The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
3D SYSTEMS CORP | COM | 88554D205 | 1,006 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
ABAXIS | COM | 002567105 | 76,955 | 1,979,300 | SH | SOLE | 1,801,200 | 0 | 178,100 | ||
ABBOTT LABORATORIES | COM | 002824100 | 658,021 | 17,087,028 | SH | SOLE | 5,298,853 | 0 | 11,788,175 | ||
ABBVIE INC. | COM | 00287Y109 | 325,656 | 6,335,722 | SH | SOLE | 1,666,217 | 0 | 4,669,505 | ||
ABIOMED INC. | COM | 003654100 | 149,782 | 5,751,990 | SH | SOLE | 4,585,873 | 0 | 1,166,117 | ||
ACCENTURE PLC | COM | G1151C101 | 223,834 | 2,807,750 | SH | SOLE | 57,850 | 0 | 2,749,900 | ||
ACCURAY INC. | COM | 004397105 | 84,341 | 8,785,500 | SH | SOLE | 7,310,200 | 0 | 1,475,300 | ||
ACTIVISION BLIZZARD | COM | 00507V109 | 129,819 | 6,351,204 | SH | SOLE | 717,904 | 0 | 5,633,300 | ||
ADOBE SYS INC | COM | 00724F101 | 2,573,672 | 39,149,254 | SH | SOLE | 6,652,035 | 0 | 32,497,219 | ||
AECOM TECHNOLOGY CORP | COM | 00766T100 | 124,498 | 3,869,990 | SH | SOLE | 1,169,390 | 0 | 2,700,600 | ||
AFFYMETRIX INC. | COM | 00826T108 | 76,224 | 10,690,540 | SH | SOLE | 7,269,040 | 0 | 3,421,500 | ||
AGILENT TECHNOLOGIES | COM | 00846U101 | 5,257 | 94,009 | SH | SOLE | 12,092 | 0 | 81,917 | ||
AIRBUS GROUP | COM | 004012250 | 476,310 | 6,650,390 | SH | SOLE | 529,300 | 0 | 6,121,090 | ||
AKAMAI TECHNOLOGIES | COM | 00971T101 | 4,773 | 82,000 | SH | SOLE | 80,000 | 0 | 2,000 | ||
ALASKA AIRGROUP INC. | COM | 011659109 | 335,468 | 3,595,200 | SH | SOLE | 441,500 | 0 | 3,153,700 | ||
ALLEGIANT TRAVEL CO | COM | 01748X102 | 4,265 | 38,100 | SH | SOLE | 24,300 | 0 | 13,800 | ||
ALTERA CORP. | COM | 021441100 | 361,984 | 9,988,532 | SH | SOLE | 2,984,232 | 0 | 7,004,300 | ||
AMAZON.COM INC | COM | 023135106 | 47,544 | 141,350 | SH | SOLE | 0 | 0 | 141,350 | ||
AMERICAN AIRLINES GROUP | COM | 02376R102 | 239,223 | 6,536,140 | SH | SOLE | 4,238,500 | 0 | 2,297,640 | ||
AMERICAN EXPRESS CO. | COM | 025816109 | 66,532 | 739,000 | SH | SOLE | 122,000 | 0 | 617,000 | ||
AMGEN INC. | COM | 031162100 | 3,966,830 | 32,161,744 | SH | SOLE | 4,912,934 | 0 | 27,248,810 | ||
ANALOG DEVICES | COM | 032654105 | 234,025 | 4,403,935 | SH | SOLE | 957,305 | 0 | 3,446,630 | ||
APPLE INC | COM | 037833100 | 78,820 | 146,850 | SH | SOLE | 0 | 0 | 146,850 | ||
APPLIED MATERIALS | COM | 038222105 | 144,194 | 7,061,423 | SH | SOLE | 2,412,268 | 0 | 4,649,155 | ||
ASCENA RETAIL GROUP | COM | 04351G101 | 120,120 | 6,951,400 | SH | SOLE | 4,083,700 | 0 | 2,867,700 | ||
ASML HOLDING NV | COM | N07059210 | 370,495 | 3,968,453 | SH | SOLE | 799,477 | 0 | 3,168,976 | ||
AUDIENCE | COM | 05070J102 | 33,426 | 2,674,074 | SH | SOLE | 2,200,523 | 0 | 473,551 | ||
AVIS BUDGET GROUP | COM | 053774105 | 3,195 | 65,600 | SH | SOLE | 5,000 | 0 | 60,600 | ||
AXCELIS TECHNOLOGIES | COM | 054540109 | 11,315 | 5,262,606 | SH | SOLE | 4,433,119 | 0 | 829,487 | ||
BABCOCK & WILCOX CO. NEW | COM | 05615F102 | 830 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | ||
BED BATH & BEYOND INC. | COM | 075896100 | 312,060 | 4,535,756 | SH | SOLE | 638,073 | 0 | 3,897,683 | ||
BIOGEN IDEC | COM | 09062X103 | 5,353,369 | 17,502,106 | SH | SOLE | 2,020,953 | 0 | 15,481,153 | ||
BIOMARIN PHARMA | COM | 09061G101 | 556,847 | 8,163,719 | SH | SOLE | 1,996,195 | 0 | 6,167,524 | ||
BLACKBERRY LTD | COM | 09228F103 | 443,293 | 54,863,039 | SH | SOLE | 26,273,182 | 0 | 28,589,857 | ||
BOEING CO. | COM | 097023105 | 375,674 | 2,993,660 | SH | SOLE | 420,100 | 0 | 2,573,560 | ||
BOISE CASCADE LLC | COM | 09739D100 | 453 | 15,800 | SH | SOLE | 0 | 0 | 15,800 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 667,237 | 49,351,819 | SH | SOLE | 5,171,990 | 0 | 44,179,829 | ||
BOULDER BRANDS, INC. | COM | 101405108 | 84,039 | 4,769,505 | SH | SOLE | 3,313,405 | 0 | 1,456,100 | ||
BROCADE COMM SYS | COM | 111621306 | 12,573 | 1,185,000 | SH | SOLE | 0 | 0 | 1,185,000 | ||
BURLINGTON STORES | COM | 122017106 | 5,505 | 186,500 | SH | SOLE | 50,300 | 0 | 136,200 | ||
CABOT CORP | COM | 127055101 | 36,409 | 616,478 | SH | SOLE | 0 | 0 | 616,478 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 81,996 | 2,420,200 | SH | SOLE | 500,400 | 0 | 1,919,800 | ||
CALLAWAY GOLF CO. | COM | 131193104 | 9,696 | 948,771 | SH | SOLE | 303,102 | 0 | 645,669 | ||
CAMERON INTL CORP. | COM | 13342B105 | 132,360 | 2,142,788 | SH | SOLE | 643,300 | 0 | 1,499,488 | ||
CANADIAN PACIFIC RAILWAY | COM | 13645T100 | 72,828 | 484,130 | SH | SOLE | 4,700 | 0 | 479,430 | ||
CARDICA INC | COM | 14141R101 | 2,574 | 2,599,600 | SH | SOLE | 1,976,600 | 0 | 623,000 | ||
CARMAX INC. | COM | 143130102 | 634,102 | 13,549,193 | SH | SOLE | 4,770,101 | 0 | 8,779,092 | ||
CARNIVAL CORP | COM | 143658300 | 783,344 | 20,690,535 | SH | SOLE | 6,129,517 | 0 | 14,561,018 | ||
CARTER'S | COM | 146229109 | 5,231 | 67,370 | SH | SOLE | 0 | 0 | 67,370 | ||
CATERPILLAR INC DEL | COM | 149123101 | 584,820 | 5,885,275 | SH | SOLE | 924,004 | 0 | 4,961,271 | ||
CELANESE CORP | COM | 150870103 | 37,858 | 682,000 | SH | SOLE | 320,000 | 0 | 362,000 | ||
CEPHEID | COM | 15670R107 | 117,107 | 2,270,400 | SH | SOLE | 1,933,100 | 0 | 337,300 | ||
CERNER CORP | COM | 156782104 | 1,181 | 21,000 | SH | SOLE | 0 | 0 | 21,000 | ||
CH ROBINSON WORLDWIDE | COM | 12541W209 | 370,391 | 7,069,876 | SH | SOLE | 1,295,734 | 0 | 5,774,142 | ||
CHARLES RIVER LAB | COM | 159864107 | 102,445 | 1,697,800 | SH | SOLE | 789,800 | 0 | 908,000 | ||
CHEGG INC | COM | 163092109 | 1,362 | 194,600 | SH | SOLE | 7,000 | 0 | 187,600 | ||
CHICAGO BRIDGE & IRON | COM | 167250109 | 17,221 | 197,600 | SH | SOLE | 0 | 0 | 197,600 | ||
CHUBB CORP. | COM | 171232101 | 384,236 | 4,302,750 | SH | SOLE | 466,600 | 0 | 3,836,150 | ||
CIENA CORP | COM | 171779309 | 14,600 | 642,026 | SH | SOLE | 26,213 | 0 | 615,813 | ||
CIRCOR CORP | COM | 17273K109 | 98,386 | 1,341,685 | SH | SOLE | 1,010,400 | 0 | 331,285 | ||
CISCO SYSTEMS INC | COM | 17275R102 | 524,948 | 23,414,289 | SH | SOLE | 5,808,700 | 0 | 17,605,589 | ||
COLFAX | COM | 194014106 | 5,821 | 81,600 | SH | SOLE | 31,600 | 0 | 50,000 | ||
COMERICA | COM | 200340107 | 33,696 | 650,500 | SH | SOLE | 447,000 | 0 | 203,500 | ||
COMSCORE | COM | 20564W105 | 142,556 | 4,347,532 | SH | SOLE | 3,568,260 | 0 | 779,272 | ||
CONTROLADORA VUELA COMPANIA DE | COM | 21240E105 | 805 | 97,000 | SH | SOLE | 16,000 | 0 | 81,000 | ||
CORNING INC | COM | 219350105 | 416,049 | 19,983,150 | SH | SOLE | 2,672,900 | 0 | 17,310,250 | ||
COSTCO WHOLESALE | COM | 22160K105 | 104,214 | 933,150 | SH | SOLE | 0 | 0 | 933,150 | ||
CREE INC. | COM | 225447101 | 465,731 | 8,234,291 | SH | SOLE | 2,561,831 | 0 | 5,672,460 | ||
CROWN HOLDINGS INC. | COM | 228368106 | 4,675 | 104,500 | SH | SOLE | 2,700 | 0 | 101,800 | ||
CSX CORP. | COM | 126408103 | 37,879 | 1,307,517 | SH | SOLE | 272,817 | 0 | 1,034,700 | ||
CUMMINS INC | COM | 231021106 | 12,389 | 83,150 | SH | SOLE | 0 | 0 | 83,150 | ||
CURTISS WRIGHT | COM | 231561101 | 95,188 | 1,498,074 | SH | SOLE | 1,044,074 | 0 | 454,000 | ||
CVS CAREMARK CORP | COM | 126650100 | 241,194 | 3,221,930 | SH | SOLE | 613,200 | 0 | 2,608,730 | ||
DEERE & CO | COM | 244199105 | 180,964 | 1,993,000 | SH | SOLE | 0 | 0 | 1,993,000 | ||
DELTA AIR LINES DEL | COM | 247361702 | 636,832 | 18,378,980 | SH | SOLE | 6,324,150 | 0 | 12,054,830 | ||
DENDREON CORP. | COM | 24823Q107 | 9,178 | 3,069,700 | SH | SOLE | 503,800 | 0 | 2,565,900 | ||
DESCARTES SYS GRP INC | COM | 249906108 | 70,112 | 5,018,790 | SH | SOLE | 340,890 | 0 | 4,677,900 | ||
DIEBOLD | COM | 253651103 | 16,934 | 424,507 | SH | SOLE | 370,507 | 0 | 54,000 | ||
DILLARDS INC CL A | COM | 254067101 | 15,320 | 165,800 | SH | SOLE | 105,600 | 0 | 60,200 | ||
DIRECTV COM STK | COM | 25490A309 | 1,079,287 | 14,123,090 | SH | SOLE | 1,406,891 | 0 | 12,716,199 | ||
DISCOVER FIN SVCS | COM | 254709108 | 30,172 | 518,500 | SH | SOLE | 270,000 | 0 | 248,500 | ||
DISNEY WALT CO. | COM | 254687106 | 721,068 | 9,005,464 | SH | SOLE | 835,765 | 0 | 8,169,699 | ||
DONALDSON INC | COM | 257651109 | 6,360 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
DOW CHEMICAL CO. | COM | 260543103 | 79,800 | 1,642,305 | SH | SOLE | 783,805 | 0 | 858,500 | ||
DREAM WORKS ANIMATION | COM | 26153C103 | 229,944 | 8,660,800 | SH | SOLE | 5,497,700 | 0 | 3,163,100 | ||
DU PONT E.I. DE NEMOURS | COM | 263534109 | 45,641 | 680,200 | SH | SOLE | 207,900 | 0 | 472,300 | ||
DYAX CORP. | COM | 26746E103 | 106,027 | 11,806,990 | SH | SOLE | 7,949,790 | 0 | 3,857,200 | ||
EBAY INC. | COM | 278642103 | 133,482 | 2,416,400 | SH | SOLE | 668,200 | 0 | 1,748,200 | ||
EDWARDS LIFE | COM | 28176E108 | 20,768 | 280,000 | SH | SOLE | 0 | 0 | 280,000 | ||
ELECTRONIC ARTS INC. | COM | 285512109 | 483,063 | 16,651,587 | SH | SOLE | 5,822,526 | 0 | 10,829,061 | ||
ELLIE MAE | COM | 28849P100 | 84,263 | 2,921,735 | SH | SOLE | 2,741,635 | 0 | 180,100 | ||
EMC CORP/MASS | COM | 268648102 | 957,927 | 34,948,089 | SH | SOLE | 6,512,581 | 0 | 28,435,508 | ||
ENCANA CORP. | COM | 292505104 | 72,450 | 3,388,662 | SH | SOLE | 663,162 | 0 | 2,725,500 | ||
ENSCO PLC | COM | G3157S106 | 7,565 | 143,340 | SH | SOLE | 0 | 0 | 143,340 | ||
ENTEGRIS INC | COM | 29362U104 | 63,834 | 5,271,166 | SH | SOLE | 558,332 | 0 | 4,712,834 | ||
EOG RESOURCES INC. | COM | 26875P101 | 504,853 | 2,573,550 | SH | SOLE | 319,350 | 0 | 2,254,200 | ||
EPIZYME | COM | 29428V104 | 26,954 | 1,183,750 | SH | SOLE | 1,004,850 | 0 | 178,900 | ||
ERICSSON | COM | 294821608 | 252,726 | 18,959,214 | SH | SOLE | 4,753,000 | 0 | 14,206,214 | ||
ESTERLINE TECHNOLOGIES | COM | 297425100 | 4,027 | 37,800 | SH | SOLE | 17,800 | 0 | 20,000 | ||
EXELON CORP | COM | 30161N101 | 14,077 | 419,447 | SH | SOLE | 136,847 | 0 | 282,600 | ||
EXPEDITORS INTL OF WASH | COM | 302130109 | 76,527 | 1,931,042 | SH | SOLE | 241,000 | 0 | 1,690,042 | ||
EXXON MOBIL CORP. | COM | 30231G102 | 73,730 | 754,812 | SH | SOLE | 65,000 | 0 | 689,812 | ||
F5 NETWORKS INC | COM | 315616102 | 153,419 | 1,438,795 | SH | SOLE | 891,775 | 0 | 547,020 | ||
FARO TECHNOLOGIES INC. | COM | 311642102 | 83,473 | 1,574,958 | SH | SOLE | 1,263,180 | 0 | 311,778 | ||
FEDEX CORP | COM | 31428X106 | 2,500,651 | 18,864,296 | SH | SOLE | 1,578,739 | 0 | 17,285,557 | ||
FEI COMPANY | COM | 30241L109 | 105,492 | 1,024,000 | SH | SOLE | 365,500 | 0 | 658,500 | ||
FIREEYE INC | COM | 31816Q101 | 234 | 3,800 | SH | SOLE | 1,300 | 0 | 2,500 | ||
FLEXTRONICS INTL LTD | COM | Y2573F102 | 488,162 | 52,831,339 | SH | SOLE | 18,898,822 | 0 | 33,932,517 | ||
FLUIDIGM CORP. | COM | 34385P108 | 153,576 | 3,484,821 | SH | SOLE | 2,522,223 | 0 | 962,598 | ||
FORMFACTOR INC | COM | 346375108 | 51,077 | 7,993,218 | SH | SOLE | 1,580,918 | 0 | 6,412,300 | ||
FOUNDATION MEDICINE INC | COM | 350465100 | 842 | 26,000 | SH | SOLE | 5,500 | 0 | 20,500 | ||
FRANK'S INTERNATIONAL | COM | N33462107 | 15,148 | 611,300 | SH | SOLE | 126,300 | 0 | 485,000 | ||
FREEPORT-MCMORAN COPPER & GOLD | COM | 35671D857 | 241 | 7,300 | SH | SOLE | 3,200 | 0 | 4,100 | ||
GLAXOSMITHKLINE PLC (ADR) | COM | 37733W105 | 490,374 | 9,177,877 | SH | SOLE | 1,821,460 | 0 | 7,356,417 | ||
GOOGLE INC. | COM | 38259P706 | 2,878,195 | 2,582,476 | SH | SOLE | 376,721 | 0 | 2,205,755 | ||
GREIF CL A | COM | 397624107 | 20,652 | 393,447 | SH | SOLE | 129,247 | 0 | 264,200 | ||
GREIF CL B | COM | 397624206 | 6,902 | 117,581 | SH | SOLE | 80,581 | 0 | 37,000 | ||
GUIDANCE SOFTWARE | COM | 401692108 | 35,879 | 3,244,000 | SH | SOLE | 1,752,100 | 0 | 1,491,900 | ||
HERTZ GLOBAL HLDS | COM | 42805T105 | 34,358 | 1,289,700 | SH | SOLE | 582,100 | 0 | 707,600 | ||
HEWLETT-PACKARD CO. | COM | 428236103 | 1,166,668 | 36,052,795 | SH | SOLE | 6,072,070 | 0 | 29,980,725 | ||
HONEYWELL INTL. INC. | COM | 438516106 | 897,266 | 9,672,989 | SH | SOLE | 1,098,242 | 0 | 8,574,747 | ||
IDEX CORP | COM | 45167R104 | 109,143 | 1,497,360 | SH | SOLE | 465,010 | 0 | 1,032,350 | ||
ILLUMINA INC | COM | 452327109 | 336,309 | 2,262,270 | SH | SOLE | 675,880 | 0 | 1,586,390 | ||
IMMUNOGEN | COM | 45253H101 | 189,244 | 12,675,427 | SH | SOLE | 9,650,517 | 0 | 3,024,910 | ||
INSULET CORP. | COM | 45784P101 | 93,264 | 1,966,756 | SH | SOLE | 1,634,556 | 0 | 332,200 | ||
INTEL CORP | COM | 458140100 | 808,629 | 31,330,051 | SH | SOLE | 5,885,258 | 0 | 25,444,793 | ||
INTERMUNE | COM | 45884X103 | 221,822 | 6,627,500 | SH | SOLE | 5,084,600 | 0 | 1,542,900 | ||
INTUIT INC | COM | 461202103 | 869,805 | 11,190,083 | SH | SOLE | 1,209,583 | 0 | 9,980,500 | ||
JABIL CIRCUIT | COM | 466313103 | 70,787 | 3,932,600 | SH | SOLE | 1,875,300 | 0 | 2,057,300 | ||
JACOBS ENGR GROUP DEL | COM | 469814107 | 143,435 | 2,258,822 | SH | SOLE | 898,151 | 0 | 1,360,671 | ||
JET BLUE AIRWAYS | COM | 477143101 | 198,167 | 22,803,989 | SH | SOLE | 10,816,426 | 0 | 11,987,563 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,208,326 | 12,300,986 | SH | SOLE | 2,494,919 | 0 | 9,806,067 | ||
KALOBIOS PHARMA | COM | 48344T100 | 12,714 | 4,691,475 | SH | SOLE | 2,205,100 | 0 | 2,486,375 | ||
KELLOGG CO. | COM | 487836108 | 106,837 | 1,703,673 | SH | SOLE | 421,373 | 0 | 1,282,300 | ||
KIRBY CORP. | COM | 497266106 | 92,248 | 911,089 | SH | SOLE | 663,689 | 0 | 247,400 | ||
KLA-TENCOR CORP. | COM | 482480100 | 608,531 | 8,801,439 | SH | SOLE | 2,001,896 | 0 | 6,799,543 | ||
L BRANDS INC. | COM | 501797104 | 1,139,673 | 20,075,267 | SH | SOLE | 4,895,796 | 0 | 15,179,471 | ||
LAS VEGAS SANDS CORP. | COM | 517834107 | 54,640 | 676,400 | SH | SOLE | 0 | 0 | 676,400 | ||
LILLY ELI & CO | COM | 532457108 | 3,362,655 | 57,129,708 | SH | SOLE | 9,282,779 | 0 | 47,846,929 | ||
LUMINEX CORP | COM | 55027E102 | 43,215 | 2,386,259 | SH | SOLE | 1,462,899 | 0 | 923,360 | ||
LYONDELLBASELL INDUSTRIES | COM | N53745100 | 16,854 | 189,500 | SH | SOLE | 50,000 | 0 | 139,500 | ||
MACY'S | COM | 55616P104 | 37,290 | 628,950 | SH | SOLE | 111,700 | 0 | 517,250 | ||
MARKETAXESS HLDGS INC. | COM | 57060D108 | 41,745 | 704,920 | SH | SOLE | 612,220 | 0 | 92,700 | ||
MARRONE BIO INNOVATIONS | COM | 57165B106 | 20,983 | 1,501,983 | SH | SOLE | 994,283 | 0 | 507,700 | ||
MARSH & MCLENNAN COS. | COM | 571748102 | 1,141,879 | 23,161,851 | SH | SOLE | 3,604,542 | 0 | 19,557,309 | ||
MASTERCARD INC CL A | COM | 57636Q104 | 64,746 | 866,750 | SH | SOLE | 104,000 | 0 | 762,750 | ||
MEDTRONIC INC | COM | 585055106 | 1,942,829 | 31,570,188 | SH | SOLE | 4,291,513 | 0 | 27,278,675 | ||
MERCURY GENERAL CORP | COM | 589400100 | 12,695 | 281,600 | SH | SOLE | 281,600 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 832,166 | 35,171,835 | SH | SOLE | 7,274,686 | 0 | 27,897,149 | ||
MICROSOFT CORP. | COM | 594918104 | 2,631,219 | 64,191,731 | SH | SOLE | 9,826,692 | 0 | 54,365,039 | ||
MOMENTA PHARMACEUTICALS | COM | 60877T100 | 25,157 | 2,159,414 | SH | SOLE | 1,777,697 | 0 | 381,717 | ||
MONSANTO CO. | COM | 61166W101 | 1,509,502 | 13,268,012 | SH | SOLE | 1,759,108 | 0 | 11,508,904 | ||
MOTOROLA SOLUTIONS INC | COM | 620076307 | 3,722 | 57,900 | SH | SOLE | 0 | 0 | 57,900 | ||
NATIONAL OILWELL VARCO | COM | 637071101 | 100,537 | 1,291,086 | SH | SOLE | 388,341 | 0 | 902,745 | ||
NCI BUILDING SYSTEMS | COM | 628852204 | 6,635 | 380,000 | SH | SOLE | 325,000 | 0 | 55,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 188,273 | 15,534,086 | SH | SOLE | 13,346,386 | 0 | 2,187,700 | ||
NETAPP INC. | COM | 64110D104 | 518,848 | 14,060,931 | SH | SOLE | 4,603,831 | 0 | 9,457,100 | ||
NEUSTAR | COM | 64126X201 | 122,904 | 3,780,497 | SH | SOLE | 1,223,687 | 0 | 2,556,810 | ||
NEWELL RUBBERMAID INC | COM | 651229106 | 1,794 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
NIMBLE STORAGE | COM | 65440R101 | 1,826 | 48,200 | SH | SOLE | 14,000 | 0 | 34,200 | ||
NN INC | COM | 629337106 | 1,105 | 56,074 | SH | SOLE | 0 | 0 | 56,074 | ||
NOBLE CORP | COM | G65431101 | 3,274 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
NOBLE ENERGY INC. | COM | 655044105 | 453,603 | 6,385,175 | SH | SOLE | 273,873 | 0 | 6,111,302 | ||
NORFOLK SOUTHERN | COM | 655844108 | 124,988 | 1,286,278 | SH | SOLE | 535,498 | 0 | 750,780 | ||
NORWEGIAN CRUISE LINES | COM | G66721104 | 14,215 | 440,500 | SH | SOLE | 425,000 | 0 | 15,500 | ||
NOVARTIS AG ADR | COM | 66987V109 | 2,041,720 | 24,014,586 | SH | SOLE | 2,770,606 | 0 | 21,243,980 | ||
NUANCE COMMUNICATIONS | COM | 67020Y100 | 265,611 | 15,469,461 | SH | SOLE | 8,404,496 | 0 | 7,064,965 | ||
NUVASIVE INC. | COM | 670704105 | 35,107 | 914,000 | SH | SOLE | 725,000 | 0 | 189,000 | ||
NVIDIA CORP. | COM | 67066G104 | 603,271 | 33,683,464 | SH | SOLE | 7,186,484 | 0 | 26,496,980 | ||
OCEANEERING INTL INC | COM | 675232102 | 9,298 | 129,394 | SH | SOLE | 0 | 0 | 129,394 | ||
ONCOMED PHARMACEUTICALS | COM | 68234X102 | 11,465 | 340,700 | SH | SOLE | 162,600 | 0 | 178,100 | ||
ORACLE CORP. | COM | 68389X105 | 494,888 | 12,097,000 | SH | SOLE | 387,600 | 0 | 11,709,400 | ||
ORASURE TECHNOLOGIES | COM | 68554V108 | 17,244 | 2,163,600 | SH | SOLE | 2,040,600 | 0 | 123,000 | ||
PACCAR INC. | COM | 693718108 | 1,551 | 23,000 | SH | SOLE | 0 | 0 | 23,000 | ||
PALL CORP | COM | 696429307 | 24,900 | 278,300 | SH | SOLE | 70,000 | 0 | 208,300 | ||
PANERA BREAD CO. | COM | 69840W108 | 8,272 | 46,875 | SH | SOLE | 39,300 | 0 | 7,575 | ||
PENTAIR LTD. | COM | H6169Q108 | 145,264 | 1,830,900 | SH | SOLE | 106,500 | 0 | 1,724,400 | ||
PEPSICO INC | COM | 713448108 | 62,358 | 746,800 | SH | SOLE | 154,200 | 0 | 592,600 | ||
PEREGRINE SEMICONDUCTOR CORP | COM | 71366R703 | 27,771 | 4,590,238 | SH | SOLE | 3,283,592 | 0 | 1,306,646 | ||
PERKIN ELMER | COM | 714046109 | 95,350 | 2,116,074 | SH | SOLE | 918,344 | 0 | 1,197,730 | ||
PETRO BRASIL ADR Pref A | COM | 71654V101 | 23,034 | 1,660,711 | SH | SOLE | 200,647 | 0 | 1,460,064 | ||
PETROLEO BRASILEIRO ADR | COM | 71654V408 | 5,654 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | ||
PHARMACYCLICS INC. | COM | 716933106 | 238,598 | 2,380,739 | SH | SOLE | 1,373,439 | 0 | 1,007,300 | ||
PLANTRONICS INC NEW | COM | 727493108 | 218,292 | 4,910,950 | SH | SOLE | 0 | 0 | 4,910,950 | ||
POLYPORE INTERNATIONAL | COM | 73179V103 | 215,181 | 6,290,000 | SH | SOLE | 4,584,500 | 0 | 1,705,500 | ||
POTASH CORP SASK INC | COM | 73755L107 | 311,524 | 8,600,889 | SH | SOLE | 923,430 | 0 | 7,677,459 | ||
PRAXAIR INC. | COM | 74005P104 | 223,496 | 1,706,470 | SH | SOLE | 293,470 | 0 | 1,413,000 | ||
PUBLIC SVC ENTERPRISE GRP | COM | 744573106 | 14,203 | 372,379 | SH | SOLE | 372,379 | 0 | 0 | ||
QIAGEN N.V. | COM | N72482107 | 468,926 | 22,234,504 | SH | SOLE | 10,686,089 | 0 | 11,548,415 | ||
QUALCOMM INCORP. | COM | 747525103 | 1,501,124 | 19,035,298 | SH | SOLE | 3,976,783 | 0 | 15,058,515 | ||
QUIKSILVER | COM | 74838C106 | 28,613 | 3,810,023 | SH | SOLE | 3,590,023 | 0 | 220,000 | ||
RAMBUS INC DEL COM | COM | 750917106 | 92,295 | 8,585,583 | SH | SOLE | 1,163,324 | 0 | 7,422,259 | ||
RANGE RESOURCES | COM | 75281A109 | 56,115 | 676,325 | SH | SOLE | 480,340 | 0 | 195,985 | ||
REPUBLIC SVCS INC | COM | 760759100 | 12,910 | 377,935 | SH | SOLE | 94,000 | 0 | 283,935 | ||
REX ENERGY CORP | COM | 761565100 | 35,643 | 1,905,000 | SH | SOLE | 1,465,000 | 0 | 440,000 | ||
RITCHIE BROS AUCTION | COM | 767744105 | 186,340 | 7,722,352 | SH | SOLE | 2,242,317 | 0 | 5,480,035 | ||
ROCHE HOLDING AG-CHF | COM | 007110388 | 3,120,488 | 10,411,834 | SH | SOLE | 1,580,939 | 0 | 8,830,895 | ||
ROCKWELL AUTOMATION | COM | 773903109 | 357,338 | 2,869,030 | SH | SOLE | 402,780 | 0 | 2,466,250 | ||
ROSS STORES INC | COM | 778296103 | 464,950 | 6,496,440 | SH | SOLE | 1,102,300 | 0 | 5,394,140 | ||
ROYAL CARIBBEAN | COM | V7780T103 | 164,662 | 3,018,003 | SH | SOLE | 1,365,201 | 0 | 1,652,802 | ||
SAFRAN | COM | 00B058TZ6 | 17,112 | 247,000 | SH | SOLE | 50,000 | 0 | 197,000 | ||
SALESFORCE.COM | COM | 79466L302 | 11,161 | 195,500 | SH | SOLE | 0 | 0 | 195,500 | ||
SANDISK CORP | COM | 80004C101 | 716,241 | 8,821,785 | SH | SOLE | 2,754,510 | 0 | 6,067,275 | ||
SANOFI | COM | 80105N105 | 129,490 | 2,476,856 | SH | SOLE | 324,649 | 0 | 2,152,207 | ||
SCHLUMBERGER LTD | COM | 806857108 | 569,644 | 5,842,504 | SH | SOLE | 862,457 | 0 | 4,980,047 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 1,772,066 | 64,839,573 | SH | SOLE | 15,152,017 | 0 | 49,687,556 | ||
SCHWEITZER-MAUDUIT | COM | 808541106 | 24,072 | 565,200 | SH | SOLE | 481,200 | 0 | 84,000 | ||
SEATTLE GENETICS | COM | 812578102 | 501,479 | 11,007,005 | SH | SOLE | 7,709,300 | 0 | 3,297,705 | ||
SERVICESOURCE | COM | 81763U100 | 24,591 | 2,913,568 | SH | SOLE | 2,828,985 | 0 | 84,583 | ||
SHUTTERFLY | COM | 82568P304 | 115,942 | 2,716,532 | SH | SOLE | 2,462,577 | 0 | 253,955 | ||
SMART TECHNOLOGIES INC A | COM | 83172R108 | 23,062 | 4,814,546 | SH | SOLE | 351,742 | 0 | 4,462,804 | ||
SOLAZYME | COM | 83415T101 | 94,984 | 8,181,189 | SH | SOLE | 5,715,939 | 0 | 2,465,250 | ||
SONY CORP ADR NEW | COM | 835699307 | 625,238 | 32,700,741 | SH | SOLE | 14,539,891 | 0 | 18,160,850 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 1,870,300 | 79,216,421 | SH | SOLE | 13,235,479 | 0 | 65,980,942 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 104,018 | 2,260,772 | SH | SOLE | 555,186 | 0 | 1,705,586 | ||
SPIRIT AIRLINES | COM | 848577102 | 46,488 | 782,624 | SH | SOLE | 512,000 | 0 | 270,624 | ||
STRATASYS LTD | COM | M85548101 | 132,442 | 1,248,390 | SH | SOLE | 1,075,590 | 0 | 172,800 | ||
STRYKER CORP. | COM | 863667101 | 24,808 | 304,500 | SH | SOLE | 0 | 0 | 304,500 | ||
SYMANTEC | COM | 871503108 | 421,926 | 21,128,002 | SH | SOLE | 2,514,447 | 0 | 18,613,555 | ||
TESLA MOTORS | COM | 88160R101 | 278,675 | 1,336,890 | SH | SOLE | 407,690 | 0 | 929,200 | ||
TEXAS INSTRS. INC. | COM | 882508104 | 2,729,646 | 57,880,542 | SH | SOLE | 8,191,690 | 0 | 49,688,852 | ||
THE CME GROUP | COM | 12572Q105 | 290,955 | 3,930,757 | SH | SOLE | 2,191,300 | 0 | 1,739,457 | ||
THE CONTAINER STORE | COM | 210751103 | 628 | 18,500 | SH | SOLE | 5,700 | 0 | 12,800 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 428,271 | 3,561,800 | SH | SOLE | 506,800 | 0 | 3,055,000 | ||
THOMSON REUTERS CORP | COM | 884903105 | 6,840 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TIME WARNER CABLE | COM | 88732J207 | 47,706 | 347,760 | SH | SOLE | 0 | 0 | 347,760 | ||
TJX COS INC NEW | COM | 872540109 | 766,410 | 12,636,596 | SH | SOLE | 741,700 | 0 | 11,894,896 | ||
TRANSDIGM GROUP | COM | 893641100 | 7,075 | 38,200 | SH | SOLE | 2,400 | 0 | 35,800 | ||
TRANSOCEAN LTD | COM | H8817H100 | 1,262,630 | 30,542,566 | SH | SOLE | 7,992,675 | 0 | 22,549,891 | ||
TRIBUNE COMPANY | COM | 896047503 | 258,557 | 3,246,165 | SH | SOLE | 1,937,000 | 0 | 1,309,165 | ||
TRIMBLE NAVIGATION | COM | 896239100 | 571,302 | 14,697,770 | SH | SOLE | 5,595,445 | 0 | 9,102,325 | ||
TUESDAY MORNING CORP. | COM | 899035505 | 91,731 | 6,482,750 | SH | SOLE | 4,308,500 | 0 | 2,174,250 | ||
TWITTER INC. | COM | 90184L102 | 929 | 19,900 | SH | SOLE | 6,300 | 0 | 13,600 | ||
UNION PACIFIC CORP. | COM | 907818108 | 518,439 | 2,762,650 | SH | SOLE | 142,700 | 0 | 2,619,950 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 650,902 | 14,584,401 | SH | SOLE | 5,883,979 | 0 | 8,700,422 | ||
UNITED PARCEL SVC INC. | COM | 911312106 | 419,614 | 4,309,038 | SH | SOLE | 723,512 | 0 | 3,585,526 | ||
UNITED TECHNOLOGIES CORP. | COM | 913017109 | 140,687 | 1,204,100 | SH | SOLE | 56,000 | 0 | 1,148,100 | ||
US BANCORP DEL | COM | 902973304 | 14,665 | 342,150 | SH | SOLE | 0 | 0 | 342,150 | ||
V F CORP | COM | 918204108 | 42,232 | 682,480 | SH | SOLE | 0 | 0 | 682,480 | ||
VERISIGN INC. | COM | 92343E102 | 717 | 13,300 | SH | SOLE | 13,300 | 0 | 0 | ||
VISA | COM | 92826C839 | 776,501 | 3,597,243 | SH | SOLE | 880,729 | 0 | 2,716,514 | ||
VMWARE | COM | 928563402 | 39,870 | 369,100 | SH | SOLE | 167,000 | 0 | 202,100 | ||
WATERS CORP | COM | 941848103 | 112,807 | 1,040,561 | SH | SOLE | 332,443 | 0 | 708,118 | ||
WELLS FARGO & CO. | COM | 949746101 | 661,193 | 13,292,979 | SH | SOLE | 2,583,079 | 0 | 10,709,900 | ||
WHIRLPOOL CP | COM | 963320106 | 225,894 | 1,511,400 | SH | SOLE | 255,100 | 0 | 1,256,300 | ||
WILLIS GROUP HOLDINGS | COM | G96666105 | 181,668 | 4,116,651 | SH | SOLE | 1,819,092 | 0 | 2,297,559 | ||
WORKDAY | COM | 98138H101 | 917 | 10,025 | SH | SOLE | 0 | 0 | 10,025 | ||
XENCOR | COM | 98401F105 | 20,733 | 1,767,500 | SH | SOLE | 598,000 | 0 | 1,169,500 | ||
XENOPORT | COM | 98411C100 | 662 | 128,000 | SH | SOLE | 74,000 | 0 | 54,000 | ||
XILINX INC | COM | 983919101 | 45,042 | 829,969 | SH | SOLE | 220,000 | 0 | 609,969 | ||
YAHOO!INC. | COM | 984332106 | 20,994 | 584,800 | SH | SOLE | 84,800 | 0 | 500,000 | ||
ZIMMER HOLDINGS INC. | COM | 98956P102 | 43,242 | 457,200 | SH | SOLE | 80,900 | 0 | 376,300 |