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 3,729 51,810 SH   SOLE   0 0 51,810
Adobe Systems COM 00724F101 155,742 1,922,503 SH   SOLE   0 0 1,922,503
Advance Auto Parts COM 00751Y106 87,922 551,959 SH   SOLE   0 0 551,959
Amazon COM 23135106 147,354 339,454 SH   SOLE   0 0 339,454
Apple COM 37833100 190,107 1,515,702 SH   SOLE   0 0 1,515,702
Automatic Data Processing COM 53015103 36,807 458,773 SH   SOLE   0 0 458,773
BlackRock COM 09247X101 52,213 150,913 SH   SOLE   0 0 150,913
Boeing Co. COM 97023105 69,035 497,659 SH   SOLE   0 0 497,659
Bristol-Myers COM 110122108 62,508 939,412 SH   SOLE   0 0 939,412
Cabot Oil & Gas COM 127097103 759 24,050 SH   SOLE   0 0 24,050
Cerner COM 156782104 83,849 1,214,143 SH   SOLE   0 0 1,214,143
Chipotle Mexican Grill COM 169656105 2,818 4,658 SH   SOLE   0 0 4,658
Cisco Systems COM 17275R102 124,466 4,532,639 SH   SOLE   0 0 4,532,639
Citrix Systems COM 177376100 148,977 2,123,389 SH   SOLE   0 0 2,123,389
Costco COM 22160K105 77,458 573,506 SH   SOLE   0 0 573,506
CVS Health Corporation COM 126650100 105,708 1,007,895 SH   SOLE   0 0 1,007,895
DaVita COM 23918K108 92,335 1,161,885 SH   SOLE   0 0 1,161,885
Delphi Automotive plc COM G27823106 2,809 33,008 SH   SOLE   0 0 33,008
Ecolab Inc. COM 278865100 54,428 481,367 SH   SOLE   0 0 481,367
Fiserv, Inc. COM 337738108 3,524 42,550 SH   SOLE   0 0 42,550
FLIR Systems COM 302445101 1,328 43,100 SH   SOLE   0 0 43,100
Gilead Sciences COM 375558103 146,333 1,249,858 SH   SOLE   0 0 1,249,858
Global Payments COM 37940X102 2,121 20,500 SH   SOLE   0 0 20,500
GNC Holdings COM 36191G107 72,922 1,639,443 SH   SOLE   0 0 1,639,443
Google Class C COM 38259P706 142,064 272,931 SH   SOLE   0 0 272,931
Greenhill & Co. COM 395259104 33,774 817,174 SH   SOLE   0 0 817,174
Healthcare Services Group COM 421906108 1,249 37,800 SH   SOLE   0 0 37,800
Honeywell International COM 438516106 110,810 1,086,697 SH   SOLE   0 0 1,086,697
IHS COM 451734107 59,957 466,116 SH   SOLE   0 0 466,116
IMAX COM 45245E109 2,710 67,300 SH   SOLE   0 0 67,300
Intl Business Machines COM 459200101 66,603 409,461 SH   SOLE   0 0 409,461
Intuit COM 461202103 63,430 629,456 SH   SOLE   0 0 629,456
IPG Photonics COM 44980X109 3,058 35,900 SH   SOLE   0 0 35,900
Keurig Green Mountain COM 49271m100 921 12,025 SH   SOLE   0 0 12,025
Lowe's Companies COM 548661107 83,063 1,240,301 SH   SOLE   0 0 1,240,301
Mead Johnson COM 582839106 68,158 755,467 SH   SOLE   0 0 755,467
Medivation COM 58501N101 35,196 308,195 SH   SOLE   0 0 308,195
Medtronic plc COM g5960l103 120,819 1,630,489 SH   SOLE   0 0 1,630,489
Microsoft COM 594918104 56,868 1,288,053 SH   SOLE   0 0 1,288,053
Monster Beverage COM 61174x109 108,514 809,682 SH   SOLE   0 0 809,682
NIKE COM 654106103 84,827 785,289 SH   SOLE   0 0 785,289
PepsiCo COM 713448108 38,224 409,512 SH   SOLE   0 0 409,512
PRA Group COM 69354n106 2,486 39,905 SH   SOLE   0 0 39,905
Precision Castparts COM 740189105 68,878 344,616 SH   SOLE   0 0 344,616
Priceline Group COM 741503403 145,773 126,608 SH   SOLE   0 0 126,608
Procter & Gamble COM 742718109 43,357 554,156 SH   SOLE   0 0 554,156
QUALCOMM COM 747525103 141,368 2,257,194 SH   SOLE   0 0 2,257,194
Quintiles COM 74876Y101 36,422 501,616 SH   SOLE   0 0 501,616
Range Resources COM 75281A109 71,473 1,447,408 SH   SOLE   0 0 1,447,408
Restoration Hardware COM 761283100 45,452 465,556 SH   SOLE   0 0 465,556
Roper Technologies COM 776696106 79,376 460,256 SH   SOLE   0 0 460,256
Ross Stores COM 778296103 1,662 34,200 SH   SOLE   0 0 34,200
Southwest Airlines COM 844741108 105,858 3,199,080 SH   SOLE   0 0 3,199,080
Stericycle COM 858912108 1,972 14,725 SH   SOLE   0 0 14,725
Symantec Corporation COM 871503108 641 27,550 SH   SOLE   0 0 27,550
TD Ameritrade COM 87236Y108 74,901 2,034,252 SH   SOLE   0 0 2,034,252
Tiffany & Co. COM 886547108 2,428 26,450 SH   SOLE   0 0 26,450
Trimble Navigation Ltd. COM 896239100 1,223 52,125 SH   SOLE   0 0 52,125
Tupperware Brands COM 899896104 2,046 31,700 SH   SOLE   0 0 31,700
Twenty-First Century Fox COM 90130A101 87,178 2,678,687 SH   SOLE   0 0 2,678,687
Ulta COM 90384S303 2,772 17,950 SH   SOLE   0 0 17,950
Under Armour COM 904311107 87,060 1,043,383 SH   SOLE   0 0 1,043,383
Union Pacific Corp COM 907818108 43,466 455,766 SH   SOLE   0 0 455,766
Vertex Pharmaceuticals COM 92532F100 34,723 281,203 SH   SOLE   0 0 281,203
Visa COM 92826C839 195,296 2,908,354 SH   SOLE   0 0 2,908,354
Waters Corporation COM 941848103 2,426 18,900 SH   SOLE   0 0 18,900
Whole Foods Market COM 966837106 35,636 903,547 SH   SOLE   0 0 903,547
Yum! Brands COM 988498101 84,692 940,191 SH   SOLE   0 0 940,191
Zulily COM 989774104 824 63,200 SH   SOLE   0 0 63,200