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
ABAXIS COM 002567105 109,801 2,217,300 SH   SOLE   2,066,300 0 151,000
ABBOTT LABORATORIES COM 002824100 833,994 14,613,519 SH   SOLE   4,914,156 0 9,699,363
ABBVIE INC. COM 00287Y109 1,354 14,000 SH   SOLE   0 0 14,000
ABIOMED INC. COM 003654100 764,518 4,079,390 SH   SOLE   3,591,673 0 487,717
ACCURAY INC. COM 004397105 22,895 5,324,500 SH   SOLE   4,434,500 0 890,000
ACTIVISION BLIZZARD COM 00507V109 561,221 8,863,250 SH   SOLE   1,722,475 0 7,140,775
ACUITY BRANDS COM 00508Y102 9,768 55,500 SH   SOLE   0 0 55,500
ADIENT PLC COM G0084W101 8,938 113,570 SH   SOLE   13,000 0 100,570
ADOBE SYS INC COM 00724F101 4,112,660 23,468,731 SH   SOLE   4,040,276 0 19,428,455
ADVANSIX INC COM 00773T101 729 17,320 SH   SOLE   2,320 0 15,000
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,762 503,400 SH   SOLE   472,100 0 31,300
AECOM COM 00766T100 486,693 13,100,755 SH   SOLE   7,632,054 0 5,468,701
AGILENT TECHNOLOGIES COM 00846U101 321,731 4,804,100 SH   SOLE   2,519,610 0 2,284,490
AIR CANADA CL A COM 008911877 3,087 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 1,847,219 18,551,011 SH   SOLE   2,609,371 0 15,941,640
ALASKA AIRGROUP INC. COM 011659109 443,787 6,037,100 SH   SOLE   939,700 0 5,097,400
ALIBABA GROUP HOLDING COM 01609W102 2,651,961 15,379,928 SH   SOLE   3,440,300 0 11,939,628
ALKERMES COM G01767105 1,197,106 21,872,931 SH   SOLE   14,116,300 0 7,756,631
ALLEGIANT TRAVEL CO COM 01748X102 6,732 43,500 SH   SOLE   24,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,451,516 2,327,241 SH   SOLE   405,679 0 1,921,562
ALPHABET INC CLASS C COM 02079k107 2,413,454 2,306,435 SH   SOLE   382,842 0 1,923,593
ALTABA INC. COM 021346101 409,630 5,864,430 SH   SOLE   3,051,080 0 2,813,350
ALTAIR ENGINEERING COM 021369103 24,217 1,012,400 SH   SOLE   698,400 0 314,000
ALTRIA GROUP INC. COM 02209S103 12,726 178,204 SH   SOLE   150,000 0 28,204
AMAZON.COM INC COM 023135106 350,815 299,978 SH   SOLE   4,400 0 295,578
AMERICAN AIRLINES GROUP COM 02376R102 2,646,288 50,860,814 SH   SOLE   18,376,164 0 32,484,650
AMERICAN EXPRESS CO. COM 025816109 52,108 524,700 SH   SOLE   75,000 0 449,700
AMGEN INC. COM 031162100 3,831,060 22,030,249 SH   SOLE   3,704,495 0 18,325,754
ANALOG DEVICES COM 032654105 445,856 5,007,930 SH   SOLE   1,259,420 0 3,748,510
APPLE INC COM 037833100 155,945 921,500 SH   SOLE   0 0 921,500
APPLIED MATERIALS COM 038222105 220,680 4,316,907 SH   SOLE   2,475,552 0 1,841,355
ARBUTUS BIOPHARMA CORP COM 03879J100 20,202 4,000,400 SH   SOLE   4,000,400 0 0
ARISTA NEETWORKS COM 040413106 1,366 5,800 SH   SOLE   1,500 0 4,300
ARMSTRONG WORLD INDS INC COM 04247X102 2,846 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 21,573 9,180,000 SH   SOLE   8,493,000 0 687,000
ASML HOLDING NV COM N07059210 295,239 1,698,531 SH   SOLE   408,772 0 1,289,759
ASTRAZENECA COM 046353108 1,596,638 46,012,634 SH   SOLE   12,421,830 0 33,590,804
AT&T INC. COM 00206R102 303,504 7,806,163 SH   SOLE   294,997 0 7,511,166
AUTODESK INC. COM 052769106 1,583 15,100 SH   SOLE   0 0 15,100
AUTOZONE INC. COM 053332102 5,549 7,800 SH   SOLE   0 0 7,800
AVIS BUDGET GROUP COM 053774105 21,062 480,000 SH   SOLE   400,000 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 87,196 3,038,200 SH   SOLE   2,639,500 0 398,700
AXON ENTERPRISE INC COM 05464C101 17,490 660,000 SH   SOLE   485,000 0 175,000
AXOVANT SCIENCES COM G0750W104 13,530 2,567,300 SH   SOLE   2,272,000 0 295,300
BANKAMERICA CORP NEW COM 060505104 299,290 10,138,561 SH   SOLE   1,648,500 0 8,490,061
BARRACUDA NETWORKS INC COM 068323104 19,800 720,000 SH   SOLE   720,000 0 0
BED BATH & BEYOND INC. COM 075896100 27,227 1,238,150 SH   SOLE   100,969 0 1,137,181
BEIGENE LTD ADR COM 07725L102 30,002 307,020 SH   SOLE   261,362 0 45,658
BIOGEN INC. COM 09062X103 4,813,348 15,109,231 SH   SOLE   1,930,730 0 13,178,501
BIOMARIN PHARMA COM 09061G101 913,573 10,245,295 SH   SOLE   3,515,567 0 6,729,728
BIOVERATIV INC COM 09075E100 410,996 7,622,324 SH   SOLE   973,076 0 6,649,248
BLACKBERRY LTD COM 09228F103 823,883 73,758,545 SH   SOLE   44,602,588 0 29,155,957
BLUE BUFFALO COM 09531U102 14,857 453,100 SH   SOLE   274,900 0 178,200
BOEING CO. COM 097023105 381,319 1,293,000 SH   SOLE   58,100 0 1,234,900
BOOT BARN HOLDINGS COM 099406100 13,703 825,000 SH   SOLE   825,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,087,725 43,877,562 SH   SOLE   3,866,907 0 40,010,655
BRISTOL-MYERS SQUIBB COM 110122108 401,848 6,557,578 SH   SOLE   1,714,400 0 4,843,178
CABOT CORP COM 127055101 7,699 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 74,522 2,605,650 SH   SOLE   695,150 0 1,910,500
CALAVO GROWERS COM 128246105 3,798 45,000 SH   SOLE   14,000 0 31,000
CARMAX INC. COM 143130102 900,999 14,049,575 SH   SOLE   7,012,193 0 7,037,382
CARNIVAL CORP COM 143658300 1,361,263 20,510,209 SH   SOLE   6,406,966 0 14,103,243
CATERPILLAR INC DEL COM 149123101 1,509,353 9,578,329 SH   SOLE   2,342,562 0 7,235,767
CBS CORPORATION COM 124857202 101,719 1,724,057 SH   SOLE   624,628 0 1,099,429
CELANESE CORP COM 150870103 22,589 210,950 SH   SOLE   50,000 0 160,950
CERNER CORP COM 156782104 1,307 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 26,364 7,800,000 SH   SOLE   7,800,000 0 0
CHARLES RIVER LAB COM 159864107 46,615 425,900 SH   SOLE   17,000 0 408,900
CHARTER COMMUNICATIONS COM 16119P108 54,862 163,300 SH   SOLE   0 0 163,300
CHEGG INC COM 163092109 166,389 10,195,390 SH   SOLE   7,980,900 0 2,214,490
CHUBB LIMITED COM H1467J104 8,195 56,079 SH   SOLE   0 0 56,079
CIRCOR CORP COM 17273K109 17,525 360,000 SH   SOLE   336,000 0 24,000
CISCO SYSTEMS INC COM 17275R102 1,016,735 26,546,607 SH   SOLE   7,439,025 0 19,107,582
CITIGROUP INC. COM 172967424 340,795 4,579,964 SH   SOLE   2,387,000 0 2,192,964
CNA FINL CORP COM 126117100 16,308 307,400 SH   SOLE   189,900 0 117,500
COMCAST CORP CABLE COM 20030N101 115,264 2,878,000 SH   SOLE   442,000 0 2,436,000
COMERICA COM 200340107 4,644 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 172,936 6,067,932 SH   SOLE   5,143,160 0 924,772
CONSTELLATION BRANDS INC.-A COM 21036P108 8,808 38,536 SH   SOLE   0 0 38,536
CONSTELLIUM N.V. COM N22035104 12,951 1,161,500 SH   SOLE   657,200 0 504,300
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,139 142,000 SH   SOLE   41,000 0 101,000
CORNING INC COM 219350105 542,958 16,972,756 SH   SOLE   1,893,406 0 15,079,350
COVANTA HOLDINGS CORP COM 22282E102 2,873 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 3,945 163,000 SH   SOLE   163,000 0 0
CREE INC. COM 225447101 308,080 8,295,089 SH   SOLE   3,808,129 0 4,486,960
CROWN HOLDINGS INC. COM 228368106 5,737 102,000 SH   SOLE   2,000 0 100,000
CSX CORP. COM 126408103 157,213 2,857,900 SH   SOLE   170,000 0 2,687,900
CURTISS WRIGHT COM 231561101 144,673 1,187,300 SH   SOLE   695,400 0 491,900
CVS HEALTH CORP COM 126650100 246,046 3,393,733 SH   SOLE   620,060 0 2,773,673
DEERE & CO COM 244199105 858,607 5,485,959 SH   SOLE   1,386,719 0 4,099,240
DELL TECHNOLOGIES INC COM 24703L103 241,274 2,968,430 SH   SOLE   750,747 0 2,217,683
DELTA AIR LINES DEL COM 247361702 1,572,521 28,080,724 SH   SOLE   8,185,294 0 19,895,430
DESCARTES SYS GRP INC COM 249906108 128,975 4,541,390 SH   SOLE   144,090 0 4,397,300
DEXTERA SURGICAL INC COM 252366109 29 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA CL A COM 00BRF12N3 35,939 10,051,000 SH   SOLE   9,521,000 0 530,000
DIEBOLD NIXDORF COM 253651103 11,036 675,000 SH   SOLE   675,000 0 0
DIGIMARC COM 25381B101 14,930 413,000 SH   SOLE   413,000 0 0
DISCOVER FIN SVCS COM 254709108 856,275 11,132,025 SH   SOLE   5,064,803 0 6,067,222
DISNEY WALT CO. COM 254687106 517,821 4,816,489 SH   SOLE   517,300 0 4,299,189
DOWDUPONT INC COM 26078J100 190,063 2,668,678 SH   SOLE   981,503 0 1,687,175
DXC TECHNOLOGIES CO COM 23355L106 483,851 5,098,532 SH   SOLE   1,477,090 0 3,621,442
DYAX (NON-TRADABLE) CONT VAL R COM 267CVR991 31,449 10,482,860 SH   SOLE   7,669,720 0 2,813,140
E TRADE FINANCIAL COM 269246401 630,481 12,718,995 SH   SOLE   7,831,366 0 4,887,629
EBAY INC. COM 278642103 340,796 9,030,100 SH   SOLE   4,271,700 0 4,758,400
EDWARDS LIFE COM 28176E108 56,355 500,000 SH   SOLE   0 0 500,000
ELECTRONIC ARTS INC. COM 285512109 131,848 1,254,975 SH   SOLE   451,650 0 803,325
ELLIE MAE COM 28849P100 277,707 3,106,345 SH   SOLE   2,926,295 0 180,050
ENTEGRIS INC COM 29362U104 151,627 4,979,552 SH   SOLE   332,618 0 4,646,934
ENTERCOM COMMS CORP COM 293639100 16,865 1,561,538 SH   SOLE   721,909 0 839,629
EOG RESOURCES INC. COM 26875P101 235,767 2,184,850 SH   SOLE   157,425 0 2,027,425
EPIZYME COM 29428V104 103,855 8,275,327 SH   SOLE   7,750,827 0 524,500
ERICSSON COM 294821608 674,866 101,027,845 SH   SOLE   27,791,641 0 73,236,204
ESTERLINE TECHNOLOGIES COM 297425100 8,097 108,399 SH   SOLE   9,700 0 98,699
EXACT SCIENCES CORP COM 30063p105 188,046 3,579,100 SH   SOLE   3,067,900 0 511,200
EXXON MOBIL CORP. COM 30231G102 7,946 95,000 SH   SOLE   95,000 0 0
FARO TECHNOLOGIES INC. COM 311642102 83,683 1,780,500 SH   SOLE   1,503,322 0 277,178
FEDEX CORP COM 31428X106 3,861,973 15,476,367 SH   SOLE   1,926,219 0 13,550,148
FLEX LTD COM Y2573F102 944,534 52,503,286 SH   SOLE   22,939,393 0 29,563,893
FLEX PHARMA COM 33938A105 6,304 1,806,414 SH   SOLE   1,459,631 0 346,783
FLUIDIGM CORP. COM 34385P108 34,016 5,775,143 SH   SOLE   3,850,032 0 1,925,111
FORMFACTOR INC COM 346375108 73,023 4,666,018 SH   SOLE   1,657,518 0 3,008,500
GENERAL DYNAMICS CORP COM 369550108 24,007 118,000 SH   SOLE   0 0 118,000
GILBRALTAR INDUSTRIES COM 374689107 3,376 102,300 SH   SOLE   63,800 0 38,500
GILDAN ACTIVEWEAR COM 375916103 55,210 1,709,300 SH   SOLE   644,500 0 1,064,800
GLAUKOS COM 377322102 2,109 82,210 SH   SOLE   59,210 0 23,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 38,043 1,072,535 SH   SOLE   471,135 0 601,400
GREIF CL A COM 397624107 4,846 80,000 SH   SOLE   0 0 80,000
GREIF CL B COM 397624206 2,427 35,000 SH   SOLE   0 0 35,000
GTT COMMUNICATIONS COM 362393100 1,878 40,000 SH   SOLE   7,000 0 33,000
HABIT BURGER COM 40449J103 3,113 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 29,939 751,300 SH   SOLE   686,300 0 65,000
HERC HOLDINGS INC COM 42704L104 19,330 308,740 SH   SOLE   52,233 0 256,507
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,399,200 97,437,324 SH   SOLE   34,634,928 0 62,802,396
HILTON GRAND VACATIONS COM 43283X105 1,458 34,760 SH   SOLE   0 0 34,760
HILTON WORLDWIDE HOLDINGS COM 43300A203 68,709 860,364 SH   SOLE   125,000 0 735,364
HONEYWELL INTL. INC. COM 438516106 487,106 3,176,223 SH   SOLE   305,850 0 2,870,373
HP INC. COM 40434L105 1,325,843 63,105,314 SH   SOLE   18,584,428 0 44,520,886
HUBSPOT INC COM 443573100 46,750 528,850 SH   SOLE   486,050 0 42,800
IDEX CORP COM 45167R104 102,149 774,030 SH   SOLE   307,260 0 466,770
ILLUMINA INC COM 452327109 412,369 1,887,360 SH   SOLE   592,710 0 1,294,650
IMAX CORP. COM 45245E109 145,565 6,287,900 SH   SOLE   5,528,900 0 759,000
IMMUNOGEN COM 45253H101 24,507 3,823,300 SH   SOLE   2,725,000 0 1,098,300
INGEVITY CORP COM 45688C107 1,431 20,300 SH   SOLE   2,900 0 17,400
INSULET CORP. COM 45784P101 341,803 4,953,672 SH   SOLE   4,579,477 0 374,195
INTEL CORP COM 458140100 912,267 19,763,160 SH   SOLE   4,840,133 0 14,923,027
INTUIT INC COM 461202103 847,835 5,373,525 SH   SOLE   724,250 0 4,649,275
IROBOT CORP COM 462726100 52,386 683,000 SH   SOLE   662,000 0 21,000
JABIL CIRCUIT COM 466313103 96,349 3,670,450 SH   SOLE   2,069,600 0 1,600,850
JACOBS ENGR GROUP DEL COM 469814107 540,702 8,197,422 SH   SOLE   4,278,038 0 3,919,384
JET BLUE AIRWAYS COM 477143101 456,156 20,418,798 SH   SOLE   10,754,895 0 9,663,903
JOHNSON & JOHNSON COM 478160104 128,727 921,323 SH   SOLE   148,550 0 772,773
JPMORGAN CHASE & CO. COM 46625H100 2,498,005 23,358,935 SH   SOLE   6,584,189 0 16,774,746
KEYSIGHT TECHNOLOGIES COM 49338L103 219,128 5,267,505 SH   SOLE   2,947,665 0 2,319,840
KIRBY CORP. COM 497266106 200 3,000 SH   SOLE   3,000 0 0
KLA-TENCOR CORP. COM 482480100 1,316,575 12,530,456 SH   SOLE   3,180,280 0 9,350,176
L BRANDS INC. COM 501797104 1,158,816 19,243,035 SH   SOLE   5,014,196 0 14,228,839
LAS VEGAS SANDS CORP. COM 517834107 176,712 2,542,981 SH   SOLE   1,252,481 0 1,290,500
LILLY ELI & CO COM 532457108 4,658,187 55,152,577 SH   SOLE   11,827,046 0 43,325,531
LIONS GATE ENT CL-A COM 535919401 67,038 1,982,786 SH   SOLE   1,848,186 0 134,600
LIONS GATE ENT CL-B COM 535919500 93,005 2,930,200 SH   SOLE   2,802,500 0 127,700
LOWES COS INC COM 548661107 23,021 247,700 SH   SOLE   0 0 247,700
MARKETAXESS HLDGS INC. COM 57060D108 173,388 859,420 SH   SOLE   787,220 0 72,200
MARRIOTT INTERNATIONAL COM 571903202 105,381 776,400 SH   SOLE   5,700 0 770,700
MARRONE BIO INNOVATIONS COM 57165B106 2,888 2,625,600 SH   SOLE   2,325,000 0 300,600
MARSH & MCLENNAN COS. COM 571748102 803,819 9,876,145 SH   SOLE   1,544,898 0 8,331,247
MASTERCARD INC CL A COM 57636Q104 172,233 1,137,900 SH   SOLE   0 0 1,137,900
MATSON INC. COM 57686G105 5,961 199,761 SH   SOLE   199,761 0 0
MATTEL INC COM 577081102 689,419 44,825,710 SH   SOLE   13,076,464 0 31,749,246
MAXLINEAR INC COM 57776J100 22,454 849,900 SH   SOLE   745,200 0 104,700
MCDONALDS CORP. COM 580135101 1,721 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 706,813 8,753,098 SH   SOLE   1,233,170 0 7,519,928
MERCK & COMPANY COM 58933Y105 313,709 5,575,068 SH   SOLE   3,053,000 0 2,522,068
MERCURY GENERAL CORP COM 589400100 15,049 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 117,787 3,527,600 SH   SOLE   1,768,000 0 1,759,600
MICRO FOCUS INTL PLC ADR COM 594837304 435,411 12,962,510 SH   SOLE   5,645,439 0 7,317,071
MICRON TECHNOLOGY INC COM 595112103 2,401,022 58,390,611 SH   SOLE   15,732,700 0 42,657,911
MICROSOFT CORP. COM 594918104 3,835,180 44,834,928 SH   SOLE   7,166,097 0 37,668,831
MINDBODY INC COM 60255W105 19,682 646,377 SH   SOLE   543,877 0 102,500
MOMENTA PHARMACEUTICALS COM 60877T100 40,021 2,868,900 SH   SOLE   2,500,583 0 368,317
MONSANTO CO. COM 61166W101 1,275,048 10,918,379 SH   SOLE   1,411,100 0 9,507,279
NATIONAL OILWELL VARCO COM 637071101 23,832 661,641 SH   SOLE   111,800 0 549,841
NCI BUILDING SYSTEMS COM 628852204 9,167 475,000 SH   SOLE   475,000 0 0
NEKTAR THERAPEUTICS COM 640268108 1,335,191 22,357,522 SH   SOLE   20,348,786 0 2,008,736
NETAPP INC. COM 64110D104 2,212,004 39,985,620 SH   SOLE   12,712,995 0 27,272,625
NETFLIX COM 64110L106 8,293 43,200 SH   SOLE   5,700 0 37,500
NEWELL BRANDS INC COM 651229106 124,875 4,041,260 SH   SOLE   1,750,800 0 2,290,460
NMI HOLDINGS INC. COM 629209305 850 50,000 SH   SOLE   40,000 0 10,000
NN INC COM 629337106 54,562 1,976,881 SH   SOLE   1,551,526 0 425,355
NOBLE ENERGY INC. COM 655044105 65,702 2,254,700 SH   SOLE   19,400 0 2,235,300
NORFOLK SOUTHERN COM 655844108 39,847 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 286,230 2,865,457 SH   SOLE   830,250 0 2,035,207
NORWEGIAN CRUISE LINES COM G66721104 258,530 4,855,025 SH   SOLE   2,841,750 0 2,013,275
NOVARTIS AG ADR COM 66987V109 1,837,937 21,890,624 SH   SOLE   3,375,604 0 18,515,020
NUANCE COMMUNICATIONS COM 67020Y100 174,867 10,695,249 SH   SOLE   6,635,086 0 4,060,163
NUTANIX COM 67059N108 34,777 985,732 SH   SOLE   745,582 0 240,150
NUVASIVE INC. COM 670704105 48,851 835,200 SH   SOLE   690,000 0 145,200
NVIDIA CORP. COM 67066G104 2,700,298 13,955,030 SH   SOLE   2,505,360 0 11,449,670
OLD DOMINION FREIGHT LINES COM 679580100 67,788 515,300 SH   SOLE   22,000 0 493,300
ONCOMED PHARMACEUTICALS COM 68234X102 22,819 5,565,600 SH   SOLE   3,762,300 0 1,803,300
ORACLE CORP. COM 68389X105 323,461 6,841,388 SH   SOLE   261,325 0 6,580,063
ORASURE TECHNOLOGIES COM 68554V108 23,877 1,266,000 SH   SOLE   1,143,400 0 122,600
OSI SYSTEMS COM 671044105 25,205 391,500 SH   SOLE   350,700 0 40,800
PARK HOTELS & RESORTS COM 700517105 1,920 66,800 SH   SOLE   0 0 66,800
PAYPAL HOLDINGS INC COM 70450Y103 332,751 4,519,840 SH   SOLE   1,915,100 0 2,604,740
PENTAIR PLC COM G7S00T104 103,988 1,472,500 SH   SOLE   144,200 0 1,328,300
PENUMBRA COM 70975L107 5,404 57,430 SH   SOLE   14,600 0 42,830
PEPSICO INC COM 713448108 23,984 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 281 8,500 SH   SOLE   0 0 8,500
PERKIN ELMER COM 714046109 240,336 3,286,875 SH   SOLE   1,917,775 0 1,369,100
PFENEX INC COM 717071104 6,268 2,356,400 SH   SOLE   2,297,100 0 59,300
PHILIP MORRIS INTL INC COM 718172109 13,003 123,075 SH   SOLE   100,000 0 23,075
PIONEER NATURAL RES CO COM 723787107 2,852 16,500 SH   SOLE   0 0 16,500
PLANTRONICS INC NEW COM 727493108 247,071 4,904,150 SH   SOLE   81,300 0 4,822,850
PRAXAIR INC. COM 74005P104 228,984 1,480,370 SH   SOLE   246,170 0 1,234,200
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,155 26,000 SH   SOLE   0 0 26,000
PROGRESSIVE CORP. COM 743315103 254,460 4,518,102 SH   SOLE   553,800 0 3,964,302
PROS HOLDINGS INC. COM 74346Y103 16,110 609,087 SH   SOLE   609,087 0 0
PUBLIC SVC ENTERPRISE GRP COM 744573106 19,178 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 512,392 16,566,194 SH   SOLE   8,022,006 0 8,544,188
QUALCOMM INCORP. COM 747525103 980,438 15,314,552 SH   SOLE   3,594,154 0 11,720,398
RAMBUS INC DEL COM COM 750917106 80,834 5,684,527 SH   SOLE   647,769 0 5,036,758
RANGE RESOURCES COM 75281A109 9,468 555,000 SH   SOLE   555,000 0 0
RESTAURANT BRANDS INTL COM 76131D103 13,218 215,000 SH   SOLE   140,000 0 75,000
REX ENERGY CORP COM 761565506 155 111,400 SH   SOLE   85,000 0 26,400
RITCHIE BROS AUCTION COM 767744105 155,769 5,204,457 SH   SOLE   2,455,182 0 2,749,275
ROCHE HOLDING AG-CHF COM 007110388 2,221,194 8,782,051 SH   SOLE   1,338,682 0 7,443,369
ROCKWELL AUTOMATION COM 773903109 143,323 729,935 SH   SOLE   45,415 0 684,520
ROCKWELL COLLINS INC. COM 774341101 8,937 65,900 SH   SOLE   50,000 0 15,900
ROKU INC COM 77543R102 3,728 72,000 SH   SOLE   16,500 0 55,500
ROSS STORES INC COM 778296103 1,065,892 13,282,147 SH   SOLE   2,467,000 0 10,815,147
ROYAL CARIBBEAN COM V7780T103 1,179,082 9,884,996 SH   SOLE   3,824,241 0 6,060,755
RYANAIR COM 783513203 54,075 519,000 SH   SOLE   4,000 0 515,000
SAFRAN COM 00B058TZ6 15,460 150,000 SH   SOLE   125,000 0 25,000
SALESFORCE.COM COM 79466L302 69,451 679,360 SH   SOLE   0 0 679,360
SANOFI COM 80105N105 84,108 1,956,000 SH   SOLE   344,000 0 1,612,000
SCHLUMBERGER LTD COM 806857108 247,062 3,666,155 SH   SOLE   609,262 0 3,056,893
SCHWAB CHARLES CORP COM 808513105 1,786,046 34,768,270 SH   SOLE   7,355,562 0 27,412,708
SEATTLE GENETICS COM 812578102 680,204 12,714,100 SH   SOLE   9,621,205 0 3,092,895
SERVICESOURCE COM 81763U100 41,058 13,287,533 SH   SOLE   8,822,000 0 4,465,533
SHUTTERFLY COM 82568P304 251,709 5,059,482 SH   SOLE   4,375,427 0 684,055
SIEMENS COM 005727973 709,379 5,090,800 SH   SOLE   901,000 0 4,189,800
SIGNET JEWELERS COM G81276100 3,167 56,000 SH   SOLE   0 0 56,000
SKECHERS USA INC COM 830566105 1,892 50,000 SH   SOLE   50,000 0 0
SONY CORP ADR NEW COM 835699307 1,961,879 43,645,800 SH   SOLE   18,741,250 0 24,904,550
SOUTHWEST AIRLS CO COM 844741108 4,613,057 70,482,151 SH   SOLE   12,520,478 0 57,961,673
SOUTHWESTERN ENERGY CO COM 845467109 63,626 11,402,450 SH   SOLE   5,655,025 0 5,747,425
SPECTRUM PHARMACEUTICALS COM 84763A108 86,526 4,566,000 SH   SOLE   4,303,200 0 262,800
SPIRIT AIRLINES COM 848577102 35,956 801,700 SH   SOLE   427,500 0 374,200
SPLUNK COM 848637104 575,589 6,948,198 SH   SOLE   4,368,200 0 2,579,998
SPRINT CORP. COM 85207U105 215,753 36,630,400 SH   SOLE   24,102,900 0 12,527,500
STRATASYS LTD COM M85548101 150,983 7,564,300 SH   SOLE   7,214,300 0 350,000
STRYKER CORP. COM 863667101 35,164 227,100 SH   SOLE   1,600 0 225,500
T-MOBILE US INC. COM 872590104 21,720 342,000 SH   SOLE   0 0 342,000
TEMPUR SEALY COM 88023U101 8,181 130,500 SH   SOLE   100,000 0 30,500
TERADYNE COM 880770102 74,960 1,790,314 SH   SOLE   973,907 0 816,407
TESLA INC. COM 88160R101 338,061 1,085,790 SH   SOLE   383,590 0 702,200
TEXAS INSTRS. INC. COM 882508104 4,159,200 39,823,818 SH   SOLE   5,762,057 0 34,061,761
TEXTRON INC. COM 883203101 228,174 4,032,050 SH   SOLE   546,800 0 3,485,250
THE CME GROUP COM 12572Q105 296,271 2,028,556 SH   SOLE   767,634 0 1,260,922
THE RUBICON PROJECT COM 78112V102 2,492 1,332,800 SH   SOLE   1,243,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 976,789 5,144,244 SH   SOLE   1,101,890 0 4,042,354
TJX COS INC NEW COM 872540109 886,640 11,596,124 SH   SOLE   637,400 0 10,958,724
TRANSDIGM GROUP COM 893641100 55,006 200,300 SH   SOLE   4,500 0 195,800
TRANSOCEAN LTD COM H8817H100 151,896 14,222,457 SH   SOLE   3,922,782 0 10,299,675
TRAVELERS COMPANIES INC. COM 89417E109 54,225 399,775 SH   SOLE   0 0 399,775
TRIBUNE MEDIA COMPANY COM 896047503 201,647 4,747,990 SH   SOLE   2,953,000 0 1,794,990
TRIMBLE INC COM 896239100 392,375 9,654,888 SH   SOLE   3,405,868 0 6,249,020
TRONC INC COM 89703P107 61,594 3,501,631 SH   SOLE   3,221,531 0 280,100
TUESDAY MORNING CORP. COM 899035505 6,075 2,209,000 SH   SOLE   1,599,000 0 610,000
TYSON FOODS COM 902494103 42,651 526,100 SH   SOLE   370,000 0 156,100
ULTA BEAUTY INC. COM 90384S303 11,496 51,400 SH   SOLE   3,600 0 47,800
UNION PACIFIC CORP. COM 907818108 319,424 2,381,987 SH   SOLE   102,250 0 2,279,737
UNITED CONTL HLDGS INC COM 910047109 1,838,911 27,283,552 SH   SOLE   8,610,739 0 18,672,813
UNITED PARCEL SVC INC. COM 911312106 445,286 3,737,185 SH   SOLE   678,659 0 3,058,526
UNITED TECHNOLOGIES CORP. COM 913017109 94,045 737,200 SH   SOLE   56,000 0 681,200
UNIVERSAL DISPLAY CORP COM 91347P105 117,842 682,550 SH   SOLE   521,875 0 160,675
US BANCORP DEL COM 902973304 273,823 5,110,550 SH   SOLE   393,700 0 4,716,850
V F CORP COM 918204108 56,055 757,500 SH   SOLE   310,000 0 447,500
VISA COM 92826C839 776,275 6,808,239 SH   SOLE   1,704,225 0 5,104,014
VMWARE COM 928563402 210,426 1,679,107 SH   SOLE   921,562 0 757,545
WATERS CORP COM 941848103 64,985 336,377 SH   SOLE   103,830 0 232,547
WELLS FARGO & CO. COM 949746101 1,116,672 18,405,665 SH   SOLE   4,400,656 0 14,005,009
WESTERN DIGITAL CORP COM 958102105 69,406 872,706 SH   SOLE   275,567 0 597,139
WHIRLPOOL CP COM 963320106 357,299 2,118,711 SH   SOLE   392,973 0 1,725,738
XENCOR COM 98401F105 134,989 6,158,243 SH   SOLE   4,703,218 0 1,455,025
ZIMMER BIOMET HOLDINGS COM 98956P102 104,754 868,100 SH   SOLE   238,500 0 629,600