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 |
ARM Holdings plc | COM | 42068106 | 19,910 | 403,861 | SH | SOLE | 376,548 | 0 | 27,313 | ||
Alexion Pharmaceuticals | COM | 15351109 | 10,654 | 61,479 | SH | SOLE | 57,377 | 0 | 4,102 | ||
Amazon.com Inc. | COM | 23135106 | 14,913 | 40,078 | SH | SOLE | 36,791 | 0 | 3,287 | ||
American Tower Corporation | COM | 03027X100 | 356 | 3,777 | SH | SOLE | 877 | 0 | 2,900 | ||
Apple Inc. | COM | 37833100 | 20,239 | 162,656 | SH | SOLE | 146,491 | 0 | 16,165 | ||
B/E Aerospace, Inc. | COM | 73302101 | 8,891 | 139,744 | SH | SOLE | 128,180 | 0 | 11,564 | ||
Baidu, Inc. ADS | COM | 56752108 | 10,727 | 51,471 | SH | SOLE | 48,366 | 0 | 3,105 | ||
BioMarin Pharmaceutical | COM | 09061G101 | 6,276 | 50,361 | SH | SOLE | 46,933 | 0 | 3,428 | ||
Biogen Inc. | COM | 09062X103 | 17,572 | 41,616 | SH | SOLE | 38,808 | 0 | 2,808 | ||
Celgene Corp. | COM | 151020104 | 24,951 | 216,436 | SH | SOLE | 200,336 | 0 | 16,100 | ||
Chipotle Mexican Grill | COM | 169656105 | 16,767 | 25,774 | SH | SOLE | 24,071 | 0 | 1,703 | ||
Facebook, Inc. cl A | COM | 30303M102 | 45,614 | 554,808 | SH | SOLE | 511,644 | 0 | 43,164 | ||
FireEye, Inc. | COM | 31816Q101 | 4,020 | 102,431 | SH | SOLE | 96,439 | 0 | 5,992 | ||
General Electric Company | COM | 369604103 | 223 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
Google Inc Class A | COM | 38259P508 | 6,241 | 11,252 | SH | SOLE | 10,288 | 0 | 964 | ||
Google Inc. Class C | COM | 38259P706 | 17,161 | 31,315 | SH | SOLE | 29,441 | 0 | 1,874 | ||
Illumina Inc | COM | 452327109 | 11,606 | 62,517 | SH | SOLE | 58,137 | 0 | 4,380 | ||
Johnson Controls, Inc. | COM | 478366107 | 10,592 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
KLX Inc. | COM | 482539103 | 2,713 | 70,390 | SH | SOLE | 64,625 | 0 | 5,765 | ||
Las Vegas Sands Corp. | COM | 517834107 | 247 | 4,495 | SH | SOLE | 3,995 | 0 | 500 | ||
LinkedIn Corp cl A | COM | 53578A108 | 37,998 | 152,079 | SH | SOLE | 141,079 | 0 | 11,000 | ||
Mastercard Inc. | COM | 57636Q104 | 23,734 | 274,733 | SH | SOLE | 251,973 | 0 | 22,760 | ||
Michael Kors Holdings Ltd | COM | G60754101 | 13,726 | 208,756 | SH | SOLE | 192,841 | 0 | 15,915 | ||
Microsoft Corporation | COM | 594918104 | 264 | 6,500 | SH | SOLE | 1,500 | 0 | 5,000 | ||
Middleby Corporation | COM | 596278101 | 11,797 | 114,924 | SH | SOLE | 107,018 | 0 | 7,906 | ||
Monsanto Co | COM | 61166W101 | 11,531 | 102,461 | SH | SOLE | 95,529 | 0 | 6,932 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 6,203 | 42,462 | SH | SOLE | 39,529 | 0 | 2,933 | ||
Pharmacyclics Inc. | COM | 716933106 | 24,041 | 93,930 | SH | SOLE | 87,784 | 0 | 6,146 | ||
Procter & Gamble Co. | COM | 742718109 | 246 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
Regeneron Pharmaceuticals | COM | 75886F107 | 25,266 | 55,963 | SH | SOLE | 52,082 | 0 | 3,881 | ||
Salesforce.com Inc | COM | 79466L302 | 27,481 | 411,326 | SH | SOLE | 382,062 | 0 | 29,264 | ||
Splunk Inc. | COM | 848637104 | 11,861 | 200,356 | SH | SOLE | 185,939 | 0 | 14,417 | ||
Starbucks Corporation | COM | 855244109 | 33,345 | 352,111 | SH | SOLE | 325,630 | 0 | 26,481 | ||
T Rowe Price Group Inc | COM | 74144T108 | 259 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
TJX Companies Inc. | COM | 872540109 | 13,947 | 199,097 | SH | SOLE | 186,223 | 0 | 12,874 | ||
The Priceline Group Inc. | COM | 741503403 | 28,540 | 24,516 | SH | SOLE | 22,752 | 0 | 1,764 | ||
Transdigm Group, Inc. | COM | 893641100 | 15,345 | 70,157 | SH | SOLE | 65,169 | 0 | 4,988 | ||
TripAdvisor, Inc. | COM | 896945201 | 10,012 | 120,379 | SH | SOLE | 112,192 | 0 | 8,187 | ||
Twitter, Inc. | COM | 90184L102 | 12,882 | 257,230 | SH | SOLE | 239,802 | 0 | 17,428 | ||
Under Armour, Inc. Cl A | COM | 904311107 | 21,673 | 268,391 | SH | SOLE | 249,822 | 0 | 18,569 | ||
VISA Inc. | COM | 92826C839 | 27,231 | 416,313 | SH | SOLE | 375,113 | 0 | 41,200 | ||
Walt Disney Company | COM | 254687106 | 13,380 | 127,563 | SH | SOLE | 118,879 | 0 | 8,684 | ||
Workday, Inc. | COM | 98138H101 | 11,220 | 132,920 | SH | SOLE | 122,914 | 0 | 10,006 |