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 |
| ADOBE SYSTEMS, INC. | COM | 00724f101 | 10,586 | 161,030 | SH | SOLE | 80,515 | 0 | 80,515 | ||
| APPLE INC COM | COM | 037833100 | 5,454 | 10,162 | SH | SOLE | 5,081 | 0 | 5,081 | ||
| ASML HOLDING N V HOLDING N V N | COM | N07059210 | 51,376 | 550,301 | SH | SOLE | 275,151 | 0 | 275,151 | ||
| CHECK POINT SOFTWARE TECHNOLOG | COM | M22465104 | 22,736 | 336,182 | SH | SOLE | 168,091 | 0 | 168,091 | ||
| COGNIZANT TECHNOLOGY SOLUTIONS | COM | 192446102 | 6,508 | 128,620 | SH | SOLE | 64,310 | 0 | 64,310 | ||
| DELPHI AUTOMOTIVE PLC | COM | G27823106 | 26,044 | 383,792 | SH | SOLE | 191,896 | 0 | 191,896 | ||
| EBAY | COM | 278642103 | 5,564 | 100,716 | SH | SOLE | 50,358 | 0 | 50,358 | ||
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 5,281 | 70,324 | SH | SOLE | 35,162 | 0 | 35,162 | ||
| GOOGLE INC CL A | COM | 38259P508 | 10,051 | 9,018 | SH | SOLE | 4,509 | 0 | 4,509 | ||
| KEURIG GREEN MOUNTAIN INC. | COM | 49271M100 | 9,197 | 87,100 | SH | SOLE | 43,550 | 0 | 43,550 | ||
| LULULEMON ATHLETICA INC. | COM | 550021109 | 47,199 | 897,498 | SH | SOLE | 448,749 | 0 | 448,749 | ||
| POTASH CORP OF SASKATCHEWAN IN | COM | 73755L107 | 44,455 | 1,227,374 | SH | SOLE | 613,687 | 0 | 613,687 | ||
| PRICELINE | COM | 741503403 | 10,365 | 8,696 | SH | SOLE | 4,348 | 0 | 4,348 | ||
| QUALCOMM INCORPORATED | COM | 747525103 | 7,363 | 93,372 | SH | SOLE | 46,686 | 0 | 46,686 | ||
| REGENERON PHARMACEUTICALS, INC | COM | 75886F107 | 12,675 | 42,212 | SH | SOLE | 21,106 | 0 | 21,106 | ||
| SCHLUMBERGER LTD COM | COM | 806857108 | 30,971 | 317,656 | SH | SOLE | 158,828 | 0 | 158,828 | ||
| SENSATA TECHNOLOGIES HOLDING N | COM | N7902X106 | 39,860 | 934,802 | SH | SOLE | 467,401 | 0 | 467,401 | ||
| SOLARWINDS INC | COM | 83416B109 | 9,569 | 224,472 | SH | SOLE | 112,236 | 0 | 112,236 | ||
| T ROWE PRICE GROUP INC | COM | 74144T108 | 5,911 | 71,774 | SH | SOLE | 35,887 | 0 | 35,887 | ||
| WORKDAY INC. | COM | 98138H101 | 3,838 | 41,978 | SH | SOLE | 20,989 | 0 | 20,989 | ||
| CTRIP.COM INTERNATIONAL LTD | ADR | 22943F100 | 35,995 | 713,904 | SH | SOLE | 356,952 | 0 | 356,952 | ||
| NOVO NORDISK A.S. ADR FORMERLY | ADR | 670100205 | 44,145 | 967,030 | SH | SOLE | 483,515 | 0 | 483,515 | ||
| TAIWAN SEMICONDUCTOR MFG CO SP | ADR | 874039100 | 63,327 | 3,163,196 | SH | SOLE | 1,581,598 | 0 | 1,581,598 | ||