The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AAON Inc | COM | 000360206 | 11,610 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Life Technologies Corp | COM | 002120103 | 4,571 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| Abaxis Inc | COM | 002567105 | 22,272 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Abbott Laboratories | COM | 002824100 | 12,552 | 279,500 | SH | SOLE | 279,500 | 0 | 0 | ||
| Adobe Systems Inc | COM | 00724F101 | 33,818 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| Affiliated Managers Group Inc | COM | 008252108 | 39,940 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Google Inc | COM | 02079K107 | 72,094 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Google Inc | COM | 02079K305 | 73,911 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 60,830 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| Amber Road Inc | COM | 02318Y108 | 4,072 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| American Campus Communities Inc | REIT | 024835100 | 1,240 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| American Tower Corp | REIT | 03027X100 | 34,660 | 357,500 | SH | SOLE | 357,500 | 0 | 0 | ||
| Analog Devices Inc | COM | 032654105 | 2,766 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 152,574 | 1,449,500 | SH | SOLE | 1,449,500 | 0 | 0 | ||
| Applied Materials Inc | COM | 038222105 | 18,670 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Artisan Partners Asset Management Inc | COM | 04316A108 | 5,409 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Atara Biotherapeutics Inc | COM | 046513107 | 4,889 | 185,113 | SH | SOLE | 185,113 | 0 | 0 | ||
| Barnes Group Inc | COM | 067806109 | 10,617 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BioDelivery Sciences International Inc | COM | 09060J106 | 2,635 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| CBRE Group Inc | COM | 12504L109 | 22,477 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| CH Robinson Worldwide Inc | COM | 12541W209 | 12,404 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CME Group Inc/IL | COM | 12572Q105 | 18,120 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CVB Financial Corp | COM | 126600105 | 10,152 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Cara Therapeutics Inc | COM | 140755109 | 4,215 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Cardiovascular Systems Inc | COM | 141619106 | 3,024 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Carriage Services Inc | COM | 143905107 | 16,268 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| Celgene Corp | COM | 151020104 | 93,413 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| Cognizant Technology Solutions Corp | COM | 192446102 | 39,013 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| Colgate-Palmolive Co | COM | 194162103 | 19,986 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Connecture Inc | COM | 20786J106 | 1,444 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CoStar Group Inc | COM | 22160N109 | 12,401 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Crown Castle International Corp | REIT | 22822V101 | 16,858 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| Danaher Corp | COM | 235851102 | 55,728 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Dicerna Pharmaceuticals Inc | COM | 253031108 | 2,968 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Walt Disney Co/The | COM | 254687106 | 47,811 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| Drew Industries Inc | COM | 26168L205 | 13,700 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Echo Global Logistics Inc | COM | 27875T101 | 16,822 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| Egalet Corp | COM | 28226B104 | 2,810 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| Enservco Corp | COM | 29358Y102 | 648 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| Envestnet Inc | COM | 29404K106 | 11,940 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Equinix Inc | REIT | 29444U700 | 12,424 | 41,085 | SH | SOLE | 41,085 | 0 | 0 | ||
| Esperion Therapeutics Inc | COM | 29664W105 | 2,684 | 120,555 | SH | SOLE | 120,555 | 0 | 0 | ||
| Exact Sciences Corp | COM | 30063P105 | 12,322 | 1,335,000 | SH | SOLE | 1,335,000 | 0 | 0 | ||
| ExamWorks Group Inc | COM | 30066A105 | 4,389 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| ExlService Holdings Inc | COM | 302081104 | 3,370 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Expeditors International of Washington Inc | COM | 302130109 | 26,384 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| Express Scripts Holding Co | COM | 30219G108 | 113,633 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| Facebook Inc | COM | 30303M102 | 26,165 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FactSet Research Systems Inc | COM | 303075105 | 18,696 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| Fastenal Co | COM | 311900104 | 42,861 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| Financial Engines Inc | COM | 317485100 | 14,310 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| First Republic Bank/CA | COM | 33616C100 | 74,979 | 1,135,000 | SH | SOLE | 1,135,000 | 0 | 0 | ||
| Generac Holdings Inc | COM | 368736104 | 11,908 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Gilead Sciences Inc | COM | 375558103 | 46,041 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| HealthStream Inc | COM | 42222N103 | 5,412 | 246,000 | SH | SOLE | 246,000 | 0 | 0 | ||
| HEICO Corp | COM | 422806208 | 24,600 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Home Depot Inc/The | COM | 437076102 | 14,548 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| JB Hunt Transport Services Inc | COM | 445658107 | 22,008 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Iberiabank Corp | COM | 450828108 | 12,391 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Illinois Tool Works Inc | COM | 452308109 | 24,097 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 55,981 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| IntercontinentalExchange Inc | COM | 45866F104 | 33,314 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Intuitive Surgical Inc | COM | 46120E602 | 35,500 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 40,061 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| Kirby Corp | COM | 497266106 | 23,054 | 438,114 | SH | SOLE | 438,114 | 0 | 0 | ||
| Knight Transportation Inc | COM | 499064103 | 38,768 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| LKQ Corp | COM | 501889208 | 75,557 | 2,550,000 | SH | SOLE | 2,550,000 | 0 | 0 | ||
| Littelfuse Inc | COM | 537008104 | 11,290 | 105,504 | SH | SOLE | 105,504 | 0 | 0 | ||
| MSC Industrial Direct Co Inc | COM | 553530106 | 5,346 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 37,484 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| Medidata Solutions Inc | COM | 58471A105 | 3,697 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Medivation Inc | COM | 58501N101 | 6,768 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 82,943 | 1,495,000 | SH | SOLE | 1,495,000 | 0 | 0 | ||
| Monotype Imaging Holdings Inc | COM | 61022P100 | 3,546 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Myriad Genetics Inc | COM | 62855J104 | 8,632 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Neogen Corp | COM | 640491106 | 13,052 | 230,925 | SH | SOLE | 230,925 | 0 | 0 | ||
| NewLink Genetics Corp | COM | 651511107 | 11,373 | 312,550 | SH | SOLE | 312,550 | 0 | 0 | ||
| NextEra Energy Inc | COM | 65339F101 | 27,011 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| NIKE Inc | COM | 654106103 | 32,500 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| Nordson Corp | COM | 655663102 | 19,245 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NorthWestern Corp | COM | 668074305 | 23,056 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| NxStage Medical Inc | COM | 67072V103 | 10,407 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| O'Reilly Automotive Inc | COM | 67103H107 | 63,355 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Old Dominion Freight Line Inc | COM | 679580100 | 9,038 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 47,489 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| Orexigen Therapeutics Inc | COM | 686164104 | 860 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Otonomy Inc | COM | 68906L105 | 8,081 | 291,194 | SH | SOLE | 291,194 | 0 | 0 | ||
| Patrick Industries Inc | COM | 703343103 | 6,090 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Pegasystems Inc | COM | 705573103 | 19,250 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| Pool Corp | COM | 73278L105 | 1,212 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Praxair Inc | COM | 74005P104 | 17,408 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| T Rowe Price Group Inc | COM | 74144T108 | 9,294 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Proofpoint Inc | COM | 743424103 | 1,625 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Prosperity Bancshares Inc | COM | 743606105 | 13,162 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| Proto Labs Inc | COM | 743713109 | 11,783 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| Proteon Therapeutics Inc | COM | 74371L109 | 4,720 | 304,303 | SH | SOLE | 304,303 | 0 | 0 | ||
| QAD Inc | COM | 74727D306 | 8,208 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Q2 Holdings Inc | COM | 74736L109 | 5,274 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Qualys Inc | COM | 74758T303 | 3,990 | 120,570 | SH | SOLE | 120,570 | 0 | 0 | ||
| Questar Corp | COM | 748356102 | 15,584 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| Ross Stores Inc | COM | 778296103 | 38,474 | 715,000 | SH | SOLE | 715,000 | 0 | 0 | ||
| SPS Commerce Inc | COM | 78463M107 | 8,776 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SPDR S&P Regional Banking ETF | ETF | 78464A698 | 20,960 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| John B Sanfilippo & Son Inc | COM | 800422107 | 17,560 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| Henry Schein Inc | COM | 806407102 | 43,502 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| Schlumberger Ltd | COM | 806857108 | 27,203 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| AO Smith Corp | COM | 831865209 | 32,559 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| STAAR Surgical Co | COM | 852312305 | 6,180 | 865,528 | SH | SOLE | 865,528 | 0 | 0 | ||
| Stericycle Inc | COM | 858912108 | 47,034 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| Strattec Security Corp | COM | 863111100 | 2,825 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Stryker Corp | COM | 863667101 | 42,288 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| Suncor Energy Inc | COM | 867224107 | 25,155 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| Syntel Inc | COM | 87162H103 | 19,572 | 432,540 | SH | SOLE | 432,540 | 0 | 0 | ||
| TJX Cos Inc | COM | 872540109 | 35,455 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Teladoc Inc | COM | 87918A105 | 2,694 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Texas Instruments Inc | COM | 882508104 | 13,703 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Textura Corp | COM | 883211104 | 3,237 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 28,370 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Tractor Supply Co | COM | 892356106 | 26,120 | 305,500 | SH | SOLE | 305,500 | 0 | 0 | ||
| Twenty-First Century Fox Inc | COM | 90130A101 | 31,777 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
| Tyler Technologies Inc | COM | 902252105 | 13,074 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Veeva Systems Inc | COM | 922475108 | 4,039 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Verizon Communications Inc | COM | 92343V104 | 25,421 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 20,447 | 162,500 | SH | SOLE | 162,500 | 0 | 0 | ||
| Visa Inc | COM | 92826C839 | 60,489 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| Virtusa Corp | COM | 92827P102 | 5,168 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Vocera Communications Inc | COM | 92857F107 | 7,046 | 577,510 | SH | SOLE | 577,510 | 0 | 0 | ||
| WNS Holdings Ltd | ADR | 92932M101 | 3,119 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Waddell & Reed Financial Inc | COM | 930059100 | 3,454 | 120,500 | SH | SOLE | 120,500 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 30,650 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Wells Fargo & Co | COM | 949746101 | 40,770 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Westamerica Bancorporation | COM | 957090103 | 7,013 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Xilinx Inc | COM | 983919101 | 28,182 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Zions Bancorporation | COM | 989701107 | 2,730 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Allergan plc | COM | G0177J108 | 28,451 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| LivaNova PLC | COM | G5509L101 | 7,421 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Oxford Immunotec Global PLC | COM | G6855A103 | 7,079 | 615,531 | SH | SOLE | 615,531 | 0 | 0 | ||
| ASML Holding NV | COM | N07059210 | 5,770 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| VistaPrint NV | COM | N20146101 | 15,498 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| Core Laboratories NV | COM | N22717107 | 10,874 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||