Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Alibaba Group Holding Sponsored ADR,BABA,sponsored ads,Buy,01609W102,10965684000.0,51700537.0,10.597 Amazon.Com,AMZN,,Buy,023135106,8302548000.0,4493110.0,8.023 Illumina,ILMN,,Buy,452327109,5884971000.0,17739707.0,5.687 Tesla Inc,TSLA,,Buy,88160R101,5784239000.0,13826979.0,5.59 Alphabet Inc Class C,GOOG,cap stk cl c,Buy,02079K107,3362886000.0,2515209.0,3.25 Spotify Technology SA,SPOT,,Buy,L8681T102,3248226000.0,21720001.0,3.139 Facebook Cl.A,FB,cl a,Sell,30303M102,3163849000.0,15414613.0,3.057 Netflix Inc,NFLX,,Buy,64110L106,2602776000.0,8043935.0,2.515 MercadoLibre,MELI,,Sell,58733R102,2517592000.0,4401845.0,2.433 Shopify 'A',SHOP,cl a,Sell,82509L107,2400709000.0,6038304.0,2.32 TAL Education Group ADR,TAL,,Buy,874080104,2276756000.0,47235605.0,2.2 Ferrari NV,RACE,,Sell,N3167Y103,2249779000.0,13551433.0,2.174 NVIDIA,NVDA,,Buy,67066G104,1814480000.0,7711347.0,1.753 Mastercard Inc-Class A,MA,cl a,Sell,57636Q104,1771833000.0,5934001.0,1.712 Trip.com Group Sponsored ADR,TCOM,,New,89677Q107,1541210000.0,45951406.0,1.489 TSMC ADR,TSM,sponsored adr,Sell,874039100,1511081000.0,26008292.0,1.46 Moody's Corp,MCO,,Sell,615369105,1340188000.0,5645037.0,1.295 Intuitive Surgical,ISRG,,Buy,46120E602,1287101000.0,2177284.0,1.244 Anthem Inc,ANTM,,Sell,036752103,1249590000.0,4137303.0,1.208 MarketAxess Holdings,MKTX,,Sell,57060D108,1145521000.0,3021606.0,1.107 Microsoft,MSFT,,Buy,594918104,1137180000.0,7211031.0,1.099 Dexcom Inc,DXCM,,Sell,252131107,1053298000.0,4815299.0,1.018 Alnylam Pharmaceuticals,ALNY,,Sell,02043Q107,942865000.0,8186723.0,0.911 Atlassian Corp Plc,TEAM,cl a,Buy,G06242104,913818000.0,7593631.0,0.883 Salesforce.com,CRM,,Buy,79466L302,876558000.0,5389563.0,0.847 Workday Inc,WDAY,cl a,Buy,98138H101,855675000.0,5203257.0,0.827 Visa Inc-Class A Shares,V,,Sell,92826C839,814035000.0,4332280.0,0.787 Martin Marietta Materials,MLM,,Sell,573284106,762395000.0,2726348.0,0.737 The Trade Desk,TTD,,Buy,88339J105,724039000.0,2787125.0,0.7 Thermo Fisher Scientific,TMO,,Sell,883556102,721781000.0,2221756.0,0.697 ResMed,RMD,,Sell,761152107,706468000.0,4558736.0,0.683 Novocure Ltd,NVCR,,Sell,G6674U108,674917000.0,8008982.0,0.652 NetEase.com ADR,NTES,sponsored adr,Buy,64110W102,664389000.0,2166672.0,0.642 Baidu.com Sponsored ADR,BIDU,spon adr rep a,Sell,056752108,656132000.0,5190923.0,0.634 Kirby,KEX,,Sell,497266106,653477000.0,7298977.0,0.631 AJ Gallagher & Co,AJG,,Sell,363576109,644387000.0,6766642.0,0.623 Pinduoduo Inc ADR,PDD,sponsored ads,Buy,722304102,641202000.0,16954048.0,0.62 EOG Resources,EOG,,Sell,26875P101,628980000.0,7509314.0,0.608 Markel Corp,MKL,,Sell,570535104,620285000.0,542601.0,0.599 ICICI Bank ADR,IBN,adr,Sell,45104G104,596998000.0,39562520.0,0.577 Ryanair ADR,RYAAY,sponsored adr ne,Sell,783513203,595529000.0,6797503.0,0.575 Wayfair Inc Class A,W,cl a,Buy,94419L101,558752000.0,6182928.0,0.54 Teradyne,TER,,Sell,880770102,558070000.0,8184036.0,0.539 Waters,WAT,,Sell,941848103,553616000.0,2369429.0,0.535 Chegg,CHGG,,Buy,163092109,549487000.0,14494521.0,0.531 Ionis Pharmaceuticals,IONS,,Buy,462222100,531006000.0,8790025.0,0.513 Zillow Group Inc Class C,Z,cl c cap stk,Sell,98954M200,519275000.0,11303348.0,0.502 Mettler-Toledo,MTD,,Buy,592688105,517635000.0,652526.0,0.5 Fiat Chrysler Automobiles,FCAU,,Sell,N31738102,516207000.0,34854707.0,0.499 Service Corp.Intl.,SCI,,Sell,817565104,515686000.0,11203251.0,0.498 Seattle Genetics,SGEN,,Sell,812578102,486362000.0,4256629.0,0.47 Wix Com,WIX,,Buy,M98068105,482184000.0,3940059.0,0.466 Teladoc,TDOC,,Buy,87918A105,479901000.0,5732223.0,0.464 Grubhub Inc,GRUB,,Sell,400110102,475086000.0,9767393.0,0.459 Abiomed,ABMD,,Buy,003654100,463985000.0,2719881.0,0.448 Ritchie Bros Auctioneers (USA),RBA,,Sell,767744105,446303000.0,10390447.0,0.431 Broadridge Finl.Sltn.,BR,,Sell,11133T103,444055000.0,3594423.0,0.429 Petrobras Common ADR,PBR,sponsored adr,Buy,71654V408,438822000.0,27529606.0,0.424 Apache Corp,APA,,Sell,037411105,426680000.0,16673705.0,0.412 LendingTree,TREE,,Sell,52603B107,409963000.0,1351051.0,0.396 NIO Inc ADR,NIO,spon ads,Buy,62914V106,407509000.0,101370431.0,0.394 First Republic Bank,FRC,,Buy,33616C100,407623000.0,3470607.0,0.394 Credicorp,BAP,,Sell,G2519Y108,400417000.0,1878746.0,0.387 Vale SA ADR,VALE,adr,Buy,91912E105,391753000.0,29678200.0,0.379 Chipotle Mexican Grill,CMG,,Sell,169656105,390656000.0,466672.0,0.378 Peloton Interactive Inc,PTON,,Buy,70614W100,390241000.0,13740846.0,0.377 Itau Unibanco Holding SA-ADR,ITUB,spon adr rep pfd,Buy,465562106,383521000.0,41914865.0,0.371 TD Ameritrade Holding Corp,AMTD,,Sell,87236Y108,358109000.0,7205416.0,0.346 SiteOne Landscape Supply,SITE,,Sell,82982L103,346095000.0,3817917.0,0.334 Copa Holdings S A,CPA,cl a,Buy,P31076105,340211000.0,3147771.0,0.329 Interactive Brokers Group,IBKR,,Sell,45841N107,337511000.0,7239630.0,0.326 Albemarle Corp,ALB,,Buy,012653101,324371000.0,4441007.0,0.313 Stericycle Inc,SRCL,,Sell,858912108,319844000.0,5012431.0,0.309 Roku,ROKU,,Buy,77543R102,316952000.0,2367078.0,0.306 Axon Enterprise Inc,AXON,,Sell,05464C101,306963000.0,4188918.0,0.297 Wabtec,WAB,,Sell,929740108,295364000.0,3796440.0,0.285 Watsco Inc,WSO,,Buy,942622200,288684000.0,1602471.0,0.279 58.Com Inc Adr,WUBA,spon adr rep a,Sell,31680Q104,287738000.0,4445209.0,0.278 Jefferies Financial Group Inc,JEF,,Sell,47233W109,277854000.0,13002025.0,0.269 Banco Bradesco Pn ADR,BBD,sp adr pfd new,Buy,059460303,259007000.0,28939290.0,0.25 Autohome Inc - ADR,ATHM,sp adr rp cl a,Sell,05278C107,255892000.0,3198251.0,0.247 CoStar Group,CSGP,,Buy,22160N109,245622000.0,410532.0,0.237 Myriad Genetics Inc,MYGN,,Sell,62855J104,244122000.0,8965178.0,0.236 Howard Hughes,HHC,,Sell,44267D107,204029000.0,1609058.0,0.197 Glaukos Corp,GKOS,,Buy,377322102,194844000.0,3577069.0,0.188 Alphabet Inc Class A,GOOGL,cap stk cl a,Buy,02079K305,190906000.0,142532.0,0.184 Tencent Music Entertainment ADR,TME,sponsored ads,Buy,88034P109,189696000.0,16158076.0,0.183 JD.Com Inc - ADR,JD,spon adr cl a,Buy,47215P106,176189000.0,5001092.0,0.17 Redfin,RDFN,,Buy,75737F108,169158000.0,8001769.0,0.163 Zoom Video Communications Inc,ZM,cl a,Buy,98980L101,167606000.0,2463345.0,0.162 Zillow Group Inc Class A,ZG,cl a,Buy,98954M101,165194000.0,3611583.0,0.16 Penumbra Inc,PEN,,Sell,70975L107,159855000.0,973126.0,0.154 Lyft Inc Class A Common,LYFT,,Buy,55087P104,158519000.0,3684762.0,0.153 Cemex ADR,CX,spon adr new,Buy,151290889,155607000.0,41165977.0,0.15 Yext Inc,YEXT,,Buy,98585N106,152657000.0,10586492.0,0.148 Chewy Inc,CHWY,cl a,Buy,16679L109,151636000.0,5228809.0,0.147 HDFC Bank ADR,HDB,,Sell,40415F101,150668000.0,2377579.0,0.146 Fortive Corp,FTV,,Buy,34959J108,148791000.0,1947780.0,0.144 Appian Corp,APPN,cl a,Buy,03782L101,136736000.0,3578540.0,0.132 Denali Therapeutics,DNLI,,Buy,24823R105,132221000.0,7590247.0,0.128 Zai Lab ADR,ZLAB,adr,Sell,98887Q104,126421000.0,3039700.0,0.122 Stitch Fix,SFIX,,Buy,860897107,121228000.0,4724391.0,0.117 Now Inc/DE,DNOW,,Sell,67011P100,118236000.0,10519170.0,0.114 HEICO 'A',HEIA,cl a,Buy,422806208,110944000.0,1239184.0,0.107 Activision Blizzard Inc,ATVI,,Sell,00507V109,109923000.0,1849922.0,0.106 Anaplan Inc Common,PLAN,, ,03272L108,98074000.0,1871644.0,0.095 New Relic,NEWR,,Buy,64829B100,86060000.0,1309695.0,0.083 SEA Ltd ADR,SE,adr,Buy,81141R100,82195000.0,2043646.0,0.079 Fastenal,FAST,,Sell,311900104,79275000.0,2145502.0,0.077 MakeMyTrip,MMYT,,Buy,V5633W109,75725000.0,3306787.0,0.073 Petrobras Pref ADR,PBRA,sp adr non vtg,Buy,71654V101,70777000.0,4743773.0,0.068 Staar Surgical,STAA,,Buy,852312305,68334000.0,1942929.0,0.066 Moderna Inc,MRNA,,Buy,60770K107,66820000.0,3416113.0,0.065 Exact Sciences,EXAS,,Buy,30063P105,66630000.0,720494.0,0.064 Coca Cola,KO,,Buy,191216100,64509000.0,1165472.0,0.062 Eventbrite Inc Class A,EB,,Buy,29975E109,62882000.0,3117611.0,0.061 Pacira BioSciences,PCRX,,Buy,695127100,62852000.0,1387445.0,0.061 Jumia Technologies Ag ADR,JMIA,sponsored ads,Buy,48138M105,62199000.0,9242106.0,0.06 Bluebird Bio Inc,BLUE,,Sell,09609G100,61039000.0,695608.0,0.059 Codexis,CDXS,,Buy,192005106,60570000.0,3788034.0,0.059 Procter & Gamble,PG,,Buy,742718109,60696000.0,485952.0,0.059 Splunk Inc,SPLK,,Buy,848637104,52926000.0,353377.0,0.051 Trupanion,TRUP,,Buy,898202106,51587000.0,1377130.0,0.05 Pepsico,PEP,,Buy,713448108,50477000.0,369340.0,0.049 Aerovironment,AVAV,,Buy,008073108,50484000.0,817695.0,0.049 Beigene Ltd,BGNE,sponsored adr,Sell,07725L102,47851000.0,288675.0,0.046 2U,TWOU,,Buy,90214J101,47016000.0,1959877.0,0.045 Baozun Spn Adr 1:1,BZUN,sponsored adr,Buy,06684L103,45842000.0,1384117.0,0.044 TJX Companies,TJX,,Sell,872540109,43546000.0,713166.0,0.042 IPG Photonics Corp,IPGP,,Buy,44980X109,42042000.0,290107.0,0.041 iRobot,IRBT,,Buy,462726100,41307000.0,815864.0,0.04 United Parcel Service,UPS,cl b,Buy,911312106,40199000.0,343413.0,0.039 CyberArk Software Ltd,,,Buy,M2862V108,40642000.0,348623.0,0.039 CH Robinson Worldwide,CHRW,,Sell,12541W209,40864000.0,522563.0,0.039 Rubius Therapeutics Inc,RUBY,,Buy,78116T103,40390000.0,4251470.0,0.039 Liveramp Holdings Inc,RAMP,,New,53815P108,38610000.0,803200.0,0.037 Analog Devices,ADI,,Buy,032654105,36747000.0,309220.0,0.036 National Instruments Corp,NATI,,Buy,636518102,37653000.0,889324.0,0.036 Orchard Therapeutics PLC ADR,ORTX,ads,Buy,68570P101,37675000.0,2740000.0,0.036 TerraForm Power,TERP,,Buy,88104R209,36584000.0,2377153.0,0.035 CarMax Inc,KMX,,Sell,143130102,35755000.0,407830.0,0.035 Blackline,BL,,Buy,09239B109,35384000.0,686261.0,0.034 Estee Lauder 'A',EL,,Sell,518439104,33942000.0,164334.0,0.033 McDonald's,MCD,,Buy,580135101,32953000.0,166756.0,0.032 Apple,AAPL,,Buy,037833100,27888000.0,94972.0,0.027 Banco Macro ADR,BMA,spon adr b,Buy,05961W105,27421000.0,756438.0,0.026 Unity Biotechnology Inc,UBX,, ,91381U101,27420000.0,3803014.0,0.026 Tandem Diabetes Care,TNDM,, ,875372203,25912000.0,434700.0,0.025 HEICO,HEI,,Sell,422806109,25824000.0,226236.0,0.025 Ambarella,AMBA,,Buy,G037AX101,25002000.0,412845.0,0.024 Digimarc,DMRC,,Buy,25381B101,24246000.0,722487.0,0.023 Cullen/Frost Bankers,CFR,,Buy,229899109,22482000.0,229924.0,0.022 LIBERTY MEDIA CORP,,deb 4.00011/1,Buy,530715AG6,22322000.0,34273000.0,0.022 EverQuote Inc,EVER,,New,30041R108,21543000.0,627181.0,0.021 Farfetch,FTCH,,Buy,30744W107,21184000.0,2046721.0,0.02 Faro Technologies,FARO,,Buy,311642102,21155000.0,420162.0,0.02 Benefitfocus Inc,BNFT,,Buy,08180D106,19793000.0,902162.0,0.019 Veeco Instruments,VECO,,Buy,922417100,18157000.0,1236479.0,0.018 Dolby Laboratories 'A',DLB,,Buy,25659T107,18547000.0,269588.0,0.018 Axogen Inc,AXGN,,Buy,05463X106,18457000.0,1031717.0,0.018 American Express,AXP,,Sell,025816109,18463000.0,148313.0,0.018 Xylem,XYL,,Buy,98419M100,18433000.0,233954.0,0.018 Stratasys,SSYS,,Buy,M85548101,17293000.0,855009.0,0.017 Zuora Inc Class A,ZUO,,Buy,98983V106,17198000.0,1200192.0,0.017 Infosys Ltd ADR,INFY,sponsored adr,Buy,456788108,16531000.0,1601807.0,0.016 Grupo Financiero Galicia ADR,GGAL,,Buy,399909100,16621000.0,1024111.0,0.016 Line Corp Sponsored Adr,LN,sponsored adr,Sell,53567X101,15490000.0,316052.0,0.015 BanColombia Pref ADR,CIB,spon adr pref, ,05968L102,14090000.0,257155.0,0.014 Upwork Inc,UPWK,,Buy,91688F104,14322000.0,1342300.0,0.014 M&T Bank,MTB,,Sell,55261F104,14850000.0,87482.0,0.014 Ecolab,ECL,,Sell,278865100,12226000.0,63346.0,0.012 Align Technology Inc,ALGN,,Sell,016255101,12592000.0,45125.0,0.012 CEVA Inc,CEVA,,Buy,157210105,11894000.0,441175.0,0.011 Sherwin-Williams Co,SHW,, ,824348106,11428000.0,19584.0,0.011 Lindblad Expeditions Holdings,LIND,, ,535219109,11445000.0,700000.0,0.011 Verisk Analytics,VRSK,,Sell,92345Y106,10314000.0,69061.0,0.01 BlackRock Floating Rate Income,BGT,, ,091941104,10139000.0,787770.0,0.01 Slack Technologies Inc,WORK,,Buy,83088V102,10495000.0,466844.0,0.01 Invesco Senior Income Trust,VVR,,Sell,46131H107,10434000.0,2432368.0,0.01 Varian Medical Systems Inc,VAR,,Sell,92220P105,9518000.0,67021.0,0.009 British Amer.Tobacco - ADR,BTI,sponsored adr,Sell,110448107,9323000.0,219600.0,0.009 MRC Global,MRC,, ,55345K103,8866000.0,650000.0,0.009 Vir Biotechnology Inc,VIR,,New,92764N102,6287000.0,500000.0,0.006 Pioneer Floating Rate Trust,PHD,, ,72369J102,5935000.0,541036.0,0.006 SUNPOWER CORP,,dbcv 4.000 1/1,Buy,867652AL3,5175000.0,6160000.0,0.005 Nucana Plc ADR,NCNA,sponsored adr, ,67022C106,5046000.0,827308.0,0.005 SINA Corp,SINA,ord, ,G81477104,5253000.0,131550.0,0.005 Hutchison China Meditech,HCM,sponsored adr, ,44842L103,5463000.0,217911.0,0.005 Adaptimmune Therapeutics ADR,ADAP,sponds adr,Buy,00653A107,5145000.0,4287545.0,0.005 Aduro Biotechnology,ADRO,,Buy,00739L101,4995000.0,4232256.0,0.005 Blue Capital Reinsurance Holdings Fund (USD),BCRHF,, ,G1190F107,4242000.0,618438.0,0.004 Schlumberger,SLB,,Sell,806857108,3999000.0,99477.0,0.004 Uxin ADR,UXIN,ads, ,91818X108,4014000.0,1776100.0,0.004 StoneCo,STNE,,New,G85158106,4396000.0,110200.0,0.004 Voya Prime Rate Trust,PPR,sh ben int, ,92913A100,3830000.0,764400.0,0.004 Jianpu Technology Inc- ADR,JT,adr, ,47738D101,3107000.0,2085056.0,0.003 Snap Inc,SNAP,cl a, ,83304A106,3024000.0,185160.0,0.003 ResTORbio Inc,TORC,, ,76133L103,1895000.0,1271387.0,0.002 Kaleido Biosciences Inc,KLDO,, ,483347100,2208000.0,440000.0,0.002 Sohu.com,SOHU,, ,83410S108,2238000.0,200140.0,0.002 Nuveen Senior Income Fund,NSL,, ,67067Y104,2245000.0,376702.0,0.002 Blue Apron Holdings Inc,APRN,cl a, ,09523Q101,977000.0,148506.0,0.001 WEC Energy Group,WEC,,Buy,92939U106,896000.0,9720.0,0.001 Consolidated Edison,ED,,Buy,209115104,798000.0,8820.0,0.001 Exelon Corporation,EXC,,Buy,30161N101,709000.0,15550.0,0.001 Wipro Ltd ADR,WIT,spon adr 1 sh,Buy,97651M109,744000.0,198489.0,0.001 Foamix Pharmaceuticals,FOMX,, ,M46135105,730000.0,219400.0,0.001 Eversource Energy,ES,,Buy,30040W108,889000.0,10450.0,0.001 Korea Electric Power ADR,KEP,sponsored adr,Buy,500631106,1151000.0,97300.0,0.001 Ameren,AEE,,New,023608102,545000.0,7100.0,0.001 Acacia Research Corp,ACTG,, ,003881307,973000.0,365820.0,0.001 Targa Resources,TRGP,, ,87612G101,106000.0,2599.0,0.0 Severstal GDR Reg S,,, ,818150302,156000.0,10286.0,0.0 Annaly Capital Man.,NLY,, ,035710409,167000.0,17762.0,0.0 Wheaton Precious Metals,WPM,, ,962879102,158000.0,5310.0,0.0 Alector Inc,ALEC,, ,014442107,36000.0,2072.0,0.0 Health Catalyst Inc,HCAT,, ,42225T107,86000.0,2492.0,0.0 Mobile Telesystems ADR,MBT,sponsored adr, ,607409109,214000.0,21100.0,0.0 BitAuto Holdings Ltd - ADR,BITA,sponsored ads,Sell,091727107,249000.0,16750.0,0.0 ShockWave Medical Inc,SWAV,, ,82489T104,39000.0,891.0,0.0 Agios Pharmaceuticals,AGIO,,Sell,00847X104,82000.0,1709.0,0.0 Apollo Commercial Real Estate Finance REIT,ARI,, ,03762U105,221000.0,12100.0,0.0 Edwards Lifesciences Corp,EW,, ,28176E108,293000.0,1256.0,0.0 Ambev ADR,ABEV,sponsored adr,Sell,02319V103,11000.0,2458.0,0.0 Sage Therapeutics Inc,SAGE,, ,78667J108,35000.0,490.0,0.0 Masimo Corp,MASI,, ,574795100,69000.0,438.0,0.0 Aslan Pharmaceuticals ADR,ASLN,ads,Exit,04522R101,0.0,-418671.0,-0.001 Evolent Health Inc A,EVH,cl a,Exit,30050B101,0.0,-1084001.0,-0.009 Spectrum Brands Holdings Inc,SPB,,Exit,84790A105,0.0,-335706.0,-0.02 SOLARCITY CORP,,note 1.625 11/0,Exit,83416TAC4,0.0,-38386000.0,-0.044 Ctrip.com Intl Sponsored ADR,CTRP,,Exit,22943F100,0.0,-47161056.0,-1.571