The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 824,966 | 5,279,782 | SH | SOLE | N/A | 4,011,520 | 0 | 1,268,262 | |
| AMAZON COM INC | COM | 023135106 | 2,136,427 | 6,578,073 | SH | SOLE | N/A | 4,857,915 | 0 | 1,720,158 | |
| ANSYS INC | COM | 03662Q105 | 10,717 | 141,345 | SH | SOLE | N/A | 141,345 | 0 | 0 | |
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 910,108 | 20,117,325 | SH | SOLE | N/A | 15,397,125 | 0 | 4,720,200 | |
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 1,064,240 | 11,410,317 | SH | SOLE | N/A | 8,299,948 | 0 | 3,110,369 | |
| ATHENAHEALTH INC | COM | 04685W103 | 605,164 | 4,836,281 | SH | SOLE | N/A | 3,684,247 | 0 | 1,152,034 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 2,325,307 | 12,447,443 | SH | SOLE | N/A | 8,907,997 | 0 | 3,539,446 | |
| BIOGEN IDEC, INC | COM | 09062X103 | 1,542,327 | 4,891,463 | SH | SOLE | N/A | 3,558,520 | 0 | 1,332,943 | |
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 741,870 | 11,925,248 | SH | SOLE | N/A | 8,629,731 | 0 | 3,295,517 | |
| CERNER CORP | COM | 156782104 | 895,386 | 17,359,169 | SH | SOLE | N/A | 12,760,229 | 0 | 4,598,940 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 1,389,733 | 2,345,502 | SH | SOLE | N/A | 1,777,907 | 0 | 567,595 | |
| CISCO SYS INC | COM | 17275R102 | 318 | 12,800 | SH | SOLE | N/A | 6,300 | 0 | 6,500 | |
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 94,547 | 1,272,850 | SH | SOLE | N/A | 799,150 | 0 | 473,700 | |
| E2OPEN INC | COM | 29788A104 | 20,165 | 975,585 | SH | SOLE | N/A | 975,585 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 1,966,408 | 29,222,890 | SH | SOLE | N/A | 20,772,865 | 0 | 8,450,025 | |
| FMC TECHNOLOGIES INC | COM | 30249U101 | 1,017,284 | 16,657,669 | SH | SOLE | N/A | 12,253,684 | 0 | 4,403,985 | |
| GOOGLE INC | CL A | 38259P508 | 1,397,397 | 2,390,061 | SH | SOLE | N/A | 1,733,083 | 0 | 656,978 | |
| GOOGLE INC | CL C | 38259P706 | 1,148,020 | 1,995,584 | SH | SOLE | N/A | 1,483,348 | 0 | 512,236 | |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 14,515 | 356,995 | SH | SOLE | N/A | 356,995 | 0 | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 798,652 | 1,939,418 | SH | SOLE | N/A | 1,400,122 | 0 | 539,296 | |
| IPG PHOTONICS CORP | COM | 44980X109 | 16,659 | 242,140 | SH | SOLE | N/A | 242,140 | 0 | 0 | |
| ISHARES MSCI EMERGING MARKET | MSCI EMG MKT ETF | 464287234 | 43,567 | 1,007,800 | SH | SOLE | N/A | 0 | 0 | 1,007,800 | |
| ISHARES RUSSELL 1000 GROWTH | RUS 1000 VAL ETF | 464287614 | 237 | 2,610 | SH | SOLE | N/A | 2,610 | 0 | 0 | |
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 194,220 | 1,806,525 | SH | SOLE | N/A | 1,142,425 | 0 | 664,100 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 1,127,577 | 14,793,712 | SH | SOLE | N/A | 10,813,157 | 0 | 3,980,555 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 1,250,025 | 7,290,050 | SH | SOLE | N/A | 5,519,876 | 0 | 1,770,174 | |
| MEDIDATA SOLUTIONS INC | COM | 58471A105 | 202,064 | 4,720,008 | SH | SOLE | N/A | 2,994,730 | 0 | 1,725,278 | |
| MERCADOLIBRE INC | ADR | 58733R102 | 135,320 | 1,418,450 | SH | SOLE | N/A | 908,150 | 0 | 510,300 | |
| MINDRAY MEDICAL INTL LTD | SPON ADR | 602675100 | 14,609 | 463,790 | SH | SOLE | N/A | 281,790 | 0 | 182,000 | |
| MONSANTO CO NEW | COM | 61166W101 | 1,579,054 | 12,658,762 | SH | SOLE | N/A | 9,193,769 | 0 | 3,464,993 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 1,076,943 | 13,077,634 | SH | SOLE | N/A | 9,620,738 | 0 | 3,456,896 | |
| NETSUITE INC | COM | 64118Q107 | 22,165 | 255,125 | SH | SOLE | N/A | 255,125 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 1,244,419 | 16,046,665 | SH | SOLE | N/A | 11,781,415 | 0 | 4,265,250 | |
| PRICELINE COM INC | COM NEW | 741503403 | 1,448,874 | 1,204,384 | SH | SOLE | N/A | 888,380 | 0 | 316,004 | |
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 14,989 | 525,015 | SH | SOLE | N/A | 323,015 | 0 | 202,000 | |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,386,183 | 4,907,362 | SH | SOLE | N/A | 3,598,066 | 0 | 1,309,296 | |
| SALESFORCE COM INC | COM | 79466L302 | 1,590,618 | 27,386,665 | SH | SOLE | N/A | 20,179,010 | 0 | 7,207,655 | |
| SAP AG | SPON ADR | 803054204 | 14,567 | 189,185 | SH | SOLE | N/A | 189,185 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 1,602,608 | 13,587,183 | SH | SOLE | N/A | 9,819,841 | 0 | 3,767,342 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 1,140,218 | 42,340,080 | SH | SOLE | N/A | 30,358,255 | 0 | 11,981,825 | |
| SOUTHWESTERN ENERGY CO | COM | 845467109 | 994,287 | 21,857,261 | SH | SOLE | N/A | 16,544,956 | 0 | 5,312,305 | |
| SPDR S P 500 ETF TR | TR UNIT | 78462F103 | 25,052 | 128,000 | SH | SOLE | N/A | 0 | 0 | 128,000 | |
| SPLUNK INC | COM | 848637104 | 795,857 | 14,383,824 | SH | SOLE | N/A | 10,886,509 | 0 | 3,497,315 | |
| STARBUCKS CORP | COM | 855244109 | 559,887 | 7,235,551 | SH | SOLE | N/A | 5,510,200 | 0 | 1,725,351 | |
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 641,558 | 18,252,005 | SH | SOLE | N/A | 13,860,685 | 0 | 4,391,320 | |
| VISA INC | COM CL A | 92826C839 | 2,644,922 | 12,552,426 | SH | SOLE | N/A | 9,299,678 | 0 | 3,252,748 | |
| WHOLE FOODS MKT INC | COM | 966837106 | 637,068 | 16,491,524 | SH | SOLE | N/A | 12,396,464 | 0 | 4,095,060 | |
| WORKDAY INC | CL A | 98138H101 | 366,569 | 4,079,335 | SH | SOLE | N/A | 2,706,535 | 0 | 1,372,800 | |
| YANDEX N V | SHS CLASS A | N97284108 | 15,919 | 446,650 | SH | SOLE | N/A | 272,650 | 0 | 174,000 | |