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 | 66,368 | 309,003 | SH | SOLE | 234,155 | 0 | 74,848 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 59,035 | 340,653 | SH | SOLE | 264,679 | 0 | 75,974 | ||
ALIBABA GROUP HLDG LTD SPONSOR | COM | 01609W102 | 47,017 | 564,833 | SH | SOLE | 440,827 | 0 | 124,006 | ||
AMAZON.COM INC | COM | 023135106 | 106,345 | 285,798 | SH | SOLE | 217,862 | 0 | 67,936 | ||
AMERIPRISE FINANCIAL INC | COM | 03076C106 | 55,411 | 423,505 | SH | SOLE | 331,778 | 0 | 91,727 | ||
ANADARKO PETROLEUM CORP | COM | 032511107 | 63,990 | 772,729 | SH | SOLE | 603,096 | 0 | 169,633 | ||
APPLE INC | COM | 037833100 | 7,529 | 60,511 | SH | SOLE | 47,217 | 0 | 13,294 | ||
CATAMARAN CORP | COM | 148887102 | 120,291 | 2,020,339 | SH | SOLE | 1,543,770 | 0 | 476,569 | ||
CBS CORP-CLASS B NON VOTING | COM | 124857202 | 44,488 | 733,770 | SH | SOLE | 573,968 | 0 | 159,802 | ||
COMCAST CORP-CLASS A | COM | 20030N101 | 77,889 | 1,379,291 | SH | SOLE | 1,080,250 | 0 | 299,041 | ||
COSTAR GROUP INC | COM | 22160N109 | 76,233 | 385,344 | SH | SOLE | 300,485 | 0 | 84,859 | ||
DIAGEO PLC-SPONSORED ADR | COM | 25243Q205 | 38,468 | 347,906 | SH | SOLE | 271,291 | 0 | 76,615 | ||
DOLLAR GENERAL CORP | COM | 256677105 | 115,188 | 1,528,093 | SH | SOLE | 1,157,482 | 0 | 370,611 | ||
ECOLAB INC | COM | 278865100 | 57,193 | 500,026 | SH | SOLE | 389,726 | 0 | 110,300 | ||
ENVISION HEALTHCARE HOLDINGS | COM | 29413U103 | 37,068 | 966,568 | SH | SOLE | 761,263 | 0 | 205,305 | ||
EOG RESOURCES INC | COM | 26875P101 | 64,695 | 705,588 | SH | SOLE | 532,129 | 0 | 173,459 | ||
ESTEE LAUDER COMPANIES-CL A | COM | 518439104 | 96,896 | 1,165,177 | SH | SOLE | 908,822 | 0 | 256,355 | ||
FACEBOOK INC-A | COM | 30303M102 | 116,590 | 1,418,106 | SH | SOLE | 1,081,223 | 0 | 336,883 | ||
FASTENAL CO | COM | 311900104 | 53,675 | 1,295,406 | SH | SOLE | 980,050 | 0 | 315,356 | ||
FIREEYE INC | COM | 31816Q101 | 33,052 | 842,096 | SH | SOLE | 656,589 | 0 | 185,507 | ||
FIRST REPUBLIC BANK/CA | COM | 33616C100 | 74,723 | 1,308,863 | SH | SOLE | 983,755 | 0 | 325,108 | ||
GILEAD SCIENCES INC | COM | 375558103 | 69,222 | 705,408 | SH | SOLE | 550,368 | 0 | 155,040 | ||
GOOGLE INC-CL A | COM | 38259P508 | 85,394 | 153,947 | SH | SOLE | 120,350 | 0 | 33,597 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 31,407 | 1,008,075 | SH | SOLE | 786,422 | 0 | 221,653 | ||
HOME DEPOT INC | COM | 437076102 | 112,072 | 986,463 | SH | SOLE | 757,010 | 0 | 229,453 | ||
MERCADOLIBRE INC | COM | 58733R102 | 49,882 | 407,133 | SH | SOLE | 319,847 | 0 | 87,286 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 66,627 | 2,455,860 | SH | SOLE | 1,865,794 | 0 | 590,066 | ||
NIKE INC -CL B | COM | 654106103 | 56,628 | 564,422 | SH | SOLE | 440,074 | 0 | 124,348 | ||
PANDORA MEDIA INC | COM | 698354107 | 17,998 | 1,110,304 | SH | SOLE | 819,586 | 0 | 290,718 | ||
PERRIGO CO PLC | COM | G97822103 | 100,698 | 608,265 | SH | SOLE | 465,654 | 0 | 142,611 | ||
PRECISION CASTPARTS CORP | COM | 740189105 | 85,913 | 409,110 | SH | SOLE | 310,829 | 0 | 98,281 | ||
PULTEGROUP INC | COM | 745867101 | 75,167 | 3,381,324 | SH | SOLE | 2,638,419 | 0 | 742,905 | ||
RACKSPACE HOSTING INC | COM | 750086100 | 96,050 | 1,861,801 | SH | SOLE | 1,427,839 | 0 | 433,962 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | 2754907 | 72,794 | 889,353 | SH | SOLE | 674,861 | 0 | 214,492 | ||
SALESFORCE.COM INC | COM | 79466L302 | 132,836 | 1,988,259 | SH | SOLE | 1,516,346 | 0 | 471,913 | ||
SCHWAB (CHARLES) CORP | COM | 808513105 | 34,944 | 1,147,947 | SH | SOLE | 835,520 | 0 | 312,427 | ||
STARBUCKS CORP | COM | 855244109 | 65,706 | 693,834 | SH | SOLE | 541,003 | 0 | 152,831 | ||
STRATASYS LTD | COM | M85548101 | 82,499 | 1,563,076 | SH | SOLE | 1,187,140 | 0 | 375,936 | ||
TEXTRON INC | COM | 883203101 | 80,913 | 1,825,245 | SH | SOLE | 1,392,557 | 0 | 432,688 | ||
TIME WARNER CABLE | COM | 88732J207 | 45,710 | 304,978 | SH | SOLE | 237,850 | 0 | 67,128 | ||
VISA INC-CLASS A SHARES | COM | 92826C839 | 74,593 | 1,140,394 | SH | SOLE | 889,782 | 0 | 250,612 | ||
WALT DISNEY CO/THE | COM | 254687106 | 119,993 | 1,143,989 | SH | SOLE | 874,239 | 0 | 269,750 | ||
YELP INC | COM | 985817105 | 65,764 | 1,388,886 | SH | SOLE | 1,043,831 | 0 | 345,055 |