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
A10 NETWORKS COM 002121101 230 35,000 SH   SOLE   35,000 0 0
AARON'S INC COM 002535300 828 37,000 SH   SOLE   8,000 0 29,000
ABAXIS COM 002567105 130,625 2,346,000 SH   SOLE   2,144,000 0 202,000
ABBOTT LABORATORIES COM 002824100 747,439 16,643,039 SH   SOLE   5,096,910 0 11,546,129
ABBVIE INC. COM 00287Y109 69,017 1,165,045 SH   SOLE   337,445 0 827,600
ABIOMED INC. COM 003654100 510,722 5,657,090 SH   SOLE   4,575,973 0 1,081,117
ACCURAY INC. COM 004397105 58,075 8,603,700 SH   SOLE   7,398,500 0 1,205,200
ACTIVISION BLIZZARD COM 00507V109 399,230 10,313,350 SH   SOLE   1,943,050 0 8,370,300
ADOBE SYS INC COM 00724F101 3,122,952 33,244,110 SH   SOLE   5,236,729 0 28,007,381
AECOM COM 00766T100 191,533 6,378,045 SH   SOLE   3,210,600 0 3,167,445
AFFYMETRIX INC. COM 00826T108 109,958 10,897,740 SH   SOLE   7,634,440 0 3,263,300
AGILENT TECHNOLOGIES COM 00846U101 214,438 5,128,870 SH   SOLE   2,562,190 0 2,566,680
AIRBUS GROUP COM 004012250 1,236,548 18,351,417 SH   SOLE   2,513,700 0 15,837,717
ALASKA AIRGROUP INC. COM 011659109 606,941 7,538,700 SH   SOLE   864,200 0 6,674,500
ALIBABA GROUP HOLDING COM 01609W102 1,100,542 13,541,805 SH   SOLE   2,847,700 0 10,694,105
ALLEGIANT TRAVEL CO COM 01748X102 7,233 43,100 SH   SOLE   24,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,005,429 2,577,639 SH   SOLE   429,858 0 2,147,781
ALPHABET INC CLASS C COM 02079k107 1,911,762 2,519,189 SH   SOLE   415,583 0 2,103,606
AMAZON.COM INC COM 023135106 188,485 278,870 SH   SOLE   0 0 278,870
AMERICAN AIRLINES GROUP COM 02376R102 840,892 19,855,777 SH   SOLE   9,498,352 0 10,357,425
AMERICAN EXPRESS CO. COM 025816109 39,970 574,700 SH   SOLE   75,000 0 499,700
AMGEN INC. COM 031162100 4,736,339 29,177,226 SH   SOLE   4,320,324 0 24,856,902
ANALOG DEVICES COM 032654105 241,242 4,360,845 SH   SOLE   1,074,965 0 3,285,880
APPLE INC COM 037833100 109,786 1,043,000 SH   SOLE   0 0 1,043,000
APPLIED MATERIALS COM 038222105 113,565 6,082,755 SH   SOLE   2,545,700 0 3,537,055
ARBUTUS BIOPHARMA CORP COM 03879J100 13,043 2,930,982 SH   SOLE   2,930,982 0 0
ARISTA NETWORKS COM 040413106 4,709 60,500 SH   SOLE   39,300 0 21,200
ASCENA RETAIL GROUP COM 04351G101 100,157 10,168,200 SH   SOLE   8,493,000 0 1,675,200
ASML HOLDING NV COM N07059210 234,019 2,636,244 SH   SOLE   511,663 0 2,124,581
ASTRAZENECA COM 046353108 33,573 988,900 SH   SOLE   800,000 0 188,900
AT&T INC. COM 00206R102 642,881 18,682,957 SH   SOLE   1,178,773 0 17,504,184
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 3,597 377,800 SH   SOLE   367,200 0 10,600
AVIS BUDGET GROUP COM 053774105 11,976 330,000 SH   SOLE   310,000 0 20,000
AXCELIS TECHNOLOGIES COM 054540109 35,416 13,674,200 SH   SOLE   11,570,000 0 2,104,200
AXOVANT SCIENCES COM G0750W104 13,860 768,700 SH   SOLE   428,900 0 339,800
BARRACUDA NETWORKS INC COM 068323104 12,422 665,000 SH   SOLE   535,000 0 130,000
BED BATH & BEYOND INC. COM 075896100 203,700 4,221,756 SH   SOLE   547,573 0 3,674,183
BIOGEN INC. COM 09062X103 4,843,585 15,810,625 SH   SOLE   1,707,399 0 14,103,226
BIOMARIN PHARMA COM 09061G101 767,963 7,330,689 SH   SOLE   1,779,615 0 5,551,074
BLACKBERRY LTD COM 09228F103 693,458 74,726,107 SH   SOLE   42,440,450 0 32,285,657
BLUE BUFFALO COM 09531U102 17,710 946,566 SH   SOLE   293,766 0 652,800
BOEING CO. COM 097023105 293,048 2,026,750 SH   SOLE   293,450 0 1,733,300
BOOT BARN HOLDINGS COM 099406100 22,122 1,799,989 SH   SOLE   1,799,989 0 0
BOSTON SCIENTIFIC CORP COM 101137107 799,313 43,346,700 SH   SOLE   3,045,871 0 40,300,829
BOULDER BRANDS INC. COM 101405108 95,207 8,670,939 SH   SOLE   7,645,539 0 1,025,400
BROADCOM CORP COM 111320107 212,627 3,677,400 SH   SOLE   680,000 0 2,997,400
BROCADE COMM SYS COM 111621306 8,262 900,000 SH   SOLE   0 0 900,000
CABELA'S COM 126804301 3,472 74,300 SH   SOLE   0 0 74,300
CABOT CORP COM 127055101 4,088 100,000 SH   SOLE   0 0 100,000
CABOT OIL & GAS CORP COM 127097103 48,354 2,733,400 SH   SOLE   545,400 0 2,188,000
CAMERON INTL CORP. COM 13342B105 30,349 480,200 SH   SOLE   180,400 0 299,800
CARDICA INC COM 14141R101 902 6,013,500 SH   SOLE   5,315,500 0 698,000
CARMAX INC. COM 143130102 734,722 13,613,527 SH   SOLE   5,003,007 0 8,610,520
CARNIVAL CORP COM 143658300 1,221,193 22,415,430 SH   SOLE   7,002,787 0 15,412,643
CARTER'S COM 146229109 9,337 104,870 SH   SOLE   0 0 104,870
CATERPILLAR INC DEL COM 149123101 413,469 6,084,001 SH   SOLE   1,014,790 0 5,069,211
CELANESE CORP COM 150870103 82,870 1,230,800 SH   SOLE   340,000 0 890,800
CEPHEID COM 15670R107 87,942 2,407,400 SH   SOLE   2,074,800 0 332,600
CERNER CORP COM 156782104 1,203 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 47,400 7,500,000 SH   SOLE   7,500,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 133,892 2,158,854 SH   SOLE   431,429 0 1,727,425
CHARLES RIVER LAB COM 159864107 102,206 1,271,382 SH   SOLE   471,660 0 799,722
CHEGG INC COM 163092109 77,381 11,497,990 SH   SOLE   8,593,500 0 2,904,490
CHEMOURS CO COM 163851108 493 92,000 SH   SOLE   33,160 0 58,840
CHICAGO BRIDGE & IRON COM 167250109 4,679 120,000 SH   SOLE   0 0 120,000
CHUBB OLD COM 171232101 55,112 415,500 SH   SOLE   1,400 0 414,100
CIENA CORP COM 171779309 10,772 520,627 SH   SOLE   15,113 0 505,514
CIRCOR CORP COM 17273K109 16,607 394,000 SH   SOLE   343,000 0 51,000
CISCO SYSTEMS INC COM 17275R102 681,954 25,113,390 SH   SOLE   6,659,375 0 18,454,015
COMCAST CORP CABLE COM 20030N101 10,891 193,000 SH   SOLE   71,000 0 122,000
COMERICA COM 200340107 2,238 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 159,244 3,869,832 SH   SOLE   3,193,660 0 676,172
CONSTELLIUM N.V. COM N22035104 16,355 2,124,000 SH   SOLE   1,016,600 0 1,107,400
CONTROLADORA VUELA COMPANIA DE COM 21240E105 2,694 157,000 SH   SOLE   16,000 0 141,000
CORNING INC COM 219350105 353,658 19,346,700 SH   SOLE   2,514,550 0 16,832,150
COVANTA HOLDINGS CORP COM 22282E102 2,649 171,000 SH   SOLE   0 0 171,000
CRAY INC COM 225223304 68,130 2,099,525 SH   SOLE   1,424,150 0 675,375
CREE INC. COM 225447101 248,928 9,333,641 SH   SOLE   4,200,181 0 5,133,460
CROWN HOLDINGS INC. COM 228368106 5,288 104,300 SH   SOLE   2,700 0 101,600
CSX CORP. COM 126408103 118,477 4,565,600 SH   SOLE   667,300 0 3,898,300
CURTISS WRIGHT COM 231561101 89,369 1,304,650 SH   SOLE   598,400 0 706,250
CVS HEALTH CORP COM 126650100 346,601 3,545,070 SH   SOLE   636,510 0 2,908,560
DEERE & CO COM 244199105 337,916 4,430,519 SH   SOLE   998,419 0 3,432,100
DELTA AIR LINES DEL COM 247361702 938,583 18,516,130 SH   SOLE   5,995,160 0 12,520,970
DESCARTES SYS GRP INC COM 249906108 99,819 4,971,090 SH   SOLE   283,290 0 4,687,800
DIEBOLD COM 253651103 19,589 651,000 SH   SOLE   570,000 0 81,000
DIGIMARC COM 25381B101 10,004 274,000 SH   SOLE   269,000 0 5,000
DISCOVER FIN SVCS COM 254709108 133,487 2,489,500 SH   SOLE   702,500 0 1,787,000
DISNEY WALT CO. COM 254687106 705,066 6,709,799 SH   SOLE   689,950 0 6,019,849
DOW CHEMICAL CO. COM 260543103 78,515 1,525,150 SH   SOLE   765,275 0 759,875
DREAM WORKS ANIMATION COM 26153C103 301,411 11,696,200 SH   SOLE   8,557,500 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 32,221 483,800 SH   SOLE   189,600 0 294,200
DYAX CORP. COM 26746E103 394,365 10,482,860 SH   SOLE   7,669,720 0 2,813,140
E TRADE FINANCIAL COM 269246401 185,410 6,255,400 SH   SOLE   4,355,700 0 1,899,700
EBAY INC. COM 278642103 215,897 7,856,500 SH   SOLE   3,520,400 0 4,336,100
EDWARDS LIFE COM 28176E108 44,229 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 118,807 1,728,850 SH   SOLE   613,700 0 1,115,150
ELLIE MAE COM 28849P100 233,966 3,884,550 SH   SOLE   3,546,200 0 338,350
EMC CORP/MASS COM 268648102 860,212 33,497,333 SH   SOLE   6,548,815 0 26,948,518
ENCANA CORP. COM 292505104 2,850 560,000 SH   SOLE   0 0 560,000
ENSCO PLC COM G3157S106 2,206 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 69,358 5,226,650 SH   SOLE   507,516 0 4,719,134
EOG RESOURCES INC. COM 26875P101 181,272 2,560,700 SH   SOLE   210,275 0 2,350,425
EPIZYME COM 29428V104 84,035 5,245,627 SH   SOLE   4,779,127 0 466,500
ERICSSON COM 294821608 718,760 74,792,904 SH   SOLE   22,868,200 0 51,924,704
ESTERLINE TECHNOLOGIES COM 297425100 9,180 113,331 SH   SOLE   57,700 0 55,631
EXACT SCIENCE CORP COM 30063p105 28,579 3,096,300 SH   SOLE   2,555,000 0 541,300
EXPEDITORS INTL OF WASH COM 302130109 53,642 1,189,400 SH   SOLE   170,000 0 1,019,400
EXXON MOBIL CORP. COM 30231G102 61,519 789,212 SH   SOLE   95,000 0 694,212
F5 NETWORKS INC COM 315616102 73,447 757,500 SH   SOLE   492,100 0 265,400
FARO TECHNOLOGIES INC. COM 311642102 53,343 1,807,000 SH   SOLE   1,507,322 0 299,678
FEDEX CORP COM 31428X106 2,196,945 14,745,589 SH   SOLE   1,368,032 0 13,377,557
FEI COMPANY COM 30241L109 62,316 781,000 SH   SOLE   379,300 0 401,700
FLEX PHARMA COM 33938A105 5,470 439,375 SH   SOLE   214,875 0 224,500
FLEXTRONICS INTL LTD COM Y2573F102 546,003 48,706,805 SH   SOLE   18,297,372 0 30,409,433
FLUIDIGM CORP. COM 34385P108 46,120 4,266,432 SH   SOLE   2,871,132 0 1,395,300
FORMFACTOR INC COM 346375108 74,006 8,222,918 SH   SOLE   1,796,718 0 6,426,200
FRANCESCA'S HOLDINGS COM 351793104 2,740 157,400 SH   SOLE   20,300 0 137,100
FRANK'S INTERNATIONAL COM N33462107 5,546 332,300 SH   SOLE   70,000 0 262,300
GARMIN LIMITED COM H2906T109 27,859 749,500 SH   SOLE   317,000 0 432,500
GILDAN ACTIVEWEAR COM 375916103 101,792 3,581,700 SH   SOLE   944,600 0 2,637,100
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 171,499 4,250,285 SH   SOLE   475,885 0 3,774,400
GREIF CL A COM 397624107 5,866 190,400 SH   SOLE   65,000 0 125,400
GREIF CL B COM 397624206 1,582 37,000 SH   SOLE   0 0 37,000
GUIDANCE SOFTWARE COM 401692108 27,604 4,585,315 SH   SOLE   3,000,915 0 1,584,400
HAWAIIAN HOLDINGS INC. COM 419879101 22,417 634,500 SH   SOLE   604,500 0 30,000
HERTZ GLOBAL HLDS COM 42805T105 65,299 4,588,800 SH   SOLE   732,800 0 3,856,000
HEWLETT PACKARD ENTERPRISE COM 42824C109 771,167 50,734,665 SH   SOLE   11,793,006 0 38,941,659
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 9,930 464,000 SH   SOLE   0 0 464,000
HONEYWELL INTL. INC. COM 438516106 504,920 4,875,155 SH   SOLE   405,365 0 4,469,790
HP INC. COM 40434L105 675,888 57,085,165 SH   SOLE   13,628,131 0 43,457,034
IDEX CORP COM 45167R104 100,980 1,318,110 SH   SOLE   377,340 0 940,770
ILLUMINA INC COM 452327109 417,323 2,174,180 SH   SOLE   655,310 0 1,518,870
IMMUNOGEN COM 45253H101 174,612 12,867,483 SH   SOLE   10,598,804 0 2,268,679
INSULET CORP. COM 45784P101 196,448 5,195,669 SH   SOLE   4,791,177 0 404,492
INTEL CORP COM 458140100 1,030,233 29,905,160 SH   SOLE   5,950,867 0 23,954,293
INTUIT INC COM 461202103 700,708 7,261,225 SH   SOLE   883,525 0 6,377,700
JABIL CIRCUIT COM 466313103 95,255 4,089,950 SH   SOLE   2,075,350 0 2,014,600
JACOBS ENGR GROUP DEL COM 469814107 328,554 7,832,030 SH   SOLE   3,640,913 0 4,191,117
JET BLUE AIRWAYS COM 477143101 455,435 20,107,514 SH   SOLE   9,889,351 0 10,218,163
JOHNSON & JOHNSON COM 478160104 1,083,035 10,543,562 SH   SOLE   2,072,975 0 8,470,587
JPMORGAN CHASE & CO. COM 46625H100 944,231 14,300,031 SH   SOLE   4,816,282 0 9,483,749
KELLOGG CO. COM 487836108 5,059 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 170,929 6,033,481 SH   SOLE   3,724,331 0 2,309,150
KIRBY CORP. COM 497266106 31,422 597,150 SH   SOLE   421,500 0 175,650
KLA-TENCOR CORP. COM 482480100 848,507 12,235,143 SH   SOLE   2,911,438 0 9,323,705
KNOWLES CORP COM 49926D109 416 31,235 SH   SOLE   11,028 0 20,207
L BRANDS INC. COM 501797104 1,842,831 19,232,221 SH   SOLE   4,411,542 0 14,820,679
LAS VEGAS SANDS CORP. COM 517834107 95,417 2,176,481 SH   SOLE   826,481 0 1,350,000
LILLY ELI & CO COM 532457108 4,857,959 57,654,392 SH   SOLE   11,365,505 0 46,288,887
LYONDELLBASELL INDUSTRIES COM N53745100 7,326 84,300 SH   SOLE   25,000 0 59,300
MARKETAXESS HLDGS INC. COM 57060D108 111,972 1,003,420 SH   SOLE   912,220 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 8,045 120,000 SH   SOLE   0 0 120,000
MARRONE BIO INNOVATIONS COM 57165B106 3,564 3,240,200 SH   SOLE   2,441,000 0 799,200
MARSH & MCLENNAN COS. COM 571748102 944,327 17,030,251 SH   SOLE   2,356,235 0 14,674,016
MASTERCARD INC CL A COM 57636Q104 59,029 606,300 SH   SOLE   49,000 0 557,300
MATSON INC. COM 57686G105 9,795 229,761 SH   SOLE   199,761 0 30,000
MEDTRONIC PLC COM G5960L103 1,168,234 15,187,651 SH   SOLE   2,084,065 0 13,103,586
MERCK & COMPANY COM 58933Y105 147,368 2,790,000 SH   SOLE   2,440,000 0 350,000
MERCURY GENERAL CORP COM 589400100 13,114 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 724,725 51,181,144 SH   SOLE   12,063,033 0 39,118,111
MICROSOFT CORP. COM 594918104 3,297,487 59,435,593 SH   SOLE   8,530,706 0 50,904,887
MOBILEYE N.V. COM N51488117 7,486 177,050 SH   SOLE   31,019 0 146,031
MOMENTA PHARMACEUTICALS COM 60877T100 40,645 2,738,900 SH   SOLE   2,369,583 0 369,317
MONSANTO CO. COM 61166W101 1,145,827 11,630,397 SH   SOLE   1,488,873 0 10,141,524
NATIONAL OILWELL VARCO COM 637071101 50,941 1,521,095 SH   SOLE   350,150 0 1,170,945
NCI BUILDING SYSTEMS COM 628852204 7,384 595,000 SH   SOLE   530,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 333,365 19,784,286 SH   SOLE   17,475,886 0 2,308,400
NETAPP INC. COM 64110D104 1,113,001 41,952,548 SH   SOLE   12,760,086 0 29,192,462
NEUSTAR COM 64126X201 181,725 7,581,357 SH   SOLE   5,335,364 0 2,245,993
NEWELL RUBBERMAID INC COM 651229106 30,330 688,060 SH   SOLE   60,000 0 628,060
NIMBLE STORAGE COM 65440R101 2,048 222,600 SH   SOLE   222,600 0 0
NN INC COM 629337106 14,713 923,000 SH   SOLE   685,000 0 238,000
NOBLE ENERGY INC. COM 655044105 87,225 2,648,800 SH   SOLE   0 0 2,648,800
NORFOLK SOUTHERN COM 655844108 55,400 654,926 SH   SOLE   349,889 0 305,037
NORWEGIAN CRUISE LINES COM G66721104 197,977 3,378,450 SH   SOLE   2,170,450 0 1,208,000
NOVADAQ TECHNOLOGIES INC. COM 66987G102 63,459 4,981,080 SH   SOLE   4,981,080 0 0
NOVARTIS AG ADR COM 66987V109 1,786,888 20,768,108 SH   SOLE   2,334,258 0 18,433,850
NUANCE COMMUNICATIONS COM 67020Y100 277,332 13,943,300 SH   SOLE   8,069,617 0 5,873,683
NUVASIVE INC. COM 670704105 48,753 901,000 SH   SOLE   725,000 0 176,000
NVIDIA CORP. COM 67066G104 958,071 29,067,675 SH   SOLE   6,044,360 0 23,023,315
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 6,118 359,700 SH   SOLE   72,000 0 287,700
ONCOMED PHARMACEUTICALS COM 68234X102 4,323 191,800 SH   SOLE   144,901 0 46,899
ORACLE CORP. COM 68389X105 317,487 8,691,125 SH   SOLE   278,175 0 8,412,950
ORASURE TECHNOLOGIES COM 68554V108 12,564 1,950,900 SH   SOLE   1,886,900 0 64,000
PAYPAL HOLDINGS INC COM 70450Y103 241,896 6,682,200 SH   SOLE   2,390,800 0 4,291,400
PENNEY J C INC COM 708160106 3,102 465,700 SH   SOLE   0 0 465,700
PENTAIR PLC COM G7S00T104 109,268 2,206,100 SH   SOLE   284,500 0 1,921,600
PENUMBRA COM 70975L107 5,451 101,300 SH   SOLE   19,200 0 82,100
PEPSICO INC COM 713448108 44,964 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 176,894 3,302,105 SH   SOLE   1,756,205 0 1,545,900
PETRO BRASIL ADR Pref A COM 71654V101 2,363 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 1,849 430,000 SH   SOLE   0 0 430,000
PFENEX INC COM 717071104 30,101 2,431,388 SH   SOLE   2,329,000 0 102,388
PLANTRONICS INC NEW COM 727493108 233,456 4,923,150 SH   SOLE   0 0 4,923,150
POST HOLDINGS COM 737446104 740 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 120,924 7,063,333 SH   SOLE   366,474 0 6,696,859
PRAXAIR INC. COM 74005P104 178,357 1,741,770 SH   SOLE   304,170 0 1,437,600
PROGRESSIVE CORP. COM 743315103 371,434 11,680,325 SH   SOLE   2,489,500 0 9,190,825
PUBLIC SVC ENTERPRISE GRP COM 744573106 14,407 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 567,719 20,532,325 SH   SOLE   9,905,570 0 10,626,755
QUALCOMM INCORP. COM 747525103 807,500 16,154,845 SH   SOLE   3,095,070 0 13,059,775
RAMBUS INC DEL COM COM 750917106 108,069 9,324,322 SH   SOLE   894,363 0 8,429,959
RANGE RESOURCES COM 75281A109 5,446 221,300 SH   SOLE   201,000 0 20,300
REPUBLIC SVCS INC COM 760759100 16,889 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 3,827 3,645,000 SH   SOLE   2,700,000 0 945,000
RITCHIE BROS AUCTION COM 767744105 171,378 7,108,180 SH   SOLE   2,690,795 0 4,417,385
ROCHE HOLDING AG-CHF COM 007110388 2,798,073 10,147,571 SH   SOLE   1,579,300 0 8,568,271
ROCKWELL AUTOMATION COM 773903109 159,860 1,557,940 SH   SOLE   172,200 0 1,385,740
ROSS STORES INC COM 778296103 808,135 15,018,300 SH   SOLE   2,876,300 0 12,142,000
ROYAL CARIBBEAN COM V7780T103 513,924 5,077,801 SH   SOLE   2,182,501 0 2,895,300
RUCKUS WIRELESS COM 781220108 16,530 1,543,403 SH   SOLE   1,543,403 0 0
SAFRAN COM 00B058TZ6 108,877 1,580,900 SH   SOLE   157,600 0 1,423,300
SALESFORCE.COM COM 79466L302 24,889 317,460 SH   SOLE   0 0 317,460
SANDISK CORP COM 80004C101 954,594 12,562,101 SH   SOLE   4,259,440 0 8,302,661
SANOFI COM 80105N105 118,037 2,767,582 SH   SOLE   513,275 0 2,254,307
SCHLUMBERGER LTD COM 806857108 310,271 4,448,324 SH   SOLE   620,363 0 3,827,961
SCHWAB CHARLES CORP COM 808513105 1,833,820 55,688,431 SH   SOLE   11,980,424 0 43,708,007
SCHWEITZER-MAUDUIT COM 808541106 18,106 431,200 SH   SOLE   431,200 0 0
SEATTLE GENETICS COM 812578102 578,152 12,882,175 SH   SOLE   9,356,750 0 3,525,425
SENSIENT TECHNOLOGY COM 81725T100 1,885 30,000 SH   SOLE   20,000 0 10,000
SERVICESOURCE COM 81763U100 59,643 12,937,710 SH   SOLE   8,543,910 0 4,393,800
SHUTTERFLY COM 82568P304 245,687 5,513,632 SH   SOLE   4,701,727 0 811,905
SMART TECHNOLOGIES INC A COM 83172R108 1,190 4,097,346 SH   SOLE   336,042 0 3,761,304
SOLAZYME COM 83415T101 29,916 12,063,084 SH   SOLE   9,792,938 0 2,270,146
SONY CORP ADR NEW COM 835699307 1,102,574 44,801,850 SH   SOLE   18,728,800 0 26,073,050
SOUTHWEST AIRLS CO COM 844741108 3,190,245 74,088,358 SH   SOLE   12,718,846 0 61,369,512
SOUTHWESTERN ENERGY CO COM 845467109 39,840 5,603,325 SH   SOLE   1,737,425 0 3,865,900
SPIRIT AIRLINES COM 848577102 36,934 926,824 SH   SOLE   472,500 0 454,324
SPRINT CORP. COM 85207U105 100,093 27,650,000 SH   SOLE   19,430,000 0 8,220,000
STRATASYS LTD COM M85548101 77,132 3,285,000 SH   SOLE   3,175,000 0 110,000
STRYKER CORP. COM 863667101 27,464 295,500 SH   SOLE   0 0 295,500
SYMANTEC COM 871503108 3,780 180,000 SH   SOLE   0 0 180,000
TERADYNE COM 880770102 21,890 1,059,000 SH   SOLE   390,000 0 669,000
TESLA MOTORS COM 88160R101 273,363 1,138,965 SH   SOLE   334,115 0 804,850
TEXAS INSTRS. INC. COM 882508104 2,986,265 54,483,936 SH   SOLE   7,185,153 0 47,298,783
THE CME GROUP COM 12572Q105 165,613 1,827,963 SH   SOLE   730,163 0 1,097,800
THE RUBICON PROJECT COM 78112V102 39,429 2,396,900 SH   SOLE   2,279,100 0 117,800
THERMO FISHER SCIENTIFIC INC COM 883556102 765,974 5,399,890 SH   SOLE   1,130,890 0 4,269,000
THOMSON REUTERS CORP COM 884903105 7,570 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 64,586 348,004 SH   SOLE   0 0 348,004
TJX COS INC NEW COM 872540109 866,541 12,220,296 SH   SOLE   633,900 0 11,586,396
TRANSDIGM GROUP COM 893641100 13,182 57,700 SH   SOLE   2,400 0 55,300
TRANSOCEAN LTD COM H8817H100 220,982 17,849,936 SH   SOLE   4,410,332 0 13,439,604
TREX CO COM 89531P105 7,155 188,100 SH   SOLE   152,900 0 35,200
TRIBUNE MEDIA COMPANY COM 896047503 239,765 7,091,550 SH   SOLE   4,320,250 0 2,771,300
TRIBUNE PUBLISHING COM 896082104 34,521 3,744,143 SH   SOLE   3,437,118 0 307,025
TRIMBLE NAVIGATION COM 896239100 280,768 13,089,416 SH   SOLE   4,470,196 0 8,619,220
TUESDAY MORNING CORP. COM 899035505 34,330 5,281,550 SH   SOLE   3,351,780 0 1,929,770
TWITTER INC. COM 90184L102 4,963 214,480 SH   SOLE   12,200 0 202,280
TYCO INTL LTD COM G91442106 12,756 400,000 SH   SOLE   100,000 0 300,000
TYSON FOODS COM 902494103 87,461 1,640,000 SH   SOLE   695,000 0 945,000
UNION PACIFIC CORP. COM 907818108 367,571 4,700,400 SH   SOLE   40,425 0 4,659,975
UNITED CONTL HLDGS INC COM 910047109 1,115,402 19,466,000 SH   SOLE   6,375,544 0 13,090,456
UNITED PARCEL SVC INC. COM 911312106 372,699 3,872,998 SH   SOLE   539,172 0 3,333,826
UNITED TECHNOLOGIES CORP. COM 913017109 125,218 1,303,400 SH   SOLE   56,000 0 1,247,400
UNIVERSAL DISPLAY CORP COM 91347P105 64,842 1,191,075 SH   SOLE   785,525 0 405,550
US BANCORP DEL COM 902973304 165,986 3,890,000 SH   SOLE   105,175 0 3,784,825
UTi WORLDWIDE COM G87210103 24,872 3,538,000 SH   SOLE   3,174,000 0 364,000
V F CORP COM 918204108 77,227 1,240,600 SH   SOLE   150,000 0 1,090,600
VIRGIN AMERICA COM 92765X208 42,668 1,184,900 SH   SOLE   854,900 0 330,000
VISA COM 92826C839 654,491 8,439,598 SH   SOLE   2,460,556 0 5,979,042
VMWARE COM 928563402 84,942 1,501,544 SH   SOLE   724,919 0 776,625
WATERS CORP COM 941848103 87,627 651,117 SH   SOLE   191,920 0 459,197
WELLS FARGO & CO. COM 949746101 834,495 15,351,272 SH   SOLE   3,786,112 0 11,565,160
WHIRLPOOL CP COM 963320106 48,702 331,600 SH   SOLE   0 0 331,600
WORKDAY COM 98138H101 797 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 52,879 3,616,914 SH   SOLE   2,530,114 0 1,086,800
XENOPORT COM 98411C100 500 91,000 SH   SOLE   74,000 0 17,000
YAHOO! INC. COM 984332106 193,070 5,804,880 SH   SOLE   2,963,180 0 2,841,700
ZIMMER BIOMET HOLDINGS INC. COM 98956P102 54,116 527,500 SH   SOLE   64,700 0 462,800