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 | 6,067 | 83,855 | SH | SOLE | 42,366 | 0 | 41,489 | ||
| APPLE INC COM | COM | 037833100 | 3,442 | 37,044 | SH | SOLE | 18,704 | 0 | 18,340 | ||
| ASML HOLDING N V HOLDING N V N | COM | N07059210 | 27,267 | 292,341 | SH | SOLE | 243,231 | 0 | 49,110 | ||
| CELGENE CORP | COM | 151020104 | 1,035 | 12,046 | SH | SOLE | 6,104 | 0 | 5,942 | ||
| CHECK POINT SOFTWARE TECHNOLOG | COM | M22465104 | 283 | 4,216 | SH | SOLE | 0 | 0 | 4,216 | ||
| COGNIZANT TECHNOLOGY SOLUTIONS | COM | 192446102 | 2,369 | 48,453 | SH | SOLE | 24,552 | 0 | 23,901 | ||
| DELPHI AUTOMOTIVE PLC | COM | G27823106 | 12,854 | 186,989 | SH | SOLE | 158,086 | 0 | 28,903 | ||
| EBAY | COM | 278642103 | 2,626 | 52,448 | SH | SOLE | 26,484 | 0 | 25,964 | ||
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 2,539 | 36,619 | SH | SOLE | 18,528 | 0 | 18,091 | ||
| GOOGLE INC CL A | COM | 38259P508 | 2,854 | 4,881 | SH | SOLE | 2,566 | 0 | 2,315 | ||
| GOOGLE INC CL C | COM | 38259P706 | 2,594 | 4,509 | SH | SOLE | 2,194 | 0 | 2,315 | ||
| KEURIG GREEN MOUNTAIN INC. | COM | 49271M100 | 4,787 | 38,416 | SH | SOLE | 19,409 | 0 | 19,007 | ||
| LULULEMON ATHLETICA INC. | COM | 550021109 | 29,548 | 729,945 | SH | SOLE | 572,217 | 0 | 157,728 | ||
| PRICELINE | COM | 741503403 | 5,448 | 4,529 | SH | SOLE | 2,287 | 0 | 2,242 | ||
| QUALCOMM INCORPORATED | COM | 747525103 | 4,635 | 58,527 | SH | SOLE | 29,440 | 0 | 29,087 | ||
| REGENERON PHARMACEUTICALS, INC | COM | 75886F107 | 6,209 | 21,981 | SH | SOLE | 11,108 | 0 | 10,873 | ||
| SCHLUMBERGER LTD COM | COM | 806857108 | 32,204 | 273,027 | SH | SOLE | 216,344 | 0 | 56,683 | ||
| SENSATA TECHNOLOGIES HOLDING N | COM | N7902X106 | 22,462 | 480,167 | SH | SOLE | 382,784 | 0 | 97,383 | ||
| SOLARWINDS INC | COM | 83416B109 | 4,519 | 116,894 | SH | SOLE | 59,033 | 0 | 57,861 | ||
| T ROWE PRICE GROUP INC | COM | 74144T108 | 5,537 | 65,592 | SH | SOLE | 33,183 | 0 | 32,409 | ||
| WORKDAY INC. | COM | 98138H101 | 2,611 | 29,057 | SH | SOLE | 14,818 | 0 | 14,239 | ||
| BAIDU INC. ADR | ADR | 056752108 | 1,705 | 9,127 | SH | SOLE | 9,127 | 0 | 0 | ||
| CTRIP.COM INTERNATIONAL LTD | ADR | 22943F100 | 25,583 | 399,483 | SH | SOLE | 297,773 | 0 | 101,710 | ||
| GRIFOLS SA | ADR | 398438408 | 21,677 | 492,089 | SH | SOLE | 383,328 | 0 | 108,761 | ||
| JD.COM INC | ADR | 47215P106 | 274 | 9,602 | SH | SOLE | 5,964 | 0 | 3,638 | ||
| NOVO NORDISK A.S. ADR FORMERLY | ADR | 670100205 | 23,723 | 513,602 | SH | SOLE | 413,842 | 0 | 99,760 | ||
| TAIWAN SEMICONDUCTOR MFG CO SP | ADR | 874039100 | 36,114 | 1,688,369 | SH | SOLE | 1,383,054 | 0 | 305,315 | ||