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 | 680,659 | 9,837,532 | SH | SOLE | 7,131,125 | 0 | 2,706,407 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 880,751 | 5,311,488 | SH | SOLE | 4,052,956 | 0 | 1,258,532 | ||
| ALIBABA GROUP HOLDING LTD | SPONSORED ADS | 01609W102 | 587,262 | 6,609,592 | SH | SOLE | 4,786,644 | 0 | 1,822,948 | ||
| AMAZON COM INC | COM | 023135106 | 2,083,323 | 6,461,118 | SH | SOLE | 4,804,606 | 0 | 1,656,512 | ||
| ANSYS INC | COM | 03662Q105 | 9,349 | 123,545 | SH | SOLE | 123,545 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068106 | 877,288 | 20,079,833 | SH | SOLE | 15,424,373 | 0 | 4,655,460 | ||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 1,135,706 | 11,492,674 | SH | SOLE | 8,367,905 | 0 | 3,124,769 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 638,722 | 4,850,197 | SH | SOLE | 3,706,458 | 0 | 1,143,739 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 2,458,687 | 11,266,494 | SH | SOLE | 8,029,221 | 0 | 3,237,273 | ||
| BIOGEN IDEC INC. | COM | 09062X103 | 1,638,203 | 4,952,096 | SH | SOLE | 3,614,455 | 0 | 1,337,641 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 873,037 | 12,098,628 | SH | SOLE | 8,783,776 | 0 | 3,314,852 | ||
| CERNER CORP | COM | 156782104 | 1,043,577 | 17,518,499 | SH | SOLE | 12,910,174 | 0 | 4,608,325 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,315,411 | 1,973,343 | SH | SOLE | 1,506,743 | 0 | 466,600 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 302 | 12,000 | SH | SOLE | 5,500 | 0 | 6,500 | ||
| DISCOVERY COMMUNICATIONS | COM SER A | 25470F104 | 50,072 | 1,324,650 | SH | SOLE | 835,950 | 0 | 488,700 | ||
| DISCOVERY COMMUNICATIONS | COM SER C | 25470F302 | 49,349 | 1,323,750 | SH | SOLE | 836,050 | 0 | 487,700 | ||
| E2OPEN INC | COM | 29788A104 | 8,065 | 866,260 | SH | SOLE | 866,260 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,288,127 | 28,948,978 | SH | SOLE | 20,485,578 | 0 | 8,463,400 | ||
| FMC TECHNOLOGIES INC | COM | 30249U101 | 913,780 | 16,825,269 | SH | SOLE | 12,419,209 | 0 | 4,406,060 | ||
| GOOGLE INC | CL A | 38259P508 | 1,406,559 | 2,390,441 | SH | SOLE | 1,735,002 | 0 | 655,439 | ||
| GOOGLE INC | CL C | 38259P706 | 1,051,482 | 1,821,190 | SH | SOLE | 1,312,243 | 0 | 508,947 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 22,605 | 509,820 | SH | SOLE | 509,820 | 0 | 0 | ||
| IPG PHOTONICS CORP | COM | 44980X109 | 14,355 | 208,710 | SH | SOLE | 208,710 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 2,818 | 67,800 | SH | SOLE | 0 | 0 | 67,800 | ||
| KANSAS CITY SOUTHERN | COM | 485170302 | 226,359 | 1,867,650 | SH | SOLE | 1,183,850 | 0 | 683,800 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 933,112 | 14,999,391 | SH | SOLE | 11,002,546 | 0 | 3,996,845 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 1,428,151 | 6,873,049 | SH | SOLE | 5,119,260 | 0 | 1,753,789 | ||
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 215,525 | 4,866,217 | SH | SOLE | 3,089,939 | 0 | 1,776,278 | ||
| MERCADOLIBRE | COM | 58733R102 | 157,238 | 1,447,195 | SH | SOLE | 927,195 | 0 | 520,000 | ||
| MICROSOFT CORP | COM | 594918104 | 204 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 14,636 | 485,275 | SH | SOLE | 313,775 | 0 | 171,500 | ||
| MONSANTO CO | COM | 61166W101 | 1,443,101 | 12,826,427 | SH | SOLE | 9,346,734 | 0 | 3,479,693 | ||
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 1,005,519 | 13,213,124 | SH | SOLE | 9,757,013 | 0 | 3,456,111 | ||
| NETSUITE INC | COM | 64118Q107 | 20,382 | 227,625 | SH | SOLE | 227,625 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 1,447,655 | 16,229,321 | SH | SOLE | 11,957,351 | 0 | 4,271,970 | ||
| PRICELINE GROUP INC | COM | 741503403 | 1,397,504 | 1,206,221 | SH | SOLE | 890,405 | 0 | 315,816 | ||
| QUNAR CAYMAN ISLANDS LTD | SPNS ADR CL B | 74906P104 | 19,400 | 701,640 | SH | SOLE | 452,340 | 0 | 249,300 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,790,871 | 4,967,466 | SH | SOLE | 3,655,387 | 0 | 1,312,079 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,542,249 | 26,807,738 | SH | SOLE | 19,662,143 | 0 | 7,145,595 | ||
| SAP AG | SPON ADR | 803054204 | 7,999 | 110,845 | SH | SOLE | 110,845 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 1,400,145 | 13,768,762 | SH | SOLE | 9,988,060 | 0 | 3,780,702 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 1,264,080 | 43,010,543 | SH | SOLE | 30,942,173 | 0 | 12,068,370 | ||
| SOUTHWESTERN ENERGY COMPANY | COM | 845467109 | 768,539 | 21,989,684 | SH | SOLE | 16,716,884 | 0 | 5,272,800 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 12,412 | 63,000 | SH | SOLE | 0 | 0 | 63,000 | ||
| SPLUNK INC | COM | 848637104 | 790,728 | 14,283,379 | SH | SOLE | 10,812,524 | 0 | 3,470,855 | ||
| TRIPADVISOR INC | COM | 896945201 | 9,405 | 102,875 | SH | SOLE | 102,875 | 0 | 0 | ||
| TWENTY-FIRST CENTURY FOX INC | CL A | 90130A101 | 626,759 | 18,278,200 | SH | SOLE | 13,919,095 | 0 | 4,359,105 | ||
| VISA INC | COM CL A | 92826C839 | 2,703,182 | 12,668,989 | SH | SOLE | 9,413,051 | 0 | 3,255,938 | ||
| WHOLE FOODS MARKET INC | COM | 966837106 | 633,201 | 16,615,096 | SH | SOLE | 12,551,236 | 0 | 4,063,860 | ||
| WORKDAY INC | CL A | 98138H101 | 343,787 | 4,167,110 | SH | SOLE | 2,756,210 | 0 | 1,410,900 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 13,054 | 469,660 | SH | SOLE | 304,160 | 0 | 165,500 | ||