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
ABAXIS COM 002567105 87,543 1,975,700 SH   SOLE   1,797,200 0 178,500
ABBOTT LABORATORIES COM 002824100 700,497 17,127,063 SH   SOLE   5,192,388 0 11,934,675
ABBVIE INC. COM 00287Y109 355,805 6,304,122 SH   SOLE   1,593,317 0 4,710,805
ABIOMED INC. COM 003654100 143,964 5,726,490 SH   SOLE   4,582,873 0 1,143,617
ACCENTURE PLC COM G1151C101 226,437 2,801,050 SH   SOLE   57,850 0 2,743,200
ACCURAY INC. COM 004397105 76,478 8,690,700 SH   SOLE   7,290,500 0 1,400,200
ACTIVISION BLIZZARD COM 00507V109 141,228 6,333,100 SH   SOLE   694,600 0 5,638,500
ADOBE SYS INC COM 00724F101 2,797,921 38,666,674 SH   SOLE   6,285,055 0 32,381,619
AECOM TECHNOLOGY CORP COM 00766T100 128,462 3,989,500 SH   SOLE   1,258,800 0 2,730,700
AFFYMETRIX INC. COM 00826T108 94,083 10,559,240 SH   SOLE   7,137,740 0 3,421,500
AGILENT TECHNOLOGIES COM 00846U101 5,268 91,717 SH   SOLE   9,800 0 81,917
AIRBUS GROUP COM 004012250 468,485 6,990,390 SH   SOLE   544,300 0 6,446,090
ALASKA AIRGROUP INC. COM 011659109 340,992 3,587,500 SH   SOLE   433,800 0 3,153,700
ALLEGIANT TRAVEL CO COM 01748X102 4,487 38,100 SH   SOLE   24,300 0 13,800
ALTERA CORP. COM 021441100 373,830 10,754,589 SH   SOLE   3,293,132 0 7,461,457
AMAZON.COM INC COM 023135106 43,699 134,550 SH   SOLE   0 0 134,550
AMERICAN AIRLINES GROUP COM 02376R102 293,238 6,825,840 SH   SOLE   4,228,050 0 2,597,790
AMERICAN EXPRESS CO. COM 025816109 70,109 739,000 SH   SOLE   122,000 0 617,000
AMGEN INC. COM 031162100 3,770,540 31,853,844 SH   SOLE   4,668,334 0 27,185,510
ANALOG DEVICES COM 032654105 238,799 4,416,485 SH   SOLE   964,855 0 3,451,630
APPLE INC COM 037833100 96,828 1,041,950 SH   SOLE   0 0 1,041,950
APPLIED MATERIALS COM 038222105 157,680 6,992,455 SH   SOLE   2,343,300 0 4,649,155
ARISTA NETWORKS COM 040413106 6,170 98,900 SH   SOLE   20,200 0 78,700
ASCENA RETAIL GROUP COM 04351G101 155,078 9,068,900 SH   SOLE   6,230,800 0 2,838,100
ASML HOLDING NV COM N07059210 327,897 3,515,563 SH   SOLE   559,042 0 2,956,521
AUDIENCE COM 05070J102 33,597 2,809,074 SH   SOLE   2,196,923 0 612,151
AVIS BUDGET GROUP COM 053774105 3,916 65,600 SH   SOLE   5,000 0 60,600
AXCELIS TECHNOLOGIES COM 054540109 18,482 9,241,100 SH   SOLE   8,126,100 0 1,115,000
BABCOCK & WILCOX CO. NEW COM 05615F102 811 25,000 SH   SOLE   0 0 25,000
BED BATH & BEYOND INC. COM 075896100 258,081 4,497,756 SH   SOLE   600,973 0 3,896,783
BIOGEN IDEC COM 09062X103 5,441,718 17,258,311 SH   SOLE   1,903,233 0 15,355,078
BIOMARIN PHARMA COM 09061G101 501,675 8,064,219 SH   SOLE   1,900,095 0 6,164,124
BLACKBERRY LTD COM 09228F103 579,761 56,617,257 SH   SOLE   27,098,800 0 29,518,457
BOEING CO. COM 097023105 375,921 2,954,660 SH   SOLE   392,100 0 2,562,560
BOISE CASCADE LLC COM 09739D100 453 15,800 SH   SOLE   0 0 15,800
BOSTON SCIENTIFIC CORP COM 101137107 618,732 48,452,019 SH   SOLE   4,278,590 0 44,173,429
BOULDER BRANDS INC. COM 101405108 53,867 3,798,805 SH   SOLE   2,713,405 0 1,085,400
BROCADE COMM SYS COM 111621306 9,200 1,000,000 SH   SOLE   0 0 1,000,000
BURLINGTON STORES COM 122017106 4,473 140,400 SH   SOLE   43,200 0 97,200
CABOT CORP COM 127055101 31,400 541,478 SH   SOLE   0 0 541,478
CABOT OIL & GAS CORP COM 127097103 89,283 2,615,200 SH   SOLE   520,400 0 2,094,800
CALLAWAY GOLF CO. COM 131193104 416 50,000 SH   SOLE   0 0 50,000
CAMERON INTL CORP. COM 13342B105 140,620 2,076,800 SH   SOLE   632,500 0 1,444,300
CANADIAN PACIFIC RAILWAY COM 13645T100 87,695 484,130 SH   SOLE   4,700 0 479,430
CARDICA INC COM 14141R101 6,661 5,842,700 SH   SOLE   5,153,700 0 689,000
CARMAX INC. COM 143130102 696,886 13,399,079 SH   SOLE   4,567,759 0 8,831,320
CARNIVAL CORP COM 143658300 771,646 20,495,235 SH   SOLE   5,945,517 0 14,549,718
CARTER'S COM 146229109 1,197 17,370 SH   SOLE   0 0 17,370
CATERPILLAR INC DEL COM 149123101 633,118 5,826,065 SH   SOLE   864,794 0 4,961,271
CELANESE CORP COM 150870103 43,775 681,000 SH   SOLE   320,000 0 361,000
CEPHEID COM 15670R107 108,114 2,255,200 SH   SOLE   1,927,200 0 328,000
CERNER CORP COM 156782104 1,032 20,000 SH   SOLE   0 0 20,000
CH ROBINSON WORLDWIDE COM 12541W209 421,435 6,606,593 SH   SOLE   1,071,497 0 5,535,096
CHARLES RIVER LAB COM 159864107 90,813 1,696,800 SH   SOLE   789,800 0 907,000
CHEGG INC COM 163092109 1,938 275,290 SH   SOLE   15,000 0 260,290
CHICAGO BRIDGE & IRON COM 167250109 13,476 197,600 SH   SOLE   0 0 197,600
CHUBB CORP. COM 171232101 398,640 4,325,050 SH   SOLE   443,900 0 3,881,150
CIENA CORP COM 171779309 13,790 636,669 SH   SOLE   23,713 0 612,956
CIRCOR CORP COM 17273K109 106,193 1,376,800 SH   SOLE   1,040,000 0 336,800
CISCO SYSTEMS INC COM 17275R102 622,999 25,070,389 SH   SOLE   6,140,500 0 18,929,889
COLFAX COM 194014106 5,404 72,500 SH   SOLE   23,500 0 49,000
COMERICA COM 200340107 34,179 681,400 SH   SOLE   447,900 0 233,500
COMSCORE COM 20564W105 150,990 4,255,632 SH   SOLE   3,530,360 0 725,272
CONTROLADORA VUELA COMPANIA DE COM 21240E105 873 97,000 SH   SOLE   16,000 0 81,000
CORNING INC COM 219350105 435,180 19,825,950 SH   SOLE   2,533,600 0 17,292,350
COSTCO WHOLESALE COM 22160K105 52,680 457,450 SH   SOLE   0 0 457,450
CREE INC. COM 225447101 405,524 8,118,591 SH   SOLE   2,451,331 0 5,667,260
CROWN HOLDINGS INC. COM 228368106 5,200 104,500 SH   SOLE   2,700 0 101,800
CSX CORP. COM 126408103 95,216 3,090,417 SH   SOLE   597,817 0 2,492,600
CUMMINS INC COM 231021106 12,829 83,150 SH   SOLE   0 0 83,150
CURTISS WRIGHT COM 231561101 117,206 1,787,774 SH   SOLE   1,155,574 0 632,200
CVS CAREMARK CORP COM 126650100 241,641 3,206,070 SH   SOLE   595,340 0 2,610,730
DEERE & CO COM 244199105 180,466 1,993,000 SH   SOLE   0 0 1,993,000
DELTA AIR LINES DEL COM 247361702 702,537 18,144,030 SH   SOLE   6,069,900 0 12,074,130
DENDREON CORP. COM 24823Q107 6,674 2,901,800 SH   SOLE   501,800 0 2,400,000
DESCARTES SYS GRP INC COM 249906108 71,599 4,992,990 SH   SOLE   315,090 0 4,677,900
DIEBOLD COM 253651103 18,920 471,000 SH   SOLE   407,000 0 64,000
DILLARDS INC CL A COM 254067101 19,334 165,800 SH   SOLE   105,600 0 60,200
DIRECTV COM STK COM 25490A309 1,190,658 14,006,090 SH   SOLE   1,289,891 0 12,716,199
DISCOVER FIN SVCS COM 254709108 61,118 986,100 SH   SOLE   360,700 0 625,400
DISNEY WALT CO. COM 254687106 760,845 8,873,864 SH   SOLE   786,365 0 8,087,499
DONALDSON INC COM 257651109 1,058 25,000 SH   SOLE   0 0 25,000
DOW CHEMICAL CO. COM 260543103 85,462 1,660,755 SH   SOLE   777,805 0 882,950
DREAM WORKS ANIMATION COM 26153C103 200,064 8,601,200 SH   SOLE   5,462,500 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 43,302 661,700 SH   SOLE   191,600 0 470,100
DYAX CORP. COM 26746E103 106,846 11,129,830 SH   SOLE   7,822,690 0 3,307,140
EBAY INC. COM 278642103 151,256 3,021,500 SH   SOLE   596,500 0 2,425,000
EDWARDS LIFE COM 28176E108 24,035 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 449,296 12,525,669 SH   SOLE   4,260,232 0 8,265,437
ELLIE MAE COM 28849P100 94,041 3,020,900 SH   SOLE   2,790,800 0 230,100
EMC CORP/MASS COM 268648102 934,444 35,476,239 SH   SOLE   6,811,431 0 28,664,808
ENCANA CORP. COM 292505104 79,852 3,367,862 SH   SOLE   640,962 0 2,726,900
ENSCO PLC COM G3157S106 7,965 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 71,914 5,233,950 SH   SOLE   521,116 0 4,712,834
EOG RESOURCES INC. COM 26875P101 594,280 5,085,400 SH   SOLE   613,200 0 4,472,200
EPIZYME COM 29428V104 36,898 1,185,662 SH   SOLE   1,010,062 0 175,600
ERICSSON COM 294821608 253,811 21,010,814 SH   SOLE   5,674,300 0 15,336,514
ESTERLINE TECHNOLOGIES COM 297425100 11,331 98,431 SH   SOLE   42,800 0 55,631
EXACT SCIENCE CORP COM 30063p105 42,427 2,491,300 SH   SOLE   2,025,000 0 466,300
EXELON CORP COM 30161N101 11,653 319,447 SH   SOLE   36,847 0 282,600
EXPEDITORS INTL OF WASH COM 302130109 76,249 1,726,642 SH   SOLE   240,000 0 1,486,642
EXXON MOBIL CORP. COM 30231G102 79,015 784,812 SH   SOLE   95,000 0 689,812
F5 NETWORKS INC COM 315616102 159,500 1,431,260 SH   SOLE   881,040 0 550,220
FARO TECHNOLOGIES INC. COM 311642102 83,922 1,708,500 SH   SOLE   1,390,222 0 318,278
FEDEX CORP COM 31428X106 2,721,055 17,974,996 SH   SOLE   1,423,039 0 16,551,957
FEI COMPANY COM 30241L109 92,973 1,024,719 SH   SOLE   368,000 0 656,719
FLEXTRONICS INTL LTD COM Y2573F102 580,330 52,423,655 SH   SOLE   18,428,322 0 33,995,333
FLUIDIGM CORP. COM 34385P108 107,349 3,651,332 SH   SOLE   2,754,232 0 897,100
FORMFACTOR INC COM 346375108 66,504 7,993,218 SH   SOLE   1,580,918 0 6,412,300
FOUNDATION MEDICINE INC COM 350465100 291 10,800 SH   SOLE   3,500 0 7,300
FRANK'S INTERNATIONAL COM N33462107 16,450 668,700 SH   SOLE   147,600 0 521,100
FREEPORT-MCMORAN, INC. COM 35671D857 266 7,300 SH   SOLE   3,200 0 4,100
GILDAN ACTIVEWEAR COM 375916103 20,841 353,950 SH   SOLE   68,950 0 285,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 275,767 5,156,449 SH   SOLE   814,649 0 4,341,800
GOOGLE CLASS A COM 38259P508 1,504,552 2,573,335 SH   SOLE   368,580 0 2,204,755
GOOGLE CLASS C COM 38259P706 1,482,402 2,576,835 SH   SOLE   372,080 0 2,204,755
GREIF CL A COM 397624107 21,221 388,947 SH   SOLE   124,747 0 264,200
GREIF CL B COM 397624206 7,043 117,581 SH   SOLE   80,581 0 37,000
GUIDANCE SOFTWARE COM 401692108 30,975 3,396,400 SH   SOLE   1,896,100 0 1,500,300
HAWAIIAN HOLDINGS INC. COM 419879101 4,319 315,000 SH   SOLE   265,000 0 50,000
HERTZ GLOBAL HLDS COM 42805T105 39,598 1,412,700 SH   SOLE   612,100 0 800,600
HEWLETT-PACKARD CO. COM 428236103 1,244,422 36,948,405 SH   SOLE   5,958,870 0 30,989,535
HONEYWELL INTL. INC. COM 438516106 873,174 9,394,015 SH   SOLE   989,068 0 8,404,947
IDEX CORP COM 45167R104 120,312 1,490,120 SH   SOLE   455,770 0 1,034,350
ILLUMINA INC COM 452327109 402,211 2,252,780 SH   SOLE   667,390 0 1,585,390
IMMUNOGEN COM 45253H101 141,280 11,922,396 SH   SOLE   9,624,917 0 2,297,479
INSULET CORP. COM 45784P101 77,672 1,957,956 SH   SOLE   1,634,556 0 323,400
INTEL CORP COM 458140100 1,003,093 32,462,551 SH   SOLE   6,378,258 0 26,084,293
INTERMUNE COM 45884X103 199,820 4,525,925 SH   SOLE   3,352,725 0 1,173,200
INTUIT INC COM 461202103 890,048 11,052,383 SH   SOLE   1,144,983 0 9,907,400
JABIL CIRCUIT COM 466313103 80,799 3,866,000 SH   SOLE   1,816,700 0 2,049,300
JACOBS ENGR GROUP DEL COM 469814107 197,766 3,711,829 SH   SOLE   1,890,395 0 1,821,434
JET BLUE AIRWAYS COM 477143101 240,095 22,128,539 SH   SOLE   10,383,376 0 11,745,163
JOHNSON & JOHNSON COM 478160104 1,280,802 12,242,420 SH   SOLE   2,408,584 0 9,833,836
KALOBIOS PHARMA COM 48344T100 10,205 4,475,700 SH   SOLE   2,017,200 0 2,458,500
KELLOGG CO. COM 487836108 53,885 820,173 SH   SOLE   268,873 0 551,300
KIRBY CORP. COM 497266106 98,994 845,089 SH   SOLE   596,789 0 248,300
KLA-TENCOR CORP. COM 482480100 629,062 8,659,996 SH   SOLE   1,821,953 0 6,838,043
L BRANDS INC. COM 501797104 1,214,541 20,704,761 SH   SOLE   4,835,259 0 15,869,502
LAS VEGAS SANDS CORP. COM 517834107 50,686 665,000 SH   SOLE   0 0 665,000
LILLY ELI & CO COM 532457108 3,550,084 57,102,840 SH   SOLE   8,884,411 0 48,218,429
LUMINEX CORP COM 55027E102 34,990 2,040,232 SH   SOLE   1,213,372 0 826,860
LYONDELLBASELL INDUSTRIES COM N53745100 17,987 184,200 SH   SOLE   50,000 0 134,200
MACY'S COM 55616P104 3,841 66,200 SH   SOLE   0 0 66,200
MARKETAXESS HLDGS INC. COM 57060D108 37,816 699,520 SH   SOLE   608,320 0 91,200
MARRONE BIO INNOVATIONS COM 57165B106 35,348 3,042,019 SH   SOLE   2,287,319 0 754,700
MARSH & MCLENNAN COS. COM 571748102 1,123,051 21,672,151 SH   SOLE   3,266,842 0 18,405,309
MASTERCARD INC CL A COM 57636Q104 63,386 862,750 SH   SOLE   104,000 0 758,750
MEDTRONIC INC COM 585055106 1,887,438 29,602,228 SH   SOLE   3,983,853 0 25,618,375
MERCURY GENERAL CORP COM 589400100 13,246 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 1,148,747 34,863,335 SH   SOLE   6,983,986 0 27,879,349
MICROSOFT CORP. COM 594918104 2,664,515 63,897,236 SH   SOLE   9,324,471 0 54,572,765
MOMENTA PHARMACEUTICALS COM 60877T100 32,261 2,670,600 SH   SOLE   2,304,283 0 366,317
MONSANTO CO. COM 61166W101 1,584,182 12,699,872 SH   SOLE   1,625,203 0 11,074,669
MOTOROLA SOLUTIONS INC COM 620076307 3,854 57,900 SH   SOLE   0 0 57,900
NATIONAL OILWELL VARCO COM 637071101 146,302 1,776,586 SH   SOLE   401,841 0 1,374,745
NCI BUILDING SYSTEMS COM 628852204 8,549 440,000 SH   SOLE   385,000 0 55,000
NEKTAR THERAPEUTICS COM 640268108 202,611 15,804,286 SH   SOLE   13,586,186 0 2,218,100
NETAPP INC. COM 64110D104 526,854 14,426,452 SH   SOLE   4,870,931 0 9,555,521
NEUSTAR COM 64126X201 97,429 3,744,401 SH   SOLE   1,176,891 0 2,567,510
NEWELL RUBBERMAID INC COM 651229106 5,053 163,060 SH   SOLE   60,000 0 103,060
NIMBLE STORAGE COM 65440R101 593 19,300 SH   SOLE   10,700 0 8,600
NN INC COM 629337106 6,983 273,000 SH   SOLE   162,000 0 111,000
NOBLE CORP COM G65431101 3,356 100,000 SH   SOLE   0 0 100,000
NOBLE ENERGY INC. COM 655044105 439,897 5,679,017 SH   SOLE   222,056 0 5,456,961
NORFOLK SOUTHERN COM 655844108 129,331 1,255,278 SH   SOLE   505,098 0 750,180
NORWEGIAN CRUISE LINES COM G66721104 16,516 521,000 SH   SOLE   425,000 0 96,000
NOVARTIS AG ADR COM 66987V109 2,158,800 23,846,236 SH   SOLE   2,602,256 0 21,243,980
NOW INC. COM 67011P100 15,527 428,813 SH   SOLE   89,234 0 339,579
NUANCE COMMUNICATIONS COM 67020Y100 288,361 15,362,844 SH   SOLE   8,231,753 0 7,131,091
NUVASIVE INC. COM 670704105 32,226 906,000 SH   SOLE   725,000 0 181,000
NVIDIA CORP. COM 67066G104 622,702 33,586,934 SH   SOLE   6,975,054 0 26,611,880
OCEANEERING INTL INC COM 675232102 10,110 129,394 SH   SOLE   0 0 129,394
ONCOMED PHARMACEUTICALS COM 68234X102 6,207 266,400 SH   SOLE   159,100 0 107,300
ORACLE CORP. COM 68389X105 421,496 10,399,600 SH   SOLE   355,400 0 10,044,200
ORASURE TECHNOLOGIES COM 68554V108 17,439 2,025,400 SH   SOLE   1,956,900 0 68,500
PALL CORP COM 696429307 21,202 248,300 SH   SOLE   40,000 0 208,300
PANERA BREAD CO. COM 69840W108 7,023 46,875 SH   SOLE   39,300 0 7,575
PENTAIR PLC COM G7S00T104 133,125 1,845,881 SH   SOLE   106,500 0 1,739,381
PEPSICO INC COM 713448108 85,034 951,800 SH   SOLE   209,200 0 742,600
PEREGRINE SEMICONDUCTOR CORP COM 71366R703 31,320 4,565,538 SH   SOLE   3,283,592 0 1,281,946
PERKIN ELMER COM 714046109 99,131 2,116,374 SH   SOLE   907,644 0 1,208,730
PETRO BRASIL ADR Pref A COM 71654V101 25,974 1,660,711 SH   SOLE   200,647 0 1,460,064
PETROLEO BRASILEIRO ADR COM 71654V408 6,291 430,000 SH   SOLE   0 0 430,000
PHARMACYCLICS INC. COM 716933106 207,503 2,313,039 SH   SOLE   1,352,339 0 960,700
PLANTRONICS INC NEW COM 727493108 235,971 4,910,950 SH   SOLE   0 0 4,910,950
POLYPORE INTERNATIONAL COM 73179V103 294,122 6,162,200 SH   SOLE   4,508,100 0 1,654,100
POTASH CORP SASK INC COM 73755L107 324,057 8,536,789 SH   SOLE   869,630 0 7,667,159
PRAXAIR INC. COM 74005P104 224,947 1,693,370 SH   SOLE   280,370 0 1,413,000
PUBLIC SVC ENTERPRISE GRP COM 744573106 15,189 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 540,037 22,087,404 SH   SOLE   10,518,689 0 11,568,715
QUALCOMM INCORP. COM 747525103 1,491,080 18,826,768 SH   SOLE   3,794,553 0 15,032,215
QUIKSILVER COM 74838C106 19,185 5,358,900 SH   SOLE   5,110,000 0 248,900
RAMBUS INC DEL COM COM 750917106 120,837 8,450,122 SH   SOLE   1,069,563 0 7,380,559
RANGE RESOURCES COM 75281A109 43,087 495,540 SH   SOLE   380,540 0 115,000
REPUBLIC SVCS INC COM 760759100 14,578 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 34,446 1,945,000 SH   SOLE   1,500,000 0 445,000
RITCHIE BROS AUCTION COM 767744105 188,460 7,645,452 SH   SOLE   2,245,417 0 5,400,035
ROCHE HOLDING AG-CHF COM 007110388 3,096,311 10,382,300 SH   SOLE   1,552,805 0 8,829,495
ROCKWELL AUTOMATION COM 773903109 353,919 2,827,730 SH   SOLE   368,780 0 2,458,950
ROSS STORES INC COM 778296103 478,870 7,241,350 SH   SOLE   1,276,300 0 5,965,050
ROYAL CARIBBEAN COM V7780T103 155,697 2,800,301 SH   SOLE   1,235,501 0 1,564,800
SAFRAN COM 00B058TZ6 20,427 312,000 SH   SOLE   80,000 0 232,000
SALESFORCE.COM COM 79466L302 11,858 204,160 SH   SOLE   0 0 204,160
SANDISK CORP COM 80004C101 908,375 8,698,415 SH   SOLE   2,633,440 0 6,064,975
SANOFI COM 80105N105 160,129 3,011,646 SH   SOLE   501,639 0 2,510,007
SCHLUMBERGER LTD COM 806857108 693,570 5,880,203 SH   SOLE   896,642 0 4,983,561
SCHWAB CHARLES CORP COM 808513105 1,698,132 63,057,255 SH   SOLE   13,748,600 0 49,308,655
SCHWEITZER-MAUDUIT COM 808541106 21,839 500,200 SH   SOLE   481,200 0 19,000
SEATTLE GENETICS COM 812578102 416,764 10,895,800 SH   SOLE   7,691,400 0 3,204,400
SERVICESOURCE COM 81763U100 44,699 7,706,700 SH   SOLE   7,500,200 0 206,500
SHUTTERFLY COM 82568P304 134,809 3,130,718 SH   SOLE   2,800,563 0 330,155
SMART TECHNOLOGIES INC A COM 83172R108 13,675 4,798,246 SH   SOLE   339,942 0 4,458,304
SOLAZYME COM 83415T101 107,415 9,118,409 SH   SOLE   6,475,413 0 2,642,996
SONY CORP ADR NEW COM 835699307 591,643 35,279,841 SH   SOLE   15,744,091 0 19,535,750
SOUTHWEST AIRLS CO COM 844741108 2,108,209 78,488,794 SH   SOLE   12,543,352 0 65,945,442
SOUTHWESTERN ENERGY CO COM 845467109 104,298 2,292,772 SH   SOLE   536,186 0 1,756,586
SPIRIT AIRLINES COM 848577102 46,660 737,824 SH   SOLE   470,500 0 267,324
STRATASYS LTD COM M85548101 132,594 1,166,890 SH   SOLE   1,023,190 0 143,700
STRYKER CORP. COM 863667101 25,675 304,500 SH   SOLE   0 0 304,500
SYMANTEC COM 871503108 464,710 20,293,002 SH   SOLE   2,427,347 0 17,865,655
TESLA MOTORS COM 88160R101 317,981 1,324,590 SH   SOLE   402,490 0 922,100
TEXAS INSTRS. INC. COM 882508104 2,744,110 57,420,166 SH   SOLE   7,729,322 0 49,690,844
THE CME GROUP COM 12572Q105 264,236 3,724,250 SH   SOLE   1,753,000 0 1,971,250
THERMO FISHER SCIENTIFIC INC COM 883556102 467,543 3,962,230 SH   SOLE   549,730 0 3,412,500
THOMSON REUTERS CORP COM 884903105 7,272 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 51,225 347,760 SH   SOLE   0 0 347,760
TJX COS INC NEW COM 872540109 666,873 12,546,996 SH   SOLE   677,500 0 11,869,496
TRANSDIGM GROUP COM 893641100 6,389 38,200 SH   SOLE   2,400 0 35,800
TRANSOCEAN LTD COM H8817H100 1,416,402 31,454,626 SH   SOLE   8,028,470 0 23,426,156
TRIBUNE COMPANY COM 896047503 269,352 3,166,985 SH   SOLE   1,914,720 0 1,252,265
TRIMBLE NAVIGATION COM 896239100 515,090 13,940,200 SH   SOLE   4,915,975 0 9,024,225
TUESDAY MORNING CORP. COM 899035505 115,528 6,483,050 SH   SOLE   4,346,500 0 2,136,550
TWITTER INC. COM 90184L102 225 5,500 SH   SOLE   5,200 0 300
UNION PACIFIC CORP. COM 907818108 484,017 4,852,300 SH   SOLE   124,600 0 4,727,700
UNITED CONTL HLDGS INC COM 910047109 736,399 17,930,335 SH   SOLE   6,126,155 0 11,804,180
UNITED PARCEL SVC INC. COM 911312106 439,327 4,279,438 SH   SOLE   693,912 0 3,585,526
UNITED TECHNOLOGIES CORP. COM 913017109 139,013 1,204,100 SH   SOLE   56,000 0 1,148,100
US BANCORP DEL COM 902973304 27,818 642,150 SH   SOLE   0 0 642,150
UTi WORLDWIDE COM G87210103 6,866 664,000 SH   SOLE   664,000 0 0
V F CORP COM 918204108 65,210 1,035,080 SH   SOLE   0 0 1,035,080
VERISIGN INC. COM 92343E102 649 13,300 SH   SOLE   13,300 0 0
VISA COM 92826C839 673,821 3,197,858 SH   SOLE   768,269 0 2,429,589
VMWARE COM 928563402 50,951 526,300 SH   SOLE   242,100 0 284,200
WATERS CORP COM 941848103 108,175 1,035,761 SH   SOLE   315,943 0 719,818
WELLS FARGO & CO. COM 949746101 704,200 13,398,029 SH   SOLE   2,531,529 0 10,866,500
WHIRLPOOL CP COM 963320106 207,027 1,487,050 SH   SOLE   230,750 0 1,256,300
WILLIS GROUP HOLDINGS COM G96666105 174,904 4,039,351 SH   SOLE   1,741,792 0 2,297,559
WORKDAY COM 98138H101 901 10,025 SH   SOLE   0 0 10,025
XENCOR COM 98401F105 19,158 1,648,700 SH   SOLE   594,000 0 1,054,700
XENOPORT COM 98411C100 502 104,000 SH   SOLE   74,000 0 30,000
XILINX INC COM 983919101 39,266 829,969 SH   SOLE   220,000 0 609,969
XOOM CORP COM 98419Q101 1,787 67,800 SH   SOLE   24,000 0 43,800
YAHOO!INC. COM 984332106 18,436 524,800 SH   SOLE   24,800 0 500,000
ZIMMER HOLDINGS INC. COM 98956P102 46,747 450,100 SH   SOLE   73,800 0 376,300