The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ADOBE SYSTEMS INC | COM | 00724F101 | 948,189 | 11,704,596 | SH | SOLE | 8,689,259 | 0 | 3,015,337 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 1,178,538 | 6,519,546 | SH | SOLE | 5,078,475 | 0 | 1,441,071 | ||
| ALIBABA GROUP HOLDING LTD | SPONSORED ADS | 01609W102 | 1,580,196 | 19,207,433 | SH | SOLE | 13,594,423 | 0 | 5,613,010 | ||
| ANSYS INC | COM | 03662Q105 | 7,358 | 80,645 | SH | SOLE | 80,645 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068106 | 919,586 | 18,664,223 | SH | SOLE | 14,252,733 | 0 | 4,411,490 | ||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 1,163,777 | 11,176,193 | SH | SOLE | 8,241,573 | 0 | 2,934,620 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 515,193 | 4,496,359 | SH | SOLE | 3,513,825 | 0 | 982,534 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 1,930,298 | 9,696,094 | SH | SOLE | 6,911,539 | 0 | 2,784,555 | ||
| BIOGEN INC | COM | 09062X103 | 1,911,826 | 4,732,945 | SH | SOLE | 3,532,220 | 0 | 1,200,725 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,590,424 | 11,627,607 | SH | SOLE | 8,638,422 | 0 | 2,989,185 | ||
| CERNER CORP | COM | 156782104 | 1,031,456 | 14,935,655 | SH | SOLE | 11,201,812 | 0 | 3,733,843 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,093,339 | 1,807,202 | SH | SOLE | 1,407,331 | 0 | 399,871 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 330 | 12,000 | SH | SOLE | 4,800 | 0 | 7,200 | ||
| COSTAR GROUP INC | COM | 22160N109 | 10,252 | 50,940 | SH | SOLE | 50,940 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 13,516 | 97,292 | SH | SOLE | 49,592 | 0 | 47,700 | ||
| DISCOVERY COMMUNICATIONS | COM SER A | 25470F104 | 50,440 | 1,516,550 | SH | SOLE | 998,350 | 0 | 518,200 | ||
| DISCOVERY COMMUNICATIONS | COM SER C | 25470F302 | 47,249 | 1,520,250 | SH | SOLE | 998,150 | 0 | 522,100 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,336,440 | 27,242,347 | SH | SOLE | 19,536,587 | 0 | 7,705,760 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 821,004 | 19,787,998 | SH | SOLE | 14,809,293 | 0 | 4,978,705 | ||
| GOOGLE INC | CL A | 38259P508 | 1,152,520 | 2,134,139 | SH | SOLE | 1,549,216 | 0 | 584,923 | ||
| GOOGLE INC | CL C | 38259P706 | 578,001 | 1,110,451 | SH | SOLE | 790,082 | 0 | 320,369 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 17,489 | 330,420 | SH | SOLE | 330,420 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 579,141 | 2,652,228 | SH | SOLE | 1,978,684 | 0 | 673,544 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 11,738 | 137,810 | SH | SOLE | 137,810 | 0 | 0 | ||
| ISHARES | INDIA 50 ETF | 464289529 | 5,912 | 198,000 | SH | SOLE | 0 | 0 | 198,000 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 139,756 | 4,618,500 | SH | SOLE | 0 | 0 | 4,618,500 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 193,618 | 2,123,000 | SH | SOLE | 1,394,100 | 0 | 728,900 | ||
| LAS VEGAS SANDS | COM | 517834107 | 714,302 | 13,587,637 | SH | SOLE | 9,989,378 | 0 | 3,598,259 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 542,998 | 36,813,407 | SH | DFND | 28,997,181 | 0 | 7,816,226 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 1,529,116 | 7,400,262 | SH | SOLE | 5,350,067 | 0 | 2,050,195 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 302,920 | 5,576,577 | SH | SOLE | 3,677,099 | 0 | 1,899,478 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 242,573 | 1,711,880 | SH | SOLE | 1,099,890 | 0 | 611,990 | ||
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 13,605 | 477,384 | SH | SOLE | 244,235 | 0 | 233,149 | ||
| MONSANTO CO | COM | 61166W101 | 1,343,476 | 12,604,149 | SH | SOLE | 9,373,091 | 0 | 3,231,058 | ||
| NETSUITE INC | COM | 64118Q107 | 13,150 | 143,325 | SH | SOLE | 143,325 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 1,411,461 | 13,066,663 | SH | SOLE | 9,735,058 | 0 | 3,331,605 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 404,978 | 2,318,135 | SH | SOLE | 1,713,854 | 0 | 604,281 | ||
| PRICELINE GROUP INC | COM | 741503403 | 1,529,021 | 1,328,001 | SH | SOLE | 1,009,421 | 0 | 318,580 | ||
| QUNAR CAYMAN ISLANDS LTD | SPNS ADR CL B | 74906P104 | 33,278 | 776,625 | SH | SOLE | 396,025 | 0 | 380,600 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,152,222 | 4,218,968 | SH | SOLE | 3,149,335 | 0 | 1,069,633 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,748,890 | 25,116,905 | SH | SOLE | 18,335,678 | 0 | 6,781,227 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 1,358,881 | 15,766,110 | SH | SOLE | 11,749,362 | 0 | 4,016,748 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,398,607 | 42,836,362 | SH | SOLE | 31,455,607 | 0 | 11,380,755 | ||
| SOUTHWESTERN ENERGY COMPANY | COM | 845467109 | 265,064 | 11,661,425 | SH | SOLE | 9,082,995 | 0 | 2,578,430 | ||
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | 61,137 | 297,000 | SH | SOLE | 0 | 0 | 297,000 | ||
| SPLUNK INC | COM | 848637104 | 796,427 | 11,439,623 | SH | SOLE | 8,513,923 | 0 | 2,925,700 | ||
| TRIPADVISOR INC | COM | 896945201 | 6,359 | 72,975 | SH | SOLE | 72,975 | 0 | 0 | ||
| TWENTY-FIRST CENTURY FOX INC | CL A | 90130A101 | 728,564 | 22,386,366 | SH | SOLE | 17,500,441 | 0 | 4,885,925 | ||
| VISA INC | COM CL A | 92826C839 | 3,241,193 | 48,267,949 | SH | SOLE | 36,437,713 | 0 | 11,830,236 | ||
| WHOLE FOODS MARKET INC | COM | 966837106 | 619,767 | 15,714,182 | SH | SOLE | 12,228,702 | 0 | 3,485,480 | ||
| WORKDAY INC | CL A | 98138H101 | 412,278 | 5,397,010 | SH | SOLE | 3,615,710 | 0 | 1,781,300 | ||