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
AAON Inc COM 000360206 6,193 275,000 SH   SOLE 275,000 0 0
Life Technologies Corp COM 002120103 8,334 450,000 SH   SOLE 450,000 0 0
Abaxis Inc COM 002567105 19,941 387,361 SH   SOLE 387,361 0 0
Abbott Laboratories COM 002824100 21,104 430,000 SH   SOLE 430,000 0 0
AbbVie Inc COM 00287Y109 20,157 300,000 SH   SOLE 300,000 0 0
Adobe Systems Inc COM 00724F101 56,707 700,000 SH   SOLE 700,000 0 0
Affiliated Managers Group Inc COM 008252108 54,650 250,000 SH   SOLE 250,000 0 0
Amber Road Inc COM 02318Y108 5,396 768,700 SH   SOLE 768,700 0 0
American Public Education Inc COM 02913V103 11,579 450,200 SH   SOLE 450,200 0 0
American Tower Corp REIT 03027X100 51,310 550,000 SH   SOLE   550,000 0 0
Analog Devices Inc COM 032654105 19,256 300,000 SH   SOLE   300,000 0 0
Apple Inc COM 037833100 279,698 2,230,000 SH   SOLE   2,230,000 0 0
Applied Materials Inc COM 038222105 38,530 2,004,700 SH   SOLE   2,004,700 0 0
Artisan Partners Asset Management Inc COM 04316A108 13,650 293,800 SH   SOLE   293,800 0 0
Atara Biotherapeutics Inc COM 046513107 11,877 225,113 SH   SOLE   225,113 0 0
Barnes Group Inc COM 067806109 15,596 400,000 SH   SOLE   400,000 0 0
BioDelivery Sciences International Inc COM 09060J106 5,771 725,000 SH   SOLE   725,000 0 0
BorgWarner Inc COM 099724106 4,263 75,000 SH   SOLE   75,000 0 0
CBRE Group Inc COM 12504L109 37,000 1,000,000 SH   SOLE   1,000,000 0 0
CH Robinson Worldwide Inc COM 12541W209 43,673 700,000 SH   SOLE   700,000 0 0
CME Group Inc/IL COM 12572Q105 69,795 750,000 SH   SOLE   750,000 0 0
Cara Therapeutics Inc COM 140755109 5,611 461,800 SH   SOLE   461,800 0 0
Cardiovascular Systems Inc COM 141619106 7,274 275,000 SH   SOLE   275,000 0 0
Carriage Services Inc COM 143905107 16,119 675,000 SH   SOLE   675,000 0 0
Celgene Corp COM 151020104 138,882 1,200,000 SH   SOLE   1,200,000 0 0
City National Corp/CA COM 178566105 24,270 268,500 SH   SOLE   268,500 0 0
Cognizant Technology Solutions Corp COM 192446102 85,526 1,400,000 SH   SOLE   1,400,000 0 0
Colgate-Palmolive Co COM 194162103 19,623 300,000 SH   SOLE   300,000 0 0
Comcast Corp COM 20030N101 48,112 800,000 SH   SOLE   800,000 0 0
Connecture Inc COM 20786J106 5,280 500,000 SH   SOLE   500,000 0 0
CoStar Group Inc COM 22160N109 18,113 90,000 SH   SOLE   90,000 0 0
Crestwood Midstream Partners LP COM 226378107 12,150 1,084,800 SH   SOLE   1,084,800 0 0
Crown Castle International Corp REIT 22822V101 24,090 300,000 SH   SOLE   300,000 0 0
Cyberonics Inc COM 23251P102 8,919 150,000 SH   SOLE   150,000 0 0
Danaher Corp COM 235851102 59,913 700,000 SH   SOLE   700,000 0 0
DeVry Inc COM 251893103 7,495 250,000 SH   SOLE   250,000 0 0
Dicerna Pharmaceuticals Inc COM 253031108 4,185 300,000 SH   SOLE   300,000 0 0
Walt Disney Co/The COM 254687106 57,070 500,000 SH   SOLE   500,000 0 0
Drew Industries Inc COM 26168L205 10,534 181,562 SH   SOLE   181,562 0 0
Echo Global Logistics Inc COM 27875T101 27,654 846,735 SH   SOLE   846,735 0 0
Egalet Corp COM 28226B104 3,680 255,000 SH   SOLE   255,000 0 0
eHealth Inc COM 28238P109 6,980 550,000 SH   SOLE   550,000 0 0
Enservco Corp COM 29358Y102 1,800 1,200,000 SH   SOLE   1,200,000 0 0
Equinix Inc REIT 29444U700 10,160 40,000 SH   SOLE   40,000 0 0
Esperion Therapeutics Inc COM 29664W105 11,083 135,555 SH   SOLE   135,555 0 0
Exact Sciences Corp COM 30063P105 41,636 1,400,000 SH   SOLE   1,400,000 0 0
Expeditors International of Washington Inc COM 302130109 46,105 1,000,000 SH   SOLE   1,000,000 0 0
Express Scripts Holding Co COM 30219G108 222,350 2,500,000 SH   SOLE   2,500,000 0 0
FTI Consulting Inc COM 302941109 19,589 475,000 SH   SOLE   475,000 0 0
FactSet Research Systems Inc COM 303075105 35,232 216,800 SH   SOLE   216,800 0 0
Fastenal Co COM 311900104 59,052 1,400,000 SH   SOLE   1,400,000 0 0
Financial Engines Inc COM 317485100 23,364 550,000 SH   SOLE   550,000 0 0
First Republic Bank/CA COM 33616C100 86,667 1,375,000 SH   SOLE   1,375,000 0 0
Fox Factory Holding Corp COM 35138V102 572 35,546 SH   SOLE   35,546 0 0
Generac Holdings Inc COM 368736104 15,900 400,000 SH   SOLE   400,000 0 0
Gilead Sciences Inc COM 375558103 81,956 700,000 SH   SOLE   700,000 0 0
Google Inc COM 38259P508 70,205 130,000 SH   SOLE   130,000 0 0
Google Inc COM 38259P706 67,852 130,357 SH   SOLE   130,357 0 0
Hanger Inc COM 41043F208 11,537 492,193 SH   SOLE   492,193 0 0
HealthStream Inc COM 42222N103 10,647 350,000 SH   SOLE   350,000 0 0
HEICO Corp COM 422806208 27,228 536,303 SH   SOLE   536,303 0 0
Hibbett Sports Inc COM 428567101 16,303 350,000 SH   SOLE   350,000 0 0
Home Depot Inc/The COM 437076102 33,339 300,000 SH   SOLE   300,000 0 0
Hornbeck Offshore Services Inc COM 440543106 3,080 150,000 SH   SOLE   150,000 0 0
IPC The Hospitalist Co Inc COM 44984A105 29,667 535,600 SH   SOLE   535,600 0 0
Iberiabank Corp COM 450828108 26,146 383,200 SH   SOLE   383,200 0 0
Illinois Tool Works Inc COM 452308109 36,716 400,000 SH   SOLE   400,000 0 0
Intel Corp COM 458140100 76,038 2,500,000 SH   SOLE   2,500,000 0 0
IntercontinentalExchange Inc COM 45866F104 44,722 200,000 SH   SOLE   200,000 0 0
Intuitive Surgical Inc COM 46120E602 48,450 100,000 SH   SOLE   100,000 0 0
Jabil Circuit Inc COM 466313103 12,774 600,000 SH   SOLE   600,000 0 0
Johnson & Johnson COM 478160104 58,476 600,000 SH   SOLE   600,000 0 0
Kirby Corp COM 497266106 63,149 823,747 SH   SOLE   823,747 0 0
Knight Transportation Inc COM 499064103 18,718 700,000 SH   SOLE   700,000 0 0
LKQ Corp COM 501889208 136,859 4,525,000 SH   SOLE   4,525,000 0 0
Littelfuse Inc COM 537008104 10,011 105,504 SH   SOLE   105,504 0 0
Masimo Corp COM 574795100 13,954 360,200 SH   SOLE   360,200 0 0
Mastercard Inc COM 57636Q104 46,740 500,000 SH   SOLE   500,000 0 0
Medidata Solutions Inc COM 58471A105 12,743 234,600 SH   SOLE   234,600 0 0
Medivation Inc COM 58501N101 45,680 400,000 SH   SOLE   400,000 0 0
Microsoft Corp COM 594918104 101,545 2,300,000 SH   SOLE   2,300,000 0 0
Mistras Group Inc COM 60649T107 3,796 200,000 SH   SOLE   200,000 0 0
Myriad Genetics Inc COM 62855J104 16,145 475,000 SH   SOLE   475,000 0 0
Neogen Corp COM 640491106 10,955 230,925 SH   SOLE   230,925 0 0
NewLink Genetics Corp COM 651511107 22,224 502,000 SH   SOLE   502,000 0 0
NextEra Energy Inc COM 65339F101 19,606 200,000 SH   SOLE   200,000 0 0
NIKE Inc COM 654106103 64,812 600,000 SH   SOLE   600,000 0 0
Nordson Corp COM 655663102 27,262 350,000 SH   SOLE   350,000 0 0
NorthWestern Corp COM 668074305 17,063 350,000 SH   SOLE   350,000 0 0
NxStage Medical Inc COM 67072V103 10,000 700,000 SH   SOLE   700,000 0 0
O'Reilly Automotive Inc COM 67103H107 112,990 500,000 SH   SOLE   500,000 0 0
Old Dominion Freight Line Inc COM 679580100 10,497 153,000 SH   SOLE   153,000 0 0
Oracle Corp COM 68389X105 80,600 2,000,000 SH   SOLE   2,000,000 0 0
Orexigen Therapeutics Inc COM 686164104 3,465 700,000 SH   SOLE   700,000 0 0
Otonomy Inc COM 68906L105 5,879 255,713 SH   SOLE   255,713 0 0
Pegasystems Inc COM 705573103 31,687 1,384,303 SH   SOLE   1,384,303 0 0
T Rowe Price Group Inc COM 74144T108 38,865 500,000 SH   SOLE   500,000 0 0
Proto Labs Inc COM 743713109 15,183 225,000 SH   SOLE   225,000 0 0
Proteon Therapeutics Inc COM 74371L109 6,698 375,000 SH   SOLE   375,000 0 0
QAD Inc COM 74727D306 10,572 400,000 SH   SOLE   400,000 0 0
Q2 Holdings Inc COM 74736L109 7,096 251,200 SH   SOLE   251,200 0 0
QUALCOMM Inc COM 747525103 18,789 300,000 SH   SOLE   300,000 0 0
Qualys Inc COM 74758T303 4,640 115,000 SH   SOLE   115,000 0 0
Ross Stores Inc COM 778296103 58,332 1,200,000 SH   SOLE   1,200,000 0 0
SPS Commerce Inc COM 78463M107 4,928 74,900 SH   SOLE   74,900 0 0
SPDR S&P Regional Banking ETF ETF 78464A698 35,328 800,000 SH   SOLE   800,000 0 0
John B Sanfilippo & Son Inc COM 800422107 16,868 325,000 SH   SOLE   325,000 0 0
Sangamo Biosciences Inc COM 800677106 6,175 556,800 SH   SOLE   556,800 0 0
Henry Schein Inc COM 806407102 85,272 600,000 SH   SOLE   600,000 0 0
Schlumberger Ltd COM 806857108 51,714 600,000 SH   SOLE   600,000 0 0
Semtech Corp COM 816850101 15,880 800,000 SH   SOLE   800,000 0 0
AO Smith Corp COM 831865209 53,985 750,000 SH   SOLE   750,000 0 0
SolarWinds Inc COM 83416B109 26,525 575,000 SH   SOLE   575,000 0 0
Solera Holdings Inc COM 83421A104 55,700 1,250,000 SH   SOLE   1,250,000 0 0
Southwestern Energy Co COM 845467109 22,730 1,000,000 SH   SOLE   1,000,000 0 0
STAAR Surgical Co COM 852312305 10,868 1,125,000 SH   SOLE   1,125,000 0 0
Stericycle Inc COM 858912108 70,972 530,000 SH   SOLE   530,000 0 0
Strattec Security Corp COM 863111100 3,435 50,000 SH   SOLE   50,000 0 0
Stryker Corp COM 863667101 66,899 700,000 SH   SOLE   700,000 0 0
Suncor Energy Inc COM 867224107 41,280 1,500,000 SH   SOLE   1,500,000 0 0
Syntel Inc COM 87162H103 41,545 875,000 SH   SOLE   875,000 0 0
Sysco Corp COM 871829107 18,050 500,000 SH   SOLE   500,000 0 0
TJX Cos Inc COM 872540109 46,319 700,000 SH   SOLE   700,000 0 0
Texas Instruments Inc COM 882508104 25,755 500,000 SH   SOLE   500,000 0 0
Textura Corp COM 883211104 4,801 172,500 SH   SOLE   172,500 0 0
Thermo Fisher Scientific Inc COM 883556102 38,928 300,000 SH   SOLE   300,000 0 0
Tractor Supply Co COM 892356106 42,272 470,000 SH   SOLE   470,000 0 0
Twenty-First Century Fox Inc COM 90130A101 48,818 1,500,000 SH   SOLE   1,500,000 0 0
Tyler Technologies Inc COM 902252105 6,469 50,000 SH   SOLE   50,000 0 0
Ultratech Inc COM 904034105 11,600 625,000 SH   SOLE   625,000 0 0
United Therapeutics Corp COM 91307C102 13,220 76,000 SH   SOLE   76,000 0 0
Valeant Pharmaceuticals International Inc COM 91911K102 48,873 220,000 SH   SOLE   220,000 0 0
Veeva Systems Inc COM 922475108 4,905 175,000 SH   SOLE   175,000 0 0
Verizon Communications Inc COM 92343V104 46,610 1,000,000 SH   SOLE   1,000,000 0 0
Vertex Pharmaceuticals Inc COM 92532F100 30,870 250,000 SH   SOLE   250,000 0 0
Visa Inc COM 92826C839 80,580 1,200,000 SH   SOLE   1,200,000 0 0
Vocera Communications Inc COM 92857F107 11,450 1,000,000 SH   SOLE   1,000,000 0 0
Waddell & Reed Financial Inc COM 930059100 37,848 800,000 SH   SOLE   800,000 0 0
Wal-Mart Stores Inc COM 931142103 49,651 700,000 SH   SOLE   700,000 0 0
Wells Fargo & Co COM 949746101 50,616 900,000 SH   SOLE   900,000 0 0
Xilinx Inc COM 983919101 81,696 1,850,000 SH   SOLE   1,850,000 0 0
Zions Bancorporation COM 989701107 3,174 100,000 SH   SOLE   100,000 0 0
zulily Inc COM 989774104 3,454 264,900 SH   SOLE   264,900 0 0
Zogenix Inc COM 98978L204 3,401 2,024,600 SH   SOLE   2,024,600 0 0
Oxford Immunotec Global PLC COM G6855A103 10,041 725,000 SH   SOLE   725,000 0 0
ASML Holding NV COM N07059210 16,161 155,200 SH   SOLE   155,200 0 0
VistaPrint NV COM N20146101 16,832 200,000 SH   SOLE   200,000 0 0
Core Laboratories NV COM N22717107 8,553 75,000 SH   SOLE   75,000 0 0