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 22,731 400,000 SH   SOLE 400,000 0 0
ABBOTT LABS COM 002824100 19,359 430,000 SH   SOLE 430,000 0 0
ABBVIE INC COM 00287Y109 28,141 430,000 SH   SOLE 430,000 0 0
ADOBE SYS INC COM 00724F101 50,890 700,000 SH   SOLE 700,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 74,284 350,000 SH   SOLE 350,000 0 0
AMBER RD INC COM 02318Y108 5,363 525,100 SH   SOLE 525,100 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 16,600 450,200 SH   SOLE 450,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 54,370 550,000 SH   SOLE 550,000 0 0
ANALOG DEVICES INC COM 032654105 22,207 400,000 SH   SOLE 400,000 0 0
APPLE COMPUTER INC COM 037833100 246,148 2,230,000 SH   SOLE 2,230,000 0 0
APPLIED MATLS INC COM 038222105 49,957 2,004,700 SH   SOLE 2,004,700 0 0
ARTISAN PARTNERS ASSET MGMT COM 04316A108 14,846 293,800 SH   SOLE 293,800 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 2,675 100,000 SH   SOLE 100,000 0 0
BARNES GROUP INC COM 067806109 14,803 400,000 SH   SOLE 400,000 0 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 5,459 453,984 SH   SOLE 453,984 0 0
CBRE GROUP INC COM 12504L109 34,250 1,000,000 SH   SOLE   1,000,000 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 52,423 700,000 SH   SOLE   700,000 0 0
CHICAGO MERCANTILE HLDGS COM 12572Q105 66,488 750,000 SH   SOLE   750,000 0 0
CARA THERAPEUTICS INC COM 140755109 4,356 436,700 SH   SOLE   436,700 0 0
CELGENE CORP COM 151020104 134,232 1,200,000 SH   SOLE   1,200,000 0 0
CITY NATL CORP COM 178566105 21,698 268,500 SH   SOLE 268,500 0 0
COGNIZANT TECHNOLOGY SOL COM 192446102 84,256 1,600,000 SH   SOLE 1,600,000 0 0
COLGATE PALMOLIVE CO COM 194162103 20,757 300,000 SH   SOLE 300,000 0 0
COMCAST CORP NEW COM 20030N101 46,409 800,000 SH   SOLE 800,000 0 0
CONNECTURE INC COM 20786J106 1,333 147,765 SH   SOLE 147,765 0 0
CORPORATE OFFICE PPTYS SH BEN INT 22002T108 9,625 339,250 SH   SOLE 339,250 0 0
COSTAR GROUP INC COM 22160N109 22,036 120,000 SH   SOLE 120,000 0 0
CRESTWOOD MIDSTREAM UNIT LTD PART 226378107 11,873 782,283 SH   SOLE 782,283 0 0
CROWN CASTLE INTL CORP COM 22822V101 23,610 300,000 SH   SOLE 300,000 0 0
CYBERONICS INC COM 23251P102 8,352 150,000 SH   SOLE 150,000 0 0
DANAHER CORP DEL COM 235851102 59,998 700,000 SH   SOLE 700,000 0 0
DEVRY INC DEL COM 251893103 11,867 250,000 SH   SOLE 250,000 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 4,939 300,000 SH   SOLE 300,000 0 0
DISNEY WALT CO COM 254687106 47,095 500,000 SH   SOLE 500,000 0 0
DIRECTV GROUP INC COM 25490A309 60,690 700,000 SH   SOLE 700,000 0 0
DREW INDS INC COM 26168L205 10,355 202,767 SH   SOLE 202,767 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 27,308 935,200 SH   SOLE 935,200 0 0
EGALET CORP COM 28226B104 1,134 199,000 SH   SOLE 199,000 0 0
EHEALTH INC COM 28238P109 13,704 550,000 SH   SOLE 550,000 0 0
EXACT SCIENCES CORP COM 30063P105 41,159 1,500,000 SH   SOLE 1,500,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 44,610 1,000,000 SH   SOLE 1,000,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 211,673 2,500,000 SH   SOLE 2,500,000 0 0
FACTSET RESH SYS INC COM 303075105 49,264 350,000 SH   SOLE 350,000 0 0
FASTENAL CO COM 311900104 66,583 1,400,000 SH   SOLE 1,400,000 0 0
FINANCIAL ENGINES INC COM 317485100 21,932 600,000 SH   SOLE 600,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 71,665 1,375,000 SH   SOLE 1,375,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 9,740 600,000 SH   SOLE 600,000 0 0
GENERAC HLDGS INC COM 368736104 18,704 400,000 SH   SOLE 400,000 0 0
GILEAD SCIENCES INC COM 375558103 65,982 700,000 SH   SOLE 700,000 0 0
GOOGLE INC COM 38259P508 68,986 130,000 SH   SOLE 130,000 0 0
GOOGLE INC COM 38259P706 68,432 130,000 SH   SOLE 130,000 0 0
HANGER ORTHOPEDIC GROUP INC COM 41043F208 10,779 492,193 SH   SOLE 492,193 0 0
HEALTHSTREAM INC COM 42222N103 10,318 350,000 SH   SOLE 350,000 0 0
HEICO CORP NEW COM 422806208 25,400 536,305 SH   SOLE 536,305 0 0
HIBBETT SPORTS INC COM 428567101 16,952 350,000 SH   SOLE 350,000 0 0
HOME DEPOT INC COM 437076102 31,492 300,000 SH   SOLE 300,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 3,745 150,000 SH   SOLE 150,000 0 0
IBERIABANK CORP COM 450828108 24,852 383,200 SH   SOLE 383,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 37,880 400,000 SH   SOLE 400,000 0 0
INTEL CORP COM 458140100 90,726 2,500,000 SH   SOLE 2,500,000 0 0
INTERCONTINENTALEXCHANGE INC COM 45866F104 43,858 200,000 SH   SOLE 200,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 52,896 100,000 SH   SOLE 100,000 0 0
ITRON INC COM 465741106 2,317 54,784 SH   SOLE 54,784 0 0
JABIL CIRCUIT INC COM 466313103 28,776 1,318,150 SH   SOLE 1,318,150 0 0
JOHNSON & JOHNSON COM 478160104 62,743 600,000 SH   SOLE 600,000 0 0
KIRBY CORP COM 497266106 60,556 750,000 SH   SOLE 750,000 0 0
KNIGHT TRANSN INC COM 499064103 23,562 700,000 SH   SOLE 700,000 0 0
LKQ CORP COM 501889208 120,914 4,300,000 SH   SOLE 4,300,000 0 0
LITTELFUSE INC COM 537008104 10,199 105,504 SH   SOLE 105,504 0 0
MASIMO CORP COM 574795100 9,489 360,200 SH   SOLE 360,200 0 0
MASTERCARD INC COM 57636Q104 25,848 300,000 SH   SOLE 300,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 11,203 234,600 SH   SOLE 234,600 0 0
MEDIVATION INC COM 58501N101 39,845 400,000 SH   SOLE 400,000 0 0
MICROSOFT CORP COM 594918104 106,835 2,300,000 SH   SOLE 2,300,000 0 0
MISTRAS GROUP INC COM 60649T107 3,665 200,000 SH   SOLE 200,000 0 0
MYRIAD GENETICS INC COM 62855J104 16,178 475,000 SH   SOLE 475,000 0 0
NEOGEN CORP COM 640491106 11,452 230,926 SH   SOLE 230,926 0 0
NEOTHETICS INC COM 64066G101 6,358 850,000 SH   SOLE 850,000 0 0
NEWLINK GENETICS CORP COM 651511107 15,900 400,000 SH   SOLE 400,000 0 0
NIKE INC COM 654106103 57,690 600,000 SH   SOLE 600,000 0 0
NORDSON CORP COM 655663102 27,286 350,000 SH   SOLE 350,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 12,555 700,000 SH   SOLE 700,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 96,308 500,000 SH   SOLE 500,000 0 0
ORACLE CORP COM 68389X105 89,940 2,000,000 SH   SOLE 2,000,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 4,243 700,000 SH   SOLE 700,000 0 0
OTONOMY INC COM 68906L105 4,560 136,822 SH   SOLE 136,822 0 0
PEGASYSTEMS INC COM 705573103 28,947 1,393,685 SH   SOLE 1,393,685 0 0
PRICE T ROWE GROUP INC COM 74144T108 42,930 500,000 SH   SOLE 500,000 0 0
PROTO LABS INC COM 743713109 10,075 150,000 SH   SOLE 150,000 0 0
PROTEON THERAPEUTICS INC COM 74371L109 3,900 375,000 SH   SOLE 375,000 0 0
Q2 HLDGS INC COM 74736L109 4,734 251,200 SH   SOLE 251,200 0 0
QUALCOMM INC COM 747525103 74,331 1,000,000 SH   SOLE 1,000,000 0 0
ROSS STORES INC COM 778296103 56,557 600,000 SH   SOLE 600,000 0 0
SPS COMM INC COM 78463M107 2,758 48,700 SH   SOLE 48,700 0 0
SANGAMO BIOSCIENCES INC COM 800677106 9,230 606,800 SH   SOLE 606,800 0 0
SCHEIN HENRY INC COM 806407102 81,692 600,000 SH   SOLE 600,000 0 0
SCHLUMBERGER LTD COM 806857108 51,247 600,000 SH   SOLE 600,000 0 0
SEMTECH CORP COM 816850101 32,339 1,172,869 SH   SOLE 1,172,869 0 0
SMITH A O COM 831865209 42,307 750,000 SH   SOLE 750,000 0 0
SOLARWINDS INC COM 83416B109 28,655 575,000 SH   SOLE 575,000 0 0
SOLERA HOLDINGS INC COM 83421A104 34,337 670,872 SH   SOLE 670,872 0 0
SOUTHWESTERN ENERGY CO COM 845467109 27,290 1,000,000 SH   SOLE 1,000,000 0 0
STAAR SURGICAL CO COM 852312305 9,113 1,000,000 SH   SOLE 1,000,000 0 0
STERICYCLE INC COM 858912108 69,471 530,000 SH   SOLE 530,000 0 0
STRYKER CORP COM 863667101 66,031 700,000 SH   SOLE 700,000 0 0
SUNCOR ENERGY INC COM 867224107 31,780 1,000,000 SH   SOLE 1,000,000 0 0
SYNTEL INC COM 87162H103 47,832 1,063,408 SH   SOLE 1,063,408 0 0
SYSCO CORP COM 871829107 19,845 500,000 SH   SOLE 500,000 0 0
TJX COS INC NEW COM 872540109 48,006 700,000 SH   SOLE 700,000 0 0
TEXAS INSTRS INC COM 882508104 26,733 500,000 SH   SOLE 500,000 0 0
TEXTURA CORP COM 883211104 4,912 172,500 SH   SOLE 172,500 0 0
THERMO FISHER SCIENTIFIC COM 883556102 37,587 300,000 SH   SOLE 300,000 0 0
TRACTOR SUPPLY CO COM 892356106 37,045 470,000 SH   SOLE 470,000 0 0
TWENTY FIRST CENTY FOX INC COM 90130A101 38,405 1,000,000 SH   SOLE 1,000,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 5,472 50,000 SH   SOLE 50,000 0 0
ULTRATECH INC COM 904034105 12,992 700,000 SH   SOLE 700,000 0 0
UNITED THERAPEUTICS CORP COM 91307C102 9,842 76,000 SH   SOLE 76,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 46,780 1,000,000 SH   SOLE 1,000,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 29,700 250,000 SH   SOLE 250,000 0 0
VISA INC COM 92826C839 78,660 300,000 SH   SOLE 300,000 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 8,858 850,000 SH   SOLE 850,000 0 0
WADDELL & REED FINL INC COM 930059100 39,858 800,000 SH   SOLE 800,000 0 0
WAL MART STORES INC COM 931142103 60,116 700,000 SH   SOLE 700,000 0 0
WELLS FARGO & CO NEW COM 949746101 49,339 900,000 SH   SOLE   900,000 0 0
XILINX INC COM 983919101 80,087 1,850,000 SH   SOLE   1,850,000 0 0
ZIONS BANCORPORATION COM 989701107 2,852 100,000 SH   SOLE   100,000 0 0
ZULILY INC COM 989774104 19,632 839,000 SH   SOLE   839,000 0 0
ZOGENIX INC COM 98978L105 3,014 2,200,000 SH   SOLE   2,200,000 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD G6855A103 6,974 512,100 SH   SOLE   512,100 0 0
ASML HOLDING N V SHS N07059210 26,958 250,000 SH   SOLE   250,000 0 0
CIMPRESS NV SHS N20146101 14,968 200,000 SH   SOLE   200,000 0 0