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 22,155 500,000 SH   SOLE 500,000 0 0
ABBOTT LABS COM 002824100 17,587 430,000 SH   SOLE 430,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 77,025 375,000 SH   SOLE 375,000 0 0
ANALOG DEVICES INC COM 032654105 21,628 400,000 SH   SOLE 400,000 0 0
APPLE COMPUTER INC COM 037833100 218,386 2,350,000 SH   SOLE 2,350,000 0 0
APPLIED MATLS INC COM 038222105 45,206 2,004,700 SH   SOLE 2,004,700 0 0
BARNES GROUP INC COM 067806109 15,419 400,000 SH   SOLE 400,000 0 0
BED BATH & BEYOND INC COM 075896100 28,690 500,000 SH   SOLE 500,000 0 0
CARA THERAPEUTICS INC COM 140755109 4,255 250,000 SH   SOLE 250,000 0 0
CELGENE CORP COM 151020104 103,056 1,200,000 SH   SOLE 1,200,000 0 0
CITY NATL CORP COM 178566105 20,342 268,500 SH   SOLE 268,500 0 0
COACH INC COM 189754104 20,514 600,000 SH   SOLE 600,000 0 0
COGNIZANT TECHNOLOGY SOL COM 192446102 78,256 1,600,000 SH   SOLE 1,600,000 0 0
COLGATE PALMOLIVE CO COM 194162103 20,454 300,000 SH   SOLE 300,000 0 0
CONCUR TECHNOLOGIES INC COM 206708109 11,201 120,000 SH   SOLE 120,000 0 0
CRESTWOOD MIDSTREAM UNIT LTD PART 226378107 14,165 642,000 SH   SOLE 642,000 0 0
CROWN CASTLE INTL CORP COM 228227104 22,278 300,000 SH   SOLE 300,000 0 0
DANAHER CORP DEL COM 235851102 55,111 700,000 SH   SOLE 700,000 0 0
DEVRY INC DEL COM 251893103 10,585 250,000 SH   SOLE 250,000 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 903 40,000 SH   SOLE 40,000 0 0
DORMAN PRODUCTS INC COM 258278100 27,077 549,024 SH   SOLE 549,024 0 0
EXPEDITORS INTL WASH INC COM 302130109 44,160 1,000,000 SH   SOLE 1,000,000 0 0
FACTSET RESH SYS INC COM 303075105 71,737 596,400 SH   SOLE 596,400 0 0
FASTENAL CO COM 311900104 69,287 1,400,000 SH   SOLE 1,400,000 0 0
FINANCIAL ENGINES INC COM 317485100 10,188 225,000 SH   SOLE 225,000 0 0
GILEAD SCIENCES INC COM 375558103 58,037 700,000 SH   SOLE 700,000 0 0
HEICO CORP NEW COM 422806208 21,775 536,305 SH   SOLE 536,305 0 0
HIBBETT SPORTS INC COM 428567101 18,961 350,000 SH   SOLE 350,000 0 0
HOME DEPOT INC COM 437076102 24,288 300,000 SH   SOLE 300,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 7,038 150,000 SH   SOLE 150,000 0 0
IBERIABANK CORP COM 450828108 26,514 383,200 SH   SOLE 383,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 43,779 500,000 SH   SOLE 500,000 0 0
INTEL CORP COM 458140100 77,250 2,500,000 SH   SOLE 2,500,000 0 0
INTERNATIONAL BUSINESS MAC COM 459200101 54,382 300,000 SH   SOLE 300,000 0 0
ITRON INC COM 465741106 16,221 400,000 SH   SOLE 400,000 0 0
JABIL CIRCUIT INC COM 466313103 27,549 1,318,150 SH   SOLE 1,318,150 0 0
JOHNSON & JOHNSON COM 478160104 73,234 700,000 SH   SOLE 700,000 0 0
KIRBY CORP COM 497266106 55,643 475,000 SH   SOLE 475,000 0 0
KNIGHT TRANSN INC COM 499064103 18,819 791,600 SH   SOLE 791,600 0 0
LKQ CORP COM 501889208 114,771 4,300,000 SH   SOLE 4,300,000 0 0
MASIMO CORP COM 574795100 8,501 360,200 SH   SOLE 360,200 0 0
MICROS SYS INC COM 594901100 90,049 1,326,200 SH   SOLE 1,326,200 0 0
MICROSOFT CORP COM 594918104 95,910 2,300,000 SH   SOLE 2,300,000 0 0
NEOGEN CORP COM 640491106 9,346 230,926 SH   SOLE 230,926 0 0
NEWLINK GENETICS CORP COM 651511107 10,620 400,000 SH   SOLE 400,000 0 0
NIKE INC COM 654106103 46,530 600,000 SH   SOLE 600,000 0 0
NORDSON CORP COM 655663102 28,068 350,000 SH   SOLE 350,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 4,326 700,000 SH   SOLE 700,000 0 0
PEGASYSTEMS INC COM 705573103 31,680 1,500,000 SH   SOLE 1,500,000 0 0
PROTO LABS INC COM 743713109 2,302 28,100 SH   SOLE 28,100 0 0
QUALCOMM INC COM 747525103 79,200 1,000,000 SH   SOLE 1,000,000 0 0
ROSS STORES INC COM 778296103 39,680 600,000 SH   SOLE 600,000 0 0
SANGAMO BIOSCIENCES INC COM 800677106 9,268 606,800 SH   SOLE 606,800 0 0
SCHEIN HENRY INC COM 806407102 71,194 600,000 SH   SOLE 600,000 0 0
SCHLUMBERGER LTD COM 806857108 70,770 600,000 SH   SOLE 600,000 0 0
SEMTECH CORP COM 816850101 39,230 1,500,000 SH   SOLE 1,500,000 0 0
SMITH A O COM 831865209 37,185 750,000 SH   SOLE 750,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 45,490 1,000,000 SH   SOLE 1,000,000 0 0
STAAR SURGICAL CO COM 852312305 1,224 72,826 SH   SOLE 72,826 0 0
STERICYCLE INC COM 858912108 62,763 530,000 SH   SOLE 530,000 0 0
STRYKER CORP COM 863667101 59,024 700,000 SH   SOLE 700,000 0 0
SUNCOR ENERGY INC COM 867224107 34,104 800,000 SH   SOLE 800,000 0 0
SYSCO CORP COM 871829107 22,470 600,000 SH   SOLE 600,000 0 0
TJX COS INC NEW COM 872540109 37,205 700,000 SH   SOLE 700,000 0 0
TEXAS INSTRS INC COM 882508104 23,895 500,000 SH   SOLE 500,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 35,400 300,000 SH   SOLE 300,000 0 0
TRACTOR SUPPLY CO COM 892356106 28,388 470,000 SH   SOLE 470,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,285 14,089 SH   SOLE 14,089 0 0
ULTRATECH INC COM 904034105 16,637 750,000 SH   SOLE 750,000 0 0
VOLCANO CORPORATION COM 928645100 4,129 234,454 SH   SOLE 234,454 0 0
WADDELL & REED FINL INC COM 930059100 50,075 800,000 SH   SOLE 800,000 0 0
WAL MART STORES INC COM 931142103 52,549 700,000 SH   SOLE 700,000 0 0
WELLS FARGO & CO NEW COM 949746101 47,304 900,000 SH   SOLE 900,000 0 0
XILINX INC COM 983919101 87,524 1,850,000 SH   SOLE 1,850,000 0 0
ZIONS BANCORPORATION COM 989701107 2,947 100,000 SH   SOLE 100,000 0 0
ZULILY INC COM 989774104 26,169 639,000 SH   SOLE 639,000 0 0
ABBVIE INC COM 00287Y109 24,268 430,000 SH   SOLE 430,000 0 0
ADOBE SYS INC COM 00724F101 50,652 700,000 SH   SOLE 700,000 0 0
AMBER RD INC COM 02318Y108 3,994 247,700 SH   SOLE 247,700 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 15,478 450,200 SH   SOLE 450,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 49,489 550,000 SH   SOLE 550,000 0 0
CBRE GROUP INC COM 12504L109 39,028 1,218,100 SH   SOLE 1,218,100 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 44,653 700,000 SH   SOLE 700,000 0 0
CHICAGO MERCANTILE HLDGS COM 12572Q105 53,214 750,000 SH   SOLE 750,000 0 0
COMCAST CORP NEW COM 20030N101 42,944 800,000 SH   SOLE 800,000 0 0
CORPORATE OFFICE PPTYS SH BEN INT 22002T108 9,732 350,000 SH   SOLE 350,000 0 0
COSTAR GROUP INC COM 22160N109 4,745 30,000 SH   SOLE 30,000 0 0
DIRECTV GROUP INC COM 25490A309 59,507 700,000 SH   SOLE 700,000 0 0
DREW INDS INC COM 26168L205 776 15,519 SH   SOLE 15,519 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 17,928 935,200 SH   SOLE 935,200 0 0
EGALET CORP COM 28226B104 2,364 180,100 SH   SOLE 180,100 0 0
EHEALTH INC COM 28238P109 20,884 550,000 SH   SOLE 550,000 0 0
EXACT SCIENCES CORP COM 30063P105 25,548 1,500,000 SH   SOLE 1,500,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 173,327 2,500,000 SH   SOLE 2,500,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 6,679 379,700 SH   SOLE 379,700 0 0
GOOGLE INC COM 38259P508 76,006 130,000 SH   SOLE 130,000 0 0
GOOGLE INC COM 38259P706 74,786 130,000 SH   SOLE 130,000 0 0
HANGER ORTHOPEDIC GROUP INC COM 41043F208 15,481 492,193 SH   SOLE 492,193 0 0
HEALTHSTREAM INC COM 42222N103 7,305 300,600 SH   SOLE 300,600 0 0
INTERCONTINENTALEXCHANGE INC COM 45866F104 37,780 200,000 SH   SOLE 200,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 41,180 100,000 SH   SOLE 100,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 5,350 125,000 SH   SOLE 125,000 0 0
MEDIVATION INC COM 58501N101 30,832 400,000 SH   SOLE 400,000 0 0
MISTRAS GROUP INC COM 60649T107 4,904 200,000 SH   SOLE 200,000 0 0
MYRIAD GENETICS INC COM 62855J104 19,460 500,000 SH   SOLE 500,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 10,062 700,000 SH   SOLE 700,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 75,300 500,000 SH   SOLE 500,000 0 0
ORACLE CORP COM 68389X105 81,060 2,000,000 SH   SOLE 2,000,000 0 0
POTASH CORP SASK INC COM 73755L107 41,756 1,100,000 SH   SOLE 1,100,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 42,205 500,000 SH   SOLE 500,000 0 0
Q2 HLDGS INC COM 74736L109 3,583 251,200 SH   SOLE 251,200 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 13,873 150,000 SH   SOLE 150,000 0 0
SPS COMM INC COM 78463M107 2,421 38,300 SH   SOLE 38,300 0 0
SOLARWINDS INC COM 83416B109 22,230 575,000 SH   SOLE 575,000 0 0
SOLERA HOLDINGS INC COM 83421A104 45,050 670,872 SH   SOLE 670,872 0 0
SYNTEL INC COM 87162H103 45,703 531,704 SH   SOLE 531,704 0 0
UNITED THERAPEUTICS CORP COM 91307C102 6,727 76,000 SH   SOLE   76,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 23,670 250,000 SH   SOLE   250,000 0 0
VISA INC COM 92826C839 63,213 300,000 SH   SOLE   300,000 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 11,220 850,000 SH   SOLE   850,000 0 0
ZOGENIX INC COM 98978L105 4,422 2,200,000 SH   SOLE   2,200,000 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD G6855A103 1,926 114,455 SH   SOLE   114,455 0 0
ASML HOLDING N V SHS N07059210 23,318 250,000 SH   SOLE   250,000 0 0
VISTAPRINT LIMITED SHS N93540107 7,475 184,732 SH   SOLE   184,732 0 0