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
ABBVIE INC COM 00287Y109 2,466 43,170 SH   SOLE   43,170 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 292 2,530 SH   SOLE   2,530 0 0
ADOBE SYS INC COM 00724F101 413,715 4,410,613 SH   SOLE   4,410,613 0 0
AETNA INC NEW COM 00817Y108 508 4,520 SH   SOLE   4,520 0 0
ALASKA AIR GROUP INC COM 011659109 552 6,730 SH   SOLE   6,730 0 0
ALLEGHANY CORP DEL COM 017175100 2,466 4,970 SH   SOLE   4,970 0 0
ALLERGAN PLC SHS G0177J108 378,019 1,410,362 SH   SOLE   1,410,362 0 0
ALLSTATE CORP COM 020002101 521 7,740 SH   SOLE   7,740 0 0
ALPHABET INC CAP STK CL C 02079K107 238,755 320,498 SH   SOLE   320,498 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 229 9,480 SH   SOLE   9,480 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 491 11,980 SH   SOLE   11,980 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 517 33,590 SH   SOLE   33,590 0 0
AMERICAN EXPRESS CO COM 025816109 543 8,840 SH   SOLE   8,840 0 0
AMERIPRISE FINL INC COM 03076C106 549 5,840 SH   SOLE   5,840 0 0
AMGEN INC COM 031162100 519 3,460 SH   SOLE   3,460 0 0
AMTRUST FINL SVCS INC COM 032359309 520 20,090 SH   SOLE   20,090 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 154,399 1,238,563 SH   SOLE   1,238,563 0 0
ANTHEM INC COM 036752103 1,172 8,430 SH   SOLE   8,430 0 0
APPLE INC COM 037833100 553 5,070 SH   SOLE   5,070 0 0
ARAMARK COM 03852U106 360,501 10,884,687 SH   SOLE   10,884,687 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 289 10,350 SH   SOLE   10,350 0 0
BIOGEN INC COM 09062X103 2,439 9,370 SH   SOLE   9,370 0 0
BROADCOM LTD SHS Y09827109 133,081 861,367 SH   SOLE   861,367 0 0
BT GROUP PLC ADR 05577E101 241 7,500 SH   SOLE   7,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,210 51,300 SH   SOLE   51,300 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 1,804 26,900 SH   SOLE   26,900 0 0
CARTER INC COM 146229109 509 4,830 SH   SOLE   4,830 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 3,811 1,144,324 SH   SOLE   1,144,324 0 0
CELGENE CORP COM 151020104 490 4,900 SH   SOLE   4,900 0 0
CENTENE CORP DEL COM 15135B101 1,412 22,931 SH   SOLE   22,931 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 267 3,050 SH   SOLE   3,050 0 0
CIGNA CORPORATION COM 125509109 1,057 7,700 SH   SOLE   7,700 0 0
CISCO SYS INC COM 17275R102 534 18,750 SH   SOLE   18,750 0 0
CIT GROUP INC COM NEW 125581801 25,204 812,240 SH   SOLE   812,240 0 0
CITRIX SYS INC COM 177376100 1,230 15,650 SH   SOLE   15,650 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,524 40,250 SH   SOLE   40,250 0 0
COMCAST CORP NEW CL A 20030N101 105,668 1,729,998 SH   SOLE   1,729,998 0 0
COMMSCOPE HLDG CO INC COM 20337X109 376,318 13,478,428 SH   SOLE   13,478,428 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 496 10,180 SH   SOLE   10,180 0 0
DISCOVER FINL SVCS COM 254709108 1,846 36,250 SH   SOLE   36,250 0 0
EBAY INC COM 278642103 1,768 74,100 SH   SOLE   74,100 0 0
ERICSSON ADR B SEK 10 294821608 74,094 7,387,254 SH   SOLE   7,387,254 0 0
EURONAV NV ANTWERPEN SHS B38564108 1,101 107,480 SH   SOLE   107,480 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,803 36,940 SH   SOLE   36,940 0 0
EXPRESS INC COM 30219E103 1,370 64,010 SH   SOLE   64,010 0 0
FACEBOOK INC CL A 30303M102 182,147 1,596,378 SH   SOLE   1,596,378 0 0
FRESH MKT INC COM 35804H106 2,081 72,950 SH   SOLE   72,950 0 0
GENERAL DYNAMICS CORP COM 369550108 482 3,670 SH   SOLE   3,670 0 0
GILEAD SCIENCES INC COM 375558103 517 5,630 SH   SOLE   5,630 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1,156 28,520 SH   SOLE   28,520 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 1,843 55,870 SH   SOLE   55,870 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,209 25,630 SH   SOLE   25,630 0 0
HCA HOLDINGS INC COM 40412C101 28,818 369,220 SH   SOLE   369,220 0 0
HD SUPPLY HLDGS INC COM 40416M105 118,689 3,589,037 SH   SOLE   3,589,037 0 0
HERBALIFE LTD COM USD SHS G4412G101 285 4,630 SH   SOLE   4,630 0 0
HOME DEPOT INC COM 437076102 531 3,980 SH   SOLE   3,980 0 0
ILLINOIS TOOL WKS INC COM 452308109 533 5,200 SH   SOLE   5,200 0 0
INTEL CORP COM 458140100 1,840 56,870 SH   SOLE   56,870 0 0
INTERPUBLIC GROUP COS INC COM 460690100 2,529 110,210 SH   SOLE   110,210 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,184 9,070 SH   SOLE   9,070 0 0
JETBLUE AIRWAYS CORP COM 477143101 477 22,600 SH   SOLE   22,600 0 0
JUNIPER NETWORKS INC COM 48203R104 2,341 91,770 SH   SOLE   91,770 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 196,294 2,297,178 SH   SOLE   2,297,178 0 0
KLA-TENCOR CORP COM 482480100 2,466 33,870 SH   SOLE   33,870 0 0
KRAFT HEINZ CO COM 500754106 129,541 1,648,946 SH   SOLE   1,648,946 0 0
L BRANDS INC COM 501797104 502 5,720 SH   SOLE   5,720 0 0
LAM RESEARCH CORP COM 512807108 245,818 2,976,002 SH   SOLE   2,976,002 0 0
LEAR CORP COM NEW 521865204 2,517 22,640 SH   SOLE   22,640 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 269,302 7,169,918 SH   SOLE   7,169,918 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 38,133 990,464 SH   SOLE   990,464 0 0
LOWES COS INC COM 548661107 542 7,160 SH   SOLE   7,160 0 0
MANPOWERGROUP INC COM 56418H100 1,159 14,240 SH   SOLE   14,240 0 0
MARATHON PETE CORP COM 56585A102 1,197 32,200 SH   SOLE   32,200 0 0
MASTERCARD INC CL A 57636Q104 528 5,590 SH   SOLE   5,590 0 0
MCDONALDS CORP COM 580135101 2,461 19,580 SH   SOLE   19,580 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 271 4,990 SH   SOLE   4,990 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,109 19,470 SH   SOLE   19,470 0 0
MICROSOFT CORP COM 594918104 2,498 45,230 SH   SOLE   45,230 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,885 10,490 SH   SOLE   10,490 0 0
MOODYS CORP COM 615369105 534 5,530 SH   SOLE   5,530 0 0
NAVIENT CORP COM 63938C108 2,558 213,730 SH   SOLE   213,730 0 0
NETEASE INC SPONSORED ADR 64110W102 1,176 8,190 SH   SOLE   8,190 0 0
NEWELL RUBBERMAID INC COM 651229106 239,126 5,399,103 SH   SOLE   5,399,103 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 2,400 54,210 SH   SOLE   54,210 0 0
NORTHROP GRUMMAN CORP COM 666807102 130,341 658,618 SH   SOLE   658,618 0 0
NVIDIA CORP COM 67066G104 2,607 73,160 SH   SOLE   73,160 0 0
NVR INC COM 62944T105 2,443 1,410 SH   SOLE   1,410 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 2,414 8,820 SH   SOLE   8,820 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 64,271 7,561,268 SH   SOLE   7,561,268 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 85,347 1,610,932 SH   SOLE   1,610,932 0 0
PBF ENERGY INC CL A 69318G106 2,522 75,970 SH   SOLE   75,970 0 0
PFIZER INC COM 717081103 244,005 8,232,303 SH   SOLE   8,232,303 0 0
PINNACLE FOODS INC DEL COM 72348P104 13,536 302,950 SH   SOLE   302,950 0 0
POLYCOM INC COM 73172K104 2,458 220,410 SH   SOLE   220,410 0 0
PRICELINE GRP INC COM NEW 741503403 338,496 262,612 SH   SOLE   262,612 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 1,159 15,340 SH   SOLE   15,340 0 0
RADIAN GROUP INC COM 750236101 206,836 16,680,341 SH   SOLE   16,680,341 0 0
ROSS STORES INC COM 778296103 2,417 41,740 SH   SOLE   41,740 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 1,137 13,250 SH   SOLE   13,250 0 0
SABRE CORP COM 78573M104 436,987 15,110,216 SH   SOLE   15,110,216 0 0
SEALED AIR CORP NEW COM 81211K100 2,428 50,570 SH   SOLE   50,570 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 136,742 3,520,651 SH   SOLE   3,520,651 0 0
SHIRE PLC SPONSORED ADR 82481R106 280 1,630 SH   SOLE   1,630 0 0
SMITH A O COM 831865209 1,188 15,570 SH   SOLE   15,570 0 0
SONIC CORP COM 835451105 2,015 57,300 SH   SOLE   57,300 0 0
SOUTHWEST AIRLS CO COM 844741108 526 11,730 SH   SOLE   11,730 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 1,737 38,300 SH   SOLE   38,300 0 0
STARBUCKS CORP COM 855244109 1,820 30,480 SH   SOLE   30,480 0 0
STARZ COM SER A 85571Q102 1,804 68,510 SH   SOLE   68,510 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,227 46,820 SH   SOLE   46,820 0 0
TESORO CORP COM 881609101 2,446 28,440 SH   SOLE   28,440 0 0
TEXAS INSTRS INC COM 882508104 1,823 31,750 SH   SOLE   31,750 0 0
TRANSDIGM GROUP INC COM 893641100 218,709 992,599 SH   SOLE   992,599 0 0
TRANSOCEAN LTD REG SHS H8817H100 268 29,330 SH   SOLE   29,330 0 0
UBIQUITI NETWORKS INC COM 90347A100 2,423 72,827 SH   SOLE   72,827 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 2,689 13,880 SH   SOLE   13,880 0 0
UNITED CONTL HLDGS INC COM 910047109 1,846 30,840 SH   SOLE   30,840 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,332 20,930 SH   SOLE   20,930 0 0
UNITEDHEALTH GROUP INC COM 91324P102 143,759 1,115,279 SH   SOLE   1,115,279 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 120,547 966,544 SH   SOLE   966,544 0 0
US BANCORP DEL COM NEW 902973304 40,189 990,111 SH   SOLE   990,111 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,450 38,190 SH   SOLE   38,190 0 0
VIACOM INC NEW CL B 92553P201 2,571 62,270 SH   SOLE   62,270 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 294 22,840 SH   SOLE   22,840 0 0
VIRGIN AMER INC COM VTG 92765X208 2,837 73,570 SH   SOLE   73,570 0 0
VULCAN MATLS CO COM 929160109 129,815 1,229,659 SH   SOLE   1,229,659 0 0
WASTE CONNECTIONS INC COM 941053100 55,276 855,796 SH   SOLE   855,796 0 0
WEBMD HEALTH CORP COM 94770V102 2,565 40,960 SH   SOLE   40,960 0 0
WILLIAMS SONOMA INC COM 969904101 2,410 44,030 SH   SOLE   44,030 0 0
XILINX INC COM 983919101 2,418 50,990 SH   SOLE   50,990 0 0
YELP INC CL A 985817105 107,907 5,427,915 SH   SOLE   5,427,915 0 0
YY INC ADS REPCOM CLA 98426T106 1,305 21,190 SH   SOLE   21,190 0 0