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
AARON'S INC COM 002535300 2,335 73,000 SH   SOLE   29,000 0 44,000
ABAXIS COM 002567105 120,801 2,289,200 SH   SOLE   2,115,300 0 173,900
ABBOTT LABORATORIES COM 002824100 570,758 14,859,619 SH   SOLE   4,864,526 0 9,995,093
ABBVIE INC. COM 00287Y109 56,474 901,845 SH   SOLE   323,245 0 578,600
ABIOMED INC. COM 003654100 526,963 4,676,630 SH   SOLE   3,983,073 0 693,557
ACCURAY INC. COM 004397105 25,361 5,513,300 SH   SOLE   4,602,800 0 910,500
ACTIVISION BLIZZARD COM 00507V109 340,407 9,426,950 SH   SOLE   1,910,100 0 7,516,850
ADIENT PLC COM G0084W101 6,673 113,870 SH   SOLE   13,000 0 100,870
ADOBE SYS INC COM 00724F101 2,864,040 27,819,717 SH   SOLE   4,737,613 0 23,082,104
ADVANSIX INC COM 00773T101 2,162 97,667 SH   SOLE   2,335 0 95,332
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,234 425,600 SH   SOLE   387,300 0 38,300
AECOM COM 00766T100 269,938 7,424,025 SH   SOLE   3,991,175 0 3,432,850
AGILENT TECHNOLOGIES COM 00846U101 212,074 4,654,830 SH   SOLE   2,443,710 0 2,211,120
AIR CANADA CL A COM 008911877 1,528 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 1,281,507 19,394,348 SH   SOLE   2,773,600 0 16,620,748
ALASKA AIRGROUP INC. COM 011659109 566,710 6,386,900 SH   SOLE   980,600 0 5,406,300
ALIBABA GROUP HOLDING COM 01609W102 1,366,025 15,556,605 SH   SOLE   3,472,500 0 12,084,105
ALKERMES COM G01767105 354,393 6,376,270 SH   SOLE   4,894,801 0 1,481,469
ALLEGIANT TRAVEL CO COM 01748X102 6,906 41,500 SH   SOLE   22,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 1,928,968 2,434,183 SH   SOLE   429,267 0 2,004,916
ALPHABET INC CLASS C COM 02079k107 1,872,869 2,426,562 SH   SOLE   407,487 0 2,019,075
AMAZON.COM INC COM 023135106 232,188 309,638 SH   SOLE   4,300 0 305,338
AMERICAN AIRLINES GROUP COM 02376R102 2,111,405 45,221,791 SH   SOLE   17,302,716 0 27,919,075
AMERICAN EXPRESS CO. COM 025816109 42,566 574,600 SH   SOLE   84,300 0 490,300
AMGEN INC. COM 031162100 3,655,161 24,999,391 SH   SOLE   4,033,509 0 20,965,882
ANALOG DEVICES COM 032654105 309,058 4,255,830 SH   SOLE   1,104,250 0 3,151,580
APPLE INC COM 037833100 118,333 1,021,700 SH   SOLE   0 0 1,021,700
APPLIED MATERIALS COM 038222105 190,992 5,918,555 SH   SOLE   2,478,200 0 3,440,355
ARBUTUS BIOPHARMA CORP COM 03879J100 9,641 3,935,000 SH   SOLE   3,935,000 0 0
ARISTA NETWORKS COM 040413106 329 3,400 SH   SOLE   0 0 3,400
ARMSTRONG WORLD INDS INC COM 04247X102 1,881 45,000 SH   SOLE   0 0 45,000
ASCENA RETAIL GROUP COM 04351G101 61,183 9,884,100 SH   SOLE   8,528,600 0 1,355,500
ASML HOLDING NV COM N07059210 209,254 1,865,013 SH   SOLE   464,824 0 1,400,189
ASTRAZENECA COM 046353108 709,781 25,980,275 SH   SOLE   5,616,250 0 20,364,025
AT&T INC. COM 00206R102 646,204 15,194,065 SH   SOLE   998,212 0 14,195,853
AUTOZONE INC. COM 053332102 18,777 23,775 SH   SOLE   0 0 23,775
AVIS BUDGET GROUP COM 053774105 18,710 510,100 SH   SOLE   430,100 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 50,611 3,478,393 SH   SOLE   2,896,793 0 581,600
AXOVANT SCIENCES COM G0750W104 8,936 719,502 SH   SOLE   412,800 0 306,702
BARRACUDA NETWORKS INC COM 068323104 17,680 825,000 SH   SOLE   725,000 0 100,000
BED BATH & BEYOND INC. COM 075896100 164,485 4,047,356 SH   SOLE   533,173 0 3,514,183
BIOGEN INC. COM 09062X103 4,419,420 15,584,387 SH   SOLE   2,054,072 0 13,530,315
BIOMARIN PHARMA COM 09061G101 653,272 7,885,948 SH   SOLE   2,422,555 0 5,463,393
BLACKBERRY LTD COM 09228F103 526,806 76,459,507 SH   SOLE   45,263,250 0 31,196,257
BLUE BUFFALO COM 09531U102 15,073 627,000 SH   SOLE   271,300 0 355,700
BOEING CO. COM 097023105 164,713 1,058,025 SH   SOLE   84,325 0 973,700
BOOT BARN HOLDINGS COM 099406100 22,160 1,770,000 SH   SOLE   1,770,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 906,739 41,920,457 SH   SOLE   3,286,828 0 38,633,629
BROCADE COMM SYS COM 111621306 4,181 334,747 SH   SOLE   334,747 0 0
CABOT CORP COM 127055101 6,317 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 42,609 1,824,000 SH   SOLE   525,000 0 1,299,000
CARMAX INC. COM 143130102 1,191,282 18,501,035 SH   SOLE   8,402,585 0 10,098,450
CARNIVAL CORP COM 143658300 1,130,534 21,715,980 SH   SOLE   6,831,637 0 14,884,343
CARTER'S COM 146229109 4,170 48,270 SH   SOLE   0 0 48,270
CATERPILLAR INC DEL COM 149123101 576,021 6,211,141 SH   SOLE   1,057,900 0 5,153,241
CBS CORPORATION COM 124857202 17,177 270,000 SH   SOLE   0 0 270,000
CELANESE CORP COM 150870103 20,480 260,100 SH   SOLE   50,000 0 210,100
CERNER CORP COM 156782104 947 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 33,930 7,800,000 SH   SOLE   7,800,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 14,388 196,400 SH   SOLE   0 0 196,400
CHARLES RIVER LAB COM 159864107 66,666 875,000 SH   SOLE   372,000 0 503,000
CHARTER COMMUNICATIONS COM 16119P108 46,902 162,900 SH   SOLE   0 0 162,900
CHEGG INC COM 163092109 82,896 11,232,528 SH   SOLE   8,622,900 0 2,609,628
CHUBB LIMITED COM H1467J104 7,982 60,411 SH   SOLE   0 0 60,411
CIENA CORP COM 171779309 12,631 517,470 SH   SOLE   12,256 0 505,214
CIRCOR CORP COM 17273K109 23,941 369,000 SH   SOLE   336,000 0 33,000
CISCO SYSTEMS INC COM 17275R102 814,572 26,954,740 SH   SOLE   7,200,875 0 19,753,865
CNA FINL CORP COM 126117100 20,904 503,700 SH   SOLE   311,200 0 192,500
COMCAST CORP CABLE COM 20030N101 79,048 1,144,800 SH   SOLE   221,000 0 923,800
COMERICA COM 200340107 3,644 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 177,743 5,628,332 SH   SOLE   4,723,160 0 905,172
CONSTELLIUM N.V. COM N22035104 9,159 1,552,400 SH   SOLE   793,600 0 758,800
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,835 122,000 SH   SOLE   21,000 0 101,000
CORNING INC COM 219350105 455,485 18,767,400 SH   SOLE   2,481,250 0 16,286,150
COVANTA HOLDINGS CORP COM 22282E102 2,652 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 4,306 208,000 SH   SOLE   163,000 0 45,000
CREE INC. COM 225447101 233,637 8,853,241 SH   SOLE   3,953,881 0 4,899,360
CROWN HOLDINGS INC. COM 228368106 5,362 102,000 SH   SOLE   2,000 0 100,000
CSX CORP. COM 126408103 178,127 4,957,600 SH   SOLE   797,975 0 4,159,625
CURTISS WRIGHT COM 231561101 119,301 1,212,900 SH   SOLE   665,400 0 547,500
CVS HEALTH CORP COM 126650100 269,012 3,409,100 SH   SOLE   611,770 0 2,797,330
DEERE & CO COM 244199105 553,090 5,367,719 SH   SOLE   1,447,919 0 3,919,800
DELL TECHNOLOGIES INC COM 24703L103 218,203 3,969,498 SH   SOLE   873,592 0 3,095,906
DELTA AIR LINES DEL COM 247361702 1,022,330 20,783,280 SH   SOLE   6,474,940 0 14,308,340
DESCARTES SYS GRP INC COM 249906108 104,515 4,883,890 SH   SOLE   196,790 0 4,687,100
DEXTERA SURGICAL INC COM 252366109 576 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA CL A COM 00BRF12N3 7,362 1,400,400 SH   SOLE   1,400,400 0 0
DHX MEDIA CL B COM 00BRF12P5 7,979 1,520,000 SH   SOLE   1,420,000 0 100,000
DIEBOLD COM 253651103 19,365 770,000 SH   SOLE   675,000 0 95,000
DIGIMARC COM 25381B101 10,590 353,000 SH   SOLE   333,000 0 20,000
DISCOVER FIN SVCS COM 254709108 403,214 5,593,200 SH   SOLE   2,606,900 0 2,986,300
DISNEY WALT CO. COM 254687106 593,543 5,695,099 SH   SOLE   595,550 0 5,099,549
DOW CHEMICAL CO. COM 260543103 110,017 1,922,700 SH   SOLE   780,475 0 1,142,225
DU PONT E.I. DE NEMOURS COM 263534109 34,975 476,500 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 421,490 12,164,200 SH   SOLE   7,462,700 0 4,701,500
EBAY INC. COM 278642103 267,664 9,015,300 SH   SOLE   4,213,300 0 4,802,000
EDWARDS LIFE COM 28176E108 52,472 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 109,406 1,389,100 SH   SOLE   498,900 0 890,200
ELLIE MAE COM 28849P100 283,838 3,391,950 SH   SOLE   3,152,900 0 239,050
ENTEGRIS INC COM 29362U104 91,040 5,086,052 SH   SOLE   424,518 0 4,661,534
EOG RESOURCES INC. COM 26875P101 221,872 2,194,575 SH   SOLE   167,550 0 2,027,025
EPIZYME COM 29428V104 79,174 6,543,327 SH   SOLE   6,004,127 0 539,200
ERICSSON COM 294821608 464,134 79,611,304 SH   SOLE   23,691,500 0 55,919,804
ESTERLINE TECHNOLOGIES COM 297425100 10,109 113,331 SH   SOLE   47,700 0 65,631
EXACT SCIENCES CORP COM 30063p105 60,004 4,491,300 SH   SOLE   3,775,000 0 716,300
EXPEDITORS INTL OF WASH COM 302130109 28,037 529,400 SH   SOLE   0 0 529,400
EXXON MOBIL CORP. COM 30231G102 9,586 106,200 SH   SOLE   95,000 0 11,200
FARO TECHNOLOGIES INC. COM 311642102 65,628 1,823,000 SH   SOLE   1,530,322 0 292,678
FEDEX CORP COM 31428X106 2,942,904 15,805,070 SH   SOLE   2,058,073 0 13,746,997
FLEX PHARMA COM 33938A105 5,716 1,082,600 SH   SOLE   754,300 0 328,300
FLEXTRONICS LTD COM Y2573F102 741,963 51,632,805 SH   SOLE   19,653,626 0 31,979,179
FLUIDIGM CORP. COM 34385P108 31,271 4,295,532 SH   SOLE   2,892,532 0 1,403,000
FORMFACTOR INC COM 346375108 78,332 6,993,918 SH   SOLE   1,798,318 0 5,195,600
FRANCESCA'S HOLDINGS COM 351793104 2,259 125,300 SH   SOLE   20,300 0 105,000
FRANK'S INTERNATIONAL COM N33462107 872 70,800 SH   SOLE   70,000 0 800
GARMIN LIMITED COM H2906T109 6,241 128,700 SH   SOLE   108,000 0 20,700
GENERAL DYNAMICS CORP COM 369550108 41,093 238,000 SH   SOLE   0 0 238,000
GILDAN ACTIVEWEAR COM 375916103 61,695 2,431,800 SH   SOLE   871,800 0 1,560,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 42,129 1,093,985 SH   SOLE   477,585 0 616,400
GREIF CL A COM 397624107 8,723 170,000 SH   SOLE   65,000 0 105,000
GREIF CL B COM 397624206 2,499 37,000 SH   SOLE   0 0 37,000
GUIDANCE SOFTWARE COM 401692108 33,004 4,661,615 SH   SOLE   3,080,415 0 1,581,200
HAWAIIAN HOLDINGS INC. COM 419879101 36,554 641,300 SH   SOLE   641,300 0 0
HERC HOLDINGS INC COM 42704L104 14,859 369,992 SH   SOLE   112,786 0 257,206
HERTZ GLOBAL HLDS COM 42806J106 23,923 1,109,580 SH   SOLE   228,260 0 881,320
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,295,913 56,003,148 SH   SOLE   14,749,014 0 41,254,134
HILTON WORLDWIDE HOLDINGS COM 43300A203 41,708 1,533,400 SH   SOLE   200,000 0 1,333,400
HONEYWELL INTL. INC. COM 438516106 495,936 4,280,845 SH   SOLE   364,205 0 3,916,640
HP INC. COM 40434L105 915,451 61,688,098 SH   SOLE   16,023,764 0 45,664,334
HUBSPOT INC COM 443573100 25,244 537,100 SH   SOLE   507,800 0 29,300
IDEX CORP COM 45167R104 107,731 1,196,210 SH   SOLE   333,890 0 862,320
ILLUMINA INC COM 452327109 266,289 2,079,730 SH   SOLE   636,740 0 1,442,990
IMAX CORP. COM 45245E109 56,291 1,792,713 SH   SOLE   1,617,213 0 175,500
IMMUNOGEN COM 45253H101 10,308 5,052,943 SH   SOLE   3,495,443 0 1,557,500
INSULET CORP. COM 45784P101 195,155 5,179,272 SH   SOLE   4,787,377 0 391,895
INTEL CORP COM 458140100 1,152,863 31,785,569 SH   SOLE   5,991,117 0 25,794,452
INTUIT INC COM 461202103 755,260 6,589,825 SH   SOLE   862,450 0 5,727,375
IROBOT CORP COM 462726100 7,014 120,000 SH   SOLE   105,000 0 15,000
JABIL CIRCUIT COM 466313103 95,125 4,018,800 SH   SOLE   2,175,000 0 1,843,800
JACOBS ENGR GROUP DEL COM 469814107 436,577 7,659,247 SH   SOLE   3,663,513 0 3,995,734
JET BLUE AIRWAYS COM 477143101 446,906 19,933,364 SH   SOLE   9,794,601 0 10,138,763
JOHNSON & JOHNSON COM 478160104 250,132 2,171,097 SH   SOLE   549,377 0 1,621,720
JOHNSON CONTROLS INC. COM G51502105 48,139 1,168,700 SH   SOLE   145,000 0 1,023,700
JPMORGAN CHASE & CO. COM 46625H100 2,032,197 23,550,782 SH   SOLE   6,682,257 0 16,868,525
KELLOGG CO. COM 487836108 5,160 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 205,006 5,605,844 SH   SOLE   3,028,094 0 2,577,750
KIRBY CORP. COM 497266106 40,359 606,895 SH   SOLE   372,179 0 234,716
KLA-TENCOR CORP. COM 482480100 1,102,204 14,008,696 SH   SOLE   3,453,900 0 10,554,796
L BRANDS INC. COM 501797104 1,066,432 16,197,331 SH   SOLE   4,148,397 0 12,048,934
LAS VEGAS SANDS CORP. COM 517834107 133,658 2,502,481 SH   SOLE   1,161,381 0 1,341,100
LILLY ELI & CO COM 532457108 4,229,206 57,501,098 SH   SOLE   12,675,302 0 44,825,796
LIONS GATE ENT CL-A COM 535919401 52,253 1,942,500 SH   SOLE   1,862,500 0 80,000
LIONS GATE ENT CL-B COM 535919500 47,669 1,942,500 SH   SOLE   1,862,500 0 80,000
LOWES COS INC COM 548661107 66,092 929,300 SH   SOLE   0 0 929,300
LYONDELLBASELL INDUSTRIES COM N53745100 6,425 74,900 SH   SOLE   25,000 0 49,900
MARKETAXESS HLDGS INC. COM 57060D108 141,002 959,720 SH   SOLE   868,520 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 31,997 387,000 SH   SOLE   6,700 0 380,300
MARRONE BIO INNOVATIONS COM 57165B106 6,084 2,843,200 SH   SOLE   2,347,600 0 495,600
MARSH & MCLENNAN COS. COM 571748102 748,928 11,080,456 SH   SOLE   1,862,609 0 9,217,847
MASTERCARD INC CL A COM 57636Q104 13,402 129,800 SH   SOLE   0 0 129,800
MATSON INC. COM 57686G105 7,070 199,761 SH   SOLE   199,761 0 0
MAXILINEAR INC COM 57776J100 6,294 288,700 SH   SOLE   225,000 0 63,700
MCDONALDS CORP. COM 580135101 1,217 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 909,459 12,767,922 SH   SOLE   1,960,425 0 10,807,497
MERCK & COMPANY COM 58933Y105 174,202 2,959,100 SH   SOLE   2,564,300 0 394,800
MERCURY GENERAL CORP COM 589400100 16,955 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 20,285 703,600 SH   SOLE   273,600 0 430,000
MICRON TECHNOLOGY INC COM 595112103 1,361,716 62,122,100 SH   SOLE   16,188,900 0 45,933,200
MICROSOFT CORP. COM 594918104 3,329,232 53,576,304 SH   SOLE   8,462,776 0 45,113,528
MINDBODY INC COM 60255W105 12,756 598,877 SH   SOLE   528,377 0 70,500
MOBILEYE N.V. COM N51488117 4,476 117,431 SH   SOLE   0 0 117,431
MOMENTA PHARMACEUTICALS COM 60877T100 41,235 2,739,900 SH   SOLE   2,370,583 0 369,317
MONSANTO CO. COM 61166W101 1,173,379 11,152,737 SH   SOLE   1,496,593 0 9,656,144
NATIONAL OILWELL VARCO COM 637071101 37,777 1,008,995 SH   SOLE   289,650 0 719,345
NCI BUILDING SYSTEMS COM 628852204 10,485 670,000 SH   SOLE   605,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 263,022 21,436,186 SH   SOLE   18,882,486 0 2,553,700
NETAPP INC. COM 64110D104 1,470,127 41,682,076 SH   SOLE   13,195,501 0 28,486,575
NEUSTAR COM 64126X201 243,912 7,302,746 SH   SOLE   5,184,679 0 2,118,067
NEWELL BRANDS INC COM 651229106 42,050 941,760 SH   SOLE   0 0 941,760
NIMBLE STORAGE COM 65440R101 3,409 430,400 SH   SOLE   430,400 0 0
NN INC COM 629337106 29,880 1,568,500 SH   SOLE   1,230,000 0 338,500
NOBLE ENERGY INC. COM 655044105 86,118 2,262,700 SH   SOLE   19,900 0 2,242,800
NORFOLK SOUTHERN COM 655844108 29,719 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 174,663 1,961,400 SH   SOLE   469,800 0 1,491,600
NORWEGIAN CRUISE LINES COM G66721104 213,899 5,029,375 SH   SOLE   2,958,075 0 2,071,300
NOVADAQ TECHNOLOGIES COM 66987G102 40,012 5,643,449 SH   SOLE   5,643,449 0 0
NOVARTIS AG ADR COM 66987V109 1,547,619 21,246,828 SH   SOLE   2,695,658 0 18,551,170
NUANCE COMMUNICATIONS COM 67020Y100 176,272 11,830,349 SH   SOLE   7,015,160 0 4,815,189
NUVASIVE INC. COM 670704105 57,519 853,900 SH   SOLE   690,000 0 163,900
NVIDIA CORP. COM 67066G104 2,398,040 22,466,180 SH   SOLE   3,814,755 0 18,651,425
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 677 23,800 SH   SOLE   23,800 0 0
ONCOMED PHARMACEUTICALS COM 68234X102 13,883 1,800,700 SH   SOLE   1,754,800 0 45,900
ORACLE CORP. COM 68389X105 272,930 7,098,300 SH   SOLE   316,575 0 6,781,725
ORASURE TECHNOLOGIES COM 68554V108 11,080 1,262,000 SH   SOLE   1,138,000 0 124,000
OSI SYSTEMS COM 671044105 27,578 362,300 SH   SOLE   335,100 0 27,200
PAYPAL HOLDINGS INC COM 70450Y103 189,997 4,813,700 SH   SOLE   1,957,500 0 2,856,200
PENNEY J C INC COM 708160106 6,473 778,900 SH   SOLE   0 0 778,900
PENTAIR PLC COM G7S00T104 97,253 1,734,500 SH   SOLE   144,200 0 1,590,300
PENUMBRA COM 70975L107 4,211 66,000 SH   SOLE   11,600 0 54,400
PEPSICO INC COM 713448108 47,083 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 182,845 3,506,130 SH   SOLE   1,919,683 0 1,586,447
PFENEX INC COM 717071104 21,479 2,368,100 SH   SOLE   2,297,100 0 71,000
PLANTRONICS INC NEW COM 727493108 269,592 4,923,150 SH   SOLE   82,500 0 4,840,650
POST HOLDINGS COM 737446104 884 11,000 SH   SOLE   11,000 0 0
POTASH CORP SASK INC COM 73755L107 13,472 744,700 SH   SOLE   0 0 744,700
PRAXAIR INC. COM 74005P104 181,582 1,549,470 SH   SOLE   274,470 0 1,275,000
PROGRESSIVE CORP. COM 743315103 341,844 9,629,400 SH   SOLE   2,286,050 0 7,343,350
PUBLIC SVC ENTERPRISE GRP COM 744573106 16,340 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 536,388 19,143,036 SH   SOLE   9,238,709 0 9,904,327
QUALCOMM INCORP. COM 747525103 1,050,287 16,108,699 SH   SOLE   3,741,810 0 12,366,889
RAMBUS INC DEL COM COM 750917106 119,913 8,708,272 SH   SOLE   819,744 0 7,888,528
RANGE RESOURCES COM 75281A109 4,570 133,000 SH   SOLE   133,000 0 0
REPUBLIC SVCS INC COM 760759100 22,394 392,535 SH   SOLE   107,000 0 285,535
REX ENERGY CORP COM 761565100 1,543 3,275,000 SH   SOLE   2,550,000 0 725,000
RITCHIE BROS AUCTION COM 767744105 202,955 5,969,261 SH   SOLE   2,605,186 0 3,364,075
ROCHE HOLDING AG-CHF COM 007110388 2,271,813 9,954,565 SH   SOLE   1,670,948 0 8,283,617
ROCKWELL AUTOMATION COM 773903109 126,956 944,610 SH   SOLE   71,190 0 873,420
ROSS STORES INC COM 778296103 970,388 14,792,500 SH   SOLE   2,778,400 0 12,014,100
ROYAL CARIBBEAN COM V7780T103 894,688 10,905,505 SH   SOLE   4,370,872 0 6,534,633
SAFRAN COM 00B058TZ6 133,369 1,853,800 SH   SOLE   193,100 0 1,660,700
SALESFORCE.COM COM 79466L302 50,257 734,110 SH   SOLE   0 0 734,110
SANOFI COM 80105N105 82,385 2,037,207 SH   SOLE   364,000 0 1,673,207
SCHLUMBERGER LTD COM 806857108 325,074 3,872,232 SH   SOLE   688,576 0 3,183,656
SCHWAB CHARLES CORP COM 808513105 1,785,623 45,240,000 SH   SOLE   10,947,421 0 34,292,579
SCHWEITZER-MAUDUIT COM 808541106 8,195 180,000 SH   SOLE   180,000 0 0
SEATTLE GENETICS COM 812578102 698,156 13,230,162 SH   SOLE   9,786,687 0 3,443,475
SERVICESOURCE COM 81763U100 73,262 12,898,236 SH   SOLE   8,546,150 0 4,352,086
SHUTTERFLY COM 82568P304 267,443 5,329,682 SH   SOLE   4,560,527 0 769,155
SIEMENS COM 005727973 71,724 584,000 SH   SOLE   85,000 0 499,000
SIGNET JEWELERS COM G81276100 12,885 136,700 SH   SOLE   0 0 136,700
SKECHERS USA INC COM 830566105 1,794 73,000 SH   SOLE   65,000 0 8,000
SONY CORP ADR NEW COM 835699307 1,241,254 44,283,050 SH   SOLE   18,737,800 0 25,545,250
SOUTHWEST AIRLS CO COM 844741108 3,611,801 72,467,912 SH   SOLE   12,891,856 0 59,576,056
SOUTHWESTERN ENERGY CO COM 845467109 77,416 7,154,875 SH   SOLE   3,174,800 0 3,980,075
SPIRIT AIRLINES COM 848577102 53,047 916,824 SH   SOLE   460,700 0 456,124
SPLUNK COM 848637104 3,054 59,700 SH   SOLE   0 0 59,700
SPRINT CORP. COM 85207U105 306,836 36,441,300 SH   SOLE   23,873,300 0 12,568,000
STRATASYS LTD COM M85548101 82,865 5,010,000 SH   SOLE   4,660,000 0 350,000
STRYKER CORP. COM 863667101 27,365 228,400 SH   SOLE   2,000 0 226,400
TASER INTERNATIONAL INC COM 87651B104 8,969 370,000 SH   SOLE   260,000 0 110,000
TEMPUR SEALY COM 88023U101 7,238 106,000 SH   SOLE   100,000 0 6,000
TERADYNE COM 880770102 64,953 2,557,200 SH   SOLE   861,375 0 1,695,825
TERRAVIA HLDGS INC COM 88105A106 14,500 12,608,921 SH   SOLE   10,410,300 0 2,198,621
TESLA MOTORS COM 88160R101 249,609 1,168,090 SH   SOLE   366,515 0 801,575
TEXAS INSTRS. INC. COM 882508104 3,346,194 45,857,124 SH   SOLE   6,586,743 0 39,270,381
TEXTRON INC. COM 883203101 61,040 1,257,000 SH   SOLE   16,200 0 1,240,800
THE CME GROUP COM 12572Q105 223,907 1,941,113 SH   SOLE   761,263 0 1,179,850
THE RUBICON PROJECT COM 78112V102 21,632 2,915,328 SH   SOLE   2,601,128 0 314,200
THERMO FISHER SCIENTIFIC COM 883556102 748,497 5,304,730 SH   SOLE   1,165,620 0 4,139,110
TJX COS INC NEW COM 872540109 921,755 12,268,796 SH   SOLE   693,000 0 11,575,796
TRANSDIGM GROUP COM 893641100 27,435 110,200 SH   SOLE   900 0 109,300
TRANSOCEAN LTD COM H8817H100 217,014 14,722,807 SH   SOLE   4,112,232 0 10,610,575
TRAVELERS COMPANIES INC. COM 89417E109 42,492 347,100 SH   SOLE   0 0 347,100
TRIBUNE MEDIA COMPANY COM 896047503 208,875 5,971,270 SH   SOLE   3,539,520 0 2,431,750
TRIMBLE INC COM 896239100 365,614 12,126,512 SH   SOLE   3,716,898 0 8,409,614
TRONC INC COM 89703P107 49,127 3,541,993 SH   SOLE   3,242,393 0 299,600
TUESDAY MORNING CORP. COM 899035505 15,190 2,812,900 SH   SOLE   1,611,000 0 1,201,900
TYSON FOODS COM 902494103 32,141 521,100 SH   SOLE   370,000 0 151,100
UNION PACIFIC CORP. COM 907818108 347,196 3,348,725 SH   SOLE   55,850 0 3,292,875
UNITED CONTL HLDGS INC COM 910047109 1,437,722 19,727,254 SH   SOLE   6,499,827 0 13,227,427
UNITED PARCEL SVC INC. COM 911312106 453,059 3,952,013 SH   SOLE   712,987 0 3,239,026
UNITED TECHNOLOGIES CORP. COM 913017109 154,268 1,407,300 SH   SOLE   56,000 0 1,351,300
UNIVERSAL DISPLAY CORP COM 91347P105 60,226 1,069,725 SH   SOLE   768,775 0 300,950
US BANCORP DEL COM 902973304 261,597 5,092,400 SH   SOLE   385,050 0 4,707,350
V F CORP COM 918204108 74,711 1,400,400 SH   SOLE   205,000 0 1,195,400
VISA COM 92826C839 455,916 5,843,575 SH   SOLE   1,851,956 0 3,991,619
VMWARE COM 928563402 145,006 1,841,812 SH   SOLE   962,362 0 879,450
WATERS CORP COM 941848103 63,386 471,657 SH   SOLE   117,040 0 354,617
WELLS FARGO & CO. COM 949746101 1,022,187 18,548,127 SH   SOLE   4,356,827 0 14,191,300
WESTERN DIGITAL CORP COM 958102105 77,814 1,145,171 SH   SOLE   324,724 0 820,447
WHIRLPOOL CP COM 963320106 117,973 649,022 SH   SOLE   57,933 0 591,089
WORKDAY COM 98138H101 661 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 151,835 5,768,822 SH   SOLE   4,440,240 0 1,328,582
YAHOO! INC. COM 984332106 243,506 6,297,030 SH   SOLE   3,206,280 0 3,090,750
ZIMMER BIOMET HOLDINGS COM 98956P102 46,440 450,000 SH   SOLE   100,200 0 349,800