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 | 34,660 | 158,555 | SH | SOLE | 120,989 | 0 | 37,566 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 91,739 | 507,488 | SH | SOLE | 382,183 | 0 | 125,305 | ||
AMAZON.COM INC | COM | 023135106 | 133,978 | 308,641 | SH | SOLE | 235,502 | 0 | 73,139 | ||
AMERIPRISE FINANCIAL INC | COM | 03076C106 | 63,646 | 509,451 | SH | SOLE | 395,131 | 0 | 114,320 | ||
ANADARKO PETROLEUM CORP | COM | 032511107 | 71,335 | 913,848 | SH | SOLE | 688,554 | 0 | 225,294 | ||
APPLE INC | COM | 037833100 | 170,916 | 1,362,696 | SH | SOLE | 1,040,239 | 0 | 322,457 | ||
ARISTA NETWORKS INC | COM | 040413106 | 10,687 | 130,745 | SH | SOLE | 99,614 | 0 | 31,131 | ||
CBS CORP-CLASS B NON VOTING | COM | 124857202 | 39,402 | 709,945 | SH | SOLE | 551,473 | 0 | 158,472 | ||
COCA-COLA CO/THE | COM | 191216100 | 140,150 | 3,572,510 | SH | SOLE | 2,714,088 | 0 | 858,422 | ||
COSTAR GROUP INC | COM | 22160N109 | 70,889 | 352,227 | SH | SOLE | 273,769 | 0 | 78,458 | ||
DIAGEO PLC-SPONSORED ADR | COM | 25243Q205 | 68,021 | 586,182 | SH | SOLE | 446,016 | 0 | 140,166 | ||
DOLLAR GENERAL CORP | COM | 256677105 | 115,684 | 1,488,089 | SH | SOLE | 1,119,336 | 0 | 368,753 | ||
ECOLAB INC | COM | 278865100 | 61,550 | 544,355 | SH | SOLE | 422,685 | 0 | 121,670 | ||
ENVISION HEALTHCARE HOLDINGS | COM | 29413U103 | 36,887 | 934,328 | SH | SOLE | 729,023 | 0 | 205,305 | ||
EOG RESOURCES INC | COM | 26875P101 | 51,552 | 588,828 | SH | SOLE | 459,196 | 0 | 129,632 | ||
ESTEE LAUDER COMPANIES-CL A | COM | 518439104 | 82,637 | 953,582 | SH | SOLE | 742,573 | 0 | 211,009 | ||
FACEBOOK INC-A | COM | 30303M102 | 129,352 | 1,508,217 | SH | SOLE | 1,146,152 | 0 | 362,065 | ||
FASTENAL CO | COM | 311900104 | 51,865 | 1,229,615 | SH | SOLE | 914,259 | 0 | 315,356 | ||
FIREEYE INC | COM | 31816Q101 | 40,876 | 835,732 | SH | SOLE | 650,225 | 0 | 185,507 | ||
FIRST REPUBLIC BANK/CA | COM | 33616C100 | 69,508 | 1,102,775 | SH | SOLE | 825,663 | 0 | 277,112 | ||
GILEAD SCIENCES INC | COM | 375558103 | 80,988 | 691,729 | SH | SOLE | 537,048 | 0 | 154,681 | ||
GOOGLE INC-CL A | COM | 38259P508 | 134,057 | 248,236 | SH | SOLE | 191,715 | 0 | 56,521 | ||
HMS HOLDINGS CORP | COM | 40425J101 | 27,532 | 1,603,477 | SH | SOLE | 1,238,318 | 0 | 365,159 | ||
HOME DEPOT INC | COM | 437076102 | 122,458 | 1,101,935 | SH | SOLE | 835,188 | 0 | 266,747 | ||
MERCADOLIBRE INC | COM | 58733R102 | 54,931 | 387,655 | SH | SOLE | 300,868 | 0 | 86,787 | ||
NIKE INC -CL B | COM | 654106103 | 59,646 | 552,171 | SH | SOLE | 429,065 | 0 | 123,106 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 23,026 | 131,801 | SH | SOLE | 102,311 | 0 | 29,490 | ||
PANDORA MEDIA INC | COM | 698354107 | 30,955 | 1,991,944 | SH | SOLE | 1,547,078 | 0 | 444,866 | ||
PERRIGO CO PLC | COM | G97822103 | 28,547 | 154,448 | SH | SOLE | 119,339 | 0 | 35,109 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 65,788 | 329,156 | SH | SOLE | 248,098 | 0 | 81,058 | ||
PULTEGROUP INC | COM | 745867101 | 81,651 | 4,052,142 | SH | SOLE | 3,138,307 | 0 | 913,835 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 37,013 | 317,032 | SH | SOLE | 243,177 | 0 | 73,855 | ||
RACKSPACE HOSTING INC | COM | 750086100 | 87,533 | 2,353,680 | SH | SOLE | 1,796,308 | 0 | 557,372 | ||
ROSS STORES INC | COM | 778296103 | 14,819 | 304,849 | SH | SOLE | 236,694 | 0 | 68,155 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 80,367 | 1,021,311 | SH | SOLE | 763,410 | 0 | 257,901 | ||
SALESFORCE.COM INC | COM | 79466L302 | 61,584 | 884,452 | SH | SOLE | 671,644 | 0 | 212,808 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 36,529 | 1,118,796 | SH | SOLE | 827,442 | 0 | 291,354 | ||
STRATASYS LTD | COM | M85548101 | 24,973 | 714,956 | SH | SOLE | 542,033 | 0 | 172,923 | ||
TEXTRON INC | COM | 883203101 | 79,305 | 1,776,942 | SH | SOLE | 1,348,207 | 0 | 428,735 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 59,394 | 480,999 | SH | SOLE | 371,239 | 0 | 109,760 | ||
VISA INC-CLASS A SHARES | COM | 92826C839 | 59,355 | 883,911 | SH | SOLE | 687,685 | 0 | 196,226 | ||
WALT DISNEY CO/THE | COM | 254687106 | 187,979 | 1,646,918 | SH | SOLE | 1,251,594 | 0 | 395,324 | ||
YELP INC | COM | 985817105 | 75,132 | 1,746,044 | SH | SOLE | 1,313,396 | 0 | 432,648 |