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 226 35,000 SH   SOLE   35,000 0 0
AARON'S INC COM 002535300 985 45,000 SH   SOLE   16,000 0 29,000
ABAXIS COM 002567105 110,188 2,333,000 SH   SOLE   2,145,000 0 188,000
ABBOTT LABORATORIES COM 002824100 647,766 16,478,409 SH   SOLE   4,946,080 0 11,532,329
ABBVIE INC. COM 00287Y109 60,662 979,845 SH   SOLE   331,245 0 648,600
ABIOMED INC. COM 003654100 547,159 5,006,490 SH   SOLE   4,194,673 0 811,817
ACCURAY INC. COM 004397105 44,234 8,523,000 SH   SOLE   7,362,500 0 1,160,500
ACTIVISION BLIZZARD COM 00507V109 401,128 10,121,825 SH   SOLE   1,813,350 0 8,308,475
ADOBE SYS INC COM 00724F101 3,032,905 31,662,026 SH   SOLE   4,725,745 0 26,936,281
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,340 423,900 SH   SOLE   385,000 0 38,900
AECOM COM 00766T100 239,501 7,538,595 SH   SOLE   3,908,050 0 3,630,545
AGILENT TECHNOLOGIES COM 00846U101 222,626 5,018,630 SH   SOLE   2,458,160 0 2,560,470
AIRBUS GROUP COM 004012250 1,063,925 18,527,048 SH   SOLE   2,490,800 0 16,036,248
ALASKA AIRGROUP INC. COM 011659109 439,431 7,538,700 SH   SOLE   864,200 0 6,674,500
ALIBABA GROUP HOLDING COM 01609W102 1,236,708 15,550,205 SH   SOLE   3,212,800 0 12,337,405
ALKERMES COM G01767105 108,286 2,505,450 SH   SOLE   1,760,550 0 744,900
ALLEGIANT TRAVEL CO COM 01748X102 6,530 43,100 SH   SOLE   24,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 1,795,834 2,552,605 SH   SOLE   405,829 0 2,146,776
ALPHABET INC CLASS C COM 02079k107 1,722,427 2,488,696 SH   SOLE   387,694 0 2,101,002
AMAZON.COM INC COM 023135106 208,416 291,238 SH   SOLE   0 0 291,238
AMERICAN AIRLINES GROUP COM 02376R102 1,003,084 35,432,161 SH   SOLE   14,953,931 0 20,478,230
AMERICAN EXPRESS CO. COM 025816109 34,919 574,700 SH   SOLE   75,000 0 499,700
AMGEN INC. COM 031162100 4,356,715 28,634,341 SH   SOLE   3,962,364 0 24,671,977
ANALOG DEVICES COM 032654105 246,336 4,349,145 SH   SOLE   1,065,065 0 3,284,080
APPLE INC COM 037833100 99,042 1,036,000 SH   SOLE   0 0 1,036,000
APPLIED MATERIALS COM 038222105 144,641 6,034,255 SH   SOLE   2,447,200 0 3,587,055
ARBUTUS BIOPHARMA CORP COM 03879J100 13,398 3,850,000 SH   SOLE   3,850,000 0 0
ARISTA NETWORKS COM 040413106 4,816 74,800 SH   SOLE   54,300 0 20,500
ASCENA RETAIL GROUP COM 04351G101 68,307 9,772,100 SH   SOLE   8,501,600 0 1,270,500
ASML HOLDING NV COM N07059210 233,169 2,350,256 SH   SOLE   480,975 0 1,869,281
ASTRAZENECA COM 046353108 463,898 15,365,950 SH   SOLE   3,346,325 0 12,019,625
AT&T INC. COM 00206R102 738,036 17,080,216 SH   SOLE   1,151,732 0 15,928,484
AUTOZONE INC. COM 053332102 19,112 24,075 SH   SOLE   0 0 24,075
AVIS BUDGET GROUP COM 053774105 16,118 500,100 SH   SOLE   430,100 0 70,000
AXCELIS TECHNOLOGIES COM 054540109 37,322 13,874,200 SH   SOLE   11,570,000 0 2,304,200
AXOVANT SCIENCES COM G0750W104 9,512 740,802 SH   SOLE   423,600 0 317,202
BARRACUDA NETWORKS INC COM 068323104 13,520 893,000 SH   SOLE   735,000 0 158,000
BED BATH & BEYOND INC. COM 075896100 180,074 4,166,456 SH   SOLE   492,273 0 3,674,183
BIOGEN INC. COM 09062X103 3,875,132 16,024,861 SH   SOLE   1,924,007 0 14,100,854
BIOMARIN PHARMA COM 09061G101 569,443 7,319,319 SH   SOLE   1,675,795 0 5,643,524
BLACKBERRY LTD COM 09228F103 514,807 76,722,307 SH   SOLE   44,129,750 0 32,592,557
BLUE BUFFALO COM 09531U102 18,805 805,717 SH   SOLE   327,617 0 478,100
BOEING CO. COM 097023105 234,510 1,805,725 SH   SOLE   243,350 0 1,562,375
BOOT BARN HOLDINGS COM 099406100 15,270 1,771,489 SH   SOLE   1,771,489 0 0
BOSTON SCIENTIFIC CORP COM 101137107 996,507 42,640,450 SH   SOLE   2,768,821 0 39,871,629
BROCADE COMM SYS COM 111621306 4,679 509,747 SH   SOLE   334,747 0 175,000
CABELA'S COM 126804301 1,151 23,000 SH   SOLE   0 0 23,000
CABOT CORP COM 127055101 6,849 150,000 SH   SOLE   0 0 150,000
CABOT OIL & GAS CORP COM 127097103 69,688 2,707,400 SH   SOLE   545,400 0 2,162,000
CARMAX INC. COM 143130102 926,387 18,894,292 SH   SOLE   8,261,122 0 10,633,170
CARNIVAL CORP COM 143658300 978,419 22,136,180 SH   SOLE   6,679,162 0 15,457,018
CARTER'S COM 146229109 4,777 44,870 SH   SOLE   0 0 44,870
CATERPILLAR INC DEL COM 149123101 490,510 6,470,251 SH   SOLE   1,078,260 0 5,391,991
CELANESE CORP COM 150870103 54,147 827,300 SH   SOLE   50,000 0 777,300
CEPHEID COM 15670R107 74,486 2,422,300 SH   SOLE   2,106,800 0 315,500
CERNER CORP COM 156782104 1,172 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 48,672 7,800,000 SH   SOLE   7,800,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 91,346 1,230,254 SH   SOLE   313,279 0 916,975
CHARLES RIVER LAB COM 159864107 80,021 970,660 SH   SOLE   436,660 0 534,000
CHARTER COMMUNICATIONS COM 16119P108 38,915 170,201 SH   SOLE   0 0 170,201
CHEGG INC COM 163092109 56,141 11,228,128 SH   SOLE   8,618,500 0 2,609,628
CHEMOURS CO COM 163851108 453 55,000 SH   SOLE   0 0 55,000
CHICAGO BRIDGE & IRON COM 167250109 4,156 120,000 SH   SOLE   0 0 120,000
CHUBB LIMITED COM H1467J104 17,235 131,853 SH   SOLE   842 0 131,011
CIENA CORP COM 171779309 9,751 520,027 SH   SOLE   14,513 0 505,514
CIRCOR CORP COM 17273K109 21,183 371,700 SH   SOLE   337,000 0 34,700
CISCO SYSTEMS INC COM 17275R102 821,018 28,616,865 SH   SOLE   7,563,225 0 21,053,640
COMCAST CORP CABLE COM 20030N101 22,645 347,367 SH   SOLE   211,967 0 135,400
COMERICA COM 200340107 2,200 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 100,441 4,206,071 SH   SOLE   3,315,899 0 890,172
CONSTELLIUM N.V. COM N22035104 9,084 1,936,900 SH   SOLE   845,700 0 1,091,200
CONTROLADORA VUELA COMPANIA DE COM 21240E105 3,402 182,000 SH   SOLE   21,000 0 161,000
CORNING INC COM 219350105 393,578 19,217,700 SH   SOLE   2,385,550 0 16,832,150
COVANTA HOLDINGS CORP COM 22282E102 2,796 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 34,941 1,167,800 SH   SOLE   846,350 0 321,450
CREE INC. COM 225447101 223,038 9,125,941 SH   SOLE   3,992,481 0 5,133,460
CROWN HOLDINGS INC. COM 228368106 5,249 103,600 SH   SOLE   2,000 0 101,600
CSX CORP. COM 126408103 131,067 5,025,575 SH   SOLE   767,725 0 4,257,850
CURTISS WRIGHT COM 231561101 116,341 1,380,900 SH   SOLE   675,400 0 705,500
CVS HEALTH CORP COM 126650100 337,691 3,527,170 SH   SOLE   620,810 0 2,906,360
DEERE & CO COM 244199105 441,783 5,451,419 SH   SOLE   1,394,919 0 4,056,500
DELTA AIR LINES DEL COM 247361702 709,410 19,473,230 SH   SOLE   6,102,560 0 13,370,670
DESCARTES SYS GRP INC COM 249906108 93,445 4,894,990 SH   SOLE   207,190 0 4,687,800
DEXTERA SURGICAL INC COM 252366109 1,082 601,350 SH   SOLE   531,550 0 69,800
DIEBOLD COM 253651103 19,119 770,000 SH   SOLE   675,000 0 95,000
DIGIMARC COM 25381B101 9,716 304,000 SH   SOLE   294,000 0 10,000
DISCOVER FIN SVCS COM 254709108 207,195 3,866,300 SH   SOLE   1,734,700 0 2,131,600
DISNEY WALT CO. COM 254687106 647,478 6,619,074 SH   SOLE   609,525 0 6,009,549
DOW CHEMICAL CO. COM 260543103 79,095 1,591,125 SH   SOLE   729,900 0 861,225
DREAM WORKS ANIMATION COM 26153C103 464,855 11,374,000 SH   SOLE   8,557,500 0 2,816,500
DU PONT E.I. DE NEMOURS COM 263534109 30,877 476,500 SH   SOLE   182,300 0 294,200
DYAX (NON-TRADABLE) CONT VAL R COM 267CVR991 11,636 10,482,860 SH   SOLE   7,669,720 0 2,813,140
E TRADE FINANCIAL COM 269246401 279,858 11,913,900 SH   SOLE   7,165,489 0 4,748,411
EBAY INC. COM 278642103 204,187 8,722,200 SH   SOLE   4,045,500 0 4,676,700
EDWARDS LIFE COM 28176E108 55,849 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 113,971 1,504,375 SH   SOLE   525,175 0 979,200
ELLIE MAE COM 28849P100 340,319 3,713,250 SH   SOLE   3,442,200 0 271,050
EMC CORP/MASS COM 268648102 895,124 32,945,305 SH   SOLE   6,173,112 0 26,772,193
ENSCO PLC COM G3157S106 1,392 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 73,943 5,110,059 SH   SOLE   390,925 0 4,719,134
EOG RESOURCES INC. COM 26875P101 201,376 2,414,000 SH   SOLE   140,175 0 2,273,825
EPIZYME COM 29428V104 66,727 6,516,327 SH   SOLE   5,979,127 0 537,200
ERICSSON COM 294821608 625,964 81,505,704 SH   SOLE   22,976,300 0 58,529,404
ESTERLINE TECHNOLOGIES COM 297425100 7,651 123,331 SH   SOLE   57,700 0 65,631
EXACT SCIENCES CORP COM 30063p105 55,325 4,516,300 SH   SOLE   3,775,000 0 741,300
EXPEDITORS INTL OF WASH COM 302130109 42,635 869,400 SH   SOLE   0 0 869,400
EXXON MOBIL CORP. COM 30231G102 73,981 789,212 SH   SOLE   95,000 0 694,212
F5 NETWORKS INC COM 315616102 52,383 460,150 SH   SOLE   324,600 0 135,550
FARO TECHNOLOGIES INC. COM 311642102 61,638 1,822,000 SH   SOLE   1,527,322 0 294,678
FEDEX CORP COM 31428X106 2,416,685 15,922,289 SH   SOLE   1,899,382 0 14,022,907
FEI COMPANY COM 30241L109 51,138 478,462 SH   SOLE   200,900 0 277,562
FLEX PHARMA COM 33938A105 8,075 790,911 SH   SOLE   517,811 0 273,100
FLEXTRONICS INTL LTD COM Y2573F102 604,272 51,209,482 SH   SOLE   18,332,347 0 32,877,135
FLUIDIGM CORP. COM 34385P108 38,384 4,250,732 SH   SOLE   2,871,132 0 1,379,600
FORMFACTOR INC COM 346375108 77,161 8,583,018 SH   SOLE   2,154,818 0 6,428,200
FRANCESCA'S HOLDINGS COM 351793104 1,385 125,300 SH   SOLE   20,300 0 105,000
FRANK'S INTERNATIONAL COM N33462107 2,663 182,300 SH   SOLE   70,000 0 112,300
GARMIN LIMITED COM H2906T109 36,290 855,500 SH   SOLE   358,000 0 497,500
GILDAN ACTIVEWEAR COM 375916103 78,819 2,687,300 SH   SOLE   901,000 0 1,786,300
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 48,367 1,115,985 SH   SOLE   474,585 0 641,400
GREIF CL A COM 397624107 7,096 190,400 SH   SOLE   65,000 0 125,400
GREIF CL B COM 397624206 2,026 37,000 SH   SOLE   0 0 37,000
GUIDANCE SOFTWARE COM 401692108 28,363 4,582,115 SH   SOLE   3,000,915 0 1,581,200
HAWAIIAN HOLDINGS INC. COM 419879101 24,086 634,500 SH   SOLE   604,500 0 30,000
HERTZ GLOBAL HLDS COM 42806J106 55,785 5,039,300 SH   SOLE   893,300 0 4,146,000
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,019,660 55,810,605 SH   SOLE   13,589,596 0 42,221,009
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 23,578 1,046,500 SH   SOLE   0 0 1,046,500
HONEYWELL INTL. INC. COM 438516106 560,394 4,817,695 SH   SOLE   368,105 0 4,449,590
HP INC. COM 40434L105 787,064 62,714,230 SH   SOLE   15,309,771 0 47,404,459
HUBSPOT INC COM 443573100 22,361 515,000 SH   SOLE   500,000 0 15,000
IDEX CORP COM 45167R104 105,057 1,279,620 SH   SOLE   345,850 0 933,770
ILLUMINA INC COM 452327109 300,402 2,139,920 SH   SOLE   643,250 0 1,496,670
IMAX CORP. COM 45245E109 12,184 413,300 SH   SOLE   238,000 0 175,300
IMMUNOGEN COM 45253H101 31,150 10,113,629 SH   SOLE   8,151,650 0 1,961,979
INSULET CORP. COM 45784P101 156,930 5,189,472 SH   SOLE   4,791,177 0 398,295
INTEL CORP COM 458140100 1,050,853 32,038,210 SH   SOLE   5,613,517 0 26,424,693
INTUIT INC COM 461202103 764,289 6,847,850 SH   SOLE   789,600 0 6,058,250
JABIL CIRCUIT COM 466313103 78,595 4,255,300 SH   SOLE   2,158,675 0 2,096,625
JACOBS ENGR GROUP DEL COM 469814107 398,298 7,996,355 SH   SOLE   3,699,663 0 4,296,692
JET BLUE AIRWAYS COM 477143101 331,778 20,034,914 SH   SOLE   9,589,951 0 10,444,963
JOHNSON & JOHNSON COM 478160104 343,393 2,830,937 SH   SOLE   860,552 0 1,970,385
JPMORGAN CHASE & CO. COM 46625H100 1,337,135 21,518,107 SH   SOLE   6,285,483 0 15,232,624
KELLOGG CO. COM 487836108 5,715 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 199,987 6,874,777 SH   SOLE   4,112,627 0 2,762,150
KIRBY CORP. COM 497266106 44,658 715,795 SH   SOLE   393,429 0 322,366
KLA-TENCOR CORP. COM 482480100 967,799 13,212,268 SH   SOLE   2,970,960 0 10,241,308
L BRANDS INC. COM 501797104 1,086,731 16,188,451 SH   SOLE   3,754,967 0 12,433,484
LAS VEGAS SANDS CORP. COM 517834107 108,833 2,502,481 SH   SOLE   1,152,481 0 1,350,000
LILLY ELI & CO COM 532457108 4,523,923 57,446,639 SH   SOLE   11,110,052 0 46,336,587
LIONSGATE ENTERTAINMENT COM 535919203 70,502 3,485,000 SH   SOLE   3,325,000 0 160,000
LOWES COS INC COM 548661107 72,512 915,900 SH   SOLE   0 0 915,900
LYONDELLBASELL INDUSTRIES COM N53745100 6,274 84,300 SH   SOLE   25,000 0 59,300
MARKETAXESS HLDGS INC. COM 57060D108 145,897 1,003,420 SH   SOLE   912,220 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 20,403 307,000 SH   SOLE   0 0 307,000
MARRONE BIO INNOVATIONS COM 57165B106 2,508 3,058,700 SH   SOLE   2,424,800 0 633,900
MARSH & MCLENNAN COS. COM 571748102 991,638 14,484,926 SH   SOLE   1,875,692 0 12,609,234
MASTERCARD INC CL A COM 57636Q104 53,391 606,300 SH   SOLE   49,000 0 557,300
MATSON INC. COM 57686G105 7,419 229,761 SH   SOLE   199,761 0 30,000
MCDONALDS CORP. COM 580135101 25,596 212,700 SH   SOLE   10,000 0 202,700
MEDTRONIC PLC COM G5960L103 1,299,902 14,981,004 SH   SOLE   1,905,295 0 13,075,709
MERCK & COMPANY COM 58933Y105 170,969 2,967,700 SH   SOLE   2,569,800 0 397,900
MERCURY GENERAL CORP COM 589400100 14,970 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 812,192 59,025,600 SH   SOLE   14,095,200 0 44,930,400
MICROSOFT CORP. COM 594918104 2,994,296 58,516,633 SH   SOLE   7,872,696 0 50,643,937
MOBILEYE N.V. COM N51488117 8,169 177,050 SH   SOLE   31,019 0 146,031
MOMENTA PHARMACEUTICALS COM 60877T100 29,580 2,738,900 SH   SOLE   2,369,583 0 369,317
MONSANTO CO. COM 61166W101 1,175,799 11,370,263 SH   SOLE   1,384,189 0 9,986,074
NATIONAL OILWELL VARCO COM 637071101 44,027 1,308,395 SH   SOLE   300,550 0 1,007,845
NCI BUILDING SYSTEMS COM 628852204 9,754 610,000 SH   SOLE   545,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 284,637 20,002,586 SH   SOLE   17,700,686 0 2,301,900
NETAPP INC. COM 64110D104 1,053,300 42,834,501 SH   SOLE   13,040,026 0 29,794,475
NEUSTAR COM 64126X201 175,277 7,455,437 SH   SOLE   5,209,444 0 2,245,993
NEWELL BRANDS INC COM 651229106 37,790 778,060 SH   SOLE   60,000 0 718,060
NIMBLE STORAGE COM 65440R101 2,409 302,600 SH   SOLE   302,600 0 0
NN INC COM 629337106 15,249 1,090,000 SH   SOLE   825,000 0 265,000
NOBLE ENERGY INC. COM 655044105 82,458 2,298,800 SH   SOLE   0 0 2,298,800
NORFOLK SOUTHERN COM 655844108 35,317 414,862 SH   SOLE   275,000 0 139,862
NORTHERN TRUST CORPORATION COM 665859104 119,957 1,810,400 SH   SOLE   457,800 0 1,352,600
NORWEGIAN CRUISE LINES COM G66721104 164,005 4,116,600 SH   SOLE   2,443,600 0 1,673,000
NOVADAQ TECHNOLOGIES INC. COM 66987G102 53,339 5,420,582 SH   SOLE   5,420,582 0 0
NOVARTIS AG ADR COM 66987V109 1,718,808 20,831,508 SH   SOLE   2,273,958 0 18,557,550
NUANCE COMMUNICATIONS COM 67020Y100 202,195 12,936,324 SH   SOLE   7,163,985 0 5,772,339
NUVASIVE INC. COM 670704105 51,933 869,600 SH   SOLE   705,000 0 164,600
NVIDIA CORP. COM 67066G104 1,295,213 27,551,870 SH   SOLE   4,713,455 0 22,838,415
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 4,323 173,700 SH   SOLE   55,100 0 118,600
ONCOMED PHARMACEUTICALS COM 68234X102 2,656 215,800 SH   SOLE   164,100 0 51,700
ORACLE CORP. COM 68389X105 308,033 7,525,850 SH   SOLE   222,525 0 7,303,325
ORASURE TECHNOLOGIES COM 68554V108 11,766 1,990,900 SH   SOLE   1,863,900 0 127,000
OSI SYSTEMS COM 671044105 18,427 317,000 SH   SOLE   303,000 0 14,000
PAYPAL HOLDINGS INC COM 70450Y103 242,025 6,629,000 SH   SOLE   2,326,800 0 4,302,200
PENNEY J C INC COM 708160106 7,546 849,800 SH   SOLE   0 0 849,800
PENTAIR PLC COM G7S00T104 106,368 1,824,800 SH   SOLE   194,500 0 1,630,300
PENUMBRA COM 70975L107 5,034 84,600 SH   SOLE   23,300 0 61,300
PEPSICO INC COM 713448108 47,673 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 180,855 3,450,105 SH   SOLE   1,841,055 0 1,609,050
PETRO BRASIL ADR Pref A COM 71654V101 4,038 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 3,079 430,000 SH   SOLE   0 0 430,000
PFENEX INC COM 717071104 20,351 2,431,388 SH   SOLE   2,329,000 0 102,388
PLANTRONICS INC NEW COM 727493108 216,619 4,923,150 SH   SOLE   0 0 4,923,150
POST HOLDINGS COM 737446104 992 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 102,181 6,291,959 SH   SOLE   309,700 0 5,982,259
PRAXAIR INC. COM 74005P104 191,554 1,704,370 SH   SOLE   271,570 0 1,432,800
PROGRESSIVE CORP. COM 743315103 393,232 11,738,275 SH   SOLE   2,500,950 0 9,237,325
PUBLIC SVC ENTERPRISE GRP COM 744573106 17,357 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 438,999 20,128,325 SH   SOLE   9,676,770 0 10,451,555
QUALCOMM INCORP. COM 747525103 927,839 17,320,124 SH   SOLE   3,586,165 0 13,733,959
RAMBUS INC DEL COM COM 750917106 110,906 9,180,972 SH   SOLE   783,213 0 8,397,759
RANGE RESOURCES COM 75281A109 6,040 140,000 SH   SOLE   137,000 0 3,000
REPUBLIC SVCS INC COM 760759100 20,161 392,935 SH   SOLE   107,000 0 285,935
REX ENERGY CORP COM 761565100 2,408 3,645,000 SH   SOLE   2,700,000 0 945,000
RITCHIE BROS AUCTION COM 767744105 238,767 7,068,305 SH   SOLE   2,725,920 0 4,342,385
ROCHE HOLDING AG-CHF COM 007110388 2,653,348 10,108,831 SH   SOLE   1,569,060 0 8,539,771
ROCKWELL AUTOMATION COM 773903109 120,771 1,051,830 SH   SOLE   68,010 0 983,820
ROSS STORES INC COM 778296103 867,159 15,296,500 SH   SOLE   2,653,200 0 12,643,300
ROYAL CARIBBEAN COM V7780T103 518,532 7,721,989 SH   SOLE   3,680,172 0 4,041,817
SAFRAN COM 00B058TZ6 106,844 1,579,900 SH   SOLE   157,600 0 1,422,300
SALESFORCE.COM COM 79466L302 26,432 332,860 SH   SOLE   0 0 332,860
SANOFI COM 80105N105 92,828 2,218,107 SH   SOLE   344,000 0 1,874,107
SCHLUMBERGER LTD COM 806857108 371,605 4,699,108 SH   SOLE   697,342 0 4,001,766
SCHWAB CHARLES CORP COM 808513105 1,385,912 54,757,503 SH   SOLE   11,188,046 0 43,569,457
SCHWEITZER-MAUDUIT COM 808541106 9,684 274,490 SH   SOLE   274,490 0 0
SEATTLE GENETICS COM 812578102 546,130 13,514,712 SH   SOLE   9,968,362 0 3,546,350
SENSIENT TECHNOLOGY COM 81725T100 2,131 30,000 SH   SOLE   20,000 0 10,000
SERVICESOURCE COM 81763U100 51,980 12,898,236 SH   SOLE   8,546,150 0 4,352,086
SHUTTERFLY COM 82568P304 256,687 5,507,132 SH   SOLE   4,701,427 0 805,705
SMART TECHNOLOGIES INC A COM 83172R207 1,759 396,130 SH   SOLE   20,000 0 376,130
SONY CORP ADR NEW COM 835699307 1,339,224 45,629,450 SH   SOLE   18,595,000 0 27,034,450
SOUTHWEST AIRLS CO COM 844741108 2,876,598 73,363,893 SH   SOLE   11,943,706 0 61,420,187
SOUTHWESTERN ENERGY CO COM 845467109 71,108 5,652,475 SH   SOLE   1,786,575 0 3,865,900
SPIRIT AIRLINES COM 848577102 43,013 958,624 SH   SOLE   477,500 0 481,124
SPRINT CORP. COM 85207U105 165,625 36,561,800 SH   SOLE   23,740,800 0 12,821,000
STRATASYS LTD COM M85548101 91,441 3,994,800 SH   SOLE   3,644,800 0 350,000
STRYKER CORP. COM 863667101 35,410 295,500 SH   SOLE   0 0 295,500
TASER INTERNATIONAL INC COM 87651B104 5,656 227,319 SH   SOLE   152,319 0 75,000
TERADYNE COM 880770102 46,041 2,338,281 SH   SOLE   770,756 0 1,567,525
TERRAVIA HLDGS INC COM 88105A106 30,686 11,712,184 SH   SOLE   9,451,463 0 2,260,721
TESLA MOTORS COM 88160R101 229,924 1,083,115 SH   SOLE   319,615 0 763,500
TEXAS INSTRS. INC. COM 882508104 3,288,391 52,488,278 SH   SOLE   6,462,895 0 46,025,383
TEXTRON INC. COM 883203101 24,130 660,000 SH   SOLE   0 0 660,000
THE CME GROUP COM 12572Q105 188,977 1,940,213 SH   SOLE   742,463 0 1,197,750
THE RUBICON PROJECT COM 78112V102 59,484 4,357,800 SH   SOLE   4,043,600 0 314,200
THERMO FISHER SCIENTIFIC INC COM 883556102 792,348 5,362,400 SH   SOLE   1,085,800 0 4,276,600
TJX COS INC NEW COM 872540109 962,340 12,460,696 SH   SOLE   592,600 0 11,868,096
TRANSDIGM GROUP COM 893641100 4,140 15,700 SH   SOLE   400 0 15,300
TRANSOCEAN LTD COM H8817H100 195,765 16,464,636 SH   SOLE   4,018,232 0 12,446,404
TRAVELERS COMPANIES INC. COM 89417E109 28,212 237,000 SH   SOLE   0 0 237,000
TRIBUNE MEDIA COMPANY COM 896047503 273,319 6,975,970 SH   SOLE   4,235,370 0 2,740,600
TRIMBLE NAVIGATION COM 896239100 315,560 12,954,008 SH   SOLE   4,254,988 0 8,699,020
TRONC INC COM 89703P107 49,049 3,554,293 SH   SOLE   3,249,968 0 304,325
TUESDAY MORNING CORP. COM 899035505 31,045 4,422,400 SH   SOLE   3,073,000 0 1,349,400
TWILIO COM 90138f102 2,964 81,200 SH   SOLE   27,200 0 54,000
TWITTER INC. COM 90184L102 3,627 214,480 SH   SOLE   12,200 0 202,280
TYCO INTL LTD COM G91442106 21,300 500,000 SH   SOLE   100,000 0 400,000
TYSON FOODS COM 902494103 87,234 1,306,100 SH   SOLE   370,000 0 936,100
UNION PACIFIC CORP. COM 907818108 408,227 4,678,825 SH   SOLE   28,425 0 4,650,400
UNITED CONTL HLDGS INC COM 910047109 803,855 19,587,105 SH   SOLE   6,390,849 0 13,196,256
UNITED PARCEL SVC INC. COM 911312106 420,863 3,907,013 SH   SOLE   494,987 0 3,412,026
UNITED TECHNOLOGIES CORP. COM 913017109 139,304 1,358,400 SH   SOLE   56,000 0 1,302,400
UNIVERSAL DISPLAY CORP COM 91347P105 77,439 1,142,175 SH   SOLE   737,700 0 404,475
US BANCORP DEL COM 902973304 200,968 4,983,100 SH   SOLE   250,150 0 4,732,950
V F CORP COM 918204108 78,252 1,272,600 SH   SOLE   165,000 0 1,107,600
VISA COM 92826C839 510,434 6,881,950 SH   SOLE   2,269,606 0 4,612,344
VMWARE COM 928563402 107,853 1,884,887 SH   SOLE   961,487 0 923,400
WATERS CORP COM 941848103 88,422 628,667 SH   SOLE   177,820 0 450,847
WELLS FARGO & CO. COM 949746101 871,779 18,419,166 SH   SOLE   4,107,281 0 14,311,885
WESTERN DIGITAL CORP COM 958102105 61,099 1,292,824 SH   SOLE   359,445 0 933,379
WHIRLPOOL CP COM 963320106 14,431 86,600 SH   SOLE   0 0 86,600
WORKDAY COM 98138H101 747 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 98,613 5,192,895 SH   SOLE   3,998,800 0 1,194,095
XENOPORT COM 98411C100 521 74,000 SH   SOLE   74,000 0 0
YAHOO! INC. COM 984332106 236,642 6,300,380 SH   SOLE   3,154,880 0 3,145,500
ZIMMER BIOMET HOLDINGS INC. COM 98956P102 56,001 465,200 SH   SOLE   53,200 0 412,000