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
A10 NETWORKS COM 002121101 374 35,000 SH   SOLE   35,000 0 0
AARON'S INC COM 002535300 1,881 74,000 SH   SOLE   30,000 0 44,000
ABAXIS COM 002567105 119,913 2,323,000 SH   SOLE   2,147,000 0 176,000
ABBOTT LABORATORIES COM 002824100 664,828 15,720,699 SH   SOLE   5,007,706 0 10,712,993
ABBVIE INC. COM 00287Y109 60,159 953,845 SH   SOLE   342,145 0 611,700
ABIOMED INC. COM 003654100 605,431 4,708,590 SH   SOLE   3,994,673 0 713,917
ACCURAY INC. COM 004397105 47,734 7,493,600 SH   SOLE   6,583,100 0 910,500
ACTIVISION BLIZZARD COM 00507V109 418,555 9,448,200 SH   SOLE   1,931,250 0 7,516,950
ADOBE SYS INC COM 00724F101 3,048,207 28,083,724 SH   SOLE   4,868,220 0 23,215,504
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,752 426,300 SH   SOLE   387,400 0 38,900
AECOM COM 00766T100 218,250 7,341,075 SH   SOLE   3,928,325 0 3,412,750
AGILENT TECHNOLOGIES COM 00846U101 220,453 4,681,530 SH   SOLE   2,468,410 0 2,213,120
AIR CANADA CL A COM 008911877 1,213 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 1,167,832 19,297,848 SH   SOLE   2,786,500 0 16,511,348
ALASKA AIRGROUP INC. COM 011659109 475,248 7,216,035 SH   SOLE   1,000,600 0 6,215,435
ALIBABA GROUP HOLDING COM 01609W102 1,626,934 15,378,905 SH   SOLE   3,395,400 0 11,983,505
ALKERMES COM G01767105 148,312 3,153,560 SH   SOLE   2,217,750 0 935,810
ALLEGIANT TRAVEL CO COM 01748X102 5,481 41,500 SH   SOLE   22,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 1,961,816 2,439,888 SH   SOLE   434,472 0 2,005,416
ALPHABET INC CLASS C COM 02079k107 1,875,869 2,413,345 SH   SOLE   413,133 0 2,000,212
AMAZON.COM INC COM 023135106 243,856 291,238 SH   SOLE   4,300 0 286,938
AMERICAN AIRLINES GROUP COM 02376R102 1,621,648 44,295,226 SH   SOLE   17,117,051 0 27,178,175
AMERICAN EXPRESS CO. COM 025816109 36,804 574,700 SH   SOLE   84,400 0 490,300
AMGEN INC. COM 031162100 4,430,566 26,560,551 SH   SOLE   4,160,994 0 22,399,557
ANALOG DEVICES COM 032654105 273,650 4,245,930 SH   SOLE   1,111,950 0 3,133,980
APPLE INC COM 037833100 115,503 1,021,700 SH   SOLE   0 0 1,021,700
APPLIED MATERIALS COM 038222105 176,449 5,852,355 SH   SOLE   2,477,000 0 3,375,355
ARBUTUS BIOPHARMA CORP COM 03879J100 13,312 3,869,800 SH   SOLE   3,869,800 0 0
ARISTA NETWORKS COM 040413106 706 8,300 SH   SOLE   4,100 0 4,200
ASCENA RETAIL GROUP COM 04351G101 55,252 9,884,100 SH   SOLE   8,528,600 0 1,355,500
ASML HOLDING NV COM N07059210 216,496 1,975,688 SH   SOLE   478,924 0 1,496,764
ASTRAZENECA COM 046353108 568,916 17,313,325 SH   SOLE   4,008,300 0 13,305,025
AT&T INC. COM 00206R102 631,116 15,540,897 SH   SOLE   1,304,115 0 14,236,782
AUTOZONE INC. COM 053332102 18,267 23,775 SH   SOLE   0 0 23,775
AVIS BUDGET GROUP COM 053774105 17,451 510,100 SH   SOLE   430,100 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 46,285 3,485,300 SH   SOLE   2,907,500 0 577,800
AXOVANT SCIENCES COM G0750W104 10,371 740,802 SH   SOLE   423,600 0 317,202
BARRACUDA NETWORKS INC COM 068323104 21,021 825,000 SH   SOLE   725,000 0 100,000
BED BATH & BEYOND INC. COM 075896100 174,822 4,055,256 SH   SOLE   541,073 0 3,514,183
BIOGEN INC. COM 09062X103 4,912,663 15,693,905 SH   SOLE   2,113,237 0 13,580,668
BIOMARIN PHARMA COM 09061G101 657,644 7,108,129 SH   SOLE   1,674,095 0 5,434,034
BLACKBERRY LTD COM 09228F103 601,361 75,358,507 SH   SOLE   44,368,850 0 30,989,657
BLUE BUFFALO COM 09531U102 14,909 627,500 SH   SOLE   271,300 0 356,200
BOEING CO. COM 097023105 141,653 1,075,250 SH   SOLE   88,550 0 986,700
BOOT BARN HOLDINGS COM 099406100 20,160 1,771,489 SH   SOLE   1,771,489 0 0
BOSTON SCIENTIFIC CORP COM 101137107 994,960 41,805,050 SH   SOLE   3,350,021 0 38,455,029
BROCADE COMM SYS COM 111621306 3,090 334,747 SH   SOLE   334,747 0 0
CABELA'S COM 126804301 1,263 23,000 SH   SOLE   0 0 23,000
CABOT CORP COM 127055101 6,551 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 69,683 2,700,900 SH   SOLE   545,400 0 2,155,500
CARMAX INC. COM 143130102 1,002,967 18,799,750 SH   SOLE   8,527,850 0 10,271,900
CARNIVAL CORP COM 143658300 1,062,333 21,760,205 SH   SOLE   6,874,362 0 14,885,843
CARTER'S COM 146229109 4,185 48,270 SH   SOLE   0 0 48,270
CATERPILLAR INC DEL COM 149123101 554,950 6,251,551 SH   SOLE   1,089,210 0 5,162,341
CELANESE CORP COM 150870103 52,456 788,100 SH   SOLE   50,000 0 738,100
CEPHEID COM 15670R107 123,105 2,336,400 SH   SOLE   2,109,800 0 226,600
CERNER CORP COM 156782104 1,235 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 48,438 7,800,000 SH   SOLE   7,800,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 42,733 606,479 SH   SOLE   147,129 0 459,350
CHARLES RIVER LAB COM 159864107 75,811 909,660 SH   SOLE   391,660 0 518,000
CHARTER COMMUNICATIONS COM 16119P108 43,978 162,900 SH   SOLE   0 0 162,900
CHEGG INC COM 163092109 79,607 11,228,128 SH   SOLE   8,618,500 0 2,609,628
CHICAGO BRIDGE & IRON COM 167250109 3,364 120,000 SH   SOLE   0 0 120,000
CHUBB LIMITED COM H1467J104 7,591 60,411 SH   SOLE   0 0 60,411
CIENA CORP COM 171779309 11,318 519,170 SH   SOLE   13,956 0 505,214
CIRCOR CORP COM 17273K109 21,990 369,200 SH   SOLE   336,000 0 33,200
CISCO SYSTEMS INC COM 17275R102 876,303 27,626,190 SH   SOLE   7,868,325 0 19,757,865
CNA FINL CORP COM 126117100 14,394 418,300 SH   SOLE   267,800 0 150,500
COMCAST CORP CABLE COM 20030N101 72,656 1,095,200 SH   SOLE   221,000 0 874,200
COMERICA COM 200340107 2,532 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 170,693 5,567,295 SH   SOLE   4,664,123 0 903,172
CONSTELLIUM N.V. COM N22035104 11,514 1,599,200 SH   SOLE   832,100 0 767,100
CONTROLADORA VUELA COMPANIA DE COM 21240E105 2,122 122,000 SH   SOLE   21,000 0 101,000
CORNING INC COM 219350105 444,263 18,784,900 SH   SOLE   2,498,750 0 16,286,150
COVANTA HOLDINGS CORP COM 22282E102 2,616 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 8,031 341,150 SH   SOLE   267,350 0 73,800
CREE INC. COM 225447101 228,482 8,883,441 SH   SOLE   3,984,081 0 4,899,360
CROWN HOLDINGS INC. COM 228368106 5,823 102,000 SH   SOLE   2,000 0 100,000
CSX CORP. COM 126408103 152,007 4,983,850 SH   SOLE   824,225 0 4,159,625
CURTISS WRIGHT COM 231561101 120,484 1,322,400 SH   SOLE   673,400 0 649,000
CVS HEALTH CORP COM 126650100 310,814 3,492,690 SH   SOLE   657,060 0 2,835,630
DEERE & CO COM 244199105 460,525 5,395,719 SH   SOLE   1,475,919 0 3,919,800
DELL TECHNOLOGIES INC COM 24703L103 187,535 3,923,316 SH   SOLE   862,875 0 3,060,441
DELTA AIR LINES DEL COM 247361702 783,994 19,918,540 SH   SOLE   6,473,100 0 13,445,440
DESCARTES SYS GRP INC COM 249906108 105,243 4,890,490 SH   SOLE   203,390 0 4,687,100
DEXTERA SURGICAL INC COM 252366109 1,137 601,350 SH   SOLE   531,550 0 69,800
DHX MEDIA CL B COM 00BRF12P5 7,190 1,365,400 SH   SOLE   1,365,400 0 0
DIEBOLD COM 253651103 19,088 770,000 SH   SOLE   675,000 0 95,000
DIGIMARC COM 25381B101 11,658 304,000 SH   SOLE   294,000 0 10,000
DISCOVER FIN SVCS COM 254709108 306,982 5,428,500 SH   SOLE   2,531,500 0 2,897,000
DISNEY WALT CO. COM 254687106 530,184 5,709,499 SH   SOLE   608,750 0 5,100,749
DOW CHEMICAL CO. COM 260543103 81,439 1,571,275 SH   SOLE   728,000 0 843,275
DU PONT E.I. DE NEMOURS COM 263534109 31,911 476,500 SH   SOLE   182,300 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 346,126 11,886,200 SH   SOLE   7,248,800 0 4,637,400
EBAY INC. COM 278642103 281,147 8,545,500 SH   SOLE   4,092,800 0 4,452,700
EDWARDS LIFE COM 28176E108 67,514 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 120,743 1,413,850 SH   SOLE   513,650 0 900,200
ELLIE MAE COM 28849P100 367,608 3,491,050 SH   SOLE   3,237,900 0 253,150
ENSCO PLC COM G3157S106 1,218 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 88,838 5,099,759 SH   SOLE   438,225 0 4,661,534
EOG RESOURCES INC. COM 26875P101 214,599 2,219,000 SH   SOLE   168,975 0 2,050,025
EPIZYME COM 29428V104 64,209 6,525,327 SH   SOLE   5,988,127 0 537,200
ERICSSON COM 294821608 574,951 79,743,604 SH   SOLE   23,823,800 0 55,919,804
ESTERLINE TECHNOLOGIES COM 297425100 8,618 113,331 SH   SOLE   47,700 0 65,631
EXACT SCIENCES CORP COM 30063p105 83,403 4,491,300 SH   SOLE   3,775,000 0 716,300
EXPEDITORS INTL OF WASH COM 302130109 35,775 694,400 SH   SOLE   0 0 694,400
EXXON MOBIL CORP. COM 30231G102 67,687 775,512 SH   SOLE   95,000 0 680,512
F5 NETWORKS INC COM 315616102 14,991 120,275 SH   SOLE   53,100 0 67,175
FARO TECHNOLOGIES INC. COM 311642102 65,537 1,823,000 SH   SOLE   1,530,322 0 292,678
FEDEX CORP COM 31428X106 2,764,673 15,827,070 SH   SOLE   2,080,123 0 13,746,947
FLEX PHARMA COM 33938A105 10,100 857,359 SH   SOLE   549,259 0 308,100
FLEXTRONICS LTD COM Y2573F102 693,444 50,913,657 SH   SOLE   19,236,547 0 31,677,110
FLUIDIGM CORP. COM 34385P108 34,165 4,265,332 SH   SOLE   2,885,732 0 1,379,600
FORMFACTOR INC COM 346375108 91,393 8,423,318 SH   SOLE   2,007,118 0 6,416,200
FRANCESCA'S HOLDINGS COM 351793104 1,933 125,300 SH   SOLE   20,300 0 105,000
FRANK'S INTERNATIONAL COM N33462107 2,350 180,800 SH   SOLE   70,000 0 110,800
GARMIN LIMITED COM H2906T109 35,818 744,500 SH   SOLE   348,000 0 396,500
GILDAN ACTIVEWEAR COM 375916103 72,776 2,603,800 SH   SOLE   871,800 0 1,732,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 47,835 1,109,085 SH   SOLE   481,085 0 628,000
GREIF CL A COM 397624107 9,442 190,400 SH   SOLE   65,000 0 125,400
GREIF CL B COM 397624206 2,242 37,000 SH   SOLE   0 0 37,000
GUIDANCE SOFTWARE COM 401692108 27,309 4,582,115 SH   SOLE   3,000,915 0 1,581,200
HAWAIIAN HOLDINGS INC. COM 419879101 30,253 622,500 SH   SOLE   602,500 0 20,000
HERC HOLDINGS INC COM 42704L104 10,787 320,092 SH   SOLE   62,886 0 257,206
HERTZ GLOBAL HLDS COM 42806J106 41,966 1,044,980 SH   SOLE   183,660 0 861,320
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,275,403 56,061,655 SH   SOLE   14,833,796 0 41,227,859
HILTON WORLDWIDE HOLDINGS COM 43300A104 23,854 1,040,300 SH   SOLE   0 0 1,040,300
HONEYWELL INTL. INC. COM 438516106 551,779 4,732,645 SH   SOLE   436,905 0 4,295,740
HP INC. COM 40434L105 959,157 61,761,530 SH   SOLE   16,096,196 0 45,665,334
HUBSPOT INC COM 443573100 29,732 516,000 SH   SOLE   501,000 0 15,000
IDEX CORP COM 45167R104 112,679 1,204,220 SH   SOLE   341,600 0 862,620
ILLUMINA INC COM 452327109 378,429 2,083,170 SH   SOLE   639,680 0 1,443,490
IMAX CORP. COM 45245E109 12,031 415,300 SH   SOLE   240,000 0 175,300
IMMUNOGEN COM 45253H101 25,779 9,619,122 SH   SOLE   7,728,450 0 1,890,672
INSULET CORP. COM 45784P101 212,052 5,179,572 SH   SOLE   4,786,377 0 393,195
INTEL CORP COM 458140100 1,186,563 31,432,144 SH   SOLE   5,999,992 0 25,432,152
INTUIT INC COM 461202103 723,222 6,574,150 SH   SOLE   884,175 0 5,689,975
IROBOT CORP COM 462726100 5,278 120,000 SH   SOLE   105,000 0 15,000
JABIL CIRCUIT COM 466313103 86,941 3,984,475 SH   SOLE   2,150,475 0 1,834,000
JACOBS ENGR GROUP DEL COM 469814107 397,999 7,695,272 SH   SOLE   3,699,538 0 3,995,734
JET BLUE AIRWAYS COM 477143101 346,098 20,075,314 SH   SOLE   9,936,551 0 10,138,763
JOHNSON & JOHNSON COM 478160104 297,616 2,519,397 SH   SOLE   794,752 0 1,724,645
JOHNSON CONTROLS INC. COM G51502105 57,195 1,229,200 SH   SOLE   220,500 0 1,008,700
JPMORGAN CHASE & CO. COM 46625H100 1,562,422 23,463,307 SH   SOLE   6,707,982 0 16,755,325
KELLOGG CO. COM 487836108 5,423 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 213,249 6,729,227 SH   SOLE   4,150,677 0 2,578,550
KIRBY CORP. COM 497266106 38,778 623,845 SH   SOLE   389,129 0 234,716
KLA-TENCOR CORP. COM 482480100 932,964 13,383,496 SH   SOLE   3,181,000 0 10,202,496
L BRANDS INC. COM 501797104 1,114,991 15,755,136 SH   SOLE   3,929,902 0 11,825,234
LAS VEGAS SANDS CORP. COM 517834107 143,993 2,502,481 SH   SOLE   1,161,381 0 1,341,100
LILLY ELI & CO COM 532457108 4,530,601 56,449,048 SH   SOLE   11,872,952 0 44,576,096
LIONSGATE ENTERTAINMENT COM 535919203 69,665 3,485,000 SH   SOLE   3,325,000 0 160,000
LOWES COS INC COM 548661107 67,105 929,300 SH   SOLE   0 0 929,300
LYONDELLBASELL INDUSTRIES COM N53745100 6,784 84,100 SH   SOLE   25,000 0 59,100
MARKETAXESS HLDGS INC. COM 57060D108 166,156 1,003,420 SH   SOLE   912,220 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 26,057 387,000 SH   SOLE   6,700 0 380,300
MARRONE BIO INNOVATIONS COM 57165B106 5,024 2,921,000 SH   SOLE   2,390,400 0 530,600
MARSH & MCLENNAN COS. COM 571748102 822,488 12,230,310 SH   SOLE   1,999,992 0 10,230,318
MASTERCARD INC CL A COM 57636Q104 5,506 54,100 SH   SOLE   0 0 54,100
MATSON INC. COM 57686G105 7,966 199,761 SH   SOLE   199,761 0 0
MCDONALDS CORP. COM 580135101 1,154 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 1,251,303 14,482,669 SH   SOLE   2,053,620 0 12,429,049
MERCK & COMPANY COM 58933Y105 185,002 2,964,300 SH   SOLE   2,569,500 0 394,800
MERCURY GENERAL CORP COM 589400100 15,446 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 14,316 550,000 SH   SOLE   250,000 0 300,000
MICRON TECHNOLOGY INC COM 595112103 1,104,727 62,133,100 SH   SOLE   16,199,900 0 45,933,200
MICROSOFT CORP. COM 594918104 3,255,504 56,519,174 SH   SOLE   8,657,446 0 47,861,728
MINDBODY INC COM 60255W105 11,440 581,877 SH   SOLE   521,377 0 60,500
MOBILEYE N.V. COM N51488117 5,919 139,031 SH   SOLE   21,600 0 117,431
MOMENTA PHARMACEUTICALS COM 60877T100 32,029 2,739,900 SH   SOLE   2,370,583 0 369,317
MONSANTO CO. COM 61166W101 1,141,864 11,172,833 SH   SOLE   1,512,389 0 9,660,444
NATIONAL OILWELL VARCO COM 637071101 44,668 1,215,795 SH   SOLE   296,650 0 919,145
NCI BUILDING SYSTEMS COM 628852204 9,629 660,000 SH   SOLE   595,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 343,714 20,006,621 SH   SOLE   17,709,386 0 2,297,235
NETAPP INC. COM 64110D104 1,497,074 41,794,351 SH   SOLE   13,302,876 0 28,491,475
NEUSTAR COM 64126X201 194,684 7,321,711 SH   SOLE   5,203,644 0 2,118,067
NEWELL BRANDS INC COM 651229106 37,218 706,760 SH   SOLE   0 0 706,760
NIMBLE STORAGE COM 65440R101 3,201 362,500 SH   SOLE   362,500 0 0
NN INC COM 629337106 25,105 1,375,600 SH   SOLE   1,071,746 0 303,854
NOBLE ENERGY INC. COM 655044105 81,952 2,293,000 SH   SOLE   50,200 0 2,242,800
NORFOLK SOUTHERN COM 655844108 28,141 289,938 SH   SOLE   275,000 0 14,938
NORTHERN TRUST CORP COM 665859104 133,356 1,961,400 SH   SOLE   469,800 0 1,491,600
NORWEGIAN CRUISE LINES COM G66721104 186,942 4,958,675 SH   SOLE   2,923,275 0 2,035,400
NOVADAQ TECHNOLOGIES COM 66987G102 65,791 5,686,349 SH   SOLE   5,686,349 0 0
NOVARTIS AG ADR COM 66987V109 1,623,215 20,557,433 SH   SOLE   2,546,858 0 18,010,575
NUANCE COMMUNICATIONS COM 67020Y100 172,865 11,921,699 SH   SOLE   7,101,110 0 4,820,589
NUVASIVE INC. COM 670704105 57,928 869,000 SH   SOLE   705,000 0 164,000
NVIDIA CORP. COM 67066G104 1,730,511 25,255,555 SH   SOLE   4,382,180 0 20,873,375
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 3,711 141,600 SH   SOLE   31,600 0 110,000
ONCOMED PHARMACEUTICALS COM 68234X102 14,890 1,302,700 SH   SOLE   1,256,800 0 45,900
ORACLE CORP. COM 68389X105 290,746 7,401,875 SH   SOLE   342,450 0 7,059,425
ORASURE TECHNOLOGIES COM 68554V108 16,067 2,015,900 SH   SOLE   1,891,900 0 124,000
OSI SYSTEMS COM 671044105 21,379 327,000 SH   SOLE   313,000 0 14,000
PAYPAL HOLDINGS INC COM 70450Y103 199,233 4,862,900 SH   SOLE   1,994,200 0 2,868,700
PENNEY J C INC COM 708160106 7,835 849,800 SH   SOLE   0 0 849,800
PENTAIR PLC COM G7S00T104 111,868 1,741,400 SH   SOLE   144,500 0 1,596,900
PENUMBRA COM 70975L107 6,011 79,100 SH   SOLE   23,200 0 55,900
PEPSICO INC COM 713448108 48,946 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 195,068 3,476,530 SH   SOLE   1,910,730 0 1,565,800
PETRO BRASIL ADR Pref A COM 71654V101 5,664 681,600 SH   SOLE   0 0 681,600
PETROLEO BRASILEIRO ADR COM 71654V408 3,929 421,100 SH   SOLE   0 0 421,100
PFENEX INC COM 717071104 21,525 2,405,000 SH   SOLE   2,330,000 0 75,000
PLANTRONICS INC NEW COM 727493108 255,807 4,923,150 SH   SOLE   82,500 0 4,840,650
POST HOLDINGS COM 737446104 926 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 84,812 5,196,800 SH   SOLE   244,400 0 4,952,400
PRAXAIR INC. COM 74005P104 188,817 1,562,670 SH   SOLE   289,270 0 1,273,400
PROGRESSIVE CORP. COM 743315103 311,319 9,883,150 SH   SOLE   2,401,825 0 7,481,325
PUBLIC SVC ENTERPRISE GRP COM 744573106 15,592 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 534,362 19,473,847 SH   SOLE   9,567,720 0 9,906,127
QUALCOMM INCORP. COM 747525103 1,163,168 16,980,554 SH   SOLE   3,765,865 0 13,214,689
RAMBUS INC DEL COM COM 750917106 111,381 8,910,472 SH   SOLE   827,213 0 8,083,259
RANGE RESOURCES COM 75281A109 10,152 262,000 SH   SOLE   137,000 0 125,000
REPUBLIC SVCS INC COM 760759100 19,803 392,535 SH   SOLE   107,000 0 285,535
REX ENERGY CORP COM 761565100 2,128 3,645,000 SH   SOLE   2,700,000 0 945,000
RITCHIE BROS AUCTION COM 767744105 225,553 6,431,505 SH   SOLE   2,702,420 0 3,729,085
ROCHE HOLDING AG-CHF COM 007110388 2,477,028 9,982,115 SH   SOLE   1,690,948 0 8,291,167
ROCKWELL AUTOMATION COM 773903109 115,594 944,860 SH   SOLE   71,440 0 873,420
ROSS STORES INC COM 778296103 954,861 14,850,100 SH   SOLE   2,831,000 0 12,019,100
ROYAL CARIBBEAN COM V7780T103 790,281 10,544,105 SH   SOLE   4,178,672 0 6,365,433
SAFRAN COM 00B058TZ6 115,126 1,600,400 SH   SOLE   183,100 0 1,417,300
SALESFORCE.COM COM 79466L302 46,872 657,110 SH   SOLE   0 0 657,110
SANOFI COM 80105N105 77,801 2,037,207 SH   SOLE   364,000 0 1,673,207
SCHLUMBERGER LTD COM 806857108 356,015 4,527,153 SH   SOLE   706,342 0 3,820,811
SCHWAB CHARLES CORP COM 808513105 1,662,393 52,657,350 SH   SOLE   11,552,671 0 41,104,679
SCHWEITZER-MAUDUIT COM 808541106 6,941 180,000 SH   SOLE   180,000 0 0
SEATTLE GENETICS COM 812578102 724,827 13,420,237 SH   SOLE   9,969,062 0 3,451,175
SERVICESOURCE COM 81763U100 62,943 12,898,236 SH   SOLE   8,546,150 0 4,352,086
SHUTTERFLY COM 82568P304 240,040 5,377,232 SH   SOLE   4,597,827 0 779,405
SIEMENS COM 005727973 49,601 423,500 SH   SOLE   30,000 0 393,500
SONY CORP ADR NEW COM 835699307 1,473,317 44,363,650 SH   SOLE   18,971,900 0 25,391,750
SOUTHWEST AIRLS CO COM 844741108 2,817,233 72,441,062 SH   SOLE   12,868,206 0 59,572,856
SOUTHWESTERN ENERGY CO COM 845467109 89,249 6,448,625 SH   SOLE   2,293,100 0 4,155,525
SPIRIT AIRLINES COM 848577102 39,707 933,624 SH   SOLE   477,500 0 456,124
SPRINT CORP. COM 85207U105 240,890 36,333,300 SH   SOLE   23,799,300 0 12,534,000
STRATASYS LTD COM M85548101 108,894 4,520,300 SH   SOLE   4,170,300 0 350,000
STRYKER CORP. COM 863667101 26,588 228,400 SH   SOLE   2,000 0 226,400
TASER INTERNATIONAL INC COM 87651B104 6,723 235,000 SH   SOLE   160,000 0 75,000
TERADYNE COM 880770102 53,535 2,480,775 SH   SOLE   864,950 0 1,615,825
TERRAVIA HLDGS INC COM 88105A106 31,888 11,595,609 SH   SOLE   9,439,388 0 2,156,221
TESLA MOTORS COM 88160R101 208,027 1,019,590 SH   SOLE   310,290 0 709,300
TEXAS INSTRS. INC. COM 882508104 3,319,042 47,293,276 SH   SOLE   6,871,595 0 40,421,681
TEXTRON INC. COM 883203101 41,141 1,035,000 SH   SOLE   16,200 0 1,018,800
THE CME GROUP COM 12572Q105 202,937 1,941,613 SH   SOLE   761,763 0 1,179,850
THE RUBICON PROJECT COM 78112V102 28,292 3,416,926 SH   SOLE   3,102,726 0 314,200
THERMO FISHER SCIENTIFIC COM 883556102 827,887 5,204,870 SH   SOLE   1,142,760 0 4,062,110
TJX COS INC NEW COM 872540109 918,313 12,280,196 SH   SOLE   703,500 0 11,576,696
TRANSDIGM GROUP COM 893641100 4,539 15,700 SH   SOLE   400 0 15,300
TRANSOCEAN LTD COM H8817H100 170,965 16,038,007 SH   SOLE   4,175,432 0 11,862,575
TRAVELERS COMPANIES INC. COM 89417E109 37,962 331,400 SH   SOLE   0 0 331,400
TRIBUNE MEDIA COMPANY COM 896047503 244,743 6,701,620 SH   SOLE   4,260,570 0 2,441,050
TRIMBLE INC COM 896239100 352,211 12,332,302 SH   SOLE   4,081,288 0 8,251,014
TRONC INC COM 89703P107 59,939 3,550,868 SH   SOLE   3,249,968 0 300,900
TUESDAY MORNING CORP. COM 899035505 23,429 3,917,885 SH   SOLE   2,618,485 0 1,299,400
TWILIO COM 90138f102 251 3,900 SH   SOLE   3,900 0 0
TYSON FOODS COM 902494103 34,430 461,100 SH   SOLE   370,000 0 91,100
UNION PACIFIC CORP. COM 907818108 460,381 4,720,400 SH   SOLE   107,325 0 4,613,075
UNITED CONTL HLDGS INC COM 910047109 1,041,144 19,842,651 SH   SOLE   6,615,224 0 13,227,427
UNITED PARCEL SVC INC. COM 911312106 433,417 3,963,213 SH   SOLE   724,087 0 3,239,126
UNITED TECHNOLOGIES CORP. COM 913017109 142,982 1,407,300 SH   SOLE   56,000 0 1,351,300
UNIVERSAL DISPLAY CORP COM 91347P105 57,653 1,038,600 SH   SOLE   750,200 0 288,400
US BANCORP DEL COM 902973304 216,970 5,058,750 SH   SOLE   368,300 0 4,690,450
V F CORP COM 918204108 70,365 1,255,400 SH   SOLE   165,000 0 1,090,400
VISA COM 92826C839 499,090 6,034,950 SH   SOLE   1,983,631 0 4,051,319
VMWARE COM 928563402 135,478 1,847,012 SH   SOLE   966,862 0 880,150
WATERS CORP COM 941848103 77,420 488,487 SH   SOLE   121,220 0 367,267
WELLS FARGO & CO. COM 949746101 809,962 18,291,827 SH   SOLE   4,363,177 0 13,928,650
WESTERN DIGITAL CORP COM 958102105 68,868 1,177,828 SH   SOLE   355,066 0 822,762
WHIRLPOOL CP COM 963320106 12,827 79,100 SH   SOLE   5,000 0 74,100
WORKDAY COM 98138H101 917 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 127,289 5,197,595 SH   SOLE   3,999,500 0 1,198,095
YAHOO! INC. COM 984332106 271,124 6,290,580 SH   SOLE   3,204,480 0 3,086,100
ZIMMER BIOMET HOLDINGS COM 98956P102 58,808 452,300 SH   SOLE   102,300 0 350,000