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
A10 NETWORKS COM 002121101 207 35,000 SH   SOLE   35,000 0 0
AARON'S INC COM 002535300 929 37,000 SH   SOLE   8,000 0 29,000
ABAXIS COM 002567105 106,553 2,347,500 SH   SOLE   2,145,000 0 202,500
ABBOTT LABORATORIES COM 002824100 703,281 16,812,839 SH   SOLE   5,266,910 0 11,545,929
ABBVIE INC. COM 00287Y109 58,425 1,022,845 SH   SOLE   331,245 0 691,600
ABIOMED INC. COM 003654100 524,801 5,535,290 SH   SOLE   4,476,973 0 1,058,317
ACCURAY INC. COM 004397105 49,387 8,544,500 SH   SOLE   7,362,500 0 1,182,000
ACTIVISION BLIZZARD COM 00507V109 349,730 10,334,800 SH   SOLE   1,957,600 0 8,377,200
ADOBE SYS INC COM 00724F101 3,115,387 33,213,085 SH   SOLE   5,227,779 0 27,985,306
AECOM COM 00766T100 230,022 7,470,676 SH   SOLE   3,895,528 0 3,575,148
AFFYMETRIX INC. COM 00826T108 147,724 10,544,194 SH   SOLE   7,306,214 0 3,237,980
AGILENT TECHNOLOGIES COM 00846U101 206,128 5,172,590 SH   SOLE   2,605,910 0 2,566,680
AIRBUS GROUP COM 004012250 1,231,162 18,540,948 SH   SOLE   2,503,100 0 16,037,848
ALASKA AIRGROUP INC. COM 011659109 618,324 7,538,700 SH   SOLE   864,200 0 6,674,500
ALIBABA GROUP HOLDING COM 01609W102 1,238,788 15,674,905 SH   SOLE   3,335,600 0 12,339,305
ALLEGIANT TRAVEL CO COM 01748X102 7,674 43,100 SH   SOLE   24,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 1,969,248 2,581,266 SH   SOLE   433,080 0 2,148,186
ALPHABET INC CLASS C COM 02079k107 1,875,953 2,518,227 SH   SOLE   414,436 0 2,103,791
AMAZON.COM INC COM 023135106 172,891 291,238 SH   SOLE   0 0 291,238
AMERICAN AIRLINES GROUP COM 02376R102 1,129,767 27,548,576 SH   SOLE   11,399,576 0 16,149,000
AMERICAN EXPRESS CO. COM 025816109 35,287 574,700 SH   SOLE   75,000 0 499,700
AMGEN INC. COM 031162100 4,375,231 29,181,826 SH   SOLE   4,337,074 0 24,844,752
ANALOG DEVICES COM 032654105 260,634 4,403,345 SH   SOLE   1,117,465 0 3,285,880
APPLE INC COM 037833100 113,404 1,040,500 SH   SOLE   0 0 1,040,500
APPLIED MATERIALS COM 038222105 129,794 6,128,155 SH   SOLE   2,591,100 0 3,537,055
ARBUTUS BIOPHARMA CORP COM 03879J100 15,900 3,850,000 SH   SOLE   3,850,000 0 0
ARISTA NETWORKS COM 040413106 4,764 75,500 SH   SOLE   54,300 0 21,200
ASCENA RETAIL GROUP COM 04351G101 113,278 10,242,100 SH   SOLE   8,501,600 0 1,740,500
ASML HOLDING NV COM N07059210 263,508 2,624,844 SH   SOLE   515,263 0 2,109,581
ASTRAZENECA COM 046353108 368,453 13,084,275 SH   SOLE   3,159,400 0 9,924,875
AT&T INC. COM 00206R102 737,463 18,827,232 SH   SOLE   1,343,948 0 17,483,284
AUTOZONE INC. COM 053332102 10,994 13,800 SH   SOLE   0 0 13,800
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 2,208 427,000 SH   SOLE   386,800 0 40,200
AVIS BUDGET GROUP COM 053774105 12,175 445,000 SH   SOLE   405,000 0 40,000
AXCELIS TECHNOLOGIES COM 054540109 38,666 13,809,200 SH   SOLE   11,570,000 0 2,239,200
AXOVANT SCIENCES COM G0750W104 8,736 761,002 SH   SOLE   426,400 0 334,602
BARRACUDA NETWORKS INC COM 068323104 14,091 915,000 SH   SOLE   735,000 0 180,000
BED BATH & BEYOND INC. COM 075896100 209,896 4,228,356 SH   SOLE   554,173 0 3,674,183
BIOGEN INC. COM 09062X103 4,229,348 16,246,726 SH   SOLE   2,086,772 0 14,159,954
BIOMARIN PHARMA COM 09061G101 606,258 7,350,369 SH   SOLE   1,799,795 0 5,550,574
BLACKBERRY LTD COM 09228F103 615,632 76,097,907 SH   SOLE   43,808,250 0 32,289,657
BLUE BUFFALO COM 09531U102 25,208 982,400 SH   SOLE   332,100 0 650,300
BOEING CO. COM 097023105 234,027 1,843,600 SH   SOLE   256,225 0 1,587,375
BOOT BARN HOLDINGS COM 099406100 16,652 1,771,489 SH   SOLE   1,771,489 0 0
BOSTON SCIENTIFIC CORP COM 101137107 815,496 43,354,400 SH   SOLE   3,060,771 0 40,293,629
BROCADE COMM SYS COM 111621306 4,232 400,000 SH   SOLE   0 0 400,000
CABELA'S COM 126804301 3,618 74,300 SH   SOLE   0 0 74,300
CABOT CORP COM 127055101 7,249 150,000 SH   SOLE   0 0 150,000
CABOT OIL & GAS CORP COM 127097103 61,848 2,723,400 SH   SOLE   545,400 0 2,178,000
CAMERON INTL CORP COM 13342B105 32,197 480,200 SH   SOLE   180,400 0 299,800
CARDICA INC COM 14141R309 2,141 601,350 SH   SOLE   531,550 0 69,800
CARMAX INC. COM 143130102 974,969 19,079,632 SH   SOLE   8,614,512 0 10,465,120
CARNIVAL CORP COM 143658300 1,188,160 22,515,830 SH   SOLE   7,065,762 0 15,450,068
CARTER'S COM 146229109 11,051 104,870 SH   SOLE   0 0 104,870
CATERPILLAR INC DEL COM 149123101 476,021 6,219,249 SH   SOLE   1,035,038 0 5,184,211
CELANESE CORP COM 150870103 80,617 1,230,800 SH   SOLE   340,000 0 890,800
CEPHEID COM 15670R107 80,314 2,407,500 SH   SOLE   2,079,800 0 327,700
CERNER CORP COM 156782104 1,059 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 46,254 7,800,000 SH   SOLE   7,800,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 136,038 1,832,654 SH   SOLE   414,379 0 1,418,275
CHARLES RIVER LAB COM 159864107 92,127 1,213,160 SH   SOLE   461,660 0 751,500
CHEGG INC COM 163092109 51,656 11,581,990 SH   SOLE   8,618,500 0 2,963,490
CHEMOURS CO COM 163851108 633 90,400 SH   SOLE   31,560 0 58,840
CHICAGO BRIDGE & IRON COM 167250109 4,391 120,000 SH   SOLE   0 0 120,000
CHUBB LIMITED COM H1467J104 15,710 131,853 SH   SOLE   842 0 131,011
CIENA CORP COM 171779309 9,902 520,627 SH   SOLE   15,113 0 505,514
CIRCOR CORP COM 17273K109 18,185 392,000 SH   SOLE   342,000 0 50,000
CISCO SYSTEMS INC COM 17275R102 829,246 29,127,015 SH   SOLE   8,057,575 0 21,069,440
COMCAST CORP CABLE COM 20030N101 21,010 343,967 SH   SOLE   211,967 0 132,000
COMERICA COM 200340107 2,026 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 125,944 4,192,532 SH   SOLE   3,273,660 0 918,872
CONSTELLIUM N.V. COM N22035104 11,014 2,122,100 SH   SOLE   1,020,600 0 1,101,500
CONTROLADORA VUELA COMPANIA DE COM 21240E105 3,835 182,000 SH   SOLE   21,000 0 161,000
CORNING INC COM 219350105 404,817 19,378,500 SH   SOLE   2,546,350 0 16,832,150
COVANTA HOLDINGS CORP COM 22282E102 2,883 171,000 SH   SOLE   0 0 171,000
CRAY INC COM 225223304 64,321 1,534,750 SH   SOLE   1,073,050 0 461,700
CREE INC. COM 225447101 272,290 9,357,041 SH   SOLE   4,223,581 0 5,133,460
CROWN HOLDINGS INC. COM 228368106 5,138 103,600 SH   SOLE   2,000 0 101,600
CSX CORP. COM 126408103 123,444 4,793,950 SH   SOLE   784,750 0 4,009,200
CURTISS WRIGHT COM 231561101 104,190 1,376,900 SH   SOLE   668,400 0 708,500
CVS HEALTH CORP COM 126650100 368,115 3,548,780 SH   SOLE   640,220 0 2,908,560
DEERE & CO COM 244199105 407,009 5,286,519 SH   SOLE   1,243,019 0 4,043,500
DELTA AIR LINES DEL COM 247361702 931,574 19,136,680 SH   SOLE   6,163,810 0 12,972,870
DESCARTES SYS GRP INC COM 249906108 96,986 4,971,090 SH   SOLE   283,290 0 4,687,800
DIEBOLD COM 253651103 22,145 766,000 SH   SOLE   671,000 0 95,000
DIGIMARC COM 25381B101 8,890 293,400 SH   SOLE   283,400 0 10,000
DISCOVER FIN SVCS COM 254709108 145,458 2,856,600 SH   SOLE   846,900 0 2,009,700
DISNEY WALT CO. COM 254687106 666,251 6,708,799 SH   SOLE   693,950 0 6,014,849
DOW CHEMICAL CO. COM 260543103 79,083 1,554,925 SH   SOLE   773,050 0 781,875
DREAM WORKS ANIMATION COM 26153C103 291,820 11,696,200 SH   SOLE   8,557,500 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 30,533 482,200 SH   SOLE   188,000 0 294,200
DYAX (NON-TRADABLE) CONT VAL R COM 267CVR991 11,636 10,482,860 SH   SOLE   7,669,720 0 2,813,140
E TRADE FINANCIAL COM 269246401 277,797 11,343,300 SH   SOLE   6,677,400 0 4,665,900
EBAY INC. COM 278642103 198,112 8,303,100 SH   SOLE   3,757,200 0 4,545,900
EDWARDS LIFE COM 28176E108 49,398 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 108,343 1,638,825 SH   SOLE   595,400 0 1,043,425
ELLIE MAE COM 28849P100 350,047 3,861,950 SH   SOLE   3,543,200 0 318,750
EMC CORP/MASS COM 268648102 894,044 33,547,625 SH   SOLE   6,598,632 0 26,948,993
ENSCO PLC COM G3157S106 1,486 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 71,380 5,240,850 SH   SOLE   521,716 0 4,719,134
EOG RESOURCES INC. COM 26875P101 179,772 2,476,875 SH   SOLE   202,175 0 2,274,700
EPIZYME COM 29428V104 79,006 6,518,627 SH   SOLE   5,979,127 0 539,500
ERICSSON COM 294821608 784,930 78,258,204 SH   SOLE   23,046,200 0 55,212,004
ESTERLINE TECHNOLOGIES COM 297425100 7,261 113,331 SH   SOLE   57,700 0 55,631
EXACT SCIENCES CORP COM 30063p105 30,440 4,516,300 SH   SOLE   3,775,000 0 741,300
EXPEDITORS INTL OF WASH COM 302130109 45,852 939,400 SH   SOLE   70,000 0 869,400
EXXON MOBIL CORP. COM 30231G102 65,970 789,212 SH   SOLE   95,000 0 694,212
F5 NETWORKS INC COM 315616102 76,059 718,550 SH   SOLE   460,750 0 257,800
FARO TECHNOLOGIES INC. COM 311642102 58,678 1,821,742 SH   SOLE   1,517,864 0 303,878
FEDEX CORP COM 31428X106 2,622,520 16,116,764 SH   SOLE   2,072,132 0 14,044,632
FEI COMPANY COM 30241L109 58,551 657,800 SH   SOLE   350,900 0 306,900
FLEX PHARMA COM 33938A105 6,963 634,721 SH   SOLE   398,400 0 236,321
FLEXTRONICS INTL LTD COM Y2573F102 616,077 51,084,332 SH   SOLE   19,044,547 0 32,039,785
FLUIDIGM CORP. COM 34385P108 34,430 4,266,432 SH   SOLE   2,871,132 0 1,395,300
FORMFACTOR INC COM 346375108 60,610 8,336,959 SH   SOLE   1,909,859 0 6,427,100
FRANCESCA'S HOLDINGS COM 351793104 2,928 152,800 SH   SOLE   20,300 0 132,500
FRANK'S INTERNATIONAL COM N33462107 5,476 332,300 SH   SOLE   70,000 0 262,300
GARMIN LIMITED COM H2906T109 33,626 841,500 SH   SOLE   351,000 0 490,500
GILDAN ACTIVEWEAR COM 375916103 92,851 3,043,300 SH   SOLE   901,000 0 2,142,300
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 45,290 1,116,885 SH   SOLE   475,485 0 641,400
GREIF CL A COM 397624107 6,236 190,400 SH   SOLE   65,000 0 125,400
GREIF CL B COM 397624206 1,732 37,000 SH   SOLE   0 0 37,000
GUIDANCE SOFTWARE COM 401692108 19,717 4,585,315 SH   SOLE   3,000,915 0 1,584,400
HAWAIIAN HOLDINGS INC. COM 419879101 29,942 634,500 SH   SOLE   604,500 0 30,000
HERTZ GLOBAL HLDS COM 42805T105 49,010 4,654,300 SH   SOLE   758,300 0 3,896,000
HEWLETT PACKARD ENTERPRISE COM 42824C109 995,848 56,167,415 SH   SOLE   14,118,356 0 42,049,059
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 24,385 1,082,800 SH   SOLE   0 0 1,082,800
HONEYWELL INTL. INC. COM 438516106 544,142 4,856,245 SH   SOLE   406,655 0 4,449,590
HP INC. COM 40434L105 778,887 63,221,365 SH   SOLE   15,899,706 0 47,321,659
HUBSPOT INC COM 443573100 22,464 515,000 SH   SOLE   500,000 0 15,000
IDEX CORP COM 45167R104 109,386 1,319,810 SH   SOLE   379,040 0 940,770
ILLUMINA INC COM 452327109 352,552 2,174,770 SH   SOLE   655,900 0 1,518,870
IMAX CORP. COM 45245E109 10,346 332,768 SH   SOLE   145,268 0 187,500
IMMUNOGEN COM 45253H101 109,631 12,867,483 SH   SOLE   10,598,804 0 2,268,679
INSULET CORP. COM 45784P101 172,245 5,194,369 SH   SOLE   4,791,177 0 403,192
INTEL CORP COM 458140100 1,025,947 31,713,985 SH   SOLE   6,150,017 0 25,563,968
INTUIT INC COM 461202103 740,543 7,119,925 SH   SOLE   882,225 0 6,237,700
JABIL CIRCUIT COM 466313103 79,506 4,125,875 SH   SOLE   2,116,475 0 2,009,400
JACOBS ENGR GROUP DEL COM 469814107 355,751 8,168,805 SH   SOLE   3,872,113 0 4,296,692
JET BLUE AIRWAYS COM 477143101 425,414 20,142,714 SH   SOLE   9,924,551 0 10,218,163
JOHNSON & JOHNSON COM 478160104 327,162 3,023,678 SH   SOLE   919,487 0 2,104,191
JPMORGAN CHASE & CO. COM 46625H100 1,215,110 20,518,581 SH   SOLE   6,140,157 0 14,378,424
KELLOGG CO. COM 487836108 5,358 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 189,785 6,841,577 SH   SOLE   4,119,677 0 2,721,900
KIRBY CORP. COM 497266106 47,773 792,395 SH   SOLE   466,829 0 325,566
KLA-TENCOR CORP. COM 482480100 906,455 12,449,596 SH   SOLE   2,931,978 0 9,517,618
L BRANDS INC. COM 501797104 1,556,566 17,726,521 SH   SOLE   4,030,412 0 13,696,109
LAS VEGAS SANDS CORP. COM 517834107 129,328 2,502,481 SH   SOLE   1,152,481 0 1,350,000
LILLY ELI & CO COM 532457108 4,159,076 57,756,918 SH   SOLE   11,440,731 0 46,316,187
LOWES COS INC COM 548661107 5,022 66,300 SH   SOLE   0 0 66,300
LYONDELLBASELL INDUSTRIES COM N53745100 7,214 84,300 SH   SOLE   25,000 0 59,300
MARKETAXESS HLDGS INC. COM 57060D108 125,257 1,003,420 SH   SOLE   912,220 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 21,354 300,000 SH   SOLE   0 0 300,000
MARRONE BIO INNOVATIONS COM 57165B106 2,894 3,216,100 SH   SOLE   2,429,700 0 786,400
MARSH & MCLENNAN COS. COM 571748102 998,140 16,419,476 SH   SOLE   2,238,442 0 14,181,034
MASTERCARD INC CL A COM 57636Q104 57,295 606,300 SH   SOLE   49,000 0 557,300
MATSON INC. COM 57686G105 9,229 229,761 SH   SOLE   199,761 0 30,000
MCDONALDS CORP. COM 580135101 26,732 212,700 SH   SOLE   10,000 0 202,700
MEDTRONIC PLC COM G5960L103 1,139,774 15,196,981 SH   SOLE   2,093,395 0 13,103,586
MERCK & COMPANY COM 58933Y105 158,349 2,992,800 SH   SOLE   2,597,600 0 395,200
MERCURY GENERAL CORP COM 589400100 15,629 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 598,287 57,143,016 SH   SOLE   13,666,233 0 43,476,783
MICROSOFT CORP. COM 594918104 3,288,147 59,535,523 SH   SOLE   8,637,486 0 50,898,037
MOBILEYE N.V. COM N51488117 6,602 177,050 SH   SOLE   31,019 0 146,031
MOMENTA PHARMACEUTICALS COM 60877T100 25,307 2,738,900 SH   SOLE   2,369,583 0 369,317
MONSANTO CO. COM 61166W101 1,008,904 11,498,797 SH   SOLE   1,497,273 0 10,001,524
NATIONAL OILWELL VARCO COM 637071101 47,129 1,515,395 SH   SOLE   344,550 0 1,170,845
NCI BUILDING SYSTEMS COM 628852204 8,591 605,000 SH   SOLE   540,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 275,139 20,010,086 SH   SOLE   17,700,686 0 2,309,400
NETAPP INC. COM 64110D104 1,187,523 43,514,951 SH   SOLE   13,694,726 0 29,820,225
NEUSTAR COM 64126X201 186,952 7,599,657 SH   SOLE   5,353,664 0 2,245,993
NEWELL RUBBERMAID INC COM 651229106 34,460 778,060 SH   SOLE   60,000 0 718,060
NIMBLE STORAGE COM 65440R101 2,372 302,600 SH   SOLE   302,600 0 0
NN INC COM 629337106 14,224 1,039,742 SH   SOLE   774,742 0 265,000
NOBLE ENERGY INC. COM 655044105 79,273 2,523,800 SH   SOLE   0 0 2,523,800
NORFOLK SOUTHERN COM 655844108 34,770 417,662 SH   SOLE   275,000 0 142,662
NORTHERN TRUST CORPORATION COM 665859104 115,703 1,775,400 SH   SOLE   435,800 0 1,339,600
NORWEGIAN CRUISE LINES COM G66721104 192,763 3,486,407 SH   SOLE   2,180,050 0 1,306,357
NOVADAQ TECHNOLOGIES INC. COM 66987G102 58,340 5,260,582 SH   SOLE   5,260,582 0 0
NOVARTIS AG ADR COM 66987V109 1,516,811 20,938,858 SH   SOLE   2,505,008 0 18,433,850
NUANCE COMMUNICATIONS COM 67020Y100 260,999 13,964,656 SH   SOLE   8,099,217 0 5,865,439
NUVASIVE INC. COM 670704105 43,834 901,000 SH   SOLE   725,000 0 176,000
NVIDIA CORP. COM 67066G104 1,040,783 29,210,850 SH   SOLE   6,149,635 0 23,061,215
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 8,313 354,800 SH   SOLE   72,000 0 282,800
ONCOMED PHARMACEUTICALS COM 68234X102 2,182 215,800 SH   SOLE   164,100 0 51,700
ORACLE CORP. COM 68389X105 317,128 7,751,850 SH   SOLE   281,900 0 7,469,950
ORASURE TECHNOLOGIES COM 68554V108 14,105 1,950,900 SH   SOLE   1,886,900 0 64,000
OSI SYSTEMS COM 671044105 1,048 16,000 SH   SOLE   11,000 0 5,000
PAYPAL HOLDINGS INC COM 70450Y103 259,805 6,730,700 SH   SOLE   2,426,500 0 4,304,200
PENNEY J C INC COM 708160106 11,060 1,000,000 SH   SOLE   0 0 1,000,000
PENTAIR PLC COM G7S00T104 107,223 1,976,100 SH   SOLE   214,500 0 1,761,600
PENUMBRA COM 70975L107 3,993 86,800 SH   SOLE   23,300 0 63,500
PEPSICO INC COM 713448108 46,116 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 172,993 3,497,630 SH   SOLE   1,886,380 0 1,611,250
PETRO BRASIL ADR Pref A COM 71654V101 3,148 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 2,511 430,000 SH   SOLE   0 0 430,000
PFENEX INC COM 717071104 23,901 2,431,388 SH   SOLE   2,329,000 0 102,388
PLANTRONICS INC NEW COM 727493108 192,938 4,923,150 SH   SOLE   0 0 4,923,150
POST HOLDINGS COM 737446104 825 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 107,860 6,337,259 SH   SOLE   340,400 0 5,996,859
PRAXAIR INC. COM 74005P104 199,288 1,741,270 SH   SOLE   306,370 0 1,434,900
PROGRESSIVE CORP. COM 743315103 413,476 11,766,525 SH   SOLE   2,556,200 0 9,210,325
PUBLIC SVC ENTERPRISE GRP COM 744573106 17,554 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 457,822 20,493,375 SH   SOLE   9,926,620 0 10,566,755
QUALCOMM INCORP. COM 747525103 835,164 16,330,925 SH   SOLE   3,271,170 0 13,059,755
RAMBUS INC DEL COM COM 750917106 128,329 9,333,022 SH   SOLE   906,063 0 8,426,959
RANGE RESOURCES COM 75281A109 4,566 141,000 SH   SOLE   138,000 0 3,000
REPUBLIC SVCS INC COM 760759100 18,723 392,935 SH   SOLE   107,000 0 285,935
REX ENERGY CORP COM 761565100 2,807 3,645,000 SH   SOLE   2,700,000 0 945,000
RITCHIE BROS AUCTION COM 767744105 198,536 7,331,480 SH   SOLE   2,914,095 0 4,417,385
ROCHE HOLDING AG-CHF COM 007110388 2,494,523 10,138,277 SH   SOLE   1,573,106 0 8,565,171
ROCKWELL AUTOMATION COM 773903109 126,342 1,110,700 SH   SOLE   110,680 0 1,000,020
ROSS STORES INC COM 778296103 870,631 15,036,800 SH   SOLE   2,894,800 0 12,142,000
ROYAL CARIBBEAN COM V7780T103 482,210 5,869,872 SH   SOLE   2,688,072 0 3,181,800
RUCKUS WIRELESS COM 781220108 29,329 2,989,732 SH   SOLE   2,989,732 0 0
SAFRAN COM 00B058TZ6 110,606 1,580,900 SH   SOLE   157,600 0 1,423,300
SALESFORCE.COM COM 79466L302 24,575 332,860 SH   SOLE   0 0 332,860
SANDISK CORP COM 80004C101 969,754 12,746,501 SH   SOLE   4,359,240 0 8,387,261
SANOFI COM 80105N105 102,383 2,549,382 SH   SOLE   346,400 0 2,202,982
SCHLUMBERGER LTD COM 806857108 327,743 4,443,971 SH   SOLE   626,260 0 3,817,711
SCHWAB CHARLES CORP COM 808513105 1,561,923 55,743,131 SH   SOLE   12,057,424 0 43,685,707
SCHWEITZER-MAUDUIT COM 808541106 8,641 274,490 SH   SOLE   274,490 0 0
SEATTLE GENETICS COM 812578102 476,845 13,589,187 SH   SOLE   10,015,537 0 3,573,650
SENSIENT TECHNOLOGY COM 81725T100 1,904 30,000 SH   SOLE   20,000 0 10,000
SERVICESOURCE COM 81763U100 55,125 12,940,050 SH   SOLE   8,546,150 0 4,393,900
SHUTTERFLY COM 82568P304 255,667 5,513,632 SH   SOLE   4,701,727 0 811,905
SMART TECHNOLOGIES INC A COM 83172R108 1,461 4,058,085 SH   SOLE   296,781 0 3,761,304
SOLAZYME COM 83415T101 24,476 12,057,284 SH   SOLE   9,787,138 0 2,270,146
SONY CORP ADR NEW COM 835699307 1,189,050 46,230,550 SH   SOLE   19,158,200 0 27,072,350
SOUTHWEST AIRLS CO COM 844741108 3,324,440 74,206,258 SH   SOLE   12,829,071 0 61,377,187
SOUTHWESTERN ENERGY CO COM 845467109 46,205 5,725,525 SH   SOLE   1,859,625 0 3,865,900
SPIRIT AIRLINES COM 848577102 44,349 924,324 SH   SOLE   472,500 0 451,824
SPRINT CORP. COM 85207U105 100,539 28,890,500 SH   SOLE   19,420,500 0 9,470,000
STRATASYS LTD COM M85548101 103,841 4,006,200 SH   SOLE   3,644,800 0 361,400
STRYKER CORP. COM 863667101 31,704 295,500 SH   SOLE   0 0 295,500
TERADYNE COM 880770102 26,102 1,209,000 SH   SOLE   440,000 0 769,000
TESLA MOTORS COM 88160R101 258,173 1,123,615 SH   SOLE   334,765 0 788,850
TEXAS INSTRS. INC. COM 882508104 3,131,112 54,529,986 SH   SOLE   7,223,503 0 47,306,483
THE CME GROUP COM 12572Q105 186,924 1,946,113 SH   SOLE   748,363 0 1,197,750
THE RUBICON PROJECT COM 78112V102 78,993 4,321,300 SH   SOLE   4,007,100 0 314,200
THERMO FISHER SCIENTIFIC INC COM 883556102 770,159 5,439,360 SH   SOLE   1,151,960 0 4,287,400
TIME WARNER CABLE COM 88732J207 71,209 348,004 SH   SOLE   0 0 348,004
TJX COS INC NEW COM 872540109 980,636 12,516,096 SH   SOLE   645,600 0 11,870,496
TRANSDIGM GROUP COM 893641100 16,680 75,700 SH   SOLE   2,400 0 73,300
TRANSOCEAN LTD COM H8817H100 159,869 17,491,136 SH   SOLE   4,426,832 0 13,064,304
TRIBUNE MEDIA COMPANY COM 896047503 272,842 7,114,520 SH   SOLE   4,361,020 0 2,753,500
TRIBUNE PUBLISHING COM 896082104 27,568 3,570,968 SH   SOLE   3,263,943 0 307,025
TRIMBLE NAVIGATION COM 896239100 330,331 13,319,816 SH   SOLE   4,614,596 0 8,705,220
TUESDAY MORNING CORP. COM 899035505 38,231 4,673,700 SH   SOLE   3,099,300 0 1,574,400
TWITTER INC. COM 90184L102 3,550 214,480 SH   SOLE   12,200 0 202,280
TYCO INTL LTD COM G91442106 14,684 400,000 SH   SOLE   100,000 0 300,000
TYSON FOODS COM 902494103 110,396 1,656,100 SH   SOLE   695,000 0 961,100
UNION PACIFIC CORP. COM 907818108 373,336 4,693,100 SH   SOLE   34,375 0 4,658,725
UNITED CONTL HLDGS INC COM 910047109 1,169,307 19,534,025 SH   SOLE   6,403,869 0 13,130,156
UNITED PARCEL SVC INC. COM 911312106 409,329 3,880,998 SH   SOLE   547,172 0 3,333,826
UNITED TECHNOLOGIES CORP. COM 913017109 130,721 1,305,900 SH   SOLE   56,000 0 1,249,900
UNIVERSAL DISPLAY CORP COM 91347P105 65,346 1,207,875 SH   SOLE   792,325 0 415,550
US BANCORP DEL COM 902973304 195,616 4,819,325 SH   SOLE   230,925 0 4,588,400
V F CORP COM 918204108 82,414 1,272,600 SH   SOLE   165,000 0 1,107,600
VIRGIN AMERICA COM 92765X208 45,690 1,184,900 SH   SOLE   854,900 0 330,000
VISA COM 92826C839 547,474 7,158,400 SH   SOLE   2,444,806 0 4,713,594
VMWARE COM 928563402 93,122 1,780,187 SH   SOLE   900,787 0 879,400
WATERS CORP COM 941848103 85,862 650,867 SH   SOLE   191,670 0 459,197
WELLS FARGO & CO. COM 949746101 894,716 18,501,167 SH   SOLE   4,427,007 0 14,074,160
WHIRLPOOL CP COM 963320106 25,536 141,600 SH   SOLE   0 0 141,600
WORKDAY COM 98138H101 768 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 63,503 4,731,995 SH   SOLE   3,565,704 0 1,166,291
XENOPORT COM 98411C100 410 91,000 SH   SOLE   74,000 0 17,000
YAHOO! INC. COM 984332106 218,581 5,938,080 SH   SOLE   3,042,380 0 2,895,700
ZIMMER BIOMET HOLDINGS INC. COM 98956P102 56,333 528,300 SH   SOLE   65,500 0 462,800