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 3,129 50,540 SH   SOLE   50,540 0 0
ABERCROMBIE & FITCH CO CL A 002896207 2,848 159,930 SH   SOLE   159,930 0 0
ADOBE SYS INC COM 00724F101 246,402 2,572,317 SH   SOLE   2,572,317 0 0
AETNA INC NEW COM 00817Y108 651 5,330 SH   SOLE   5,330 0 0
ALASKA AIR GROUP INC COM 011659109 536 9,200 SH   SOLE   9,200 0 0
ALLEGHANY CORP DEL COM 017175100 3,336 6,070 SH   SOLE   6,070 0 0
ALLERGAN PLC SHS G0177J108 202,971 878,319 SH   SOLE   878,319 0 0
ALLSTATE CORP COM 020002101 632 9,030 SH   SOLE   9,030 0 0
ALPHABET INC CAP STK CL C 02079K107 203,468 293,987 SH   SOLE   293,987 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 542 19,150 SH   SOLE   19,150 0 0
AMERICAN EXPRESS CO COM 025816109 282,339 4,646,790 SH   SOLE   4,646,790 0 0
AMERIPRISE FINL INC COM 03076C106 540 6,010 SH   SOLE   6,010 0 0
AMGEN INC COM 031162100 599 3,940 SH   SOLE   3,940 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 83,052 630,713 SH   SOLE   630,713 0 0
ANTHEM INC COM 036752103 1,221 9,300 SH   SOLE   9,300 0 0
APPLE INC COM 037833100 576 6,030 SH   SOLE   6,030 0 0
ARAMARK COM 03852U106 226,660 6,782,175 SH   SOLE   6,782,175 0 0
BANCO MACRO SA SPON ADR B 05961W105 1,378 18,560 SH   SOLE   18,560 0 0
BAXTER INTL INC COM 071813109 3,333 73,700 SH   SOLE   73,700 0 0
BIOGEN INC COM 09062X103 2,662 11,010 SH   SOLE   11,010 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,224 50,350 SH   SOLE   50,350 0 0
CARTER INC COM 146229109 646 6,070 SH   SOLE   6,070 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 4,705 1,188,074 SH   SOLE   1,144,324 0 0
CBS CORP NEW CL B 124857202 3,137 57,620 SH   SOLE   57,620 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 335 4,200 SH   SOLE   4,200 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 1,329 36,480 SH   SOLE   36,480 0 0
CIGNA CORPORATION COM 125509109 1,243 9,710 SH   SOLE   9,710 0 0
CISCO SYS INC COM 17275R102 613 21,350 SH   SOLE   21,350 0 0
CITRIX SYS INC COM 177376100 1,174 14,660 SH   SOLE   14,660 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,024 52,830 SH   SOLE   52,830 0 0
COLGATE PALMOLIVE CO COM 194162103 3,306 45,170 SH   SOLE   45,170 0 0
COMCAST CORP NEW CL A 20030N101 218,990 3,359,258 SH   SOLE   3,359,258 0 0
COMMSCOPE HLDG CO INC COM 20337X109 472,982 15,242,742 SH   SOLE   15,242,742 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,532 170,950 SH   SOLE   170,950 0 0
COMPUTER SCIENCES CORP COM 205363104 151,930 3,060,018 SH   SOLE   3,060,018 0 0
COOPER STD HLDGS INC COM 21676P103 2,909 36,829 SH   SOLE   36,829 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 513 14,070 SH   SOLE   14,070 0 0
DISCOVER FINL SVCS COM 254709108 2,484 46,360 SH   SOLE   46,360 0 0
EBAY INC COM 278642103 2,517 107,500 SH   SOLE   107,500 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,221 32,300 SH   SOLE   32,300 0 0
ERICSSON ADR B SEK 10 294821608 52,190 6,795,608 SH   SOLE   6,795,608 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,630 53,630 SH   SOLE   53,630 0 0
EXPRESS INC COM 30219E103 1,242 85,600 SH   SOLE   85,600 0 0
FACEBOOK INC CL A 30303M102 317,779 2,780,705 SH   SOLE   2,780,705 0 0
FMC TECHNOLOGIES INC COM 30249U101 3,116 116,820 SH   SOLE   116,820 0 0
GILEAD SCIENCES INC COM 375558103 586 7,020 SH   SOLE   7,020 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 2,338 91,100 SH   SOLE   91,100 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 1,311 42,920 SH   SOLE   42,920 0 0
HERBALIFE LTD COM USD SHS G4412G101 361 6,170 SH   SOLE   6,170 0 0
HOME DEPOT INC COM 437076102 592 4,640 SH   SOLE   4,640 0 0
ILLINOIS TOOL WKS INC COM 452308109 612 5,880 SH   SOLE   5,880 0 0
INTEL CORP COM 458140100 2,717 82,840 SH   SOLE   82,840 0 0
INTERCONTINENTAL HOTELS GROU SPON ADR NW 2016 45857P608 1,199 31,973 SH   SOLE   31,973 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,085 133,570 SH   SOLE   133,570 0 0
JACK IN THE BOX INC COM 466367109 57,297 666,861 SH   SOLE   666,861 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,160 8,210 SH   SOLE   8,210 0 0
JOHNSON & JOHNSON COM 478160104 3,424 28,230 SH   SOLE   28,230 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 47,307 525,113 SH   SOLE   525,113 0 0
KATE SPADE & CO COM 485865109 2,999 145,530 SH   SOLE   145,530 0 0
KLA-TENCOR CORP COM 482480100 3,314 45,240 SH   SOLE   45,240 0 0
KRAFT HEINZ CO COM 500754106 2,012 22,740 SH   SOLE   22,740 0 0
L BRANDS INC COM 501797104 598 8,910 SH   SOLE   8,910 0 0
LAM RESEARCH CORP COM 512807108 459,434 5,465,549 SH   SOLE   5,465,549 0 0
LEAR CORP COM NEW 521865204 2,809 27,600 SH   SOLE   27,600 0 0
LEIDOS HLDGS INC COM 525327102 3,063 63,980 SH   SOLE   63,980 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 48,261 937,290 SH   SOLE   937,290 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 43,504 1,518,458 SH   SOLE   1,518,458 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 610 21,000 SH   SOLE   21,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 2,209 68,462 SH   SOLE   68,462 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 22,196 683,149 SH   SOLE   683,149 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,128 67,220 SH   SOLE   67,220 0 0
LOWES COS INC COM 548661107 604 7,630 SH   SOLE   7,630 0 0
MANPOWERGROUP INC COM 56418H100 993 15,440 SH   SOLE   15,440 0 0
MASTERCARD INC CL A 57636Q104 563 6,390 SH   SOLE   6,390 0 0
MCDONALDS CORP COM 580135101 3,169 26,330 SH   SOLE   26,330 0 0
MEDIVATION INC COM 58501N101 3,173 52,620 SH   SOLE   52,620 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,441 29,130 SH   SOLE   29,130 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,435 13,910 SH   SOLE   13,910 0 0
MOODYS CORP COM 615369105 589 6,290 SH   SOLE   6,290 0 0
MSC INDL DIRECT INC CL A 553530106 2,976 42,170 SH   SOLE   42,170 0 0
MYLAN N V SHS EURO N59465109 99,223 2,294,698 SH   SOLE   2,294,698 0 0
MYRIAD GENETICS INC COM 62855J104 2,872 93,870 SH   SOLE   93,870 0 0
NAVIENT CORP COM 63938C108 2,773 232,030 SH   SOLE   232,030 0 0
NETEASE INC SPONSORED ADR 64110W102 1,351 6,990 SH   SOLE   6,990 0 0
NEWELL BRANDS INC COM 651229106 69,946 1,440,115 SH   SOLE   1,440,115 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 2,844 59,770 SH   SOLE   59,770 0 0
NORTHROP GRUMMAN CORP COM 666807102 259,333 1,166,696 SH   SOLE   1,166,696 0 0
NVIDIA CORP COM 67066G104 3,263 69,420 SH   SOLE   69,420 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,302 12,180 SH   SOLE   12,180 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 55,019 7,820,808 SH   SOLE   7,820,808 0 0
PBF ENERGY INC CL A 69318G106 2,918 122,690 SH   SOLE   122,690 0 0
PFIZER INC COM 717081103 648,808 18,426,824 SH   SOLE   18,426,824 0 0
PHILIP MORRIS INTL INC COM 718172109 595,218 5,851,537 SH   SOLE   5,851,537 0 0
POSCO SPONSORED ADR 693483109 1,262 28,350 SH   SOLE   28,350 0 0
PPG INDS INC COM 693506107 3,077 29,540 SH   SOLE   29,540 0 0
PRICELINE GRP INC COM NEW 741503403 469,925 376,419 SH   SOLE   376,419 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 1,214 16,620 SH   SOLE   16,620 0 0
RADIAN GROUP INC COM 750236101 145,270 13,941,442 SH   SOLE   13,941,442 0 0
ROSS STORES INC COM 778296103 3,426 60,440 SH   SOLE   60,440 0 0
SABRE CORP COM 78573M104 530,998 19,820,738 SH   SOLE   19,820,738 0 0
SANOFI SPONSORED ADR 80105N105 1,791 42,790 SH   SOLE   42,790 0 0
SEALED AIR CORP NEW COM 81211K100 3,214 69,910 SH   SOLE   69,910 0 0
SHIRE PLC SPONSORED ADR 82481R106 353 1,920 SH   SOLE   1,920 0 0
SMITH A O COM 831865209 1,332 15,120 SH   SOLE   15,120 0 0
SONIC CORP COM 835451105 2,375 87,810 SH   SOLE   87,810 0 0
SOUTHWEST AIRLS CO COM 844741108 564 14,390 SH   SOLE   14,390 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,381 55,370 SH   SOLE   55,370 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,901 126,660 SH   SOLE   126,660 0 0
STARBUCKS CORP COM 855244109 2,703 47,320 SH   SOLE   47,320 0 0
STARZ COM SER A 85571Q102 2,824 94,370 SH   SOLE   94,370 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,325 50,500 SH   SOLE   50,500 0 0
TAL ED GROUP ADS REPSTG COM 874080104 1,445 23,290 SH   SOLE   23,290 0 0
TESORO CORP COM 881609101 3,132 41,800 SH   SOLE   41,800 0 0
TEXAS INSTRS INC COM 882508104 2,694 43,000 SH   SOLE   43,000 0 0
TRANSDIGM GROUP INC COM 893641100 211,003 800,192 SH   SOLE   800,192 0 0
TRANSOCEAN LTD REG SHS H8817H100 434 36,470 SH   SOLE   36,470 0 0
TYSON FOODS INC CL A 902494103 3,331 49,870 SH   SOLE   49,870 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 3,328 13,660 SH   SOLE   13,660 0 0
UNITED CONTL HLDGS INC COM 910047109 2,401 58,500 SH   SOLE   58,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,829 26,710 SH   SOLE   26,710 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,837 13,010 SH   SOLE   13,010 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 371,315 2,768,938 SH   SOLE   2,768,938 0 0
US BANCORP DEL COM NEW 902973304 145,816 3,615,569 SH   SOLE   3,615,569 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,046 59,730 SH   SOLE   59,730 0 0
VIRGIN AMER INC COM VTG 92765X208 3,194 56,820 SH   SOLE   56,820 0 0
VULCAN MATLS CO COM 929160109 23,223 192,948 SH   SOLE   192,948 0 0
WASTE CONNECTIONS INC COM 94106B101 399,955 5,551,069 SH   SOLE   5,551,069 0 0
WEBMD HEALTH CORP COM 94770V102 2,811 48,370 SH   SOLE   48,370 0 0
WILLIAMS SONOMA INC COM 969904101 3,116 59,770 SH   SOLE   59,770 0 0
XILINX INC COM 983919101 3,146 68,200 SH   SOLE   68,200 0 0
YELP INC CL A 985817105 2,027 66,760 SH   SOLE   66,760 0 0
YY INC ADS REPCOM CLA 98426T106 970 28,650 SH   SOLE   28,650 0 0