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 25,359 500,000 SH   SOLE 500,000 0 0
ABBOTT LABS COM 002824100 17,884 430,000 SH   SOLE 430,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 70,125 350,000 SH   SOLE 350,000 0 0
ANALOG DEVICES INC COM 032654105 19,796 400,000 SH   SOLE 400,000 0 0
APPLE COMPUTER INC COM 037833100 224,674 2,230,000 SH   SOLE 2,230,000 0 0
APPLIED MATLS INC COM 038222105 43,322 2,004,700 SH   SOLE 2,004,700 0 0
BARNES GROUP INC COM 067806109 12,142 400,000 SH   SOLE 400,000 0 0
CARA THERAPEUTICS INC COM 140755109 3,358 400,100 SH   SOLE 400,100 0 0
CELGENE CORP COM 151020104 113,736 1,200,000 SH   SOLE 1,200,000 0 0
CITY NATL CORP COM 178566105 20,318 268,500 SH   SOLE 268,500 0 0
COGNIZANT TECHNOLOGY SOL COM 192446102 71,632 1,600,000 SH   SOLE 1,600,000 0 0
COLGATE PALMOLIVE CO COM 194162103 19,566 300,000 SH   SOLE 300,000 0 0
CRESTWOOD MIDSTREAM UNIT LTD PART 226378107 14,554 642,000 SH   SOLE 642,000 0 0
CROWN CASTLE INTL CORP COM 228227104 24,160 300,000 SH   SOLE 300,000 0 0
DANAHER CORP DEL COM 235851102 53,186 700,000 SH   SOLE 700,000 0 0
DEVRY INC DEL COM 251893103 10,703 250,000 SH   SOLE 250,000 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 3,818 300,000 SH   SOLE 300,000 0 0
DISNEY WALT CO COM 254687106 17,806 200,000 SH   SOLE 200,000 0 0
DORMAN PRODUCTS INC COM 258278100 60,094 1,500,000 SH   SOLE 1,500,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 40,580 1,000,000 SH   SOLE 1,000,000 0 0
FACTSET RESH SYS INC COM 303075105 45,574 375,000 SH   SOLE 375,000 0 0
FASTENAL CO COM 311900104 62,860 1,400,000 SH   SOLE 1,400,000 0 0
FINANCIAL ENGINES INC COM 317485100 17,107 500,000 SH   SOLE 500,000 0 0
GENERAC HLDGS INC COM 368736104 16,218 400,000 SH   SOLE 400,000 0 0
GILEAD SCIENCES INC COM 375558103 74,515 700,000 SH   SOLE 700,000 0 0
HEICO CORP NEW COM 422806208 21,614 536,305 SH   SOLE 536,305 0 0
HIBBETT SPORTS INC COM 428567101 14,923 350,000 SH   SOLE 350,000 0 0
HOME DEPOT INC COM 437076102 27,522 300,000 SH   SOLE 300,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 4,909 150,000 SH   SOLE 150,000 0 0
IBERIABANK CORP COM 450828108 23,957 383,200 SH   SOLE 383,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 33,769 400,000 SH   SOLE 400,000 0 0
INTEL CORP COM 458140100 87,050 2,500,000 SH   SOLE 2,500,000 0 0
INTERNATIONAL BUSINESS MAC COM 459200101 37,967 200,000 SH   SOLE 200,000 0 0
ITRON INC COM 465741106 7,861 200,000 SH   SOLE 200,000 0 0
JABIL CIRCUIT INC COM 466313103 26,588 1,318,150 SH   SOLE 1,318,150 0 0
JOHNSON & JOHNSON COM 478160104 63,954 600,000 SH   SOLE 600,000 0 0
KIRBY CORP COM 497266106 35,356 300,000 SH   SOLE 300,000 0 0
KNIGHT TRANSN INC COM 499064103 20,543 750,000 SH   SOLE 750,000 0 0
LKQ CORP COM 501889208 114,337 4,300,000 SH   SOLE 4,300,000 0 0
MASIMO CORP COM 574795100 7,665 360,200 SH   SOLE 360,200 0 0
MICROSOFT CORP COM 594918104 106,628 2,300,000 SH   SOLE 2,300,000 0 0
NEOGEN CORP COM 640491106 9,122 230,926 SH   SOLE 230,926 0 0
NEWLINK GENETICS CORP COM 651511107 8,568 400,000 SH   SOLE 400,000 0 0
NIKE INC COM 654106103 53,520 600,000 SH   SOLE 600,000 0 0
NORDSON CORP COM 655663102 26,624 350,000 SH   SOLE 350,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 2,980 700,000 SH   SOLE 700,000 0 0
PEGASYSTEMS INC COM 705573103 26,634 1,393,685 SH   SOLE 1,393,685 0 0
PROTO LABS INC COM 743713109 4,099 59,400 SH   SOLE 59,400 0 0
QUALCOMM INC COM 747525103 74,770 1,000,000 SH   SOLE 1,000,000 0 0
ROSS STORES INC COM 778296103 45,349 600,000 SH   SOLE 600,000 0 0
SANGAMO BIOSCIENCES INC COM 800677106 6,546 606,800 SH   SOLE 606,800 0 0
SCHEIN HENRY INC COM 806407102 69,883 600,000 SH   SOLE 600,000 0 0
SCHLUMBERGER LTD COM 806857108 61,013 600,000 SH   SOLE 600,000 0 0
SEMTECH CORP COM 816850101 40,730 1,500,000 SH   SOLE 1,500,000 0 0
SMITH A O COM 831865209 35,462 750,000 SH   SOLE 750,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 34,950 1,000,000 SH   SOLE 1,000,000 0 0
STAAR SURGICAL CO COM 852312305 8,507 800,000 SH   SOLE 800,000 0 0
STERICYCLE INC COM 858912108 61,776 530,000 SH   SOLE 530,000 0 0
STRYKER CORP COM 863667101 56,525 700,000 SH   SOLE 700,000 0 0
SUNCOR ENERGY INC COM 867224107 28,920 800,000 SH   SOLE 800,000 0 0
SYSCO CORP COM 871829107 18,975 500,000 SH   SOLE 500,000 0 0
TJX COS INC NEW COM 872540109 41,419 700,000 SH   SOLE 700,000 0 0
TEXAS INSTRS INC COM 882508104 23,845 500,000 SH   SOLE 500,000 0 0
TEXTURA CORP COM 883211104 1,827 69,200 SH   SOLE 69,200 0 0
THERMO FISHER SCIENTIFIC COM 883556102 36,510 300,000 SH   SOLE 300,000 0 0
TRACTOR SUPPLY CO COM 892356106 28,910 470,000 SH   SOLE 470,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 4,419 50,000 SH   SOLE 50,000 0 0
ULTRATECH INC COM 904034105 17,065 750,000 SH   SOLE 750,000 0 0
VOLCANO CORPORATION COM 928645100 2,495 234,454 SH   SOLE 234,454 0 0
WADDELL & REED FINL INC COM 930059100 41,353 800,000 SH   SOLE 800,000 0 0
WAL MART STORES INC COM 931142103 53,529 700,000 SH   SOLE 700,000 0 0
WELLS FARGO & CO NEW COM 949746101 46,685 900,000 SH   SOLE 900,000 0 0
XILINX INC COM 983919101 78,348 1,850,000 SH   SOLE 1,850,000 0 0
ZIONS BANCORPORATION COM 989701107 2,907 100,000 SH   SOLE 100,000 0 0
ZULILY INC COM 989774104 31,792 839,000 SH   SOLE 839,000 0 0
ABBVIE INC COM 00287Y109 24,837 430,000 SH   SOLE 430,000 0 0
ADOBE SYS INC COM 00724F101 48,433 700,000 SH   SOLE 700,000 0 0
AMBER RD INC COM 02318Y108 4,396 253,600 SH   SOLE 253,600 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 12,151 450,200 SH   SOLE 450,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 51,498 550,000 SH   SOLE 550,000 0 0
CBRE GROUP INC COM 12504L109 29,740 1,000,000 SH   SOLE 1,000,000 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 46,422 700,000 SH   SOLE 700,000 0 0
CHICAGO MERCANTILE HLDGS COM 12572Q105 59,968 750,000 SH   SOLE 750,000 0 0
COMCAST CORP NEW COM 20030N101 43,024 800,000 SH   SOLE 800,000 0 0
CORPORATE OFFICE PPTYS SH BEN INT 22002T108 9,002 350,000 SH   SOLE 350,000 0 0
COSTAR GROUP INC COM 22160N109 10,888 70,000 SH   SOLE 70,000 0 0
DIRECTV GROUP INC COM 25490A309 60,564 700,000 SH   SOLE 700,000 0 0
DREW INDS INC COM 26168L205 8,438 200,000 SH   SOLE 200,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 22,028 935,200 SH   SOLE 935,200 0 0
EGALET CORP COM 28226B104 1,136 199,000 SH   SOLE 199,000 0 0
EHEALTH INC COM 28238P109 13,274 550,000 SH   SOLE 550,000 0 0
EXACT SCIENCES CORP COM 30063P105 29,071 1,500,000 SH   SOLE 1,500,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 176,575 2,500,000 SH   SOLE 2,500,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 66,663 1,350,000 SH   SOLE 1,350,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 8,217 530,000 SH   SOLE 530,000 0 0
GOOGLE INC COM 38259P508 76,492 130,000 SH   SOLE 130,000 0 0
GOOGLE INC COM 38259P706 75,056 130,000 SH   SOLE 130,000 0 0
HANGER ORTHOPEDIC GROUP INC COM 41043F208 10,101 492,193 SH   SOLE 492,193 0 0
HEALTHSTREAM INC COM 42222N103 8,404 350,000 SH   SOLE 350,000 0 0
INTERCONTINENTALEXCHANGE INC COM 45866F104 39,010 200,000 SH   SOLE 200,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 46,184 100,000 SH   SOLE 100,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 7,749 175,000 SH   SOLE 175,000 0 0
MEDIVATION INC COM 58501N101 39,549 400,000 SH   SOLE 400,000 0 0
MISTRAS GROUP INC COM 60649T107 4,080 200,000 SH   SOLE 200,000 0 0
MYRIAD GENETICS INC COM 62855J104 18,323 475,000 SH   SOLE 475,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 9,193 700,000 SH   SOLE 700,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 75,179 500,000 SH   SOLE 500,000 0 0
ORACLE CORP COM 68389X105 76,560 2,000,000 SH   SOLE 2,000,000 0 0
OTONOMY INC COM 68906L105 3,284 136,822 SH   SOLE 136,822 0 0
POTASH CORP SASK INC COM 73755L107 9,656 279,396 SH   SOLE 279,396 0 0
PRICE T ROWE GROUP INC COM 74144T108 39,200 500,000 SH   SOLE 500,000 0 0
Q2 HLDGS INC COM 74736L109 3,517 251,200 SH   SOLE 251,200 0 0
SPS COMM INC COM 78463M107 2,588 48,700 SH   SOLE 48,700 0 0
SOLARWINDS INC COM 83416B109 24,183 575,000 SH   SOLE 575,000 0 0
SOLERA HOLDINGS INC COM 83421A104 37,812 670,872 SH   SOLE 670,872 0 0
SYNTEL INC COM 87162H103 46,760 531,704 SH   SOLE 531,704 0 0
UNITED THERAPEUTICS CORP COM 91307C102 9,777 76,000 SH   SOLE 76,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 39,992 800,000 SH   SOLE 800,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 28,078 250,000 SH   SOLE   250,000 0 0
VISA INC COM 92826C839 64,011 300,000 SH   SOLE   300,000 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 6,864 850,000 SH   SOLE   850,000 0 0
ZOGENIX INC COM 98978L105 2,532 2,200,000 SH   SOLE   2,200,000 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD G6855A103 7,822 512,100 SH   SOLE   512,100 0 0
AURIS MED HLDG AG COM H03579101 9,617 1,666,667 SH   SOLE   1,666,667 0 0
ASML HOLDING N V SHS N07059210 24,705 250,000 SH   SOLE   250,000 0 0
VISTAPRINT LIMITED SHS N93540107 10,958 200,000 SH   SOLE   200,000 0 0