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
ABBOTT LABORATORIES COM 002824100 1,034,538 14,102,210 SH   SOLE   4,631,447 0 9,470,763
ABIOMED INC. COM 003654100 1,516,530 3,371,940 SH   SOLE   2,979,973 0 391,967
ACCURAY INC. COM 004397105 23,980 5,329,000 SH   SOLE   4,438,000 0 891,000
ACTIVISION BLIZZARD COM 00507V109 695,015 8,354,550 SH   SOLE   1,417,700 0 6,936,850
ACUITY BRANDS COM 00508Y102 8,960 57,000 SH   SOLE   0 0 57,000
ADIENT PLC COM G0084W101 4,464 113,570 SH   SOLE   13,000 0 100,570
ADOBE INC COM 00724F101 5,650,622 20,932,105 SH   SOLE   3,313,988 0 17,618,117
ADVERUM BIOTECHNOLOGIES COM 00773U108 5,052 835,100 SH   SOLE   697,648 0 137,452
AECOM COM 00766T100 623,039 19,076,501 SH   SOLE   11,952,470 0 7,124,031
AGILENT TECHNOLOGIES COM 00846U101 324,988 4,607,140 SH   SOLE   2,375,640 0 2,231,500
AIR CANADA CL A COM 008911877 3,204 150,100 SH   SOLE   0 0 150,100
AIRBUS SE COM 004012250 2,287,744 18,216,526 SH   SOLE   2,528,671 0 15,687,855
ALASKA AIRGROUP INC. COM 011659109 414,854 6,024,607 SH   SOLE   912,907 0 5,111,700
ALBEMARLE CORP COM 012653101 107,900 1,081,380 SH   SOLE   393,580 0 687,800
ALIBABA GROUP HOLDING COM 01609W102 2,526,372 15,333,650 SH   SOLE   3,399,295 0 11,934,355
ALKERMES COM G01767105 987,709 23,273,058 SH   SOLE   15,111,433 0 8,161,625
ALLEGIANT TRAVEL CO COM 01748X102 5,972 47,100 SH   SOLE   28,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,735,248 2,266,004 SH   SOLE   371,342 0 1,894,662
ALPHABET INC CLASS C COM 02079k107 2,643,707 2,215,143 SH   SOLE   329,102 0 1,886,041
ALTABA INC. COM 021346101 398,877 5,855,510 SH   SOLE   3,042,160 0 2,813,350
ALTAIR ENGINEERING COM 021369103 43,641 1,004,400 SH   SOLE   690,400 0 314,000
ALTRIA GROUP INC. COM 02209S103 31,916 529,204 SH   SOLE   500,000 0 29,204
AMAZON.COM INC COM 023135106 617,881 308,478 SH   SOLE   2,100 0 306,378
AMERICAN AIRLINES GROUP COM 02376R102 2,849,496 68,944,981 SH   SOLE   24,114,423 0 44,830,558
AMERICAN EXPRESS CO. COM 025816109 55,045 516,900 SH   SOLE   75,000 0 441,900
AMGEN INC. COM 031162100 4,310,273 20,793,442 SH   SOLE   3,226,700 0 17,566,742
ANALOG DEVICES COM 032654105 476,252 5,150,900 SH   SOLE   1,208,420 0 3,942,480
APPLE INC COM 037833100 193,030 855,100 SH   SOLE   0 0 855,100
APPLIED MATERIALS COM 038222105 165,693 4,287,010 SH   SOLE   2,445,955 0 1,841,055
ARBUTUS BIOPHARMA CORP COM 03879J100 38,465 4,070,400 SH   SOLE   4,070,400 0 0
ARENA PHARMACEUTICALS COM 040047607 45,486 988,399 SH   SOLE   783,400 0 204,999
ARISTA NETWORKS COM 040413106 1,608 6,050 SH   SOLE   1,500 0 4,550
ARLO TECHNOLOGIES INC COM 04206A101 31,173 2,148,400 SH   SOLE   1,006,100 0 1,142,300
ARMSTRONG WORLD INDS INC COM 04247X102 3,271 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 41,875 9,163,000 SH   SOLE   8,493,000 0 670,000
ASML HOLDING NV COM N07059210 299,877 1,594,920 SH   SOLE   367,461 0 1,227,459
ASTRAZENECA COM 046353108 2,192,150 55,399,286 SH   SOLE   15,683,633 0 39,715,653
AUTODESK INC. COM 052769106 13,425 86,000 SH   SOLE   0 0 86,000
AVAYA HOLDINGS CORP COM 05351X101 1,187 53,600 SH   SOLE   12,500 0 41,100
AVIS BUDGET GROUP COM 053774105 15,427 480,000 SH   SOLE   400,000 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 58,032 2,953,300 SH   SOLE   2,520,000 0 433,300
AXON ENTERPRISE INC COM 05464C101 36,063 527,000 SH   SOLE   417,000 0 110,000
AXOVANT SCIENCES COM G0750W104 2,621 1,082,900 SH   SOLE   889,000 0 193,900
BANKAMERICA CORP NEW COM 060505104 523,932 17,784,527 SH   SOLE   3,419,766 0 14,364,761
BEIGENE LTD COM 00BGDY260 84,928 6,350,100 SH   SOLE   3,886,600 0 2,463,500
BEIGENE LTD ADR COM 07725L102 150,785 875,539 SH   SOLE   739,147 0 136,392
BIOGEN INC. COM 09062X103 5,255,061 14,873,796 SH   SOLE   1,753,505 0 13,120,291
BIOMARIN PHARMA COM 09061G101 1,377,797 14,208,485 SH   SOLE   4,039,579 0 10,168,906
BLACKBERRY LTD COM 09228F103 839,034 73,728,793 SH   SOLE   45,850,943 0 27,877,850
BOEING CO. COM 097023105 445,101 1,196,829 SH   SOLE   50,729 0 1,146,100
BOOT BARN HOLDINGS COM 099406100 22,728 800,000 SH   SOLE   800,000 0 0
BOOZE ALLEN HAMILTON HOLDINGS COM 099502106 6,936 139,750 SH   SOLE   0 0 139,750
BOSTON SCIENTIFIC CORP COM 101137107 1,723,560 44,767,785 SH   SOLE   3,711,486 0 41,056,299
BRISTOL-MYERS SQUIBB COM 110122108 1,173,728 18,906,694 SH   SOLE   6,043,464 0 12,863,230
BURLINGTON STORES COM 122017106 2,867 17,600 SH   SOLE   8,100 0 9,500
CABOT CORP COM 127055101 7,840 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 66,453 2,950,850 SH   SOLE   1,009,750 0 1,941,100
CALAVO GROWERS COM 128246105 14,722 152,400 SH   SOLE   117,500 0 34,900
CAMPING WORLD HOLDINGS INC A COM 13462K109 9,121 427,800 SH   SOLE   77,800 0 350,000
CARMAX INC. COM 143130102 919,696 12,316,803 SH   SOLE   6,271,716 0 6,045,087
CARNIVAL CORP COM 143658300 1,310,678 20,553,212 SH   SOLE   6,593,794 0 13,959,418
CATERPILLAR INC DEL COM 149123101 1,432,154 9,391,789 SH   SOLE   2,149,788 0 7,242,001
CBOE GLOBAL MARKETS COM 12503M108 62,144 647,600 SH   SOLE   499,000 0 148,600
CBS CORPORATION COM 124857202 103,776 1,806,377 SH   SOLE   674,628 0 1,131,749
CELANESE CORP COM 150870103 6,948 60,950 SH   SOLE   50,000 0 10,950
CERNER CORP COM 156782104 1,250 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 74,263 10,300,000 SH   SOLE   10,300,000 0 0
CHARLES RIVER LAB COM 159864107 56,655 421,100 SH   SOLE   17,000 0 404,100
CHARTER COMMUNICATIONS COM 16119P108 53,216 163,300 SH   SOLE   0 0 163,300
CHEGG INC COM 163092109 279,134 9,818,290 SH   SOLE   7,799,800 0 2,018,490
CHUBB LIMITED COM H1467J104 5,497 41,133 SH   SOLE   0 0 41,133
CIRCOR CORP COM 17273K109 17,029 358,500 SH   SOLE   336,000 0 22,500
CISCO SYSTEMS INC COM 17275R102 1,246,359 25,618,886 SH   SOLE   6,856,554 0 18,762,332
CITIGROUP INC. COM 172967424 446,936 6,229,941 SH   SOLE   3,379,340 0 2,850,601
CNA FINL CORP COM 126117100 2,762 60,500 SH   SOLE   0 0 60,500
COMCAST CORP CABLE COM 20030N101 102,229 2,887,000 SH   SOLE   448,000 0 2,439,000
COMERICA COM 200340107 4,826 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 152,826 8,383,232 SH   SOLE   7,165,460 0 1,217,772
CONSTELLATION BRANDS INC.-A COM 21036P108 3,658 16,966 SH   SOLE   0 0 16,966
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,059 142,000 SH   SOLE   41,000 0 101,000
CORNING INC COM 219350105 566,668 16,052,923 SH   SOLE   1,549,453 0 14,503,470
CRAY INC COM 225223304 7,116 331,000 SH   SOLE   295,000 0 36,000
CREE INC. COM 225447101 319,429 8,434,889 SH   SOLE   4,201,529 0 4,233,360
CSX CORP. COM 126408103 131,972 1,782,200 SH   SOLE   170,000 0 1,612,200
CURTISS WRIGHT COM 231561101 179,058 1,303,000 SH   SOLE   792,000 0 511,000
CVS HEALTH CORP COM 126650100 288,100 3,659,811 SH   SOLE   729,838 0 2,929,973
DEERE & CO COM 244199105 761,395 5,064,822 SH   SOLE   1,241,651 0 3,823,171
DELL TECHNOLOGIES INC COM 24703L103 361,980 3,727,141 SH   SOLE   1,168,542 0 2,558,599
DELTA AIR LINES DEL COM 247361702 1,651,336 28,555,011 SH   SOLE   8,961,915 0 19,593,096
DESCARTES SYS GRP INC COM 249906108 149,869 4,420,900 SH   SOLE   129,600 0 4,291,300
DEXTERA SURGICAL INC COM 252366109 18 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA LTD COM 00BF2QB07 15,554 10,812,100 SH   SOLE   10,282,100 0 530,000
DIEBOLD NIXDORF COM 253651103 3,037 675,000 SH   SOLE   675,000 0 0
DIGIMARC COM 25381B101 13,052 415,000 SH   SOLE   415,000 0 0
DISCOVER FIN SVCS COM 254709108 958,851 12,542,195 SH   SOLE   5,785,620 0 6,756,575
DISNEY WALT CO. COM 254687106 385,738 3,298,600 SH   SOLE   200,000 0 3,098,600
DOWDUPONT INC COM 26078J100 260,228 4,046,455 SH   SOLE   1,281,800 0 2,764,655
DXC TECHNOLOGIES CO COM 23355L106 355,141 3,797,487 SH   SOLE   1,058,042 0 2,739,445
E TRADE FINANCIAL COM 269246401 687,138 13,115,825 SH   SOLE   8,102,996 0 5,012,829
EBAY INC. COM 278642103 315,430 9,552,700 SH   SOLE   4,495,000 0 5,057,700
EDWARDS LIFE COM 28176E108 93,143 535,000 SH   SOLE   0 0 535,000
ELANCO ANIMAL HEALTH INC COM 28414H103 130,837 3,750,000 SH   SOLE   1,191,200 0 2,558,800
ELECTRONIC ARTS INC. COM 285512109 138,112 1,146,250 SH   SOLE   420,175 0 726,075
ELLIE MAE COM 28849P100 274,013 2,891,345 SH   SOLE   2,711,295 0 180,050
ENTEGRIS INC COM 29362U104 139,247 4,809,929 SH   SOLE   276,726 0 4,533,203
ENTERCOM COMMS CORP COM 293639100 23,098 2,923,738 SH   SOLE   1,471,809 0 1,451,929
EOG RESOURCES INC. COM 26875P101 274,995 2,155,637 SH   SOLE   130,412 0 2,025,225
EPIZYME COM 29428V104 102,491 9,668,927 SH   SOLE   9,142,627 0 526,300
EQUINIX COM 29444U700 7,402 17,100 SH   SOLE   0 0 17,100
ERICSSON COM 294821608 1,168,122 132,741,106 SH   SOLE   35,305,216 0 97,435,890
EXACT SCIENCES CORP COM 30063p105 282,463 3,579,100 SH   SOLE   3,067,900 0 511,200
EXXON MOBIL CORP. COM 30231G102 4,251 50,000 SH   SOLE   50,000 0 0
FACEBOOK INC. COM 30303M102 18,699 113,700 SH   SOLE   0 0 113,700
FARO TECHNOLOGIES INC. COM 311642102 107,605 1,672,178 SH   SOLE   1,418,934 0 253,244
FEDEX CORP COM 31428X106 3,636,407 15,101,984 SH   SOLE   1,712,086 0 13,389,898
FIVE BELOW COM 33829M101 1,639 12,600 SH   SOLE   7,300 0 5,300
FLEX LTD COM Y2573F102 852,952 65,011,618 SH   SOLE   33,511,796 0 31,499,822
FLEX PHARMA COM 33938A105 91 195,809 SH   SOLE   92,809 0 103,000
FLUIDIGM CORP. COM 34385P108 43,862 5,856,043 SH   SOLE   3,898,932 0 1,957,111
FORMFACTOR INC COM 346375108 64,158 4,666,018 SH   SOLE   1,657,518 0 3,008,500
GENERAL DYNAMICS CORP COM 369550108 52,613 257,000 SH   SOLE   152,000 0 105,000
GILBRALTAR INDUSTRIES COM 374689107 11,847 259,800 SH   SOLE   206,300 0 53,500
GILDAN ACTIVEWEAR COM 375916103 45,173 1,484,500 SH   SOLE   644,500 0 840,000
GLAUKOS COM 377322102 17,458 269,000 SH   SOLE   202,000 0 67,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 33,889 843,635 SH   SOLE   272,535 0 571,100
GREIF CL A COM 397624107 3,220 60,000 SH   SOLE   0 0 60,000
GREIF CL B COM 397624206 1,902 33,000 SH   SOLE   0 0 33,000
GTT COMMUNICATIONS COM 362393100 2,504 57,700 SH   SOLE   17,600 0 40,100
HABIT BURGER COM 40449J103 5,200 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 35,657 889,200 SH   SOLE   774,200 0 115,000
HERC HOLDINGS INC COM 42704L104 16,422 320,740 SH   SOLE   35,833 0 284,907
HESS CORPORATION COM 42809H107 16,022 223,827 SH   SOLE   84,397 0 139,430
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,581,588 96,970,449 SH   SOLE   33,638,813 0 63,331,636
HILTON WORLDWIDE HOLDINGS COM 43300A203 69,420 859,365 SH   SOLE   125,000 0 734,365
HONEYWELL INTL. INC. COM 438516106 505,737 3,039,283 SH   SOLE   269,340 0 2,769,943
HP INC. COM 40434L105 1,609,134 62,442,138 SH   SOLE   17,903,577 0 44,538,561
HUBSPOT INC COM 443573100 75,513 500,250 SH   SOLE   470,250 0 30,000
ICF INTERNATIONAL COM 44925C103 7,652 101,417 SH   SOLE   101,417 0 0
IDEX CORP COM 45167R104 103,585 687,540 SH   SOLE   280,590 0 406,950
ILLUMINA INC COM 452327109 392,590 1,069,553 SH   SOLE   344,200 0 725,353
IMAX CORP. COM 45245E109 162,228 6,287,900 SH   SOLE   5,528,900 0 759,000
IMMUNOGEN COM 45253H101 35,880 3,788,800 SH   SOLE   2,725,000 0 1,063,800
INGEVITY CORP COM 45688C107 2,221 21,800 SH   SOLE   3,900 0 17,900
INSULET CORP. COM 45784P101 524,820 4,953,472 SH   SOLE   4,579,477 0 373,995
INTEL CORP COM 458140100 1,161,277 24,556,497 SH   SOLE   5,906,495 0 18,650,002
INTUIT INC COM 461202103 1,103,431 4,852,381 SH   SOLE   551,416 0 4,300,965
IROBOT CORP COM 462726100 457,443 4,161,600 SH   SOLE   4,095,600 0 66,000
JABIL CIRCUIT COM 466313103 103,776 3,832,187 SH   SOLE   2,151,012 0 1,681,175
JACOBS ENGR GROUP DEL COM 469814107 635,667 8,309,372 SH   SOLE   4,205,313 0 4,104,059
JET BLUE AIRWAYS COM 477143101 444,618 22,965,825 SH   SOLE   13,309,522 0 9,656,303
JOHNSON & JOHNSON COM 478160104 40,857 295,700 SH   SOLE   11,600 0 284,100
JPMORGAN CHASE & CO. COM 46625H100 2,621,996 23,236,403 SH   SOLE   6,317,724 0 16,918,679
KEYSIGHT TECHNOLOGIES COM 49338L103 338,568 5,108,145 SH   SOLE   2,838,395 0 2,269,750
KIRBY CORP. COM 497266106 247 3,000 SH   SOLE   3,000 0 0
KLA-TENCOR CORP. COM 482480100 1,251,877 12,308,296 SH   SOLE   3,037,000 0 9,271,296
L BRANDS INC. COM 501797104 582,535 19,225,582 SH   SOLE   4,860,194 0 14,365,388
LAS VEGAS SANDS CORP. COM 517834107 46,841 789,500 SH   SOLE   100,000 0 689,500
LILLY ELI & CO COM 532457108 5,879,683 54,791,568 SH   SOLE   10,949,859 0 43,841,709
LIONS GATE ENT CL-A COM 535919401 48,360 1,982,786 SH   SOLE   1,848,186 0 134,600
LIONS GATE ENT CL-B COM 535919500 68,274 2,930,200 SH   SOLE   2,802,500 0 127,700
LOWES COS INC COM 548661107 4,708 41,000 SH   SOLE   0 0 41,000
MARKETAXESS HLDGS INC. COM 57060D108 148,936 834,420 SH   SOLE   762,220 0 72,200
MARRIOTT INTERNATIONAL COM 571903202 106,766 808,646 SH   SOLE   2,646 0 806,000
MARRONE BIO INNOVATIONS COM 57165B106 4,805 2,625,600 SH   SOLE   2,325,000 0 300,600
MARSH & MCLENNAN COS. COM 571748102 798,865 9,657,461 SH   SOLE   1,361,939 0 8,295,522
MASTERCARD INC CL A COM 57636Q104 39,296 176,524 SH   SOLE   17,374 0 159,150
MATERIALISE NV - ADR COM 57667T100 11,562 837,833 SH   SOLE   628,600 0 209,233
MATTEL INC COM 577081102 796,675 50,743,629 SH   SOLE   16,330,454 0 34,413,175
MAXAR TECHNOLOGIES LTD COM 57778L103 8,863 268,000 SH   SOLE   170,000 0 98,000
MAXLINEAR INC COM 57776J100 88,918 4,472,712 SH   SOLE   3,718,112 0 754,600
MCDONALDS CORP. COM 580135101 23,521 140,600 SH   SOLE   10,000 0 130,600
MEDTRONIC PLC COM G5960L103 735,905 7,480,995 SH   SOLE   851,180 0 6,629,815
MERCK & COMPANY COM 58933Y105 241,991 3,411,200 SH   SOLE   1,500,000 0 1,911,200
MERCURY GENERAL CORP COM 589400100 14,125 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 127,236 4,558,800 SH   SOLE   2,763,200 0 1,795,600
MICHAEL KORS HOLDINGS LTD COM G60754101 21,096 307,700 SH   SOLE   180,000 0 127,700
MICRO FOCUS INTL PLC ADR COM 594837304 290,489 15,719,114 SH   SOLE   7,478,564 0 8,240,550
MICRON TECHNOLOGY INC COM 595112103 2,628,118 58,105,635 SH   SOLE   15,213,624 0 42,892,011
MICROSOFT CORP. COM 594918104 4,553,943 39,817,635 SH   SOLE   6,325,712 0 33,491,923
MINDBODY INC COM 60255W105 17,706 435,577 SH   SOLE   368,077 0 67,500
MOMENTA PHARMACEUTICALS COM 60877T100 75,957 2,888,100 SH   SOLE   2,519,783 0 368,317
MOODY'S CORPORATION COM 615369105 5,049 30,200 SH   SOLE   12,000 0 18,200
NATIONAL OILWELL VARCO COM 637071101 27,768 644,566 SH   SOLE   100,300 0 544,266
NCI BUILDING SYSTEMS COM 628852204 5,151 340,000 SH   SOLE   340,000 0 0
NEKTAR THERAPEUTICS COM 640268108 1,228,644 20,154,922 SH   SOLE   18,376,332 0 1,778,590
NETAPP INC. COM 64110D104 3,274,034 38,118,924 SH   SOLE   11,849,204 0 26,269,720
NETFLIX COM 64110L106 26,357 70,450 SH   SOLE   7,200 0 63,250
NEWELL BRANDS INC COM 651229106 78,359 3,860,060 SH   SOLE   1,575,400 0 2,284,660
NLIGHT COM 65487K100 5,328 239,900 SH   SOLE   69,100 0 170,800
NMI HOLDINGS INC. COM 629209305 51,380 2,268,449 SH   SOLE   2,258,449 0 10,000
NN INC COM 629337106 90,209 5,782,600 SH   SOLE   4,413,400 0 1,369,200
NOBLE ENERGY INC. COM 655044105 69,986 2,243,847 SH   SOLE   8,547 0 2,235,300
NORFOLK SOUTHERN COM 655844108 49,637 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 347,383 3,401,381 SH   SOLE   1,124,010 0 2,277,371
NORWEGIAN CRUISE LINES COM G66721104 305,891 5,326,325 SH   SOLE   3,342,525 0 1,983,800
NOVARTIS AG ADR COM 66987V109 1,916,347 22,241,721 SH   SOLE   3,469,375 0 18,772,346
NUANCE COMMUNICATIONS COM 67020Y100 155,403 8,972,468 SH   SOLE   5,212,094 0 3,760,374
NUTANIX COM 67059N108 10,351 242,300 SH   SOLE   125,150 0 117,150
NUVASIVE INC. COM 670704105 59,275 835,100 SH   SOLE   690,000 0 145,100
NVENT ELECTRIC PLC COM G6700G107 39,854 1,467,390 SH   SOLE   143,690 0 1,323,700
NVIDIA CORP. COM 67066G104 1,932,480 6,876,665 SH   SOLE   1,321,075 0 5,555,590
OLD DOMINION FREIGHT LINES COM 679580100 34,058 211,200 SH   SOLE   25,000 0 186,200
ONCOMED PHARMACEUTICALS COM 68234X102 12,081 5,698,700 SH   SOLE   3,843,700 0 1,855,000
ORACLE CORP. COM 68389X105 423,803 8,219,617 SH   SOLE   846,225 0 7,373,392
ORASURE TECHNOLOGIES COM 68554V108 26,543 1,718,000 SH   SOLE   1,590,000 0 128,000
OSI SYSTEMS COM 671044105 21,039 275,700 SH   SOLE   255,400 0 20,300
OWENS CORNING COM 690742101 2,762 50,900 SH   SOLE   0 0 50,900
PAYPAL HOLDINGS INC COM 70450Y103 348,579 3,968,340 SH   SOLE   1,655,800 0 2,312,540
PENTAIR PLC COM G7S00T104 63,610 1,467,350 SH   SOLE   143,650 0 1,323,700
PENUMBRA COM 70975L107 9,771 65,270 SH   SOLE   22,600 0 42,670
PEPSICO INC COM 713448108 22,360 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 370 11,100 SH   SOLE   0 0 11,100
PERKIN ELMER COM 714046109 307,251 3,158,741 SH   SOLE   1,816,216 0 1,342,525
PERSPECTA INC. COM 715347100 61,784 2,402,164 SH   SOLE   665,326 0 1,736,838
PFENEX INC COM 717071104 17,440 3,412,900 SH   SOLE   3,141,400 0 271,500
PHILIP MORRIS INTL INC COM 718172109 13,860 169,975 SH   SOLE   150,000 0 19,975
PIONEER NATURAL RES CO COM 723787107 89,647 514,650 SH   SOLE   279,000 0 235,650
PLANTRONICS INC NEW COM 727493108 270,479 4,485,550 SH   SOLE   0 0 4,485,550
PRAXAIR INC. COM 74005P104 231,398 1,439,669 SH   SOLE   212,469 0 1,227,200
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,459 38,500 SH   SOLE   0 0 38,500
PROGRESSIVE CORP. COM 743315103 295,056 4,153,379 SH   SOLE   579,677 0 3,573,702
PROS HOLDINGS INC. COM 74346Y103 94,078 2,686,400 SH   SOLE   2,584,000 0 102,400
PUBLIC SVC ENTERPRISE GRP COM 744573106 19,658 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 613,656 16,199,999 SH   SOLE   7,730,990 0 8,469,009
QUALCOMM INCORP. COM 747525103 1,562,632 21,694,182 SH   SOLE   5,941,632 0 15,752,550
RAMBUS INC DEL COM COM 750917106 23,943 2,194,554 SH   SOLE   298,538 0 1,896,016
RANGE RESOURCES COM 75281A109 17,839 1,050,000 SH   SOLE   1,050,000 0 0
RESTAURANT BRANDS INTL COM 76131D103 61,319 1,034,400 SH   SOLE   285,200 0 749,200
REX ENERGY CORP COM 761565506 7 111,400 SH   SOLE   85,000 0 26,400
RITCHIE BROS AUCTION COM 767744105 122,858 3,400,452 SH   SOLE   1,562,570 0 1,837,882
ROCHE HOLDING AG-CHF COM 007110388 1,936,332 7,996,992 SH   SOLE   914,191 0 7,082,801
ROCKWELL AUTOMATION COM 773903109 136,039 725,465 SH   SOLE   42,445 0 683,020
ROCKWELL COLLINS INC. COM 774341101 7,023 50,000 SH   SOLE   50,000 0 0
ROKU INC COM 77543R102 4,090 56,000 SH   SOLE   3,500 0 52,500
ROSS STORES INC COM 778296103 1,233,873 12,450,791 SH   SOLE   1,992,572 0 10,458,219
ROYAL CARIBBEAN COM V7780T103 1,256,833 9,672,411 SH   SOLE   3,920,956 0 5,751,455
RYANAIR COM 783513203 50,834 529,300 SH   SOLE   14,300 0 515,000
SAFRAN COM 00B058TZ6 17,515 125,000 SH   SOLE   125,000 0 0
SALESFORCE.COM COM 79466L302 115,990 729,360 SH   SOLE   0 0 729,360
SANOFI COM 80105N105 87,361 1,955,700 SH   SOLE   344,000 0 1,611,700
SCHLUMBERGER LTD COM 806857108 219,108 3,596,654 SH   SOLE   553,181 0 3,043,473
SCHWAB CHARLES CORP COM 808513105 1,568,745 31,917,500 SH   SOLE   6,379,847 0 25,537,653
SEATTLE GENETICS COM 812578102 1,114,854 14,456,100 SH   SOLE   10,594,025 0 3,862,075
SERVICESOURCE COM 81763U100 39,232 13,765,533 SH   SOLE   9,057,000 0 4,708,533
SHUTTERFLY COM 82568P304 325,001 4,932,482 SH   SOLE   4,262,727 0 669,755
SIEMENS COM 005727973 1,539,827 12,021,097 SH   SOLE   3,093,150 0 8,927,947
SIEMENS HEALTHINEERS AG COM 00BD594Y4 11,384 258,900 SH   SOLE   162,500 0 96,400
SIEMENS HEALTHINEERS AG - REST COM 00BD594Y4 307,336 7,000,000 SH   SOLE   1,568,200 0 5,431,800
SIGNET JEWELERS COM G81276100 3,365 51,036 SH   SOLE   0 0 51,036
SONY CORP ADR NEW COM 835699307 2,614,332 43,105,224 SH   SOLE   18,229,774 0 24,875,450
SOUTHWEST AIRLS CO COM 844741108 4,618,545 73,955,888 SH   SOLE   14,956,918 0 58,998,970
SOUTHWESTERN ENERGY CO COM 845467109 63,395 12,406,100 SH   SOLE   6,421,950 0 5,984,150
SPECTRUM PHARMACEUTICALS COM 84763A108 187,488 11,160,000 SH   SOLE   10,500,000 0 660,000
SPIRIT AEROSYSTEMS COM 848574109 15,052 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 29,926 637,121 SH   SOLE   437,200 0 199,921
SPLUNK COM 848637104 858,727 7,102,198 SH   SOLE   4,433,200 0 2,668,998
SPRINT CORP. COM 85207U105 239,263 36,584,500 SH   SOLE   24,052,000 0 12,532,500
STRATASYS LTD COM M85548101 175,886 7,610,800 SH   SOLE   7,232,800 0 378,000
STRYKER CORP. COM 863667101 40,067 225,500 SH   SOLE   0 0 225,500
SYRAH RESOURCES COM 00B23HV20 665 400,300 SH   SOLE   200,300 0 200,000
T-MOBILE US INC. COM 872590104 50,228 715,700 SH   SOLE   0 0 715,700
TEMPUR SEALY COM 88023U101 23,953 452,800 SH   SOLE   420,000 0 32,800
TERADYNE COM 880770102 69,492 1,879,172 SH   SOLE   1,015,122 0 864,050
TESLA INC. COM 88160R101 292,840 1,106,015 SH   SOLE   386,215 0 719,800
TEXAS INSTRS. INC. COM 882508104 3,634,570 33,876,129 SH   SOLE   4,971,581 0 28,904,548
TEXTRON INC. COM 883203101 356,297 4,985,260 SH   SOLE   711,260 0 4,274,000
THE CME GROUP COM 12572Q105 345,925 2,032,343 SH   SOLE   771,421 0 1,260,922
THE RUBICON PROJECT COM 78112V102 4,798 1,332,800 SH   SOLE   1,243,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 1,225,129 5,019,374 SH   SOLE   995,860 0 4,023,514
TJX COS INC NEW COM 872540109 912,270 8,143,816 SH   SOLE   501,600 0 7,642,216
TRANSDIGM GROUP COM 893641100 78,183 210,000 SH   SOLE   8,500 0 201,500
TRANSOCEAN LTD COM H8817H100 448,755 32,168,839 SH   SOLE   14,182,074 0 17,986,765
TRAVELERS COMPANIES INC. COM 89417E109 51,855 399,775 SH   SOLE   0 0 399,775
TRIBUNE MEDIA COMPANY COM 896047503 178,215 4,637,400 SH   SOLE   2,881,840 0 1,755,560
TRIMBLE INC COM 896239100 411,210 9,461,793 SH   SOLE   3,235,273 0 6,226,520
TRONC INC COM 89703P107 43,797 2,682,006 SH   SOLE   2,414,791 0 267,215
TUESDAY MORNING CORP. COM 899035505 7,069 2,209,000 SH   SOLE   1,599,000 0 610,000
TYSON FOODS COM 902494103 34,825 585,000 SH   SOLE   378,000 0 207,000
ULTA BEAUTY INC. COM 90384S303 79,953 283,400 SH   SOLE   89,700 0 193,700
UNION PACIFIC CORP. COM 907818108 452,763 2,780,587 SH   SOLE   95,150 0 2,685,437
UNITED CONTL HLDGS INC COM 910047109 3,417,732 38,375,613 SH   SOLE   12,987,956 0 25,387,657
UNITED PARCEL SVC INC. COM 911312106 428,303 3,668,552 SH   SOLE   619,126 0 3,049,426
UNITED TECHNOLOGIES CORP. COM 913017109 82,124 587,400 SH   SOLE   56,000 0 531,400
UNIVERSAL DISPLAY CORP COM 91347P105 362,696 3,076,303 SH   SOLE   2,117,600 0 958,703
US BANCORP DEL COM 902973304 271,463 5,140,379 SH   SOLE   318,954 0 4,821,425
V F CORP COM 918204108 57,004 610,000 SH   SOLE   310,000 0 300,000
VISA COM 92826C839 612,133 4,078,439 SH   SOLE   1,050,900 0 3,027,539
VMWARE COM 928563402 253,846 1,626,595 SH   SOLE   857,625 0 768,970
WATERS CORP COM 941848103 62,398 320,517 SH   SOLE   94,630 0 225,887
WELLS FARGO & CO. COM 949746101 2,024,201 38,512,187 SH   SOLE   8,811,861 0 29,700,326
WESTERN DIGITAL CORP COM 958102105 39,486 674,513 SH   SOLE   198,448 0 476,065
WHIRLPOOL CP COM 963320106 908,454 7,650,140 SH   SOLE   1,979,644 0 5,670,496
WILLSCOT CORP COM 971375126 7,460 435,000 SH   SOLE   189,600 0 245,400
XENCOR COM 98401F105 297,019 7,621,743 SH   SOLE   6,137,976 0 1,483,767
ZIMMER BIOMET HOLDINGS COM 98956P102 225,330 1,713,930 SH   SOLE   581,350 0 1,132,580