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
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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
ALEXION PHARMACEUTICALS INC COM 015351109 20,698 132,468 SH   SOLE   32,131 0 100,337
ALKERMES PLC SHS G01767105 16,774 333,289 SH   SOLE   80,993 0 252,296
AMERICAN EXPRESS CO COM 025816109 76,852 810,074 SH   SOLE   454,924 0 355,150
ANTERO RESOURCES CORP COM 03674X106 165,413 2,520,378 SH   SOLE   1,268,477 0 1,251,901
APPLE INC COM 037833100 10,877 117,042 SH   SOLE   93,553 0 23,489
ARM HOLDINGS PLC SPONS ADR 042068106 709 15,683 SH   SOLE   15,683 0 0
ASML HOLDING NV NY REG SHS N07059210 386,619 4,145,158 SH   SOLE   2,330,011 0 1,815,147
AUTOZONE INC COM 053332102 37,659 70,228 SH   SOLE   49,700 0 20,528
B/E AEROSPACE INC COM 073302101 25,311 273,656 SH   SOLE   66,270 0 207,386
BAIDU INC SPONS ADR REP A 056752108 38,874 208,096 SH   SOLE   168,281 0 39,815
BIOGEN IDEC INC COM 09062X103 607,624 1,927,066 SH   SOLE   946,129 0 980,937
BURGER KING WORLDWIDE INC COM 121220107 14,254 523,662 SH   SOLE   419,607 0 104,055
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 544,600 3,006,512 SH   SOLE   1,432,000 0 1,574,512
CBS CORP CL B 124857202 259,351 4,173,654 SH   SOLE   2,475,778 0 1,697,876
CELGENE CORP COM 151020104 384,699 4,479,495 SH   SOLE   2,648,243 0 1,831,252
CEMEX SAB DE CV SPONS ADR NEW 151290889 11,436 864,371 SH   SOLE   598,679 0 265,692
CHARLES SCHWAB CORPORATION COM 808513105 206,647 7,673,491 SH   SOLE   4,152,867 0 3,520,624
CITY NATIONAL CORP COM 178566105 16,701 220,440 SH   SOLE   53,435 0 167,005
CLUBCORP HOLDINGS INC COM 18948M108 17,689 954,100 SH   SOLE   764,736 0 189,364
COGNIZANT TECH SOLUTIONS CORP CL A 192446102 94,541 1,932,966 SH   SOLE   973,592 0 959,374
COMCAST CORP CL A 20030N101 258,643 4,818,243 SH   SOLE   2,730,947 0 2,087,296
CONSTELLATION BRANDS CL A 21036P108 90,503 1,026,934 SH   SOLE   518,288 0 508,646
CONTINENTAL RESOURCES INC COM 212015101 229,579 1,452,666 SH   SOLE   837,933 0 614,733
COPA HOLDINGS SA CL A P31076105 16,678 116,980 SH   SOLE   93,750 0 23,230
COPART INC COM 217204106 16,375 455,360 SH   SOLE   110,967 0 344,393
COSTAR GROUP INC COM 22160N109 8,214 51,936 SH   SOLE   12,545 0 39,391
COVIDIEN PLC SPONS ADR G2554F113 25,272 280,235 SH   SOLE   194,098 0 86,137
CVS CAREMARK CORP COM 126650100 89,012 1,181,003 SH   SOLE   675,069 0 505,934
DECKERS OUTDOOR CORP COM 243537107 12,283 142,284 SH   SOLE   35,933 0 106,351
DELPHI AUTOMOTIVE PLC SHS G27823106 82,633 1,202,120 SH   SOLE   689,140 0 512,980
DELTA AIR LINES INC COM NEW 247361702 58,770 1,517,829 SH   SOLE   630,767 0 887,062
DIGITALGLOBE INC COM NEW 25389M877 9,590 344,965 SH   SOLE   73,091 0 271,874
DOMINO'S PIZZA INC COM 25754A201 24,593 336,471 SH   SOLE   80,993 0 255,478
DUNKIN BRANDS GROUP INC COM 265504100 19,839 433,069 SH   SOLE   105,118 0 327,951
ENVISION HEALTHCARE HOLDINGS INC COM 29413U103 27,548 767,133 SH   SOLE   185,889 0 581,244
FACEBOOK INC CL A 30303M102 662,862 9,850,825 SH   SOLE   4,891,193 0 4,959,632
FASTENAL CO COM 311900104 19,585 395,737 SH   SOLE   96,056 0 299,681
FIRST REP BK SAN FRANCISCO COM 33616C100 47,770 868,706 SH   SOLE   433,076 0 435,630
FLEETCOR TECHNOLOGIES INC COM 339041105 52,299 396,806 SH   SOLE   151,554 0 245,252
GENERAL DYNAMICS CORP COM 369550108 395,930 3,397,083 SH   SOLE   1,576,573 0 1,820,510
GENESEE & WYOMING INC CL A 371559105 49,183 468,410 SH   SOLE   115,044 0 353,366
GILEAD SCIENCES INC COM 375558103 874,629 10,549,133 SH   SOLE   5,402,394 0 5,146,739
GOOGLE INC CL A 38259P508 447,981 766,212 SH   SOLE   389,270 0 376,942
GOOGLE INC CL C 38259P706 186,297 323,836 SH   SOLE   128,124 0 195,712
HALLIBURTON CO COM 406216101 72,001 1,013,948 SH   SOLE   578,270 0 435,678
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 64,146 2,753,035 SH   SOLE   1,497,920 0 1,255,115
IHS INC CL A 451734107 36,142 266,393 SH   SOLE   64,467 0 201,926
KEURIG GREEN MOUNTAIN INC COM 49271M100 342,635 2,749,660 SH   SOLE   1,527,639 0 1,222,021
LAS VEGAS SANDS CORP COM 517834107 1,434 18,818 SH   SOLE   18,818 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 107,517 2,541,177 SH   SOLE   2,059,040 0 482,137
LINKEDIN CORP COM CL A 53578A108 24,696 144,028 SH   SOLE   34,916 0 109,112
LKQ CORP COM 501889208 31,332 1,173,958 SH   SOLE   309,707 0 864,251
LOWE'S COS INC COM 548661107 39,301 818,941 SH   SOLE   658,352 0 160,589
LUMBER LIQUIDATORS HOLDINGS INC COM 55003T107 11,839 155,884 SH   SOLE   37,531 0 118,353
LUXOTTICA GROUP SPA SPONS ADR 55068R202 7,030 121,297 SH   SOLE   87,269 0 34,028
MACY'S INC COM 55616P104 5,550 95,652 SH   SOLE   76,654 0 18,998
MASTERCARD INC CL A 57636Q104 67,604 920,161 SH   SOLE   377,388 0 542,773
MGM RESORTS INTERNATIONAL COM 552953101 11,790 446,582 SH   SOLE   359,010 0 87,572
MONSANTO CO COM 61166W101 707,224 5,669,577 SH   SOLE   2,866,095 0 2,803,482
MORGAN STANLEY COM NEW 617446448 30,952 957,377 SH   SOLE   232,272 0 725,105
NOVADAQ TECHNOLOGIES INC COM 66987G102 54,907 3,331,730 SH   SOLE   2,520,516 0 811,214
PACIRA PHARMACEUTICALS INC COM 695127100 98,877 1,076,384 SH   SOLE   671,149 0 405,235
PRICESMART INC COM 741511109 6,942 79,757 SH   SOLE   57,382 0 22,375
QIWI PLC SPONS ADR REP B 74735M108 10,928 270,957 SH   SOLE   216,789 0 54,168
ROBERT HALF INTL INC COM 770323103 23,775 498,001 SH   SOLE   120,930 0 377,071
SALESFORCE.COM INC COM 79466L302 295,487 5,087,586 SH   SOLE   2,604,775 0 2,482,811
SBA COMMUNICATIONS CORP COM 78388J106 36,004 351,948 SH   SOLE   85,449 0 266,499
SCHLUMBERGER LIMITED COM 806857108 528,720 4,482,573 SH   SOLE   2,460,706 0 2,021,867
SHERWIN-WILLIAMS CO COM 824348106 484,566 2,341,917 SH   SOLE   1,271,641 0 1,070,276
STARBUCKS CORPORATION COM 855244109 270,621 3,497,290 SH   SOLE   1,992,657 0 1,504,633
STARWOOD HOTELS & RESORTS COM 85590A401 488,262 6,041,360 SH   SOLE   2,952,594 0 3,088,766
STARWOOD PROPERTY TRUST INC COM 85571B105 14,240 599,061 SH   SOLE   486,883 0 112,178
TATA MOTORS LTD SPONS ADR 876568502 19,682 503,898 SH   SOLE   355,786 0 148,112
TEXAS INSTRUMENTS INC COM 882508104 148,587 3,109,165 SH   SOLE   1,764,513 0 1,344,652
THE HOME DEPOT INC COM 437076102 210,319 2,597,804 SH   SOLE   1,502,543 0 1,095,261
THE PRICELINE GROUP INC COM 741503403 705,000 586,035 SH   SOLE   304,650 0 281,385
TJX COMPANIES INC COM 872540109 68,367 1,286,296 SH   SOLE   736,105 0 550,191
TRACTOR SUPPLY COMPANY COM 892356106 24,143 399,705 SH   SOLE   97,051 0 302,654
TRIPADVISOR INC COM 896945201 43,858 403,624 SH   SOLE   97,555 0 306,069
TWENTY-FIRST CENTURY FOX INC CL A 90130A101 72,611 2,065,741 SH   SOLE   942,391 0 1,123,350
TYCO INTERNATIONAL LTD SHS H89128104 205,251 4,501,128 SH   SOLE   2,607,442 0 1,893,686
ULTA SALON COSMETICS & FRAGRANCE COM 90384S303 16,135 176,505 SH   SOLE   42,616 0 133,889
UNION PACIFIC CORP COM 907818108 281,711 2,824,173 SH   SOLE   1,683,639 0 1,140,534
VISA INC COM CL A 92826C839 496,243 2,355,101 SH   SOLE   1,181,381 0 1,173,720
WALT DISNEY CO COM 254687106 462,390 5,392,936 SH   SOLE   2,977,736 0 2,415,200
WORKDAY INC CL A 98138H101 17,506 194,813 SH   SOLE   47,133 0 147,680
WW GRAINGER INC COM 384802104 37,967 149,318 SH   SOLE   86,259 0 63,059
WYNN RESORTS LTD COM 983134107 450,161 2,168,823 SH   SOLE   1,186,937 0 981,886
YANDEX NV SHS CL A N97284108 14,766 414,299 SH   SOLE   286,948 0 127,351