The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| APPLE INC COM | COM | 037833100 | 4,845 | 10,162 | SH | SOLE | 5,081 | 0 | 5,081 | ||
| ASML HOLDING N V HOLDING N V N | COM | N07059210 | 57,240 | 579,591 | SH | SOLE | 289,796 | 0 | 289,796 | ||
| CHECK POINT SOFTWARE TECHNOLOG | COM | M22465104 | 16,970 | 300,038 | SH | SOLE | 150,019 | 0 | 150,019 | ||
| COGNIZANT TECHNOLOGY SOLUTIONS | COM | 192446102 | 7,706 | 93,838 | SH | SOLE | 46,919 | 0 | 46,919 | ||
| DELPHI AUTOMOTIVE PLC | COM | G27823106 | 44,726 | 765,590 | SH | SOLE | 382,795 | 0 | 382,795 | ||
| EBAY | COM | 278642103 | 3,617 | 64,834 | SH | SOLE | 32,417 | 0 | 32,417 | ||
| EMC CORP (MASS) COM | COM | 268648102 | 9,328 | 364,952 | SH | SOLE | 182,476 | 0 | 182,476 | ||
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 6,862 | 111,074 | SH | SOLE | 55,537 | 0 | 55,537 | ||
| GOLDMAN SACHS GROUP INC COM | COM | 38141G104 | 4,428 | 27,986 | SH | SOLE | 13,993 | 0 | 13,993 | ||
| GOOGLE INC CL A | COM | 38259P508 | 7,899 | 9,018 | SH | SOLE | 4,509 | 0 | 4,509 | ||
| GREEN MOUNTAIN COFFEE ROASTERS | COM | 393122106 | 3,336 | 44,280 | SH | SOLE | 22,140 | 0 | 22,140 | ||
| LULULEMON ATHLETICA INC. | COM | 550021109 | 45,970 | 628,950 | SH | SOLE | 314,475 | 0 | 314,475 | ||
| POTASH CORP OF SASKATCHEWAN IN | COM | 73755L107 | 11,769 | 376,232 | SH | SOLE | 188,116 | 0 | 188,116 | ||
| PRICELINE | COM | 741503403 | 8,791 | 8,696 | SH | SOLE | 4,348 | 0 | 4,348 | ||
| QUALCOMM INCORPORATED | COM | 747525103 | 6,277 | 93,182 | SH | SOLE | 46,591 | 0 | 46,591 | ||
| REGENERON PHARMACEUTICALS, INC | COM | 75886F107 | 7,574 | 24,208 | SH | SOLE | 12,104 | 0 | 12,104 | ||
| SCHLUMBERGER LTD COM | COM | 806857108 | 46,693 | 528,440 | SH | SOLE | 264,220 | 0 | 264,220 | ||
| SENSATA TECHNOLOGIES HOLDING N | COM | N7902X106 | 34,031 | 889,226 | SH | SOLE | 444,613 | 0 | 444,613 | ||
| SOLARWINDS INC | COM | 83416B109 | 7,870 | 224,472 | SH | SOLE | 112,236 | 0 | 112,236 | ||
| WORKDAY INC. | COM | 98138H101 | 3,397 | 41,978 | SH | SOLE | 20,989 | 0 | 20,989 | ||
| WW GRAINGER INC. | COM | 384802104 | 4,488 | 17,148 | SH | SOLE | 8,574 | 0 | 8,574 | ||
| NOVO NORDISK A.S. ADR FORMERLY | ADR | 670100205 | 32,910 | 194,478 | SH | SOLE | 97,239 | 0 | 97,239 | ||
| TAIWAN SEMICONDUCTOR MFG CO SP | ADR | 874039100 | 48,625 | 2,867,016 | SH | SOLE | 1,433,508 | 0 | 1,433,508 | ||