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 |
58.COM INC. SPONSORED ADR CLAS | COM | 31680Q104 | 6 | 125 | SH | SOLE | 125 | 0 | 0 | ||
ACADIA HEALTHCARE CO INC | COM | 00404A109 | 14,530 | 319,361 | SH | SOLE | 185,218 | 0 | 134,143 | ||
ACADIA PHARMACEUTICALS INC. | COM | 004225108 | 9,497 | 420,411 | SH | SOLE | 262,631 | 0 | 157,780 | ||
ACTAVIS PLC | COM | G0083B108 | 5 | 23 | SH | SOLE | 23 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 555 | 7,675 | SH | SOLE | 7,675 | 0 | 0 | ||
AERCAP HOLDINGS NV | COM | N00985106 | 4 | 96 | SH | SOLE | 96 | 0 | 0 | ||
AEROVIRONMENT, INC. | COM | 008073108 | 2,458 | 77,299 | SH | SOLE | 47,634 | 0 | 29,665 | ||
ALEXION PHARMACEUTICALS, INC. | COM | 015351109 | 228 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
ALKERMES INC COM | COM | G01767105 | 3,852 | 76,540 | SH | SOLE | 15,025 | 0 | 61,515 | ||
ALNYLAM PHARMACEUTICALS, INC | COM | 02043Q107 | 8,190 | 129,653 | SH | SOLE | 60,258 | 0 | 69,395 | ||
AMAZON.COM, INC. | COM | 023135106 | 8,512 | 26,211 | SH | SOLE | 9,096 | 0 | 17,115 | ||
AMERICAN TOWER CORPORATION | COM | 03027X100 | 1,925 | 21,395 | SH | SOLE | 4,845 | 0 | 16,550 | ||
AMKOR TECHNOLOGY, INC. | COM | 031652100 | 4 | 375 | SH | SOLE | 375 | 0 | 0 | ||
APPLE INC. | COM | 037833100 | 11,652 | 125,386 | SH | SOLE | 46,119 | 0 | 79,267 | ||
APPLIED MATERIALS, INC. | COM | 038222105 | 7,736 | 343,103 | SH | SOLE | 116,768 | 0 | 226,335 | ||
ARRIS GROUP, INC. | COM | 04270V106 | 9,192 | 282,590 | SH | SOLE | 160,880 | 0 | 121,710 | ||
ASPEN TECHNOLOGY, INC. | COM | 045327103 | 3 | 78 | SH | SOLE | 78 | 0 | 0 | ||
ASTEC INDUSTRIES, INC. | COM | 046224101 | 6,340 | 144,490 | SH | SOLE | 89,035 | 0 | 55,455 | ||
ATHENAHEALTH, INC. | COM | 04685W103 | 7,626 | 60,945 | SH | SOLE | 17,303 | 0 | 43,642 | ||
ATHLON ENERGY, INC. | COM | 047477104 | 11,157 | 233,917 | SH | SOLE | 125,452 | 0 | 108,465 | ||
AVAGO TECHNOLOGIES LIMITED | COM | Y0486S104 | 1,999 | 27,750 | SH | SOLE | 6,050 | 0 | 21,700 | ||
BAIDU, INC. SPONSORED ADR CLAS | COM | 056752108 | 300 | 1,610 | SH | SOLE | 1,610 | 0 | 0 | ||
BENEFITFOCUS, INC. | COM | 08180D106 | 12,179 | 263,510 | SH | SOLE | 163,630 | 0 | 99,880 | ||
BERRY PLASTICS GROUP INC. | COM | 08579W103 | 6,100 | 236,452 | SH | SOLE | 145,782 | 0 | 90,670 | ||
BIOGEN IDEC INC. | COM | 09062X103 | 420 | 1,335 | SH | SOLE | 1,335 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC. | COM | 09061G101 | 659 | 10,595 | SH | SOLE | 4,325 | 0 | 6,270 | ||
BLACKSTONE GROUP LP | COM | 09253U108 | 5 | 165 | SH | SOLE | 165 | 0 | 0 | ||
BLUEBIRD BIO, INC. | COM | 09609G100 | 1,986 | 51,495 | SH | SOLE | 31,740 | 0 | 19,755 | ||
BROADCOM CORPORATION CLASS A | COM | 111320107 | 3 | 99 | SH | SOLE | 99 | 0 | 0 | ||
BROOKDALE SENIOR LIVING INC. | COM | 112463104 | 1,387 | 41,622 | SH | SOLE | 12,652 | 0 | 28,970 | ||
BROWN SHOE COMPANY, INC. | COM | 115736100 | 3 | 131 | SH | SOLE | 131 | 0 | 0 | ||
BUFFALO WILD WINGS, INC. | COM | 119848109 | 826 | 4,990 | SH | SOLE | 1,510 | 0 | 3,480 | ||
CALLAWAY GOLF COMPANY | COM | 131193104 | 2,985 | 358,866 | SH | SOLE | 221,273 | 0 | 137,593 | ||
CALLIDUS SOFTWARE INC. | COM | 13123E500 | 2,966 | 248,434 | SH | SOLE | 153,086 | 0 | 95,348 | ||
CANADIAN SOLAR INC. | COM | 136635109 | 16,975 | 543,040 | SH | SOLE | 340,730 | 0 | 202,310 | ||
CARBO CERAMICS INC. | COM | 140781105 | 5,211 | 33,815 | SH | SOLE | 5,125 | 0 | 28,690 | ||
CAVIUM, INC. | COM | 14964U108 | 22,168 | 446,405 | SH | SOLE | 252,335 | 0 | 194,070 | ||
CEPHEID | COM | 15670R107 | 18,062 | 376,777 | SH | SOLE | 195,645 | 0 | 181,132 | ||
CERNER CORPORATION | COM | 156782104 | 342 | 6,635 | SH | SOLE | 6,635 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL, INC. | COM | 169656105 | 6,476 | 10,931 | SH | SOLE | 2,638 | 0 | 8,293 | ||
CHUY'S HOLDINGS INC | COM | 171604101 | 7,162 | 197,304 | SH | SOLE | 121,592 | 0 | 75,712 | ||
CONCHO RESOURCES INC. | COM | 20605P101 | 2,090 | 14,469 | SH | SOLE | 7,402 | 0 | 7,067 | ||
CONCUR TECHNOLOGIES, INC. | COM | 206708109 | 7,210 | 77,247 | SH | SOLE | 22,826 | 0 | 54,421 | ||
CORNERSTONE ONDEMAND, INC. | COM | 21925Y103 | 6,091 | 132,365 | SH | SOLE | 81,565 | 0 | 50,800 | ||
COSTAR GROUP, INC. | COM | 22160N109 | 445 | 2,815 | SH | SOLE | 38 | 0 | 2,777 | ||
CRAY INC. | COM | 225223304 | 4,721 | 177,508 | SH | SOLE | 109,392 | 0 | 68,116 | ||
DECKERS OUTDOOR CORPORATION | COM | 243537107 | 10,734 | 124,342 | SH | SOLE | 64,832 | 0 | 59,510 | ||
DEL FRISCO'S RESTAURANT GROUP | COM | 245077102 | 11,157 | 404,860 | SH | SOLE | 249,463 | 0 | 155,397 | ||
DELTA AIR LINES, INC. | COM | 247361702 | 3,796 | 98,047 | SH | SOLE | 22,157 | 0 | 75,890 | ||
DEMANDWARE, INC. | COM | 24802Y105 | 31,672 | 456,579 | SH | SOLE | 285,696 | 0 | 170,883 | ||
DEXCOM, INC. | COM | 252131107 | 33,333 | 840,488 | SH | SOLE | 481,500 | 0 | 358,988 | ||
DISH NETWORK CORP | COM | 25470M109 | 3 | 55 | SH | SOLE | 55 | 0 | 0 | ||
DYAX CORP. | COM | 26746E103 | 7,033 | 732,672 | SH | SOLE | 451,453 | 0 | 281,219 | ||
E*TRADE FINANCIAL CORP COM | COM | 269246401 | 2 | 136 | SH | SOLE | 136 | 0 | 0 | ||
ELECTRONIC ARTS INC. | COM | 285512109 | 3,352 | 93,470 | SH | SOLE | 24,310 | 0 | 69,160 | ||
ENERGIZER HOLDINGS, INC. | COM | 29266R108 | 3 | 29 | SH | SOLE | 29 | 0 | 0 | ||
ENVESTNET, INC. | COM | 29404K106 | 20,630 | 421,722 | SH | SOLE | 260,967 | 0 | 160,755 | ||
ENVISION HEALTHCARE HOLDINGS, | COM | 29413U103 | 1,584 | 44,128 | SH | SOLE | 13,574 | 0 | 30,554 | ||
EQT MIDSTREAM PARTNERS LP | COM | 26885B100 | 6 | 64 | SH | SOLE | 64 | 0 | 0 | ||
EXACT SCIENCES CORPORATION | COM | 30063P105 | 6,523 | 383,059 | SH | SOLE | 236,069 | 0 | 146,990 | ||
FACEBOOK, INC. CLASS A | COM | 30303M102 | 14,141 | 210,154 | SH | SOLE | 70,708 | 0 | 139,446 | ||
FAIRCHILD SEMICONDUCTOR INTERN | COM | 303726103 | 7,708 | 494,165 | SH | SOLE | 305,285 | 0 | 188,880 | ||
FIESTA RESTAURANT GROUP INC. | COM | 31660B101 | 11,425 | 246,189 | SH | SOLE | 151,689 | 0 | 94,500 | ||
FINANCIAL ENGINES, INC. | COM | 317485100 | 14,318 | 316,213 | SH | SOLE | 188,342 | 0 | 127,871 | ||
FIREEYE, INC. | COM | 31816Q101 | 4,986 | 122,981 | SH | SOLE | 25,076 | 0 | 97,905 | ||
FLOTEK INDUSTRIES, INC. | COM | 343389102 | 18,734 | 582,543 | SH | SOLE | 358,901 | 0 | 223,642 | ||
FLUIDIGM CORPORATION | COM | 34385P108 | 3,035 | 103,261 | SH | SOLE | 63,859 | 0 | 39,402 | ||
FOREST LABORATORIES, INC. | COM | 345838106 | 3 | 38 | SH | SOLE | 38 | 0 | 0 | ||
FOUNDATION MEDICINE, INC. | COM | 350465100 | 278 | 10,346 | SH | SOLE | 10,346 | 0 | 0 | ||
FREESCALE SEMICONDUCTOR INC | COM | G3727Q101 | 4,192 | 178,400 | SH | SOLE | 26,330 | 0 | 152,070 | ||
G-III APPAREL GROUP LTD | COM | 36237H101 | 11,290 | 138,259 | SH | SOLE | 85,200 | 0 | 53,059 | ||
GENCORP INC. | COM | 368682100 | 3,264 | 170,924 | SH | SOLE | 105,141 | 0 | 65,783 | ||
GENTHERM INC. | COM | 37253A103 | 10,485 | 235,885 | SH | SOLE | 145,370 | 0 | 90,515 | ||
GENWORTH FINANCIAL INC | COM | 37247D106 | 4 | 285 | SH | SOLE | 285 | 0 | 0 | ||
GILEAD SCIENCES, INC. | COM | 375558103 | 3,009 | 36,294 | SH | SOLE | 9,454 | 0 | 26,840 | ||
GNC HOLDINGS, INC. CLASS A | COM | 36191G107 | 2 | 83 | SH | SOLE | 83 | 0 | 0 | ||
GOODRICH PETROLEUM CORPORATION | COM | 382410405 | 12,780 | 463,052 | SH | SOLE | 286,838 | 0 | 176,214 | ||
GOOGLE INC CLASS C | COM | 38259P706 | 4,950 | 8,605 | SH | SOLE | 3,226 | 0 | 5,379 | ||
GOOGLE INC. CLASS A | COM | 38259P508 | 8,532 | 14,593 | SH | SOLE | 4,973 | 0 | 9,620 | ||
GRAND CANYON EDUCATION, INC. | COM | 38526M106 | 9,662 | 210,199 | SH | SOLE | 129,516 | 0 | 80,683 | ||
GROUPON, INC. CLASS A | COM | 399473107 | 259 | 39,180 | SH | SOLE | 0 | 0 | 39,180 | ||
GT ADVANCED TECHNOLOGIES INC. | COM | 36191U106 | 20,316 | 1,092,296 | SH | SOLE | 648,743 | 0 | 443,553 | ||
GUIDEWIRE SOFTWARE, INC. | COM | 40171V100 | 4,248 | 104,494 | SH | SOLE | 64,425 | 0 | 40,069 | ||
HALCON RESOURCES CORPORATION | COM | 40537Q209 | 1,199 | 164,482 | SH | SOLE | 50,407 | 0 | 114,075 | ||
HALLIBURTON COMPANY | COM | 406216101 | 682 | 9,615 | SH | SOLE | 9,615 | 0 | 0 | ||
HANESBRANDS INC. | COM | 410345102 | 4 | 48 | SH | SOLE | 48 | 0 | 0 | ||
HARLEY-DAVIDSON INC | COM | 412822108 | 3 | 48 | SH | SOLE | 48 | 0 | 0 | ||
HCA HOLDINGS INC | COM | 40412C101 | 467 | 8,285 | SH | SOLE | 8,285 | 0 | 0 | ||
HEADWATERS INC. | COM | 42210P102 | 9,598 | 691,045 | SH | SOLE | 425,839 | 0 | 265,206 | ||
HORNBECK OFFSHORE SERVICES, IN | COM | 440543106 | 6,171 | 131,523 | SH | SOLE | 80,878 | 0 | 50,645 | ||
ICON PLC | COM | G4705A100 | 10,132 | 215,077 | SH | SOLE | 132,515 | 0 | 82,562 | ||
ILLUMINA, INC. | COM | 452327109 | 13,280 | 74,382 | SH | SOLE | 27,137 | 0 | 47,245 | ||
INSULET CORPORATION CMN | COM | 45784P101 | 26,925 | 678,731 | SH | SOLE | 398,035 | 0 | 280,696 | ||
INTERMUNE, INC. | COM | 45884X103 | 8,129 | 184,130 | SH | SOLE | 91,585 | 0 | 92,545 | ||
INTUITIVE SURGICAL, INC. | COM | 46120E602 | 63 | 154 | SH | SOLE | 154 | 0 | 0 | ||
IROBOT CORPORATION CMN | COM | 462726100 | 18,030 | 440,295 | SH | SOLE | 277,425 | 0 | 162,870 | ||
JANUS CAPITAL GROUP INC. | COM | 47102X105 | 5,558 | 445,415 | SH | SOLE | 274,560 | 0 | 170,855 | ||
JETBLUE AIRWAYS CORPORATION | COM | 477143101 | 7,987 | 736,160 | SH | SOLE | 453,620 | 0 | 282,540 | ||
JOHNSON CONTROLS, INC. | COM | 478366107 | 349 | 7,005 | SH | SOLE | 7,005 | 0 | 0 | ||
KATE SPADE & CO | COM | 485865109 | 4,021 | 105,438 | SH | SOLE | 14,443 | 0 | 90,995 | ||
KEURIG GREEN MOUNTAIN, INC. | COM | 49271M100 | 15,124 | 121,378 | SH | SOLE | 45,009 | 0 | 76,369 | ||
KKR & CO LP | COM | 48248M102 | 1,963 | 80,707 | SH | SOLE | 11,442 | 0 | 69,265 | ||
LAM RESEARCH CORPORATION | COM | 512807108 | 2,584 | 38,240 | SH | SOLE | 11,610 | 0 | 26,630 | ||
LATTICE SEMICONDUCTOR CORPORAT | COM | 518415104 | 8,021 | 972,257 | SH | SOLE | 599,125 | 0 | 373,132 | ||
LAZARD LTD | COM | G54050102 | 86 | 1,670 | SH | SOLE | 0 | 0 | 1,670 | ||
LEVEL 3 COMMUNICATIONS, INC. | COM | 52729N308 | 1,734 | 39,493 | SH | SOLE | 17,458 | 0 | 22,035 | ||
LINKEDIN CORPORATION CLASS A | COM | 53578A108 | 67 | 396 | SH | SOLE | 396 | 0 | 0 | ||
MALLINCKRODT PLC | COM | G5785G107 | 4 | 53 | SH | SOLE | 53 | 0 | 0 | ||
MEDIDATA SOLUTIONS, INC. | COM | 58471A105 | 20,215 | 472,208 | SH | SOLE | 290,959 | 0 | 181,249 | ||
MEDIVATION, INC. | COM | 58501N101 | 1,065 | 13,820 | SH | SOLE | 5,500 | 0 | 8,320 | ||
MEMORIAL RESOURCE DEVELOPMENT | COM | 58605Q109 | 670 | 27,520 | SH | SOLE | 8,325 | 0 | 19,195 | ||
MERITOR, INC. | COM | 59001K100 | 3 | 250 | SH | SOLE | 250 | 0 | 0 | ||
METHANEX CORPORATION | COM | 59151K108 | 2,328 | 37,696 | SH | SOLE | 4,161 | 0 | 33,535 | ||
MICHAEL KORS HOLDINGS LTD | COM | G60754101 | 4 | 49 | SH | SOLE | 49 | 0 | 0 | ||
MICRON TECHNOLOGY, INC. | COM | 595112103 | 3,194 | 96,958 | SH | SOLE | 36,993 | 0 | 59,965 | ||
MOBILE MINI INC. | COM | 60740F105 | 9,793 | 204,500 | SH | SOLE | 126,000 | 0 | 78,500 | ||
MOLINA HEALTHCARE, INC. | COM | 60855R100 | 7,006 | 156,989 | SH | SOLE | 96,779 | 0 | 60,210 | ||
MOLSON COORS BREWING CO. CL B | COM | 60871R209 | 3 | 50 | SH | SOLE | 50 | 0 | 0 | ||
MONOLITHIC POWER SYSTEMS, INC. | COM | 609839105 | 16,698 | 394,304 | SH | SOLE | 242,729 | 0 | 151,575 | ||
MONSANTO COMPANY | COM | 61166W101 | 3 | 28 | SH | SOLE | 28 | 0 | 0 | ||
MORGAN STANLEY | COM | 617446448 | 515 | 15,959 | SH | SOLE | 15,959 | 0 | 0 | ||
MUELLER WATER PRODUCTS, INC. C | COM | 624758108 | 3,804 | 440,333 | SH | SOLE | 271,483 | 0 | 168,850 | ||
MYRIAD GENETICS, INC. | COM | 62855J104 | 6,978 | 179,314 | SH | SOLE | 111,854 | 0 | 67,460 | ||
NANOSTRING TECHNOLOGIES, INC. | COM | 63009R109 | 120 | 8,069 | SH | SOLE | 8,069 | 0 | 0 | ||
NCI BUILDING SYSTEMS, INC. | COM | 628852204 | 9,420 | 484,863 | SH | SOLE | 298,673 | 0 | 186,190 | ||
NETFLIX, INC. | COM | 64110L106 | 4,425 | 10,044 | SH | SOLE | 2,745 | 0 | 7,299 | ||
NETSUITE INC. | COM | 64118Q107 | 30,668 | 352,999 | SH | SOLE | 178,012 | 0 | 174,987 | ||
NEWFIELD EXPLORATION CO. | COM | 651290108 | 4 | 107 | SH | SOLE | 107 | 0 | 0 | ||
NORDSTROM, INC. | COM | 655664100 | 3 | 49 | SH | SOLE | 49 | 0 | 0 | ||
NOVADAQ TECHNOLOGIES INC. | COM | 66987G102 | 12,803 | 776,887 | SH | SOLE | 484,466 | 0 | 292,421 | ||
NPS PHARMACEUTICALS, INC. | COM | 62936P103 | 9,370 | 283,536 | SH | SOLE | 177,432 | 0 | 106,104 | ||
NXP SEMICONDUCTORS NV | COM | N6596X109 | 4,875 | 73,675 | SH | SOLE | 19,945 | 0 | 53,730 | ||
OMEROS CORPORATION | COM | 682143102 | 2,614 | 150,275 | SH | SOLE | 95,815 | 0 | 54,460 | ||
OMNIVISION TECHNOLOGIES, INC. | COM | 682128103 | 3 | 150 | SH | SOLE | 150 | 0 | 0 | ||
OPHTHOTECH CORP. | COM | 683745103 | 2,045 | 48,355 | SH | SOLE | 29,800 | 0 | 18,555 | ||
PACIRA PHARMACEUTICALS INC. | COM | 695127100 | 7,624 | 83,005 | SH | SOLE | 51,155 | 0 | 31,850 | ||
PALO ALTO NETWORKS, INC. | COM | 697435105 | 4,685 | 55,881 | SH | SOLE | 12,756 | 0 | 43,125 | ||
PANDORA MEDIA, INC. | COM | 698354107 | 4,299 | 145,730 | SH | SOLE | 29,923 | 0 | 115,807 | ||
PAYLOCITY HOLDING CORP. | COM | 70438V106 | 5,739 | 265,333 | SH | SOLE | 163,519 | 0 | 101,814 | ||
PDC ENERGY INC | COM | 69327R101 | 9,288 | 147,085 | SH | SOLE | 90,583 | 0 | 56,502 | ||
PIONEER NATURAL RESOURCES COMP | COM | 723787107 | 10,859 | 47,254 | SH | SOLE | 16,796 | 0 | 30,458 | ||
POLARIS INDUSTRIES INC. | COM | 731068102 | 561 | 4,313 | SH | SOLE | 1,319 | 0 | 2,994 | ||
PRECISION DRILLING CORPORATION | COM | 74022D308 | 3,754 | 265,117 | SH | SOLE | 39,287 | 0 | 225,830 | ||
PRICELINE.COM INCORPORATED | COM | 741503403 | 469 | 390 | SH | SOLE | 390 | 0 | 0 | ||
PROTO LABS, INC. | COM | 743713109 | 14,661 | 178,979 | SH | SOLE | 111,537 | 0 | 67,442 | ||
QIHOO 360 TECHNOLOGY CO., LTD. | COM | 74734M109 | 1,671 | 18,165 | SH | SOLE | 5,890 | 0 | 12,275 | ||
RENTRAK CORPORATION | COM | 760174102 | 1,306 | 24,900 | SH | SOLE | 15,415 | 0 | 9,485 | ||
REPLIGEN CORPORATION | COM | 759916109 | 4,858 | 213,199 | SH | SOLE | 131,385 | 0 | 81,814 | ||
RESTORATION HARDWARE HOLDINGS, | COM | 761283100 | 44,472 | 477,944 | SH | SOLE | 251,914 | 0 | 226,030 | ||
ROBERT HALF INTERNATIONAL INC. | COM | 770323103 | 925 | 19,389 | SH | SOLE | 5,909 | 0 | 13,480 | ||
ROCKWOOD HOLDINGS, INC. CMN | COM | 774415103 | 2,095 | 27,571 | SH | SOLE | 3,821 | 0 | 23,750 | ||
SALESFORCE.COM, INC. | COM | 79466L302 | 5,821 | 100,233 | SH | SOLE | 27,682 | 0 | 72,551 | ||
SALIX PHARMACEUTICALS, LTD. | COM | 795435106 | 1,642 | 13,315 | SH | SOLE | 4,030 | 0 | 9,285 | ||
SANDISK CORPORATION | COM | 80004C101 | 2,418 | 23,160 | SH | SOLE | 4,600 | 0 | 18,560 | ||
SANGAMO BIOSCIENCES, INC. | COM | 800677106 | 5,245 | 343,510 | SH | SOLE | 211,696 | 0 | 131,814 | ||
SERVICENOW, INC. | COM | 81762P102 | 11,388 | 183,810 | SH | SOLE | 62,080 | 0 | 121,730 | ||
SHUTTERFLY, INC. | COM | 82568P304 | 2,484 | 57,704 | SH | SOLE | 35,555 | 0 | 22,149 | ||
SHUTTERSTOCK INC. | COM | 825690100 | 12,974 | 156,352 | SH | SOLE | 89,274 | 0 | 67,078 | ||
SKYWORKS SOLUTIONS, INC. | COM | 83088M102 | 4,664 | 99,332 | SH | SOLE | 15,427 | 0 | 83,905 | ||
SMITH & WESSON HOLDING CORPORA | COM | 831756101 | 3 | 250 | SH | SOLE | 250 | 0 | 0 | ||
SOLARCITY CORP. | COM | 83416T100 | 13,541 | 191,809 | SH | SOLE | 58,309 | 0 | 133,500 | ||
SPANSION INC. CLASS A | COM | 84649R200 | 11,424 | 542,211 | SH | SOLE | 335,827 | 0 | 206,384 | ||
SPIRIT REALTY CAPITAL INC. | COM | 84860W102 | 3 | 300 | SH | SOLE | 300 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 1,639 | 29,625 | SH | SOLE | 7,125 | 0 | 22,500 | ||
STAAR SURGICAL COMPANY | COM | 852312305 | 5,053 | 300,808 | SH | SOLE | 185,339 | 0 | 115,469 | ||
STARBUCKS CORPORATION | COM | 855244109 | 192 | 2,490 | SH | SOLE | 0 | 0 | 2,490 | ||
STRATASYS LTD. | COM | M85548101 | 4,116 | 36,224 | SH | SOLE | 5,527 | 0 | 30,697 | ||
STRATEGIC HOTELS & RESORTS, IN | COM | 86272T106 | 9,454 | 807,411 | SH | SOLE | 497,681 | 0 | 309,730 | ||
SUNPOWER CORP COM CL A | COM | 867652406 | 510 | 12,446 | SH | SOLE | 12,446 | 0 | 0 | ||
SUPER MICRO COMPUTER INC | COM | 86800U104 | 13,355 | 528,510 | SH | SOLE | 331,525 | 0 | 196,985 | ||
SWIFT TRANSPORTATION COMPANY C | COM | 87074U101 | 9,450 | 374,561 | SH | SOLE | 206,561 | 0 | 168,000 | ||
SYNAPTICS INCORPORATED | COM | 87157D109 | 3 | 41 | SH | SOLE | 41 | 0 | 0 | ||
SYNERGY RESOURCES CORPORATION | COM | 87164P103 | 7,830 | 590,966 | SH | SOLE | 364,677 | 0 | 226,289 | ||
TABLEAU SOFTWARE, INC. | COM | 87336U105 | 6,116 | 85,750 | SH | SOLE | 22,063 | 0 | 63,687 | ||
TESLA MOTORS, INC. | COM | 88160R101 | 24,454 | 101,868 | SH | SOLE | 45,395 | 0 | 56,473 | ||
THE BOEING COMPANY | COM | 097023105 | 524 | 4,125 | SH | SOLE | 4,125 | 0 | 0 | ||
THE CHARLES SCHWAB CORPORATION | COM | 808513105 | 511 | 19,010 | SH | SOLE | 19,010 | 0 | 0 | ||
THE DOW CHEMICAL COMPANY | COM | 260543103 | 579 | 11,255 | SH | SOLE | 11,255 | 0 | 0 | ||
THE GOODYEAR TIRE & RUBBER COM | COM | 382550101 | 3,038 | 109,394 | SH | SOLE | 16,319 | 0 | 93,075 | ||
THE HOME DEPOT, INC. | COM | 437076102 | 230 | 2,846 | SH | SOLE | 2,846 | 0 | 0 | ||
THE ULTIMATE SOFTWARE GROUP, I | COM | 90385D107 | 12,865 | 93,112 | SH | SOLE | 44,428 | 0 | 48,684 | ||
THE WENDY'S CO | COM | 95058W100 | 2 | 305 | SH | SOLE | 305 | 0 | 0 | ||
TIFFANY & CO. | COM | 886547108 | 3 | 35 | SH | SOLE | 35 | 0 | 0 | ||
TRIPADVISOR, INC. | COM | 896945201 | 3,858 | 35,510 | SH | SOLE | 5,225 | 0 | 30,285 | ||
TUPPERWARE BRANDS CORPORATION | COM | 899896104 | 2 | 34 | SH | SOLE | 34 | 0 | 0 | ||
TUTOR PERINI CORP. | COM | 901109108 | 9,967 | 314,023 | SH | SOLE | 193,418 | 0 | 120,605 | ||
U.S. SILICA HOLDINGS INC | COM | 90346E103 | 19,956 | 359,969 | SH | SOLE | 199,120 | 0 | 160,849 | ||
UBIQUITI NETWORKS, INC. | COM | 90347A100 | 3 | 70 | SH | SOLE | 70 | 0 | 0 | ||
UNDER ARMOUR, INC. CLASS A | COM | 904311107 | 1,175 | 19,768 | SH | SOLE | 9,608 | 0 | 10,160 | ||
UNITED CONTINENTAL HOLDINGS, I | COM | 910047109 | 290 | 7,085 | SH | SOLE | 7,085 | 0 | 0 | ||
UNITED RENTALS, INC. | COM | 911363109 | 6,581 | 62,842 | SH | SOLE | 11,797 | 0 | 51,045 | ||
VANDA PHARMACEUTICALS INC. | COM | 921659108 | 2,013 | 124,420 | SH | SOLE | 80,200 | 0 | 44,220 | ||
VARONIS SYSTEMS, INC. | COM | 922280102 | 2,745 | 94,650 | SH | SOLE | 58,185 | 0 | 36,465 | ||
VERIFONE SYSTEMS, INC. | COM | 92342Y109 | 3 | 102 | SH | SOLE | 102 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INCORPO | COM | 92532F100 | 1,752 | 18,505 | SH | SOLE | 6,845 | 0 | 11,660 | ||
VINCE HOLDING CORP. | COM | 92719W108 | 10,137 | 276,829 | SH | SOLE | 170,517 | 0 | 106,312 | ||
VIPSHOP HOLDINGS LTD. SPONSORE | COM | 92763W103 | 12,572 | 66,966 | SH | SOLE | 23,512 | 0 | 43,454 | ||
VISA INC. CLASS A | COM | 92826C839 | 673 | 3,196 | SH | SOLE | 3,196 | 0 | 0 | ||
WAGEWORKS, INC. | COM | 930427109 | 4,815 | 99,880 | SH | SOLE | 61,565 | 0 | 38,315 | ||
WEATHERFORD INTERNATIONAL PLC | COM | G48833100 | 2,571 | 111,793 | SH | SOLE | 27,433 | 0 | 84,360 | ||
WOODWARD, INC. | COM | 980745103 | 879 | 17,525 | SH | SOLE | 5,300 | 0 | 12,225 | ||
WORKDAY, INC. CLASS A | COM | 98138H101 | 6,492 | 72,256 | SH | SOLE | 22,537 | 0 | 49,719 | ||
YELP INC. CLASS A | COM | 985817105 | 25,657 | 334,599 | SH | SOLE | 165,868 | 0 | 168,731 | ||
YUM! BRANDS INC | COM | 988498101 | 2,904 | 35,769 | SH | SOLE | 9,588 | 0 | 26,181 | ||
ZILLOW, INC. CLASS A | COM | 98954A107 | 5,085 | 35,583 | SH | SOLE | 6,228 | 0 | 29,355 | ||
ZULILY, INC. CLASS A | COM | 989774104 | 4,550 | 111,119 | SH | SOLE | 28,290 | 0 | 82,829 |