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
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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 875,893 7,540,405 SH   SOLE N/A 5,560,804 0 1,979,601
ALLERGAN INC COM 018490102 671,385 7,422,715 SH   SOLE N/A 5,466,411 0 1,956,304
AMAZON COM INC COM 023135106 2,424,134 7,753,755 SH   SOLE N/A 5,520,580 0 2,233,175
ANSYS INC COM 03662Q105 12,022 138,945 SH   SOLE N/A 94,345 0 44,600
ARM HLDGS PLC SPONSORED ADR 042068106 980,813 20,382,657 SH   SOLE N/A 15,007,801 0 5,374,856
ASML HOLDING NV N Y REGISTRY SHS N07059210 1,644,053 16,646,949 SH   SOLE N/A 11,616,900 0 5,030,049
ATHENAHEALTH INC COM 04685W103 377,033 3,472,394 SH   SOLE N/A 2,530,744 0 941,650
BAIDU INC SPON ADR REP A 056752108 2,154,097 13,881,278 SH   SOLE N/A 9,756,187 0 4,125,091
BIOGEN IDEC, INC COM 09062X103 1,115,981 4,635,241 SH   SOLE N/A 3,288,076 0 1,347,165
BIOMARIN PHARMACEUTICAL INC COM 09061G101 741,100 10,268,812 SH   SOLE N/A 7,018,001 0 3,250,811
CERNER CORP COM 156782104 950,130 18,080,498 SH   SOLE N/A 12,697,988 0 5,382,510
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,191,725 2,779,209 SH   SOLE N/A 2,047,175 0 732,034
CISCO SYS INC COM 17275R102 328 14,000 SH   SOLE N/A 7,500 0 6,500
CONCUR TECHNOLOGIES INC COM 206708109 14,513 131,340 SH   SOLE N/A 100,240 0 31,100
E2OPEN INC COM 29788A104 10,037 448,100 SH   SOLE N/A 288,417 0 159,683
F5 NETWORKS INC COM 315616102 8,324 97,010 SH   SOLE N/A 69,710 0 27,300
FACEBOOK INC CL A 30303M102 1,769,413 35,226,219 SH   SOLE N/A 24,216,137 0 11,010,082
FMC TECHNOLOGIES INC COM 30249U101 791,798 14,287,224 SH   SOLE N/A 10,143,203 0 4,144,021
GOOGLE INC CL A 38259P508 2,263,753 2,584,458 SH   SOLE N/A 1,848,609 0 735,849
GUIDEWIRE SOFTWARE INC COM 40171V100 16,531 350,895 SH   SOLE N/A 249,295 0 101,600
INTUITIVE SURGICAL INC COM NEW 46120E602 617,063 1,639,948 SH   SOLE N/A 1,163,231 0 476,717
IPG PHOTONICS CORP COM 44980X109 13,364 237,160 SH   SOLE N/A 154,660 0 82,500
LAS VEGAS SANDS CORP COM 517834107 1,068,865 16,092,520 SH   SOLE N/A 11,224,404 0 4,868,116
LINKEDIN CORP COM CL A 53578A108 285,788 1,161,455 SH   SOLE N/A 852,632 0 308,823
MERCADOLIBRE INC ADR 58733R102 301,815 2,237,155 SH   SOLE N/A 1,286,165 0 950,990
MONSANTO CO NEW COM 61166W101 1,064,623 10,200,468 SH   SOLE N/A 7,088,961 0 3,111,507
NATIONAL OILWELL VARCO INC COM 637071101 793,196 10,154,854 SH   SOLE N/A 7,186,801 0 2,968,053
NETSUITE INC COM 64118Q107 30,727 284,665 SH   SOLE N/A 199,665 0 85,000
NIKE INC CL B 654106103 1,376,255 18,946,246 SH   SOLE N/A 13,501,291 0 5,444,955
PRICELINE COM INC COM NEW 741503403 1,659,729 1,641,752 SH   SOLE N/A 1,178,159 0 463,593
QUALCOMM INC COM 747525103 10,367 154,000 SH   SOLE N/A 154,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,181,822 3,777,357 SH   SOLE N/A 2,694,362 0 1,082,995
SALESFORCE COM INC COM 79466L302 2,335,951 45,000,023 SH   SOLE N/A 31,857,025 0 13,142,998
SAP AG SPON ADR 803054204 13,785 186,485 SH   SOLE N/A 137,385 0 49,100
SCHLUMBERGER LTD COM 806857108 1,344,580 15,217,069 SH   SOLE N/A 10,782,047 0 4,435,022
SCHWAB CHARLES CORP NEW COM 808513105 382,867 18,111,019 SH   SOLE N/A 12,468,863 0 5,642,156
SOUTHWESTERN ENERGY CO COM 845467109 649,844 17,862,671 SH   SOLE N/A 13,154,586 0 4,708,085
SPLUNK INC COM 848637104 507,198 8,447,674 SH   SOLE N/A 6,188,239 0 2,259,435
STARBUCKS CORP COM 855244109 650,875 8,456,213 SH   SOLE N/A 6,231,133 0 2,225,080
ULTA SALON COSMETCS AND FRAG I COM 90384S303 896,990 7,508,710 SH   SOLE N/A 5,530,903 0 1,977,807
VISA INC COM CL A 92826C839 2,618,816 13,703,902 SH   SOLE N/A 9,764,697 0 3,939,205
YANDEX N V SHS CLASS A N97284108 14,129 387,950 SH   SOLE N/A 264,450 0 123,500