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 | 921,491 | 12,462,685 | SH | SOLE | 8,954,468 | 0 | 3,508,217 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 901,904 | 5,204,296 | SH | SOLE | 3,948,530 | 0 | 1,255,766 | ||
| ALIBABA GROUP HOLDINGS LTD | SPONSORED ADS | 01609W102 | 1,643,008 | 19,738,199 | SH | SOLE | 13,758,754 | 0 | 5,979,445 | ||
| ANSYS INC | COM | 03662Q105 | 7,050 | 79,945 | SH | SOLE | 79,945 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068106 | 958,579 | 19,443,793 | SH | SOLE | 14,800,788 | 0 | 4,643,005 | ||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 1,165,515 | 11,536,330 | SH | SOLE | 8,409,476 | 0 | 3,126,854 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 571,488 | 4,786,729 | SH | SOLE | 3,644,835 | 0 | 1,141,894 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 2,130,616 | 10,223,686 | SH | SOLE | 7,161,495 | 0 | 3,062,191 | ||
| BIOGEN INC | COM | 09062X103 | 2,115,260 | 5,009,615 | SH | SOLE | 3,671,500 | 0 | 1,338,115 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,537,244 | 12,335,452 | SH | SOLE | 9,003,247 | 0 | 3,332,205 | ||
| CERNER CORP | COM | 156782104 | 1,291,562 | 17,629,838 | SH | SOLE | 13,009,908 | 0 | 4,619,930 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,251,839 | 1,924,308 | SH | SOLE | 1,459,642 | 0 | 464,666 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 330 | 12,000 | SH | SOLE | 4,800 | 0 | 7,200 | ||
| COSTAR GROUP INC | COM | 22160N109 | 6,246 | 31,575 | SH | SOLE | 31,575 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 10,152 | 72,190 | SH | SOLE | 35,890 | 0 | 36,300 | ||
| DISCOVERY COMMUNICATIONS | COM SER A | 25470F104 | 45,225 | 1,470,250 | SH | SOLE | 970,050 | 0 | 500,200 | ||
| DISCOVERY COMMUNICATIONS | COM SER C | 25470F302 | 43,294 | 1,468,850 | SH | SOLE | 969,750 | 0 | 499,100 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,335,951 | 28,412,706 | SH | SOLE | 19,965,626 | 0 | 8,447,080 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 761,735 | 20,581,868 | SH | SOLE | 15,153,188 | 0 | 5,428,680 | ||
| GOOGLE INC | CL A | 38259P508 | 1,240,156 | 2,235,723 | SH | SOLE | 1,584,776 | 0 | 650,947 | ||
| GOOGLE INC | CL C | 38259P706 | 954,089 | 1,741,038 | SH | SOLE | 1,232,863 | 0 | 508,175 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 17,236 | 327,620 | SH | SOLE | 327,620 | 0 | 0 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 12,673 | 136,710 | SH | SOLE | 136,710 | 0 | 0 | ||
| ISHARES | INDIA 50 ETF | 464289529 | 3,134 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 119,835 | 3,746,600 | SH | SOLE | 3,746,600 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 209,938 | 2,056,600 | SH | SOLE | 1,356,700 | 0 | 699,900 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 1,013,227 | 18,408,929 | SH | SOLE | 13,558,461 | 0 | 4,850,468 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 470,787 | 23,958,621 | SH | DFND | 18,413,676 | 0 | 5,544,945 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 1,808,307 | 7,237,279 | SH | SOLE | 5,142,435 | 0 | 2,094,844 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 264,805 | 5,399,777 | SH | SOLE | 3,581,299 | 0 | 1,818,478 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 203,035 | 1,657,155 | SH | SOLE | 1,068,165 | 0 | 588,990 | ||
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 17,346 | 634,224 | SH | SOLE | 315,975 | 0 | 318,249 | ||
| MONSANTO CO | COM | 61166W101 | 1,470,211 | 13,063,900 | SH | SOLE | 9,574,422 | 0 | 3,489,478 | ||
| NETSUITE INC | COM | 64118Q107 | 13,202 | 142,325 | SH | SOLE | 142,325 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 1,360,973 | 13,564,967 | SH | SOLE | 9,946,016 | 0 | 3,618,951 | ||
| PRICELINE GROUP INC | COM | 741503403 | 1,617,789 | 1,389,674 | SH | SOLE | 1,035,742 | 0 | 353,932 | ||
| QUNAR CAYMAN ISLANDS LTD | SPNS ADR CL B | 74906P104 | 37,775 | 915,769 | SH | SOLE | 454,925 | 0 | 460,844 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,261,987 | 5,010,161 | SH | SOLE | 3,689,657 | 0 | 1,320,504 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,806,103 | 27,033,423 | SH | SOLE | 19,229,991 | 0 | 7,803,432 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 1,365,066 | 16,359,854 | SH | SOLE | 12,019,106 | 0 | 4,340,748 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,344,097 | 44,155,602 | SH | SOLE | 32,003,867 | 0 | 12,151,735 | ||
| SOUTHWESTERN ENERGY COMPANY | COM | 845467109 | 501,142 | 21,610,256 | SH | SOLE | 16,371,231 | 0 | 5,239,025 | ||
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | 80,095 | 388,000 | SH | SOLE | 0 | 0 | 388,000 | ||
| SPLUNK INC | COM | 848637104 | 723,851 | 12,227,221 | SH | SOLE | 8,819,866 | 0 | 3,407,355 | ||
| TRIPADVISOR INC | COM | 896945201 | 5,994 | 72,075 | SH | SOLE | 72,075 | 0 | 0 | ||
| TWENTY-FIRST CENTURY FOX INC | CL A | 90130A101 | 805,689 | 23,808,776 | SH | SOLE | 18,140,461 | 0 | 5,668,315 | ||
| VISA INC | COM CL A | 92826C839 | 3,294,475 | 50,366,538 | SH | SOLE | 37,374,505 | 0 | 12,992,033 | ||
| WHOLE FOODS MARKET INC | COM | 966837106 | 872,029 | 16,744,037 | SH | SOLE | 12,693,122 | 0 | 4,050,915 | ||
| WORKDAY INC | CL A | 98138H101 | 439,895 | 5,211,410 | SH | SOLE | 3,520,210 | 0 | 1,691,200 | ||