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
Estimated average burden
hours per response: 23.8
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
ABAXIS INC COM 002567105 20,005 500,000 SH   SOLE 0 500,000 0 0
ABBOTT LABS COM 002824100 16,480 430,000 SH   SOLE 0 430,000 0 0
ABBVIE INC COM 00287Y109 22,707 430,000 SH   SOLE 0 430,000 0 0
ADOBE SYS INC COM 00724F101 41,916 700,000 SH   SOLE 0 700,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 81,330 375,000 SH   SOLE 0 375,000 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 19,571 450,200 SH   SOLE 0 450,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 43,901 550,000 SH   SOLE 0 550,000 0 0
ANALOG DEVICES INC COM 032654105 33,110 650,100 SH   SOLE 0 650,100 0 0
APPLE COMPUTER INC COM 037833100 196,358 350,000 SH   SOLE 0 350,000 0 0
APPLIED MATLS INC COM 038222105 47,736 2,700,000 SH   SOLE 0 2,700,000 0 0
ARTHROCARE CORP COM 043136100 8,046 200,000 SH   SOLE 0 200,000 0 0
BARNES GROUP INC COM 067806109 15,323 400,000 SH   SOLE 0 400,000 0 0
BED BATH & BEYOND INC COM 075896100 40,150 500,000 SH   SOLE 0 500,000 0 0
CBRE GROUP INC COM 12504L109 32,035 1,218,100 SH   SOLE 0 1,218,100 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 29,176 500,000 SH   SOLE 0 500,000 0 0
CHICAGO MERCANTILE HLDGS COM 12572Q105 58,845 750,000 SH   SOLE 0 750,000 0 0
CELGENE CORP COM 151020104 101,381 600,000 SH   SOLE 0 600,000 0 0
CENOVUS ENERGY INC COM 15135U109 25,785 900,000 SH   SOLE 0 900,000 0 0
CISCO SYS INC COM 17275R102 56,077 2,500,000 SH   SOLE 0 2,500,000 0 0
CITY NATL CORP COM 178566105 21,271 268,500 SH   SOLE 0 268,500 0 0
COACH INC COM 189754104 40,975 730,000 SH   SOLE 0 730,000 0 0
COGNIZANT TECHNOLOGY SOL COM 192446102 80,784 800,000 SH   SOLE 0 800,000 0 0
COLGATE PALMOLIVE CO COM 194162103 19,563 300,000 SH   SOLE 0 300,000 0 0
COMCAST CORP NEW COM 20030N101 41,573 800,000 SH   SOLE 0 800,000 0 0
CORPORATE OFFICE PPTYS SH BEN INT 22002T108 8,293 350,000 SH   SOLE 0 350,000 0 0
CRESTWOOD MIDSTREAM UNIT LTD PART 226378107 15,984 642,000 SH   SOLE 0 642,000 0 0
DANAHER CORP DEL COM 235851102 61,760 800,000 SH   SOLE 0 800,000 0 0
DEVRY INC DEL COM 251893103 8,875 250,000 SH   SOLE 0 250,000 0 0
DIRECTV GROUP INC COM 25490A309 48,342 700,000 SH   SOLE 0 700,000 0 0
DORMAN PRODUCTS INC COM 258278100 17,417 310,800 SH   SOLE 0 310,800 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 14,079 655,500 SH   SOLE 0 655,500 0 0
EHEALTH INC COM 28238P109 25,570 550,000 SH   SOLE 0 550,000 0 0
EXACT SCIENCES CORP COM 30063P105 14,102 1,200,000 SH   SOLE 0 1,200,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 44,250 1,000,000 SH   SOLE 0 1,000,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 175,600 2,500,000 SH   SOLE 0 2,500,000 0 0
FACTSET RESH SYS INC COM 303075105 64,760 596,400 SH   SOLE 0 596,400 0 0
FASTENAL CO COM 311900104 66,513 1,400,000 SH   SOLE 0 1,400,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 881 50,000 SH   SOLE 0 50,000 0 0
GILEAD SCIENCES INC COM 375558103 22,530 300,000 SH   SOLE 0 300,000 0 0
GOOGLE INC COM 38259P508 145,692 130,000 SH   SOLE 0 130,000 0 0
HANGER ORTHOPEDIC GROUP INC COM 41043F208 1,967 50,000 SH   SOLE 0 50,000 0 0
HEICO CORP NEW COM 422806208 22,587 536,305 SH   SOLE 0 536,305 0 0
HIBBETT SPORTS INC COM 428567101 23,503 350,000 SH   SOLE 0 350,000 0 0
HOME DEPOT INC COM 437076102 24,702 300,000 SH   SOLE 0 300,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 7,385 150,000 SH   SOLE 0 150,000 0 0
IBERIABANK CORP COM 450828108 24,083 383,200 SH   SOLE 0 383,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 42,040 500,000 SH   SOLE 0 500,000 0 0
INTEL CORP COM 458140100 77,867 3,000,000 SH   SOLE 0 3,000,000 0 0
INTERCONTINENTALEXCHANGE INC COM 45866F104 44,984 200,000 SH   SOLE 0 200,000 0 0
INTERNATIONAL BUSINESS MAC COM 459200101 56,272 300,000 SH   SOLE 0 300,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 38,408 100,000 SH   SOLE 0 100,000 0 0
ITRON INC COM 465741106 16,571 400,000 SH   SOLE 0 400,000 0 0
JOHNSON & JOHNSON COM 478160104 64,113 700,000 SH   SOLE 0 700,000 0 0
KLA-TENCOR CORP COM 482480100 19,338 300,000 SH   SOLE 0 300,000 0 0
KIRBY CORP COM 497266106 79,404 800,000 SH   SOLE 0 800,000 0 0
KNIGHT TRANSN INC COM 499064103 14,519 791,600 SH   SOLE 0 791,600 0 0
LKQ CORP COM 501889208 136,536 4,150,000 SH   SOLE 0 4,150,000 0 0
MASIMO CORP COM 574795100 10,531 360,200 SH   SOLE 0 360,200 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 16,740 600,000 SH   SOLE 0 600,000 0 0
MEDIVATION INC COM 58501N101 25,528 400,000 SH   SOLE 0 400,000 0 0
MICREL INC COM 594793101 3,911 396,266 SH   SOLE 0 396,266 0 0
MICROS SYS INC COM 594901100 77,450 1,350,000 SH   SOLE 0 1,350,000 0 0
MICROSOFT CORP COM 594918104 86,043 2,300,000 SH   SOLE 0 2,300,000 0 0
MISTRAS GROUP INC COM 60649T107 4,176 200,000 SH   SOLE 0 200,000 0 0
MYRIAD GENETICS INC COM 62855J104 37,350 1,780,200 SH   SOLE 0 1,780,200 0 0
NEOGEN CORP COM 640491106 10,553 230,926 SH   SOLE 0 230,926 0 0
NEWLINK GENETICS CORP COM 651511107 11,005 500,000 SH   SOLE 0 500,000 0 0
NIKE INC COM 654106103 47,184 600,000 SH   SOLE 0 600,000 0 0
NORDSON CORP COM 655663102 11,400 153,412 SH   SOLE 0 153,412 0 0
NXSTAGE MEDICAL INC COM 67072V103 7,000 700,000 SH   SOLE 0 700,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 77,225 600,000 SH   SOLE 0 600,000 0 0
ORACLE CORP COM 68389X105 76,520 2,000,000 SH   SOLE 0 2,000,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 3,943 700,000 SH   SOLE 0 700,000 0 0
PEGASYSTEMS INC COM 705573103 36,886 750,000 SH   SOLE 0 750,000 0 0
POTASH CORP SASK INC COM 73755L107 52,736 1,600,000 SH   SOLE 0 1,600,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 41,885 500,000 SH   SOLE 0 500,000 0 0
QUALCOMM INC COM 747525103 74,251 1,000,000 SH   SOLE 0 1,000,000 0 0
ROSS STORES INC COM 778296103 44,960 600,000 SH   SOLE 0 600,000 0 0
SANGAMO BIOSCIENCES INC COM 800677106 8,430 606,800 SH   SOLE 0 606,800 0 0
SCHEIN HENRY INC COM 806407102 79,982 700,000 SH   SOLE 0 700,000 0 0
SCHLUMBERGER LTD COM 806857108 54,066 600,000 SH   SOLE 0 600,000 0 0
SEMTECH CORP COM 816850101 37,919 1,500,000 SH   SOLE 0 1,500,000 0 0
SMITH A O COM 831865209 40,455 750,000 SH   SOLE 0 750,000 0 0
SOLARWINDS INC COM 83416B109 21,756 575,000 SH   SOLE 0 575,000 0 0
SOLERA HOLDINGS INC COM 83421A104 47,470 670,872 SH   SOLE 0 670,872 0 0
SOUTHWESTERN ENERGY CO COM 845467109 39,330 1,000,000 SH   SOLE 0 1,000,000 0 0
STERICYCLE INC COM 858912108 61,571 530,000 SH   SOLE 0 530,000 0 0
STRYKER CORP COM 863667101 52,598 700,000 SH   SOLE 0 700,000 0 0
SUNCOR ENERGY INC COM 867224107 28,040 800,000 SH   SOLE 0 800,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 3,192 120,000 SH   SOLE 0 120,000 0 0
SYNTEL INC COM 87162H103 48,359 531,704 SH   SOLE 0 531,704 0 0
SYSCO CORP COM 871829107 28,880 800,000 SH   SOLE 0 800,000 0 0
TJX COS INC NEW COM 872540109 44,611 700,000 SH   SOLE 0 700,000 0 0
TARGET CORP COM 87612E106 41,127 650,000 SH   SOLE 0 650,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 11,428 211,800 SH   SOLE 0 211,800 0 0
TEXAS INSTRS INC COM 882508104 43,910 1,000,000 SH   SOLE 0 1,000,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 33,406 300,000 SH   SOLE 0 300,000 0 0
TRACTOR SUPPLY CO COM 892356106 36,463 470,000 SH   SOLE 0 470,000 0 0
ULTRATECH INC COM 904034105 21,750 750,000 SH   SOLE 0 750,000 0 0
UNITED THERAPEUTICS CORP COM 91307C102 8,594 76,000 SH   SOLE 0 76,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 37,150 500,000 SH   SOLE 0 500,000 0 0
VISA INC COM 92826C839 66,804 300,000 SH   SOLE 0 300,000 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 11,947 765,000 SH   SOLE 0 765,000 0 0
VOLCANO CORPORATION COM 928645100 21,350 977,032 SH   SOLE 0 977,032 0 0
WADDELL & REED FINL INC COM 930059100 52,096 800,000 SH   SOLE 0 800,000 0 0
WAL MART STORES INC COM 931142103 55,083 700,000 SH   SOLE 0 700,000 0 0
WELLS FARGO & CO NEW COM 949746101 40,861 900,000 SH   SOLE 0 900,000 0 0
XILINX INC COM 983919101 91,840 2,000,000 SH   SOLE 0 2,000,000 0 0
ZIONS BANCORPORATION COM 989701107 2,996 100,000 SH   SOLE 0 100,000 0 0
ZOGENIX INC COM 98978L105 7,567 2,200,000 SH   SOLE 0 2,200,000 0 0
TRANSOCEAN INC COM H8817H100 24,710 500,000 SH   SOLE 0 500,000 0 0
ASML HOLDING N V SHS N07059210 36,074 385,000 SH   SOLE 0 385,000 0 0