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 |
| ALTERA CORP | COM | 021441100 | 33,049 | 1,016,538 | SH | SOLE | 794,222 | 0 | 222,316 | ||
| AMAZON COM INC | COM | 023135106 | 112,231 | 281,430 | SH | SOLE | 220,073 | 0 | 61,357 | ||
| ANADARKO PETE CORP | COM | 032511107 | 38,095 | 480,264 | SH | SOLE | 374,919 | 0 | 105,345 | ||
| CAMDEN PPTY TR SH BEN INT | COM | 133131102 | 50,544 | 888,609 | SH | SOLE | 693,259 | 0 | 195,350 | ||
| CATAMARAN CORP | COM | 148887102 | 140,613 | 2,962,654 | SH | SOLE | 2,240,307 | 0 | 722,347 | ||
| CITRIX SYS INC | COM | 177376100 | 122,626 | 1,938,753 | SH | SOLE | 1,453,968 | 0 | 484,785 | ||
| CME GROUP INC | COM | 12572Q105 | 72,851 | 928,506 | SH | SOLE | 689,501 | 0 | 239,005 | ||
| COBALT INTL ENERGY INC | COM | 19075F106 | 47,920 | 2,913,074 | SH | SOLE | 2,195,760 | 0 | 717,314 | ||
| COCA COLA CO | COM | 191216100 | 634 | 15,351 | SH | SOLE | 0 | 0 | 15,351 | ||
| COMCAST CORP NEW CL A | COM | 20030N101 | 87,581 | 1,685,390 | SH | SOLE | 1,316,172 | 0 | 369,218 | ||
| DIAGEO P L C SPON ADR | COM | 25243Q205 | 93,470 | 705,862 | SH | SOLE | 528,143 | 0 | 177,719 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 34,134 | 587,501 | SH | SOLE | 459,044 | 0 | 128,457 | ||
| EBAY INC | COM | 278642103 | 36,444 | 664,253 | SH | SOLE | 519,048 | 0 | 145,205 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 88,726 | 1,349,235 | SH | SOLE | 1,012,358 | 0 | 336,877 | ||
| EXPRESS SCRIPTS HOLDING CO | COM | 30219G108 | 44,542 | 634,141 | SH | SOLE | 495,264 | 0 | 138,877 | ||
| FASTENAL CO | COM | 311900104 | 87,375 | 1,839,094 | SH | SOLE | 1,356,100 | 0 | 482,994 | ||
| FIRST REPUBLIC BANK SAN FRANCI | COM | 33616C100 | 42,416 | 810,235 | SH | SOLE | 632,521 | 0 | 177,714 | ||
| FLUOR CORP | COM | 343412102 | 64,626 | 804,907 | SH | SOLE | 628,415 | 0 | 176,492 | ||
| FREEPORT-MCMORAN COPPER & GOLD | COM | 35671D857 | 72,692 | 1,926,113 | SH | SOLE | 1,503,628 | 0 | 422,485 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 71,813 | 956,229 | SH | SOLE | 746,329 | 0 | 209,900 | ||
| GOOGLE INC CL A | COM | 38259P508 | 199,383 | 177,908 | SH | SOLE | 136,622 | 0 | 41,286 | ||
| HOME DEPOT INC | COM | 437076102 | 120,254 | 1,460,459 | SH | SOLE | 1,103,242 | 0 | 357,217 | ||
| JOHNSON CONTROLS INC | COM | 478366107 | 31,942 | 622,654 | SH | SOLE | 487,492 | 0 | 135,162 | ||
| JOY GLOBAL INC | COM | 481165108 | 61,136 | 1,045,246 | SH | SOLE | 815,818 | 0 | 229,428 | ||
| LINKEDIN CORP CL A | COM | 53578A108 | 56,147 | 258,945 | SH | SOLE | 202,347 | 0 | 56,598 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 68,823 | 3,164,271 | SH | SOLE | 2,472,442 | 0 | 691,829 | ||
| MORGAN STANLEY | COM | 617446448 | 36,551 | 1,165,527 | SH | SOLE | 913,467 | 0 | 252,060 | ||
| NIKE INC CL B | COM | 654106103 | 49,971 | 635,443 | SH | SOLE | 495,967 | 0 | 139,476 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 69,619 | 799,022 | SH | SOLE | 631,175 | 0 | 167,847 | ||
| PRECISION CASTPARTS CORP | COM | 740189105 | 54,932 | 203,982 | SH | SOLE | 159,256 | 0 | 44,726 | ||
| PULTE GROUP INC | COM | 745867101 | 84,666 | 4,156,396 | SH | SOLE | 3,247,851 | 0 | 908,545 | ||
| PVH CORP | COM | 693656100 | 76,756 | 564,301 | SH | SOLE | 415,143 | 0 | 149,158 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 113,925 | 2,911,444 | SH | SOLE | 2,215,937 | 0 | 695,507 | ||
| RALPH LAUREN CORP CL A | COM | 751212101 | 64,697 | 366,411 | SH | SOLE | 286,065 | 0 | 80,346 | ||
| SALESFORCE COM INC | COM | 79466L302 | 160,790 | 2,913,395 | SH | SOLE | 2,238,084 | 0 | 675,311 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 89,816 | 996,740 | SH | SOLE | 748,880 | 0 | 247,860 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 74,930 | 408,336 | SH | SOLE | 305,954 | 0 | 102,382 | ||
| SHUTTERFLY INC | COM | 82568P304 | 14,529 | 285,281 | SH | SOLE | 225,148 | 0 | 60,133 | ||
| STARBUCKS CORP | COM | 855244109 | 75,154 | 958,718 | SH | SOLE | 749,033 | 0 | 209,685 | ||
| STRATASYS LTD SHS | COM | M85548101 | 63,905 | 474,428 | SH | SOLE | 347,118 | 0 | 127,310 | ||
| T ROWE PRICE GROUP INC | COM | 74144t108 | 44,905 | 536,053 | SH | SOLE | 418,265 | 0 | 117,788 | ||
| TEXTRON INC | COM | 883203101 | 37,134 | 1,010,170 | SH | SOLE | 792,116 | 0 | 218,054 | ||
| TJX COS INC | COM | 872540109 | 38,459 | 603,466 | SH | SOLE | 471,274 | 0 | 132,192 | ||
| UNITED RENTALS INC | COM | 911363109 | 85,815 | 1,100,898 | SH | SOLE | 817,400 | 0 | 283,498 | ||
| VISA INC CL A | COM | 92826C839 | 92,754 | 416,533 | SH | SOLE | 324,778 | 0 | 91,755 | ||
| WALT DISNEY CO | COM | 254687106 | 76,422 | 1,000,289 | SH | SOLE | 747,837 | 0 | 252,452 | ||
| WHOLE FOODS MKT INC | COM | 966837106 | 25,041 | 433,018 | SH | SOLE | 338,776 | 0 | 94,242 | ||
| ZILLOW INC CL A | COM | 98954A107 | 57,032 | 697,813 | SH | SOLE | 514,489 | 0 | 183,324 | ||