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
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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
Alliance Data Systems Corporat COM 018581108 55,168 202,490 SH   SOLE   70,790 0 131,700
Amazon.com, Inc. COM 023135106 121,718 361,863 SH   SOLE   142,548 0 219,315
Apple Inc. COM 037833100 1,092 2,035 SH   SOLE   2,020 0 15
Artisan Partners Asset Managem COM 04316A108 38,325 596,500 SH   SOLE   220,705 0 375,795
B/E Aerospace, Inc. COM 073302101 70,712 814,750 SH   SOLE   294,520 0 520,230
BlackRock, Inc. COM 09247X101 487 1,550 SH   SOLE   1,500 0 50
Care.com, Inc. COM 141633107 695 42,000 SH   SOLE   42,000 0 0
Catamaran Corporation COM 148887102 71,389 1,594,925 SH   SOLE   565,575 0 1,029,350
Celgene Corporation COM 151020104 77,636 556,132 SH   SOLE   202,187 0 353,945
Charles Schwab Corporation COM 808513105 67,510 2,470,185 SH   SOLE   923,335 0 1,546,850
Chipotle Mexican Grill, Inc. COM 169656105 20,455 36,010 SH   SOLE   12,000 0 24,010
Cognizant Technology Solutions COM 192446102 66,774 1,319,650 SH   SOLE   463,150 0 856,500
Criteo S.A. COM 226718104 1,162 28,650 SH   SOLE   28,650 0 0
Cullen/Frost Bankers, Inc. COM 229899109 248 3,200 SH   SOLE   3,200 0 0
Ecolab Inc. COM 278865100 229 2,125 SH   SOLE   2,125 0 0
Envestnet, Inc. COM 29404K106 12,934 321,900 SH   SOLE   113,200 0 208,700
F5 Networks, Inc. COM 315616102 26,714 250,530 SH   SOLE   87,830 0 162,700
Facebook, Inc. COM 30303M102 115,720 1,920,990 SH   SOLE   741,465 0 1,179,525
Financial Engines, Inc. COM 317485100 54,478 1,072,830 SH   SOLE   398,285 0 674,545
FireEye, Inc. COM 31816Q101 17,924 291,110 SH   SOLE   123,985 0 167,125
First Republic Bank COM 33616C100 56,519 1,046,850 SH   SOLE   384,225 0 662,625
Fluidigm Corp. COM 34385P108 19,743 448,000 SH   SOLE   159,500 0 288,500
General Electric Company COM 369604103 401 15,500 SH   SOLE   14,800 0 700
Gilead Sciences, Inc. COM 375558103 68,545 967,325 SH   SOLE   348,280 0 619,045
Google Inc. Class C COM 38259P706 113,177 101,549 SH   SOLE   38,969 0 62,580
Green Dot Corporation COM 39304D102 270 13,805 SH   SOLE   13,805 0 0
Home Depot, Inc. COM 437076102 245 3,100 SH   SOLE   3,100 0 0
HomeAway, Inc. COM 43739Q100 48,078 1,276,300 SH   SOLE   548,375 0 727,925
IPC The Hospitalist Company, I COM 44984A105 21,236 432,676 SH   SOLE   153,076 0 279,600
Johnson & Johnson COM 478160104 462 4,700 SH   SOLE   4,600 0 100
LinkedIn Corporation COM 53578A108 108,494 586,645 SH   SOLE   230,035 0 356,610
McKesson Corporation COM 58155Q103 539 3,055 SH   SOLE   2,915 0 140
Medidata Solutions, Inc. COM 58471A105 59,516 1,095,255 SH   SOLE   434,205 0 661,050
MercadoLibre, Inc. COM 58733R102 47,696 501,480 SH   SOLE   201,080 0 300,400
Michael Kors Holdings Limited COM G60754101 51,673 554,015 SH   SOLE   192,715 0 361,300
Mitek Systems, Inc. COM 606710200 6,594 1,703,900 SH   SOLE   1,016,400 0 687,500
Netflix, Inc. COM 64110L106 117,242 333,045 SH   SOLE   131,750 0 201,295
Nordstrom, Inc. COM 655664100 593 9,503 SH   SOLE   7,250 0 2,253
Novo Nordisk A/S COM 670100205 373 8,175 SH   SOLE   7,675 0 500
PACCAR Inc COM 693718108 27,789 412,060 SH   SOLE   146,360 0 265,700
Palo Alto Networks, Inc. COM 697435105 1,124 16,390 SH   SOLE   16,390 0 0
Pandora Media, Inc. COM 698354107 69,426 2,289,770 SH   SOLE   930,930 0 1,358,840
Paychex, Inc. COM 704326107 253 5,950 SH   SOLE   5,950 0 0
Pfizer Inc. COM 717081103 229 7,125 SH   SOLE   6,975 0 150
Pioneer Natural Resources Comp COM 723787107 65,391 349,425 SH   SOLE   126,000 0 223,425
Portfolio Recovery Associates, COM 73640Q105 113,270 1,957,655 SH   SOLE   711,695 0 1,245,960
Precision Castparts Corp. COM 740189105 82,098 324,805 SH   SOLE   118,530 0 206,275
Priceline Group Inc. COM 741503403 113,935 95,592 SH   SOLE   37,192 0 58,400
QUALCOMM Incorporated COM 747525103 22,656 287,300 SH   SOLE   108,750 0 178,550
Qihoo 360 Technology Co. Ltd. COM 74734M109 2,055 20,638 SH   SOLE   20,638 0 0
Rocket Fuel Inc. COM 773111109 22,877 533,510 SH   SOLE   217,000 0 316,510
SPDR Trust Series 1 COM 78462F103 311 1,662 SH   SOLE   1,662 0 0
Salix Pharmaceuticals, Ltd. COM 795435106 40,620 392,050 SH   SOLE   139,625 0 252,425
Schlumberger Limited COM 806857108 410 4,200 SH   SOLE   4,200 0 0
ServiceNow, Inc. COM 81762P102 22,798 380,470 SH   SOLE   178,195 0 202,275
Splunk Inc. COM 848637104 28,435 397,750 SH   SOLE   168,175 0 229,575
Starbucks Corporation COM 855244109 595 8,110 SH   SOLE   7,910 0 200
Tableau Software, Inc. COM 87336U105 2,282 30,000 SH   SOLE   30,000 0 0
Tesla Motors, Inc. COM 88160R101 197,523 947,580 SH   SOLE   382,965 0 564,615
Twitter, Inc. COM 90184L102 28,247 605,255 SH   SOLE   247,155 0 358,100
Verizon Communications Inc. COM 92343V104 483 10,150 SH   SOLE   9,800 0 350
Vince Holding Corp. COM 92719W108 25,857 980,900 SH   SOLE   342,200 0 638,700
Vipshop Holdings Limited COM 92763W103 57,437 384,708 SH   SOLE   197,198 0 187,510
Visa Inc. COM 92826C839 393 1,820 SH   SOLE   1,820 0 0
Walgreen Co. COM 931422109 240 3,635 SH   SOLE   3,635 0 0
Walt Disney Company COM 254687106 393 4,905 SH   SOLE   4,905 0 0
Workday, Inc. COM 98138H101 14,256 155,925 SH   SOLE   74,625 0 81,300
Xoom Corporation COM 98419Q101 29,394 1,505,865 SH   SOLE   529,465 0 976,400
Yelp Inc. COM 985817105 68,622 892,010 SH   SOLE   360,795 0 531,215
Zillow, Inc. COM 98954A107 103,229 1,171,720 SH   SOLE   477,125 0 694,595
eBay Inc. COM 278642103 53,676 971,680 SH   SOLE   343,830 0 627,850
iShares MSCI EAFE Index Fund COM 464287465 215 3,197 SH   SOLE   3,197 0 0
lululemon athletica inc. COM 550021109 53,404 1,015,480 SH   SOLE   375,930 0 639,550