The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
AFFILIATED MANAGERS GROUP | COM | 008252108 | 60,418 | 378,181 | SH | SOLE | 318,705 | 0 | 59,476 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 67,600 | 354,389 | SH | SOLE | 300,657 | 0 | 53,732 | ||
ALPHABET INC-CL A | COM | 02079K305 | 157,434 | 202,355 | SH | SOLE | 174,829 | 0 | 27,526 | ||
AMAZON.COM INC | COM | 023135106 | 140,264 | 207,525 | SH | SOLE | 178,837 | 0 | 28,688 | ||
AMERIPRISE FINANCIAL INC | COM | 03076C106 | 38,263 | 359,544 | SH | SOLE | 316,439 | 0 | 43,105 | ||
ANADARKO PETROLEUM CORP | COM | 032511107 | 59,701 | 1,228,921 | SH | SOLE | 1,051,469 | 0 | 177,452 | ||
APPLE INC | COM | 037833100 | 60,251 | 572,398 | SH | SOLE | 495,971 | 0 | 76,427 | ||
CIGNA CORP | COM | 125509109 | 50,480 | 344,973 | SH | SOLE | 288,647 | 0 | 56,326 | ||
COCA-COLA CO/THE | COM | 191216100 | 114,519 | 2,665,715 | SH | SOLE | 2,297,407 | 0 | 368,308 | ||
COSTAR GROUP INC | COM | 22160N109 | 28,672 | 138,718 | SH | SOLE | 122,501 | 0 | 16,217 | ||
CRITEO SA-SPON ADR | COM | 226718104 | 15,984 | 403,645 | SH | SOLE | 353,611 | 0 | 50,034 | ||
DELTA AIR LINES INC | COM | 247361702 | 14,669 | 289,377 | SH | SOLE | 253,590 | 0 | 35,787 | ||
ECOLAB INC | COM | 278865100 | 17,391 | 152,049 | SH | SOLE | 134,296 | 0 | 17,753 | ||
ENVISION HEALTHCARE HOLDINGS | COM | 29413U103 | 74,987 | 2,887,433 | SH | SOLE | 2,445,292 | 0 | 442,141 | ||
EOG RESOURCES INC | COM | 26875P101 | 15,222 | 215,025 | SH | SOLE | 189,223 | 0 | 25,802 | ||
FACEBOOK INC-A | COM | 30303M102 | 100,855 | 963,642 | SH | SOLE | 827,917 | 0 | 135,725 | ||
FIRST REPUBLIC BANK/CA | COM | 33616C100 | 53,054 | 803,116 | SH | SOLE | 683,821 | 0 | 119,295 | ||
GILEAD SCIENCES INC | COM | 375558103 | 66,850 | 660,640 | SH | SOLE | 582,582 | 0 | 78,058 | ||
GRUPO TELEVISA SA-SPON ADR | COM | 40049J206 | 23,784 | 874,104 | SH | SOLE | 769,109 | 0 | 104,995 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 60,553 | 2,016,409 | SH | SOLE | 1,771,937 | 0 | 244,472 | ||
HMS HOLDINGS CORP | COM | 40425J101 | 38,272 | 3,101,468 | SH | SOLE | 2,712,518 | 0 | 388,950 | ||
HOME DEPOT INC | COM | 437076102 | 118,721 | 897,698 | SH | SOLE | 775,364 | 0 | 122,334 | ||
HUMANA INC | COM | 444859102 | 24,244 | 135,815 | SH | SOLE | 119,917 | 0 | 15,898 | ||
HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 60,588 | 825,904 | SH | SOLE | 696,402 | 0 | 129,502 | ||
IMPERVA INC | COM | 45321L100 | 28,960 | 457,433 | SH | SOLE | 403,912 | 0 | 53,521 | ||
MICROSOFT CORP | COM | 594918104 | 85,701 | 1,544,721 | SH | SOLE | 1,321,940 | 0 | 222,781 | ||
NIKE INC -CL B | COM | 654106103 | 76,961 | 1,231,372 | SH | SOLE | 1,042,812 | 0 | 188,560 | ||
NXP SEMICONDUCTORS NV | COM | N6596X109 | 45,155 | 535,967 | SH | SOLE | 456,853 | 0 | 79,114 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 50,121 | 284,551 | SH | SOLE | 251,125 | 0 | 33,426 | ||
PANDORA MEDIA INC | COM | 698354107 | 40,776 | 3,040,686 | SH | SOLE | 2,678,075 | 0 | 362,611 | ||
PERRIGO CO PLC | COM | G97822103 | 70,553 | 487,584 | SH | SOLE | 429,788 | 0 | 57,796 | ||
PULTEGROUP INC | COM | 745867101 | 71,608 | 4,018,382 | SH | SOLE | 3,482,847 | 0 | 535,535 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 37,397 | 477,005 | SH | SOLE | 420,225 | 0 | 56,780 | ||
ROSS STORES INC | COM | 778296103 | 89,553 | 1,664,253 | SH | SOLE | 1,468,330 | 0 | 195,923 | ||
SALESFORCE.COM INC | COM | 79466L302 | 65,109 | 830,473 | SH | SOLE | 708,436 | 0 | 122,037 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 62,282 | 1,891,357 | SH | SOLE | 1,575,724 | 0 | 315,633 | ||
TABLEAU SOFTWARE INC-CL A | COM | 87336U105 | 27,138 | 288,027 | SH | SOLE | 253,170 | 0 | 34,857 | ||
TEXTRON INC | COM | 883203101 | 47,543 | 1,131,696 | SH | SOLE | 953,877 | 0 | 177,819 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 60,471 | 480,579 | SH | SOLE | 410,358 | 0 | 70,221 | ||
VISA INC-CLASS A SHARES | COM | 92826C839 | 33,561 | 432,772 | SH | SOLE | 381,769 | 0 | 51,003 | ||
WALT DISNEY CO/THE | COM | 254687106 | 91,638 | 872,076 | SH | SOLE | 768,136 | 0 | 103,940 |