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 | 18,418 | 373,808 | SH | SOLE | 346,654 | 0 | 27,154 | ||
Alexion Pharmaceuticals | COM | 15351109 | 14,709 | 81,367 | SH | SOLE | 75,217 | 0 | 6,150 | ||
Amazon.com Inc. | COM | 23135106 | 16,125 | 37,147 | SH | SOLE | 33,876 | 0 | 3,271 | ||
American Tower Corporation | COM | 03027X100 | 352 | 3,777 | SH | SOLE | 877 | 0 | 2,900 | ||
Apple Inc. | COM | 37833100 | 18,991 | 151,414 | SH | SOLE | 135,313 | 0 | 16,101 | ||
B/E Aerospace, Inc. | COM | 73302101 | 7,107 | 129,452 | SH | SOLE | 117,930 | 0 | 11,522 | ||
Baidu, Inc. ADS | COM | 56752108 | 9,494 | 47,688 | SH | SOLE | 44,605 | 0 | 3,083 | ||
BioMarin Pharmaceutical | COM | 09061G101 | 6,468 | 47,288 | SH | SOLE | 43,877 | 0 | 3,411 | ||
Biogen Inc. | COM | 09062X103 | 15,563 | 38,528 | SH | SOLE | 35,738 | 0 | 2,790 | ||
Celgene Corp. | COM | 151020104 | 23,281 | 201,159 | SH | SOLE | 185,100 | 0 | 16,059 | ||
Chipotle Mexican Grill | COM | 169656105 | 14,404 | 23,809 | SH | SOLE | 22,117 | 0 | 1,692 | ||
Domino's Pizza, Inc. | COM | 25754A201 | 5,573 | 49,148 | SH | SOLE | 46,068 | 0 | 3,080 | ||
Facebook, Inc. cl A | COM | 30303M102 | 44,465 | 518,453 | SH | SOLE | 476,999 | 0 | 41,454 | ||
FireEye, Inc. | COM | 31816Q101 | 9,674 | 197,792 | SH | SOLE | 184,324 | 0 | 13,468 | ||
General Electric Company | COM | 369604103 | 239 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
Google Inc Class A | COM | 38259P508 | 5,872 | 10,874 | SH | SOLE | 9,915 | 0 | 959 | ||
Google Inc. Class C | COM | 38259P706 | 14,712 | 28,265 | SH | SOLE | 26,394 | 0 | 1,871 | ||
Illumina Inc | COM | 452327109 | 20,280 | 92,875 | SH | SOLE | 85,268 | 0 | 7,607 | ||
Johnson Controls, Inc. | COM | 478366107 | 10,401 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
KLX Inc. | COM | 482539103 | 6,130 | 138,919 | SH | SOLE | 128,804 | 0 | 10,115 | ||
LinkedIn Corp cl A | COM | 53578A108 | 28,892 | 139,826 | SH | SOLE | 129,469 | 0 | 10,357 | ||
Mastercard Inc. | COM | 57636Q104 | 23,811 | 254,722 | SH | SOLE | 232,063 | 0 | 22,659 | ||
Microsoft Corporation | COM | 594918104 | 287 | 6,500 | SH | SOLE | 1,500 | 0 | 5,000 | ||
Middleby Corporation | COM | 596278101 | 11,935 | 106,340 | SH | SOLE | 98,490 | 0 | 7,850 | ||
Monsanto Co | COM | 61166W101 | 10,099 | 94,748 | SH | SOLE | 87,851 | 0 | 6,897 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 6,871 | 39,329 | SH | SOLE | 36,414 | 0 | 2,915 | ||
Procter & Gamble Co. | COM | 742718109 | 235 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
Regeneron Pharmaceuticals | COM | 75886F107 | 26,414 | 51,779 | SH | SOLE | 47,908 | 0 | 3,871 | ||
Salesforce.com Inc | COM | 79466L302 | 26,459 | 379,988 | SH | SOLE | 350,898 | 0 | 29,090 | ||
Splunk Inc. | COM | 848637104 | 12,899 | 185,284 | SH | SOLE | 170,939 | 0 | 14,345 | ||
Starbucks Corporation | COM | 855244109 | 34,934 | 651,579 | SH | SOLE | 598,616 | 0 | 52,963 | ||
T Rowe Price Group Inc | COM | 74144T108 | 249 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
TJX Companies Inc. | COM | 872540109 | 12,205 | 184,454 | SH | SOLE | 171,607 | 0 | 12,847 | ||
The Priceline Group Inc. | COM | 741503403 | 26,133 | 22,697 | SH | SOLE | 20,944 | 0 | 1,753 | ||
Transdigm Group, Inc. | COM | 893641100 | 14,579 | 64,892 | SH | SOLE | 59,934 | 0 | 4,958 | ||
TripAdvisor, Inc. | COM | 896945201 | 9,697 | 111,275 | SH | SOLE | 103,153 | 0 | 8,122 | ||
Twitter, Inc. | COM | 90184L102 | 8,634 | 238,384 | SH | SOLE | 221,067 | 0 | 17,317 | ||
Ulta Salon, Cosmetics | COM | 90384S303 | 8,875 | 57,459 | SH | SOLE | 53,011 | 0 | 4,448 | ||
Under Armour, Inc. Cl A | COM | 904311107 | 20,726 | 248,389 | SH | SOLE | 229,869 | 0 | 18,520 | ||
VISA Inc. | COM | 92826C839 | 25,984 | 386,961 | SH | SOLE | 345,914 | 0 | 41,047 | ||
Walt Disney Company | COM | 254687106 | 13,467 | 117,986 | SH | SOLE | 109,269 | 0 | 8,717 | ||
Workday, Inc. | COM | 98138H101 | 9,497 | 124,322 | SH | SOLE | 114,288 | 0 | 10,034 |