553498106 7,582 60,000 SH   SOLE   60,000 0 0
Microsoft Corp Common Stock 594918104 1,054 6,682 SH   SOLE   6,682 0 0
Vail Resorts Inc Common Stock 91879Q109 11,992 50,000 SH   SOLE   50,000 0 0
MasTec Inc Common Stock 576323109 8,341 130,000 SH   SOLE   130,000 0 0
National Bank Holdings Corp Common Stock 633707104 4,226 120,000 SH   SOLE   120,000 0 0
Neurocrine Biosciences Inc Common Stock 64125C109 4,300 40,000 SH   SOLE   40,000 0 0
Nasdaq Inc Common Stock 631103108 959 8,951 SH   SOLE   8,951 0 0
Sunnova Energy International I Common Stock 86745K104 2,466 221,000 SH   SOLE   221,000 0 0
Napco Security Technologies In Common Stock 630402105 588 20,000 SH   SOLE   20,000 0 0
NetEase Inc ADR 64110W102 1,012 3,300 SH   SOLE   3,300 0 0
Nuance Communications Inc Common Stock 67020Y100 8,431 472,805 SH   SOLE   472,805 0 0
NVIDIA Corp Common Stock 67066G104 352 1,494 SH   SOLE   1,494 0 0
Prosperity Bancshares Inc Common Stock 743606105 8,814 122,600 SH   SOLE   122,600 0 0
Park City Group Inc Common Stock 700215304 2,075 410,000 SH   SOLE   410,000 0 0
Proofpoint Inc Common Stock 743424103 4,017 35,000 SH   SOLE   35,000 0 0
Progressive Corp/The Common Stock 743315103 688 9,500 SH   SOLE   9,500 0 0
Planet Fitness Inc Common Stock 72703H101 4,054 54,280 SH   SOLE   54,280 0 0
Insulet Corp Common Stock 45784P101 1,712 10,000 SH   SOLE   10,000 0 0
Pool Corp Common Stock 73278L105 19,295 90,855 SH   SOLE   90,855 0 0
Proto Labs Inc Common Stock 743713109 1,921 18,916 SH   SOLE   18,916 0 0
Pluralsight Inc Common Stock 72941B106 2,065 120,000 SH   SOLE   120,000 0 0
PTC Therapeutics Inc Common Stock 69366J200 2,402 50,000 SH   SOLE   50,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 895 8,278 SH   SOLE   8,278 0 0
Royal Caribbean Cruises Ltd Common Stock V7780T103 703 5,262 SH   SOLE   5,262 0 0
Redfin Corp Common Stock 75737F108 3,171 150,000 SH   SOLE   150,000 0 0
Reed's Inc Common Stock 758338107 819 900,000 SH   SOLE   900,000 0 0
Rollins Inc Common Stock 775711104 3,979 120,000 SH   SOLE   120,000 0 0
Southside Bancshares Inc Common Stock 84470P109 7,428 200,000 SH   SOLE   200,000 0 0
Service Corp International/US Common Stock 817565104 22,520 489,240 SH   SOLE   489,240 0 0
SolarEdge Technologies Inc Common Stock 83417M104 2,853 30,000 SH   SOLE   30,000 0 0
SVB Financial Group Common Stock 78486Q101 3,336 13,291 SH   SOLE   13,291 0 0
ShotSpotter Inc Common Stock 82536T107 1,275 50,000 SH   SOLE   50,000 0 0
Strategic Education Inc Common Stock 86272C103 6,753 42,500 SH   SOLE   42,500 0 0
TAL Education Group ADR 874080104 752 15,600 SH   SOLE   15,600 0 0
Trip.com Group Ltd ADR 89677Q107 839 25,000 SH   SOLE   25,000 0 0
Teladoc Health Inc Common Stock 87918A105 4,186 50,000 SH   SOLE   50,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 900 2,770 SH   SOLE   2,770 0 0
TPI Composites Inc Common Stock 87266J104 6,849 370,000 SH   SOLE   370,000 0 0
Trex Co Inc Common Stock 89531P105 3,206 35,669 SH   SOLE   35,669 0 0
Tabula Rasa HealthCare Inc Common Stock 873379101 2,921 60,000 SH   SOLE   60,000 0 0
Trupanion Inc Common Stock 898202106 5,619 150,000 SH   SOLE   150,000 0 0
TSMC ADR 874039100 1,242 21,384 SH   SOLE   21,384 0 0
Tivity Health Inc Common Stock 88870R102 5,697 280,000 SH   SOLE   280,000 0 0
Tyler Technologies Inc Common Stock 902252105 3,750 12,500 SH   SOLE   12,500 0 0
UnitedHealth Group Inc Common Stock 91324P102 1,062 3,611 SH   SOLE   3,611 0 0
Visteon Corp Common Stock 92839U206 3,464 40,000 SH   SOLE   40,000 0 0
Veracyte Inc Common Stock 92337F107 558 20,000 SH   SOLE   20,000 0 0
Western Alliance Bancorp Common Stock 957638109 9,690 170,000 SH   SOLE   170,000 0 0
Welbilt Inc Common Stock 949090104 4,032 258,289 SH   SOLE   258,289 0 0
Boingo Wireless Inc Common Stock 09739C102 7,665 700,000 SH   SOLE   700,000 0 0
Watsco Inc Common Stock 942622200 7,206 40,000 SH   SOLE   40,000 0 0
58.com Inc ADR 31680Q104 1,238 19,123 SH   SOLE   19,123 0 0
AquaVenture Holdings Ltd Common Stock G0443N107 9,221 340,000 SH   SOLE   340,000 0 0
Xylem Inc/NY Common Stock 98419M100 578 7,336 SH   SOLE   7,336 0 0
Apple Inc Common Stock 037833100 1,047 3,566 SH   SOLE   3,566 0 0