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
3D SYSTEMS CORP COM 88554D205 1,006 17,000 SH   SOLE   0 0 17,000
ABAXIS COM 002567105 76,955 1,979,300 SH   SOLE   1,801,200 0 178,100
ABBOTT LABORATORIES COM 002824100 658,021 17,087,028 SH   SOLE   5,298,853 0 11,788,175
ABBVIE INC. COM 00287Y109 325,656 6,335,722 SH   SOLE   1,666,217 0 4,669,505
ABIOMED INC. COM 003654100 149,782 5,751,990 SH   SOLE   4,585,873 0 1,166,117
ACCENTURE PLC COM G1151C101 223,834 2,807,750 SH   SOLE   57,850 0 2,749,900
ACCURAY INC. COM 004397105 84,341 8,785,500 SH   SOLE   7,310,200 0 1,475,300
ACTIVISION BLIZZARD COM 00507V109 129,819 6,351,204 SH   SOLE   717,904 0 5,633,300
ADOBE SYS INC COM 00724F101 2,573,672 39,149,254 SH   SOLE   6,652,035 0 32,497,219
AECOM TECHNOLOGY CORP COM 00766T100 124,498 3,869,990 SH   SOLE   1,169,390 0 2,700,600
AFFYMETRIX INC. COM 00826T108 76,224 10,690,540 SH   SOLE   7,269,040 0 3,421,500
AGILENT TECHNOLOGIES COM 00846U101 5,257 94,009 SH   SOLE   12,092 0 81,917
AIRBUS GROUP COM 004012250 476,310 6,650,390 SH   SOLE   529,300 0 6,121,090
AKAMAI TECHNOLOGIES COM 00971T101 4,773 82,000 SH   SOLE   80,000 0 2,000
ALASKA AIRGROUP INC. COM 011659109 335,468 3,595,200 SH   SOLE   441,500 0 3,153,700
ALLEGIANT TRAVEL CO COM 01748X102 4,265 38,100 SH   SOLE   24,300 0 13,800
ALTERA CORP. COM 021441100 361,984 9,988,532 SH   SOLE   2,984,232 0 7,004,300
AMAZON.COM INC COM 023135106 47,544 141,350 SH   SOLE   0 0 141,350
AMERICAN AIRLINES GROUP COM 02376R102 239,223 6,536,140 SH   SOLE   4,238,500 0 2,297,640
AMERICAN EXPRESS CO. COM 025816109 66,532 739,000 SH   SOLE   122,000 0 617,000
AMGEN INC. COM 031162100 3,966,830 32,161,744 SH   SOLE   4,912,934 0 27,248,810
ANALOG DEVICES COM 032654105 234,025 4,403,935 SH   SOLE   957,305 0 3,446,630
APPLE INC COM 037833100 78,820 146,850 SH   SOLE   0 0 146,850
APPLIED MATERIALS COM 038222105 144,194 7,061,423 SH   SOLE   2,412,268 0 4,649,155
ASCENA RETAIL GROUP COM 04351G101 120,120 6,951,400 SH   SOLE   4,083,700 0 2,867,700
ASML HOLDING NV COM N07059210 370,495 3,968,453 SH   SOLE   799,477 0 3,168,976
AUDIENCE COM 05070J102 33,426 2,674,074 SH   SOLE   2,200,523 0 473,551
AVIS BUDGET GROUP COM 053774105 3,195 65,600 SH   SOLE   5,000 0 60,600
AXCELIS TECHNOLOGIES COM 054540109 11,315 5,262,606 SH   SOLE   4,433,119 0 829,487
BABCOCK & WILCOX CO. NEW COM 05615F102 830 25,000 SH   SOLE   0 0 25,000
BED BATH & BEYOND INC. COM 075896100 312,060 4,535,756 SH   SOLE   638,073 0 3,897,683
BIOGEN IDEC COM 09062X103 5,353,369 17,502,106 SH   SOLE   2,020,953 0 15,481,153
BIOMARIN PHARMA COM 09061G101 556,847 8,163,719 SH   SOLE   1,996,195 0 6,167,524
BLACKBERRY LTD COM 09228F103 443,293 54,863,039 SH   SOLE   26,273,182 0 28,589,857
BOEING CO. COM 097023105 375,674 2,993,660 SH   SOLE   420,100 0 2,573,560
BOISE CASCADE LLC COM 09739D100 453 15,800 SH   SOLE   0 0 15,800
BOSTON SCIENTIFIC CORP COM 101137107 667,237 49,351,819 SH   SOLE   5,171,990 0 44,179,829
BOULDER BRANDS, INC. COM 101405108 84,039 4,769,505 SH   SOLE   3,313,405 0 1,456,100
BROCADE COMM SYS COM 111621306 12,573 1,185,000 SH   SOLE   0 0 1,185,000
BURLINGTON STORES COM 122017106 5,505 186,500 SH   SOLE   50,300 0 136,200
CABOT CORP COM 127055101 36,409 616,478 SH   SOLE   0 0 616,478
CABOT OIL & GAS CORP COM 127097103 81,996 2,420,200 SH   SOLE   500,400 0 1,919,800
CALLAWAY GOLF CO. COM 131193104 9,696 948,771 SH   SOLE   303,102 0 645,669
CAMERON INTL CORP. COM 13342B105 132,360 2,142,788 SH   SOLE   643,300 0 1,499,488
CANADIAN PACIFIC RAILWAY COM 13645T100 72,828 484,130 SH   SOLE   4,700 0 479,430
CARDICA INC COM 14141R101 2,574 2,599,600 SH   SOLE   1,976,600 0 623,000
CARMAX INC. COM 143130102 634,102 13,549,193 SH   SOLE   4,770,101 0 8,779,092
CARNIVAL CORP COM 143658300 783,344 20,690,535 SH   SOLE   6,129,517 0 14,561,018
CARTER'S COM 146229109 5,231 67,370 SH   SOLE   0 0 67,370
CATERPILLAR INC DEL COM 149123101 584,820 5,885,275 SH   SOLE   924,004 0 4,961,271
CELANESE CORP COM 150870103 37,858 682,000 SH   SOLE   320,000 0 362,000
CEPHEID COM 15670R107 117,107 2,270,400 SH   SOLE   1,933,100 0 337,300
CERNER CORP COM 156782104 1,181 21,000 SH   SOLE   0 0 21,000
CH ROBINSON WORLDWIDE COM 12541W209 370,391 7,069,876 SH   SOLE   1,295,734 0 5,774,142
CHARLES RIVER LAB COM 159864107 102,445 1,697,800 SH   SOLE   789,800 0 908,000
CHEGG INC COM 163092109 1,362 194,600 SH   SOLE   7,000 0 187,600
CHICAGO BRIDGE & IRON COM 167250109 17,221 197,600 SH   SOLE   0 0 197,600
CHUBB CORP. COM 171232101 384,236 4,302,750 SH   SOLE   466,600 0 3,836,150
CIENA CORP COM 171779309 14,600 642,026 SH   SOLE   26,213 0 615,813
CIRCOR CORP COM 17273K109 98,386 1,341,685 SH   SOLE   1,010,400 0 331,285
CISCO SYSTEMS INC COM 17275R102 524,948 23,414,289 SH   SOLE   5,808,700 0 17,605,589
COLFAX COM 194014106 5,821 81,600 SH   SOLE   31,600 0 50,000
COMERICA COM 200340107 33,696 650,500 SH   SOLE   447,000 0 203,500
COMSCORE COM 20564W105 142,556 4,347,532 SH   SOLE   3,568,260 0 779,272
CONTROLADORA VUELA COMPANIA DE COM 21240E105 805 97,000 SH   SOLE   16,000 0 81,000
CORNING INC COM 219350105 416,049 19,983,150 SH   SOLE   2,672,900 0 17,310,250
COSTCO WHOLESALE COM 22160K105 104,214 933,150 SH   SOLE   0 0 933,150
CREE INC. COM 225447101 465,731 8,234,291 SH   SOLE   2,561,831 0 5,672,460
CROWN HOLDINGS INC. COM 228368106 4,675 104,500 SH   SOLE   2,700 0 101,800
CSX CORP. COM 126408103 37,879 1,307,517 SH   SOLE   272,817 0 1,034,700
CUMMINS INC COM 231021106 12,389 83,150 SH   SOLE   0 0 83,150
CURTISS WRIGHT COM 231561101 95,188 1,498,074 SH   SOLE   1,044,074 0 454,000
CVS CAREMARK CORP COM 126650100 241,194 3,221,930 SH   SOLE   613,200 0 2,608,730
DEERE & CO COM 244199105 180,964 1,993,000 SH   SOLE   0 0 1,993,000
DELTA AIR LINES DEL COM 247361702 636,832 18,378,980 SH   SOLE   6,324,150 0 12,054,830
DENDREON CORP. COM 24823Q107 9,178 3,069,700 SH   SOLE   503,800 0 2,565,900
DESCARTES SYS GRP INC COM 249906108 70,112 5,018,790 SH   SOLE   340,890 0 4,677,900
DIEBOLD COM 253651103 16,934 424,507 SH   SOLE   370,507 0 54,000
DILLARDS INC CL A COM 254067101 15,320 165,800 SH   SOLE   105,600 0 60,200
DIRECTV COM STK COM 25490A309 1,079,287 14,123,090 SH   SOLE   1,406,891 0 12,716,199
DISCOVER FIN SVCS COM 254709108 30,172 518,500 SH   SOLE   270,000 0 248,500
DISNEY WALT CO. COM 254687106 721,068 9,005,464 SH   SOLE   835,765 0 8,169,699
DONALDSON INC COM 257651109 6,360 150,000 SH   SOLE   0 0 150,000
DOW CHEMICAL CO. COM 260543103 79,800 1,642,305 SH   SOLE   783,805 0 858,500
DREAM WORKS ANIMATION COM 26153C103 229,944 8,660,800 SH   SOLE   5,497,700 0 3,163,100
DU PONT E.I. DE NEMOURS COM 263534109 45,641 680,200 SH   SOLE   207,900 0 472,300
DYAX CORP. COM 26746E103 106,027 11,806,990 SH   SOLE   7,949,790 0 3,857,200
EBAY INC. COM 278642103 133,482 2,416,400 SH   SOLE   668,200 0 1,748,200
EDWARDS LIFE COM 28176E108 20,768 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 483,063 16,651,587 SH   SOLE   5,822,526 0 10,829,061
ELLIE MAE COM 28849P100 84,263 2,921,735 SH   SOLE   2,741,635 0 180,100
EMC CORP/MASS COM 268648102 957,927 34,948,089 SH   SOLE   6,512,581 0 28,435,508
ENCANA CORP. COM 292505104 72,450 3,388,662 SH   SOLE   663,162 0 2,725,500
ENSCO PLC COM G3157S106 7,565 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 63,834 5,271,166 SH   SOLE   558,332 0 4,712,834
EOG RESOURCES INC. COM 26875P101 504,853 2,573,550 SH   SOLE   319,350 0 2,254,200
EPIZYME COM 29428V104 26,954 1,183,750 SH   SOLE   1,004,850 0 178,900
ERICSSON COM 294821608 252,726 18,959,214 SH   SOLE   4,753,000 0 14,206,214
ESTERLINE TECHNOLOGIES COM 297425100 4,027 37,800 SH   SOLE   17,800 0 20,000
EXELON CORP COM 30161N101 14,077 419,447 SH   SOLE   136,847 0 282,600
EXPEDITORS INTL OF WASH COM 302130109 76,527 1,931,042 SH   SOLE   241,000 0 1,690,042
EXXON MOBIL CORP. COM 30231G102 73,730 754,812 SH   SOLE   65,000 0 689,812
F5 NETWORKS INC COM 315616102 153,419 1,438,795 SH   SOLE   891,775 0 547,020
FARO TECHNOLOGIES INC. COM 311642102 83,473 1,574,958 SH   SOLE   1,263,180 0 311,778
FEDEX CORP COM 31428X106 2,500,651 18,864,296 SH   SOLE   1,578,739 0 17,285,557
FEI COMPANY COM 30241L109 105,492 1,024,000 SH   SOLE   365,500 0 658,500
FIREEYE INC COM 31816Q101 234 3,800 SH   SOLE   1,300 0 2,500
FLEXTRONICS INTL LTD COM Y2573F102 488,162 52,831,339 SH   SOLE   18,898,822 0 33,932,517
FLUIDIGM CORP. COM 34385P108 153,576 3,484,821 SH   SOLE   2,522,223 0 962,598
FORMFACTOR INC COM 346375108 51,077 7,993,218 SH   SOLE   1,580,918 0 6,412,300
FOUNDATION MEDICINE INC COM 350465100 842 26,000 SH   SOLE   5,500 0 20,500
FRANK'S INTERNATIONAL COM N33462107 15,148 611,300 SH   SOLE   126,300 0 485,000
FREEPORT-MCMORAN COPPER & GOLD COM 35671D857 241 7,300 SH   SOLE   3,200 0 4,100
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 490,374 9,177,877 SH   SOLE   1,821,460 0 7,356,417
GOOGLE INC. COM 38259P706 2,878,195 2,582,476 SH   SOLE   376,721 0 2,205,755
GREIF CL A COM 397624107 20,652 393,447 SH   SOLE   129,247 0 264,200
GREIF CL B COM 397624206 6,902 117,581 SH   SOLE   80,581 0 37,000
GUIDANCE SOFTWARE COM 401692108 35,879 3,244,000 SH   SOLE   1,752,100 0 1,491,900
HERTZ GLOBAL HLDS COM 42805T105 34,358 1,289,700 SH   SOLE   582,100 0 707,600
HEWLETT-PACKARD CO. COM 428236103 1,166,668 36,052,795 SH   SOLE   6,072,070 0 29,980,725
HONEYWELL INTL. INC. COM 438516106 897,266 9,672,989 SH   SOLE   1,098,242 0 8,574,747
IDEX CORP COM 45167R104 109,143 1,497,360 SH   SOLE   465,010 0 1,032,350
ILLUMINA INC COM 452327109 336,309 2,262,270 SH   SOLE   675,880 0 1,586,390
IMMUNOGEN COM 45253H101 189,244 12,675,427 SH   SOLE   9,650,517 0 3,024,910
INSULET CORP. COM 45784P101 93,264 1,966,756 SH   SOLE   1,634,556 0 332,200
INTEL CORP COM 458140100 808,629 31,330,051 SH   SOLE   5,885,258 0 25,444,793
INTERMUNE COM 45884X103 221,822 6,627,500 SH   SOLE   5,084,600 0 1,542,900
INTUIT INC COM 461202103 869,805 11,190,083 SH   SOLE   1,209,583 0 9,980,500
JABIL CIRCUIT COM 466313103 70,787 3,932,600 SH   SOLE   1,875,300 0 2,057,300
JACOBS ENGR GROUP DEL COM 469814107 143,435 2,258,822 SH   SOLE   898,151 0 1,360,671
JET BLUE AIRWAYS COM 477143101 198,167 22,803,989 SH   SOLE   10,816,426 0 11,987,563
JOHNSON & JOHNSON COM 478160104 1,208,326 12,300,986 SH   SOLE   2,494,919 0 9,806,067
KALOBIOS PHARMA COM 48344T100 12,714 4,691,475 SH   SOLE   2,205,100 0 2,486,375
KELLOGG CO. COM 487836108 106,837 1,703,673 SH   SOLE   421,373 0 1,282,300
KIRBY CORP. COM 497266106 92,248 911,089 SH   SOLE   663,689 0 247,400
KLA-TENCOR CORP. COM 482480100 608,531 8,801,439 SH   SOLE   2,001,896 0 6,799,543
L BRANDS INC. COM 501797104 1,139,673 20,075,267 SH   SOLE   4,895,796 0 15,179,471
LAS VEGAS SANDS CORP. COM 517834107 54,640 676,400 SH   SOLE   0 0 676,400
LILLY ELI & CO COM 532457108 3,362,655 57,129,708 SH   SOLE   9,282,779 0 47,846,929
LUMINEX CORP COM 55027E102 43,215 2,386,259 SH   SOLE   1,462,899 0 923,360
LYONDELLBASELL INDUSTRIES COM N53745100 16,854 189,500 SH   SOLE   50,000 0 139,500
MACY'S COM 55616P104 37,290 628,950 SH   SOLE   111,700 0 517,250
MARKETAXESS HLDGS INC. COM 57060D108 41,745 704,920 SH   SOLE   612,220 0 92,700
MARRONE BIO INNOVATIONS COM 57165B106 20,983 1,501,983 SH   SOLE   994,283 0 507,700
MARSH & MCLENNAN COS. COM 571748102 1,141,879 23,161,851 SH   SOLE   3,604,542 0 19,557,309
MASTERCARD INC CL A COM 57636Q104 64,746 866,750 SH   SOLE   104,000 0 762,750
MEDTRONIC INC COM 585055106 1,942,829 31,570,188 SH   SOLE   4,291,513 0 27,278,675
MERCURY GENERAL CORP COM 589400100 12,695 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 832,166 35,171,835 SH   SOLE   7,274,686 0 27,897,149
MICROSOFT CORP. COM 594918104 2,631,219 64,191,731 SH   SOLE   9,826,692 0 54,365,039
MOMENTA PHARMACEUTICALS COM 60877T100 25,157 2,159,414 SH   SOLE   1,777,697 0 381,717
MONSANTO CO. COM 61166W101 1,509,502 13,268,012 SH   SOLE   1,759,108 0 11,508,904
MOTOROLA SOLUTIONS INC COM 620076307 3,722 57,900 SH   SOLE   0 0 57,900
NATIONAL OILWELL VARCO COM 637071101 100,537 1,291,086 SH   SOLE   388,341 0 902,745
NCI BUILDING SYSTEMS COM 628852204 6,635 380,000 SH   SOLE   325,000 0 55,000
NEKTAR THERAPEUTICS COM 640268108 188,273 15,534,086 SH   SOLE   13,346,386 0 2,187,700
NETAPP INC. COM 64110D104 518,848 14,060,931 SH   SOLE   4,603,831 0 9,457,100
NEUSTAR COM 64126X201 122,904 3,780,497 SH   SOLE   1,223,687 0 2,556,810
NEWELL RUBBERMAID INC COM 651229106 1,794 60,000 SH   SOLE   60,000 0 0
NIMBLE STORAGE COM 65440R101 1,826 48,200 SH   SOLE   14,000 0 34,200
NN INC COM 629337106 1,105 56,074 SH   SOLE   0 0 56,074
NOBLE CORP COM G65431101 3,274 100,000 SH   SOLE   0 0 100,000
NOBLE ENERGY INC. COM 655044105 453,603 6,385,175 SH   SOLE   273,873 0 6,111,302
NORFOLK SOUTHERN COM 655844108 124,988 1,286,278 SH   SOLE   535,498 0 750,780
NORWEGIAN CRUISE LINES COM G66721104 14,215 440,500 SH   SOLE   425,000 0 15,500
NOVARTIS AG ADR COM 66987V109 2,041,720 24,014,586 SH   SOLE   2,770,606 0 21,243,980
NUANCE COMMUNICATIONS COM 67020Y100 265,611 15,469,461 SH   SOLE   8,404,496 0 7,064,965
NUVASIVE INC. COM 670704105 35,107 914,000 SH   SOLE   725,000 0 189,000
NVIDIA CORP. COM 67066G104 603,271 33,683,464 SH   SOLE   7,186,484 0 26,496,980
OCEANEERING INTL INC COM 675232102 9,298 129,394 SH   SOLE   0 0 129,394
ONCOMED PHARMACEUTICALS COM 68234X102 11,465 340,700 SH   SOLE   162,600 0 178,100
ORACLE CORP. COM 68389X105 494,888 12,097,000 SH   SOLE   387,600 0 11,709,400
ORASURE TECHNOLOGIES COM 68554V108 17,244 2,163,600 SH   SOLE   2,040,600 0 123,000
PACCAR INC. COM 693718108 1,551 23,000 SH   SOLE   0 0 23,000
PALL CORP COM 696429307 24,900 278,300 SH   SOLE   70,000 0 208,300
PANERA BREAD CO. COM 69840W108 8,272 46,875 SH   SOLE   39,300 0 7,575
PENTAIR LTD. COM H6169Q108 145,264 1,830,900 SH   SOLE   106,500 0 1,724,400
PEPSICO INC COM 713448108 62,358 746,800 SH   SOLE   154,200 0 592,600
PEREGRINE SEMICONDUCTOR CORP COM 71366R703 27,771 4,590,238 SH   SOLE   3,283,592 0 1,306,646
PERKIN ELMER COM 714046109 95,350 2,116,074 SH   SOLE   918,344 0 1,197,730
PETRO BRASIL ADR Pref A COM 71654V101 23,034 1,660,711 SH   SOLE   200,647 0 1,460,064
PETROLEO BRASILEIRO ADR COM 71654V408 5,654 430,000 SH   SOLE   0 0 430,000
PHARMACYCLICS INC. COM 716933106 238,598 2,380,739 SH   SOLE   1,373,439 0 1,007,300
PLANTRONICS INC NEW COM 727493108 218,292 4,910,950 SH   SOLE   0 0 4,910,950
POLYPORE INTERNATIONAL COM 73179V103 215,181 6,290,000 SH   SOLE   4,584,500 0 1,705,500
POTASH CORP SASK INC COM 73755L107 311,524 8,600,889 SH   SOLE   923,430 0 7,677,459
PRAXAIR INC. COM 74005P104 223,496 1,706,470 SH   SOLE   293,470 0 1,413,000
PUBLIC SVC ENTERPRISE GRP COM 744573106 14,203 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 468,926 22,234,504 SH   SOLE   10,686,089 0 11,548,415
QUALCOMM INCORP. COM 747525103 1,501,124 19,035,298 SH   SOLE   3,976,783 0 15,058,515
QUIKSILVER COM 74838C106 28,613 3,810,023 SH   SOLE   3,590,023 0 220,000
RAMBUS INC DEL COM COM 750917106 92,295 8,585,583 SH   SOLE   1,163,324 0 7,422,259
RANGE RESOURCES COM 75281A109 56,115 676,325 SH   SOLE   480,340 0 195,985
REPUBLIC SVCS INC COM 760759100 12,910 377,935 SH   SOLE   94,000 0 283,935
REX ENERGY CORP COM 761565100 35,643 1,905,000 SH   SOLE   1,465,000 0 440,000
RITCHIE BROS AUCTION COM 767744105 186,340 7,722,352 SH   SOLE   2,242,317 0 5,480,035
ROCHE HOLDING AG-CHF COM 007110388 3,120,488 10,411,834 SH   SOLE   1,580,939 0 8,830,895
ROCKWELL AUTOMATION COM 773903109 357,338 2,869,030 SH   SOLE   402,780 0 2,466,250
ROSS STORES INC COM 778296103 464,950 6,496,440 SH   SOLE   1,102,300 0 5,394,140
ROYAL CARIBBEAN COM V7780T103 164,662 3,018,003 SH   SOLE   1,365,201 0 1,652,802
SAFRAN COM 00B058TZ6 17,112 247,000 SH   SOLE   50,000 0 197,000
SALESFORCE.COM COM 79466L302 11,161 195,500 SH   SOLE   0 0 195,500
SANDISK CORP COM 80004C101 716,241 8,821,785 SH   SOLE   2,754,510 0 6,067,275
SANOFI COM 80105N105 129,490 2,476,856 SH   SOLE   324,649 0 2,152,207
SCHLUMBERGER LTD COM 806857108 569,644 5,842,504 SH   SOLE   862,457 0 4,980,047
SCHWAB CHARLES CORP COM 808513105 1,772,066 64,839,573 SH   SOLE   15,152,017 0 49,687,556
SCHWEITZER-MAUDUIT COM 808541106 24,072 565,200 SH   SOLE   481,200 0 84,000
SEATTLE GENETICS COM 812578102 501,479 11,007,005 SH   SOLE   7,709,300 0 3,297,705
SERVICESOURCE COM 81763U100 24,591 2,913,568 SH   SOLE   2,828,985 0 84,583
SHUTTERFLY COM 82568P304 115,942 2,716,532 SH   SOLE   2,462,577 0 253,955
SMART TECHNOLOGIES INC A COM 83172R108 23,062 4,814,546 SH   SOLE   351,742 0 4,462,804
SOLAZYME COM 83415T101 94,984 8,181,189 SH   SOLE   5,715,939 0 2,465,250
SONY CORP ADR NEW COM 835699307 625,238 32,700,741 SH   SOLE   14,539,891 0 18,160,850
SOUTHWEST AIRLS CO COM 844741108 1,870,300 79,216,421 SH   SOLE   13,235,479 0 65,980,942
SOUTHWESTERN ENERGY CO COM 845467109 104,018 2,260,772 SH   SOLE   555,186 0 1,705,586
SPIRIT AIRLINES COM 848577102 46,488 782,624 SH   SOLE   512,000 0 270,624
STRATASYS LTD COM M85548101 132,442 1,248,390 SH   SOLE   1,075,590 0 172,800
STRYKER CORP. COM 863667101 24,808 304,500 SH   SOLE   0 0 304,500
SYMANTEC COM 871503108 421,926 21,128,002 SH   SOLE   2,514,447 0 18,613,555
TESLA MOTORS COM 88160R101 278,675 1,336,890 SH   SOLE   407,690 0 929,200
TEXAS INSTRS. INC. COM 882508104 2,729,646 57,880,542 SH   SOLE   8,191,690 0 49,688,852
THE CME GROUP COM 12572Q105 290,955 3,930,757 SH   SOLE   2,191,300 0 1,739,457
THE CONTAINER STORE COM 210751103 628 18,500 SH   SOLE   5,700 0 12,800
THERMO FISHER SCIENTIFIC INC COM 883556102 428,271 3,561,800 SH   SOLE   506,800 0 3,055,000
THOMSON REUTERS CORP COM 884903105 6,840 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 47,706 347,760 SH   SOLE   0 0 347,760
TJX COS INC NEW COM 872540109 766,410 12,636,596 SH   SOLE   741,700 0 11,894,896
TRANSDIGM GROUP COM 893641100 7,075 38,200 SH   SOLE   2,400 0 35,800
TRANSOCEAN LTD COM H8817H100 1,262,630 30,542,566 SH   SOLE   7,992,675 0 22,549,891
TRIBUNE COMPANY COM 896047503 258,557 3,246,165 SH   SOLE   1,937,000 0 1,309,165
TRIMBLE NAVIGATION COM 896239100 571,302 14,697,770 SH   SOLE   5,595,445 0 9,102,325
TUESDAY MORNING CORP. COM 899035505 91,731 6,482,750 SH   SOLE   4,308,500 0 2,174,250
TWITTER INC. COM 90184L102 929 19,900 SH   SOLE   6,300 0 13,600
UNION PACIFIC CORP. COM 907818108 518,439 2,762,650 SH   SOLE   142,700 0 2,619,950
UNITED CONTL HLDGS INC COM 910047109 650,902 14,584,401 SH   SOLE   5,883,979 0 8,700,422
UNITED PARCEL SVC INC. COM 911312106 419,614 4,309,038 SH   SOLE   723,512 0 3,585,526
UNITED TECHNOLOGIES CORP. COM 913017109 140,687 1,204,100 SH   SOLE   56,000 0 1,148,100
US BANCORP DEL COM 902973304 14,665 342,150 SH   SOLE   0 0 342,150
V F CORP COM 918204108 42,232 682,480 SH   SOLE   0 0 682,480
VERISIGN INC. COM 92343E102 717 13,300 SH   SOLE   13,300 0 0
VISA COM 92826C839 776,501 3,597,243 SH   SOLE   880,729 0 2,716,514
VMWARE COM 928563402 39,870 369,100 SH   SOLE   167,000 0 202,100
WATERS CORP COM 941848103 112,807 1,040,561 SH   SOLE   332,443 0 708,118
WELLS FARGO & CO. COM 949746101 661,193 13,292,979 SH   SOLE   2,583,079 0 10,709,900
WHIRLPOOL CP COM 963320106 225,894 1,511,400 SH   SOLE   255,100 0 1,256,300
WILLIS GROUP HOLDINGS COM G96666105 181,668 4,116,651 SH   SOLE   1,819,092 0 2,297,559
WORKDAY COM 98138H101 917 10,025 SH   SOLE   0 0 10,025
XENCOR COM 98401F105 20,733 1,767,500 SH   SOLE   598,000 0 1,169,500
XENOPORT COM 98411C100 662 128,000 SH   SOLE   74,000 0 54,000
XILINX INC COM 983919101 45,042 829,969 SH   SOLE   220,000 0 609,969
YAHOO!INC. COM 984332106 20,994 584,800 SH   SOLE   84,800 0 500,000
ZIMMER HOLDINGS INC. COM 98956P102 43,242 457,200 SH   SOLE   80,900 0 376,300