Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Alibaba Group Holding Sponsored ADR,BABA,sponsored ads,Buy,01609W102,8299858000.0,49631398.0,9.44 Amazon.Com,AMZN,,Sell,023135106,7702115000.0,4436932.0,8.76 Illumina,ILMN,,Buy,452327109,5250199000.0,17257903.0,5.971 Tesla Inc,TSLA,,Buy,88160R101,3240080000.0,13451571.0,3.685 Facebook Cl.A,FB,cl a,Sell,30303M102,2821384000.0,15843349.0,3.209 Alphabet Inc Class C,GOOG,cap stk cl c,Sell,02079K107,2808078000.0,2303591.0,3.194 MercadoLibre,MELI,,Sell,58733R102,2545630000.0,4618089.0,2.895 Spotify Technology SA,SPOT,,Buy,L8681T102,2180928000.0,19130947.0,2.48 Ferrari NV,RACE,,Buy,N3167Y103,2095483000.0,13579009.0,2.383 Netflix Inc,NFLX,,Sell,64110L106,2059477000.0,7695532.0,2.342 Shopify 'A',SHOP,cl a,Sell,82509L107,1887727000.0,6057006.0,2.147 MasterCard Inc-Class A,MA,cl a,Sell,57636Q104,1633132000.0,6013670.0,1.857 TAL Education Group ADR,TAL,,Sell,874080104,1585019000.0,46291431.0,1.803 Ctrip.com Intl Sponsored ADR,CTRP,,Sell,22943F100,1381347000.0,47161056.0,1.571 NVIDIA,NVDA,,Sell,67066G104,1305664000.0,7500797.0,1.485 MarketAxess Holdings,MKTX,,Sell,57060D108,1275496000.0,3894644.0,1.451 TSMC ADR,TSM,sponsored adr,Sell,874039100,1223201000.0,26316692.0,1.391 Moody's Corp,MCO,,Sell,615369105,1191389000.0,5816481.0,1.355 Intuitive Surgical,ISRG,,Sell,46120E602,1133747000.0,2099807.0,1.289 Anthem Inc,ANTM,,Sell,036752103,1028570000.0,4283924.0,1.17 Visa Inc-Class A Shares,V,,Sell,92826C839,1008963000.0,5865725.0,1.148 Baidu.com Sponsored ADR,BIDU,spon adr rep a,Sell,056752108,984112000.0,9576806.0,1.119 Atlassian Corp Plc,TEAM,cl a,Sell,G06242104,915263000.0,7296416.0,1.041 Workday Inc,WDAY,cl a,Sell,98138H101,852665000.0,5016854.0,0.97 Microsoft,MSFT,,Sell,594918104,792831000.0,5702590.0,0.902 Martin Marietta Materials,MLM,,Sell,573284106,774693000.0,2826315.0,0.881 Salesforce.com,CRM,,Sell,79466L302,762700000.0,5138108.0,0.867 Dexcom Inc,DXCM,,Sell,252131107,720131000.0,4825321.0,0.819 Thermo Fisher Scientific,TMO,,Sell,883556102,669176000.0,2297443.0,0.761 Alnylam Pharmaceuticals,ALNY,,Buy,02043Q107,662336000.0,8235974.0,0.753 Markel Corp,MKL,,Sell,570535104,661280000.0,559506.0,0.752 Novocure Ltd,NVCR,,Sell,G6674U108,647117000.0,8653618.0,0.736 ResMed,RMD,,Sell,761152107,640942000.0,4743858.0,0.729 AJ Gallagher & Co,AJG,,Sell,363576109,627142000.0,7001705.0,0.713 Kirby,KEX,,Sell,497266106,623727000.0,7591623.0,0.709 EOG Resources,EOG,,Buy,26875P101,590537000.0,7956583.0,0.672 GrubHub Inc,GRUB,,Sell,400110102,562291000.0,10003404.0,0.64 Seattle Genetics,SGEN,,Sell,812578102,560331000.0,6561252.0,0.637 Service Corp.Intl.,SCI,,Sell,817565104,555996000.0,11629258.0,0.632 NetEase.com ADR,NTES,sponsored adr,Sell,64110W102,550486000.0,2068097.0,0.626 Waters,WAT,,Sell,941848103,548563000.0,2457390.0,0.624 Pinduoduo Inc ADR,PDD,sponsored ads,Buy,722304102,528047000.0,16388782.0,0.601 The Trade Desk,TTD,,Buy,88339J105,512647000.0,2733387.0,0.583 ICICI Bank ADR,IBN,adr,Sell,45104G104,507924000.0,41701471.0,0.578 Ionis Pharmaceuticals,IONS,,Sell,462222100,504160000.0,8415289.0,0.573 Teradyne,TER,,Sell,880770102,486606000.0,8402796.0,0.553 Abiomed,ABMD,,Buy,003654100,478990000.0,2692621.0,0.545 Fiat Chrysler Automobiles,FCAU,,Buy,N31738102,478721000.0,36987296.0,0.544 Broadridge Finl.Sltn.,BR,,Buy,11133T103,463357000.0,3723830.0,0.527 Apache Corp,APA,,Sell,037411105,462462000.0,18064880.0,0.526 Ryanair ADR,RYAAY,sponsored adr ne,Sell,783513203,459909000.0,6928413.0,0.523 Wayfair Inc Class A,W,cl a,Sell,94419L101,447281000.0,3989311.0,0.509 Mettler-Toledo,MTD,,Sell,592688105,443678000.0,629865.0,0.505 LendingTree,TREE,,Sell,52603B107,422940000.0,1362434.0,0.481 Ritchie Bros Auctioneers (USA),RBA,,Sell,767744105,422576000.0,10591487.0,0.481 Chipotle Mexican Grill,CMG,,Sell,169656105,403739000.0,480371.0,0.459 Interactive Brokers Group,IBKR,,Buy,45841N107,397833000.0,7416727.0,0.452 Credicorp,BAP,,Sell,G2519Y108,394667000.0,1893429.0,0.449 Petrobras Common ADR,PBR,sponsored adr,Sell,71654V408,390494000.0,26986438.0,0.444 Chegg,CHGG,,Sell,163092109,360431000.0,12034434.0,0.41 TD Ameritrade Holding Corp,AMTD,,Sell,87236Y108,353328000.0,7565909.0,0.402 Zillow Group Inc Class C,Z,cl c cap stk,Sell,98954M200,342052000.0,11470542.0,0.389 Itau Unibanco Holding SA-ADR,ITUB,spon adr rep pfd,Sell,465562106,332373000.0,39521137.0,0.378 First Republic Bank,FRC,,Sell,33616C100,325818000.0,3369370.0,0.371 Bluebird Bio Inc,BLUE,,Sell,09609G100,317313000.0,3455816.0,0.361 Copa Holdings S A,CPA,cl a,Sell,P31076105,309913000.0,3138346.0,0.352 Albemarle Corp,ALB,,Buy,012653101,297740000.0,4282792.0,0.339 Vale SA ADR,VALE,adr,Buy,91912E105,291568000.0,25353700.0,0.332 SiteOne Landscape Supply,SITE,,Sell,82982L103,290854000.0,3929401.0,0.331 Wix Com,WIX,,Buy,M98068105,285757000.0,2447806.0,0.325 Wabtec,WAB,,Sell,929740108,284884000.0,3964421.0,0.324 Autohome Inc - ADR,ATHM,sp adr rp cl a,Sell,05278C107,274055000.0,3296706.0,0.312 Stericycle Inc,SRCL,,Sell,858912108,267987000.0,5261879.0,0.305 Myriad Genetics Inc,MYGN,,Sell,62855J104,264651000.0,9243803.0,0.301 Watsco Inc,WSO,,Buy,942622200,254941000.0,1506922.0,0.29 Teladoc,TDOC,,Buy,87918A105,254445000.0,3757300.0,0.289 Jefferies Financial Group Inc,JEF,,Sell,47233W109,247106000.0,13429669.0,0.281 Axon Enterprise Inc,AXON,,Sell,05464C101,243134000.0,4282036.0,0.277 CoStar Group,CSGP,,Sell,22160N109,233551000.0,393714.0,0.266 Banco Bradesco Pn ADR,BBD,sp adr pfd new,Buy,059460303,230975000.0,28375181.0,0.263 58.Com Inc Adr,WUBA,spon adr rep a,Sell,31680Q104,228731000.0,4638638.0,0.26 Roku,ROKU,,Sell,77543R102,226716000.0,2227943.0,0.258 Howard Hughes,HHC,,Sell,44267D107,214355000.0,1653975.0,0.244 Tencent Music Entertainment ADR,TME,sponsored ads,Buy,88034P109,205655000.0,16104538.0,0.234 Now Inc/DE,DNOW,,Sell,67011P100,186948000.0,16298963.0,0.213 Glaukos Corp,GKOS,,Buy,377322102,176691000.0,2826590.0,0.201 Peloton Interactive Inc,PTON,,New,70614W100,171906000.0,6848821.0,0.196 Cemex ADR,CX,spon adr new,Buy,151290889,159380000.0,40658045.0,0.181 NIO Inc ADR,NIO,spon ads,Sell,62914V106,156103000.0,100066736.0,0.178 Alphabet Inc Class A,GOOGL,cap stk cl a,Buy,02079K305,155307000.0,127182.0,0.177 Yext Inc,YEXT,,Buy,98585N106,153385000.0,9652903.0,0.174 Appian Corp,APPN,cl a,Buy,03782L101,149466000.0,3146639.0,0.17 Penumbra Inc,PEN,,Sell,70975L107,146879000.0,1092115.0,0.167 HDFC Bank ADR,HDB,,Buy,40415F101,145569000.0,2551609.0,0.166 Lyft Inc Class A Common,LYFT,,Buy,55087P104,143484000.0,3513341.0,0.163 JD.Com Inc - ADR,JD,spon adr cl a,Sell,47215P106,129583000.0,4593514.0,0.147 Fortive Corp,FTV,,Buy,34959J108,128730000.0,1877639.0,0.146 HEICO 'A',HEIA,cl a,Sell,422806208,118240000.0,1215084.0,0.134 Denali Therapeutics,DNLI,,Sell,24823R105,112809000.0,7363463.0,0.128 Zillow Group Inc Class A,ZG,cl a,Buy,98954M101,103334000.0,3497530.0,0.118 Zai Lab ADR,ZLAB,adr,Buy,98887Q104,101453000.0,3136100.0,0.115 Activision Blizzard Inc,ATVI,,Buy,00507V109,101043000.0,1909363.0,0.115 Redfin,RDFN,,Buy,75737F108,99209000.0,5891270.0,0.113 Chewy Inc,CHWY,cl a,Buy,16679L109,97410000.0,3963007.0,0.111 Anaplan Inc Common,PLAN,, ,03272L108,87967000.0,1871644.0,0.1 Stitch Fix,SFIX,,Sell,860897107,86295000.0,4482859.0,0.098 New Relic,NEWR,,Sell,64829B100,76127000.0,1238848.0,0.087 MakeMyTrip,MMYT,,Sell,V5633W109,72761000.0,3206722.0,0.083 Jumia Technologies Ag ADR,JMIA,sponsored ads,Buy,48138M105,71426000.0,9007098.0,0.081 Fastenal,FAST,,Buy,311900104,70269000.0,2150877.0,0.08 Coca Cola,KO,,Buy,191216100,62838000.0,1154288.0,0.071 CH Robinson Worldwide,CHRW,,Buy,12541W209,61771000.0,728596.0,0.07 SEA Ltd ADR,SE,adr,Sell,81141R100,60334000.0,1949414.0,0.069 Petrobras Pref ADR,PBRA,sp adr non vtg,Sell,71654V101,60476000.0,4602439.0,0.069 Procter & Gamble,PG,,Buy,742718109,60225000.0,484210.0,0.068 Beigene Ltd,BGNE,sponsored adr,Buy,07725L102,59869000.0,488894.0,0.068 Baozun Spn Adr 1:1,BZUN,sponsored adr,Buy,06684L103,57303000.0,1341996.0,0.065 Exact Sciences,EXAS,,Sell,30063P105,55756000.0,616970.0,0.063 Eventbrite Inc Class A,EB,,Buy,29975E109,52213000.0,2948267.0,0.059 Moderna Inc,MRNA,,Buy,60770K107,51180000.0,3214797.0,0.058 Pepsico,PEP,,Buy,713448108,49786000.0,363137.0,0.057 Staar Surgical,STAA,,Buy,852312305,49196000.0,1908288.0,0.056 iRobot,IRBT,,Buy,462726100,47130000.0,764234.0,0.054 Codexis,CDXS,,Buy,192005106,44864000.0,3271100.0,0.051 Pacira BioSciences,PCRX,,Buy,695127100,43845000.0,1151710.0,0.05 Aerovironment,AVAV,,Buy,008073108,42615000.0,795646.0,0.048 TJX Companies,TJX,,Buy,872540109,42048000.0,754350.0,0.048 TerraForm Power,TERP,,Sell,88104R209,40827000.0,2240163.0,0.046 CarMax Inc,KMX,,Buy,143130102,40007000.0,454635.0,0.046 United Parcel Service,UPS,cl b,Buy,911312106,40646000.0,339222.0,0.046 Splunk Inc,SPLK,,Buy,848637104,39988000.0,339289.0,0.045 SOLARCITY CORP,,note 1.625 11/0,Sell,83416TAC4,38289000.0,38386000.0,0.044 IPG Photonics Corp,IPGP,,Buy,44980X109,38024000.0,280413.0,0.043 Estee Lauder 'A',EL,, ,518439104,37454000.0,188260.0,0.043 National Instruments Corp,NATI,,Buy,636518102,36593000.0,871485.0,0.042 McDonald's,MCD,,Sell,580135101,35338000.0,164591.0,0.04 Agios Pharmaceuticals,AGIO,,Buy,00847X104,35113000.0,1083694.0,0.04 Analog Devices,ADI,,Buy,032654105,34396000.0,307850.0,0.039 Trupanion,TRUP,,Buy,898202106,34186000.0,1344862.0,0.039 CyberArk Software Ltd,,,Buy,M2862V108,33550000.0,336100.0,0.038 Rubius Therapeutics Inc,RUBY,,Buy,78116T103,33290000.0,4240767.0,0.038 Blackline,BL,,Buy,09239B109,31814000.0,665419.0,0.036 2U,TWOU,,Buy,90214J101,29812000.0,1831243.0,0.034 HEICO,HEI,,Sell,422806109,30044000.0,240579.0,0.034 American Express,AXP,,Buy,025816109,26106000.0,220721.0,0.03 Ambarella,AMBA,,Buy,G037AX101,25149000.0,400246.0,0.029 Tandem Diabetes Care,TNDM,, ,875372203,25638000.0,434700.0,0.029 Unity Biotechnology Inc,UBX,, ,91381U101,23199000.0,3803014.0,0.026 Zoom Video Communications Inc,ZM,cl a, ,98980L101,22860000.0,300000.0,0.026 Benefitfocus Inc,BNFT,,Buy,08180D106,20786000.0,872967.0,0.024 Apple,AAPL,,Sell,037833100,20877000.0,93212.0,0.024 Digimarc,DMRC,,Buy,25381B101,20652000.0,528304.0,0.023 LIBERTY MEDIA CORP,,deb 4.00011/1,Buy,530715AG6,20622000.0,27773000.0,0.023 Cullen/Frost Bankers,CFR,,Buy,229899109,19923000.0,224977.0,0.023 Banco Macro ADR,BMA,spon adr b,Buy,05961W105,19661000.0,755615.0,0.022 Faro Technologies,FARO,,Buy,311642102,19517000.0,403675.0,0.022 Zuora Inc Class A,ZUO,,Buy,98983V106,17455000.0,1159768.0,0.02 Upwork Inc,UPWK,,Buy,91688F104,17345000.0,1303600.0,0.02 Spectrum Brands Holdings Inc,SPB,,New,84790A105,17698000.0,335706.0,0.02 Stratasys,SSYS,,Buy,M85548101,17419000.0,817607.0,0.02 Xylem,XYL,,Buy,98419M100,16371000.0,205609.0,0.019 Dolby Laboratories 'A',DLB,,Buy,25659T107,16962000.0,262416.0,0.019 Infosys Ltd ADR,INFY,sponsored adr,Buy,456788108,16018000.0,1408871.0,0.018 M&T Bank,MTB,, ,55261F104,15286000.0,96766.0,0.017 Ecolab,ECL,,Buy,278865100,13793000.0,69651.0,0.016 Invesco Senior Income Trust,VVR,,Sell,46131H107,13748000.0,3273300.0,0.016 Grupo Financiero Galicia ADR,GGAL,,Buy,399909100,13060000.0,1004661.0,0.015 CEVA Inc,CEVA,,Buy,157210105,12595000.0,421818.0,0.014 Axogen Inc,AXGN,,Buy,05463X106,12349000.0,989400.0,0.014 Verisk Analytics,VRSK,, ,92345Y106,12553000.0,79376.0,0.014 BanColombia Pref ADR,CIB,spon adr pref,Sell,05968L102,12716000.0,257155.0,0.014 Line Corp Sponsored Adr,LN,sponsored adr,Buy,53567X101,11433000.0,318120.0,0.013 ResTORbio Inc,TORC,, ,76133L103,11239000.0,1271387.0,0.013 Lindblad Expeditions Holdings,LIND,,Sell,535219109,11732000.0,700000.0,0.013 Farfetch,FTCH,,Buy,30744W107,11310000.0,1309051.0,0.013 Veeco Instruments,VECO,,Buy,922417100,10136000.0,867779.0,0.012 Orchard Therapeutics PLC ADR,ORTX,ads, ,68570P101,10989000.0,925000.0,0.012 Sherwin-Williams Co,SHW,, ,824348106,10769000.0,19584.0,0.012 Align Technology Inc,ALGN,, ,016255101,9236000.0,51052.0,0.011 BlackRock Floating Rate Income,BGT,,Sell,091941104,9666000.0,787770.0,0.011 Varian Medical Systems Inc,VAR,, ,92220P105,8627000.0,72439.0,0.01 British Amer.Tobacco - ADR,BTI,sponsored adr,Buy,110448107,8116000.0,219966.0,0.009 Evolent Health Inc A,EVH,cl a,Buy,30050B101,7794000.0,1084001.0,0.009 MRC Global,MRC,, ,55345K103,7884000.0,650000.0,0.009 Slack Technologies Inc,WORK,,New,83088V102,8098000.0,341276.0,0.009 Nucana Plc ADR,NCNA,sponsored adr, ,67022C106,5989000.0,827308.0,0.007 Adaptimmune Therapeutics ADR,ADAP,sponds adr,Buy,00653A107,6289000.0,4164807.0,0.007 Pioneer Floating Rate Trust,PHD,,Sell,72369J102,5697000.0,541036.0,0.006 SINA Corp,SINA,ord, ,G81477104,5155000.0,131550.0,0.006 Jianpu Technology Inc- ADR,JT,adr,Sell,47738D101,5213000.0,2085056.0,0.006 SUNPOWER CORP,,dbcv 4.000 1/1,Buy,867652AL3,5443000.0,5930000.0,0.006 Blue Capital Reinsurance Holdings Fund (USD),BCRHF,,Sell,G1190F107,4558000.0,618438.0,0.005 Uxin ADR,UXIN,ads, ,91818X108,4351000.0,1776100.0,0.005 Aduro Biotechnology,ADRO,,Buy,00739L101,4374000.0,4126456.0,0.005 Voya Prime Rate Trust,PPR,sh ben int, ,92913A100,3600000.0,764400.0,0.004 Hutchison China Meditech,HCM,sponsored adr, ,44842L103,3887000.0,217911.0,0.004 Kaleido Biosciences Inc,KLDO,, ,483347100,3313000.0,440000.0,0.004 Schlumberger,SLB,, ,806857108,3777000.0,110529.0,0.004 Snap Inc,SNAP,cl a, ,83304A106,2926000.0,185160.0,0.003 Sohu.com,SOHU,, ,83410S108,2033000.0,200140.0,0.002 Nuveen Senior Income Fund,NSL,,Sell,67067Y104,2174000.0,376702.0,0.002 Consolidated Edison,ED,,Sell,209115104,794000.0,8400.0,0.001 BitAuto Holdings Ltd - ADR,BITA,sponsored ads, ,091727107,816000.0,54492.0,0.001 Foamix Pharmaceuticals,FOMX,, ,M46135105,667000.0,219400.0,0.001 Acacia Research Corp,ACTG,, ,003881307,980000.0,365820.0,0.001 Korea Electric Power ADR,KEP,sponsored adr, ,500631106,1043000.0,96300.0,0.001 Aslan Pharmaceuticals ADR,ASLN,ads,Sell,04522R101,724000.0,418671.0,0.001 WEC Energy Group,WEC,,Sell,92939U106,884000.0,9300.0,0.001 Eversource Energy,ES,,Sell,30040W108,855000.0,10000.0,0.001 Blue Apron Holdings Inc,APRN,cl a, ,09523Q101,1252000.0,148506.0,0.001 Exelon Corporation,EXC,,Sell,30161N101,710000.0,14700.0,0.001 Wipro Ltd ADR,WIT,spon adr 1 sh,Buy,97651M109,575000.0,157565.0,0.001 Health Catalyst Inc,HCAT,,New,42225T107,79000.0,2492.0,0.0 Edwards Lifesciences Corp,EW,,Sell,28176E108,276000.0,1256.0,0.0 Masimo Corp,MASI,,New,574795100,65000.0,438.0,0.0 Sage Therapeutics Inc,SAGE,,New,78667J108,69000.0,490.0,0.0 Severstal GDR Reg S,,, ,818150302,148000.0,10286.0,0.0 ShockWave Medical Inc,SWAV,,New,82489T104,27000.0,891.0,0.0 Targa Resources,TRGP,, ,87612G101,104000.0,2599.0,0.0 Apollo Commercial Real Estate Finance REIT,ARI,, ,03762U105,232000.0,12100.0,0.0 Annaly Capital Man.,NLY,, ,035710409,156000.0,17762.0,0.0 Wheaton Precious Metals,WPM,,New,962879102,139000.0,5310.0,0.0 Ambev ADR,ABEV,sponsored adr,New,02319V103,12000.0,2511.0,0.0 Mobile Telesystems ADR,MBT,sponsored adr, ,607409109,171000.0,21100.0,0.0 Alector Inc,ALEC,,Sell,014442107,30000.0,2072.0,0.0 Weibo Corp SPON ADR,WB,sponsored adr,Exit,948596101,0.0,-26310.0,-0.001 Himax Technologies Adr,HIMX,sponsored adr,Exit,43289P106,0.0,-675800.0,-0.002 Rio Tinto Spn.Adr 1:1,RIO,sponsored adr,Exit,767204100,0.0,-70626.0,-0.005 Johnson & Johnson,JNJ,,Exit,478160104,0.0,-105784.0,-0.016 BRF SA-ADR,BRFS,sponsored adr,Exit,10552T107,0.0,-2022530.0,-0.016 PriceSmart,PSMT,,Exit,741511109,0.0,-373578.0,-0.02 Avangrid,AGR,,Exit,05351W103,0.0,-490110.0,-0.026 Ameren,AEE,,Exit,023608102,0.0,-356428.0,-0.028 Tableau Software Class A,DATA,cl a,Exit,87336U105,0.0,-1783410.0,-0.314 Royal Crbn.Cruises,RCL,,Exit,V7780T103,0.0,-4636301.0,-0.596