The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 777,082 | 8,424,567 | SH | SOLE | N/A | 6,254,627 | 0 | 2,169,940 | |
ALLERGAN INC | COM | 018490102 | 808,617 | 9,598,964 | SH | SOLE | N/A | 6,910,369 | 0 | 2,688,595 | |
AMAZON COM INC | COM | 023135106 | 2,321,290 | 8,359,285 | SH | SOLE | N/A | 6,088,544 | 0 | 2,270,741 | |
ANSYS INC | COM | 03662Q105 | 15,639 | 213,935 | SH | SOLE | N/A | 137,035 | 0 | 76,900 | |
ARM HLDGS PLC | SPONSORED ADR | 042068106 | 651,762 | 17,989,557 | SH | SOLE | N/A | 13,294,911 | 0 | 4,694,646 | |
ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 1,318,577 | 16,667,634 | SH | SOLE | N/A | 11,940,925 | 0 | 4,726,709 | |
ATHENAHEALTH INC | COM | 04685W103 | 300,698 | 3,548,897 | SH | SOLE | N/A | 2,600,787 | 0 | 948,110 | |
BAIDU INC | SPON ADR REP A | 056752108 | 874,435 | 9,243,497 | SH | SOLE | N/A | 6,551,948 | 0 | 2,691,549 | |
BIOGEN IDEC, INC | COM | 09062X103 | 982,586 | 4,565,921 | SH | SOLE | N/A | 3,316,023 | 0 | 1,249,898 | |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 632,388 | 11,345,317 | SH | SOLE | N/A | 8,063,862 | 0 | 3,281,455 | |
CERNER CORP | COM | 156782104 | 982,869 | 10,228,625 | SH | SOLE | N/A | 7,397,417 | 0 | 2,831,208 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,026,103 | 2,816,255 | SH | SOLE | N/A | 2,088,346 | 0 | 727,909 | |
CISCO SYS INC | COM | 17275R102 | 341 | 14,000 | SH | SOLE | N/A | 7,500 | 0 | 6,500 | |
CONCUR TECHNOLOGIES INC | COM | 206708109 | 17,518 | 215,260 | SH | SOLE | N/A | 148,960 | 0 | 66,300 | |
F5 NETWORKS INC | COM | 315616102 | 327,351 | 4,758,008 | SH | SOLE | N/A | 3,537,002 | 0 | 1,221,006 | |
FACEBOOK INC | CL A | 30303M102 | 888,838 | 35,724,981 | SH | SOLE | N/A | 25,599,819 | 0 | 10,125,162 | |
FMC TECHNOLOGIES INC | COM | 30249U101 | 784,947 | 14,097,468 | SH | SOLE | N/A | 10,250,322 | 0 | 3,847,146 | |
GOOGLE INC | CL A | 38259P508 | 2,444,334 | 2,776,485 | SH | SOLE | N/A | 2,033,548 | 0 | 742,937 | |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 12,764 | 303,535 | SH | SOLE | N/A | 210,635 | 0 | 92,900 | |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 634,438 | 1,253,508 | SH | SOLE | N/A | 904,398 | 0 | 349,110 | |
IPG PHOTONICS CORP | COM | 44980X109 | 15,156 | 249,560 | SH | SOLE | N/A | 154,660 | 0 | 94,900 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 827,101 | 15,626,321 | SH | SOLE | N/A | 11,255,901 | 0 | 4,370,420 | |
MERCADOLIBRE INC | ADR | 58733R102 | 208,500 | 1,934,855 | SH | SOLE | N/A | 1,217,265 | 0 | 717,590 | |
NATIONAL OILWELL VARCO INC | COM | 637071101 | 719,613 | 10,444,314 | SH | SOLE | N/A | 7,549,599 | 0 | 2,894,715 | |
NETSUITE INC | COM | 64118Q107 | 27,216 | 296,665 | SH | SOLE | N/A | 199,665 | 0 | 97,000 | |
NIKE INC | CL B | 654106103 | 1,223,326 | 19,210,521 | SH | SOLE | N/A | 13,970,306 | 0 | 5,240,215 | |
PRAXAIR INC | COM | 74005P104 | 855,381 | 7,427,764 | SH | SOLE | N/A | 5,390,834 | 0 | 2,036,930 | |
PRICELINE COM INC | COM NEW | 741503403 | 1,235,195 | 1,494,181 | SH | SOLE | N/A | 1,102,129 | 0 | 392,052 | |
QUALCOMM INC | COM | 747525103 | 12,654 | 207,135 | SH | SOLE | N/A | 180,535 | 0 | 26,600 | |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 705,852 | 3,138,793 | SH | SOLE | N/A | 2,331,671 | 0 | 807,122 | |
SALESFORCE COM INC | COM | 79466L302 | 1,784,685 | 46,743,984 | SH | SOLE | N/A | 33,978,611 | 0 | 12,765,373 | |
SAP AG | SPON ADR | 803054204 | 14,106 | 193,685 | SH | SOLE | N/A | 137,385 | 0 | 56,300 | |
SCHLUMBERGER LTD | COM | 806857108 | 1,073,914 | 14,986,234 | SH | SOLE | N/A | 10,887,302 | 0 | 4,098,932 | |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 661,326 | 18,103,650 | SH | SOLE | N/A | 13,427,215 | 0 | 4,676,435 | |
SPLUNK INC | COM | 848637104 | 397,560 | 8,575,488 | SH | SOLE | N/A | 6,312,663 | 0 | 2,262,825 | |
STARBUCKS CORP | COM | 855244109 | 738,234 | 11,269,026 | SH | SOLE | N/A | 8,362,566 | 0 | 2,906,460 | |
ULTA SALON COSMETCS AND FRAG I | COM | 90384S303 | 725,192 | 7,243,227 | SH | SOLE | N/A | 5,392,576 | 0 | 1,850,651 | |
VISA INC | COM CL A | 92826C839 | 2,639,919 | 14,445,520 | SH | SOLE | N/A | 10,509,979 | 0 | 3,935,541 | |
YANDEX N V | SHS CLASS A | N97284108 | 8,888 | 321,445 | SH | SOLE | N/A | 212,445 | 0 | 109,000 |