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
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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
ASML Holdings N.V. COM N07059210 1,970 18,270 SH   SOLE   18,270 0 0
Alexion Pharmaceuticals, Inc. COM 015351109 2,596 14,032 SH   SOLE   14,032 0 0
Alibaba Group Holding Limited COM 01609W102 65,992 634,909 SH   SOLE   318,569 0 316,340
Alliance Data Systems Corporat COM 018581108 68,054 237,910 SH   SOLE   104,770 0 133,140
Amazon.com, Inc. COM 023135106 105,440 339,747 SH   SOLE   170,682 0 169,065
Apple Inc. COM 037833100 1,651 14,955 SH   SOLE   14,850 0 105
Baidu, Inc. COM 056752108 4,341 19,041 SH   SOLE   18,766 0 275
BioMarin Pharmaceutical Inc. COM 09061G101 2,177 24,077 SH   SOLE   24,077 0 0
Biogen Inc. COM 09062X103 2,385 7,026 SH   SOLE   7,026 0 0
BlackRock, Inc. COM 09247X101 624 1,745 SH   SOLE   1,635 0 110
Boeing Company COM 097023105 233 1,790 SH   SOLE   1,790 0 0
Catamaran Corporation COM 148887102 49,486 956,250 SH   SOLE   421,100 0 535,150
Celgene Corporation COM 151020104 103,524 925,474 SH   SOLE   412,084 0 513,390
Charles Schwab Corporation COM 808513105 72,681 2,407,455 SH   SOLE   1,149,605 0 1,257,850
Chipotle Mexican Grill, Inc. COM 169656105 45,345 66,244 SH   SOLE   33,169 0 33,075
Colgate-Palmolive Company COM 194162103 211 3,050 SH   SOLE   3,050 0 0
Criteo S.A. COM 226718104 2,369 58,600 SH   SOLE   58,100 0 500
Cullen/Frost Bankers, Inc. COM 229899109 249 3,525 SH   SOLE   3,525 0 0
Ecolab Inc. COM 278865100 235 2,250 SH   SOLE   2,250 0 0
Estee Lauder Companies Inc. COM 518439104 242 3,175 SH   SOLE   3,175 0 0
Facebook, Inc. COM 30303M102 104,040 1,333,503 SH   SOLE   692,353 0 641,150
First Republic Bank COM 33616C100 42,725 819,750 SH   SOLE   351,450 0 468,300
General Electric Company COM 369604103 236 9,350 SH   SOLE   8,850 0 500
Gilead Sciences, Inc. COM 375558103 67,862 719,950 SH   SOLE   317,840 0 402,110
Google Inc. Class A COM 38259P508 75,485 142,247 SH   SOLE   66,977 0 75,270
Google Inc. Class C COM 38259P706 1,863 3,540 SH   SOLE   2,975 0 565
Home Depot, Inc. COM 437076102 381 3,625 SH   SOLE   3,625 0 0
HomeAway, Inc. COM 43739Q100 48,451 1,626,965 SH   SOLE   858,540 0 768,425
International Flavors & Fragra COM 459506101 218 2,150 SH   SOLE   2,150 0 0
Johnson & Johnson COM 478160104 589 5,630 SH   SOLE   5,530 0 100
Las Vegas Sands Corp. COM 517834107 1,941 33,373 SH   SOLE   33,373 0 0
LendingClub Corporation COM 52603A109 1,732 68,450 SH   SOLE   68,450 0 0
LinkedIn Corporation COM 53578A108 122,250 532,192 SH   SOLE   260,987 0 271,205
McKesson Corporation COM 58155Q103 1,284 6,185 SH   SOLE   3,345 0 2,840
Mead Johnson Nutrition Company COM 582839106 357 3,550 SH   SOLE   3,350 0 200
Medidata Solutions, Inc. COM 58471A105 57,268 1,199,325 SH   SOLE   603,825 0 595,500
MercadoLibre, Inc. COM 58733R102 59,516 466,170 SH   SOLE   236,330 0 229,840
Michael Kors Holdings Limited COM G60754101 29,600 394,135 SH   SOLE   168,535 0 225,600
Microsoft Corporation COM 594918104 331 7,125 SH   SOLE   7,125 0 0
Mitek Systems, Inc. COM 606710200 737 222,600 SH   SOLE   190,700 0 31,900
Mobileye N.V. COM N51488117 11,910 293,645 SH   SOLE   169,145 0 124,500
Monsanto Company COM 61166W101 2,137 17,884 SH   SOLE   17,884 0 0
Netflix, Inc. COM 64110L106 102,386 299,716 SH   SOLE   150,276 0 149,440
Nike, Inc. Cl B COM 654106103 2,749 28,587 SH   SOLE   28,587 0 0
Noah Holdings Limited COM 65487X102 301 14,396 SH   SOLE   14,396 0 0
Nordstrom, Inc. COM 655664100 762 9,601 SH   SOLE   6,850 0 2,751
Novo Nordisk A/S COM 670100205 349 8,250 SH   SOLE   7,750 0 500
PACCAR Inc COM 693718108 449 6,605 SH   SOLE   5,305 0 1,300
PRA Group, Inc. COM 69354N106 90,096 1,555,260 SH   SOLE   712,560 0 842,700
Palo Alto Networks, Inc. COM 697435105 45,827 373,883 SH   SOLE   181,308 0 192,575
Pandora Media, Inc. COM 698354107 43,073 2,415,775 SH   SOLE   1,195,760 0 1,220,015
Paychex, Inc. COM 704326107 257 5,575 SH   SOLE   5,575 0 0
Pioneer Natural Resources Comp COM 723787107 38,998 261,995 SH   SOLE   114,695 0 147,300
Precision Castparts Corp. COM 740189105 40,593 168,520 SH   SOLE   73,020 0 95,500
Priceline Group Inc. COM 741503403 71,529 62,733 SH   SOLE   31,045 0 31,688
QUALCOMM Incorporated COM 747525103 959 12,905 SH   SOLE   10,825 0 2,080
Qihoo 360 Technology Co. Ltd. COM 74734M109 24,423 426,527 SH   SOLE   209,627 0 216,900
Regeneron Pharmaceuticals, Inc COM 75886F107 2,978 7,260 SH   SOLE   7,260 0 0
SPDR Trust Series 1 COM 78462F103 341 1,657 SH   SOLE   1,657 0 0
Salesforce.com, Inc. COM 79466L302 3,901 65,781 SH   SOLE   65,781 0 0
Salix Pharmaceuticals, Ltd. COM 795435106 42,450 369,325 SH   SOLE   164,180 0 205,145
Schlumberger Limited COM 806857108 2,482 29,055 SH   SOLE   29,055 0 0
ServiceNow, Inc. COM 81762P102 35,760 527,040 SH   SOLE   248,025 0 279,015
Splunk Inc. COM 848637104 34,921 592,390 SH   SOLE   305,415 0 286,975
Starbucks Corporation COM 855244109 865 10,540 SH   SOLE   8,840 0 1,700
T. Rowe Price Group, Inc. COM 74144T108 214 2,490 SH   SOLE   2,490 0 0
Tableau Software, Inc. COM 87336U105 2,195 25,900 SH   SOLE   25,900 0 0
Tesla Motors, Inc. COM 88160R101 152,780 686,930 SH   SOLE   337,085 0 349,845
Twitter, Inc. COM 90184L102 29,756 829,565 SH   SOLE   411,615 0 417,950
Verizon Communications Inc. COM 92343V104 544 11,625 SH   SOLE   11,275 0 350
Vince Holding Corp. COM 92719W108 20,309 776,950 SH   SOLE   331,050 0 445,900
Vipshop Holdings Limited COM 92763W103 51,925 2,657,378 SH   SOLE   1,363,078 0 1,294,300
Visa Inc. COM 92826C839 5,111 19,492 SH   SOLE   19,342 0 150
Walgreens Boots Alliance Inc. COM 931427108 266 3,485 SH   SOLE   3,485 0 0
Walt Disney Company COM 254687106 547 5,810 SH   SOLE   5,810 0 0
XPO Logistics, Inc. COM 983793100 89,407 2,187,055 SH   SOLE   1,041,380 0 1,145,675
Xoom Corporation COM 98419Q101 24,735 1,412,625 SH   SOLE   599,675 0 812,950
Yelp Inc. COM 985817105 53,155 971,220 SH   SOLE   461,125 0 510,095
Zillow Group, Inc. COM 98954M101 90,900 858,435 SH   SOLE   432,700 0 425,735
iShares MSCI KLD 400 Social COM 464288570 309 4,040 SH   SOLE   4,040 0 0
lululemon athletica inc. COM 550021109 39,825 713,830 SH   SOLE   306,380 0 407,450