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
AFFILIATED MANAGERS GROUP COM 008252108 60,418 378,181 SH   SOLE   318,705 0 59,476
ALEXION PHARMACEUTICALS INC COM 015351109 67,600 354,389 SH   SOLE   300,657 0 53,732
ALPHABET INC-CL A COM 02079K305 157,434 202,355 SH   SOLE   174,829 0 27,526
AMAZON.COM INC COM 023135106 140,264 207,525 SH   SOLE   178,837 0 28,688
AMERIPRISE FINANCIAL INC COM 03076C106 38,263 359,544 SH   SOLE   316,439 0 43,105
ANADARKO PETROLEUM CORP COM 032511107 59,701 1,228,921 SH   SOLE   1,051,469 0 177,452
APPLE INC COM 037833100 60,251 572,398 SH   SOLE   495,971 0 76,427
CIGNA CORP COM 125509109 50,480 344,973 SH   SOLE   288,647 0 56,326
COCA-COLA CO/THE COM 191216100 114,519 2,665,715 SH   SOLE   2,297,407 0 368,308
COSTAR GROUP INC COM 22160N109 28,672 138,718 SH   SOLE   122,501 0 16,217
CRITEO SA-SPON ADR COM 226718104 15,984 403,645 SH   SOLE   353,611 0 50,034
DELTA AIR LINES INC COM 247361702 14,669 289,377 SH   SOLE   253,590 0 35,787
ECOLAB INC COM 278865100 17,391 152,049 SH   SOLE   134,296 0 17,753
ENVISION HEALTHCARE HOLDINGS COM 29413U103 74,987 2,887,433 SH   SOLE   2,445,292 0 442,141
EOG RESOURCES INC COM 26875P101 15,222 215,025 SH   SOLE   189,223 0 25,802
FACEBOOK INC-A COM 30303M102 100,855 963,642 SH   SOLE   827,917 0 135,725
FIRST REPUBLIC BANK/CA COM 33616C100 53,054 803,116 SH   SOLE   683,821 0 119,295
GILEAD SCIENCES INC COM 375558103 66,850 660,640 SH   SOLE   582,582 0 78,058
GRUPO TELEVISA SA-SPON ADR COM 40049J206 23,784 874,104 SH   SOLE   769,109 0 104,995
HD SUPPLY HOLDINGS INC COM 40416M105 60,553 2,016,409 SH   SOLE   1,771,937 0 244,472
HMS HOLDINGS CORP COM 40425J101 38,272 3,101,468 SH   SOLE   2,712,518 0 388,950
HOME DEPOT INC COM 437076102 118,721 897,698 SH   SOLE   775,364 0 122,334
HUMANA INC COM 444859102 24,244 135,815 SH   SOLE   119,917 0 15,898
HUNT (JB) TRANSPRT SVCS INC COM 445658107 60,588 825,904 SH   SOLE   696,402 0 129,502
IMPERVA INC COM 45321L100 28,960 457,433 SH   SOLE   403,912 0 53,521
MICROSOFT CORP COM 594918104 85,701 1,544,721 SH   SOLE   1,321,940 0 222,781
NIKE INC -CL B COM 654106103 76,961 1,231,372 SH   SOLE   1,042,812 0 188,560
NXP SEMICONDUCTORS NV COM N6596X109 45,155 535,967 SH   SOLE   456,853 0 79,114
PALO ALTO NETWORKS INC COM 697435105 50,121 284,551 SH   SOLE   251,125 0 33,426
PANDORA MEDIA INC COM 698354107 40,776 3,040,686 SH   SOLE   2,678,075 0 362,611
PERRIGO CO PLC COM G97822103 70,553 487,584 SH   SOLE   429,788 0 57,796
PULTEGROUP INC COM 745867101 71,608 4,018,382 SH   SOLE   3,482,847 0 535,535
PUMA BIOTECHNOLOGY INC COM 74587V107 37,397 477,005 SH   SOLE   420,225 0 56,780
ROSS STORES INC COM 778296103 89,553 1,664,253 SH   SOLE   1,468,330 0 195,923
SALESFORCE.COM INC COM 79466L302 65,109 830,473 SH   SOLE   708,436 0 122,037
SCHWAB (CHARLES) CORP COM 808513105 62,282 1,891,357 SH   SOLE   1,575,724 0 315,633
TABLEAU SOFTWARE INC-CL A COM 87336U105 27,138 288,027 SH   SOLE   253,170 0 34,857
TEXTRON INC COM 883203101 47,543 1,131,696 SH   SOLE   953,877 0 177,819
VERTEX PHARMACEUTICALS INC COM 92532F100 60,471 480,579 SH   SOLE   410,358 0 70,221
VISA INC-CLASS A SHARES COM 92826C839 33,561 432,772 SH   SOLE   381,769 0 51,003
WALT DISNEY CO/THE COM 254687106 91,638 872,076 SH   SOLE   768,136 0 103,940