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 |
|
||||||||||||||||
| 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 | 67,916 | 418,200 | SH | SOLE | 363,879 | 0 | 54,321 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 65,330 | 469,259 | SH | SOLE | 411,671 | 0 | 57,588 | ||
| ALPHABET INC-CL A | COM | 02079K305 | 154,756 | 202,852 | SH | SOLE | 177,975 | 0 | 24,877 | ||
| AMAZON.COM INC | COM | 023135106 | 137,844 | 232,201 | SH | SOLE | 203,994 | 0 | 28,207 | ||
| AMERIPRISE FINANCIAL INC | COM | 03076C106 | 21,999 | 234,009 | SH | SOLE | 205,985 | 0 | 28,024 | ||
| ANADARKO PETROLEUM CORP | COM | 032511107 | 71,041 | 1,525,460 | SH | SOLE | 1,330,841 | 0 | 194,619 | ||
| CBS CORP-CLASS B NON VOTING | COM | 124857202 | 29,076 | 527,791 | SH | SOLE | 465,940 | 0 | 61,851 | ||
| CIGNA CORP | COM | 125509109 | 44,672 | 325,503 | SH | SOLE | 282,840 | 0 | 42,663 | ||
| COACH INC | COM | 189754104 | 17,351 | 432,812 | SH | SOLE | 368,525 | 0 | 64,287 | ||
| CONTINENTAL RESOURCES INC/OK | COM | 212015101 | 12,359 | 407,093 | SH | SOLE | 359,358 | 0 | 47,735 | ||
| COSTAR GROUP INC | COM | 22160N109 | 42,478 | 225,743 | SH | SOLE | 199,124 | 0 | 26,619 | ||
| CRITEO SA-SPON ADR | COM | 226718104 | 25,354 | 612,126 | SH | SOLE | 539,618 | 0 | 72,508 | ||
| DELTA AIR LINES INC | COM | 247361702 | 26,913 | 552,864 | SH | SOLE | 488,085 | 0 | 64,779 | ||
| DEVON ENERGY CORP | COM | 25179M103 | 19,469 | 709,508 | SH | SOLE | 626,313 | 0 | 83,195 | ||
| ENVISION HEALTHCARE HOLDINGS | COM | 29413U103 | 57,733 | 2,830,065 | SH | SOLE | 2,469,658 | 0 | 360,407 | ||
| FACEBOOK INC-A | COM | 30303M102 | 109,384 | 958,666 | SH | SOLE | 838,597 | 0 | 120,069 | ||
| FIRST REPUBLIC BANK/CA | COM | 33616C100 | 50,920 | 764,102 | SH | SOLE | 674,486 | 0 | 89,616 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 65,673 | 714,927 | SH | SOLE | 632,622 | 0 | 82,305 | ||
| GRUPO TELEVISA SA-SPON ADR | COM | 40049J206 | 24,282 | 884,250 | SH | SOLE | 779,255 | 0 | 104,995 | ||
| HD SUPPLY HOLDINGS INC | COM | 40416M105 | 75,839 | 2,293,286 | SH | SOLE | 2,024,912 | 0 | 268,374 | ||
| HESS CORP | COM | 42809H107 | 23,621 | 448,633 | SH | SOLE | 396,027 | 0 | 52,606 | ||
| HMS HOLDINGS CORP | COM | 40425J101 | 33,702 | 2,348,589 | SH | SOLE | 2,065,866 | 0 | 282,723 | ||
| HOME DEPOT INC | COM | 437076102 | 119,102 | 892,620 | SH | SOLE | 785,533 | 0 | 107,087 | ||
| HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 41,092 | 487,795 | SH | SOLE | 430,593 | 0 | 57,202 | ||
| IMPERVA INC | COM | 45321L100 | 22,758 | 450,658 | SH | SOLE | 397,137 | 0 | 53,521 | ||
| MASCO CORP | COM | 574599106 | 47,180 | 1,500,146 | SH | SOLE | 1,306,369 | 0 | 193,777 | ||
| MICROSOFT CORP | COM | 594918104 | 44,913 | 813,200 | SH | SOLE | 717,914 | 0 | 95,286 | ||
| MOBILEYE NV | COM | N51488117 | 55,239 | 1,481,344 | SH | SOLE | 1,306,551 | 0 | 174,793 | ||
| NIKE INC -CL B | COM | 654106103 | 28,704 | 466,961 | SH | SOLE | 412,207 | 0 | 54,754 | ||
| NXP SEMICONDUCTORS NV | COM | N6596X109 | 58,239 | 718,385 | SH | SOLE | 627,367 | 0 | 91,018 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 26,000 | 159,371 | SH | SOLE | 140,521 | 0 | 18,850 | ||
| PANDORA MEDIA INC | COM | 698354107 | 38,464 | 4,297,676 | SH | SOLE | 3,760,623 | 0 | 537,053 | ||
| PERRIGO CO PLC | COM | G97822103 | 67,428 | 527,072 | SH | SOLE | 465,448 | 0 | 61,624 | ||
| PULTEGROUP INC | COM | 745867101 | 89,152 | 4,764,948 | SH | SOLE | 4,170,985 | 0 | 593,963 | ||
| PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 17,892 | 609,199 | SH | SOLE | 517,550 | 0 | 91,649 | ||
| ROSS STORES INC | COM | 778296103 | 44,353 | 766,021 | SH | SOLE | 676,183 | 0 | 89,838 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 68,030 | 828,116 | SH | SOLE | 727,227 | 0 | 100,889 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 88,700 | 1,201,414 | SH | SOLE | 1,051,971 | 0 | 149,443 | ||
| SCHWAB (CHARLES) CORP | COM | 808513105 | 63,906 | 2,280,718 | SH | SOLE | 1,984,484 | 0 | 296,234 | ||
| TABLEAU SOFTWARE INC-CL A | COM | 87336U105 | 13,354 | 291,128 | SH | SOLE | 256,271 | 0 | 34,857 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 51,717 | 650,610 | SH | SOLE | 571,561 | 0 | 79,049 | ||
| VF CORP | COM | 918204108 | 11,146 | 172,117 | SH | SOLE | 151,760 | 0 | 20,357 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 18,599 | 243,194 | SH | SOLE | 214,227 | 0 | 28,967 | ||
| WALT DISNEY CO/THE | COM | 254687106 | 94,817 | 954,756 | SH | SOLE | 837,554 | 0 | 117,202 | ||