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
ACTAVIS INC COM 00507K103 467,846 3,248,936 SH   SOLE   3,248,936 0 0
ADOBE SYS INC COM 00724F101 276,489 5,323,240 SH   SOLE   5,323,240 0 0
AEGERION PHARMACEUTICALS INC COM 00767E102 63,865 744,788 SH   SOLE   744,788 0 0
AETNA INC NEW COM 00817Y108 10,248 160,076 SH   SOLE   160,076 0 0
ALLSTATE CORP COM 020002101 120,257 2,378,974 SH   SOLE   2,378,974 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 401,290 3,454,640 SH   SOLE   3,454,640 0 0
BANK OF AMERICA CORPORATION COM 060505104 619,626 44,900,440 SH   SOLE   44,900,440 0 0
BLACKBERRY LTD COM 09228F103 64,440 8,110,800 SH   SOLE   8,110,800 0 0
BAIDU INC SPON ADR REP A 056752108 414,757 2,672,750 SH   SOLE   2,672,750 0 0
BIOGEN IDEC INC COM 09062X103 69,903 290,345 SH   SOLE   290,345 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 25,968 444,900 SH   SOLE   444,900 0 0
CUBIST PHARMACEUTICALS INC COM 229678107 37,793 594,704 SH   SOLE   594,704 0 0
CROWN CASTLE INTL CORP COM 228227104 80,306 1,099,632 SH   SOLE   1,099,632 0 0
COLFAX CORP COM 194014106 5,633 99,723 SH   SOLE   99,723 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 23,827 672,513 SH   SOLE   672,513 0 0
COMCAST CORP NEW CL A 20030N101 661,032 14,652,171 SH   SOLE   14,652,171 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,077,898 15,680,804 SH   SOLE   15,680,804 0 0
CARTER INC COM 146229109 213,865 2,818,095 SH   SOLE   2,818,095 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 145,795 1,775,400 SH   SOLE   1,775,400 0 0
DANAHER CORP DEL COM 235851102 792,794 11,436,737 SH   SOLE   11,436,737 0 0
DISNEY WALT CO COM DISNEY 254687106 428,359 6,642,265 SH   SOLE   6,642,265 0 0
EASTMAN CHEM CO COM 277432100 450,588 5,784,190 SH   SOLE   5,784,190 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 147,044 3,236,019 SH   SOLE   3,236,019 0 0
EQUINIX INC COM NEW 29444U502 72,101 392,602 SH   SOLE   392,602 0 0
FACEBOOK INC CL A 30303M102 222,768 4,434,976 SH   SOLE   4,434,976 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 821,519 24,515,654 SH   SOLE   24,515,654 0 0
HCA HOLDINGS INC COM 40412C101 118,987 2,783,331 SH   SOLE   2,783,331 0 0
HOME DEPOT INC COM 437076102 26,483 349,156 SH   SOLE   349,156 0 0
BLOCK H & R INC COM 093671105 432,671 16,229,237 SH   SOLE   16,229,237 0 0
HUMANA INC COM 444859102 111,814 1,198,054 SH   SOLE   1,198,054 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 79,176 210,426 SH   SOLE   210,426 0 0
INVESCO LTD SHS G491BT108 13,206 414,000 SH   SOLE   414,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 700,019 9,393,711 SH   SOLE   9,393,711 0 0
LOWES COS INC COM 548661107 827,567 17,382,222 SH   SOLE   17,382,222 0 0
LAS VEGAS SANDS CORP COM 517834107 96,956 1,459,756 SH   SOLE   1,459,756 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 681,746 9,309,665 SH   SOLE   9,309,665 0 0
MASTERCARD INC CL A 57636Q104 513,524 763,287 SH   SOLE   763,287 0 0
METLIFE INC COM 59156R108 320,992 6,836,900 SH   SOLE   6,836,900 0 0
MCGRAW HILL FINL INC COM 580645109 238,724 3,639,651 SH   SOLE   3,639,651 0 0
MONSANTO CO NEW COM 61166W101 465,484 4,459,945 SH   SOLE   4,459,945 0 0
MICRON TECHNOLOGY INC COM 595112103 652,451 37,349,100 SH   SOLE   37,349,100 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 55,980 584,711 SH   SOLE   584,711 0 0
RED HAT INC COM 756577102 83,397 1,807,479 SH   SOLE   1,807,479 0 0
SHIRE PLC SPONSORED ADR 82481R106 101,882 849,800 SH   SOLE   849,800 0 0
SHERWIN WILLIAMS CO COM 824348106 13,300 73,006 SH   SOLE   73,006 0 0
CONSTELLATION BRANDS INC CL A 21036P108 119,271 2,077,900 SH   SOLE   2,077,900 0 0
TRIUMPH GROUP INC NEW COM 896818101 250,166 3,562,613 SH   SOLE   3,562,613 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 974,096 10,570,770 SH   SOLE   10,570,770 0 0
TESORO CORP COM 881609101 31,802 723,102 SH   SOLE   723,102 0 0
TIME WARNER INC COM NEW 887317303 975,161 14,817,831 SH   SOLE   14,817,831 0 0
UBS AG SHS NEW H89231338 67,435 3,296,853 SH   SOLE   3,296,853 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 303,477 4,046,906 SH   SOLE   4,046,906 0 0
VISA INC COM CL A 92826C839 451,531 2,362,800 SH   SOLE   2,362,800 0 0
VALERO ENERGY CORP NEW COM 91913Y100 282,214 8,263,954 SH   SOLE   8,263,954 0 0
VERISK ANALYTICS INC CL A 92345Y106 38,333 590,111 SH   SOLE   590,111 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 933,712 8,949,608 SH   SOLE   8,949,608 0 0
WATERS CORP COM 941848103 103,448 974,002 SH   SOLE   974,002 0 0
WORKDAY INC CL A 98138H101 32,630 403,200 SH   SOLE   403,200 0 0
YAHOO INC COM 984332106 300,151 9,048,894 SH   SOLE   9,048,894 0 0