The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
Abbott Laboratories | Common Stocks | 002824100 | 107,542 | 2,629,380 | SH | SOLE | 1,869,336 | 483,513 | 276,531 | ||
Aegerion Pharmaceuticals | Common Stocks | 00767E102 | 1,180 | 36,765 | SH | SOLE | 28,535 | 0 | 8,230 | ||
Affiliated Managers | Common Stocks | 008252108 | 1,816 | 8,840 | SH | SOLE | 6,865 | 0 | 1,975 | ||
Airbus Group | ADR | 009279100 | 148,016 | 8,836,093 | SH | SOLE | 6,237,880 | 1,674,274 | 923,939 | ||
Alexion Pharmaceuticals | Common Stocks | 015351109 | 248,599 | 1,591,029 | SH | SOLE | 1,255,796 | 204,850 | 130,383 | ||
Altera Corp | Common Stocks | 021441100 | 701 | 20,170 | SH | SOLE | 15,670 | 0 | 4,500 | ||
AMC Networks | Common Stocks | 00164V103 | 1,246 | 20,265 | SH | SOLE | 15,740 | 0 | 4,525 | ||
Artisan Partners Asset Management | Common Stocks | 04316A108 | 1,050 | 18,520 | SH | SOLE | 14,370 | 0 | 4,150 | ||
Aruba Networks | Common Stocks | 043176106 | 717 | 40,910 | SH | SOLE | 31,810 | 0 | 9,100 | ||
Baidu | ADR | 056752108 | 94 | 505 | SH | SOLE | 0 | 0 | 505 | ||
Biogen Idec | Common Stocks | 09062X103 | 166,352 | 527,579 | SH | SOLE | 388,602 | 83,317 | 55,660 | ||
BlackRock | Common Stocks | 09247X101 | 173,244 | 542,063 | SH | SOLE | 398,540 | 90,858 | 52,665 | ||
Bloomin` Brands | Common Stocks | 094235108 | 1,246 | 55,540 | SH | SOLE | 43,135 | 0 | 12,405 | ||
Cadence Design Systems | Common Stocks | 127387108 | 1,422 | 81,330 | SH | SOLE | 64,220 | 0 | 17,110 | ||
Carpenter Technology | Common Stocks | 144285103 | 1,603 | 25,350 | SH | SOLE | 19,690 | 0 | 5,660 | ||
Celgene | Common Stocks | 151020104 | 452,952 | 5,274,254 | SH | SOLE | 4,178,732 | 673,561 | 421,961 | ||
Cognizant Technology Solutions | Common Stocks | 192446102 | 196,857 | 4,024,894 | SH | SOLE | 2,969,116 | 671,717 | 384,061 | ||
Comcast CL A | Common Stocks | 20030N101 | 95,134 | 1,772,234 | SH | SOLE | 1,226,396 | 347,898 | 197,940 | ||
Conn`s | Common Stocks | 208242107 | 483 | 9,775 | SH | SOLE | 7,575 | 0 | 2,200 | ||
Constellation Brands | Common Stocks | 21036P108 | 1,461 | 16,575 | SH | SOLE | 16,575 | 0 | 0 | ||
Discovery Communications | Common Stocks | 25470F104 | 108,248 | 1,457,303 | SH | SOLE | 1,021,441 | 277,372 | 158,490 | ||
Dollar General | Common Stocks | 256677105 | 73,678 | 1,284,474 | SH | SOLE | 915,734 | 225,530 | 143,210 | ||
Dollar Tree | Common Stocks | 256746108 | 967 | 17,765 | SH | SOLE | 13,815 | 0 | 3,950 | ||
eBay | Common Stocks | 278642103 | 79,700 | 1,592,084 | SH | SOLE | 1,111,782 | 305,599 | 174,703 | ||
Ecolab | Common Stocks | 278865100 | 95 | 850 | SH | SOLE | 850 | 0 | 0 | ||
EPAM Systems | Common Stocks | 29414B104 | 1,482 | 33,865 | SH | SOLE | 26,240 | 0 | 7,625 | ||
F5 Networks | Common Stocks | 315616102 | 697 | 6,250 | SH | SOLE | 4,875 | 0 | 1,375 | ||
GNC Holdings | Common Stocks | 36191G107 | 2,797 | 82,035 | SH | SOLE | 74,900 | 0 | 7,135 | ||
Google CL A | Common Stocks | 38259P508 | 112,011 | 191,580 | SH | SOLE | 141,814 | 30,616 | 19,150 | ||
Google CL C | Common Stocks | 38259P706 | 104,100 | 180,956 | SH | SOLE | 133,127 | 29,219 | 18,610 | ||
Harley Davidson | Common Stocks | 412822108 | 876 | 12,545 | SH | SOLE | 9,745 | 0 | 2,800 | ||
HDFC Bank | ADR | 40415F101 | 21,269 | 454,275 | SH | SOLE | 451,575 | 0 | 2,700 | ||
Hexcel | Common Stocks | 428291108 | 1,149 | 28,090 | SH | SOLE | 21,820 | 0 | 6,270 | ||
Home Inns & Hotels Management | ADR | 43713W107 | 1,168 | 34,120 | SH | SOLE | 26,520 | 0 | 7,600 | ||
Hutchison Whampoa | ADR | 448415208 | 548 | 20,050 | SH | SOLE | 20,050 | 0 | 0 | ||
IMS Health Holdings | Common Stocks | 44970B109 | 875 | 34,080 | SH | SOLE | 26,480 | 0 | 7,600 | ||
Invesco | Non-US Incorp.Common Stock | G491BT108 | 137,656 | 3,646,530 | SH | SOLE | 2,680,018 | 614,681 | 351,831 | ||
IPG Photonics | Common Stocks | 44980X109 | 1,585 | 23,035 | SH | SOLE | 17,880 | 0 | 5,155 | ||
iShares Russell 1000 Growth | Exchange Traded Fund | 464287614 | 835 | 9,189 | SH | SOLE | 164 | 3,675 | 5,350 | ||
Julius Baer Group | ADR | 48137C108 | 1,037 | 125,810 | SH | SOLE | 98,235 | 0 | 27,575 | ||
Las Vegas Sands | Common Stocks | 517834107 | 113,369 | 1,487,380 | SH | SOLE | 1,040,438 | 284,342 | 162,600 | ||
LPL Financial Holdings | Common Stocks | 50212V100 | 850 | 17,090 | SH | SOLE | 13,265 | 0 | 3,825 | ||
MasterCard | Common Stocks | 57636Q104 | 132,409 | 1,802,222 | SH | SOLE | 1,321,750 | 306,213 | 174,259 | ||
MGM China | ADR | 55300R101 | 1,123 | 26,955 | SH | SOLE | 20,930 | 0 | 6,025 | ||
Monsanto | Common Stocks | 61166W101 | 287,472 | 2,304,568 | SH | SOLE | 1,823,072 | 293,660 | 187,836 | ||
Monster Beverage | Common Stocks | 611740101 | 175,463 | 2,470,262 | SH | SOLE | 1,914,632 | 334,201 | 221,429 | ||
Movado Group | Common Stocks | 624580106 | 1,514 | 36,345 | SH | SOLE | 28,220 | 0 | 8,125 | ||
Novo Nordisk A/S | ADR | 670100205 | 91 | 1,975 | SH | SOLE | 0 | 0 | 1,975 | ||
NPS Pharmaceuticals | Common Stocks | 62936P103 | 2,613 | 79,075 | SH | SOLE | 61,425 | 0 | 17,650 | ||
Oceaneering International | Common Stocks | 675232102 | 1,397 | 17,875 | SH | SOLE | 13,875 | 0 | 4,000 | ||
Omnicom Group | Common Stocks | 681919106 | 3,841 | 53,930 | SH | SOLE | 44,330 | 0 | 9,600 | ||
Pacira Pharmaceuticals | Common Stocks | 695127100 | 1,957 | 21,305 | SH | SOLE | 16,530 | 0 | 4,775 | ||
Perrigo | Non-US Incorp.Common Stock | G97822103 | 82,042 | 562,852 | SH | SOLE | 396,841 | 105,632 | 60,379 | ||
Precision Castparts | Common Stocks | 740189105 | 113,692 | 450,444 | SH | SOLE | 319,994 | 82,896 | 47,554 | ||
Priceline Group | Common Stocks | 741503403 | 258,346 | 214,751 | SH | SOLE | 169,757 | 27,554 | 17,440 | ||
Regeneron Pharmaceuticals | Common Stocks | 75886F107 | 150,254 | 531,930 | SH | SOLE | 394,256 | 87,540 | 50,134 | ||
Safran | ADR | 786584102 | 79,673 | 4,868,649 | SH | SOLE | 3,502,666 | 877,263 | 488,720 | ||
Salix Pharmaceuticals | Common Stocks | 795435106 | 1,785 | 14,470 | SH | SOLE | 11,230 | 0 | 3,240 | ||
Solarwinds | Common Stocks | 83416B109 | 1,185 | 30,655 | SH | SOLE | 23,830 | 0 | 6,825 | ||
SPDR S&P 500 ETF | Exchange Traded Fund | 78462F103 | 2,564 | 13,101 | SH | SOLE | 2,051 | 0 | 11,050 | ||
Starbucks | Common Stocks | 855244109 | 187,333 | 2,420,946 | SH | SOLE | 1,789,511 | 400,098 | 231,337 | ||
Swatch Group | ADR | 870123106 | 81,473 | 2,698,289 | SH | SOLE | 1,865,633 | 524,461 | 308,195 | ||
Syntel | Common Stocks | 87162H103 | 1,402 | 16,305 | SH | SOLE | 12,660 | 0 | 3,645 | ||
Tencent Holdings | ADR | 88032Q109 | 164,589 | 10,791,748 | SH | SOLE | 7,583,608 | 2,014,853 | 1,193,287 | ||
The Cheesecake Factory | Common Stocks | 163072101 | 1,232 | 26,540 | SH | SOLE | 21,210 | 0 | 5,330 | ||
The Fresh Market | Common Stocks | 35804H106 | 1,025 | 30,630 | SH | SOLE | 23,780 | 0 | 6,850 | ||
Time Warner | Common Stocks | 887317303 | 243,397 | 3,464,721 | SH | SOLE | 2,759,964 | 424,978 | 279,779 | ||
TJX Companies | Common Stocks | 872540109 | 100,428 | 1,889,527 | SH | SOLE | 1,302,765 | 371,868 | 214,894 | ||
UCB SA | ADR | 903480101 | 231 | 5,450 | SH | SOLE | 5,450 | 0 | 0 | ||
Ulta Salon Cosmetics & Fragrance | Common Stocks | 90384S303 | 1,136 | 12,425 | SH | SOLE | 9,650 | 0 | 2,775 | ||
Visa | Common Stocks | 92826C839 | 160,476 | 761,594 | SH | SOLE | 557,427 | 129,864 | 74,303 | ||
Vitamin Shoppe | Common Stocks | 92849E101 | 992 | 23,065 | SH | SOLE | 17,915 | 0 | 5,150 | ||
Waddell & Reed Financial | Common Stocks | 930059100 | 1,192 | 19,050 | SH | SOLE | 14,850 | 0 | 4,200 | ||
Wynn Macau | ADR | 98313R106 | 4,788 | 122,060 | SH | SOLE | 72,119 | 0 | 49,941 | ||
Wynn Resorts | Common Stocks | 983134107 | 124,261 | 598,671 | SH | SOLE | 420,941 | 111,904 | 65,826 | ||
Yum! Brands | Common Stocks | 988498101 | 179,804 | 2,214,338 | SH | SOLE | 1,631,156 | 372,090 | 211,092 | ||
YY Inc | ADR | 98426T106 | 1,637 | 21,680 | SH | SOLE | 15,960 | 0 | 5,720 |