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
Estimated average burden
hours per response: 23.8
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
AFFILIATED MANAGERS GROUP COM 008252108 46,579 330,886 SH   SOLE   318,163 0 12,723
ALEXION PHARMACEUTICALS INC COM 015351109 54,918 470,348 SH   SOLE   450,657 0 19,691
ALLIANCE DATA SYSTEMS CORP COM 018581108 35,204 179,685 SH   SOLE   174,437 0 5,248
ALPHABET INC-CL A COM 02079K305 81,264 115,509 SH   SOLE   111,407 0 4,102
AMAZON.COM INC COM 023135106 112,402 157,069 SH   SOLE   151,331 0 5,738
AMERIPRISE FINANCIAL INC COM 03076C106 13,154 146,396 SH   SOLE   142,191 0 4,205
ANADARKO PETROLEUM CORP COM 032511107 67,790 1,273,044 SH   SOLE   1,219,997 0 53,047
CBS CORP-CLASS B NON VOTING COM 124857202 36,866 677,178 SH   SOLE   656,646 0 20,532
CME GROUP INC COM 12572Q105 18,637 191,343 SH   SOLE   182,578 0 8,765
COACH INC COM 189754104 48,641 1,193,948 SH   SOLE   1,142,308 0 51,640
CONSTELLATION BRANDS INC-A COM 21036P108 11,661 70,503 SH   SOLE   68,481 0 2,022
COSTAR GROUP INC COM 22160N109 44,477 203,408 SH   SOLE   197,531 0 5,877
CRITEO SA-SPON ADR COM 226718104 23,577 513,442 SH   SOLE   498,661 0 14,781
DELTA AIR LINES INC COM 247361702 26,886 738,018 SH   SOLE   716,937 0 21,081
DEVON ENERGY CORP COM 25179M103 19,527 538,668 SH   SOLE   523,026 0 15,642
ENVISION HEALTHCARE HOLDINGS COM 29413U103 64,203 2,530,655 SH   SOLE   2,423,078 0 107,577
FACEBOOK INC-A COM 30303M102 77,030 674,048 SH   SOLE   648,340 0 25,708
FASTENAL CO COM 311900104 19,486 438,972 SH   SOLE   420,025 0 18,947
FIRST REPUBLIC BANK/CA COM 33616C100 56,146 802,203 SH   SOLE   778,874 0 23,329
GILEAD SCIENCES INC COM 375558103 69,015 827,323 SH   SOLE   795,252 0 32,071
GRUPO TELEVISA SA-SPON ADR COM 40049J206 25,249 969,606 SH   SOLE   941,283 0 28,323
HD SUPPLY HOLDINGS INC COM 40416M105 44,629 1,281,694 SH   SOLE   1,244,358 0 37,336
HESS CORP COM 42809H107 18,575 309,073 SH   SOLE   300,121 0 8,952
HMS HOLDINGS CORP COM 40425J101 26,694 1,515,856 SH   SOLE   1,472,297 0 43,559
HOME DEPOT INC COM 437076102 84,877 664,711 SH   SOLE   641,261 0 23,450
HUNT (JB) TRANSPRT SVCS INC COM 445658107 33,216 410,430 SH   SOLE   398,618 0 11,812
IMPERVA INC COM 45321L100 16,080 373,876 SH   SOLE   362,972 0 10,904
MASCO CORP COM 574599106 44,490 1,437,934 SH   SOLE   1,375,831 0 62,103
MOBILEYE NV COM N51488117 56,795 1,230,931 SH   SOLE   1,195,279 0 35,652
NXP SEMICONDUCTORS NV COM N6596X109 46,893 598,581 SH   SOLE   574,535 0 24,046
PANDORA MEDIA INC COM 698354107 62,888 5,051,243 SH   SOLE   4,834,313 0 216,930
PERRIGO CO PLC COM G97822103 49,684 547,968 SH   SOLE   532,113 0 15,855
PINNACLE FOODS INC COM 72348P104 33,636 726,631 SH   SOLE   686,770 0 39,861
PULTEGROUP INC COM 745867101 53,260 2,732,664 SH   SOLE   2,653,294 0 79,370
PUMA BIOTECHNOLOGY INC COM 74587V107 14,380 482,707 SH   SOLE   464,014 0 18,693
ROSS STORES INC COM 778296103 37,942 669,285 SH   SOLE   649,496 0 19,789
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 50,505 752,120 SH   SOLE   720,484 0 31,636
SALESFORCE.COM INC COM 79466L302 72,582 914,019 SH   SOLE   878,326 0 35,693
SCHWAB (CHARLES) CORP COM 808513105 43,713 1,727,101 SH   SOLE   1,648,897 0 78,204
VERTEX PHARMACEUTICALS INC COM 92532F100 58,550 680,654 SH   SOLE   653,092 0 27,562
VF CORP COM 918204108 8,890 144,579 SH   SOLE   140,428 0 4,151
VISA INC-CLASS A SHARES COM 92826C839 24,604 331,731 SH   SOLE   322,261 0 9,470
WALT DISNEY CO/THE COM 254687106 57,154 584,273 SH   SOLE   567,253 0 17,020