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
ALERE INC COM 01449J105 400 7,580 SH   SOLE   7,580 0 0
AMAZON COM INC COM 023135106 6,207 14,298 SH   SOLE   14,298 0 0
APPLE INC COM 037833100 14,865 118,520 SH   SOLE   118,520 0 0
ATRICURE INC COM 04963C209 5,827 236,501 SH   SOLE   236,501 0 0
ATTUNITY LTD SHS NEW M15332121 4,414 337,700 SH   SOLE   337,700 0 0
AVG TECHNOLOGIES N V SHS N07831105 515 18,940 SH   SOLE   18,940 0 0
BROOKDALE SR LIVING INC COM 112463104 8,582 247,320 SH   SOLE   247,320 0 0
CANADIAN NATL RY CO COM 136375102 4,398 76,159 SH   SOLE   76,159 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 5,388 203,715 SH   SOLE   203,716 0 0
CELGENE CORP COM 151020104 204 1,760 SH   SOLE   1,760 0 0
CEPHEID COM 1567OR107 13,758 224,982 SH   SOLE   224,982 0 0
CIMAREX ENERGY CO COM 171798101 3,770 34,175 SH   SOLE   34,175 0 0
CITRIX SYS INC COM 177376100 5,884 83,865 SH   SOLE   83,865 0 0
COGENTIX MED INC COM 19243A104 705 435,340 SH   SOLE   435,340 0 0
CUTERA INC COM 232109108 558 36,050 SH   SOLE   36,050 0 0
DEXCOM INC COM 252131107 11,510 143,907 SH   SOLE   143,907 0 0
DONALDSON INC COM 257651109 4,915 137,297 SH   SOLE   137,297 0 0
ECOLAB INC COM 278865100 9,316 82,394 SH   SOLE   82,394 0 0
ENERGIZER HLDGS INC COM 29266R108 7,242 55,050 SH   SOLE   55,050 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 6,989 233,826 SH   SOLE   233,826 0 0
EXXON MOBIL CORP COM 30231G102 311 3,735 SH   SOLE   3,735 0 0
FACEBOOK INC CL A 30303M102 18,676 217,760 SH   SOLE   217,760 0 0
GOOGLE INC CL A 38259P508 6,228 11,532 SH   SOLE   11,532 0 0
GOOGLE INC CL C 38259P706 2,117 4,068 SH   SOLE   4,068 0 0
HCA HOLDINGS INC COM 40412C101 11,845 130,571 SH   SOLE   130,571 0 0
HCA HOLDINGS INC 07/17/15 PUT 40412C951 6 1,281 SH Put SOLE   1,281 0 0
HOME DEPOT INC COM 437076102 567 5,100 SH   SOLE   5,100 0 0
INFOBLOX INC COM 45672H104 512 19,550 SH   SOLE   19,550 0 0
ISHARES MSCI GERMANY ETF 464286806 2,926 104,960 SH   SOLE   104,960 0 0
JOHNSON & JOHNSON COM 478160104 242 2,486 SH   SOLE   2,486 0 0
NORFOLK SOUTHERN CORP COM 655844108 238 2,729 SH   SOLE   2,729 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 5,581 128,085 SH   SOLE   128,085 0 0
PROCTER & GAMBLE CO COM 742718109 213 2,723 SH   SOLE   2,723 0 0
PROOFPOINT INC COM 743424103 521 8,180 SH   SOLE   8,180 0 0
QUEST DIAGNOSTICS COM 74834L100 273 3,764 SH   SOLE   3,764 0 0
RED HAT INC COM 756577102 605 7,966 SH   SOLE   7,966 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 10,234 231,750 SH   SOLE   231,750 0 0
ST JUDE MED INC COM 790849103 6,259 85,657 SH   SOLE   85,657 0 0
SUNEDISON INC COM 86732Y109 6,306 210,820 SH   SOLE   210,820 0 0
SUNPOWER CORP COM 867652406 5,156 181,470 SH   SOLE   181,470 0 0
TERRAFORM PWR INC CL A COM 88104R100 6,385 168,120 SH   SOLE   168,120 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 357 2,750 SH   SOLE   2,750 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 7,918 48,179 SH   SOLE   48,179 0 0
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 10,605 172,185 SH   SOLE   172,185 0 0