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
3D SYSTEMS CORP COM 88554D205 5,169 117,750 SH   SOLE   36,500 0 81,250
ABBOTT LABORATORIES COM 002824100 412,475 11,825,547 SH   SOLE   3,979,047 0 7,846,500
ABBVIE INC. COM 00287Y109 247,182 5,979,247 SH   SOLE   2,515,147 0 3,464,100
ABIOMED INC. COM 003654100 124,013 5,751,990 SH   SOLE   4,585,873 0 1,166,117
ACCENTURE PLC COM G1151C101 256,257 3,561,100 SH   SOLE   103,500 0 3,457,600
ACCURAY INC. COM 004397105 45,126 7,861,600 SH   SOLE   6,386,300 0 1,475,300
ACTIVE NETWORK COM 00506D100 67,173 8,873,587 SH   SOLE   6,135,787 0 2,737,800
ACTIVISION BLIZZARD COM 00507V109 87,355 6,125,900 SH   SOLE   1,436,500 0 4,689,400
ADOBE SYS INC COM 00724F101 1,826,511 40,090,232 SH   SOLE   10,444,050 0 29,646,182
AECOM TECHNOLOGY CORP COM 00766T100 104,230 3,278,700 SH   SOLE   1,381,500 0 1,897,200
AES CORP COM 00130H105 25,659 2,139,996 SH   SOLE   0 0 2,139,996
AFFYMETRIX INC. COM 00826T108 29,378 6,616,740 SH   SOLE   3,568,840 0 3,047,900
AGILENT TECHNOLOGIES COM 00846U101 4,101 95,909 SH   SOLE   18,691 0 77,218
AKAMAI TECHNOLOGIES COM 00971T101 3,489 82,000 SH   SOLE   80,000 0 2,000
ALASKA AIRGROUP INC. COM 011659109 185,864 3,574,300 SH   SOLE   437,600 0 3,136,700
ALEXANDER & BALDWIN INC. COM 014491104 31,387 789,600 SH   SOLE   715,800 0 73,800
ALLEGIANT TRAVEL CO COM 01748X102 2,205 20,800 SH   SOLE   20,800 0 0
ALTERA CORP. COM 021441100 321,537 9,746,500 SH   SOLE   3,881,600 0 5,864,900
AMAZON.COM INC COM 023135106 39,571 142,500 SH   SOLE   0 0 142,500
AMERICAN EXPRESS CO. COM 025816109 51,532 689,300 SH   SOLE   117,000 0 572,300
AMGEN INC. COM 031162100 3,684,851 37,348,991 SH   SOLE   9,565,323 0 27,783,668
ANALOG DEVICES COM 032654105 74,919 1,662,650 SH   SOLE   53,000 0 1,609,650
APPLE INC COM 037833100 56,228 141,800 SH   SOLE   0 0 141,800
APPLIED MATERIALS COM 038222105 107,636 7,219,055 SH   SOLE   3,667,855 0 3,551,200
ARKANSAS BEST CORP COM 040790107 21,500 936,800 SH   SOLE   756,300 0 180,500
ASCENA RETAIL GROUP COM 04351G101 56,582 3,242,500 SH   SOLE   431,500 0 2,811,000
ASML HOLDING NV COM N07059210 372,997 4,715,511 SH   SOLE   1,544,317 0 3,171,194
AUDIENCE COM 05070J102 6,295 476,500 SH   SOLE   289,900 0 186,600
BABCOCK & WILCOX CO. NEW COM 05615F102 24,853 827,600 SH   SOLE   384,950 0 442,650
BED BATH & BEYOND INC. COM 075896100 369,292 5,208,636 SH   SOLE   1,529,604 0 3,679,032
BERKSHIRE HATHAWAY B COM 084670702 456,209 4,076,206 SH   SOLE   1,417,556 0 2,658,650
BIOGEN IDEC COM 09062X103 3,926,713 18,246,809 SH   SOLE   3,540,482 0 14,706,327
BIOMARIN PHARMA COM 09061G101 428,709 7,684,329 SH   SOLE   2,521,720 0 5,162,609
BLACKBERRY LTD COM 09228F103 282,811 27,011,539 SH   SOLE   6,700,989 0 20,310,550
BOEING CO. COM 097023105 374,889 3,659,591 SH   SOLE   1,267,231 0 2,392,360
BOISE CASCADE LLC COM 09739D100 940 37,000 SH   SOLE   3,100 0 33,900
BOSTON SCIENTIFIC CORP COM 101137107 454,594 49,039,219 SH   SOLE   8,530,688 0 40,508,531
BOULDER BRANDS, INC. COM 101405108 57,473 4,769,505 SH   SOLE   3,313,405 0 1,456,100
BROCADE COMM SYS COM 111621306 6,826 1,185,000 SH   SOLE   0 0 1,185,000
CABOT CORP COM 127055101 37,794 1,010,000 SH   SOLE   260,000 0 750,000
CABOT OIL & GAS CORP COM 127097103 87,149 1,227,100 SH   SOLE   250,200 0 976,900
CALLAWAY GOLF CO. COM 131193104 6,704 1,018,771 SH   SOLE   303,102 0 715,669
CAMERON INTL CORP. COM 13342B105 110,152 1,801,050 SH   SOLE   670,100 0 1,130,950
CANADIAN PACIFIC RAILWAY COM 13645T100 59,055 486,530 SH   SOLE   7,400 0 479,130
CARDICA INC COM 14141R101 2,886 2,599,600 SH   SOLE   1,976,600 0 623,000
CARMAX INC. COM 143130102 606,497 13,139,008 SH   SOLE   6,451,131 0 6,687,877
CARNIVAL CORP COM 143658300 574,774 16,762,157 SH   SOLE   7,055,368 0 9,706,789
CATERPILLAR INC DEL COM 149123101 364,195 4,415,014 SH   SOLE   991,249 0 3,423,765
CELANESE CORP COM 150870103 24,640 550,000 SH   SOLE   225,000 0 325,000
CENOVUS ENERGY INC COM 15135U109 4,278 150,000 SH   SOLE   0 0 150,000
CEPHEID COM 15670R107 74,450 2,163,000 SH   SOLE   1,827,700 0 335,300
CERNER CORP COM 156782104 1,009 10,500 SH   SOLE   0 0 10,500
CH ROBINSON WORLDWIDE COM 12541W209 496,178 8,811,548 SH   SOLE   2,143,376 0 6,668,172
CHARLES RIVER LAB COM 159864107 67,285 1,639,900 SH   SOLE   788,400 0 851,500
CHICAGO BRIDGE & IRON COM 167250109 18,763 314,500 SH   SOLE   0 0 314,500
CHUBB CORP. COM 171232101 456,174 5,388,946 SH   SOLE   1,855,996 0 3,532,950
CIENA CORP COM 171779309 12,862 662,326 SH   SOLE   46,513 0 615,813
CIRCOR CORP COM 17273K109 29,168 573,500 SH   SOLE   356,500 0 217,000
CISCO SYSTEMS INC COM 17275R102 112,673 4,634,839 SH   SOLE   2,804,239 0 1,830,600
COLFAX COM 194014106 5,930 113,800 SH   SOLE   43,800 0 70,000
COMERICA COM 200340107 13,164 330,500 SH   SOLE   199,500 0 131,000
COMSCORE COM 20564W105 87,877 3,602,982 SH   SOLE   2,828,260 0 774,722
CORNING INC COM 219350105 283,346 19,911,850 SH   SOLE   4,408,400 0 15,503,450
COSTCO WHOLESALE COM 22160K105 158,806 1,436,250 SH   SOLE   0 0 1,436,250
CREE INC. COM 225447101 542,343 8,492,691 SH   SOLE   4,026,502 0 4,466,189
CROWN HOLDINGS INC. COM 228368106 4,298 104,500 SH   SOLE   4,300 0 100,200
CSX CORP. COM 126408103 28,097 1,211,600 SH   SOLE   404,700 0 806,900
CUMMINS INC COM 231021106 9,018 83,150 SH   SOLE   0 0 83,150
CVS CAREMARK CORP COM 126650100 1,201 21,000 SH   SOLE   0 0 21,000
DEERE & CO COM 244199105 161,769 1,991,000 SH   SOLE   0 0 1,991,000
DELL INC COM 24702R101 2,664 200,000 SH   SOLE   0 0 200,000
DELTA AIR LINES DEL COM 247361702 286,974 15,338,000 SH   SOLE   7,489,700 0 7,848,300
DENDREON CORP. COM 24823Q107 15,535 3,770,700 SH   SOLE   1,193,800 0 2,576,900
DESCARTES SYS GRP INC COM 249906108 58,535 5,076,790 SH   SOLE   411,490 0 4,665,300
DIEBOLD COM 253651103 10,107 300,000 SH   SOLE   300,000 0 0
DIRECTV COM STK COM 25490A309 922,229 14,966,390 SH   SOLE   3,191,054 0 11,775,336
DISNEY WALT CO. COM 254687106 578,948 9,167,824 SH   SOLE   2,271,600 0 6,896,224
DONALDSON INC COM 257651109 35,475 994,800 SH   SOLE   0 0 994,800
DOW CHEMICAL CO. COM 260543103 54,158 1,683,500 SH   SOLE   1,257,300 0 426,200
DREAM WORKS ANIMATION COM 26153C103 222,252 8,661,400 SH   SOLE   5,498,300 0 3,163,100
DU PONT E.I. DE NEMOURS COM 263534109 40,756 776,300 SH   SOLE   321,200 0 455,100
DYAX CORP. COM 26746E103 37,738 10,906,810 SH   SOLE   7,326,370 0 3,580,440
EADS INDUSTRIAL - EUR COM 004012250 335,349 6,275,290 SH   SOLE   454,300 0 5,820,990
EDISON INTERNATIONAL COM 281020107 1,724 35,800 SH   SOLE   0 0 35,800
EDWARDS LIFE COM 28176E108 18,816 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 501,728 21,842,749 SH   SOLE   10,283,249 0 11,559,500
ELLIE MAE COM 28849P100 16,569 717,900 SH   SOLE   611,500 0 106,400
EMC CORP/MASS COM 268648102 588,826 24,929,149 SH   SOLE   7,583,352 0 17,345,797
ENCANA CORP. COM 292505104 114,535 6,761,202 SH   SOLE   3,173,602 0 3,587,600
ENSCO PLC COM G3157S106 8,747 150,507 SH   SOLE   0 0 150,507
ENTEGRIS INC COM 29362U104 49,887 5,312,766 SH   SOLE   637,732 0 4,675,034
EOG RESOURCES INC. COM 26875P101 408,140 3,099,482 SH   SOLE   673,732 0 2,425,750
EPIZYME COM 29428V104 6,765 240,500 SH   SOLE   77,600 0 162,900
ERICSSON COM 294821608 290,315 25,737,114 SH   SOLE   5,648,200 0 20,088,914
EXACTARGET COM 30064K105 75,378 2,235,407 SH   SOLE   1,840,049 0 395,358
EXELON CORP COM 30161N101 20,776 672,800 SH   SOLE   410,800 0 262,000
EXPEDITORS INTL OF WASH COM 302130109 105,972 2,788,000 SH   SOLE   463,100 0 2,324,900
EXXON MOBIL CORP. COM 30231G102 65,695 727,112 SH   SOLE   65,000 0 662,112
F5 NETWORKS INC COM 315616102 18,828 273,656 SH   SOLE   35,000 0 238,656
FARO TECHNOLOGIES INC. COM 311642102 40,857 1,208,083 SH   SOLE   940,305 0 267,778
FEDEX CORP COM 31428X106 1,896,933 19,242,579 SH   SOLE   3,308,301 0 15,934,278
FEI COMPANY COM 30241L109 67,808 929,000 SH   SOLE   357,000 0 572,000
FIRSTENERGY CORP. COM 337932107 448 12,000 SH   SOLE   0 0 12,000
FLEXTRONICS INTL LTD COM Y2573F102 371,417 47,986,717 SH   SOLE   24,041,733 0 23,944,984
FLUIDIGM CORP. COM 34385P108 65,411 3,746,323 SH   SOLE   2,515,781 0 1,230,542
FORMFACTOR INC COM 346375108 52,312 7,749,918 SH   SOLE   1,553,518 0 6,196,400
FREEPORT-MCMORAN COPPER & GOLD COM 35671D857 202 7,300 SH   SOLE   5,200 0 2,100
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 505,989 10,125,855 SH   SOLE   3,584,605 0 6,541,250
GOOGLE COM 38259P508 2,692,913 3,058,842 SH   SOLE   754,020 0 2,304,822
GRANITE CONSTR INC COM 387328107 8,630 290,000 SH   SOLE   0 0 290,000
GREIF CL A COM 397624107 20,673 392,500 SH   SOLE   248,700 0 143,800
GREIF CL B COM 397624206 6,440 114,881 SH   SOLE   78,381 0 36,500
GUIDANCE SOFTWARE COM 401692108 24,385 2,790,000 SH   SOLE   1,600,600 0 1,189,400
HASBRO INC. COM 418056107 587 13,100 SH   SOLE   0 0 13,100
HERTZ GLOBAL HLDS COM 42805T105 16,108 649,500 SH   SOLE   346,500 0 303,000
HESS CORPORATION COM 42809H107 1,346 20,250 SH   SOLE   0 0 20,250
HEWLETT-PACKARD CO. COM 428236103 366,454 14,776,352 SH   SOLE   1,934,702 0 12,841,650
HONEYWELL INTL. INC. COM 438516106 977,515 12,320,581 SH   SOLE   2,814,592 0 9,505,989
IDEX CORP COM 45167R104 33,039 614,000 SH   SOLE   90,000 0 524,000
ILLUMINA INC COM 452327109 151,790 2,028,200 SH   SOLE   585,400 0 1,442,800
IMMUNOGEN COM 45253H101 207,498 12,507,427 SH   SOLE   9,482,517 0 3,024,910
INSULET CORP. COM 45784P101 58,610 1,865,956 SH   SOLE   1,533,756 0 332,200
INTEL CORP COM 458140100 453,499 18,724,151 SH   SOLE   4,464,424 0 14,259,727
INTERMUNE COM 45884X103 58,895 6,122,100 SH   SOLE   4,316,900 0 1,805,200
INTL BUS MACHINES CORP. COM 459200101 38,604 202,000 SH   SOLE   0 0 202,000
INTL PAPER CO COM 460146103 3,323 75,000 SH   SOLE   0 0 75,000
INTUIT INC COM 461202103 1,029,074 16,861,778 SH   SOLE   3,087,103 0 13,774,675
ISOFTSTONE HOLDINGS COM 46489B108 88 17,000 SH   SOLE   0 0 17,000
JABIL CIRCUIT COM 466313103 75,065 3,683,260 SH   SOLE   2,354,060 0 1,329,200
JACOBS ENGR GROUP DEL COM 469814107 92,329 1,674,758 SH   SOLE   763,847 0 910,911
JET BLUE AIRWAYS COM 477143101 140,453 22,294,189 SH   SOLE   12,884,799 0 9,409,390
JOHNSON & JOHNSON COM 478160104 1,201,704 13,996,087 SH   SOLE   4,890,700 0 9,105,387
KALOBIOS PHARMA COM 48344T100 20,838 3,681,675 SH   SOLE   1,195,300 0 2,486,375
KELLOGG CO. COM 487836108 181,700 2,828,900 SH   SOLE   1,323,600 0 1,505,300
KIRBY CORP. COM 497266106 84,567 1,063,200 SH   SOLE   927,300 0 135,900
KLA-TENCOR CORP. COM 482480100 359,158 6,444,600 SH   SOLE   1,557,600 0 4,887,000
L BRANDS COM 501797104 989,183 20,084,943 SH   SOLE   7,656,841 0 12,428,102
LAS VEGAS SANDS CORP. COM 517834107 35,802 676,400 SH   SOLE   0 0 676,400
LIFE TECHNOLOGIES CORP COM 53217V109 987,252 13,339,442 SH   SOLE   2,958,576 0 10,380,866
LILLY ELI & CO COM 532457108 2,402,010 48,900,865 SH   SOLE   11,384,815 0 37,516,050
LOWES COS INC COM 548661107 59,841 1,463,100 SH   SOLE   223,600 0 1,239,500
LUMINEX CORP COM 55027E102 52,905 2,566,980 SH   SOLE   1,969,120 0 597,860
MACY'S COM 55616P104 24,106 502,200 SH   SOLE   60,000 0 442,200
MARKETAXESS HLDGS INC. COM 57060D108 32,955 704,920 SH   SOLE   612,220 0 92,700
MARSH & MCLENNAN COS. COM 571748102 1,163,084 29,135,363 SH   SOLE   8,733,818 0 20,401,545
MASTERCARD INC CL A COM 57636Q104 49,306 85,825 SH   SOLE   10,400 0 75,425
MATSON, INC. COM 57686G105 12,757 510,300 SH   SOLE   456,400 0 53,900
MATTEL INC COM 577081102 379,965 8,385,905 SH   SOLE   3,276,805 0 5,109,100
MCDERMOTT INTL. COM 580037109 2,045 250,000 SH   SOLE   0 0 250,000
MEDTRONIC INC COM 585055106 1,653,748 32,130,321 SH   SOLE   7,438,629 0 24,691,692
MERCURY GENERAL CORP COM 589400100 12,379 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 501,092 34,968,035 SH   SOLE   7,793,186 0 27,174,849
MICROSOFT CORP. COM 594918104 2,181,104 63,165,491 SH   SOLE   16,099,905 0 47,065,586
MOMENTA PHARMACEUTICALS COM 60877T100 21,069 1,399,000 SH   SOLE   1,037,283 0 361,717
MONSANTO CO. COM 61166W101 1,207,846 12,225,167 SH   SOLE   2,584,162 0 9,641,005
MONSTER WORLDWIDE COM 611742107 2,386 486,000 SH   SOLE   420,000 0 66,000
MOTOROLA SOLUTIONS INC COM 620076307 178,201 3,086,808 SH   SOLE   481,010 0 2,605,798
NATIONAL OILWELL VARCO COM 637071101 93,772 1,360,983 SH   SOLE   552,238 0 808,745
NEKTAR THERAPEUTICS COM 640268108 87,490 7,574,856 SH   SOLE   6,171,156 0 1,403,700
NETAPP INC. COM 64110D104 268,142 7,097,464 SH   SOLE   2,645,664 0 4,451,800
NEUSTAR COM 64126X201 186,408 3,829,247 SH   SOLE   1,989,132 0 1,840,115
NEWMONT MINING CO COM 651639106 92,584 3,091,300 SH   SOLE   2,264,100 0 827,200
NEXTERA ENERGY INC. COM 65339F101 23,315 286,140 SH   SOLE   0 0 286,140
NOBLE CORP COM H5833N103 11,049 294,000 SH   SOLE   0 0 294,000
NOBLE ENERGY INC. COM 655044105 619,773 10,322,676 SH   SOLE   1,198,600 0 9,124,076
NORDSTROM INC. COM 655664100 1,798 30,000 SH   SOLE   0 0 30,000
NORFOLK SOUTHERN COM 655844108 92,515 1,273,431 SH   SOLE   817,501 0 455,930
NOVARTIS AG ADR COM 66987V109 1,914,303 27,072,588 SH   SOLE   6,492,044 0 20,580,544
NUANCE COMMUNICATIONS COM 67020Y100 269,364 14,655,300 SH   SOLE   11,578,700 0 3,076,600
NUVASIVE INC. COM 670704105 20,380 822,113 SH   SOLE   653,113 0 169,000
NVIDIA CORP. COM 67066G104 281,316 20,051,050 SH   SOLE   3,526,200 0 16,524,850
OCEANEERING INTL INC COM 675232102 22,440 310,800 SH   SOLE   89,600 0 221,200
ORACLE CORP. COM 68389X105 745,586 24,270,386 SH   SOLE   3,756,800 0 20,513,586
ORASURE TECHNOLOGIES COM 68554V108 8,395 2,163,600 SH   SOLE   2,040,600 0 123,000
PACCAR INC. COM 693718108 159,220 2,967,200 SH   SOLE   1,317,800 0 1,649,400
PACTERA TECHNOLOGY INTL LTD COM 695255109 2,253 333,809 SH   SOLE   71,574 0 262,235
PALL CORP COM 696429307 21,762 327,600 SH   SOLE   122,600 0 205,000
PANERA BREAD CO. COM 69840W108 7,507 40,375 SH   SOLE   34,300 0 6,075
PENTAIR LTD. COM H6169Q108 12,628 218,900 SH   SOLE   0 0 218,900
PEPSICO INC COM 713448108 64,999 794,700 SH   SOLE   222,600 0 572,100
PEREGRINE SEMICONDUCTOR CORP COM 71366R703 21,207 1,943,792 SH   SOLE   1,631,792 0 312,000
PERKIN ELMER COM 714046109 41,005 1,261,700 SH   SOLE   627,300 0 634,400
PETRO BRASIL ADR Pref A COM 71654V101 29,231 1,993,926 SH   SOLE   1,216,126 0 777,800
PETROLEO BRASILEIRO ADR COM 71654V408 5,766 430,000 SH   SOLE   0 0 430,000
PHARMACYCLICS INC. COM 716933106 193,926 2,440,239 SH   SOLE   1,374,739 0 1,065,500
PLANTRONICS INC NEW COM 727493108 215,526 4,907,250 SH   SOLE   0 0 4,907,250
POLYPORE INTERNATIONAL COM 73179V103 75,748 1,879,600 SH   SOLE   1,440,200 0 439,400
POTASH CORP SASK INC COM 73755L107 445,637 11,687,307 SH   SOLE   1,782,759 0 9,904,548
PRAXAIR INC. COM 74005P104 155,808 1,352,970 SH   SOLE   452,970 0 900,000
PUBLIC SVC ENTERPRISE GRP COM 744573106 71,664 2,194,230 SH   SOLE   919,837 0 1,274,393
QIAGEN N.V. COM N72482107 222,054 11,152,875 SH   SOLE   2,773,228 0 8,379,647
QUALCOMM INCORP. COM 747525103 1,038,972 17,010,025 SH   SOLE   4,975,070 0 12,034,955
QUIKSILVER COM 74838C106 24,247 3,765,000 SH   SOLE   3,590,000 0 175,000
RAMBUS INC DEL COM COM 750917106 75,466 8,785,322 SH   SOLE   2,134,563 0 6,650,759
RANGE RESOURCES COM 75281A109 53,846 696,400 SH   SOLE   555,800 0 140,600
REPUBLIC SVCS INC COM 760759100 8,415 247,935 SH   SOLE   0 0 247,935
REX ENERGY CORP COM 761565100 21,122 1,201,500 SH   SOLE   1,015,000 0 186,500
RITCHIE BROS AUCTION COM 767744105 153,112 7,966,308 SH   SOLE   3,523,658 0 4,442,650
ROCHE HOLDING AG-CHF COM 007110388 2,614,979 10,513,329 SH   SOLE   1,688,000 0 8,825,329
ROCKWELL AUTOMATION COM 773903109 160,145 1,926,210 SH   SOLE   410,410 0 1,515,800
ROSS STORES INC COM 778296103 136,934 2,112,850 SH   SOLE   1,453,600 0 659,250
ROYAL CARIBBEAN COM V7780T103 85,387 2,561,104 SH   SOLE   1,161,101 0 1,400,003
RPX CORPORATION COM 74972G103 1,445 86,000 SH   SOLE   0 0 86,000
SAFRAN COM 00B058TZ6 7,417 142,000 SH   SOLE   0 0 142,000
SALESFORCE.COM COM 79466L302 6,262 164,000 SH   SOLE   0 0 164,000
SANDISK CORP COM 80004C101 442,701 7,245,516 SH   SOLE   3,160,238 0 4,085,278
SANOFI COM 80105N105 112,510 2,184,231 SH   SOLE   240,819 0 1,943,412
SCHLUMBERGER LTD COM 806857108 461,602 6,441,554 SH   SOLE   2,086,768 0 4,354,786
SCHWAB CHARLES CORP COM 808513105 1,508,088 71,035,703 SH   SOLE   25,627,203 0 45,408,500
SCHWEITZER-MAUDUIT COM 808541106 28,192 565,200 SH   SOLE   481,200 0 84,000
SEATTLE GENETICS COM 812578102 342,534 10,887,919 SH   SOLE   8,079,900 0 2,808,019
SHUTTERFLY COM 82568P304 80,636 1,442,255 SH   SOLE   1,347,300 0 94,955
SMART TECHNOLOGIES INC A COM 83172R108 6,551 4,817,246 SH   SOLE   354,442 0 4,462,804
SOLAZYME COM 83415T101 23,176 1,977,500 SH   SOLE   1,432,000 0 545,500
SONY CORP ADR NEW COM 835699307 320,822 15,140,239 SH   SOLE   3,508,409 0 11,631,830
SOUTHWEST AIRLS CO COM 844741108 1,041,665 80,811,875 SH   SOLE   23,033,471 0 57,778,404
SOUTHWESTERN ENERGY CO COM 845467109 79,478 2,175,700 SH   SOLE   851,400 0 1,324,300
SPIRIT AIRLINES COM 848577102 12,339 389,000 SH   SOLE   337,000 0 52,000
STRATASYS LTD COM M85548101 106,249 1,268,800 SH   SOLE   1,095,000 0 173,800
STRYKER CORP. COM 863667101 19,695 304,500 SH   SOLE   0 0 304,500
SYMANTEC COM 871503108 632,321 28,140,669 SH   SOLE   7,400,174 0 20,740,495
TARGET CORPORATION COM 87612E106 8,263 120,000 SH   SOLE   0 0 120,000
TESLA MOTORS COM 88160R101 174,218 1,621,690 SH   SOLE   635,190 0 986,500
TEXAS INSTRS. INC. COM 882508104 1,994,999 57,212,465 SH   SOLE   13,134,265 0 44,078,200
THE CME GROUP COM 12572Q105 124,660 1,640,700 SH   SOLE   1,083,300 0 557,400
THOMSON REUTERS CORP COM 884903105 6,514 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 44,070 391,804 SH   SOLE   5,000 0 386,804
TJX COS INC NEW COM 872540109 637,078 12,726,296 SH   SOLE   1,561,980 0 11,164,316
TRANSOCEAN LTD COM H8817H100 320,023 6,674,100 SH   SOLE   3,732,500 0 2,941,600
TRIBUNE COMPANY COM 896047503 25,633 450,500 SH   SOLE   172,500 0 278,000
TRIMBLE NAVIGATION COM 896239100 333,923 12,838,246 SH   SOLE   6,487,146 0 6,351,100
TUESDAY MORNING CORP. COM 899035505 15,497 1,494,414 SH   SOLE   1,004,411 0 490,003
UNION PACIFIC CORP. COM 907818108 461,019 2,988,198 SH   SOLE   481,548 0 2,506,650
UNITED CONTL HLDGS INC COM 910047109 235,351 7,521,595 SH   SOLE   4,741,775 0 2,779,820
UNITED PARCEL SVC INC. COM 911312106 563,918 6,520,788 SH   SOLE   2,182,478 0 4,338,310
US AIRWAYS GROUP INC COM 90341W108 25,730 1,567,000 SH   SOLE   1,350,000 0 217,000
V F CORP COM 918204108 29,696 153,820 SH   SOLE   0 0 153,820
VERISIGN INC. COM 92343E102 594 13,300 SH   SOLE   13,300 0 0
VISA COM 92826C839 872,725 4,775,515 SH   SOLE   2,246,432 0 2,529,083
VITRAN CORP COM 92850E107 3,398 519,607 SH   SOLE   325,000 0 194,607
VMWARE COM 928563402 790 11,800 SH   SOLE   1,000 0 10,800
WATERS CORP COM 941848103 68,410 683,754 SH   SOLE   295,400 0 388,354
WELLS FARGO & CO. COM 949746101 87,967 2,131,511 SH   SOLE   1,126,411 0 1,005,100
WEYERHAEUSER CO. COM 962166104 8,547 300,000 SH   SOLE   0 0 300,000
WHIRLPOOL CP COM 963320106 302,294 2,643,350 SH   SOLE   520,100 0 2,123,250
WILLIS GROUP HOLDINGS COM G96666105 176,377 4,325,085 SH   SOLE   3,420,285 0 904,800
WORKDAY COM 98138H101 386 6,025 SH   SOLE   0 0 6,025
XENOPORT COM 98411C100 634 128,000 SH   SOLE   74,000 0 54,000
XILINX INC COM 983919101 32,875 829,969 SH   SOLE   593,600 0 236,369
YAHOO!INC. COM 984332106 15,237 606,800 SH   SOLE   584,800 0 22,000
ZIMMER HOLDINGS INC. COM 98956P102 35,769 477,300 SH   SOLE   204,700 0 272,600