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
ACTIVISION BLIZZARD INC COM 00507V109 91,880 2,876,650 SH   SOLE   2,876,650 0 0
ACTIVISION BLIZZARD INC COM 00507V109 46,995 1,471,350 SH   OTR 1 0 1,471,350 0
AFFILIATED MANAGERS GROUP COM 008252108 55,049 310,890 SH   SOLE   310,890 0 0
AFFILIATED MANAGERS GROUP COM 008252108 28,551 161,240 SH   OTR 1 0 161,240 0
ALEXION PHARMACEUTICALS INC COM 015351109 69,941 424,450 SH   SOLE   424,450 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 43,242 262,420 SH   OTR 1 0 262,420 0
ALLERGAN PLC SHS G0177J108 106,595 396,280 SH   SOLE   396,280 0 0
ALLERGAN PLC SHS G0177J108 55,614 206,750 SH   OTR 1 0 206,750 0
AMERISOURCEBERGEN CORP COM 03073E105 62,924 677,040 SH   SOLE   677,040 0 0
AMERISOURCEBERGEN CORP COM 03073E105 30,768 331,050 SH   OTR 1 0 331,050 0
ANALOG DEVICES INC COM 032654105 44,230 764,300 SH   SOLE   764,300 0 0
ANALOG DEVICES INC COM 032654105 20,874 360,700 SH   OTR 1 0 360,700 0
APPLE INC COM 037833100 42,835 386,666 SH   SOLE   386,666 0 0
APPLE INC COM 037833100 23,253 209,901 SH   OTR 1 0 209,901 0
APPLIED MATLS INC COM 038222105 46,556 3,025,100 SH   SOLE   3,025,100 0 0
APPLIED MATLS INC COM 038222105 20,787 1,350,700 SH   OTR 1 0 1,350,700 0
ASPEN TECHNOLOGY INC COM 045327103 31,189 775,270 SH   SOLE   775,270 0 0
ASPEN TECHNOLOGY INC COM 045327103 15,314 380,658 SH   OTR 1 0 380,658 0
BAIDU INC SPON ADR REP A 056752108 127,815 882,880 SH   SOLE   882,880 0 0
BAIDU INC SPON ADR REP A 056752108 63,100 435,867 SH   OTR 1 0 435,867 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 20,757 203,239 SH   SOLE   203,239 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 10,321 101,060 SH   OTR 1 0 101,060 0
CADENCE DESIGN SYSTEM INC COM 127387108 97,782 4,569,240 SH   SOLE   4,569,240 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 51,006 2,383,460 SH   OTR 1 0 2,383,460 0
CARTER INC COM 146229109 75,451 815,335 SH   SOLE   815,335 0 0
CARTER INC COM 146229109 43,188 466,699 SH   OTR 1 0 466,699 0
CBS CORP NEW CL B 124857202 65,579 1,546,307 SH   SOLE   1,546,307 0 0
CBS CORP NEW CL B 124857202 34,949 824,070 SH   OTR 1 0 824,070 0
CELGENE CORP COM 151020104 137,338 1,174,030 SH   SOLE   1,174,030 0 0
CELGENE CORP COM 151020104 71,998 615,470 SH   OTR 1 0 615,470 0
COSTCO WHSL CORP NEW COM 22160K105 100,148 676,860 SH   SOLE   676,860 0 0
COSTCO WHSL CORP NEW COM 22160K105 55,608 375,832 SH   OTR 1 0 375,832 0
DOLLAR GEN CORP NEW COM 256677105 73,541 1,090,300 SH   SOLE   1,090,300 0 0
DOLLAR GEN CORP NEW COM 256677105 39,505 585,700 SH   OTR 1 0 585,700 0
DOLLAR TREE INC COM 256746108 114,332 1,817,673 SH   SOLE   1,817,673 0 0
DOLLAR TREE INC COM 256746108 58,920 936,728 SH   OTR 1 0 936,728 0
FACEBOOK INC CL A 30303M102 129,916 1,406,020 SH   SOLE   1,406,020 0 0
FACEBOOK INC CL A 30303M102 60,243 651,980 SH   OTR 1 0 651,980 0
FIDELITY NATL INFORMATION SV COM 31620M106 28,868 411,580 SH   SOLE   411,580 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 13,216 188,420 SH   OTR 1 0 188,420 0
FISERV INC COM 337738108 34,787 388,470 SH   SOLE   388,470 0 0
FISERV INC COM 337738108 17,152 191,530 SH   OTR 1 0 191,530 0
FLEETCOR TECHNOLOGIES INC COM 339041105 54,548 374,720 SH   SOLE   374,720 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 27,466 188,680 SH   OTR 1 0 188,680 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 61,906 1,727,280 SH   SOLE   1,727,280 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 34,647 966,720 SH   OTR 1 0 966,720 0
GODADDY INC CL A 380237107 5,150 199,780 SH   SOLE   199,780 0 0
GODADDY INC CL A 380237107 2,584 100,220 SH   OTR 1 0 100,220 0
GOOGLE INC CL A 38259P508 147,417 220,025 SH   SOLE   220,025 0 0
GOOGLE INC CL A 38259P508 73,332 109,450 SH   OTR 1 0 109,450 0
IMMERSION CORP COM 452521107 2,052 176,921 SH   SOLE   176,921 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 140,590 601,350 SH   SOLE   601,350 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 74,093 316,920 SH   OTR 1 0 316,920 0
JD COM INC SPON ADR CL A 47215P106 16,181 587,550 SH   SOLE   587,550 0 0
JD COM INC SPON ADR CL A 47215P106 7,503 272,450 SH   OTR 1 0 272,450 0
LAM RESEARCH CORP COM 512807108 60,369 906,990 SH   SOLE   906,990 0 0
LAM RESEARCH CORP COM 512807108 30,733 461,740 SH   OTR 1 0 461,740 0
MALLINCKRODT PUB LTD CO SHS G5785G107 6,763 103,620 SH   SOLE   103,620 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 3,125 47,880 SH   OTR 1 0 47,880 0
MASTERCARD INC CL A 57636Q104 103,903 1,091,650 SH   SOLE   1,091,650 0 0
MASTERCARD INC CL A 57636Q104 54,189 569,330 SH   OTR 1 0 569,330 0
MARKET VECTORS ETF TR SEMICONDUCTOR 57060U233 8,895 170,400 SH   SOLE   170,400 0 0
MARKET VECTORS ETF TR SEMICONDUCTOR 57060U233 4,155 79,600 SH   OTR 1 0 79,600 0
NORDSTROM INC COM 655664100 70,435 1,036,424 SH   SOLE   1,036,424 0 0
NORDSTROM INC COM 655664100 35,941 528,850 SH   OTR 1 0 528,850 0
PAYPAL HLDGS INC COM 70450Y103 37,995 1,173,400 SH   SOLE   1,173,400 0 0
PAYPAL HLDGS INC COM 70450Y103 17,485 540,000 SH   OTR 1 0 540,000 0
PREMIER INC CL A 74051N102 73,712 2,027,287 SH   SOLE   2,027,287 0 0
PREMIER INC CL A 74051N102 42,154 1,159,358 SH   OTR 1 0 1,159,358 0
QORVO INC COM 74736K101 12,422 272,720 SH   SOLE   272,720 0 0
QORVO INC COM 74736K101 5,798 127,280 SH   OTR 1 0 127,280 0
QUALCOMM INC COM 747525103 59,042 1,042,964 SH   SOLE   1,042,964 0 0
QUALCOMM INC COM 747525103 33,388 589,791 SH   OTR 1 0 589,791 0
SHOPIFY INC CL A 82509L107 6,260 167,700 SH   SOLE   167,700 0 0
SHOPIFY INC CL A 82509L107 3,110 83,300 SH   OTR 1 0 83,300 0
SONY CORP ADR NEW 835699307 910 34,000 SH   SOLE   34,000 0 0
SONY CORP ADR NEW 835699307 7,081 264,600 SH   OTR 1 0 264,600 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 28,453 391,910 SH   SOLE   391,910 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 13,292 183,090 SH   OTR 1 0 183,090 0
SYNOPSYS INC COM 871607107 98,523 2,066,338 SH   SOLE   2,066,338 0 0
SYNOPSYS INC COM 871607107 54,931 1,152,085 SH   OTR 1 0 1,152,085 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 32,500 1,091,340 SH   SOLE   1,091,340 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16,131 541,660 SH   OTR 1 0 541,660 0
TERADYNE INC COM 880770102 43,764 2,300,968 SH   SOLE   2,300,968 0 0
TERADYNE INC COM 880770102 22,562 1,186,240 SH   OTR 1 0 1,186,240 0
TOTAL SYS SVCS INC COM 891906109 16,222 344,630 SH   SOLE   344,630 0 0
TOTAL SYS SVCS INC COM 891906109 7,653 162,590 SH   OTR 1 0 162,590 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 12,405 933,400 SH   SOLE   933,400 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 6,201 466,600 SH   OTR 1 0 466,600 0
TRIPADVISOR INC COM 896945201 17,791 282,300 SH   SOLE   282,300 0 0
TRIPADVISOR INC COM 896945201 9,463 150,152 SH   OTR 1 0 150,152 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 18,889 662,523 SH   SOLE   662,523 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 11,629 407,890 SH   OTR 1 0 407,890 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 50,185 295,499 SH   SOLE   295,499 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 27,224 160,301 SH   OTR 1 0 160,301 0
VERISK ANALYTICS INC COM 92345Y106 40,430 499,508 SH   SOLE   499,508 0 0
VERISK ANALYTICS INC COM 92345Y106 18,771 231,916 SH   OTR 1 0 231,916 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 21,538 1,131,810 SH   SOLE   1,131,810 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 9,101 478,250 SH   OTR 1 0 478,250 0
VIRTU FINL INC CL A 928254101 8,309 356,310 SH   SOLE   356,310 0 0
VIRTU FINL INC CL A 928254101 3,870 165,943 SH   OTR 1 0 165,943 0
VISA INC COM CL A 92826C839 137,070 1,872,036 SH   SOLE   1,872,036 0 0
VISA INC COM CL A 92826C839 75,149 1,026,340 SH   OTR 1 0 1,026,340 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 105,748 1,252,350 SH   SOLE   1,252,350 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 53,801 637,150 SH   OTR 1 0 637,150 0
WILLIAMS SONOMA INC COM 969904101 48,108 611,520 SH   SOLE   611,520 0 0
WILLIAMS SONOMA INC COM 969904101 22,695 288,480 SH   OTR 1 0 288,480 0
XILINX INC COM 983919101 52,567 1,182,077 SH   SOLE   1,182,077 0 0
XILINX INC COM 983919101 24,071 541,290 SH   OTR 1 0 541,290 0
ZOETIS INC CL A 98978V103 440 10,300 SH   SOLE   10,300 0 0