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
Estimated average burden
hours per response: 23.8
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
AARON'S INC COM 002535300 2,171 73,000 SH   SOLE   29,000 0 44,000
ABAXIS COM 002567105 110,692 2,282,300 SH   SOLE   2,115,300 0 167,000
ABBOTT LABORATORIES COM 002824100 654,202 14,730,964 SH   SOLE   4,829,451 0 9,901,513
ABBVIE INC. COM 00287Y109 53,845 826,345 SH   SOLE   247,745 0 578,600
ABIOMED INC. COM 003654100 580,501 4,636,590 SH   SOLE   3,983,073 0 653,517
ACCURAY INC. COM 004397105 26,186 5,512,800 SH   SOLE   4,602,800 0 910,000
ACTIVISION BLIZZARD COM 00507V109 469,603 9,418,425 SH   SOLE   1,853,575 0 7,564,850
ADIENT PLC COM G0084W101 8,275 113,870 SH   SOLE   13,000 0 100,870
ADOBE SYS INC COM 00724F101 3,574,348 27,467,516 SH   SOLE   4,583,887 0 22,883,629
ADVANSIX INC COM 00773T101 474 17,335 SH   SOLE   2,335 0 15,000
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,189 440,400 SH   SOLE   402,100 0 38,300
AECOM COM 00766T100 307,358 8,636,075 SH   SOLE   4,682,525 0 3,953,550
AGILENT TECHNOLOGIES COM 00846U101 251,964 4,765,730 SH   SOLE   2,430,210 0 2,335,520
AIR CANADA CL A COM 008911877 1,556 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 1,473,712 19,383,148 SH   SOLE   2,764,100 0 16,619,048
ALASKA AIRGROUP INC. COM 011659109 559,591 6,068,000 SH   SOLE   943,700 0 5,124,300
ALIBABA GROUP HOLDING COM 01609W102 1,685,313 15,629,355 SH   SOLE   3,563,400 0 12,065,955
ALKERMES COM G01767105 459,608 7,856,543 SH   SOLE   5,713,909 0 2,142,634
ALLEGIANT TRAVEL CO COM 01748X102 6,650 41,500 SH   SOLE   22,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,049,033 2,416,883 SH   SOLE   426,452 0 1,990,431
ALPHABET INC CLASS C COM 02079k107 2,063,596 2,487,579 SH   SOLE   406,339 0 2,081,240
AMAZON.COM INC COM 023135106 281,554 317,588 SH   SOLE   5,300 0 312,288
AMERICAN AIRLINES GROUP COM 02376R102 1,977,349 46,745,831 SH   SOLE   17,244,216 0 29,501,615
AMERICAN EXPRESS CO. COM 025816109 45,457 574,600 SH   SOLE   84,300 0 490,300
AMGEN INC. COM 031162100 3,955,038 24,105,794 SH   SOLE   3,989,735 0 20,116,059
ANALOG DEVICES COM 032654105 378,625 4,620,190 SH   SOLE   1,159,900 0 3,460,290
APPLE INC COM 037833100 146,777 1,021,700 SH   SOLE   0 0 1,021,700
APPLIED MATERIALS COM 038222105 239,449 6,155,507 SH   SOLE   2,592,852 0 3,562,655
ARBUTUS BIOPHARMA CORP COM 03879J100 12,806 3,940,400 SH   SOLE   3,940,400 0 0
ARISTA NETWORKS COM 040413106 423 3,200 SH   SOLE   0 0 3,200
ARMSTRONG WORLD INDS INC COM 04247X102 2,625 57,000 SH   SOLE   0 0 57,000
ASCENA RETAIL GROUP COM 04351G101 42,106 9,884,100 SH   SOLE   8,528,600 0 1,355,500
ASML HOLDING NV COM N07059210 244,620 1,842,015 SH   SOLE   461,626 0 1,380,389
ASTRAZENECA COM 046353108 1,068,443 34,310,950 SH   SOLE   8,569,750 0 25,741,200
AT&T INC. COM 00206R102 582,870 14,028,149 SH   SOLE   654,389 0 13,373,760
AUTOZONE INC. COM 053332102 17,191 23,775 SH   SOLE   0 0 23,775
AVIS BUDGET GROUP COM 053774105 15,089 510,100 SH   SOLE   430,100 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 68,015 3,617,800 SH   SOLE   2,947,000 0 670,800
AXOVANT SCIENCES COM G0750W104 43,011 2,878,930 SH   SOLE   2,572,228 0 306,702
BANKAMERICA CORP NEW COM 060505104 23,878 1,012,200 SH   SOLE   352,200 0 660,000
BARRACUDA NETWORKS INC COM 068323104 18,835 815,000 SH   SOLE   725,000 0 90,000
BED BATH & BEYOND INC. COM 075896100 103,971 2,634,856 SH   SOLE   202,873 0 2,431,983
BIOGEN INC. COM 09062X103 4,231,837 15,477,424 SH   SOLE   2,018,957 0 13,458,467
BIOMARIN PHARMA COM 09061G101 764,763 8,712,268 SH   SOLE   2,731,947 0 5,980,321
BIOVERATIV INC COM 09075E100 421,580 7,741,094 SH   SOLE   1,010,163 0 6,730,931
BLACKBERRY LTD COM 09228F103 587,028 75,745,507 SH   SOLE   45,198,850 0 30,546,657
BLUE BUFFALO COM 09531U102 12,609 548,200 SH   SOLE   271,300 0 276,900
BOEING CO. COM 097023105 179,354 1,014,100 SH   SOLE   60,700 0 953,400
BOOT BARN HOLDINGS COM 099406100 9,148 925,000 SH   SOLE   925,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,038,471 41,755,967 SH   SOLE   3,247,488 0 38,508,479
BRISTOL-MYERS SQUIBB COM 110122108 96,410 1,772,900 SH   SOLE   235,000 0 1,537,900
BROCADE COMM SYS COM 111621306 3,744 300,000 SH   SOLE   300,000 0 0
CABOT CORP COM 127055101 7,489 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 58,039 2,427,400 SH   SOLE   545,400 0 1,882,000
CARMAX INC. COM 143130102 979,486 16,539,785 SH   SOLE   7,940,140 0 8,599,645
CARNIVAL CORP COM 143658300 1,264,663 21,467,705 SH   SOLE   6,784,662 0 14,683,043
CARTER'S COM 146229109 4,335 48,270 SH   SOLE   0 0 48,270
CATERPILLAR INC DEL COM 149123101 673,351 7,259,063 SH   SOLE   1,230,102 0 6,028,961
CBS CORPORATION COM 124857202 41,450 597,600 SH   SOLE   135,000 0 462,600
CELANESE CORP COM 150870103 19,039 211,900 SH   SOLE   50,000 0 161,900
CERNER CORP COM 156782104 1,177 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 34,710 7,800,000 SH   SOLE   7,800,000 0 0
CHARLES RIVER LAB COM 159864107 78,616 874,000 SH   SOLE   372,000 0 502,000
CHARTER COMMUNICATIONS COM 16119P108 53,320 162,900 SH   SOLE   0 0 162,900
CHEGG INC COM 163092109 94,870 11,240,528 SH   SOLE   8,630,900 0 2,609,628
CHUBB LIMITED COM H1467J104 8,119 59,588 SH   SOLE   0 0 59,588
CIENA CORP COM 171779309 12,103 512,641 SH   SOLE   7,956 0 504,685
CIRCOR CORP COM 17273K109 21,785 366,500 SH   SOLE   336,000 0 30,500
CISCO SYSTEMS INC COM 17275R102 905,942 26,803,015 SH   SOLE   7,219,325 0 19,583,690
CITIGROUP INC. COM 172967424 203,370 3,399,700 SH   SOLE   1,751,500 0 1,648,200
CNA FINL CORP COM 126117100 21,877 495,300 SH   SOLE   310,800 0 184,500
COMCAST CORP CABLE COM 20030N101 86,066 2,289,600 SH   SOLE   442,000 0 1,847,600
COMERICA COM 200340107 3,669 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 131,706 6,100,332 SH   SOLE   5,143,160 0 957,172
CONSTELLIUM N.V. COM N22035104 9,397 1,445,700 SH   SOLE   772,200 0 673,500
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,701 122,000 SH   SOLE   21,000 0 101,000
CORNING INC COM 219350105 504,087 18,669,906 SH   SOLE   2,473,956 0 16,195,950
COVANTA HOLDINGS CORP COM 22282E102 2,669 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 4,533 207,000 SH   SOLE   163,000 0 44,000
CREE INC. COM 225447101 234,372 8,768,141 SH   SOLE   3,925,181 0 4,842,960
CROWN HOLDINGS INC. COM 228368106 5,401 102,000 SH   SOLE   2,000 0 100,000
CSX CORP. COM 126408103 212,751 4,570,375 SH   SOLE   791,800 0 3,778,575
CURTISS WRIGHT COM 231561101 96,179 1,053,900 SH   SOLE   655,400 0 398,500
CVS HEALTH CORP COM 126650100 266,230 3,391,470 SH   SOLE   604,410 0 2,787,060
DEERE & CO COM 244199105 600,790 5,518,919 SH   SOLE   1,443,019 0 4,075,900
DELL TECHNOLOGIES INC COM 24703L103 252,042 3,933,232 SH   SOLE   856,266 0 3,076,966
DELTA AIR LINES DEL COM 247361702 1,043,931 22,713,894 SH   SOLE   6,662,254 0 16,051,640
DESCARTES SYS GRP INC COM 249906108 111,672 4,876,490 SH   SOLE   190,190 0 4,686,300
DEXTERA SURGICAL INC COM 252366109 636 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA CL A COM 00BRF12N3 26,121 6,274,640 SH   SOLE   6,000,600 0 274,040
DHX MEDIA CL B COM 00BRF12P5 2,529 600,000 SH   SOLE   600,000 0 0
DIEBOLD NIXDORF COM 253651103 23,639 770,000 SH   SOLE   675,000 0 95,000
DIGIMARC COM 25381B101 12,420 460,000 SH   SOLE   410,000 0 50,000
DISCOVER FIN SVCS COM 254709108 456,961 6,681,700 SH   SOLE   2,922,700 0 3,759,000
DISNEY WALT CO. COM 254687106 633,147 5,583,799 SH   SOLE   554,350 0 5,029,449
DOW CHEMICAL CO. COM 260543103 137,061 2,157,075 SH   SOLE   787,150 0 1,369,925
DU PONT E.I. DE NEMOURS COM 263534109 38,213 475,700 SH   SOLE   181,500 0 294,200
DYAX (NON-TRADABLE) CONT VAL R COM 267CVR991 11,636 10,482,860 SH   SOLE   7,669,720 0 2,813,140
E TRADE FINANCIAL COM 269246401 445,287 12,762,600 SH   SOLE   7,746,500 0 5,016,100
EBAY INC. COM 278642103 319,086 9,505,100 SH   SOLE   4,383,500 0 5,121,600
EDWARDS LIFE COM 28176E108 52,679 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 121,306 1,355,075 SH   SOLE   482,825 0 872,250
ELLIE MAE COM 28849P100 339,519 3,386,050 SH   SOLE   3,152,900 0 233,150
ENTEGRIS INC COM 29362U104 118,989 5,084,981 SH   SOLE   423,447 0 4,661,534
EOG RESOURCES INC. COM 26875P101 214,039 2,194,150 SH   SOLE   167,125 0 2,027,025
EPIZYME COM 29428V104 112,184 6,541,327 SH   SOLE   6,002,127 0 539,200
ERICSSON COM 294821608 543,829 81,901,979 SH   SOLE   25,064,718 0 56,837,261
ESTERLINE TECHNOLOGIES COM 297425100 9,752 113,331 SH   SOLE   47,700 0 65,631
EXACT SCIENCES CORP COM 30063p105 106,085 4,491,300 SH   SOLE   3,775,000 0 716,300
EXPEDITORS INTL OF WASH COM 302130109 10,750 190,300 SH   SOLE   0 0 190,300
EXXON MOBIL CORP. COM 30231G102 8,709 106,200 SH   SOLE   95,000 0 11,200
FARO TECHNOLOGIES INC. COM 311642102 66,406 1,857,500 SH   SOLE   1,540,322 0 317,178
FEDEX CORP COM 31428X106 3,069,859 15,730,767 SH   SOLE   2,035,427 0 13,695,340
FLEX LTD COM Y2573F102 867,438 51,633,209 SH   SOLE   19,948,801 0 31,684,408
FLEX PHARMA COM 33938A105 6,480 1,472,800 SH   SOLE   1,141,900 0 330,900
FLUIDIGM CORP. COM 34385P108 24,438 4,294,843 SH   SOLE   2,892,532 0 1,402,311
FORMFACTOR INC COM 346375108 81,864 6,908,329 SH   SOLE   1,788,318 0 5,120,011
FRANCESCA'S HOLDINGS COM 351793104 1,923 125,300 SH   SOLE   20,300 0 105,000
FRANK'S INTERNATIONAL COM N33462107 748 70,800 SH   SOLE   70,000 0 800
GARMIN LIMITED COM H2906T109 3,820 74,731 SH   SOLE   68,000 0 6,731
GENERAL DYNAMICS CORP COM 369550108 51,574 275,500 SH   SOLE   0 0 275,500
GILDAN ACTIVEWEAR COM 375916103 64,945 2,401,800 SH   SOLE   871,800 0 1,530,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 46,122 1,093,985 SH   SOLE   477,585 0 616,400
GREIF CL A COM 397624107 8,814 160,000 SH   SOLE   60,000 0 100,000
GREIF CL B COM 397624206 2,351 36,000 SH   SOLE   0 0 36,000
GUIDANCE SOFTWARE COM 401692108 28,200 4,779,594 SH   SOLE   3,198,394 0 1,581,200
HABIT BURGER COM 40449J103 708 40,000 SH   SOLE   10,000 0 30,000
HAWAIIAN HOLDINGS INC. COM 419879101 29,788 641,300 SH   SOLE   641,300 0 0
HERC HOLDINGS INC COM 42704L104 18,551 379,440 SH   SOLE   122,233 0 257,207
HERTZ GLOBAL HLDS COM 42806J106 7,925 451,800 SH   SOLE   251,800 0 200,000
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,455,116 61,397,295 SH   SOLE   18,335,861 0 43,061,434
HILTON GRAND VACATIONS COM 43283X105 1,119 39,060 SH   SOLE   0 0 39,060
HILTON WORLDWIDE HOLDINGS COM 43300A203 40,189 687,464 SH   SOLE   100,000 0 587,464
HONEYWELL INTL. INC. COM 438516106 530,837 4,251,115 SH   SOLE   353,675 0 3,897,440
HP INC. COM 40434L105 1,141,660 63,851,245 SH   SOLE   18,551,986 0 45,299,259
HUBSPOT INC COM 443573100 34,807 574,850 SH   SOLE   526,050 0 48,800
IDEX CORP COM 45167R104 110,196 1,178,440 SH   SOLE   329,720 0 848,720
ILLUMINA INC COM 452327109 353,585 2,072,110 SH   SOLE   635,250 0 1,436,860
IMAX CORP. COM 45245E109 64,754 1,904,530 SH   SOLE   1,719,130 0 185,400
IMMUNOGEN COM 45253H101 15,348 3,966,000 SH   SOLE   2,808,500 0 1,157,500
INSULET CORP. COM 45784P101 223,145 5,178,572 SH   SOLE   4,787,377 0 391,195
INTEL CORP COM 458140100 880,239 24,403,635 SH   SOLE   5,017,133 0 19,386,502
INTUIT INC COM 461202103 742,672 6,402,900 SH   SOLE   840,525 0 5,562,375
IROBOT CORP COM 462726100 8,466 128,000 SH   SOLE   107,000 0 21,000
JABIL CIRCUIT COM 466313103 114,063 3,944,100 SH   SOLE   2,155,950 0 1,788,150
JACOBS ENGR GROUP DEL COM 469814107 456,546 8,258,797 SH   SOLE   3,999,213 0 4,259,584
JET BLUE AIRWAYS COM 477143101 406,181 19,707,964 SH   SOLE   9,746,501 0 9,961,463
JOHNSON & JOHNSON COM 478160104 118,207 949,075 SH   SOLE   161,250 0 787,825
JOHNSON CONTROLS INC. COM G51502105 50,910 1,208,700 SH   SOLE   160,000 0 1,048,700
JPMORGAN CHASE & CO. COM 46625H100 2,054,427 23,388,282 SH   SOLE   6,652,108 0 16,736,174
KEYSIGHT TECHNOLOGIES COM 49338L103 199,941 5,532,410 SH   SOLE   3,020,710 0 2,511,700
KIRBY CORP. COM 497266106 254 3,600 SH   SOLE   3,600 0 0
KLA-TENCOR CORP. COM 482480100 1,345,167 14,149,226 SH   SOLE   3,461,800 0 10,687,426
L BRANDS INC. COM 501797104 885,383 18,797,936 SH   SOLE   4,889,607 0 13,908,329
LAS VEGAS SANDS CORP. COM 517834107 142,817 2,502,481 SH   SOLE   1,161,381 0 1,341,100
LILLY ELI & CO COM 532457108 4,805,179 57,129,705 SH   SOLE   12,590,184 0 44,539,521
LIONS GATE ENT CL-A COM 535919401 51,792 1,950,000 SH   SOLE   1,862,500 0 87,500
LIONS GATE ENT CL-B COM 535919500 52,600 2,157,500 SH   SOLE   2,062,500 0 95,000
LOWES COS INC COM 548661107 76,398 929,300 SH   SOLE   0 0 929,300
LYONDELLBASELL INDUSTRIES COM N53745100 5,927 65,000 SH   SOLE   25,000 0 40,000
MARKETAXESS HLDGS INC. COM 57060D108 179,938 959,720 SH   SOLE   868,520 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 41,110 436,500 SH   SOLE   6,200 0 430,300
MARRONE BIO INNOVATIONS COM 57165B106 5,304 2,719,915 SH   SOLE   2,325,000 0 394,915
MARSH & MCLENNAN COS. COM 571748102 777,601 10,523,767 SH   SOLE   1,784,020 0 8,739,747
MASTERCARD INC CL A COM 57636Q104 35,406 314,800 SH   SOLE   0 0 314,800
MATSON INC. COM 57686G105 6,344 199,761 SH   SOLE   199,761 0 0
MAXLINEAR INC COM 57776J100 12,025 428,700 SH   SOLE   315,000 0 113,700
MCDONALDS CORP. COM 580135101 1,296 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 893,698 11,093,565 SH   SOLE   1,705,295 0 9,388,270
MERCK & COMPANY COM 58933Y105 309,777 4,875,300 SH   SOLE   3,008,000 0 1,867,300
MERCURY GENERAL CORP COM 589400100 17,175 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 65,996 2,408,600 SH   SOLE   1,173,600 0 1,235,000
MICRON TECHNOLOGY INC COM 595112103 1,796,303 62,155,800 SH   SOLE   16,221,500 0 45,934,300
MICROSOFT CORP. COM 594918104 3,497,258 53,101,394 SH   SOLE   8,302,736 0 44,798,658
MINDBODY INC COM 60255W105 16,439 598,877 SH   SOLE   528,377 0 70,500
MOBILEYE N.V. COM N51488117 7,210 117,431 SH   SOLE   0 0 117,431
MOMENTA PHARMACEUTICALS COM 60877T100 36,578 2,739,900 SH   SOLE   2,370,583 0 369,317
MONSANTO CO. COM 61166W101 1,256,189 11,097,073 SH   SOLE   1,482,564 0 9,614,509
NATIONAL OILWELL VARCO COM 637071101 40,571 1,011,995 SH   SOLE   293,550 0 718,445
NCI BUILDING SYSTEMS COM 628852204 11,662 680,000 SH   SOLE   615,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 503,513 21,453,485 SH   SOLE   18,899,785 0 2,553,700
NETAPP INC. COM 64110D104 1,724,676 41,210,901 SH   SOLE   13,104,676 0 28,106,225
NEUSTAR COM 64126X201 242,630 7,319,152 SH   SOLE   5,171,285 0 2,147,867
NEWELL BRANDS INC COM 651229106 50,083 1,061,760 SH   SOLE   40,000 0 1,021,760
NIMBLE STORAGE COM 65440R101 7,192 575,400 SH   SOLE   575,400 0 0
NN INC COM 629337106 42,966 1,705,000 SH   SOLE   1,340,000 0 365,000
NOBLE ENERGY INC. COM 655044105 77,701 2,262,700 SH   SOLE   19,900 0 2,242,800
NORFOLK SOUTHERN COM 655844108 30,792 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 221,121 2,553,950 SH   SOLE   682,000 0 1,871,950
NORWEGIAN CRUISE LINES COM G66721104 252,964 4,986,475 SH   SOLE   2,951,350 0 2,035,125
NOVADAQ TECHNOLOGIES COM 66987G102 44,059 5,655,849 SH   SOLE   5,655,849 0 0
NOVARTIS AG ADR COM 66987V109 1,611,199 21,693,804 SH   SOLE   3,247,794 0 18,446,010
NUANCE COMMUNICATIONS COM 67020Y100 206,016 11,901,565 SH   SOLE   7,043,976 0 4,857,589
NUVASIVE INC. COM 670704105 63,702 853,000 SH   SOLE   690,000 0 163,000
NVIDIA CORP. COM 67066G104 2,401,534 22,046,580 SH   SOLE   3,737,280 0 18,309,300
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 439 13,100 SH   SOLE   13,100 0 0
ONCOMED PHARMACEUTICALS COM 68234X102 17,560 1,906,600 SH   SOLE   1,870,700 0 35,900
ORACLE CORP. COM 68389X105 315,413 7,070,450 SH   SOLE   307,825 0 6,762,625
ORASURE TECHNOLOGIES COM 68554V108 16,311 1,261,500 SH   SOLE   1,138,000 0 123,500
OSI SYSTEMS COM 671044105 29,400 402,800 SH   SOLE   361,700 0 41,100
PARK HOTELS & RESORTS COM 700517105 7,447 290,106 SH   SOLE   0 0 290,106
PAYPAL HOLDINGS INC COM 70450Y103 213,289 4,957,900 SH   SOLE   1,948,600 0 3,009,300
PENTAIR PLC COM G7S00T104 108,892 1,734,500 SH   SOLE   144,200 0 1,590,300
PENUMBRA COM 70975L107 5,412 64,850 SH   SOLE   11,600 0 53,250
PEPSICO INC COM 713448108 50,337 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 205,065 3,531,955 SH   SOLE   1,975,905 0 1,556,050
PFENEX INC COM 717071104 13,759 2,368,100 SH   SOLE   2,297,100 0 71,000
PLANTRONICS INC NEW COM 727493108 266,392 4,923,150 SH   SOLE   82,500 0 4,840,650
POST HOLDINGS COM 737446104 963 11,000 SH   SOLE   11,000 0 0
POTASH CORP SASK INC COM 73755L107 10,931 640,000 SH   SOLE   0 0 640,000
PRAXAIR INC. COM 74005P104 181,751 1,532,470 SH   SOLE   269,770 0 1,262,700
PROGRESSIVE CORP. COM 743315103 324,771 8,289,200 SH   SOLE   1,726,325 0 6,562,875
PUBLIC SVC ENTERPRISE GRP COM 744573106 16,515 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 528,766 18,252,184 SH   SOLE   8,818,343 0 9,433,841
QUALCOMM INCORP. COM 747525103 928,761 16,197,444 SH   SOLE   3,730,010 0 12,467,434
RAMBUS INC DEL COM COM 750917106 126,006 9,589,497 SH   SOLE   860,264 0 8,729,233
RANGE RESOURCES COM 75281A109 4,074 140,000 SH   SOLE   140,000 0 0
REPUBLIC SVCS INC COM 760759100 6,721 107,000 SH   SOLE   107,000 0 0
REX ENERGY CORP COM 761565100 1,608 3,425,000 SH   SOLE   2,700,000 0 725,000
RITCHIE BROS AUCTION COM 767744105 191,503 5,820,761 SH   SOLE   2,582,886 0 3,237,875
ROCHE HOLDING AG-CHF COM 007110388 2,537,669 9,944,332 SH   SOLE   1,662,969 0 8,281,363
ROCKWELL AUTOMATION COM 773903109 145,590 935,010 SH   SOLE   71,190 0 863,820
ROCKWELL COLLINS INC. COM 774341101 55,546 571,700 SH   SOLE   115,000 0 456,700
ROSS STORES INC COM 778296103 966,168 14,667,800 SH   SOLE   2,749,800 0 11,918,000
ROYAL CARIBBEAN COM V7780T103 1,068,948 10,895,405 SH   SOLE   4,368,672 0 6,526,733
SAFRAN COM 00B058TZ6 144,722 1,938,800 SH   SOLE   193,100 0 1,745,700
SALESFORCE.COM COM 79466L302 73,792 894,560 SH   SOLE   0 0 894,560
SANOFI COM 80105N105 91,623 2,024,807 SH   SOLE   359,000 0 1,665,807
SCHLUMBERGER LTD COM 806857108 303,924 3,891,478 SH   SOLE   689,892 0 3,201,586
SCHWAB CHARLES CORP COM 808513105 1,688,368 41,371,424 SH   SOLE   9,220,370 0 32,151,054
SCHWEITZER-MAUDUIT COM 808541106 6,213 150,000 SH   SOLE   150,000 0 0
SEATTLE GENETICS COM 812578102 828,640 13,182,312 SH   SOLE   9,789,537 0 3,392,775
SERVICESOURCE COM 81763U100 50,497 13,014,636 SH   SOLE   8,662,550 0 4,352,086
SHUTTERFLY COM 82568P304 257,361 5,329,482 SH   SOLE   4,560,527 0 768,955
SIEMENS COM 005727973 83,908 615,000 SH   SOLE   90,000 0 525,000
SIGNET JEWELERS COM G81276100 9,469 136,700 SH   SOLE   0 0 136,700
SKECHERS USA INC COM 830566105 2,004 73,000 SH   SOLE   65,000 0 8,000
SONY CORP ADR NEW COM 835699307 1,510,380 44,778,550 SH   SOLE   19,240,300 0 25,538,250
SOUTHWEST AIRLS CO COM 844741108 3,867,140 71,933,417 SH   SOLE   12,825,150 0 59,108,267
SOUTHWESTERN ENERGY CO COM 845467109 79,857 9,774,475 SH   SOLE   4,532,500 0 5,241,975
SPIRIT AIRLINES COM 848577102 48,544 914,724 SH   SOLE   460,700 0 454,024
SPLUNK COM 848637104 9,966 160,000 SH   SOLE   28,100 0 131,900
SPRINT CORP. COM 85207U105 318,415 36,683,700 SH   SOLE   24,013,300 0 12,670,400
STRATASYS LTD COM M85548101 128,903 6,291,000 SH   SOLE   5,941,000 0 350,000
STRYKER CORP. COM 863667101 30,069 228,400 SH   SOLE   2,000 0 226,400
T-MOBILE US INC. COM 872590104 8,461 131,000 SH   SOLE   0 0 131,000
TASER INTERNATIONAL INC COM 87651B104 10,187 447,000 SH   SOLE   330,000 0 117,000
TEMPUR SEALY COM 88023U101 4,925 106,000 SH   SOLE   100,000 0 6,000
TERADYNE COM 880770102 82,060 2,638,600 SH   SOLE   858,875 0 1,779,725
TERRAVIA HLDGS INC COM 88105A106 9,181 12,671,746 SH   SOLE   10,518,125 0 2,153,621
TESLA INC. COM 88160R101 338,313 1,215,640 SH   SOLE   391,565 0 824,075
TEXAS INSTRS. INC. COM 882508104 3,659,676 45,427,949 SH   SOLE   6,417,286 0 39,010,663
TEXTRON INC. COM 883203101 81,707 1,716,900 SH   SOLE   200,200 0 1,516,700
THE CME GROUP COM 12572Q105 230,699 1,941,913 SH   SOLE   762,063 0 1,179,850
THE RUBICON PROJECT COM 78112V102 13,446 2,282,800 SH   SOLE   2,043,600 0 239,200
THERMO FISHER SCIENTIFIC COM 883556102 809,701 5,271,490 SH   SOLE   1,163,300 0 4,108,190
TJX COS INC NEW COM 872540109 965,772 12,212,596 SH   SOLE   678,400 0 11,534,196
TRANSDIGM GROUP COM 893641100 29,171 132,500 SH   SOLE   1,300 0 131,200
TRANSOCEAN LTD COM H8817H100 182,074 14,624,407 SH   SOLE   4,103,932 0 10,520,475
TRAVELERS COMPANIES INC. COM 89417E109 41,839 347,100 SH   SOLE   0 0 347,100
TRIBUNE MEDIA COMPANY COM 896047503 195,483 5,245,050 SH   SOLE   3,207,500 0 2,037,550
TRIMBLE INC COM 896239100 383,211 11,971,610 SH   SOLE   3,714,486 0 8,257,124
TRONC INC COM 89703P107 49,266 3,539,193 SH   SOLE   3,242,093 0 297,100
TUESDAY MORNING CORP. COM 899035505 10,236 2,729,524 SH   SOLE   1,611,000 0 1,118,524
TYSON FOODS COM 902494103 32,774 531,100 SH   SOLE   370,000 0 161,100
UNION PACIFIC CORP. COM 907818108 323,122 3,050,625 SH   SOLE   55,750 0 2,994,875
UNITED CONTL HLDGS INC COM 910047109 1,381,254 19,553,425 SH   SOLE   6,455,948 0 13,097,477
UNITED PARCEL SVC INC. COM 911312106 411,067 3,831,008 SH   SOLE   706,082 0 3,124,926
UNITED TECHNOLOGIES CORP. COM 913017109 157,913 1,407,300 SH   SOLE   56,000 0 1,351,300
UNIVERSAL DISPLAY CORP COM 91347P105 91,860 1,066,900 SH   SOLE   777,175 0 289,725
US BANCORP DEL COM 902973304 260,567 5,059,550 SH   SOLE   383,000 0 4,676,550
V F CORP COM 918204108 85,335 1,552,400 SH   SOLE   306,000 0 1,246,400
VISA COM 92826C839 506,242 5,696,431 SH   SOLE   1,813,312 0 3,883,119
VMWARE COM 928563402 167,525 1,818,162 SH   SOLE   964,262 0 853,900
WATERS CORP COM 941848103 68,173 436,137 SH   SOLE   114,640 0 321,497
WELLS FARGO & CO. COM 949746101 1,026,713 18,446,147 SH   SOLE   4,343,827 0 14,102,320
WESTERN DIGITAL CORP COM 958102105 93,654 1,134,784 SH   SOLE   321,589 0 813,195
WHIRLPOOL CP COM 963320106 112,688 657,722 SH   SOLE   57,933 0 599,789
WORKDAY COM 98138H101 833 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 138,577 5,793,356 SH   SOLE   4,475,789 0 1,317,567
YAHOO! INC. COM 984332106 290,031 6,249,330 SH   SOLE   3,205,980 0 3,043,350
ZIMMER BIOMET HOLDINGS COM 98956P102 54,192 443,800 SH   SOLE   98,800 0 345,000