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
Estimated average burden
hours per response: 23.8
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
ABAXIS INC COM 002567105 19,439 500,000 SH   SOLE 500,000 0 0
ABBOTT LABS COM 002824100 16,559 430,000 SH   SOLE 430,000 0 0
ABBVIE INC COM 00287Y109 22,102 430,000 SH   SOLE 430,000 0 0
ADOBE SYS INC COM 00724F101 46,018 700,000 SH   SOLE 700,000 0 0
AFFILIATED MANAGERS GROUP COM 008252108 75,018 375,000 SH   SOLE 375,000 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 15,793 450,200 SH   SOLE 450,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 45,031 550,000 SH   SOLE 550,000 0 0
ANALOG DEVICES INC COM 032654105 34,547 650,100 SH   SOLE 650,100 0 0
APPLE COMPUTER INC COM 037833100 187,859 350,000 SH   SOLE 350,000 0 0
APPLIED MATLS INC COM 038222105 55,124 2,700,000 SH   SOLE 2,700,000 0 0
ARTHROCARE CORP COM 043136100 9,641 200,000 SH   SOLE 200,000 0 0
BARNES GROUP INC COM 067806109 15,392 400,000 SH   SOLE 400,000 0 0
BED BATH & BEYOND INC COM 075896100 34,400 500,000 SH   SOLE 500,000 0 0
CBRE GROUP INC COM 12504L109 33,413 1,218,100 SH   SOLE 1,218,100 0 0
C H ROBINSON WORLDWIDE INC COM 12541W209 36,675 700,000 SH   SOLE 700,000 0 0
CHICAGO MERCANTILE HLDGS COM 12572Q105 55,515 750,000 SH   SOLE 750,000 0 0
CARA THERAPEUTICS INC COM 140755109 4,653 250,000 SH   SOLE 250,000 0 0
CELGENE CORP COM 151020104 83,760 600,000 SH   SOLE 600,000 0 0
CENOVUS ENERGY INC COM 15135U109 26,064 900,000 SH   SOLE 900,000 0 0
CISCO SYS INC COM 17275R102 56,039 2,500,000 SH   SOLE 2,500,000 0 0
CITY NATL CORP COM 178566105 21,136 268,500 SH   SOLE 268,500 0 0
COACH INC COM 189754104 36,252 730,000 SH   SOLE 730,000 0 0
COGNIZANT TECHNOLOGY SOL COM 192446102 80,960 1,600,000 SH   SOLE 1,600,000 0 0
COLGATE PALMOLIVE CO COM 194162103 19,461 300,000 SH   SOLE 300,000 0 0
COMCAST CORP NEW COM 20030N101 40,032 800,000 SH   SOLE 800,000 0 0
CORPORATE OFFICE PPTYS SH BEN INT 22002T108 9,324 350,000 SH   SOLE 350,000 0 0
CRESTWOOD MIDSTREAM UNIT LTD PART 226378107 14,472 642,000 SH   SOLE 642,000 0 0
CROWN CASTLE INTL CORP COM 228227104 22,134 300,000 SH   SOLE 300,000 0 0
DANAHER CORP DEL COM 235851102 60,000 800,000 SH   SOLE 800,000 0 0
DEVRY INC DEL COM 251893103 10,598 250,000 SH   SOLE 250,000 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 1,130 40,000 SH   SOLE 40,000 0 0
DIRECTV GROUP INC COM 25490A309 53,494 700,000 SH   SOLE 700,000 0 0
DORMAN PRODUCTS INC COM 258278100 18,759 317,629 SH   SOLE 317,629 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 17,134 935,200 SH   SOLE 935,200 0 0
EGALET CORP COM 28226B104 2,099 150,000 SH   SOLE 150,000 0 0
EHEALTH INC COM 28238P109 27,940 550,000 SH   SOLE 550,000 0 0
EXACT SCIENCES CORP COM 30063P105 17,005 1,200,000 SH   SOLE 1,200,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 39,630 1,000,000 SH   SOLE 1,000,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 187,724 2,500,000 SH   SOLE 2,500,000 0 0
FACTSET RESH SYS INC COM 303075105 64,297 596,400 SH   SOLE 596,400 0 0
FASTENAL CO COM 311900104 69,020 1,400,000 SH   SOLE 1,400,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 7,177 379,700 SH   SOLE 379,700 0 0
GILEAD SCIENCES INC COM 375558103 21,258 300,000 SH   SOLE 300,000 0 0
GOOGLE INC COM 38259P508 144,886 130,000 SH   SOLE 130,000 0 0
HANGER ORTHOPEDIC GROUP INC COM 41043F208 16,577 492,193 SH   SOLE 492,193 0 0
HEICO CORP NEW COM 422806208 23,280 536,305 SH   SOLE 536,305 0 0
HIBBETT SPORTS INC COM 428567101 18,508 350,000 SH   SOLE 350,000 0 0
HOME DEPOT INC COM 437076102 23,739 300,000 SH   SOLE 300,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 6,272 150,000 SH   SOLE 150,000 0 0
IBERIABANK CORP COM 450828108 26,881 383,200 SH   SOLE 383,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 40,665 500,000 SH   SOLE 500,000 0 0
INTEL CORP COM 458140100 77,441 3,000,000 SH   SOLE 3,000,000 0 0
INTERCONTINENTALEXCHANGE INC COM 45866F104 39,566 200,000 SH   SOLE 200,000 0 0
INTERNATIONAL BUSINESS MAC COM 459200101 57,748 300,000 SH   SOLE 300,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 43,800 100,000 SH   SOLE 100,000 0 0
ITRON INC COM 465741106 14,219 400,000 SH   SOLE 400,000 0 0
JABIL CIRCUIT INC COM 466313103 4,665 259,200 SH   SOLE 259,200 0 0
JOHNSON & JOHNSON COM 478160104 68,762 700,000 SH   SOLE 700,000 0 0
KLA-TENCOR CORP COM 482480100 20,742 300,000 SH   SOLE 300,000 0 0
KIRBY CORP COM 497266106 78,968 779,900 SH   SOLE 779,900 0 0
KNIGHT TRANSN INC COM 499064103 18,311 791,600 SH   SOLE 791,600 0 0
LKQ CORP COM 501889208 113,306 4,300,000 SH   SOLE 4,300,000 0 0
MASIMO CORP COM 574795100 9,839 360,200 SH   SOLE 360,200 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 19,872 600,000 SH   SOLE 600,000 0 0
MEDIVATION INC COM 58501N101 25,749 400,000 SH   SOLE 400,000 0 0
MICROS SYS INC COM 594901100 71,456 1,350,000 SH   SOLE 1,350,000 0 0
MICROSOFT CORP COM 594918104 94,277 2,300,000 SH   SOLE 2,300,000 0 0
MISTRAS GROUP INC COM 60649T107 4,553 200,000 SH   SOLE 200,000 0 0
MYRIAD GENETICS INC COM 62855J104 56,680 1,657,700 SH   SOLE 1,657,700 0 0
NEOGEN CORP COM 640491106 10,382 230,926 SH   SOLE 230,926 0 0
NEWLINK GENETICS CORP COM 651511107 11,360 400,000 SH   SOLE 400,000 0 0
NIKE INC COM 654106103 44,316 600,000 SH   SOLE 600,000 0 0
NORDSON CORP COM 655663102 24,672 350,000 SH   SOLE 350,000 0 0
NXSTAGE MEDICAL INC COM 67072V103 8,917 700,000 SH   SOLE 700,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 89,035 600,000 SH   SOLE 600,000 0 0
ORACLE CORP COM 68389X105 81,820 2,000,000 SH   SOLE 2,000,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 4,550 700,000 SH   SOLE 700,000 0 0
PEGASYSTEMS INC COM 705573103 26,490 750,000 SH   SOLE 750,000 0 0
POTASH CORP SASK INC COM 73755L107 57,952 1,600,000 SH   SOLE 1,600,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 41,175 500,000 SH   SOLE 500,000 0 0
QUALCOMM INC COM 747525103 78,860 1,000,000 SH   SOLE 1,000,000 0 0
QUESTCOR PHARMACEUTICALS INC COM 74835Y101 9,739 150,000 SH   SOLE 150,000 0 0
ROSS STORES INC COM 778296103 42,944 600,000 SH   SOLE 600,000 0 0
SANGAMO BIOSCIENCES INC COM 800677106 10,971 606,800 SH   SOLE 606,800 0 0
SCHEIN HENRY INC COM 806407102 83,560 700,000 SH   SOLE 700,000 0 0
SCHLUMBERGER LTD COM 806857108 58,500 600,000 SH   SOLE 600,000 0 0
SEMTECH CORP COM 816850101 38,009 1,500,000 SH   SOLE 1,500,000 0 0
SMITH A O COM 831865209 34,516 750,000 SH   SOLE 750,000 0 0
SOLARWINDS INC COM 83416B109 24,517 575,000 SH   SOLE 575,000 0 0
SOLERA HOLDINGS INC COM 83421A104 42,495 670,872 SH   SOLE 670,872 0 0
SOUTHWESTERN ENERGY CO COM 845467109 46,010 1,000,000 SH   SOLE 1,000,000 0 0
STERICYCLE INC COM 858912108 60,218 530,000 SH   SOLE 530,000 0 0
STRYKER CORP COM 863667101 57,028 700,000 SH   SOLE 700,000 0 0
SUNCOR ENERGY INC COM 867224107 27,968 800,000 SH   SOLE 800,000 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,537 50,000 SH   SOLE 50,000 0 0
SYNTEL INC COM 87162H103 47,802 531,704 SH   SOLE 531,704 0 0
SYSCO CORP COM 871829107 28,904 800,000 SH   SOLE 800,000 0 0
TJX COS INC NEW COM 872540109 42,455 700,000 SH   SOLE 700,000 0 0
TARGET CORP COM 87612E106 21,179 350,000 SH   SOLE 350,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 10,733 211,800 SH   SOLE 211,800 0 0
TEXAS INSTRS INC COM 882508104 47,160 1,000,000 SH   SOLE 1,000,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 36,072 300,000 SH   SOLE 300,000 0 0
TRACTOR SUPPLY CO COM 892356106 33,196 470,000 SH   SOLE 470,000 0 0
ULTRATECH INC COM 904034105 21,894 750,000 SH   SOLE 750,000 0 0
UNITED THERAPEUTICS CORP COM 91307C102 7,146 76,000 SH   SOLE 76,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 35,360 500,000 SH   SOLE 500,000 0 0
VISA INC COM 92826C839 64,758 300,000 SH   SOLE 300,000 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 12,496 765,000 SH   SOLE 765,000 0 0
VOLCANO CORPORATION COM 928645100 19,258 977,032 SH   SOLE 977,032 0 0
WADDELL & REED FINL INC COM 930059100 58,898 800,000 SH   SOLE 800,000 0 0
WAL MART STORES INC COM 931142103 53,501 700,000 SH   SOLE 700,000 0 0
WELLS FARGO & CO NEW COM 949746101 44,767 900,000 SH   SOLE 900,000 0 0
XILINX INC COM 983919101 108,541 2,000,000 SH   SOLE 2,000,000 0 0
ZIONS BANCORPORATION COM 989701107 3,098 100,000 SH   SOLE 100,000 0 0
ZOGENIX INC COM 98978L105 6,259 2,200,000 SH   SOLE 2,200,000 0 0
TRANSOCEAN INC COM H8817H100 20,670 500,000 SH   SOLE 500,000 0 0
ASML HOLDING N V SHS N07059210 35,944 385,000 SH   SOLE 385,000 0 0