<?xml version="1.0" ?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
  <infoTable>
    <nameOfIssuer>A.O. Smith</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>831865209</cusip>
    <value>6001</value>
    <shrsOrPrnAmt>
      <sshPrnamt>130400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>130400</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Adobe Systems</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>00724F101</cusip>
    <value>159612</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2427931</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2427931</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Advance Auto Parts</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>00751Y106</cusip>
    <value>109660</value>
    <shrsOrPrnAmt>
      <sshPrnamt>866881</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>866881</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Amazon</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>23135106</cusip>
    <value>157540</value>
    <shrsOrPrnAmt>
      <sshPrnamt>468361</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>468361</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Apple</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>37833100</cusip>
    <value>129161</value>
    <shrsOrPrnAmt>
      <sshPrnamt>240640</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>240640</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Automatic Data Processing</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>53015103</cusip>
    <value>37056</value>
    <shrsOrPrnAmt>
      <sshPrnamt>479626</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>479626</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BioMarin</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>09061G101</cusip>
    <value>110686</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1622724</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1622724</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>BlackRock</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>09247X101</cusip>
    <value>65710</value>
    <shrsOrPrnAmt>
      <sshPrnamt>208947</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>208947</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Bristol-Myers</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>110122108</cusip>
    <value>84360</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1623871</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1623871</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cameron Intl</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>13342B105</cusip>
    <value>91219</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1476753</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1476753</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cerner</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>156782104</cusip>
    <value>79424</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1411974</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1411974</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Chipotle Mexican Grill</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>169656105</cusip>
    <value>7157</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>12600</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Cisco Systems</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>17275R102</cusip>
    <value>120980</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5397260</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>5397260</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Citrix Systems</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>177376100</cusip>
    <value>151372</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2635305</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2635305</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Copa Holdings</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>P31076105</cusip>
    <value>57751</value>
    <shrsOrPrnAmt>
      <sshPrnamt>397763</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>397763</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Core Laboratories</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>N22717107</cusip>
    <value>3483</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17550</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>17550</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Costco</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>22160K105</cusip>
    <value>83073</value>
    <shrsOrPrnAmt>
      <sshPrnamt>743846</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>743846</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Covidien</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>G2554F113</cusip>
    <value>96362</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1308202</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1308202</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>DaVita</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>23918K108</cusip>
    <value>112615</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1635658</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1635658</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Donaldson</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>257651109</cusip>
    <value>3791</value>
    <shrsOrPrnAmt>
      <sshPrnamt>89400</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>89400</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ecolab Inc.</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>278865100</cusip>
    <value>47566</value>
    <shrsOrPrnAmt>
      <sshPrnamt>440463</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>440463</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Fiserv, Inc.</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>337738108</cusip>
    <value>7398</value>
    <shrsOrPrnAmt>
      <sshPrnamt>130500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>130500</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Gilead Sciences</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>375558103</cusip>
    <value>93902</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1325178</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1325178</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Global Payments</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>37940X102</cusip>
    <value>4956</value>
    <shrsOrPrnAmt>
      <sshPrnamt>69700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>69700</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>GNC Holdings</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>36191G107</cusip>
    <value>86294</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1960327</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1960327</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Google</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>38259P508</cusip>
    <value>153854</value>
    <shrsOrPrnAmt>
      <sshPrnamt>138046</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>138046</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Greenhill &amp; Co.</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>395259104</cusip>
    <value>48840</value>
    <shrsOrPrnAmt>
      <sshPrnamt>939599</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>939599</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Halliburton Company</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>406216101</cusip>
    <value>105368</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1789235</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1789235</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Healthcare Services Group</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>421906108</cusip>
    <value>5764</value>
    <shrsOrPrnAmt>
      <sshPrnamt>198350</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>198350</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Honeywell International</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>438516106</cusip>
    <value>106579</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1148981</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1148981</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IHS</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>451734107</cusip>
    <value>99555</value>
    <shrsOrPrnAmt>
      <sshPrnamt>819379</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>819379</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IMAX</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>45245E109</cusip>
    <value>5625</value>
    <shrsOrPrnAmt>
      <sshPrnamt>205800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>205800</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intl Business Machines</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>459200101</cusip>
    <value>94360</value>
    <shrsOrPrnAmt>
      <sshPrnamt>490209</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>490209</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Intuit</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>461202103</cusip>
    <value>62463</value>
    <shrsOrPrnAmt>
      <sshPrnamt>803589</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>803589</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>IPG Photonics</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>44980X109</cusip>
    <value>7040</value>
    <shrsOrPrnAmt>
      <sshPrnamt>99050</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>99050</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Keurig Green Mountain</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>49271m100</cusip>
    <value>5269</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49900</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>49900</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>McCormick &amp; Co.</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>579780206</cusip>
    <value>2629</value>
    <shrsOrPrnAmt>
      <sshPrnamt>36650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>36650</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Mead Johnson</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>582839106</cusip>
    <value>89845</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1080648</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1080648</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MICROS Systems</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>594901100</cusip>
    <value>59170</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1117899</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1117899</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Microsoft</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>594918104</cusip>
    <value>44276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1080178</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1080178</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Monster Beverage</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>611740101</cusip>
    <value>72661</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1046236</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1046236</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MSC Industrial Direct</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>553530106</cusip>
    <value>3945</value>
    <shrsOrPrnAmt>
      <sshPrnamt>45600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>45600</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NIKE</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>654106103</cusip>
    <value>69237</value>
    <shrsOrPrnAmt>
      <sshPrnamt>937413</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>937413</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Occidental Petroleum</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>674599105</cusip>
    <value>69788</value>
    <shrsOrPrnAmt>
      <sshPrnamt>732372</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>732372</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PepsiCo</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>713448108</cusip>
    <value>47492</value>
    <shrsOrPrnAmt>
      <sshPrnamt>568772</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>568772</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Portfolio Recovery Associates</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>73640Q105</cusip>
    <value>8063</value>
    <shrsOrPrnAmt>
      <sshPrnamt>139350</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>139350</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Praxair</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>74005P104</cusip>
    <value>79958</value>
    <shrsOrPrnAmt>
      <sshPrnamt>610504</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>610504</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Priceline Group</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>741503403</cusip>
    <value>139167</value>
    <shrsOrPrnAmt>
      <sshPrnamt>116762</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>116762</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Procter &amp; Gamble</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>742718109</cusip>
    <value>53332</value>
    <shrsOrPrnAmt>
      <sshPrnamt>661682</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>661682</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALCOMM</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>747525103</cusip>
    <value>211881</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2686804</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2686804</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Range Resources</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>75281A109</cusip>
    <value>189857</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2288265</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2288265</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Restoration Hardware</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>761283100</cusip>
    <value>3657</value>
    <shrsOrPrnAmt>
      <sshPrnamt>49700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>49700</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Roper Industries</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>776696106</cusip>
    <value>78699</value>
    <shrsOrPrnAmt>
      <sshPrnamt>589465</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>589465</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ross Stores</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>778296103</cusip>
    <value>2133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>29800</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Southwestern Energy</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>845467109</cusip>
    <value>7677</value>
    <shrsOrPrnAmt>
      <sshPrnamt>166850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>166850</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Symantec Corporation</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>871503108</cusip>
    <value>1681</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>84200</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TD Ameritrade</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>87236Y108</cusip>
    <value>51349</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1512485</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1512485</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tiffany &amp; Co.</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>886547108</cusip>
    <value>6991</value>
    <shrsOrPrnAmt>
      <sshPrnamt>81150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>81150</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Trimble Navigation Ltd.</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>896239100</cusip>
    <value>3710</value>
    <shrsOrPrnAmt>
      <sshPrnamt>95450</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>95450</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Tupperware Brands</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>899896104</cusip>
    <value>8137</value>
    <shrsOrPrnAmt>
      <sshPrnamt>97150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>97150</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Twenty-First Century Fox</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>90130A101</cusip>
    <value>83447</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2610160</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>2610160</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Ulta</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>90384S303</cusip>
    <value>4628</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>47500</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Under Armour</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>904311107</cusip>
    <value>96717</value>
    <shrsOrPrnAmt>
      <sshPrnamt>843659</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>843659</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>United Technologies</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>913017109</cusip>
    <value>56649</value>
    <shrsOrPrnAmt>
      <sshPrnamt>484846</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>484846</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Vertex Pharmaceuticals</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>92532F100</cusip>
    <value>91113</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1288363</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1288363</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Visa</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>92826C839</cusip>
    <value>187400</value>
    <shrsOrPrnAmt>
      <sshPrnamt>868155</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>868155</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WABCO</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>92927K102</cusip>
    <value>78752</value>
    <shrsOrPrnAmt>
      <sshPrnamt>746041</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>746041</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Waters Corporation</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>941848103</cusip>
    <value>5437</value>
    <shrsOrPrnAmt>
      <sshPrnamt>50150</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>50150</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>Yum! Brands</nameOfIssuer>
    <titleOfClass>cs</titleOfClass>
    <cusip>988498101</cusip>
    <value>109917</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1457972</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>0</Sole>
      <Shared>0</Shared>
      <None>1457972</None>
    </votingAuthority>
  </infoTable>
</informationTable>
