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
A10 NETWORKS COM 002121101 210 35,000 SH   SOLE   35,000 0 0
AARON'S INC COM 002535300 1,336 37,000 SH   SOLE   8,000 0 29,000
ABAXIS COM 002567105 103,157 2,345,000 SH   SOLE   2,143,000 0 202,000
ABBOTT LABORATORIES COM 002824100 670,780 16,677,764 SH   SOLE   5,154,535 0 11,523,229
ABBVIE INC. COM 00287Y109 136,675 2,511,945 SH   SOLE   1,037,570 0 1,474,375
ABIOMED INC. COM 003654100 525,772 5,668,090 SH   SOLE   4,575,173 0 1,092,917
ACCURAY INC. COM 004397105 43,018 8,603,700 SH   SOLE   7,398,500 0 1,205,200
ACTIVISION BLIZZARD COM 00507V109 320,866 10,387,375 SH   SOLE   2,007,000 0 8,380,375
ADOBE SYS INC COM 00724F101 2,872,930 34,941,985 SH   SOLE   5,838,454 0 29,103,531
AECOM COM 00766T100 156,272 5,680,570 SH   SOLE   2,593,725 0 3,086,845
AFFYMETRIX INC. COM 00826T108 92,715 10,856,540 SH   SOLE   7,593,240 0 3,263,300
AGILENT TECHNOLOGIES COM 00846U101 177,344 5,165,865 SH   SOLE   2,616,085 0 2,549,780
AIRBUS GROUP COM 004012250 1,085,624 18,357,617 SH   SOLE   2,519,900 0 15,837,717
ALASKA AIRGROUP INC. COM 011659109 624,731 7,863,200 SH   SOLE   867,600 0 6,995,600
ALIBABA GROUP HOLDING COM 01609W102 585,537 9,929,405 SH   SOLE   2,496,400 0 7,433,005
ALLEGIANT TRAVEL CO COM 01748X102 9,320 43,100 SH   SOLE   24,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 1,656,285 2,594,554 SH   SOLE   428,621 0 2,165,933
ALPHABET INC CLASS C COM 02079k107 1,547,031 2,542,703 SH   SOLE   421,995 0 2,120,708
ALTERA CORP. COM 021441100 592,910 11,839,250 SH   SOLE   4,502,550 0 7,336,700
AMAZON.COM INC COM 023135106 142,751 278,870 SH   SOLE   0 0 278,870
AMERICAN AIRLINES GROUP COM 02376R102 645,762 16,630,495 SH   SOLE   7,625,770 0 9,004,725
AMERICAN EXPRESS CO. COM 025816109 42,603 574,700 SH   SOLE   75,000 0 499,700
AMGEN INC. COM 031162100 4,035,606 29,175,871 SH   SOLE   4,274,669 0 24,901,202
ANALOG DEVICES COM 032654105 245,767 4,356,795 SH   SOLE   1,089,165 0 3,267,630
APPLE INC COM 037833100 115,043 1,043,000 SH   SOLE   0 0 1,043,000
APPLIED MATERIALS COM 038222105 87,580 5,961,855 SH   SOLE   2,443,800 0 3,518,055
ARBUTUS BIOPHARMA CORP COM 03879J100 17,283 2,838,000 SH   SOLE   2,838,000 0 0
ARISTA NETWORKS COM 040413106 1,560 25,500 SH   SOLE   4,300 0 21,200
ASCENA RETAIL GROUP COM 04351G101 141,440 10,168,200 SH   SOLE   8,493,000 0 1,675,200
ASML HOLDING NV COM N07059210 232,579 2,643,544 SH   SOLE   518,963 0 2,124,581
ASTRAZENECA COM 046353108 5,852 183,900 SH   SOLE   0 0 183,900
AT&T INC. COM 00206R102 606,097 18,603,353 SH   SOLE   1,098,669 0 17,504,684
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 3,069 372,400 SH   SOLE   361,800 0 10,600
AVIS BUDGET GROUP COM 053774105 13,322 305,000 SH   SOLE   305,000 0 0
AXCELIS TECHNOLOGIES COM 054540109 33,282 12,465,000 SH   SOLE   11,300,000 0 1,165,000
AXOVANT SCIENCES COM G0750W104 10,000 774,000 SH   SOLE   434,200 0 339,800
BARRACUDA NETWORKS INC COM 068323104 7,946 510,000 SH   SOLE   430,000 0 80,000
BED BATH & BEYOND INC. COM 075896100 241,209 4,230,256 SH   SOLE   557,373 0 3,672,883
BIOGEN INC. COM 09062X103 4,623,280 15,843,460 SH   SOLE   1,742,734 0 14,100,726
BIOMARIN PHARMA COM 09061G101 775,686 7,365,039 SH   SOLE   1,818,265 0 5,546,774
BLACKBERRY LTD COM 09228F103 444,750 72,553,007 SH   SOLE   40,389,650 0 32,163,357
BLUE BUFFALO COM 09531U102 12,521 699,100 SH   SOLE   124,700 0 574,400
BOEING CO. COM 097023105 266,346 2,033,950 SH   SOLE   301,050 0 1,732,900
BOOT BARN HOLDINGS COM 099406100 10,157 551,100 SH   SOLE   551,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 715,613 43,608,364 SH   SOLE   3,160,935 0 40,447,429
BOULDER BRANDS INC. COM 101405108 71,531 8,734,000 SH   SOLE   7,698,600 0 1,035,400
BROADCOM CORP COM 111320107 189,129 3,677,400 SH   SOLE   680,000 0 2,997,400
BROCADE COMM SYS COM 111621306 9,342 900,000 SH   SOLE   0 0 900,000
CABELA'S COM 126804301 3,388 74,300 SH   SOLE   0 0 74,300
CABOT CORP COM 127055101 3,156 100,000 SH   SOLE   0 0 100,000
CABOT OIL & GAS CORP COM 127097103 59,643 2,728,400 SH   SOLE   545,400 0 2,183,000
CAMERON INTL CORP. COM 13342B105 29,446 480,200 SH   SOLE   180,400 0 299,800
CANADIAN PACIFIC RAILWAY COM 13645T100 2,438 16,980 SH   SOLE   3,550 0 13,430
CARDICA INC COM 14141R101 1,624 6,013,500 SH   SOLE   5,315,500 0 698,000
CARMAX INC. COM 143130102 725,083 12,223,242 SH   SOLE   4,318,622 0 7,904,620
CARNIVAL CORP COM 143658300 1,119,647 22,528,105 SH   SOLE   7,125,462 0 15,402,643
CARTER'S COM 146229109 9,505 104,870 SH   SOLE   0 0 104,870
CATERPILLAR INC DEL COM 149123101 397,967 6,088,845 SH   SOLE   1,046,134 0 5,042,711
CELANESE CORP COM 150870103 72,844 1,231,100 SH   SOLE   340,000 0 891,100
CEPHEID COM 15670R107 106,826 2,363,400 SH   SOLE   2,033,800 0 329,600
CERNER CORP COM 156782104 1,199 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 34,050 7,500,000 SH   SOLE   7,500,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 152,580 2,251,104 SH   SOLE   457,279 0 1,793,825
CHARLES RIVER LAB COM 159864107 91,301 1,437,360 SH   SOLE   615,360 0 822,000
CHEGG INC COM 163092109 82,655 11,463,990 SH   SOLE   8,586,500 0 2,877,490
CHEMOURS CO COM 163851108 629 97,180 SH   SOLE   38,340 0 58,840
CHICAGO BRIDGE & IRON COM 167250109 4,759 120,000 SH   SOLE   0 0 120,000
CHUBB CORP. COM 171232101 291,009 2,372,679 SH   SOLE   196,472 0 2,176,207
CIENA CORP COM 171779309 10,821 522,227 SH   SOLE   16,713 0 505,514
CIRCOR CORP COM 17273K109 16,188 403,500 SH   SOLE   345,500 0 58,000
CISCO SYSTEMS INC COM 17275R102 652,536 24,858,514 SH   SOLE   6,689,625 0 18,168,889
COMCAST CORP CABLE COM 20030N101 10,039 176,500 SH   SOLE   71,000 0 105,500
COMERICA COM 200340107 2,199 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 178,339 3,864,332 SH   SOLE   3,193,660 0 670,672
CONSTELLIUM N.V. COM N22035104 13,176 2,174,300 SH   SOLE   1,071,100 0 1,103,200
CONTROLADORA VUELA COMPANIA DE COM 21240E105 2,342 157,000 SH   SOLE   16,000 0 141,000
CORNING INC COM 219350105 331,986 19,391,700 SH   SOLE   2,559,550 0 16,832,150
CRAY INC COM 225223304 41,401 2,089,925 SH   SOLE   1,413,950 0 675,975
CREE INC. COM 225447101 227,102 9,372,741 SH   SOLE   4,244,181 0 5,128,560
CROWN HOLDINGS INC. COM 228368106 4,772 104,300 SH   SOLE   2,700 0 101,600
CSX CORP. COM 126408103 117,210 4,357,250 SH   SOLE   685,750 0 3,671,500
CURTISS WRIGHT COM 231561101 81,249 1,301,650 SH   SOLE   595,400 0 706,250
CVS HEALTH CORP COM 126650100 328,883 3,408,820 SH   SOLE   556,260 0 2,852,560
DEERE & CO COM 244199105 325,490 4,398,519 SH   SOLE   1,000,119 0 3,398,400
DELTA AIR LINES DEL COM 247361702 821,490 18,308,225 SH   SOLE   6,048,255 0 12,259,970
DESCARTES SYS GRP INC COM 249906108 87,921 4,970,090 SH   SOLE   283,490 0 4,686,600
DIEBOLD COM 253651103 16,731 562,000 SH   SOLE   485,000 0 77,000
DIGIMARC COM 25381B101 8,035 263,000 SH   SOLE   263,000 0 0
DISCOVER FIN SVCS COM 254709108 128,015 2,462,300 SH   SOLE   686,500 0 1,775,800
DISNEY WALT CO. COM 254687106 714,409 6,990,299 SH   SOLE   720,950 0 6,269,349
DOW CHEMICAL CO. COM 260543103 65,190 1,537,500 SH   SOLE   778,925 0 758,575
DREAM WORKS ANIMATION COM 26153C103 202,354 11,596,200 SH   SOLE   8,457,500 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 23,420 485,900 SH   SOLE   191,700 0 294,200
DYAX CORP. COM 26746E103 202,695 10,617,860 SH   SOLE   7,774,720 0 2,843,140
E TRADE FINANCIAL COM 269246401 147,032 5,584,200 SH   SOLE   4,052,500 0 1,531,700
EBAY INC. COM 278642103 190,163 7,780,800 SH   SOLE   3,484,700 0 4,296,100
EDWARDS LIFE COM 28176E108 39,808 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 118,718 1,752,300 SH   SOLE   627,150 0 1,125,150
ELLIE MAE COM 28849P100 258,861 3,888,550 SH   SOLE   3,548,200 0 340,350
EMC CORP/MASS COM 268648102 819,160 33,905,649 SH   SOLE   6,834,631 0 27,071,018
ENCANA CORP. COM 292505104 3,606 560,000 SH   SOLE   0 0 560,000
ENSCO PLC COM G3157S106 2,018 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 69,187 5,245,450 SH   SOLE   526,316 0 4,719,134
EOG RESOURCES INC. COM 26875P101 198,500 2,726,650 SH   SOLE   247,925 0 2,478,725
EPIZYME COM 29428V104 77,664 6,039,205 SH   SOLE   5,545,805 0 493,400
ERICSSON COM 294821608 710,307 72,628,504 SH   SOLE   21,361,400 0 51,267,104
ESTERLINE TECHNOLOGIES COM 297425100 8,075 112,331 SH   SOLE   56,700 0 55,631
EXACT SCIENCE CORP COM 30063p105 49,226 2,736,300 SH   SOLE   2,210,000 0 526,300
EXPEDITORS INTL OF WASH COM 302130109 55,961 1,189,400 SH   SOLE   170,000 0 1,019,400
EXXON MOBIL CORP. COM 30231G102 58,455 786,212 SH   SOLE   95,000 0 691,212
F5 NETWORKS INC COM 315616102 164,466 1,420,260 SH   SOLE   836,615 0 583,645
FARO TECHNOLOGIES INC. COM 311642102 62,860 1,796,000 SH   SOLE   1,496,322 0 299,678
FEDEX CORP COM 31428X106 2,088,667 14,506,646 SH   SOLE   1,150,939 0 13,355,707
FEI COMPANY COM 30241L109 56,840 778,200 SH   SOLE   377,000 0 401,200
FLEX PHARMA COM 33938A105 4,436 369,400 SH   SOLE   164,500 0 204,900
FLEXTRONICS INTL LTD COM Y2573F102 514,865 48,848,705 SH   SOLE   18,516,872 0 30,331,833
FLUIDIGM CORP. COM 34385P108 34,601 4,266,432 SH   SOLE   2,871,132 0 1,395,300
FORMFACTOR INC COM 346375108 55,751 8,222,918 SH   SOLE   1,796,718 0 6,426,200
FRANCESCA'S HOLDINGS COM 351793104 1,356 110,900 SH   SOLE   10,200 0 100,700
FRANK'S INTERNATIONAL COM N33462107 5,094 332,300 SH   SOLE   70,000 0 262,300
GARMIN LIMITED COM H2906T109 22,425 625,000 SH   SOLE   270,000 0 355,000
GILDAN ACTIVEWEAR COM 375916103 114,266 3,788,650 SH   SOLE   1,094,600 0 2,694,050
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 164,004 4,265,385 SH   SOLE   490,985 0 3,774,400
GREIF CL A COM 397624107 6,076 190,400 SH   SOLE   65,000 0 125,400
GREIF CL B COM 397624206 1,431 37,000 SH   SOLE   0 0 37,000
GUIDANCE SOFTWARE COM 401692108 26,799 4,451,707 SH   SOLE   2,867,515 0 1,584,192
HAWAIIAN HOLDINGS INC. COM 419879101 18,263 740,000 SH   SOLE   615,000 0 125,000
HERTZ GLOBAL HLDS COM 42805T105 76,687 4,583,800 SH   SOLE   727,800 0 3,856,000
HEWLETT-PACKARD CO. COM 428236103 1,114,104 43,502,685 SH   SOLE   8,168,151 0 35,334,534
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 10,227 445,800 SH   SOLE   0 0 445,800
HONEYWELL INTL. INC. COM 438516106 485,557 5,127,855 SH   SOLE   468,315 0 4,659,540
IDEX CORP COM 45167R104 94,692 1,328,085 SH   SOLE   388,115 0 939,970
ILLUMINA INC COM 452327109 382,943 2,178,040 SH   SOLE   659,170 0 1,518,870
IMMUNOGEN COM 45253H101 123,528 12,867,483 SH   SOLE   10,598,804 0 2,268,679
INSULET CORP. COM 45784P101 134,594 5,194,669 SH   SOLE   4,790,177 0 404,492
INTEL CORP COM 458140100 903,674 29,982,535 SH   SOLE   6,081,342 0 23,901,193
INTUIT INC COM 461202103 684,203 7,709,325 SH   SOLE   929,100 0 6,780,225
JABIL CIRCUIT COM 466313103 92,154 4,119,550 SH   SOLE   2,107,650 0 2,011,900
JACOBS ENGR GROUP DEL COM 469814107 288,419 7,705,570 SH   SOLE   3,570,058 0 4,135,512
JET BLUE AIRWAYS COM 477143101 522,546 20,277,314 SH   SOLE   10,070,551 0 10,206,763
JOHNSON & JOHNSON COM 478160104 987,257 10,575,867 SH   SOLE   2,114,680 0 8,461,187
JPMORGAN CHASE & CO. COM 46625H100 662,689 10,869,101 SH   SOLE   4,352,610 0 6,516,491
KALOBIOS PHARMA COM 48344T209 1,022 534,885 SH   SOLE   227,573 0 307,312
KELLOGG CO. COM 487836108 4,658 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 173,137 5,614,039 SH   SOLE   3,544,489 0 2,069,550
KIRBY CORP. COM 497266106 40,150 648,100 SH   SOLE   466,150 0 181,950
KLA-TENCOR CORP. COM 482480100 471,712 9,434,246 SH   SOLE   2,169,478 0 7,264,768
KNOWLES CORP COM 49926D109 3,135 170,119 SH   SOLE   92,052 0 78,067
L BRANDS INC. COM 501797104 1,784,927 19,803,919 SH   SOLE   4,648,978 0 15,154,941
LAS VEGAS SANDS CORP. COM 517834107 82,641 2,176,481 SH   SOLE   826,481 0 1,350,000
LILLY ELI & CO COM 532457108 4,790,950 57,246,390 SH   SOLE   11,118,503 0 46,127,887
LYONDELLBASELL INDUSTRIES COM N53745100 7,027 84,300 SH   SOLE   25,000 0 59,300
MARKETAXESS HLDGS INC. COM 57060D108 93,198 1,003,420 SH   SOLE   912,220 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 8,184 120,000 SH   SOLE   0 0 120,000
MARRONE BIO INNOVATIONS COM 57165B106 6,841 3,242,100 SH   SOLE   2,442,900 0 799,200
MARSH & MCLENNAN COS. COM 571748102 910,179 17,429,701 SH   SOLE   2,556,310 0 14,873,391
MASTERCARD INC CL A COM 57636Q104 54,640 606,300 SH   SOLE   49,000 0 557,300
MATSON INC. COM 57686G105 10,691 277,761 SH   SOLE   199,761 0 78,000
MEDTRONIC PLC COM G5960L103 1,021,563 15,260,876 SH   SOLE   2,155,215 0 13,105,661
MERCK & COMPANY COM 58933Y105 130,637 2,645,000 SH   SOLE   2,300,000 0 345,000
MERCURY GENERAL CORP COM 589400100 14,224 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 659,697 44,038,516 SH   SOLE   8,329,233 0 35,709,283
MICROSOFT CORP. COM 594918104 2,639,109 59,627,403 SH   SOLE   8,756,786 0 50,870,617
MOBILEYE N.V. COM N51488117 12,291 270,250 SH   SOLE   46,419 0 223,831
MOMENTA PHARMACEUTICALS COM 60877T100 44,322 2,700,900 SH   SOLE   2,333,883 0 367,017
MONSANTO CO. COM 61166W101 1,012,646 11,866,017 SH   SOLE   1,526,593 0 10,339,424
NATIONAL OILWELL VARCO COM 637071101 57,973 1,539,795 SH   SOLE   368,750 0 1,171,045
NCI BUILDING SYSTEMS COM 628852204 6,131 580,000 SH   SOLE   515,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 216,393 19,743,886 SH   SOLE   17,435,486 0 2,308,400
NETAPP INC. COM 64110D104 1,183,246 39,974,533 SH   SOLE   12,116,558 0 27,857,975
NEUSTAR COM 64126X201 206,871 7,602,757 SH   SOLE   5,359,664 0 2,243,093
NEWELL RUBBERMAID INC COM 651229106 27,323 688,060 SH   SOLE   60,000 0 628,060
NIMBLE STORAGE COM 65440R101 4,887 202,600 SH   SOLE   202,600 0 0
NN INC COM 629337106 14,707 795,000 SH   SOLE   575,000 0 220,000
NOBLE ENERGY INC. COM 655044105 79,941 2,648,800 SH   SOLE   0 0 2,648,800
NORFOLK SOUTHERN COM 655844108 68,046 890,655 SH   SOLE   405,825 0 484,830
NORWEGIAN CRUISE LINES COM G66721104 194,628 3,396,650 SH   SOLE   2,188,650 0 1,208,000
NOVADAQ TECHNOLOGIES INC. COM 66987G102 51,507 4,938,308 SH   SOLE   4,938,308 0 0
NOVARTIS AG ADR COM 66987V109 1,913,361 20,815,508 SH   SOLE   2,391,058 0 18,424,450
NUANCE COMMUNICATIONS COM 67020Y100 231,042 14,113,750 SH   SOLE   8,237,067 0 5,876,683
NUVASIVE INC. COM 670704105 43,446 901,000 SH   SOLE   725,000 0 176,000
NVIDIA CORP. COM 67066G104 718,481 29,147,290 SH   SOLE   6,130,365 0 23,016,925
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 4,583 283,400 SH   SOLE   72,000 0 211,400
ONCOMED PHARMACEUTICALS COM 68234X102 3,165 190,800 SH   SOLE   144,100 0 46,700
ORACLE CORP. COM 68389X105 330,559 9,151,700 SH   SOLE   387,300 0 8,764,400
ORASURE TECHNOLOGIES COM 68554V108 8,662 1,950,900 SH   SOLE   1,886,900 0 64,000
PAYPAL HOLDINGS INC COM 70450Y103 208,840 6,728,100 SH   SOLE   2,436,600 0 4,291,500
PENNEY J C INC COM 708160106 3,546 381,700 SH   SOLE   0 0 381,700
PENTAIR PLC COM G7S00T104 113,365 2,221,100 SH   SOLE   284,500 0 1,936,600
PENUMBRA COM 70975L107 4,010 100,000 SH   SOLE   17,800 0 82,200
PEPSICO INC COM 713448108 42,435 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 151,582 3,298,124 SH   SOLE   1,757,324 0 1,540,800
PETRO BRASIL ADR Pref A COM 71654V101 2,558 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 1,870 430,000 SH   SOLE   0 0 430,000
PFENEX INC COM 717071104 35,595 2,371,388 SH   SOLE   2,298,000 0 73,388
PLANTRONICS INC NEW COM 727493108 250,342 4,923,150 SH   SOLE   0 0 4,923,150
POST HOLDINGS COM 737446104 709 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 155,031 7,544,064 SH   SOLE   639,379 0 6,904,685
PRAXAIR INC. COM 74005P104 178,456 1,751,970 SH   SOLE   315,170 0 1,436,800
PROGRESSIVE CORP. COM 743315103 352,319 11,498,650 SH   SOLE   2,412,050 0 9,086,600
PUBLIC SVC ENTERPRISE GRP COM 744573106 15,699 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 563,908 21,856,896 SH   SOLE   10,817,191 0 11,039,705
QUALCOMM INCORP. COM 747525103 875,077 16,286,560 SH   SOLE   3,178,335 0 13,108,225
QUIKSILVER COM 74838C106 105 5,360,000 SH   SOLE   5,360,000 0 0
RAMBUS INC DEL COM COM 750917106 109,523 9,281,622 SH   SOLE   941,063 0 8,340,559
RANGE RESOURCES COM 75281A109 7,227 225,000 SH   SOLE   204,700 0 20,300
REPUBLIC SVCS INC COM 760759100 15,818 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 7,545 3,645,000 SH   SOLE   2,700,000 0 945,000
RITCHIE BROS AUCTION COM 767744105 184,961 7,146,880 SH   SOLE   2,733,095 0 4,413,785
ROCHE HOLDING AG-CHF COM 007110388 2,679,940 10,154,571 SH   SOLE   1,582,700 0 8,571,871
ROCKWELL AUTOMATION COM 773903109 223,174 2,199,405 SH   SOLE   293,025 0 1,906,380
ROSS STORES INC COM 778296103 727,006 14,999,100 SH   SOLE   2,857,900 0 12,141,200
ROYAL CARIBBEAN COM V7780T103 452,969 5,084,401 SH   SOLE   2,189,101 0 2,895,300
SAFRAN COM 00B058TZ6 119,143 1,583,900 SH   SOLE   157,600 0 1,426,300
SALESFORCE.COM COM 79466L302 22,041 317,460 SH   SOLE   0 0 317,460
SANDISK CORP COM 80004C101 684,486 12,598,676 SH   SOLE   4,302,415 0 8,296,261
SANOFI COM 80105N105 139,518 2,939,082 SH   SOLE   628,950 0 2,310,132
SCHLUMBERGER LTD COM 806857108 307,760 4,462,224 SH   SOLE   641,263 0 3,820,961
SCHWAB CHARLES CORP COM 808513105 1,610,318 56,383,692 SH   SOLE   12,287,974 0 44,095,718
SCHWEITZER-MAUDUIT COM 808541106 14,825 431,200 SH   SOLE   431,200 0 0
SEATTLE GENETICS COM 812578102 496,111 12,865,950 SH   SOLE   9,351,375 0 3,514,575
SENSIENT TECHNOLOGY COM 81725T100 1,839 30,000 SH   SOLE   20,000 0 10,000
SERVICESOURCE COM 81763U100 50,739 12,684,700 SH   SOLE   8,488,500 0 4,196,200
SHUTTERFLY COM 82568P304 198,676 5,557,382 SH   SOLE   4,714,227 0 843,155
SMART TECHNOLOGIES INC A COM 83172R108 2,761 4,247,346 SH   SOLE   336,042 0 3,911,304
SOLAZYME COM 83415T101 31,219 12,007,234 SH   SOLE   9,737,788 0 2,269,446
SONY CORP ADR NEW COM 835699307 1,084,031 44,246,150 SH   SOLE   18,816,600 0 25,429,550
SOUTHWEST AIRLS CO COM 844741108 2,830,220 74,401,158 SH   SOLE   13,088,346 0 61,312,812
SOUTHWESTERN ENERGY CO COM 845467109 59,959 4,724,936 SH   SOLE   1,440,775 0 3,284,161
SPIRIT AIRLINES COM 848577102 37,501 792,824 SH   SOLE   470,500 0 322,324
SPRINT CORP. COM 85207U105 105,792 27,550,000 SH   SOLE   19,330,000 0 8,220,000
STRATASYS LTD COM M85548101 70,993 2,680,000 SH   SOLE   2,570,000 0 110,000
STRYKER CORP. COM 863667101 27,807 295,500 SH   SOLE   0 0 295,500
SYMANTEC COM 871503108 64,341 3,304,600 SH   SOLE   789,500 0 2,515,100
TERADYNE COM 880770102 15,643 868,600 SH   SOLE   370,000 0 498,600
TESLA MOTORS COM 88160R101 285,496 1,149,340 SH   SOLE   339,590 0 809,750
TEXAS INSTRS. INC. COM 882508104 2,707,861 54,682,167 SH   SOLE   7,452,066 0 47,230,101
THE CME GROUP COM 12572Q105 169,553 1,828,263 SH   SOLE   730,463 0 1,097,800
THE RUBICON PROJECT COM 78112V102 22,322 1,536,300 SH   SOLE   1,432,100 0 104,200
THERMO FISHER SCIENTIFIC INC COM 883556102 660,465 5,401,253 SH   SOLE   1,146,140 0 4,255,113
THOMSON REUTERS CORP COM 884903105 8,052 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 62,421 348,004 SH   SOLE   0 0 348,004
TJX COS INC NEW COM 872540109 869,224 12,170,596 SH   SOLE   656,100 0 11,514,496
TRANSDIGM GROUP COM 893641100 12,256 57,700 SH   SOLE   2,400 0 55,300
TRANSOCEAN LTD COM H8817H100 239,023 18,500,236 SH   SOLE   4,559,032 0 13,941,204
TREX CO COM 89531P105 6,269 188,100 SH   SOLE   152,900 0 35,200
TRIBUNE MEDIA COMPANY COM 896047503 252,322 7,087,700 SH   SOLE   4,325,700 0 2,762,000
TRIBUNE PUBLISHING COM 896082104 29,384 3,747,905 SH   SOLE   3,440,880 0 307,025
TRIMBLE NAVIGATION COM 896239100 216,894 13,209,160 SH   SOLE   4,600,040 0 8,609,120
TUESDAY MORNING CORP. COM 899035505 35,751 6,608,350 SH   SOLE   4,405,500 0 2,202,850
TWITTER INC. COM 90184L102 5,872 217,980 SH   SOLE   15,700 0 202,280
TYCO INTL LTD COM G91442106 5,019 150,000 SH   SOLE   100,000 0 50,000
TYSON FOODS COM 902494103 69,606 1,615,000 SH   SOLE   670,000 0 945,000
UNION PACIFIC CORP. COM 907818108 417,874 4,726,550 SH   SOLE   69,175 0 4,657,375
UNITED CONTL HLDGS INC COM 910047109 1,033,873 19,488,650 SH   SOLE   6,424,644 0 13,064,006
UNITED PARCEL SVC INC. COM 911312106 382,828 3,879,098 SH   SOLE   548,972 0 3,330,126
UNITED TECHNOLOGIES CORP. COM 913017109 115,990 1,303,400 SH   SOLE   56,000 0 1,247,400
UNIVERSAL DISPLAY CORP COM 91347P105 40,938 1,207,611 SH   SOLE   803,661 0 403,950
URBAN OUTFITTERS COM 917047102 70,023 2,383,356 SH   SOLE   1,798,356 0 585,000
US BANCORP DEL COM 902973304 140,511 3,426,250 SH   SOLE   0 0 3,426,250
UTi WORLDWIDE COM G87210103 17,009 3,705,600 SH   SOLE   3,223,400 0 482,200
V F CORP COM 918204108 70,664 1,035,980 SH   SOLE   0 0 1,035,980
VIRGIN AMERICA COM 92765X208 39,532 1,154,900 SH   SOLE   854,900 0 300,000
VISA COM 92826C839 671,580 9,640,823 SH   SOLE   2,573,041 0 7,067,782
VMWARE COM 928563402 120,753 1,532,587 SH   SOLE   757,762 0 774,825
WATERS CORP COM 941848103 77,749 657,721 SH   SOLE   198,020 0 459,701
WELLS FARGO & CO. COM 949746101 778,366 15,158,052 SH   SOLE   3,633,067 0 11,524,985
WHIRLPOOL CP COM 963320106 60,686 412,100 SH   SOLE   72,000 0 340,100
WILLIS GROUP HOLDINGS COM G96666105 14,266 348,200 SH   SOLE   348,200 0 0
WORKDAY COM 98138H101 689 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 36,290 2,967,300 SH   SOLE   1,895,100 0 1,072,200
XENOPORT COM 98411C100 316 91,000 SH   SOLE   74,000 0 17,000
XOOM CORP COM 98419Q101 6,292 252,900 SH   SOLE   252,900 0 0
YAHOO! INC. COM 984332106 137,161 4,744,400 SH   SOLE   2,159,900 0 2,584,500
ZIMMER BIOMET HOLDINGS INC. COM 98956P102 49,811 530,300 SH   SOLE   67,900 0 462,400