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 580 90,000 SH   SOLE   90,000 0 0
ABAXIS COM 002567105 120,721 2,345,000 SH   SOLE   2,143,000 0 202,000
ABBOTT LABORATORIES COM 002824100 870,547 17,737,310 SH   SOLE   5,178,045 0 12,559,265
ABBVIE INC. COM 00287Y109 188,086 2,799,320 SH   SOLE   1,054,870 0 1,744,450
ABIOMED INC. COM 003654100 372,564 5,668,090 SH   SOLE   4,575,173 0 1,092,917
ACCURAY INC. COM 004397105 57,989 8,603,700 SH   SOLE   7,398,500 0 1,205,200
ACTIVISION BLIZZARD COM 00507V109 263,280 10,874,825 SH   SOLE   2,012,125 0 8,862,700
ADOBE SYS INC COM 00724F101 2,971,759 36,683,855 SH   SOLE   5,909,822 0 30,774,033
AECOM COM 00766T100 159,469 4,820,720 SH   SOLE   1,637,975 0 3,182,745
AFFYMETRIX INC. COM 00826T108 120,281 11,014,740 SH   SOLE   7,593,240 0 3,421,500
AGILENT TECHNOLOGIES COM 00846U101 220,893 5,725,575 SH   SOLE   2,601,405 0 3,124,170
AIRBUS GROUP COM 004012250 1,189,937 18,355,017 SH   SOLE   2,532,900 0 15,822,117
ALASKA AIRGROUP INC. COM 011659109 506,368 7,859,200 SH   SOLE   867,600 0 6,991,600
ALIBABA GROUP HOLDING COM 01609W102 585,882 7,121,455 SH   SOLE   1,464,450 0 5,657,005
ALLEGIANT TRAVEL CO COM 01748X102 7,667 43,100 SH   SOLE   24,300 0 18,800
ALTERA CORP. COM 021441100 691,190 13,499,807 SH   SOLE   4,603,850 0 8,895,957
AMAZON.COM INC COM 023135106 120,881 278,470 SH   SOLE   0 0 278,470
AMERICAN AIRLINES GROUP COM 02376R102 661,061 16,553,420 SH   SOLE   7,042,160 0 9,511,260
AMERICAN EXPRESS CO. COM 025816109 44,821 576,700 SH   SOLE   77,000 0 499,700
AMGEN INC. COM 031162100 4,813,111 31,351,688 SH   SOLE   4,329,001 0 27,022,687
ANALOG DEVICES COM 032654105 293,635 4,574,815 SH   SOLE   1,089,805 0 3,485,010
APPLE INC COM 037833100 129,695 1,034,000 SH   SOLE   0 0 1,034,000
APPLIED MATERIALS COM 038222105 111,637 5,808,355 SH   SOLE   1,938,800 0 3,869,555
ARISTA NETWORKS COM 040413106 4,005 49,000 SH   SOLE   14,700 0 34,300
ASCENA RETAIL GROUP COM 04351G101 169,402 10,168,200 SH   SOLE   8,493,000 0 1,675,200
ASML HOLDING NV COM N07059210 345,626 3,319,178 SH   SOLE   523,357 0 2,795,821
AUDIENCE COM 05070J102 14,323 2,929,074 SH   SOLE   1,805,223 0 1,123,851
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 1,109 68,300 SH   SOLE   57,700 0 10,600
AVIS BUDGET GROUP COM 053774105 6,392 145,000 SH   SOLE   145,000 0 0
AXCELIS TECHNOLOGIES COM 054540109 36,532 12,342,000 SH   SOLE   11,200,000 0 1,142,000
AXOVANT SCIENCES COM G0750W104 10,190 500,000 SH   SOLE   161,500 0 338,500
BED BATH & BEYOND INC. COM 075896100 307,848 4,462,856 SH   SOLE   562,673 0 3,900,183
BIOGEN INC. COM 09062X103 6,665,632 16,501,541 SH   SOLE   1,761,250 0 14,740,291
BIOMARIN PHARMA COM 09061G101 1,093,248 7,992,749 SH   SOLE   1,830,435 0 6,162,314
BLACKBERRY LTD COM 09228F103 558,696 68,300,207 SH   SOLE   36,219,950 0 32,080,257
BOEING CO. COM 097023105 293,566 2,116,250 SH   SOLE   302,900 0 1,813,350
BOOT BARN HOLDINGS COM 099406100 432 13,500 SH   SOLE   13,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 815,927 46,097,564 SH   SOLE   3,379,735 0 42,717,829
BOULDER BRANDS INC. COM 101405108 58,696 8,457,700 SH   SOLE   7,422,300 0 1,035,400
BROADCOM CORP COM 111320107 189,478 3,679,900 SH   SOLE   680,000 0 2,999,900
BROCADE COMM SYS COM 111621306 10,692 900,000 SH   SOLE   0 0 900,000
CABOT CORP COM 127055101 3,729 100,000 SH   SOLE   0 0 100,000
CABOT OIL & GAS CORP COM 127097103 84,786 2,688,200 SH   SOLE   520,400 0 2,167,800
CAMERON INTL CORP. COM 13342B105 26,195 500,200 SH   SOLE   200,400 0 299,800
CANADIAN PACIFIC RAILWAY COM 13645T100 2,721 16,980 SH   SOLE   3,550 0 13,430
CARDICA INC COM 14141R101 3,007 6,013,500 SH   SOLE   5,315,500 0 698,000
CARMAX INC. COM 143130102 886,746 13,392,932 SH   SOLE   4,342,462 0 9,050,470
CARNIVAL CORP COM 143658300 1,181,388 23,919,580 SH   SOLE   7,107,337 0 16,812,243
CARTER'S COM 146229109 10,404 97,870 SH   SOLE   0 0 97,870
CATERPILLAR INC DEL COM 149123101 500,404 5,899,595 SH   SOLE   863,824 0 5,035,771
CELANESE CORP COM 150870103 88,491 1,231,100 SH   SOLE   340,000 0 891,100
CEPHEID COM 15670R107 142,791 2,335,100 SH   SOLE   2,005,800 0 329,300
CERNER CORP COM 156782104 1,381 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 38,406 7,400,000 SH   SOLE   7,400,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 212,999 3,413,994 SH   SOLE   629,179 0 2,784,815
CHARLES RIVER LAB COM 159864107 114,113 1,622,300 SH   SOLE   790,300 0 832,000
CHEGG INC COM 163092109 73,213 9,338,372 SH   SOLE   8,573,500 0 764,872
CHICAGO BRIDGE & IRON COM 167250109 6,005 120,000 SH   SOLE   0 0 120,000
CHUBB CORP. COM 171232101 428,054 4,499,200 SH   SOLE   470,050 0 4,029,150
CIENA CORP COM 171779309 14,925 630,269 SH   SOLE   17,613 0 612,656
CIRCOR CORP COM 17273K109 22,003 403,500 SH   SOLE   345,500 0 58,000
CISCO SYSTEMS INC COM 17275R102 710,073 25,858,464 SH   SOLE   6,026,175 0 19,832,289
COMERICA COM 200340107 17,254 336,200 SH   SOLE   266,700 0 69,500
COMSCORE COM 20564W105 206,107 3,869,832 SH   SOLE   3,203,660 0 666,172
CONSTELLIUM N.V. COM N22035104 23,832 2,014,500 SH   SOLE   768,400 0 1,246,100
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,875 157,000 SH   SOLE   16,000 0 141,000
CORNING INC COM 219350105 391,923 19,864,300 SH   SOLE   2,559,550 0 17,304,750
CRAY INC COM 225223304 56,731 1,922,425 SH   SOLE   1,207,550 0 714,875
CREE INC. COM 225447101 262,907 10,100,141 SH   SOLE   4,264,681 0 5,835,460
CROWN HOLDINGS INC. COM 228368106 5,519 104,300 SH   SOLE   2,700 0 101,600
CSX CORP. COM 126408103 150,462 4,608,325 SH   SOLE   691,750 0 3,916,575
CURTISS WRIGHT COM 231561101 91,944 1,269,250 SH   SOLE   603,000 0 666,250
CVS HEALTH CORP COM 126650100 377,852 3,602,710 SH   SOLE   561,650 0 3,041,060
DEERE & CO COM 244199105 302,973 3,121,819 SH   SOLE   433,169 0 2,688,650
DELTA AIR LINES DEL COM 247361702 782,970 19,059,645 SH   SOLE   5,982,265 0 13,077,380
DESCARTES SYS GRP INC COM 249906108 79,658 4,963,090 SH   SOLE   285,190 0 4,677,900
DIEBOLD COM 253651103 19,670 562,000 SH   SOLE   485,000 0 77,000
DIRECTV COM STK COM 25490A309 1,155,934 12,457,523 SH   SOLE   1,001,729 0 11,455,794
DISCOVER FIN SVCS COM 254709108 122,373 2,123,800 SH   SOLE   676,500 0 1,447,300
DISNEY WALT CO. COM 254687106 873,930 7,656,649 SH   SOLE   729,850 0 6,926,799
DOW CHEMICAL CO. COM 260543103 88,012 1,720,000 SH   SOLE   783,425 0 936,575
DREAM WORKS ANIMATION COM 26153C103 305,908 11,596,200 SH   SOLE   8,457,500 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 31,073 485,900 SH   SOLE   191,700 0 294,200
DYAX CORP. COM 26746E103 281,373 10,617,860 SH   SOLE   7,774,720 0 2,843,140
E TRADE FINANCIAL COM 269246401 152,844 5,103,300 SH   SOLE   3,732,500 0 1,370,800
EBAY INC. COM 278642103 420,252 6,976,300 SH   SOLE   2,454,700 0 4,521,600
EDWARDS LIFE COM 28176E108 39,880 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 135,477 2,037,250 SH   SOLE   679,500 0 1,357,750
ELLIE MAE COM 28849P100 274,362 3,931,245 SH   SOLE   3,557,800 0 373,445
EMC CORP/MASS COM 268648102 950,775 36,027,839 SH   SOLE   6,778,206 0 29,249,633
ENCANA CORP. COM 292505104 6,171 560,000 SH   SOLE   0 0 560,000
ENSCO PLC COM G3157S106 3,192 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 76,426 5,245,450 SH   SOLE   526,316 0 4,719,134
EOG RESOURCES INC. COM 26875P101 251,886 2,877,050 SH   SOLE   259,775 0 2,617,275
EPIZYME COM 29428V104 144,567 6,023,605 SH   SOLE   5,530,205 0 493,400
ERICSSON COM 294821608 733,489 70,257,604 SH   SOLE   20,225,300 0 50,032,304
ESTERLINE TECHNOLOGIES COM 297425100 10,710 112,331 SH   SOLE   56,700 0 55,631
EXACT SCIENCE CORP COM 30063p105 78,255 2,631,300 SH   SOLE   2,140,000 0 491,300
EXELON CORP COM 30161N101 4,880 155,300 SH   SOLE   12,700 0 142,600
EXPEDITORS INTL OF WASH COM 302130109 54,837 1,189,400 SH   SOLE   170,000 0 1,019,400
EXXON MOBIL CORP. COM 30231G102 65,413 786,212 SH   SOLE   95,000 0 691,212
F5 NETWORKS INC COM 315616102 185,154 1,538,465 SH   SOLE   853,260 0 685,205
FARO TECHNOLOGIES INC. COM 311642102 79,203 1,696,000 SH   SOLE   1,396,322 0 299,678
FEDEX CORP COM 31428X106 2,582,812 15,157,346 SH   SOLE   1,166,639 0 13,990,707
FEI COMPANY COM 30241L109 83,610 1,008,200 SH   SOLE   377,000 0 631,200
FLEX PHARMA COM 33938A105 5,611 326,200 SH   SOLE   122,500 0 203,700
FLEXTRONICS INTL LTD COM Y2573F102 595,743 52,674,005 SH   SOLE   18,541,772 0 34,132,233
FLUIDIGM CORP. COM 34385P108 98,473 4,069,132 SH   SOLE   2,869,432 0 1,199,700
FORMFACTOR INC COM 346375108 75,651 8,222,918 SH   SOLE   1,796,718 0 6,426,200
FRANCESCA'S HOLDINGS COM 351793104 1,494 110,900 SH   SOLE   10,200 0 100,700
FRANK'S INTERNATIONAL COM N33462107 10,238 543,400 SH   SOLE   195,000 0 348,400
GILDAN ACTIVEWEAR COM 375916103 124,208 3,736,700 SH   SOLE   1,079,600 0 2,657,100
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 191,398 4,595,385 SH   SOLE   490,985 0 4,104,400
GOOGLE CLASS A COM 38259P508 1,452,972 2,690,489 SH   SOLE   430,536 0 2,259,953
GOOGLE CLASS C COM 38259P706 1,398,957 2,687,665 SH   SOLE   423,686 0 2,263,979
GREIF CL A COM 397624107 7,005 195,400 SH   SOLE   70,000 0 125,400
GREIF CL B COM 397624206 1,701 42,000 SH   SOLE   5,000 0 37,000
GUIDANCE SOFTWARE COM 401692108 37,706 4,451,707 SH   SOLE   2,867,515 0 1,584,192
HAWAIIAN HOLDINGS INC. COM 419879101 17,575 740,000 SH   SOLE   615,000 0 125,000
HERTZ GLOBAL HLDS COM 42805T105 80,069 4,418,800 SH   SOLE   692,800 0 3,726,000
HEWLETT-PACKARD CO. COM 428236103 1,273,948 42,450,783 SH   SOLE   7,067,176 0 35,383,607
HILTON WORLDWIDE HOLDINGS INC COM 43300A104 4,022 146,000 SH   SOLE   0 0 146,000
HONEYWELL INTL. INC. COM 438516106 563,604 5,527,155 SH   SOLE   470,515 0 5,056,640
IDEX CORP COM 45167R104 114,845 1,461,505 SH   SOLE   392,245 0 1,069,260
ILLUMINA INC COM 452327109 488,995 2,239,397 SH   SOLE   661,480 0 1,577,917
IMMUNOGEN COM 45253H101 185,034 12,867,483 SH   SOLE   10,598,804 0 2,268,679
INSULET CORP. COM 45784P101 155,959 5,032,572 SH   SOLE   4,630,377 0 402,195
INTEL CORP COM 458140100 980,346 32,232,335 SH   SOLE   6,158,242 0 26,074,093
INTUIT INC COM 461202103 853,398 8,468,775 SH   SOLE   992,750 0 7,476,025
JABIL CIRCUIT COM 466313103 86,697 4,072,200 SH   SOLE   1,922,825 0 2,149,375
JACOBS ENGR GROUP DEL COM 469814107 295,430 7,273,030 SH   SOLE   2,957,944 0 4,315,086
JET BLUE AIRWAYS COM 477143101 452,631 21,803,014 SH   SOLE   10,117,251 0 11,685,763
JOHNSON & JOHNSON COM 478160104 1,108,154 11,370,350 SH   SOLE   2,132,260 0 9,238,090
JPMORGAN CHASE & CO. COM 46625H100 465,755 6,873,601 SH   SOLE   3,089,510 0 3,784,091
KALOBIOS PHARMA COM 48344T100 2,077 4,327,600 SH   SOLE   1,869,100 0 2,458,500
KELLOGG CO. COM 487836108 4,389 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 178,449 5,721,339 SH   SOLE   3,460,289 0 2,261,050
KIRBY CORP. COM 497266106 53,785 701,600 SH   SOLE   473,250 0 228,350
KLA-TENCOR CORP. COM 482480100 537,883 9,569,161 SH   SOLE   2,145,218 0 7,423,943
L BRANDS INC. COM 501797104 1,827,921 21,321,837 SH   SOLE   4,704,725 0 16,617,112
LAS VEGAS SANDS CORP. COM 517834107 39,427 750,000 SH   SOLE   0 0 750,000
LILLY ELI & CO COM 532457108 5,014,379 60,059,630 SH   SOLE   11,168,243 0 48,891,387
LYONDELLBASELL INDUSTRIES COM N53745100 8,727 84,300 SH   SOLE   25,000 0 59,300
MARKETAXESS HLDGS INC. COM 57060D108 93,087 1,003,420 SH   SOLE   912,220 0 91,200
MARRONE BIO INNOVATIONS COM 57165B106 6,419 3,242,100 SH   SOLE   2,442,900 0 799,200
MARSH & MCLENNAN COS. COM 571748102 1,074,496 18,950,551 SH   SOLE   2,641,792 0 16,308,759
MASTERCARD INC CL A COM 57636Q104 90,447 967,550 SH   SOLE   49,000 0 918,550
MATSON INC. COM 57686G105 11,677 277,761 SH   SOLE   199,761 0 78,000
MEDTRONIC PLC COM G5960L103 1,214,951 16,396,096 SH   SOLE   2,171,035 0 14,225,061
MERCK & COMPANY COM 58933Y105 116,251 2,042,000 SH   SOLE   1,812,000 0 230,000
MERCURY GENERAL CORP COM 589400100 15,671 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 715,614 37,983,749 SH   SOLE   7,122,900 0 30,860,849
MICROSOFT CORP. COM 594918104 2,773,721 62,824,927 SH   SOLE   8,836,942 0 53,987,985
MOBILEYE N.V. COM N51488117 17,581 330,650 SH   SOLE   46,419 0 284,231
MOMENTA PHARMACEUTICALS COM 60877T100 61,608 2,700,900 SH   SOLE   2,333,883 0 367,017
MONSANTO CO. COM 61166W101 1,330,976 12,486,877 SH   SOLE   1,546,108 0 10,940,769
MOTOROLA SOLUTIONS INC COM 620076307 3,320 57,900 SH   SOLE   0 0 57,900
NATIONAL OILWELL VARCO COM 637071101 81,716 1,692,545 SH   SOLE   373,500 0 1,319,045
NCI BUILDING SYSTEMS COM 628852204 8,062 535,000 SH   SOLE   470,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 246,533 19,706,886 SH   SOLE   17,398,486 0 2,308,400
NETAPP INC. COM 64110D104 1,236,703 39,185,758 SH   SOLE   11,050,583 0 28,135,175
NEUSTAR COM 64126X201 236,776 8,106,007 SH   SOLE   5,372,464 0 2,733,543
NEWELL RUBBERMAID INC COM 651229106 26,231 638,060 SH   SOLE   60,000 0 578,060
NIMBLE STORAGE COM 65440R101 5,685 202,600 SH   SOLE   202,600 0 0
NN INC COM 629337106 19,268 755,000 SH   SOLE   560,000 0 195,000
NOBLE ENERGY INC. COM 655044105 113,051 2,648,800 SH   SOLE   0 0 2,648,800
NORFOLK SOUTHERN COM 655844108 92,687 1,060,980 SH   SOLE   415,425 0 645,555
NORWEGIAN CRUISE LINES COM G66721104 193,503 3,452,950 SH   SOLE   2,188,650 0 1,264,300
NOVADAQ TECHNOLOGIES INC. COM 66987G102 59,649 4,925,582 SH   SOLE   4,925,582 0 0
NOVARTIS AG ADR COM 66987V109 2,177,037 22,137,858 SH   SOLE   2,415,388 0 19,722,470
NUANCE COMMUNICATIONS COM 67020Y100 276,771 15,806,438 SH   SOLE   8,279,430 0 7,527,008
NUVASIVE INC. COM 670704105 42,689 901,000 SH   SOLE   725,000 0 176,000
NVIDIA CORP. COM 67066G104 660,562 32,847,415 SH   SOLE   6,743,045 0 26,104,370
ONCOMED PHARMACEUTICALS COM 68234X102 4,293 190,800 SH   SOLE   144,100 0 46,700
ORACLE CORP. COM 68389X105 384,833 9,549,200 SH   SOLE   400,200 0 9,149,000
ORASURE TECHNOLOGIES COM 68554V108 10,893 2,020,900 SH   SOLE   1,956,900 0 64,000
PENTAIR PLC COM G7S00T104 157,512 2,291,081 SH   SOLE   284,500 0 2,006,581
PEPSICO INC COM 713448108 42,003 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 182,949 3,475,470 SH   SOLE   1,749,854 0 1,725,616
PETRO BRASIL ADR Pref A COM 71654V101 5,671 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 3,891 430,000 SH   SOLE   0 0 430,000
PFENEX INC COM 717071104 46,005 2,371,388 SH   SOLE   2,298,000 0 73,388
PLANTRONICS INC NEW COM 727493108 276,969 4,918,650 SH   SOLE   0 0 4,918,650
POLYPORE INTERNATIONAL COM 73179V103 306,025 5,110,640 SH   SOLE   3,910,300 0 1,200,340
POST HOLDINGS COM 737446104 647 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 250,946 8,102,864 SH   SOLE   692,279 0 7,410,585
PRAXAIR INC. COM 74005P104 225,767 1,888,470 SH   SOLE   317,470 0 1,571,000
PROGRESSIVE CORP. COM 743315103 323,147 11,611,475 SH   SOLE   2,407,750 0 9,203,725
PUBLIC SVC ENTERPRISE GRP COM 744573106 14,627 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 562,831 22,703,966 SH   SOLE   10,837,401 0 11,866,565
QUALCOMM INCORP. COM 747525103 1,064,361 16,994,435 SH   SOLE   3,209,745 0 13,784,690
QUIKSILVER COM 74838C106 3,893 5,899,000 SH   SOLE   5,460,000 0 439,000
RAMBUS INC DEL COM COM 750917106 120,146 8,291,622 SH   SOLE   917,463 0 7,374,159
RANGE RESOURCES COM 75281A109 17,056 345,400 SH   SOLE   273,600 0 71,800
REPUBLIC SVCS INC COM 760759100 15,039 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 13,958 2,497,000 SH   SOLE   1,790,000 0 707,000
RITCHIE BROS AUCTION COM 767744105 219,710 7,869,280 SH   SOLE   2,738,095 0 5,131,185
ROCHE HOLDING AG-CHF COM 007110388 2,861,745 10,214,899 SH   SOLE   1,588,100 0 8,626,799
ROCKWELL AUTOMATION COM 773903109 307,269 2,465,255 SH   SOLE   295,605 0 2,169,650
ROSS STORES INC COM 778296103 784,881 16,146,500 SH   SOLE   2,875,900 0 13,270,600
ROYAL CARIBBEAN COM V7780T103 402,775 5,118,501 SH   SOLE   2,189,101 0 2,929,400
SAFRAN COM 00B058TZ6 107,252 1,583,900 SH   SOLE   157,600 0 1,426,300
SALESFORCE.COM COM 79466L302 22,105 317,460 SH   SOLE   0 0 317,460
SANDISK CORP COM 80004C101 606,388 10,415,455 SH   SOLE   3,865,315 0 6,550,140
SANOFI COM 80105N105 186,057 3,756,457 SH   SOLE   648,850 0 3,107,607
SCHLUMBERGER LTD COM 806857108 410,853 4,766,824 SH   SOLE   644,363 0 4,122,461
SCHWAB CHARLES CORP COM 808513105 1,977,628 60,570,527 SH   SOLE   12,747,864 0 47,822,663
SCHWEITZER-MAUDUIT COM 808541106 19,190 481,200 SH   SOLE   481,200 0 0
SEATTLE GENETICS COM 812578102 575,916 11,899,100 SH   SOLE   8,492,700 0 3,406,400
SERVICESOURCE COM 81763U100 60,242 11,013,101 SH   SOLE   8,454,500 0 2,558,601
SHUTTERFLY COM 82568P304 265,698 5,557,382 SH   SOLE   4,714,227 0 843,155
SMART TECHNOLOGIES INC A COM 83172R108 4,393 4,594,346 SH   SOLE   336,042 0 4,258,304
SOLAZYME COM 83415T101 37,593 11,972,209 SH   SOLE   9,080,013 0 2,892,196
SONY CORP ADR NEW COM 835699307 1,299,304 45,766,250 SH   SOLE   18,517,400 0 27,248,850
SOUTHWEST AIRLS CO COM 844741108 2,574,864 77,813,973 SH   SOLE   12,154,821 0 65,659,152
SOUTHWESTERN ENERGY CO COM 845467109 72,927 3,208,386 SH   SOLE   864,675 0 2,343,711
SPIRIT AIRLINES COM 848577102 49,234 792,824 SH   SOLE   470,500 0 322,324
SPRINT CORP. COM 85207U105 91,588 20,085,000 SH   SOLE   15,690,000 0 4,395,000
STRATASYS LTD COM M85548101 30,913 885,000 SH   SOLE   810,000 0 75,000
STRYKER CORP. COM 863667101 28,241 295,500 SH   SOLE   0 0 295,500
SYMANTEC COM 871503108 125,038 5,378,000 SH   SOLE   798,600 0 4,579,400
TEKMIRA PHARMACEUTICALS COM 87911B209 24,669 2,080,000 SH   SOLE   2,080,000 0 0
TESLA MOTORS COM 88160R101 334,901 1,248,420 SH   SOLE   354,470 0 893,950
TEXAS INSTRS. INC. COM 882508104 2,950,330 57,276,849 SH   SOLE   7,518,483 0 49,758,366
THE CME GROUP COM 12572Q105 197,777 2,125,263 SH   SOLE   982,463 0 1,142,800
THE RUBICON PROJECT COM 78112V102 1,735 116,000 SH   SOLE   110,000 0 6,000
THERMO FISHER SCIENTIFIC INC COM 883556102 716,358 5,520,640 SH   SOLE   1,114,340 0 4,406,300
THOMSON REUTERS CORP COM 884903105 7,614 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 62,538 351,004 SH   SOLE   0 0 351,004
TJX COS INC NEW COM 872540109 830,056 12,544,296 SH   SOLE   658,600 0 11,885,696
TRANSDIGM GROUP COM 893641100 12,963 57,700 SH   SOLE   2,400 0 55,300
TRANSOCEAN LTD COM H8817H100 356,200 22,096,775 SH   SOLE   5,478,732 0 16,618,043
TREX CO COM 89531P105 9,245 187,037 SH   SOLE   151,837 0 35,200
TRIBUNE MEDIA COMPANY COM 896047503 389,251 7,290,715 SH   SOLE   4,301,450 0 2,989,265
TRIBUNE PUBLISHING COM 896082104 59,206 3,809,921 SH   SOLE   3,440,880 0 369,041
TRIMBLE NAVIGATION COM 896239100 323,293 13,780,615 SH   SOLE   4,624,340 0 9,156,275
TUESDAY MORNING CORP. COM 899035505 74,476 6,608,350 SH   SOLE   4,405,500 0 2,202,850
TWITTER INC. COM 90184L102 1,484 40,980 SH   SOLE   11,700 0 29,280
TYSON FOODS COM 902494103 53,714 1,260,000 SH   SOLE   535,000 0 725,000
UNION PACIFIC CORP. COM 907818108 453,615 4,756,375 SH   SOLE   72,075 0 4,684,300
UNITED CONTL HLDGS INC COM 910047109 1,080,242 20,378,085 SH   SOLE   6,333,334 0 14,044,751
UNITED PARCEL SVC INC. COM 911312106 401,362 4,141,598 SH   SOLE   551,372 0 3,590,226
UNITED TECHNOLOGIES CORP. COM 913017109 144,586 1,303,400 SH   SOLE   56,000 0 1,247,400
UNIVERSAL DISPLAY CORP COM 91347P105 74,153 1,433,461 SH   SOLE   808,386 0 625,075
URBAN OUTFITTERS COM 917047102 96,049 2,744,256 SH   SOLE   1,873,356 0 870,900
US BANCORP DEL COM 902973304 133,323 3,071,964 SH   SOLE   0 0 3,071,964
UTi WORLDWIDE COM G87210103 25,784 2,581,000 SH   SOLE   2,141,000 0 440,000
V F CORP COM 918204108 72,249 1,035,980 SH   SOLE   0 0 1,035,980
VIRGIN AMERICA COM 92765X208 31,737 1,154,900 SH   SOLE   854,900 0 300,000
VISA COM 92826C839 773,934 11,525,448 SH   SOLE   2,597,316 0 8,928,132
VMWARE COM 928563402 129,764 1,513,462 SH   SOLE   704,087 0 809,375
WATERS CORP COM 941848103 91,371 711,722 SH   SOLE   202,090 0 509,632
WELLS FARGO & CO. COM 949746101 816,056 14,510,242 SH   SOLE   3,006,142 0 11,504,100
WHIRLPOOL CP COM 963320106 75,640 437,100 SH   SOLE   72,800 0 364,300
WILLIS GROUP HOLDINGS COM G96666105 16,331 348,200 SH   SOLE   348,200 0 0
WORKDAY COM 98138H101 764 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 64,954 2,956,500 SH   SOLE   1,884,300 0 1,072,200
XENOPORT COM 98411C100 558 91,000 SH   SOLE   74,000 0 17,000
XOOM CORP COM 98419Q101 19,561 928,800 SH   SOLE   905,000 0 23,800
YAHOO! INC. COM 984332106 144,073 3,666,900 SH   SOLE   1,445,700 0 2,221,200
ZIMMER BIOMET HOLDINGS INC. COM 98956P102 64,194 587,700 SH   SOLE   68,400 0 519,300