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 | 46,244 | 295,959 | SH | SOLE | 236,767 | 0 | 59,192 | ||
| ALTERA CORP COM | COM | 021441100 | 31,808 | 915,080 | SH | SOLE | 730,049 | 0 | 185,031 | ||
| AMAZON COM INC COM | COM | 023135106 | 65,322 | 201,126 | SH | SOLE | 160,876 | 0 | 40,250 | ||
| AMERIPRISE FINL INC COM | COM | 03076C106 | 55,822 | 465,187 | SH | SOLE | 372,176 | 0 | 93,011 | ||
| ANADARKO PETE CORP COM | COM | 032511107 | 47,663 | 435,395 | SH | SOLE | 347,997 | 0 | 87,398 | ||
| CATAMARAN CORP COM | COM | 148887102 | 149,380 | 3,382,697 | SH | SOLE | 2,635,757 | 0 | 746,940 | ||
| CME GROUP INC COM | COM | 12572Q105 | 70,720 | 996,755 | SH | SOLE | 766,116 | 0 | 230,639 | ||
| COBALT INTL ENERGY INC | COM | 19075F106 | 49,774 | 2,712,482 | SH | SOLE | 2,052,088 | 0 | 660,394 | ||
| COMCAST CORP NEW CL A | COM | 20030N101 | 82,206 | 1,531,401 | SH | SOLE | 1,224,183 | 0 | 307,218 | ||
| COSTCO WHSL CORP NEW COM | COM | 22160K105 | 46,155 | 400,791 | SH | SOLE | 321,798 | 0 | 78,993 | ||
| DIAGEO P L C SPON ADR NEW | COM | 25243Q205 | 56,356 | 442,803 | SH | SOLE | 354,009 | 0 | 88,794 | ||
| DISNEY WALT CO COM DISNEY | COM | 254687106 | 43,347 | 505,564 | SH | SOLE | 404,545 | 0 | 101,019 | ||
| FACEBOOK INC CL A | COM | 30303M102 | 135,469 | 2,013,210 | SH | SOLE | 1,567,765 | 0 | 445,445 | ||
| FASTENAL CO COM | COM | 311900104 | 72,370 | 1,462,306 | SH | SOLE | 1,131,119 | 0 | 331,187 | ||
| FIRST REP BK SAN FRANCISCO CAL | COM | 33616C100 | 79,136 | 1,439,095 | SH | SOLE | 1,103,448 | 0 | 335,647 | ||
| FLUOR CORP NEW COM | COM | 343412102 | 61,897 | 804,905 | SH | SOLE | 643,567 | 0 | 161,338 | ||
| FREEPORT-MCMORAN INC CL B | COM | 35671D857 | 53,179 | 1,456,967 | SH | SOLE | 1,165,707 | 0 | 291,260 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 95,875 | 1,156,372 | SH | SOLE | 899,184 | 0 | 257,188 | ||
| GOOGLE INC CL A | COM | 38259P508 | 112,210 | 191,921 | SH | SOLE | 150,555 | 0 | 41,366 | ||
| GOOGLE INC CL C | COM | 38259P706 | 101,308 | 176,102 | SH | SOLE | 138,375 | 0 | 37,727 | ||
| HOME DEPOT INC COM | COM | 437076102 | 113,906 | 1,406,942 | SH | SOLE | 1,091,893 | 0 | 315,049 | ||
| JOHNSON CTLS INC COM | COM | 478366107 | 70,484 | 1,411,663 | SH | SOLE | 1,083,797 | 0 | 327,866 | ||
| KATE SPADE & CO | COM | 485865109 | 22,544 | 591,084 | SH | SOLE | 473,278 | 0 | 117,806 | ||
| LAUDER ESTEE COS INC CL A | COM | 518439104 | 30,105 | 405,398 | SH | SOLE | 325,281 | 0 | 80,117 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 8,064 | 84,525 | SH | SOLE | 67,519 | 0 | 17,006 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 78,242 | 2,374,573 | SH | SOLE | 1,900,101 | 0 | 474,472 | ||
| NIKE INC CL B | COM | 654106103 | 90,650 | 1,168,919 | SH | SOLE | 934,702 | 0 | 234,217 | ||
| PERRIGO CO PLC | COM | G97822103 | 32,207 | 220,958 | SH | SOLE | 176,779 | 0 | 44,179 | ||
| PHARMACYCLICS INC | COM | 716933106 | 63,484 | 707,653 | SH | SOLE | 541,067 | 0 | 166,586 | ||
| PRECISION CASTPARTS CORP COM | COM | 740189105 | 78,376 | 310,521 | SH | SOLE | 239,012 | 0 | 71,509 | ||
| PRICE T ROWE GROUP INC COM | COM | 74144T108 | 47,483 | 562,528 | SH | SOLE | 449,943 | 0 | 112,585 | ||
| PULTE GROUP INC COM | COM | 745867101 | 84,726 | 4,202,668 | SH | SOLE | 3,360,186 | 0 | 842,482 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 103,555 | 3,076,493 | SH | SOLE | 2,403,241 | 0 | 673,252 | ||
| SABMILLER PLC SPONSORED ADR | COM | 78572M105 | 32,850 | 567,066 | SH | SOLE | 453,245 | 0 | 113,821 | ||
| SALESFORCE COM INC | COM | 79466L302 | 148,559 | 2,557,829 | SH | SOLE | 1,999,908 | 0 | 557,921 | ||
| SCHLUMBERGER LTD COM | COM | 806857108 | 87,459 | 741,490 | SH | SOLE | 593,409 | 0 | 148,081 | ||
| SHERWIN WILLIAMS CO COM | COM | 824348106 | 58,688 | 283,640 | SH | SOLE | 227,111 | 0 | 56,529 | ||
| SHUTTERFLY INC COM | COM | 82568P304 | 22,764 | 528,669 | SH | SOLE | 422,392 | 0 | 106,277 | ||
| STARBUCKS CORP COM | COM | 855244109 | 131,960 | 1,705,344 | SH | SOLE | 1,326,162 | 0 | 379,182 | ||
| STRATASYS LTD SHS | COM | M85548101 | 58,373 | 513,714 | SH | SOLE | 386,451 | 0 | 127,263 | ||
| TESLA MTRS INC COM | COM | 88160R101 | 35,305 | 147,066 | SH | SOLE | 117,644 | 0 | 29,422 | ||
| TEXTRON INC COM | COM | 883203101 | 28,821 | 752,703 | SH | SOLE | 601,271 | 0 | 151,432 | ||
| TJX COS INC NEW COM | COM | 872540109 | 21,879 | 411,649 | SH | SOLE | 329,215 | 0 | 82,434 | ||
| TRIMBLE NAVIGATION LIMITED | COM | 896239100 | 27,186 | 735,755 | SH | SOLE | 582,100 | 0 | 153,655 | ||
| UNITED RENTALS INC | COM | 911363109 | 50,088 | 478,254 | SH | SOLE | 382,354 | 0 | 95,900 | ||
| VISA INC COM CL A | COM | 92826C839 | 115,183 | 546,643 | SH | SOLE | 424,586 | 0 | 122,057 | ||
| WHITEWAVE FOODS CO COM CL A | COM | 966244105 | 20,282 | 626,577 | SH | SOLE | 500,922 | 0 | 125,655 | ||