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
AMAZON COM INC COM 023135106 167,695 386,314 SH   SOLE   261,456 11,299 113,559
ANSYS INC COM 03662Q105 267,579 2,932,696 SH   SOLE   1,984,767 85,271 862,658
BARD C R INC COM 067383109 79,203 463,988 SH   SOLE   313,757 13,514 136,717
BECTON DICKINSON & CO COM 075887109 207,576 1,465,414 SH   SOLE   989,469 42,610 433,335
CHECK POINT SOFTWARE TECH LT ORD M22465104 462,451 5,813,334 SH   SOLE   3,934,381 170,007 1,708,946
DEERE & CO COM 244199105 417,432 4,301,201 SH   SOLE   2,911,820 125,826 1,263,555
EBAY INC COM 278642103 110,651 1,836,833 SH   SOLE   1,243,507 53,733 539,593
EDWARDS LIFESCIENCES CORP COM 28176E108 280,757 1,971,195 SH   SOLE   1,335,072 57,661 578,462
GOOGLE INC CL A 38259P508 317,822 588,516 SH   SOLE   397,958 17,141 173,417
GRAINGER W W INC COM 384802104 345,192 1,458,660 SH   SOLE   986,937 42,459 429,264
INFORMATICA CORP COM 45666Q102 137,691 2,840,746 SH   SOLE   1,935,808 83,193 821,745
INGERSOLL-RAND PLC SHS G47791101 251,840 3,735,391 SH   SOLE   2,528,786 109,273 1,097,332
INTUIT COM 461202103 191,493 1,900,293 SH   SOLE   1,286,439 55,592 558,262
JD COM INC SPON ADR CL A 47215P106 9,011 264,241 SH   SOLE   264,241 0 0
JONES LANG LASALLE INC COM 48020Q107 114,829 671,517 SH   SOLE   454,247 19,607 197,663
LEJU HLDGS LTD SPONSORED ADS 50187J108 3,312 396,656 SH   SOLE   396,656 0 0
LINEAR TECHNOLOGY CORP COM 535678106 423,613 9,577,505 SH   SOLE   6,486,603 277,700 2,813,202
LINKEDIN CORP COM CL A 53578A108 140,507 679,994 SH   SOLE   460,248 19,893 199,853
MEAD JOHNSON NUTRITION CO COM 582839106 2,823 31,291 SH   SOLE   31,291 0 0
MERCADOLIBRE INC COM 58733R102 119,150 840,859 SH   SOLE   569,147 24,599 247,113
MICROSOFT CORP COM 594918104 659,931 14,947,484 SH   SOLE   10,117,782 437,361 4,392,341
MSCI INC COM 55354G100 307,209 4,991,215 SH   SOLE   3,378,613 146,034 1,466,568
NIELSEN N V COM N63218106 108,989 2,434,412 SH   SOLE   1,657,659 71,112 705,641
NIKE INC CL B 654106103 134,506 1,245,191 SH   SOLE   847,914 36,382 360,895
OPOWER INC COM 68375Y109 18,832 1,636,139 SH   SOLE   1,636,139 0 0
PRICE T ROWE GROUP INC COM 74144T108 171,168 2,202,089 SH   SOLE   1,500,689 64,234 637,166
QUALCOMM INC COM 747525103 580,401 9,267,146 SH   SOLE   6,342,438 264,851 2,659,857
SCHEIN HENRY INC COM 806407102 204,204 1,436,839 SH   SOLE   979,156 41,906 415,777
SIRONA DENTAL SYSTEMS INC COM 82966C103 401,482 3,998,027 SH   SOLE   2,699,532 116,168 1,182,327
SOLARCITY CORP COM 83416T100 12,638 236,000 SH   SOLE   236,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 24,795 120,450 SH   SOLE   20,450 0 100,000
VARIAN MED SYS INC COM 92220P105 303,202 3,595,420 SH   SOLE   2,432,081 104,980 1,058,359
WATERS CORP COM 941848103 483,090 3,762,972 SH   SOLE   2,548,416 109,093 1,105,463