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
ACCENTURE PLC CL A G1151C101 415,024 5,767,422 SH   SOLE   3,509,077 0 2,258,345
ALKERMES PLC SHS G01767105 27,213 948,853 SH   SOLE   289,802 0 659,051
AMAZON.COM INC COM 023135106 119,620 430,771 SH   SOLE   287,698 0 143,073
AMERICAN EXPRESS CO COM 025816109 253,986 3,397,346 SH   SOLE   2,157,979 0 1,239,367
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 462,226 10,340,634 SH   SOLE   6,593,241 0 3,747,393
AMERICAN TOWER CORPORATION COM 03027X100 153,327 2,095,495 SH   SOLE   1,201,886 0 893,609
ANHEUSER-BUSCH INBEV SPONS ADR 03524A108 419,668 4,649,544 SH   SOLE   2,706,947 0 1,942,597
ASML HOLDING NV NY REG SHS N07059210 183,433 2,319,003 SH   SOLE   1,463,128 0 855,875
AUTOZONE INC COM 053332102 380,914 899,041 SH   SOLE   532,701 0 366,340
B/E AEROSPACE INC COM 073302101 12,344 195,696 SH   SOLE   62,466 0 133,230
BERKSHIRE HATHAWAY INC CL B NEW 084670702 9,782 87,398 SH   SOLE   0 0 87,398
BIOGEN IDEC INC COM 09062X103 860,316 3,997,754 SH   SOLE   2,287,868 0 1,709,886
BIOMARIN PHARMACEUTICAL INC COM 09061G101 14,468 259,319 SH   SOLE   81,661 0 177,658
BRISTOL MYERS SQUIBB COMPANY COM 110122108 331,181 7,410,629 SH   SOLE   4,574,270 0 2,836,359
BROWN & BROWN INC COM 115236101 8,954 277,724 SH   SOLE   91,793 0 185,931
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 372,985 3,072,870 SH   SOLE   1,689,201 0 1,383,669
CBS CORP CL B 124857202 225,008 4,604,224 SH   SOLE   3,002,409 0 1,601,815
CELGENE CORP COM 151020104 16,315 139,555 SH   SOLE   114,450 0 25,105
CHIPOTLE MEXICAN GRILL COM 169656105 207,231 568,769 SH   SOLE   318,608 0 250,161
CHURCH & DWIGHT CO INC COM 171340102 20,516 332,460 SH   SOLE   103,386 0 229,074
CITIGROUP INC COM NEW 172967424 578,622 12,062,151 SH   SOLE   7,249,513 0 4,812,638
CITY NATIONAL CORP COM 178566105 23,981 378,419 SH   SOLE   117,121 0 261,298
COMCAST CORP CL A 20030N101 179,063 4,275,607 SH   SOLE   2,477,077 0 1,798,530
CONSTELLATION BRANDS CL A 21036P108 65,274 1,252,364 SH   SOLE   669,915 0 582,449
CSX CORP COM 126408103 105,898 4,566,562 SH   SOLE   3,178,357 0 1,388,205
DOLLAR TREE INC COM 256746108 39,721 781,287 SH   SOLE   246,290 0 534,997
DUNKIN BRANDS GROUP INC COM 265504100 34,879 814,543 SH   SOLE   282,322 0 532,221
EBAY INC COM 278642103 387,260 7,487,631 SH   SOLE   4,829,069 0 2,658,562
ECOLAB INC COM 278865100 17,249 202,480 SH   SOLE   64,275 0 138,205
EQUINIX INC COM NEW 29444U502 12,698 68,742 SH   SOLE   56,129 0 12,613
ESTEE LAUDER COMPANIES INC CL A 518439104 8,846 134,498 SH   SOLE   119,168 0 15,330
EXPEDIA INC COM NEW 30212P303 25,323 420,994 SH   SOLE   134,117 0 286,877
FLEETCOR TECHNOLOGIES INC COM 339041105 66,215 814,456 SH   SOLE   396,561 0 417,895
GENESEE & WYOMING INC CL A 371559105 47,906 564,665 SH   SOLE   179,761 0 384,904
GILEAD SCIENCES INC COM 375558103 872,687 17,041,344 SH   SOLE   9,907,811 0 7,133,533
GOOGLE INC CL A 38259P508 712,969 809,851 SH   SOLE   455,671 0 354,180
GREEN MOUNTAIN COFFEE ROASTERS COM 393122106 150,961 2,011,204 SH   SOLE   1,167,951 0 843,253
HOME DEPOT INC COM 437076102 471,850 6,090,738 SH   SOLE   3,439,610 0 2,651,128
IHS INC CL A 451734107 82,203 787,537 SH   SOLE   260,461 0 527,076
IMAX CORPORATION COM 45245E109 17,807 716,298 SH   SOLE   564,155 0 152,143
INCYTE CORP COM 45337C102 8,131 369,562 SH   SOLE   116,523 0 253,039
INTERCONTINENTALEXCHANGE INC COM 45865V100 33,274 187,189 SH   SOLE   93,812 0 93,377
KINDER MORGAN INC COM 49456B101 296,603 7,774,677 SH   SOLE   4,943,677 0 2,831,000
KINDER MORGAN INC WARRANT 49456B119 1,692 330,553 SH   SOLE   282,744 0 47,809
LIBERTY GLOBAL PLC SHS CL A G5480U104 143,563 1,937,953 SH   SOLE   1,280,641 0 657,312
LIBERTY GLOBAL PLC SHS CL C G5480U120 118,767 1,749,405 SH   SOLE   1,116,195 0 633,210
LKQ CORP COM 501889208 30,786 1,195,573 SH   SOLE   542,685 0 652,888
LOCKHEED MARTIN CORP COM 539830109 30,086 277,394 SH   SOLE   155,279 0 122,115
LOWE'S COS INC COM 548661107 33,535 819,915 SH   SOLE   672,569 0 147,346
LULULEMON ATHLETICA INC COM 550021109 227,257 3,468,507 SH   SOLE   2,142,036 0 1,326,471
LUXOTTICA GROUP SPA SPONS ADR 55068R202 6,400 126,586 SH   SOLE   99,716 0 26,870
MASTERCARD INC CL A 57636Q104 70,690 123,046 SH   SOLE   48,339 0 74,707
MERCADOLIBRE INC COM 58733R102 12,502 116,018 SH   SOLE   69,238 0 46,780
MODEL N INC COM 607525102 4,754 203,500 SH   SOLE   166,177 0 37,323
MONDELEZ INTERNATIONAL INC CL A 609207105 154,005 5,398,017 SH   SOLE   3,259,253 0 2,138,764
MONRO MUFFLER BRAKE INC COM 610236101 17,734 369,077 SH   SOLE   116,766 0 252,311
MONSANTO CO COM 61166W101 577,650 5,846,658 SH   SOLE   3,497,136 0 2,349,522
MONSTER BEVERAGE CORP COM 611740101 15,033 247,385 SH   SOLE   77,685 0 169,700
MOODY'S CORP COM 615369105 155,779 2,556,682 SH   SOLE   1,779,351 0 777,331
MORGAN STANLEY COM NEW 617446448 20,479 838,280 SH   SOLE   265,474 0 572,806
MRC GLOBAL INC COM 55345K103 51,661 1,870,425 SH   SOLE   901,456 0 968,969
NIKE INC CL B 654106103 333,498 5,237,086 SH   SOLE   3,328,330 0 1,908,756
PENTAIR LTD SHS H6169Q108 181,636 3,148,477 SH   SOLE   1,792,115 0 1,356,362
PRECISION CASTPARTS CORP COM 740189105 466,459 2,063,887 SH   SOLE   1,188,534 0 875,353
PRICELINE.COM INC COM NEW 741503403 218,951 264,711 SH   SOLE   172,909 0 91,802
PRICESMART INC COM 741511109 4,601 52,502 SH   SOLE   41,317 0 11,185
QIWI PLC SPONS ADR REP B 74735M108 13,266 571,798 SH   SOLE   463,054 0 108,744
RALPH LAUREN CORP CL A 751212101 16,589 95,481 SH   SOLE   30,416 0 65,065
ROSS STORES INC COM 778296103 30,904 476,850 SH   SOLE   147,618 0 329,232
RYANAIR HOLDINGS PLC SPONS ADR 783513104 29,461 571,721 SH   SOLE   402,319 0 169,402
SALESFORCE.COM INC COM 79466L302 21,908 573,808 SH   SOLE   180,638 0 393,170
SBA COMMUNICATIONS CORP COM 78388J106 8,238 111,144 SH   SOLE   90,750 0 20,394
SCHLUMBERGER LIMITED COM 806857108 264,365 3,689,167 SH   SOLE   2,188,685 0 1,500,482
SEAGATE TECHNOLOGY PLC SHS G7945M107 14,771 329,483 SH   SOLE   183,657 0 145,826
SEAWORLD ENTERTAINMENT INC COM 81282V100 3,510 100,000 SH   SOLE   81,826 0 18,174
SHERWIN WILLIAMS CO COM 824348106 172,729 978,083 SH   SOLE   571,413 0 406,670
STARBUCKS CORPORATION COM 855244109 307,836 4,700,502 SH   SOLE   2,960,885 0 1,739,617
STARWOOD HOTELS & RESORTS COM 85590A401 181,168 2,867,036 SH   SOLE   1,805,906 0 1,061,130
TAIWAN SEMICONDUCTOR MFG LTD SPONS ADR 874039100 20,158 1,100,305 SH   SOLE   619,104 0 481,201
TESLA MOTORS INC COM 88160R101 29,853 277,879 SH   SOLE   134,773 0 143,106
TEXAS INSTRUMENTS INC COM 882508104 58,317 1,672,395 SH   SOLE   1,140,773 0 531,622
TJX COMPANIES INC COM 872540109 406,960 8,129,447 SH   SOLE   4,466,310 0 3,663,137
TRACTOR SUPPLY COMPANY COM 892356106 46,315 393,800 SH   SOLE   124,705 0 269,095
TRANSDIGM GROUP INC COM 893641100 16,466 105,029 SH   SOLE   33,526 0 71,503
UNION PACIFIC CORP COM 907818108 399,217 2,587,611 SH   SOLE   1,646,087 0 941,524
UNITED RENTALS INC COM 911363109 130,269 2,610,086 SH   SOLE   1,533,630 0 1,076,456
VERISIGN INC COM 92343E102 19,947 446,633 SH   SOLE   139,452 0 307,181
VERISK ANALYTICS INC CL A 92345Y106 30,522 511,255 SH   SOLE   161,783 0 349,472
VISA INC COM CL A 92826C839 546,493 2,990,388 SH   SOLE   1,743,105 0 1,247,283
W.W. GRAINGER INC COM 384802104 127,254 504,619 SH   SOLE   268,911 0 235,708
WAL-MART STORES INC COM 931142103 148,951 1,999,615 SH   SOLE   1,212,744 0 786,871
WALT DISNEY CO COM 254687106 341,129 5,401,890 SH   SOLE   2,964,762 0 2,437,128
WELLS FARGO & COMPANY COM 949746101 377,895 9,156,662 SH   SOLE   5,688,575 0 3,468,087
WHOLE FOODS MARKET INC COM 966837106 779 15,136 SH   SOLE   15,136 0 0
WYNN RESORTS LTD COM 983134107 408,708 3,193,035 SH   SOLE   1,906,534 0 1,286,501
YAHOO! INC COM 984332106 99,114 3,947,166 SH   SOLE   2,328,436 0 1,618,730
YANDEX NV SHS CL A N97284108 34,440 1,246,457 SH   SOLE   913,477 0 332,980