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 |
|
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 | 128,118 | 3,080,501 | SH | SOLE | 2,206,471 | 562,806 | 311,224 | ||
Abbvie | Common Stocks | 00287Y109 | 6,901 | 119,480 | SH | SOLE | 109,380 | 0 | 10,100 | ||
Aegerion Pharmaceuticals | Common Stocks | 00767E102 | 1,423 | 42,620 | SH | SOLE | 32,950 | 0 | 9,670 | ||
Affiliated Managers | Common Stocks | 008252108 | 1,743 | 8,700 | SH | SOLE | 6,725 | 0 | 1,975 | ||
Airbus Group | ADR | 009279100 | 137,192 | 8,721,568 | SH | SOLE | 6,188,056 | 1,642,987 | 890,525 | ||
Alexion Pharmaceuticals | Common Stocks | 015351109 | 264,987 | 1,598,036 | SH | SOLE | 1,274,098 | 201,002 | 122,936 | ||
Alibaba Group Holding | ADR | 01609W102 | 139,497 | 1,570,020 | SH | SOLE | 1,286,938 | 172,475 | 110,607 | ||
Allergan | Common Stocks | 018490102 | 216,933 | 1,217,422 | SH | SOLE | 958,864 | 159,683 | 98,875 | ||
Altera Corp | Common Stocks | 021441100 | 973 | 27,205 | SH | SOLE | 21,030 | 0 | 6,175 | ||
AMC Networks | Common Stocks | 00164V103 | 1,165 | 19,940 | SH | SOLE | 15,415 | 0 | 4,525 | ||
Artisan Partners Asset Management | Common Stocks | 04316A108 | 949 | 18,225 | SH | SOLE | 14,075 | 0 | 4,150 | ||
Autohome | ADR | 05278C107 | 459 | 10,935 | SH | SOLE | 8,460 | 0 | 2,475 | ||
Baidu | ADR | 056752108 | 13,290 | 60,900 | SH | SOLE | 60,395 | 0 | 505 | ||
Biogen Idec | Common Stocks | 09062X103 | 254,502 | 769,328 | SH | SOLE | 623,167 | 88,881 | 57,280 | ||
BlackRock | Common Stocks | 09247X101 | 171,846 | 523,411 | SH | SOLE | 385,013 | 89,112 | 49,286 | ||
Cadence Design Systems | Common Stocks | 127387108 | 1,128 | 65,570 | SH | SOLE | 51,710 | 0 | 13,860 | ||
Carpenter Technology | Common Stocks | 144285103 | 743 | 16,455 | SH | SOLE | 12,720 | 0 | 3,735 | ||
Celgene | Common Stocks | 151020104 | 479,339 | 5,057,388 | SH | SOLE | 4,059,189 | 619,384 | 378,815 | ||
Cognizant Technology Solutions | Common Stocks | 192446102 | 174,150 | 3,889,885 | SH | SOLE | 2,869,874 | 659,202 | 360,809 | ||
Comcast CL A | Common Stocks | 20030N101 | 96,470 | 1,793,784 | SH | SOLE | 1,266,077 | 341,439 | 186,268 | ||
Discovery Communications CL A | Common Stocks | 25470F104 | 55,064 | 1,456,711 | SH | SOLE | 1,028,106 | 275,663 | 152,942 | ||
Discovery Communications CL C | Common Stocks | 25470F302 | 52,592 | 1,410,697 | SH | SOLE | 996,356 | 268,945 | 145,396 | ||
Dollar General | Common Stocks | 256677105 | 77,322 | 1,265,304 | SH | SOLE | 909,146 | 221,221 | 134,937 | ||
Dollar Tree | Common Stocks | 256746108 | 64,024 | 1,141,843 | SH | SOLE | 812,190 | 209,214 | 120,439 | ||
Ecolab | Common Stocks | 278865100 | 98 | 850 | SH | SOLE | 850 | 0 | 0 | ||
EPAM Systems | Common Stocks | 29414B104 | 1,461 | 33,375 | SH | SOLE | 25,750 | 0 | 7,625 | ||
Expeditors International | Common Stocks | 302130109 | 443 | 10,910 | SH | SOLE | 8,435 | 0 | 2,475 | ||
F5 Networks | Common Stocks | 315616102 | 943 | 7,945 | SH | SOLE | 6,145 | 0 | 1,800 | ||
GNC Holdings | Common Stocks | 36191G107 | 2,725 | 70,335 | SH | SOLE | 63,200 | 0 | 7,135 | ||
Google CL A | Common Stocks | 38259P508 | 114,013 | 193,763 | SH | SOLE | 144,389 | 30,610 | 18,764 | ||
Google CL C | Common Stocks | 38259P706 | 98,142 | 169,983 | SH | SOLE | 125,056 | 28,032 | 16,895 | ||
Harman International | Common Stocks | 413086109 | 840 | 8,570 | SH | SOLE | 6,645 | 0 | 1,925 | ||
HDFC Bank | ADR | 40415F101 | 21,160 | 454,275 | SH | SOLE | 451,575 | 0 | 2,700 | ||
Hexcel | Common Stocks | 428291108 | 1,098 | 27,645 | SH | SOLE | 21,375 | 0 | 6,270 | ||
Home Inns & Hotels Management | ADR | 43713W107 | 973 | 33,575 | SH | SOLE | 25,975 | 0 | 7,600 | ||
IMS Health Holdings | Common Stocks | 44970B109 | 878 | 33,535 | SH | SOLE | 25,935 | 0 | 7,600 | ||
Invesco | Non-US Incorp.Common Stock | G491BT108 | 142,055 | 3,598,151 | SH | SOLE | 2,664,444 | 602,943 | 330,764 | ||
IPG Photonics | Common Stocks | 44980X109 | 1,559 | 22,670 | SH | SOLE | 17,515 | 0 | 5,155 | ||
iShares Russell 1000 Growth | Exchange Traded Fund | 464287614 | 717 | 7,812 | SH | SOLE | 116 | 3,346 | 4,350 | ||
Julius Baer Group | ADR | 48137C108 | 1,107 | 123,472 | SH | SOLE | 95,897 | 0 | 27,575 | ||
Las Vegas Sands | Common Stocks | 517834107 | 90,987 | 1,462,555 | SH | SOLE | 1,030,665 | 279,009 | 152,881 | ||
LPL Financial Holdings | Common Stocks | 50212V100 | 775 | 16,820 | SH | SOLE | 12,995 | 0 | 3,825 | ||
MasterCard | Common Stocks | 57636Q104 | 131,421 | 1,777,869 | SH | SOLE | 1,313,508 | 300,458 | 163,903 | ||
MGM China | ADR | 55300R101 | 1,122 | 32,490 | SH | SOLE | 25,115 | 0 | 7,375 | ||
Monsanto | Common Stocks | 61166W101 | 147,373 | 1,309,873 | SH | SOLE | 976,233 | 217,451 | 116,189 | ||
Monster Beverage | Common Stocks | 611740101 | 225,545 | 2,460,392 | SH | SOLE | 1,929,180 | 327,979 | 203,233 | ||
Movado Group | Common Stocks | 624580106 | 799 | 24,170 | SH | SOLE | 18,670 | 0 | 5,500 | ||
Novo Nordisk A/S | ADR | 670100205 | 94 | 1,975 | SH | SOLE | 0 | 0 | 1,975 | ||
NPS Pharmaceuticals | Common Stocks | 62936P103 | 2,024 | 77,815 | SH | SOLE | 60,165 | 0 | 17,650 | ||
NXP Semiconductors | Non-US Prime Listing | N6596X109 | 13,127 | 191,830 | SH | SOLE | 190,310 | 0 | 1,520 | ||
Oceaneering International | Common Stocks | 675232102 | 1,146 | 17,590 | SH | SOLE | 13,590 | 0 | 4,000 | ||
Pacira Pharmaceuticals | Common Stocks | 695127100 | 2,032 | 20,965 | SH | SOLE | 16,190 | 0 | 4,775 | ||
Perrigo | Non-US Incorp.Common Stock | G97822103 | 110,700 | 737,059 | SH | SOLE | 518,442 | 140,555 | 78,062 | ||
Precision Castparts | Common Stocks | 740189105 | 179,351 | 757,137 | SH | SOLE | 537,788 | 141,839 | 77,510 | ||
Priceline Group | Common Stocks | 741503403 | 250,214 | 215,966 | SH | SOLE | 172,317 | 27,039 | 16,610 | ||
Qihoo 360 Technology | ADR | 74734M109 | 51 | 760 | SH | SOLE | 0 | 0 | 760 | ||
Regeneron Pharmaceuticals | Common Stocks | 75886F107 | 187,560 | 520,247 | SH | SOLE | 387,127 | 85,905 | 47,215 | ||
Safran | ADR | 786584102 | 76,802 | 4,735,031 | SH | SOLE | 3,411,662 | 860,955 | 462,414 | ||
Salix Pharmaceuticals | Common Stocks | 795435106 | 2,225 | 14,240 | SH | SOLE | 11,000 | 0 | 3,240 | ||
SEI Investments | Common Stocks | 784117103 | 1,104 | 30,535 | SH | SOLE | 23,610 | 0 | 6,925 | ||
Solarwinds | Common Stocks | 83416B109 | 1,268 | 30,165 | SH | SOLE | 23,340 | 0 | 6,825 | ||
SPDR S&P 500 ETF | Exchange Traded Fund | 78462F103 | 2,581 | 13,101 | SH | SOLE | 2,051 | 0 | 11,050 | ||
Starbucks | Common Stocks | 855244109 | 174,785 | 2,316,268 | SH | SOLE | 1,706,195 | 392,615 | 217,458 | ||
Syntel | Common Stocks | 87162H103 | 907 | 10,310 | SH | SOLE | 7,965 | 0 | 2,345 | ||
Tencent Holdings | ADR | 88032Q109 | 158,239 | 10,639,686 | SH | SOLE | 7,522,478 | 1,977,261 | 1,139,947 | ||
The Cheesecake Factory | Common Stocks | 163072101 | 1,188 | 26,100 | SH | SOLE | 20,770 | 0 | 5,330 | ||
The Fresh Market | Common Stocks | 35804H106 | 1,053 | 30,140 | SH | SOLE | 23,290 | 0 | 6,850 | ||
Time Warner | Common Stocks | 887317303 | 119,585 | 1,590,014 | SH | SOLE | 1,177,780 | 250,966 | 161,268 | ||
Ulta Salon Cosmetics & Fragrance | Common Stocks | 90384S303 | 1,445 | 12,225 | SH | SOLE | 9,450 | 0 | 2,775 | ||
Visa | Common Stocks | 92826C839 | 159,894 | 749,370 | SH | SOLE | 552,236 | 127,434 | 69,700 | ||
Vitamin Shoppe | Common Stocks | 92849E101 | 1,008 | 22,700 | SH | SOLE | 17,550 | 0 | 5,150 | ||
Waddell & Reed Financial | Common Stocks | 930059100 | 955 | 18,470 | SH | SOLE | 14,270 | 0 | 4,200 | ||
Wynn Macau | ADR | 98313R106 | 3,852 | 121,110 | SH | SOLE | 72,419 | 0 | 48,691 | ||
Wynn Resorts | Common Stocks | 983134107 | 110,160 | 588,837 | SH | SOLE | 417,132 | 109,805 | 61,900 | ||
Yandex | Non-US Prime Listing | N97284108 | 12,511 | 450,100 | SH | SOLE | 436,840 | 0 | 13,260 | ||
Yum! Brands | Common Stocks | 988498101 | 133,316 | 1,852,118 | SH | SOLE | 1,316,251 | 345,321 | 190,546 | ||
YY Inc | ADR | 98426T106 | 1,599 | 21,355 | SH | SOLE | 15,635 | 0 | 5,720 |