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 | 18,445 | 426,474 | SH | SOLE | 401,224 | 0 | 25,250 | ||
Alexion Pharmaceuticals | COM | 15351109 | 14,773 | 94,460 | SH | SOLE | 87,983 | 0 | 6,477 | ||
Amazon.com Inc. | COM | 23135106 | 21,510 | 42,021 | SH | SOLE | 38,766 | 0 | 3,255 | ||
American Tower Corporation | COM | 03027X100 | 332 | 3,777 | SH | SOLE | 877 | 0 | 2,900 | ||
Apple Inc. | COM | 37833100 | 19,107 | 173,227 | SH | SOLE | 157,269 | 0 | 15,958 | ||
Baidu, Inc. ADS | COM | 56752108 | 7,368 | 53,620 | SH | SOLE | 50,582 | 0 | 3,038 | ||
BioMarin Pharmaceutical | COM | 09061G101 | 5,672 | 53,857 | SH | SOLE | 50,474 | 0 | 3,383 | ||
Biogen Inc. | COM | 09062X103 | 12,851 | 44,040 | SH | SOLE | 41,291 | 0 | 2,749 | ||
Celgene Corp. | COM | 151020104 | 24,993 | 231,057 | SH | SOLE | 215,230 | 0 | 15,827 | ||
Chipotle Mexican Grill | COM | 169656105 | 19,625 | 27,247 | SH | SOLE | 25,581 | 0 | 1,666 | ||
Domino's Pizza, Inc. | COM | 25754A201 | 6,431 | 59,594 | SH | SOLE | 55,478 | 0 | 4,116 | ||
Facebook, Inc. cl A | COM | 30303M102 | 48,044 | 534,412 | SH | SOLE | 497,253 | 0 | 37,159 | ||
FireEye, Inc. | COM | 31816Q101 | 7,271 | 228,515 | SH | SOLE | 214,854 | 0 | 13,661 | ||
General Electric Company | COM | 369604103 | 227 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
Google Inc. Class C | COM | 38259P706 | 17,948 | 29,500 | SH | SOLE | 27,668 | 0 | 1,832 | ||
Illumina Inc | COM | 452327109 | 18,915 | 107,580 | SH | SOLE | 99,952 | 0 | 7,628 | ||
Johnson Controls, Inc. | COM | 478366107 | 8,686 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
LinkedIn Corp cl A | COM | 53578A108 | 30,490 | 160,365 | SH | SOLE | 150,160 | 0 | 10,205 | ||
Mastercard Inc. | COM | 57636Q104 | 26,500 | 294,053 | SH | SOLE | 271,667 | 0 | 22,386 | ||
Microsoft Corporation | COM | 594918104 | 288 | 6,500 | SH | SOLE | 1,500 | 0 | 5,000 | ||
Middleby Corporation | COM | 596278101 | 12,846 | 122,119 | SH | SOLE | 114,377 | 0 | 7,742 | ||
Monsanto Co | COM | 61166W101 | 9,033 | 105,843 | SH | SOLE | 99,351 | 0 | 6,492 | ||
Palo Alto Networks, Inc. | COM | 697435105 | 13,056 | 75,906 | SH | SOLE | 70,758 | 0 | 5,148 | ||
PayPal Holdings, Inc. | COM | 70450Y103 | 8,688 | 279,881 | SH | SOLE | 260,456 | 0 | 19,425 | ||
Procter & Gamble Co. | COM | 742718109 | 216 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
Regeneron Pharmaceuticals | COM | 75886F107 | 27,601 | 59,339 | SH | SOLE | 55,533 | 0 | 3,806 | ||
Restoration Hardware Hldgs Inc | COM | 761283100 | 6,097 | 65,344 | SH | SOLE | 61,444 | 0 | 3,900 | ||
Salesforce.com Inc | COM | 79466L302 | 30,119 | 433,808 | SH | SOLE | 405,013 | 0 | 28,795 | ||
Splunk Inc. | COM | 848637104 | 11,778 | 212,787 | SH | SOLE | 198,637 | 0 | 14,150 | ||
Starbucks Corporation | COM | 855244109 | 42,809 | 753,150 | SH | SOLE | 700,968 | 0 | 52,182 | ||
T Rowe Price Group Inc | COM | 74144T108 | 222 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
TJX Companies Inc. | COM | 872540109 | 15,272 | 213,837 | SH | SOLE | 200,651 | 0 | 13,186 | ||
The Priceline Group Inc. | COM | 741503403 | 32,272 | 26,092 | SH | SOLE | 24,355 | 0 | 1,737 | ||
Transdigm Group, Inc. | COM | 893641100 | 15,807 | 74,417 | SH | SOLE | 69,525 | 0 | 4,892 | ||
TripAdvisor, Inc. | COM | 896945201 | 8,058 | 127,865 | SH | SOLE | 119,797 | 0 | 8,068 | ||
Twitter, Inc. | COM | 90184L102 | 7,371 | 273,604 | SH | SOLE | 256,580 | 0 | 17,024 | ||
Ulta Salon, Cosmetics | COM | 90384S303 | 18,807 | 115,136 | SH | SOLE | 108,020 | 0 | 7,116 | ||
Under Armour, Inc. Cl A | COM | 904311107 | 27,700 | 286,216 | SH | SOLE | 268,053 | 0 | 18,163 | ||
VISA Inc. | COM | 92826C839 | 30,574 | 438,900 | SH | SOLE | 398,234 | 0 | 40,666 | ||
Walt Disney Company | COM | 254687106 | 13,852 | 135,536 | SH | SOLE | 126,939 | 0 | 8,597 | ||
Workday, Inc. | COM | 98138H101 | 9,772 | 141,915 | SH | SOLE | 132,016 | 0 | 9,899 |