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 | 944,033 | 12,985,328 | SH | SOLE | 9,344,921 | 0 | 3,640,407 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 974,720 | 5,267,903 | SH | SOLE | 3,981,145 | 0 | 1,286,758 | ||
| ALIBABA GROUP HOLDING LTD | SPONSORED ADS | 01609W102 | 2,033,775 | 19,566,814 | SH | SOLE | 14,012,878 | 0 | 5,553,936 | ||
| AMAZON.COM INC | COM | 023135106 | 875 | 2,820 | SH | SOLE | 2,820 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 6,498 | 79,245 | SH | SOLE | 79,245 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068106 | 913,533 | 19,730,737 | SH | SOLE | 14,915,232 | 0 | 4,815,505 | ||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 1,241,775 | 11,516,046 | SH | SOLE | 8,319,387 | 0 | 3,196,659 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 700,818 | 4,810,009 | SH | SOLE | 3,638,480 | 0 | 1,171,529 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 2,475,419 | 10,858,529 | SH | SOLE | 7,574,010 | 0 | 3,284,519 | ||
| BIOGEN IDEC INC | COM | 09062X103 | 1,688,537 | 4,974,331 | SH | SOLE | 3,612,598 | 0 | 1,361,733 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,101,353 | 12,183,113 | SH | SOLE | 8,790,173 | 0 | 3,392,940 | ||
| CERNER CORP | COM | 156782104 | 1,136,246 | 17,572,633 | SH | SOLE | 12,858,608 | 0 | 4,714,025 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,340,680 | 1,958,598 | SH | SOLE | 1,480,887 | 0 | 477,711 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 334 | 12,000 | SH | SOLE | 4,800 | 0 | 7,200 | ||
| COSTAR GROUP INC | COM | 22160N109 | 5,725 | 31,175 | SH | SOLE | 31,175 | 0 | 0 | ||
| DISCOVERY COMMUNICATIONS | COM SER A | 25470F104 | 48,142 | 1,397,450 | SH | SOLE | 897,250 | 0 | 500,200 | ||
| DISCOVERY COMMUNICATIONS | COM SER C | 25470F302 | 47,078 | 1,396,150 | SH | SOLE | 897,050 | 0 | 499,100 | ||
| E2OPEN INC | COM | 29788A104 | 5,185 | 539,560 | SH | SOLE | 539,560 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,250,435 | 28,844,338 | SH | SOLE | 20,210,343 | 0 | 8,633,995 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 788,904 | 16,842,529 | SH | SOLE | 12,333,344 | 0 | 4,509,185 | ||
| GOOGLE INC | CL A | 38259P508 | 1,248,851 | 2,353,392 | SH | SOLE | 1,682,492 | 0 | 670,900 | ||
| GOOGLE INC | CL C | 38259P706 | 941,924 | 1,789,369 | SH | SOLE | 1,265,759 | 0 | 523,610 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 16,425 | 324,420 | SH | SOLE | 324,420 | 0 | 0 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 10,130 | 135,210 | SH | SOLE | 135,210 | 0 | 0 | ||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 79,844 | 2,665,900 | SH | SOLE | 2,665,900 | 0 | 0 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 2,701 | 28,250 | SH | SOLE | 28,250 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 238,270 | 1,952,550 | SH | SOLE | 1,252,650 | 0 | 699,900 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 1,060,492 | 18,234,051 | SH | SOLE | 13,286,543 | 0 | 4,947,508 | ||
| LENDINGCLUB CORP | COM | 52603A109 | 255,425 | 10,095,840 | SH | SOLE | 7,695,365 | 0 | 2,400,475 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 1,538,156 | 6,696,076 | SH | SOLE | 4,902,574 | 0 | 1,793,502 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 244,770 | 5,126,077 | SH | SOLE | 3,307,599 | 0 | 1,818,478 | ||
| MERCADOLIBRE | COM | 58733R102 | 203,031 | 1,590,280 | SH | SOLE | 1,002,540 | 0 | 587,740 | ||
| MICROSOFT CORP | COM | 594918104 | 204 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 16,741 | 634,124 | SH | SOLE | 319,575 | 0 | 314,549 | ||
| MONSANTO CO | COM | 61166W101 | 1,543,672 | 12,920,998 | SH | SOLE | 9,367,390 | 0 | 3,553,608 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 708,816 | 10,816,658 | SH | SOLE | 8,149,310 | 0 | 2,667,348 | ||
| NETSUITE INC | COM | 64118Q107 | 15,418 | 141,225 | SH | SOLE | 141,225 | 0 | 0 | ||
| NIKE | CL B | 654106103 | 1,316,877 | 13,696,065 | SH | SOLE | 9,992,084 | 0 | 3,703,981 | ||
| PRICELINE GROUP INC | COM | 741503403 | 1,548,664 | 1,358,227 | SH | SOLE | 996,537 | 0 | 361,690 | ||
| QUNAR CAYMAN ISLANDS LTD | SPNS ADR CL B | 74906P104 | 25,981 | 913,869 | SH | SOLE | 459,825 | 0 | 454,044 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,045,579 | 4,986,177 | SH | SOLE | 3,638,241 | 0 | 1,347,936 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 1,693,072 | 28,546,139 | SH | SOLE | 20,444,866 | 0 | 8,101,273 | ||
| SAP SE | SPON ADR | 803054204 | 4,099 | 58,845 | SH | SOLE | 58,845 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 1,361,053 | 15,935,526 | SH | SOLE | 11,514,418 | 0 | 4,421,108 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,313,653 | 43,512,842 | SH | SOLE | 31,161,917 | 0 | 12,350,925 | ||
| SOUTHWESTERN ENERGY COMPANY | COM | 845467109 | 594,235 | 21,774,834 | SH | SOLE | 16,390,419 | 0 | 5,384,415 | ||
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | 79,750 | 388,000 | SH | SOLE | 0 | 0 | 388,000 | ||
| SPLUNK INC | COM | 848637104 | 817,136 | 13,861,512 | SH | SOLE | 10,317,417 | 0 | 3,544,095 | ||
| TRIPADVISOR INC | COM | 896945201 | 5,314 | 71,175 | SH | SOLE | 71,175 | 0 | 0 | ||
| TWENTY-FIRST CENTURY FOX INC | CL A | 90130A101 | 896,224 | 23,336,121 | SH | SOLE | 17,515,006 | 0 | 5,821,115 | ||
| VISA INC | COM CL A | 92826C839 | 3,310,821 | 12,627,083 | SH | SOLE | 9,288,784 | 0 | 3,338,299 | ||
| WHOLE FOODS MARKET INC | COM | 966837106 | 831,426 | 16,490,006 | SH | SOLE | 12,329,356 | 0 | 4,160,650 | ||
| WORKDAY INC | CL A | 98138H101 | 346,892 | 4,250,610 | SH | SOLE | 2,806,210 | 0 | 1,444,400 | ||
| YANDEX NV | SHS CLASS A | N97284108 | 11,032 | 614,263 | SH | SOLE | 310,435 | 0 | 303,828 | ||