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
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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
ARM Holdings plc COM 42068106 8,526 235,337 SH   SOLE   211,607 0 23,730
Alexion Pharmaceuticals COM 15351109 4,361 47,283 SH   SOLE   42,353 0 4,930
Allergan Inc. COM 18490102 5,634 66,882 SH   SOLE   60,498 0 6,384
Amazon.com Inc. COM 23135106 17,031 61,331 SH   SOLE   54,865 0 6,466
American Tower Corporation COM 03027X100 6,951 94,996 SH   SOLE   83,636 0 11,360
Apple Inc. COM 37833100 15,522 39,145 SH   SOLE   34,325 0 4,820
B/E Aerospace, Inc. COM 73302101 14,675 232,640 SH   SOLE   206,338 0 26,302
Caterpillar Inc COM 149123101 6,320 76,612 SH   SOLE   68,279 0 8,333
Chipotle Mexican Grill COM 169656105 5,090 13,970 SH   SOLE   12,596 0 1,374
Coach Inc COM 189754104 10,672 186,928 SH   SOLE   169,265 0 17,663
Cummins Inc. COM 231021106 8,422 77,647 SH   SOLE   69,635 0 8,012
F5 Networks Inc. COM 315616102 4,443 64,583 SH   SOLE   57,497 0 7,086
Facebook, Inc. cl A COM 30303M102 3,873 155,678 SH   SOLE   141,623 0 14,055
General Electric Company COM 369604103 209 9,000 SH   SOLE   0 0 9,000
Gilead Sciences Inc. COM 375558103 7,429 144,905 SH   SOLE   130,583 0 14,322
Intuitive Surgical, Inc. COM 46120E602 12,553 24,801 SH   SOLE   22,030 0 2,771
Johnson Controls, Inc. COM 478366107 7,516 210,000 SH   SOLE   0 0 210,000
Las Vegas Sands Corp. COM 517834107 7,894 149,131 SH   SOLE   134,145 0 14,986
LinkedIn Corp cl A COM 53578A108 19,855 111,360 SH   SOLE   99,876 0 11,484
Mastercard Inc. COM 57636Q104 14,541 25,311 SH   SOLE   22,367 0 2,944
Michael Kors Holdings Ltd COM G60754101 7,051 113,696 SH   SOLE   100,785 0 12,911
Microsoft Corporation COM 594918104 259 7,500 SH   SOLE   1,500 0 6,000
Monsanto Co COM 61166W101 7,955 80,517 SH   SOLE   72,440 0 8,077
National Oilwell Varco Inc COM 637071101 243 3,530 SH   SOLE   400 0 3,130
Pharmacyclics, Inc. COM 716933106 4,792 60,298 SH   SOLE   55,225 0 5,073
Precision Castparts Corp COM 740189105 12,959 57,338 SH   SOLE   51,075 0 6,263
Priceline.com Inc. COM 741503403 16,223 19,625 SH   SOLE   17,537 0 2,088
Procter & Gamble Co. COM 742718109 308 4,000 SH   SOLE   0 0 4,000
Qualcomm Inc. COM 747525103 8,335 136,431 SH   SOLE   121,623 0 14,808
Red Hat, Inc. COM 756577102 5,227 109,300 SH   SOLE   98,766 0 10,534
Regeneron Pharmaceuticals COM 75886F107 6,239 27,745 SH   SOLE   25,061 0 2,684
Salesforce.com Inc COM 79466L302 10,764 281,931 SH   SOLE   250,152 0 31,779
Schlumberger Ltd. COM 806857108 219 3,060 SH   SOLE   160 0 2,900
Splunk Inc. COM 848637104 7,201 155,335 SH   SOLE   141,710 0 13,625
Starbucks Corporation COM 855244109 13,968 213,218 SH   SOLE   190,259 0 22,959
T Rowe Price Group Inc COM 74144T108 234 3,200 SH   SOLE   0 0 3,200
Transdigm Group, Inc. COM 893641100 7,804 49,781 SH   SOLE   44,729 0 5,052
Ulta Salon, Cosmetics COM 90384S303 7,580 75,713 SH   SOLE   68,148 0 7,565
Under Armour, Inc. Cl A COM 904311107 7,608 127,411 SH   SOLE   115,354 0 12,057
VISA Inc. COM 92826C839 14,961 81,864 SH   SOLE   70,096 0 11,768
Whole Foods Market Inc. COM 966837106 9,585 186,186 SH   SOLE   167,145 0 19,041
eBay Inc. COM 278642103 9,659 186,755 SH   SOLE   166,890 0 19,865