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
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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
ALKERMES PLC SHS G01767105 22,581 671,670 SH   SOLE   160,685 0 510,985
AMAZON.COM INC COM 023135106 69,218 221,398 SH   SOLE   127,032 0 94,366
AMERICAN EXPRESS CO COM 025816109 196,461 2,601,435 SH   SOLE   1,568,267 0 1,033,168
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 371,927 7,648,092 SH   SOLE   4,523,474 0 3,124,618
ASML HOLDING NV NY REG SHS N07059210 384,824 3,896,561 SH   SOLE   2,246,870 0 1,649,691
AUTOZONE INC COM 053332102 41,800 98,881 SH   SOLE   72,948 0 25,933
B/E AEROSPACE INC COM 073302101 77,481 1,049,588 SH   SOLE   483,050 0 566,538
BERKSHIRE HATHAWAY INC CL B NEW 084670702 9,921 87,398 SH   SOLE   0 0 87,398
BIOGEN IDEC INC COM 09062X103 692,671 2,877,019 SH   SOLE   1,476,789 0 1,400,230
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,060 222,378 SH   SOLE   52,668 0 169,710
CAMERON INTERNATIONAL CORP COM 13342B105 56,198 962,801 SH   SOLE   545,934 0 416,867
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 331,075 2,685,113 SH   SOLE   1,318,813 0 1,366,300
CBS CORP CL B 124857202 191,600 3,473,531 SH   SOLE   2,022,617 0 1,450,914
CELGENE CORP COM 151020104 397,591 2,582,934 SH   SOLE   1,568,852 0 1,014,082
CELLDEX THERAPEUTICS INC COM 15117B103 1,966 55,500 SH   SOLE   42,864 0 12,636
CHIPOTLE MEXICAN GRILL COM 169656105 125,446 292,618 SH   SOLE   164,734 0 127,884
CITIGROUP INC COM NEW 172967424 484,393 9,985,432 SH   SOLE   5,580,959 0 4,404,473
CITY NATIONAL CORP COM 178566105 22,471 337,096 SH   SOLE   79,170 0 257,926
COMCAST CORP CL A 20030N101 150,649 3,336,640 SH   SOLE   2,054,664 0 1,281,976
CONSTELLATION BRANDS CL A 21036P108 67,746 1,180,243 SH   SOLE   600,586 0 579,657
COPA HOLDINGS SA CL A P31076105 9,673 69,757 SH   SOLE   43,239 0 26,518
CSX CORP COM 126408103 34,728 1,349,165 SH   SOLE   1,094,900 0 254,265
CUMMINS INC COM 231021106 362,900 2,731,241 SH   SOLE   1,534,854 0 1,196,387
DOLLAR TREE INC COM 256746108 19,888 347,934 SH   SOLE   83,865 0 264,069
DOMINO'S PIZZA INC COM 25754A201 12,269 180,563 SH   SOLE   43,364 0 137,199
DRESSER-RAND GROUP INC COM 261608103 11,645 186,629 SH   SOLE   44,799 0 141,830
DUNKIN BRANDS GROUP INC COM 265504100 25,596 565,526 SH   SOLE   165,802 0 399,724
EBAY INC COM 278642103 89,003 1,595,314 SH   SOLE   908,218 0 687,096
ECOLAB INC COM 278865100 20,216 204,694 SH   SOLE   49,136 0 155,558
ENVISION HEALTHCARE HOLDINGS, INC COM 29413U103 14,801 568,635 SH   SOLE   136,653 0 431,982
FACEBOOK INC CL A 30303M102 290,904 5,790,285 SH   SOLE   2,686,130 0 3,104,155
FLEETCOR TECHNOLOGIES INC COM 339041105 57,556 522,479 SH   SOLE   226,212 0 296,267
GAP INC COM 364760108 39,016 968,622 SH   SOLE   549,326 0 419,296
GENERAL MOTORS CO COM 37045V100 15,258 424,193 SH   SOLE   101,741 0 322,452
GENESEE & WYOMING INC CL A 371559105 47,919 515,425 SH   SOLE   123,801 0 391,624
GILEAD SCIENCES INC COM 375558103 764,557 12,166,728 SH   SOLE   6,317,305 0 5,849,423
GOOGLE INC CL A 38259P508 676,969 772,875 SH   SOLE   413,695 0 359,180
GREEN MOUNTAIN COFFEE ROASTERS COM 393122106 199,487 2,648,178 SH   SOLE   1,488,842 0 1,159,336
HOME DEPOT INC COM 437076102 249,679 3,291,742 SH   SOLE   1,949,368 0 1,342,374
IHS INC CL A 451734107 66,625 583,509 SH   SOLE   224,463 0 359,046
IMAX CORPORATION COM 45245E109 22,933 758,352 SH   SOLE   623,242 0 135,110
INCYTE CORP COM 45337C102 12,492 327,446 SH   SOLE   77,676 0 249,770
INTERCONTINENTALEXCHANGE INC COM 45865V100 117,129 645,625 SH   SOLE   365,714 0 279,911
KINDER MORGAN INC COM 49456B101 241 6,788 SH   SOLE   6,788 0 0
KINDER MORGAN INC WARRANT 49456B119 1,643 330,553 SH   SOLE   282,744 0 47,809
LAS VEGAS SANDS CORP COM 517834107 3,879 58,397 SH   SOLE   44,145 0 14,252
LIBERTY GLOBAL PLC SHS CL A G5480U104 128,732 1,622,333 SH   SOLE   936,206 0 686,127
LIBERTY GLOBAL PLC SHS CL C G5480U120 118,217 1,567,241 SH   SOLE   1,005,544 0 561,697
LIBERTY MEDIA CORP CL A 531229102 46,890 318,659 SH   SOLE   181,961 0 136,698
LINKEDIN CORP COM CL A 53578A108 90,182 366,502 SH   SOLE   194,325 0 172,177
LKQ CORP COM 501889208 34,942 1,096,712 SH   SOLE   449,327 0 647,385
LOCKHEED MARTIN CORP COM 539830109 215,230 1,687,417 SH   SOLE   746,632 0 940,785
LOWE'S COS INC COM 548661107 37,399 785,531 SH   SOLE   637,997 0 147,534
LULULEMON ATHLETICA INC COM 550021109 391,028 5,349,952 SH   SOLE   2,818,976 0 2,530,976
LUXOTTICA GROUP SPA SPONS ADR 55068R202 6,844 130,195 SH   SOLE   99,716 0 30,479
MASTERCARD INC CL A 57636Q104 86,555 128,653 SH   SOLE   51,441 0 77,212
MERCADOLIBRE INC COM 58733R102 13,560 100,508 SH   SOLE   64,278 0 36,230
MICHAEL KORS HOLDINGS LTD SHS G60754101 31,543 423,280 SH   SOLE   101,599 0 321,681
MONDELEZ INTERNATIONAL INC CL A 609207105 62,407 1,986,200 SH   SOLE   1,057,700 0 928,500
MONRO MUFFLER BRAKE INC COM 610236101 15,448 332,285 SH   SOLE   79,447 0 252,838
MONSANTO CO COM 61166W101 639,251 6,124,861 SH   SOLE   3,205,916 0 2,918,945
MORGAN STANLEY COM NEW 617446448 22,095 819,829 SH   SOLE   196,795 0 623,034
PACIRA PHARMACEUTICALS INC COM 695127100 1,083 22,530 SH   SOLE   17,007 0 5,523
PENTAIR LTD SHS H6169Q108 9,937 153,025 SH   SOLE   62,145 0 90,880
PINNACLE ENTERTAINMENT INC COM 723456109 16,607 662,946 SH   SOLE   538,715 0 124,231
PRECISION CASTPARTS CORP COM 740189105 27,746 122,101 SH   SOLE   40,308 0 81,793
PRICELINE.COM INC COM NEW 741503403 137,528 136,038 SH   SOLE   77,610 0 58,428
PRICESMART INC COM 741511109 5,000 52,502 SH   SOLE   41,317 0 11,185
QIWI PLC SPONS ADR REP B 74735M108 12,153 388,761 SH   SOLE   311,505 0 77,256
RESTORATION HARDWARE HOLDINGS COM 761283100 6,755 106,629 SH   SOLE   80,626 0 26,003
ROSS STORES INC COM 778296103 40,924 562,132 SH   SOLE   134,943 0 427,189
SALESFORCE.COM INC COM 79466L302 61,748 1,189,513 SH   SOLE   463,810 0 725,703
SALLY BEAUTY HOLDINGS INC COM 79546E104 35,883 1,371,647 SH   SOLE   720,855 0 650,792
SCHLUMBERGER LIMITED COM 806857108 418,205 4,732,967 SH   SOLE   2,574,546 0 2,158,421
SHERWIN-WILLIAMS CO COM 824348106 406,240 2,229,882 SH   SOLE   1,261,265 0 968,617
STARBUCKS CORPORATION COM 855244109 257,790 3,349,229 SH   SOLE   1,953,898 0 1,395,331
STARWOOD HOTELS & RESORTS COM 85590A401 285,729 4,299,905 SH   SOLE   2,537,111 0 1,762,794
STARWOOD PROPERTY TRUST INC COM 85571B105 14,857 619,817 SH   SOLE   503,619 0 116,198
TAIWAN SEMICONDUCTOR MFG LTD SPONS ADR 874039100 28,334 1,670,625 SH   SOLE   1,040,947 0 629,678
TATA MOTORS LTD SPONS ADR 876568502 14,703 552,330 SH   SOLE   368,613 0 183,717
TESLA MOTORS INC COM 88160R101 30,201 156,140 SH   SOLE   75,799 0 80,341
TEXAS INSTRUMENTS INC COM 882508104 106,742 2,650,675 SH   SOLE   1,709,721 0 940,954
TIME WARNER CABLE COM 88732J207 9,587 85,905 SH   SOLE   69,789 0 16,116
TJX COMPANIES INC COM 872540109 377,292 6,690,753 SH   SOLE   3,291,361 0 3,399,392
ULTA SALON COSMETICS & FRAGRANCE COM 90384S303 20,973 175,566 SH   SOLE   42,246 0 133,320
UNION PACIFIC CORP COM 907818108 311,990 2,008,434 SH   SOLE   1,168,466 0 839,968
UNITED RENTALS INC COM 911363109 125,313 2,149,818 SH   SOLE   1,176,233 0 973,585
UNITEDHEALTH GROUP INC COM 91324P102 178,432 2,491,712 SH   SOLE   1,470,436 0 1,021,276
VERISIGN INC COM 92343E102 20,174 396,415 SH   SOLE   93,192 0 303,223
VERISK ANALYTICS INC CL A 92345Y106 27,235 419,263 SH   SOLE   101,358 0 317,905
VISA INC COM CL A 92826C839 477,961 2,501,106 SH   SOLE   1,304,430 0 1,196,676
W.W. GRAINGER INC COM 384802104 31,158 119,055 SH   SOLE   28,585 0 90,470
WALT DISNEY CO COM 254687106 335,871 5,208,111 SH   SOLE   2,898,360 0 2,309,751
WELLS FARGO & COMPANY COM 949746101 294,459 7,126,300 SH   SOLE   4,211,689 0 2,914,611
WHOLE FOODS MARKET INC COM 966837106 672 11,480 SH   SOLE   11,480 0 0
WYNN RESORTS LTD COM 983134107 408,844 2,587,460 SH   SOLE   1,436,952 0 1,150,508
YAHOO! INC COM 984332106 109,033 3,288,091 SH   SOLE   1,794,243 0 1,493,848
YANDEX NV SHS CL A N97284108 30,895 848,287 SH   SOLE   652,715 0 195,572
YOUKU TUDOU INC SPONS ADR 98742U100 30,971 1,130,299 SH   SOLE   745,795 0 384,504
ZILLOW INC CL A 98954A107 9,780 115,921 SH   SOLE   94,189 0 21,732