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
AKAMAI TECHNOLOGIES INC COM 00971T101 26,743 628,500 SH   SOLE   628,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 22,091 519,180 SH   OTR 1 0 519,180 0
ALEXION PHARMACEUTICALS INC COM 015351109 30,005 325,290 SH   SOLE   325,290 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 27,645 299,710 SH   OTR 1 0 299,710 0
AMAZON COM INC COM 023135106 65,681 236,526 SH   SOLE   236,526 0 0
AMAZON COM INC COM 023135106 54,675 196,891 SH   OTR 1 0 196,891 0
AMERISOURCEBERGEN CORP COM 03073E105 59,092 1,058,420 SH   SOLE   1,058,420 0 0
AMERISOURCEBERGEN CORP COM 03073E105 51,521 922,820 SH   OTR 1 0 922,820 0
ANALOG DEVICES INC COM 032654105 60,902 1,351,568 SH   SOLE   1,351,568 0 0
ANALOG DEVICES INC COM 032654105 51,145 1,135,052 SH   OTR 1 0 1,135,052 0
APPLE INC COM 037833100 62,972 158,808 SH   SOLE   158,808 0 0
APPLE INC COM 037833100 51,721 130,433 SH   OTR 1 0 130,433 0
APPLIED MATLS INC COM 038222105 29,832 1,999,450 SH   SOLE   1,999,450 0 0
APPLIED MATLS INC COM 038222105 28,400 1,903,460 SH   OTR 1 0 1,903,460 0
ASPEN TECHNOLOGY INC COM 045327103 41,756 1,450,351 SH   SOLE   1,450,351 0 0
ASPEN TECHNOLOGY INC COM 045327103 33,674 1,169,631 SH   OTR 1 0 1,169,631 0
ATMEL CORP COM 049513104 10,781 1,468,790 SH   SOLE   1,468,790 0 0
ATMEL CORP COM 049513104 9,037 1,231,210 SH   OTR 1 0 1,231,210 0
BAIDU INC SPON ADR REP A 056752108 43,479 459,600 SH   SOLE   459,600 0 0
BAIDU INC SPON ADR REP A 056752108 33,683 356,047 SH   OTR 1 0 356,047 0
BROADCOM CORP CL A 111320107 10,214 302,240 SH   SOLE   302,240 0 0
BROADCOM CORP CL A 111320107 8,744 258,735 SH   OTR 1 0 258,735 0
CABELAS INC COM 126804301 44,265 683,520 SH   SOLE   683,520 0 0
CABELAS INC COM 126804301 40,754 629,310 SH   OTR 1 0 629,310 0
CADENCE DESIGN SYSTEM INC COM 127387108 54,699 3,777,540 SH   SOLE   3,777,540 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 48,001 3,315,003 SH   OTR 1 0 3,315,003 0
CARTER INC COM 146229109 55,754 752,720 SH   SOLE   752,720 0 0
CARTER INC COM 146229109 49,156 663,640 SH   OTR 1 0 663,640 0
CBS CORP NEW CL B 124857202 76,211 1,559,457 SH   SOLE   1,559,457 0 0
CBS CORP NEW CL B 124857202 64,978 1,329,600 SH   OTR 1 0 1,329,600 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 41,277 113,290 SH   SOLE   113,290 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 34,580 94,910 SH   OTR 1 0 94,910 0
COSTCO WHSL CORP NEW COM 22160K105 62,052 561,198 SH   SOLE   561,198 0 0
COSTCO WHSL CORP NEW COM 22160K105 53,697 485,642 SH   OTR 1 0 485,642 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,305 40,000 SH   SOLE   40,000 0 0
DOLLAR TREE INC COM 256746108 35,378 695,873 SH   SOLE   695,873 0 0
DOLLAR TREE INC COM 256746108 30,895 607,688 SH   OTR 1 0 607,688 0
DUNKIN BRANDS GROUP INC COM 265504100 26,734 624,323 SH   SOLE   624,323 0 0
DUNKIN BRANDS GROUP INC COM 265504100 21,809 509,310 SH   OTR 1 0 509,310 0
EBAY INC COM 278642103 70,288 1,359,012 SH   SOLE   1,359,012 0 0
EBAY INC COM 278642103 60,435 1,168,500 SH   OTR 1 0 1,168,500 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 8,167 1,176,800 SH   SOLE   1,176,800 0 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 8,165 1,176,530 SH   OTR 1 0 1,176,530 0
ELECTRONIC ARTS INC COM 285512109 14,598 634,980 SH   SOLE   634,980 0 0
ELECTRONIC ARTS INC COM 285512109 11,840 515,020 SH   OTR 1 0 515,020 0
GILEAD SCIENCES INC COM 375558103 28,309 552,160 SH   SOLE   552,160 0 0
GILEAD SCIENCES INC COM 375558103 25,524 497,840 SH   OTR 1 0 497,840 0
GOOGLE INC CL A 38259P508 149,390 169,690 SH   SOLE   169,690 0 0
GOOGLE INC CL A 38259P508 124,007 140,858 SH   OTR 1 0 140,858 0
GROUPON INC COM CL A 399473107 18,991 2,221,190 SH   SOLE   2,221,190 0 0
GROUPON INC COM CL A 399473107 15,209 1,778,810 SH   OTR 1 0 1,778,810 0
GUIDEWIRE SOFTWARE INC COM 40171V100 22,329 531,020 SH   SOLE   531,020 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 18,763 446,210 SH   OTR 1 0 446,210 0
IMPERVA INC COM 45321L100 14,896 330,734 SH   SOLE   330,734 0 0
IMPERVA INC COM 45321L100 12,216 271,221 SH   OTR 1 0 271,221 0
INFORMATICA CORP COM 45666Q102 31,968 913,884 SH   SOLE   913,884 0 0
INFORMATICA CORP COM 45666Q102 27,604 789,150 SH   OTR 1 0 789,150 0
LE GAGA HLDGS LTD SPONSORED ADR 521168104 2,126 576,212 SH   SOLE   576,212 0 0
LE GAGA HLDGS LTD SPONSORED ADR 521168104 1,344 364,157 SH   OTR 1 0 364,157 0
LINKEDIN CORP COM CL A 53578A108 23,086 129,480 SH   SOLE   129,480 0 0
LINKEDIN CORP COM CL A 53578A108 18,725 105,020 SH   OTR 1 0 105,020 0
MASTERCARD INC CL A 57636Q104 39,094 68,048 SH   SOLE   68,048 0 0
MASTERCARD INC CL A 57636Q104 33,488 58,290 SH   OTR 1 0 58,290 0
NETEASE INC SPONSORED ADR 64110W102 7,940 125,700 SH   SOLE   125,700 0 0
NETEASE INC SPONSORED ADR 64110W102 6,242 98,807 SH   OTR 1 0 98,807 0
NEWS CORP CL B 65248E203 61,440 1,872,033 SH   SOLE   1,872,033 0 0
NEWS CORP CL B 65248E203 52,425 1,597,350 SH   OTR 1 0 1,597,350 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 1,214 150,200 SH   SOLE   150,200 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 6,458 346,284 SH   SOLE   346,284 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 8,462 453,716 SH   OTR 1 0 453,716 0
PHARMACYCLICS INC COM 716933106 6,583 82,830 SH   SOLE   82,830 0 0
PHARMACYCLICS INC COM 716933106 5,338 67,170 SH   OTR 1 0 67,170 0
PRICESMART INC COM 741511109 438 5,000 SH   SOLE   5,000 0 0
QUALCOMM INC COM 747525103 173,763 2,844,374 SH   SOLE   2,844,374 0 0
QUALCOMM INC COM 747525103 144,963 2,372,941 SH   OTR 1 0 2,372,941 0
QUALYS INC COM 74758T303 6,211 385,277 SH   SOLE   385,277 0 0
QUALYS INC COM 74758T303 5,231 324,486 SH   OTR 1 0 324,486 0
RALPH LAUREN CORP CL A 751212101 42,710 245,829 SH   SOLE   245,829 0 0
RALPH LAUREN CORP CL A 751212101 34,456 198,320 SH   OTR 1 0 198,320 0
RDA MICROELECTRONICS INC SPONSORED ADR 749394102 499 45,000 SH   SOLE   45,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 14,795 197,260 SH   SOLE   197,260 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 11,673 155,640 SH   OTR 1 0 155,640 0
SANDISK CORP COM 80004C101 74,951 1,226,698 SH   SOLE   1,226,698 0 0
SANDISK CORP COM 80004C101 60,336 987,490 SH   OTR 1 0 987,490 0
SCIQUEST INC NEW COM 80908T101 2,004 80,000 SH   SOLE   80,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 26,725 400,320 SH   SOLE   400,320 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 21,676 324,680 SH   OTR 1 0 324,680 0
SERVICENOW INC COM 81762P102 25,017 619,379 SH   SOLE   619,379 0 0
SERVICENOW INC COM 81762P102 20,430 505,809 SH   OTR 1 0 505,809 0
SHUTTERFLY INC COM 82568P304 8,067 144,280 SH   SOLE   144,280 0 0
SHUTTERFLY INC COM 82568P304 6,543 117,020 SH   OTR 1 0 117,020 0
SILICON LABORATORIES INC COM 826919102 36,188 873,900 SH   SOLE   873,900 0 0
SILICON LABORATORIES INC COM 826919102 29,212 705,439 SH   OTR 1 0 705,439 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 27,687 787,460 SH   SOLE   787,460 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 25,174 715,980 SH   OTR 1 0 715,980 0
SOHU COM INC COM 83408W103 24,346 395,100 SH   SOLE   395,100 0 0
SOHU COM INC COM 83408W103 19,762 320,700 SH   OTR 1 0 320,700 0
SONY CORP ADR NEW 835699307 3,530 166,600 SH   SOLE   166,600 0 0
SONY CORP ADR NEW 835699307 2,827 133,400 SH   OTR 1 0 133,400 0
SYNOPSYS INC COM 871607107 109,747 3,069,840 SH   SOLE   3,069,840 0 0
SYNOPSYS INC COM 871607107 93,875 2,625,875 SH   OTR 1 0 2,625,875 0
TERADYNE INC COM 880770102 63,826 3,632,648 SH   SOLE   3,632,648 0 0
TERADYNE INC COM 880770102 54,358 3,093,789 SH   OTR 1 0 3,093,789 0
TIBCO SOFTWARE INC COM 88632Q103 30,580 1,428,651 SH   SOLE   1,428,651 0 0
TIBCO SOFTWARE INC COM 88632Q103 25,333 1,183,491 SH   OTR 1 0 1,183,491 0
TIME WARNER INC COM NEW 887317303 43,519 752,664 SH   SOLE   752,664 0 0
TIME WARNER INC COM NEW 887317303 38,390 663,950 SH   OTR 1 0 663,950 0
TRACTOR SUPPLY CO COM 892356106 5,720 48,660 SH   SOLE   48,660 0 0
TRACTOR SUPPLY CO COM 892356106 5,304 45,126 SH   OTR 1 0 45,126 0
TRIPADVISOR INC COM 896945201 26,615 437,240 SH   SOLE   437,240 0 0
TRIPADVISOR INC COM 896945201 22,341 367,020 SH   OTR 1 0 367,020 0
TUMI HLDGS INC COM 89969Q104 26,059 1,085,800 SH   SOLE   1,085,800 0 0
TUMI HLDGS INC COM 89969Q104 21,501 895,892 SH   OTR 1 0 895,892 0
URBAN OUTFITTERS INC COM 917047102 31,348 779,420 SH   SOLE   779,420 0 0
URBAN OUTFITTERS INC COM 917047102 27,423 681,820 SH   OTR 1 0 681,820 0
VERISK ANALYTICS INC CL A 92345Y106 70,061 1,173,559 SH   SOLE   1,173,559 0 0
VERISK ANALYTICS INC CL A 92345Y106 58,081 972,887 SH   OTR 1 0 972,887 0
VISA INC COM CL A 92826C839 45,056 246,544 SH   SOLE   246,544 0 0
VISA INC COM CL A 92826C839 37,069 202,840 SH   OTR 1 0 202,840 0
VISHAY INTERTECHNOLOGY INC COM 928298108 22,633 1,629,410 SH   SOLE   1,629,410 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 18,687 1,345,390 SH   OTR 1 0 1,345,390 0
WABCO HLDGS INC COM 92927K102 1,830 24,500 SH   SOLE   24,500 0 0
WYNN RESORTS LTD COM 983134107 33,336 260,500 SH   SOLE   260,500 0 0
WYNN RESORTS LTD COM 983134107 26,554 207,500 SH   OTR 1 0 207,500 0
XILINX INC COM 983919101 69,861 1,763,717 SH   SOLE   1,763,717 0 0
XILINX INC COM 983919101 59,605 1,504,787 SH   OTR 1 0 1,504,787 0
YELP INC CL A 985817105 15,605 448,810 SH   SOLE   448,810 0 0
YELP INC CL A 985817105 12,774 367,395 SH   OTR 1 0 367,395 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 15,800 823,330 SH   SOLE   823,330 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 12,815 667,770 SH   OTR 1 0 667,770 0