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
A.O. Smith COM 831865209 3,402 51,810 SH   SOLE   0 0 51,810
Adobe Systems COM 00724F101 149,450 2,021,236 SH   SOLE   0 0 2,021,236
Advance Auto Parts COM 00751Y106 107,279 716,677 SH   SOLE   0 0 716,677
Amazon COM 023135106 132,843 357,009 SH   SOLE   0 0 357,009
Apple COM 037833100 198,345 1,594,032 SH   SOLE   0 0 1,594,032
Automatic Data Processing COM 053015103 41,329 482,594 SH   SOLE   0 0 482,594
BlackRock COM 09247X101 58,080 158,757 SH   SOLE   0 0 158,757
Boeing Co. COM 097023105 66,841 445,367 SH   SOLE   0 0 445,367
Bristol-Myers COM 110122108 80,503 1,248,110 SH   SOLE   0 0 1,248,110
Cabot Oil & Gas COM 127097103 710 24,050 SH   SOLE   0 0 24,050
Cameron Intl COM 13342B105 39,699 879,851 SH   SOLE   0 0 879,851
Cerner COM 156782104 110,621 1,509,974 SH   SOLE   0 0 1,509,974
Chipotle Mexican Grill COM 169656105 2,667 4,100 SH   SOLE   0 0 4,100
Cisco Systems COM 17275R102 131,214 4,767,078 SH   SOLE   0 0 4,767,078
Citrix Systems COM 177376100 142,466 2,230,559 SH   SOLE   0 0 2,230,559
Concho Resources COM 20605P101 43,855 378,318 SH   SOLE   0 0 378,318
Costco COM 22160K105 91,368 603,109 SH   SOLE   0 0 603,109
CVS Health Corporation COM 126650100 83,381 807,877 SH   SOLE   0 0 807,877
DaVita COM 23918K108 113,266 1,393,530 SH   SOLE   0 0 1,393,530
Donaldson COM 257651109 909 24,100 SH   SOLE   0 0 24,100
Ecolab Inc. COM 278865100 57,910 506,293 SH   SOLE   0 0 506,293
Fiserv, Inc. COM 337738108 3,378 42,550 SH   SOLE   0 0 42,550
Gilead Sciences COM 375558103 139,601 1,422,612 SH   SOLE   0 0 1,422,612
Global Payments COM 37940X102 1,879 20,500 SH   SOLE   0 0 20,500
GNC Holdings COM 36191G107 84,438 1,720,772 SH   SOLE   0 0 1,720,772
Google Class C COM 38259P706 156,868 286,255 SH   SOLE   0 0 286,255
Greenhill & Co. COM 395259104 33,994 857,343 SH   SOLE   0 0 857,343
Halliburton Company COM 406216101 45,944 1,047,041 SH   SOLE   0 0 1,047,041
Healthcare Services Group COM 421906108 2,080 64,725 SH   SOLE   0 0 64,725
Honeywell International COM 438516106 119,219 1,142,931 SH   SOLE   0 0 1,142,931
IHS COM 451734107 76,524 672,678 SH   SOLE   0 0 672,678
IMAX COM 45245E109 2,269 67,300 SH   SOLE   0 0 67,300
Intl Business Machines COM 459200101 69,144 430,803 SH   SOLE   0 0 430,803
Intuit COM 461202103 64,055 660,636 SH   SOLE   0 0 660,636
IPG Photonics COM 44980X109 3,328 35,900 SH   SOLE   0 0 35,900
Keurig Green Mountain COM 49271m100 1,344 12,025 SH   SOLE   0 0 12,025
Lowe's Companies COM 548661107 66,679 896,341 SH   SOLE   0 0 896,341
Mead Johnson COM 582839106 79,756 793,354 SH   SOLE   0 0 793,354
Medivation COM 58501N101 41,750 323,468 SH   SOLE   0 0 323,468
Medtronic plc COM g5960l103 133,744 1,714,881 SH   SOLE   0 0 1,714,881
Microsoft COM 594918104 55,072 1,354,617 SH   SOLE   0 0 1,354,617
Monster Beverage COM 611740101 117,677 850,299 SH   SOLE   0 0 850,299
MSC Industrial Direct COM 553530106 812 11,250 SH   SOLE   0 0 11,250
NIKE COM 654106103 82,865 825,928 SH   SOLE   0 0 825,928
PepsiCo COM 713448108 41,101 429,842 SH   SOLE   0 0 429,842
PRA Group COM 69354n106 3,047 56,100 SH   SOLE   0 0 56,100
Priceline Group COM 741503403 155,012 133,155 SH   SOLE   0 0 133,155
Procter & Gamble COM 742718109 47,753 582,778 SH   SOLE   0 0 582,778
QUALCOMM COM 747525103 164,609 2,373,938 SH   SOLE   0 0 2,373,938
Range Resources COM 75281A109 79,105 1,520,073 SH   SOLE   0 0 1,520,073
Restoration Hardware COM 761283100 1,617 16,300 SH   SOLE   0 0 16,300
Roper Technologies COM 776696106 83,062 482,919 SH   SOLE   0 0 482,919
Ross Stores COM 778296103 1,802 17,100 SH   SOLE   0 0 17,100
Southwest Airlines COM 844741108 38,433 867,552 SH   SOLE   0 0 867,552
Stericycle COM 858912108 1,788 12,735 SH   SOLE   0 0 12,735
Symantec Corporation COM 871503108 644 27,550 SH   SOLE   0 0 27,550
TD Ameritrade COM 87236Y108 79,598 2,136,291 SH   SOLE   0 0 2,136,291
Tiffany & Co. COM 886547108 2,328 26,450 SH   SOLE   0 0 26,450
Trimble Navigation Ltd. COM 896239100 786 31,200 SH   SOLE   0 0 31,200
Tupperware Brands COM 899896104 2,188 31,700 SH   SOLE   0 0 31,700
Twenty-First Century Fox COM 90130A101 95,333 2,817,173 SH   SOLE   0 0 2,817,173
Ulta COM 90384S303 2,708 17,950 SH   SOLE   0 0 17,950
Under Armour COM 904311107 88,378 1,094,460 SH   SOLE   0 0 1,094,460
Union Pacific Corp COM 907818108 28,811 266,002 SH   SOLE   0 0 266,002
Vertex Pharmaceuticals COM 92532F100 34,837 295,302 SH   SOLE   0 0 295,302
Visa COM 92826C839 200,084 3,058,920 SH   SOLE   0 0 3,058,920
WABCO COM 92927K102 54,161 440,765 SH   SOLE   0 0 440,765
Waters Corporation COM 941848103 2,350 18,900 SH   SOLE   0 0 18,900
Whole Foods Market COM 966837106 49,396 948,463 SH   SOLE   0 0 948,463
Yum! Brands COM 988498101 110,450 1,403,075 SH   SOLE   0 0 1,403,075
Zulily COM 989774104 821 63,200 SH   SOLE   0 0 63,200