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 15,383 281,059 SH   SOLE   259,219 0 21,840
Alexion Pharmaceuticals COM 15351109 7,635 57,455 SH   SOLE   52,570 0 4,885
Amazon.com Inc. COM 23135106 29,049 72,842 SH   SOLE   66,829 0 6,013
American Tower Corporation COM 03027X100 253 3,175 SH   SOLE   125 0 3,050
Apple Inc. COM 37833100 21,632 38,558 SH   SOLE   35,019 0 3,539
B/E Aerospace, Inc. COM 73302101 24,445 280,884 SH   SOLE   256,387 0 24,497
Cabot Oil & Gas Corp COM 127097103 5,960 153,771 SH   SOLE   142,866 0 10,905
Celgene Corp. COM 151020104 13,007 76,978 SH   SOLE   70,493 0 6,485
Chipotle Mexican Grill COM 169656105 12,789 24,004 SH   SOLE   22,289 0 1,715
Cummins Inc. COM 231021106 12,819 90,936 SH   SOLE   83,584 0 7,352
Dunkin' Brands Group, Inc. COM 265504100 6,522 135,306 SH   SOLE   125,921 0 9,385
Facebook, Inc. cl A COM 30303M102 25,911 474,142 SH   SOLE   436,037 0 38,105
General Electric Company COM 369604103 252 9,000 SH   SOLE   0 0 9,000
Gilead Sciences Inc. COM 375558103 18,731 249,412 SH   SOLE   229,465 0 19,947
Google Inc COM 38259P508 425 379 SH   SOLE   239 0 140
Intuitive Surgical, Inc. COM 46120E602 8,815 22,950 SH   SOLE   21,221 0 1,729
Johnson Controls, Inc. COM 478366107 10,773 210,000 SH   SOLE   0 0 210,000
Las Vegas Sands Corp. COM 517834107 17,128 217,172 SH   SOLE   200,203 0 16,969
LinkedIn Corp cl A COM 53578A108 26,735 123,298 SH   SOLE   112,777 0 10,521
Mastercard Inc. COM 57636Q104 24,894 29,797 SH   SOLE   27,133 0 2,664
Michael Kors Holdings Ltd COM G60754101 15,912 195,988 SH   SOLE   179,697 0 16,291
Microsoft Corporation COM 594918104 243 6,500 SH   SOLE   1,500 0 5,000
Middleby Corporation COM 596278101 5,272 21,992 SH   SOLE   20,569 0 1,423
Monsanto Co COM 61166W101 11,223 96,292 SH   SOLE   88,955 0 7,337
Pharmacyclics Inc. COM 716933106 9,524 90,039 SH   SOLE   82,904 0 7,135
Precision Castparts Corp COM 740189105 17,799 66,093 SH   SOLE   60,330 0 5,763
Priceline.com Inc. COM 741503403 27,129 23,339 SH   SOLE   21,391 0 1,948
Procter & Gamble Co. COM 742718109 326 4,000 SH   SOLE   0 0 4,000
Regeneron Pharmaceuticals COM 75886F107 9,236 33,556 SH   SOLE   30,872 0 2,684
Salesforce.com Inc COM 79466L302 18,608 337,170 SH   SOLE   307,421 0 29,749
Schlumberger Ltd. COM 806857108 240 2,660 SH   SOLE   160 0 2,500
Splunk Inc. COM 848637104 12,780 186,114 SH   SOLE   172,404 0 13,710
Starbucks Corporation COM 855244109 19,724 251,615 SH   SOLE   230,521 0 21,094
T Rowe Price Group Inc COM 74144T108 268 3,200 SH   SOLE   0 0 3,200
Transdigm Group, Inc. COM 893641100 9,201 57,143 SH   SOLE   52,526 0 4,617
Twitter, Inc. COM 90184L102 10,349 162,587 SH   SOLE   151,959 0 10,628
Ulta Salon, Cosmetics COM 90384S303 8,758 90,742 SH   SOLE   83,617 0 7,125
Under Armour, Inc. Cl A COM 904311107 13,096 150,011 SH   SOLE   138,969 0 11,042
VISA Inc. COM 92826C839 21,759 97,715 SH   SOLE   86,802 0 10,913
Whole Foods Market Inc. COM 966837106 12,701 219,631 SH   SOLE   202,315 0 17,316
Workday, Inc. COM 98138H101 10,180 122,417 SH   SOLE   112,542 0 9,875
eBay Inc. COM 278642103 12,020 219,081 SH   SOLE   200,841 0 18,240