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 |
A10 NETWORKS | COM | 002121101 | 390 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
ABAXIS | COM | 002567105 | 129,579 | 2,021,200 | SH | SOLE | 1,836,200 | 0 | 185,000 | ||
ABBOTT LABORATORIES | COM | 002824100 | 823,066 | 17,765,299 | SH | SOLE | 5,220,434 | 0 | 12,544,865 | ||
ABBVIE INC. | COM | 00287Y109 | 218,403 | 3,730,836 | SH | SOLE | 1,268,281 | 0 | 2,462,555 | ||
ABIOMED INC. | COM | 003654100 | 405,328 | 5,662,590 | SH | SOLE | 4,568,973 | 0 | 1,093,617 | ||
ACCURAY INC. | COM | 004397105 | 79,010 | 8,495,700 | SH | SOLE | 7,290,500 | 0 | 1,205,200 | ||
ACTIVISION BLIZZARD | COM | 00507V109 | 239,941 | 10,556,125 | SH | SOLE | 1,902,100 | 0 | 8,654,025 | ||
ADOBE SYS INC | COM | 00724F101 | 2,721,219 | 36,803,066 | SH | SOLE | 6,040,933 | 0 | 30,762,133 | ||
AECOM | COM | 00766T100 | 138,613 | 4,497,509 | SH | SOLE | 1,506,589 | 0 | 2,990,920 | ||
AFFYMETRIX INC. | COM | 00826T108 | 138,625 | 11,037,040 | SH | SOLE | 7,615,540 | 0 | 3,421,500 | ||
AGILENT TECHNOLOGIES | COM | 00846U101 | 235,975 | 5,679,310 | SH | SOLE | 2,555,140 | 0 | 3,124,170 | ||
AIRBUS GROUP | COM | 004012250 | 1,192,757 | 18,371,417 | SH | SOLE | 2,559,100 | 0 | 15,812,317 | ||
ALASKA AIRGROUP INC. | COM | 011659109 | 519,884 | 7,855,600 | SH | SOLE | 867,600 | 0 | 6,988,000 | ||
ALIBABA GROUP HOLDING | COM | 01609W102 | 256,319 | 3,079,280 | SH | SOLE | 609,950 | 0 | 2,469,330 | ||
ALLEGIANT TRAVEL CO | COM | 01748X102 | 8,288 | 43,100 | SH | SOLE | 24,300 | 0 | 18,800 | ||
ALTERA CORP. | COM | 021441100 | 576,883 | 13,444,028 | SH | SOLE | 4,689,871 | 0 | 8,754,157 | ||
AMAZON.COM INC | COM | 023135106 | 89,700 | 241,065 | SH | SOLE | 0 | 0 | 241,065 | ||
AMERICAN AIRLINES GROUP | COM | 02376R102 | 759,826 | 14,396,090 | SH | SOLE | 6,037,930 | 0 | 8,358,160 | ||
AMERICAN EXPRESS CO. | COM | 025816109 | 45,052 | 576,700 | SH | SOLE | 77,000 | 0 | 499,700 | ||
AMGEN INC. | COM | 031162100 | 5,033,358 | 31,488,010 | SH | SOLE | 4,444,323 | 0 | 27,043,687 | ||
ANALOG DEVICES | COM | 032654105 | 287,297 | 4,560,265 | SH | SOLE | 1,092,055 | 0 | 3,468,210 | ||
APPLE INC | COM | 037833100 | 128,661 | 1,034,000 | SH | SOLE | 0 | 0 | 1,034,000 | ||
APPLIED MATERIALS | COM | 038222105 | 128,467 | 5,694,455 | SH | SOLE | 1,894,900 | 0 | 3,799,555 | ||
ARISTA NETWORKS | COM | 040413106 | 3,456 | 49,000 | SH | SOLE | 14,700 | 0 | 34,300 | ||
ASCENA RETAIL GROUP | COM | 04351G101 | 147,541 | 10,168,200 | SH | SOLE | 8,493,000 | 0 | 1,675,200 | ||
ASML HOLDING NV | COM | N07059210 | 350,163 | 3,465,933 | SH | SOLE | 540,112 | 0 | 2,925,821 | ||
AUDIENCE | COM | 05070J102 | 15,461 | 3,405,574 | SH | SOLE | 2,265,223 | 0 | 1,140,351 | ||
AVALANCHE BIOTECHNOLOGIES INC. | COM | 05337G107 | 782 | 19,300 | SH | SOLE | 8,700 | 0 | 10,600 | ||
AXCELIS TECHNOLOGIES | COM | 054540109 | 29,374 | 12,342,000 | SH | SOLE | 11,200,000 | 0 | 1,142,000 | ||
BED BATH & BEYOND INC. | COM | 075896100 | 343,556 | 4,474,556 | SH | SOLE | 574,373 | 0 | 3,900,183 | ||
BIOGEN INC. | COM | 09062X103 | 6,991,772 | 16,558,763 | SH | SOLE | 1,817,372 | 0 | 14,741,391 | ||
BIOMARIN PHARMA | COM | 09061G101 | 1,000,076 | 8,025,008 | SH | SOLE | 1,862,394 | 0 | 6,162,614 | ||
BLACKBERRY LTD | COM | 09228F103 | 571,266 | 63,971,557 | SH | SOLE | 34,107,900 | 0 | 29,863,657 | ||
BOEING CO. | COM | 097023105 | 317,997 | 2,118,850 | SH | SOLE | 305,500 | 0 | 1,813,350 | ||
BOOT BARN HOLDINGS | COM | 099406100 | 323 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 824,440 | 46,447,349 | SH | SOLE | 3,479,520 | 0 | 42,967,829 | ||
BOULDER BRANDS INC. | COM | 101405108 | 57,645 | 6,048,779 | SH | SOLE | 5,013,379 | 0 | 1,035,400 | ||
BROADCOM CORP | COM | 111320107 | 149,511 | 3,453,700 | SH | SOLE | 575,000 | 0 | 2,878,700 | ||
BROCADE COMM SYS | COM | 111621306 | 10,674 | 900,000 | SH | SOLE | 0 | 0 | 900,000 | ||
CABOT CORP | COM | 127055101 | 7,875 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
CABOT OIL & GAS CORP | COM | 127097103 | 77,227 | 2,615,200 | SH | SOLE | 520,400 | 0 | 2,094,800 | ||
CAMERON INTL CORP. | COM | 13342B105 | 28,435 | 630,200 | SH | SOLE | 330,400 | 0 | 299,800 | ||
CANADIAN PACIFIC RAILWAY | COM | 13645T100 | 22,478 | 123,030 | SH | SOLE | 3,800 | 0 | 119,230 | ||
CARDICA INC | COM | 14141R101 | 3,789 | 6,013,500 | SH | SOLE | 5,315,500 | 0 | 698,000 | ||
CARMAX INC. | COM | 143130102 | 929,115 | 13,463,486 | SH | SOLE | 4,413,016 | 0 | 9,050,470 | ||
CARNIVAL CORP | COM | 143658300 | 1,136,779 | 23,762,110 | SH | SOLE | 6,987,067 | 0 | 16,775,043 | ||
CARTER'S | COM | 146229109 | 2,346 | 25,370 | SH | SOLE | 0 | 0 | 25,370 | ||
CATERPILLAR INC DEL | COM | 149123101 | 472,722 | 5,906,810 | SH | SOLE | 874,039 | 0 | 5,032,771 | ||
CELANESE CORP | COM | 150870103 | 55,977 | 1,002,100 | SH | SOLE | 340,000 | 0 | 662,100 | ||
CEPHEID | COM | 15670R107 | 132,213 | 2,323,600 | SH | SOLE | 1,990,800 | 0 | 332,800 | ||
CERNER CORP | COM | 156782104 | 1,465 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
CERUS CORP | COM | 157085101 | 30,441 | 7,300,000 | SH | SOLE | 7,300,000 | 0 | 0 | ||
CH ROBINSON WORLDWIDE | COM | 12541W209 | 282,162 | 3,853,618 | SH | SOLE | 699,178 | 0 | 3,154,440 | ||
CHARLES RIVER LAB | COM | 159864107 | 128,632 | 1,622,300 | SH | SOLE | 790,300 | 0 | 832,000 | ||
CHEGG INC | COM | 163092109 | 30,272 | 3,807,790 | SH | SOLE | 3,512,500 | 0 | 295,290 | ||
CHICAGO BRIDGE & IRON | COM | 167250109 | 5,911 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
CHUBB CORP. | COM | 171232101 | 447,609 | 4,427,385 | SH | SOLE | 470,835 | 0 | 3,956,550 | ||
CIENA CORP | COM | 171779309 | 12,213 | 632,469 | SH | SOLE | 19,813 | 0 | 612,656 | ||
CIRCOR CORP | COM | 17273K109 | 22,509 | 411,500 | SH | SOLE | 348,500 | 0 | 63,000 | ||
CISCO SYSTEMS INC | COM | 17275R102 | 713,287 | 25,918,864 | SH | SOLE | 6,102,075 | 0 | 19,816,789 | ||
COMERICA | COM | 200340107 | 15,091 | 334,400 | SH | SOLE | 264,900 | 0 | 69,500 | ||
COMSCORE | COM | 20564W105 | 211,739 | 4,135,532 | SH | SOLE | 3,455,360 | 0 | 680,172 | ||
CONSTELLIUM N.V. | COM | N22035104 | 41,292 | 2,032,100 | SH | SOLE | 788,000 | 0 | 1,244,100 | ||
CONTROLADORA VUELA COMPANIA DE | COM | 21240E105 | 1,749 | 157,000 | SH | SOLE | 16,000 | 0 | 141,000 | ||
CORNING INC | COM | 219350105 | 449,696 | 19,827,850 | SH | SOLE | 2,526,300 | 0 | 17,301,550 | ||
CRAY INC | COM | 225223304 | 52,638 | 1,874,575 | SH | SOLE | 1,176,950 | 0 | 697,625 | ||
CREE INC. | COM | 225447101 | 359,737 | 10,136,291 | SH | SOLE | 4,299,931 | 0 | 5,836,360 | ||
CROWN HOLDINGS INC. | COM | 228368106 | 5,634 | 104,300 | SH | SOLE | 2,700 | 0 | 101,600 | ||
CSX CORP. | COM | 126408103 | 143,013 | 4,318,025 | SH | SOLE | 668,250 | 0 | 3,649,775 | ||
CURTISS WRIGHT | COM | 231561101 | 137,844 | 1,864,274 | SH | SOLE | 1,224,074 | 0 | 640,200 | ||
CVS HEALTH CORP | COM | 126650100 | 340,994 | 3,303,890 | SH | SOLE | 571,530 | 0 | 2,732,360 | ||
DEERE & CO | COM | 244199105 | 233,845 | 2,666,719 | SH | SOLE | 416,619 | 0 | 2,250,100 | ||
DELTA AIR LINES DEL | COM | 247361702 | 848,709 | 18,876,990 | SH | SOLE | 6,021,810 | 0 | 12,855,180 | ||
DESCARTES SYS GRP INC | COM | 249906108 | 74,881 | 4,972,190 | SH | SOLE | 294,290 | 0 | 4,677,900 | ||
DIEBOLD | COM | 253651103 | 19,929 | 562,000 | SH | SOLE | 485,000 | 0 | 77,000 | ||
DIRECTV COM STK | COM | 25490A309 | 1,183,228 | 13,903,973 | SH | SOLE | 1,178,974 | 0 | 12,724,999 | ||
DISCOVER FIN SVCS | COM | 254709108 | 116,802 | 2,072,800 | SH | SOLE | 656,500 | 0 | 1,416,300 | ||
DISNEY WALT CO. | COM | 254687106 | 839,385 | 8,002,526 | SH | SOLE | 741,327 | 0 | 7,261,199 | ||
DOW CHEMICAL CO. | COM | 260543103 | 81,379 | 1,696,100 | SH | SOLE | 765,650 | 0 | 930,450 | ||
DREAM WORKS ANIMATION | COM | 26153C103 | 280,628 | 11,596,200 | SH | SOLE | 8,457,500 | 0 | 3,138,700 | ||
DU PONT E.I. DE NEMOURS | COM | 263534109 | 34,477 | 482,400 | SH | SOLE | 188,200 | 0 | 294,200 | ||
DYAX CORP. | COM | 26746E103 | 178,100 | 10,632,860 | SH | SOLE | 7,744,720 | 0 | 2,888,140 | ||
E TRADE FINANCIAL | COM | 269246401 | 71,560 | 2,505,600 | SH | SOLE | 2,121,700 | 0 | 383,900 | ||
EBAY INC. | COM | 278642103 | 363,863 | 6,308,300 | SH | SOLE | 2,400,500 | 0 | 3,907,800 | ||
EDWARDS LIFE | COM | 28176E108 | 39,889 | 280,000 | SH | SOLE | 0 | 0 | 280,000 | ||
ELECTRONIC ARTS INC. | COM | 285512109 | 167,241 | 2,843,750 | SH | SOLE | 767,875 | 0 | 2,075,875 | ||
ELLIE MAE | COM | 28849P100 | 217,216 | 3,927,245 | SH | SOLE | 3,553,800 | 0 | 373,445 | ||
EMC CORP/MASS | COM | 268648102 | 923,768 | 36,141,139 | SH | SOLE | 6,867,306 | 0 | 29,273,833 | ||
ENCANA CORP. | COM | 292505104 | 15,443 | 1,385,000 | SH | SOLE | 0 | 0 | 1,385,000 | ||
ENSCO PLC | COM | G3157S106 | 3,020 | 143,340 | SH | SOLE | 0 | 0 | 143,340 | ||
ENTEGRIS INC | COM | 29362U104 | 71,776 | 5,242,950 | SH | SOLE | 523,816 | 0 | 4,719,134 | ||
EOG RESOURCES INC. | COM | 26875P101 | 315,680 | 3,442,900 | SH | SOLE | 423,175 | 0 | 3,019,725 | ||
EPIZYME | COM | 29428V104 | 113,123 | 6,023,605 | SH | SOLE | 5,530,205 | 0 | 493,400 | ||
ERICSSON | COM | 294821608 | 736,536 | 58,688,128 | SH | SOLE | 15,797,350 | 0 | 42,890,778 | ||
ESTERLINE TECHNOLOGIES | COM | 297425100 | 11,262 | 98,431 | SH | SOLE | 42,800 | 0 | 55,631 | ||
EXACT SCIENCE CORP | COM | 30063p105 | 55,629 | 2,526,300 | SH | SOLE | 2,035,000 | 0 | 491,300 | ||
EXELON CORP | COM | 30161N101 | 5,959 | 177,300 | SH | SOLE | 34,700 | 0 | 142,600 | ||
EXPEDITORS INTL OF WASH | COM | 302130109 | 57,378 | 1,190,900 | SH | SOLE | 170,000 | 0 | 1,020,900 | ||
EXXON MOBIL CORP. | COM | 30231G102 | 66,828 | 786,212 | SH | SOLE | 95,000 | 0 | 691,212 | ||
F5 NETWORKS INC | COM | 315616102 | 177,204 | 1,541,710 | SH | SOLE | 856,505 | 0 | 685,205 | ||
FARO TECHNOLOGIES INC. | COM | 311642102 | 105,223 | 1,693,600 | SH | SOLE | 1,394,922 | 0 | 298,678 | ||
FEDEX CORP | COM | 31428X106 | 2,513,148 | 15,189,773 | SH | SOLE | 1,201,266 | 0 | 13,988,507 | ||
FEI COMPANY | COM | 30241L109 | 76,966 | 1,008,200 | SH | SOLE | 377,000 | 0 | 631,200 | ||
FLEX PHARMA | COM | 33938A105 | 6,276 | 320,200 | SH | SOLE | 116,500 | 0 | 203,700 | ||
FLEXTRONICS INTL LTD | COM | Y2573F102 | 668,045 | 52,684,973 | SH | SOLE | 18,552,740 | 0 | 34,132,233 | ||
FLUIDIGM CORP. | COM | 34385P108 | 156,858 | 3,725,832 | SH | SOLE | 2,797,732 | 0 | 928,100 | ||
FORMFACTOR INC | COM | 346375108 | 72,822 | 8,209,918 | SH | SOLE | 1,784,718 | 0 | 6,425,200 | ||
FRANK'S INTERNATIONAL | COM | N33462107 | 20,860 | 1,115,500 | SH | SOLE | 289,400 | 0 | 826,100 | ||
GILDAN ACTIVEWEAR | COM | 375916103 | 109,699 | 3,716,100 | SH | SOLE | 1,070,100 | 0 | 2,646,000 | ||
GLAXOSMITHKLINE PLC (ADR) | COM | 37733W105 | 212,195 | 4,597,935 | SH | SOLE | 493,535 | 0 | 4,104,400 | ||
GOOGLE CLASS A | COM | 38259P508 | 1,492,955 | 2,691,463 | SH | SOLE | 432,210 | 0 | 2,259,253 | ||
GOOGLE CLASS C | COM | 38259P706 | 1,471,378 | 2,684,996 | SH | SOLE | 429,260 | 0 | 2,255,736 | ||
GREIF CL A | COM | 397624107 | 7,673 | 195,400 | SH | SOLE | 70,000 | 0 | 125,400 | ||
GREIF CL B | COM | 397624206 | 3,156 | 68,968 | SH | SOLE | 31,968 | 0 | 37,000 | ||
GUIDANCE SOFTWARE | COM | 401692108 | 24,084 | 4,451,707 | SH | SOLE | 2,867,515 | 0 | 1,584,192 | ||
HAWAIIAN HOLDINGS INC. | COM | 419879101 | 15,964 | 725,000 | SH | SOLE | 600,000 | 0 | 125,000 | ||
HERTZ GLOBAL HLDS | COM | 42805T105 | 87,596 | 4,040,400 | SH | SOLE | 627,800 | 0 | 3,412,600 | ||
HEWLETT-PACKARD CO. | COM | 428236103 | 1,187,389 | 38,106,205 | SH | SOLE | 6,484,445 | 0 | 31,621,760 | ||
HONEYWELL INTL. INC. | COM | 438516106 | 771,238 | 7,393,707 | SH | SOLE | 730,257 | 0 | 6,663,450 | ||
IDEX CORP | COM | 45167R104 | 108,945 | 1,436,700 | SH | SOLE | 397,440 | 0 | 1,039,260 | ||
ILLUMINA INC | COM | 452327109 | 416,202 | 2,241,987 | SH | SOLE | 664,070 | 0 | 1,577,917 | ||
IMMUNOGEN | COM | 45253H101 | 112,852 | 12,609,150 | SH | SOLE | 10,320,671 | 0 | 2,288,479 | ||
INSULET CORP. | COM | 45784P101 | 94,435 | 2,831,635 | SH | SOLE | 2,490,735 | 0 | 340,900 | ||
INTEL CORP | COM | 458140100 | 1,010,983 | 32,330,768 | SH | SOLE | 6,268,075 | 0 | 26,062,693 | ||
INTUIT INC | COM | 461202103 | 932,462 | 9,616,980 | SH | SOLE | 1,020,205 | 0 | 8,596,775 | ||
JABIL CIRCUIT | COM | 466313103 | 91,861 | 3,929,025 | SH | SOLE | 1,809,650 | 0 | 2,119,375 | ||
JACOBS ENGR GROUP DEL | COM | 469814107 | 324,036 | 7,175,280 | SH | SOLE | 2,931,194 | 0 | 4,244,086 | ||
JET BLUE AIRWAYS | COM | 477143101 | 420,804 | 21,859,939 | SH | SOLE | 10,172,576 | 0 | 11,687,363 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,193,003 | 11,858,877 | SH | SOLE | 2,269,387 | 0 | 9,589,490 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 151,674 | 2,503,701 | SH | SOLE | 833,310 | 0 | 1,670,391 | ||
KALOBIOS PHARMA | COM | 48344T100 | 2,133 | 4,352,300 | SH | SOLE | 1,893,800 | 0 | 2,458,500 | ||
KELLOGG CO. | COM | 487836108 | 4,616 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 201,980 | 5,436,875 | SH | SOLE | 3,317,927 | 0 | 2,118,948 | ||
KIRBY CORP. | COM | 497266106 | 53,366 | 711,074 | SH | SOLE | 482,724 | 0 | 228,350 | ||
KLA-TENCOR CORP. | COM | 482480100 | 537,793 | 9,226,161 | SH | SOLE | 2,012,418 | 0 | 7,213,743 | ||
L BRANDS INC. | COM | 501797104 | 1,994,682 | 21,154,760 | SH | SOLE | 4,724,318 | 0 | 16,430,442 | ||
LAS VEGAS SANDS CORP. | COM | 517834107 | 41,280 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
LILLY ELI & CO | COM | 532457108 | 4,318,962 | 59,448,894 | SH | SOLE | 10,729,032 | 0 | 48,719,862 | ||
LYONDELLBASELL INDUSTRIES | COM | N53745100 | 7,402 | 84,300 | SH | SOLE | 25,000 | 0 | 59,300 | ||
MARKETAXESS HLDGS INC. | COM | 57060D108 | 83,184 | 1,003,420 | SH | SOLE | 912,220 | 0 | 91,200 | ||
MARRONE BIO INNOVATIONS | COM | 57165B106 | 12,547 | 3,242,100 | SH | SOLE | 2,442,900 | 0 | 799,200 | ||
MARSH & MCLENNAN COS. | COM | 571748102 | 1,148,559 | 20,477,064 | SH | SOLE | 2,954,455 | 0 | 17,522,609 | ||
MASTERCARD INC CL A | COM | 57636Q104 | 82,308 | 952,750 | SH | SOLE | 49,000 | 0 | 903,750 | ||
MATSON INC. | COM | 57686G105 | 11,710 | 277,761 | SH | SOLE | 199,761 | 0 | 78,000 | ||
MEDTRONIC PLC | COM | G5960L103 | 1,368,352 | 17,545,221 | SH | SOLE | 2,204,560 | 0 | 15,340,661 | ||
MERCK & COMPANY | COM | 58933Y105 | 79,610 | 1,385,000 | SH | SOLE | 1,385,000 | 0 | 0 | ||
MERCURY GENERAL CORP | COM | 589400100 | 16,262 | 281,600 | SH | SOLE | 281,600 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 950,926 | 35,050,735 | SH | SOLE | 6,787,886 | 0 | 28,262,849 | ||
MICROSOFT CORP. | COM | 594918104 | 2,557,040 | 62,903,823 | SH | SOLE | 8,927,038 | 0 | 53,976,785 | ||
MOBILEYE N.V. | COM | N51488117 | 13,897 | 330,650 | SH | SOLE | 46,419 | 0 | 284,231 | ||
MOMENTA PHARMACEUTICALS | COM | 60877T100 | 40,966 | 2,695,100 | SH | SOLE | 2,328,283 | 0 | 366,817 | ||
MONSANTO CO. | COM | 61166W101 | 1,409,269 | 12,522,382 | SH | SOLE | 1,581,813 | 0 | 10,940,569 | ||
MOTOROLA SOLUTIONS INC | COM | 620076307 | 3,860 | 57,900 | SH | SOLE | 0 | 0 | 57,900 | ||
NATIONAL OILWELL VARCO | COM | 637071101 | 88,870 | 1,777,750 | SH | SOLE | 387,705 | 0 | 1,390,045 | ||
NCI BUILDING SYSTEMS | COM | 628852204 | 8,554 | 495,000 | SH | SOLE | 430,000 | 0 | 65,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 215,078 | 19,552,586 | SH | SOLE | 17,244,186 | 0 | 2,308,400 | ||
NETAPP INC. | COM | 64110D104 | 1,103,841 | 31,129,187 | SH | SOLE | 8,408,958 | 0 | 22,720,229 | ||
NEUSTAR | COM | 64126X201 | 200,689 | 8,151,446 | SH | SOLE | 5,417,903 | 0 | 2,733,543 | ||
NEWELL RUBBERMAID INC | COM | 651229106 | 10,278 | 263,060 | SH | SOLE | 60,000 | 0 | 203,060 | ||
NIMBLE STORAGE | COM | 65440R101 | 4,522 | 202,700 | SH | SOLE | 202,700 | 0 | 0 | ||
NN INC | COM | 629337106 | 17,987 | 717,200 | SH | SOLE | 531,500 | 0 | 185,700 | ||
NOBLE ENERGY INC. | COM | 655044105 | 161,717 | 3,307,100 | SH | SOLE | 0 | 0 | 3,307,100 | ||
NORFOLK SOUTHERN | COM | 655844108 | 102,517 | 996,080 | SH | SOLE | 350,525 | 0 | 645,555 | ||
NORWEGIAN CRUISE LINES | COM | G66721104 | 181,997 | 3,369,700 | SH | SOLE | 2,145,400 | 0 | 1,224,300 | ||
NOVADAQ TECHNOLOGIES INC. | COM | 66987G102 | 17,622 | 1,085,082 | SH | SOLE | 1,085,082 | 0 | 0 | ||
NOVARTIS AG ADR | COM | 66987V109 | 2,186,836 | 22,176,613 | SH | SOLE | 2,457,243 | 0 | 19,719,370 | ||
NUANCE COMMUNICATIONS | COM | 67020Y100 | 228,122 | 15,896,992 | SH | SOLE | 8,369,984 | 0 | 7,527,008 | ||
NUVASIVE INC. | COM | 670704105 | 41,437 | 901,000 | SH | SOLE | 725,000 | 0 | 176,000 | ||
NVIDIA CORP. | COM | 67066G104 | 689,581 | 32,962,743 | SH | SOLE | 6,858,373 | 0 | 26,104,370 | ||
ONCOMED PHARMACEUTICALS | COM | 68234X102 | 5,318 | 206,293 | SH | SOLE | 144,100 | 0 | 62,193 | ||
ORACLE CORP. | COM | 68389X105 | 412,052 | 9,549,300 | SH | SOLE | 374,300 | 0 | 9,175,000 | ||
ORASURE TECHNOLOGIES | COM | 68554V108 | 13,217 | 2,020,900 | SH | SOLE | 1,956,900 | 0 | 64,000 | ||
PALL CORP | COM | 696429307 | 24,596 | 245,000 | SH | SOLE | 40,000 | 0 | 205,000 | ||
PENTAIR PLC | COM | G7S00T104 | 138,325 | 2,199,481 | SH | SOLE | 194,500 | 0 | 2,004,981 | ||
PEPSICO INC | COM | 713448108 | 43,029 | 450,000 | SH | SOLE | 150,000 | 0 | 300,000 | ||
PERKIN ELMER | COM | 714046109 | 177,062 | 3,462,295 | SH | SOLE | 1,736,679 | 0 | 1,725,616 | ||
PETRO BRASIL ADR Pref A | COM | 71654V101 | 4,233 | 695,000 | SH | SOLE | 0 | 0 | 695,000 | ||
PETROLEO BRASILEIRO ADR | COM | 71654V408 | 2,584 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | ||
PHARMACYCLICS INC. | COM | 716933106 | 584,600 | 2,284,039 | SH | SOLE | 1,351,839 | 0 | 932,200 | ||
PLANTRONICS INC NEW | COM | 727493108 | 260,443 | 4,918,650 | SH | SOLE | 0 | 0 | 4,918,650 | ||
POLYPORE INTERNATIONAL | COM | 73179V103 | 347,572 | 5,901,058 | SH | SOLE | 4,474,000 | 0 | 1,427,058 | ||
POST HOLDINGS | COM | 737446104 | 562 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
POTASH CORP SASK INC | COM | 73755L107 | 262,169 | 8,129,264 | SH | SOLE | 718,679 | 0 | 7,410,585 | ||
PRAXAIR INC. | COM | 74005P104 | 228,407 | 1,891,729 | SH | SOLE | 321,929 | 0 | 1,569,800 | ||
PROGRESSIVE CORP. | COM | 743315103 | 252,462 | 9,281,700 | SH | SOLE | 2,089,375 | 0 | 7,192,325 | ||
PUBLIC SVC ENTERPRISE GRP | COM | 744573106 | 15,610 | 372,379 | SH | SOLE | 372,379 | 0 | 0 | ||
QIAGEN N.V. | COM | N72482107 | 572,827 | 22,731,216 | SH | SOLE | 10,864,651 | 0 | 11,866,565 | ||
QUALCOMM INCORP. | COM | 747525103 | 1,071,142 | 15,447,680 | SH | SOLE | 3,042,990 | 0 | 12,404,690 | ||
QUIKSILVER | COM | 74838C106 | 10,913 | 5,899,000 | SH | SOLE | 5,460,000 | 0 | 439,000 | ||
RAMBUS INC DEL COM | COM | 750917106 | 104,946 | 8,342,272 | SH | SOLE | 968,113 | 0 | 7,374,159 | ||
RANGE RESOURCES | COM | 75281A109 | 17,727 | 340,650 | SH | SOLE | 268,850 | 0 | 71,800 | ||
REPUBLIC SVCS INC | COM | 760759100 | 15,572 | 383,935 | SH | SOLE | 100,000 | 0 | 283,935 | ||
REX ENERGY CORP | COM | 761565100 | 9,289 | 2,497,000 | SH | SOLE | 1,790,000 | 0 | 707,000 | ||
RITCHIE BROS AUCTION | COM | 767744105 | 196,705 | 7,887,130 | SH | SOLE | 2,755,945 | 0 | 5,131,185 | ||
ROCHE HOLDING AG-CHF | COM | 007110388 | 2,826,338 | 10,253,249 | SH | SOLE | 1,602,670 | 0 | 8,650,579 | ||
ROCKWELL AUTOMATION | COM | 773903109 | 294,163 | 2,536,110 | SH | SOLE | 301,460 | 0 | 2,234,650 | ||
ROSS STORES INC | COM | 778296103 | 852,546 | 8,091,740 | SH | SOLE | 1,459,190 | 0 | 6,632,550 | ||
ROYAL CARIBBEAN | COM | V7780T103 | 273,526 | 3,341,801 | SH | SOLE | 1,343,701 | 0 | 1,998,100 | ||
SAFRAN | COM | 00B058TZ6 | 110,593 | 1,583,900 | SH | SOLE | 157,600 | 0 | 1,426,300 | ||
SALESFORCE.COM | COM | 79466L302 | 21,210 | 317,460 | SH | SOLE | 0 | 0 | 317,460 | ||
SANDISK CORP | COM | 80004C101 | 529,720 | 8,326,315 | SH | SOLE | 2,551,175 | 0 | 5,775,140 | ||
SANOFI | COM | 80105N105 | 196,421 | 3,972,907 | SH | SOLE | 665,300 | 0 | 3,307,607 | ||
SCHLUMBERGER LTD | COM | 806857108 | 483,301 | 5,792,194 | SH | SOLE | 773,133 | 0 | 5,019,061 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 1,854,328 | 60,917,468 | SH | SOLE | 12,915,405 | 0 | 48,002,063 | ||
SCHWEITZER-MAUDUIT | COM | 808541106 | 22,193 | 481,200 | SH | SOLE | 481,200 | 0 | 0 | ||
SEATTLE GENETICS | COM | 812578102 | 418,423 | 11,836,575 | SH | SOLE | 8,444,175 | 0 | 3,392,400 | ||
SERVICESOURCE | COM | 81763U100 | 26,768 | 8,634,700 | SH | SOLE | 8,378,200 | 0 | 256,500 | ||
SHAKE SHACK | COM | 819047101 | 986 | 19,700 | SH | SOLE | 14,700 | 0 | 5,000 | ||
SHUTTERFLY | COM | 82568P304 | 246,149 | 5,440,955 | SH | SOLE | 4,588,800 | 0 | 852,155 | ||
SMART TECHNOLOGIES INC A | COM | 83172R108 | 5,788 | 4,744,346 | SH | SOLE | 336,042 | 0 | 4,408,304 | ||
SOLAZYME | COM | 83415T101 | 34,010 | 11,891,709 | SH | SOLE | 8,999,513 | 0 | 2,892,196 | ||
SONY CORP ADR NEW | COM | 835699307 | 1,226,414 | 45,795,885 | SH | SOLE | 18,555,935 | 0 | 27,239,950 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 3,438,167 | 77,610,990 | SH | SOLE | 11,969,538 | 0 | 65,641,452 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 46,976 | 2,025,686 | SH | SOLE | 547,600 | 0 | 1,478,086 | ||
SPIRIT AIRLINES | COM | 848577102 | 57,465 | 742,824 | SH | SOLE | 470,500 | 0 | 272,324 | ||
SPRINT CORP. | COM | 85207U105 | 78,518 | 16,565,000 | SH | SOLE | 15,485,000 | 0 | 1,080,000 | ||
STRATASYS LTD | COM | M85548101 | 34,043 | 645,000 | SH | SOLE | 585,000 | 0 | 60,000 | ||
STRYKER CORP. | COM | 863667101 | 27,260 | 295,500 | SH | SOLE | 0 | 0 | 295,500 | ||
SYMANTEC | COM | 871503108 | 126,030 | 5,395,100 | SH | SOLE | 815,700 | 0 | 4,579,400 | ||
TEKMIRA PHARMACEUTICALS | COM | 87911B209 | 9,579 | 548,603 | SH | SOLE | 548,603 | 0 | 0 | ||
TESLA MOTORS | COM | 88160R101 | 237,524 | 1,258,270 | SH | SOLE | 357,320 | 0 | 900,950 | ||
TEXAS INSTRS. INC. | COM | 882508104 | 3,283,018 | 57,410,471 | SH | SOLE | 7,672,605 | 0 | 49,737,866 | ||
THE CME GROUP | COM | 12572Q105 | 463,146 | 4,890,150 | SH | SOLE | 1,657,500 | 0 | 3,232,650 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 694,402 | 5,168,990 | SH | SOLE | 956,890 | 0 | 4,212,100 | ||
THOMSON REUTERS CORP | COM | 884903105 | 8,112 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TIME WARNER CABLE | COM | 88732J207 | 52,608 | 351,004 | SH | SOLE | 0 | 0 | 351,004 | ||
TJX COS INC NEW | COM | 872540109 | 878,636 | 12,542,979 | SH | SOLE | 661,483 | 0 | 11,881,496 | ||
TRANSDIGM GROUP | COM | 893641100 | 12,620 | 57,700 | SH | SOLE | 2,400 | 0 | 55,300 | ||
TRANSOCEAN LTD | COM | H8817H100 | 380,736 | 25,953,386 | SH | SOLE | 6,326,240 | 0 | 19,627,146 | ||
TREX CO | COM | 89531P105 | 9,997 | 183,337 | SH | SOLE | 148,137 | 0 | 35,200 | ||
TRIBUNE MEDIA COMPANY | COM | 896047503 | 197,916 | 3,254,665 | SH | SOLE | 2,010,900 | 0 | 1,243,765 | ||
TRIBUNE PUBLISHING | COM | 896082104 | 73,932 | 3,810,921 | SH | SOLE | 3,441,880 | 0 | 369,041 | ||
TRIMBLE NAVIGATION | COM | 896239100 | 347,206 | 13,778,024 | SH | SOLE | 4,707,749 | 0 | 9,070,275 | ||
TUESDAY MORNING CORP. | COM | 899035505 | 105,713 | 6,566,050 | SH | SOLE | 4,369,500 | 0 | 2,196,550 | ||
TWITTER INC. | COM | 90184L102 | 1,897 | 37,880 | SH | SOLE | 8,600 | 0 | 29,280 | ||
TYSON FOODS | COM | 902494103 | 24,320 | 635,000 | SH | SOLE | 220,000 | 0 | 415,000 | ||
UNION PACIFIC CORP. | COM | 907818108 | 502,783 | 4,642,075 | SH | SOLE | 74,975 | 0 | 4,567,100 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 1,337,661 | 19,890,871 | SH | SOLE | 6,256,570 | 0 | 13,634,301 | ||
UNITED PARCEL SVC INC. | COM | 911312106 | 402,015 | 4,147,048 | SH | SOLE | 558,022 | 0 | 3,589,026 | ||
UNITED TECHNOLOGIES CORP. | COM | 913017109 | 141,964 | 1,211,300 | SH | SOLE | 56,000 | 0 | 1,155,300 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 67,590 | 1,445,771 | SH | SOLE | 820,696 | 0 | 625,075 | ||
URBAN OUTFITTERS | COM | 917047102 | 118,955 | 2,605,806 | SH | SOLE | 1,796,406 | 0 | 809,400 | ||
US BANCORP DEL | COM | 902973304 | 101,378 | 2,321,450 | SH | SOLE | 0 | 0 | 2,321,450 | ||
UTi WORLDWIDE | COM | G87210103 | 30,073 | 2,445,000 | SH | SOLE | 2,055,000 | 0 | 390,000 | ||
V F CORP | COM | 918204108 | 78,020 | 1,035,980 | SH | SOLE | 0 | 0 | 1,035,980 | ||
VIRGIN AMERICA | COM | 92765X208 | 1,326 | 43,607 | SH | SOLE | 0 | 0 | 43,607 | ||
VISA | COM | 92826C839 | 762,040 | 11,650,208 | SH | SOLE | 2,735,256 | 0 | 8,914,952 | ||
VMWARE | COM | 928563402 | 111,628 | 1,361,150 | SH | SOLE | 602,725 | 0 | 758,425 | ||
WATERS CORP | COM | 941848103 | 121,039 | 973,611 | SH | SOLE | 304,423 | 0 | 669,188 | ||
WELLS FARGO & CO. | COM | 949746101 | 754,982 | 13,878,337 | SH | SOLE | 2,968,837 | 0 | 10,909,500 | ||
WHIRLPOOL CP | COM | 963320106 | 191,836 | 949,400 | SH | SOLE | 113,600 | 0 | 835,800 | ||
WILLIS GROUP HOLDINGS | COM | G96666105 | 16,776 | 348,200 | SH | SOLE | 348,200 | 0 | 0 | ||
WORKDAY | COM | 98138H101 | 844 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
XENCOR | COM | 98401F105 | 45,378 | 2,962,000 | SH | SOLE | 1,897,800 | 0 | 1,064,200 | ||
XENOPORT | COM | 98411C100 | 648 | 91,000 | SH | SOLE | 74,000 | 0 | 17,000 | ||
XOOM CORP | COM | 98419Q101 | 22,620 | 1,539,800 | SH | SOLE | 1,516,000 | 0 | 23,800 | ||
YAHOO! INC. | COM | 984332106 | 102,656 | 2,310,000 | SH | SOLE | 779,900 | 0 | 1,530,100 | ||
ZIMMER HOLDINGS INC. | COM | 98956P102 | 63,967 | 544,304 | SH | SOLE | 70,004 | 0 | 474,300 |