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 390 90,000 SH   SOLE   90,000 0 0
ABAXIS COM 002567105 129,579 2,021,200 SH   SOLE   1,836,200 0 185,000
ABBOTT LABORATORIES COM 002824100 823,066 17,765,299 SH   SOLE   5,220,434 0 12,544,865
ABBVIE INC. COM 00287Y109 218,403 3,730,836 SH   SOLE   1,268,281 0 2,462,555
ABIOMED INC. COM 003654100 405,328 5,662,590 SH   SOLE   4,568,973 0 1,093,617
ACCURAY INC. COM 004397105 79,010 8,495,700 SH   SOLE   7,290,500 0 1,205,200
ACTIVISION BLIZZARD COM 00507V109 239,941 10,556,125 SH   SOLE   1,902,100 0 8,654,025
ADOBE SYS INC COM 00724F101 2,721,219 36,803,066 SH   SOLE   6,040,933 0 30,762,133
AECOM COM 00766T100 138,613 4,497,509 SH   SOLE   1,506,589 0 2,990,920
AFFYMETRIX INC. COM 00826T108 138,625 11,037,040 SH   SOLE   7,615,540 0 3,421,500
AGILENT TECHNOLOGIES COM 00846U101 235,975 5,679,310 SH   SOLE   2,555,140 0 3,124,170
AIRBUS GROUP COM 004012250 1,192,757 18,371,417 SH   SOLE   2,559,100 0 15,812,317
ALASKA AIRGROUP INC. COM 011659109 519,884 7,855,600 SH   SOLE   867,600 0 6,988,000
ALIBABA GROUP HOLDING COM 01609W102 256,319 3,079,280 SH   SOLE   609,950 0 2,469,330
ALLEGIANT TRAVEL CO COM 01748X102 8,288 43,100 SH   SOLE   24,300 0 18,800
ALTERA CORP. COM 021441100 576,883 13,444,028 SH   SOLE   4,689,871 0 8,754,157
AMAZON.COM INC COM 023135106 89,700 241,065 SH   SOLE   0 0 241,065
AMERICAN AIRLINES GROUP COM 02376R102 759,826 14,396,090 SH   SOLE   6,037,930 0 8,358,160
AMERICAN EXPRESS CO. COM 025816109 45,052 576,700 SH   SOLE   77,000 0 499,700
AMGEN INC. COM 031162100 5,033,358 31,488,010 SH   SOLE   4,444,323 0 27,043,687
ANALOG DEVICES COM 032654105 287,297 4,560,265 SH   SOLE   1,092,055 0 3,468,210
APPLE INC COM 037833100 128,661 1,034,000 SH   SOLE   0 0 1,034,000
APPLIED MATERIALS COM 038222105 128,467 5,694,455 SH   SOLE   1,894,900 0 3,799,555
ARISTA NETWORKS COM 040413106 3,456 49,000 SH   SOLE   14,700 0 34,300
ASCENA RETAIL GROUP COM 04351G101 147,541 10,168,200 SH   SOLE   8,493,000 0 1,675,200
ASML HOLDING NV COM N07059210 350,163 3,465,933 SH   SOLE   540,112 0 2,925,821
AUDIENCE COM 05070J102 15,461 3,405,574 SH   SOLE   2,265,223 0 1,140,351
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 782 19,300 SH   SOLE   8,700 0 10,600
AXCELIS TECHNOLOGIES COM 054540109 29,374 12,342,000 SH   SOLE   11,200,000 0 1,142,000
BED BATH & BEYOND INC. COM 075896100 343,556 4,474,556 SH   SOLE   574,373 0 3,900,183
BIOGEN INC. COM 09062X103 6,991,772 16,558,763 SH   SOLE   1,817,372 0 14,741,391
BIOMARIN PHARMA COM 09061G101 1,000,076 8,025,008 SH   SOLE   1,862,394 0 6,162,614
BLACKBERRY LTD COM 09228F103 571,266 63,971,557 SH   SOLE   34,107,900 0 29,863,657
BOEING CO. COM 097023105 317,997 2,118,850 SH   SOLE   305,500 0 1,813,350
BOOT BARN HOLDINGS COM 099406100 323 13,500 SH   SOLE   13,500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 824,440 46,447,349 SH   SOLE   3,479,520 0 42,967,829
BOULDER BRANDS INC. COM 101405108 57,645 6,048,779 SH   SOLE   5,013,379 0 1,035,400
BROADCOM CORP COM 111320107 149,511 3,453,700 SH   SOLE   575,000 0 2,878,700
BROCADE COMM SYS COM 111621306 10,674 900,000 SH   SOLE   0 0 900,000
CABOT CORP COM 127055101 7,875 175,000 SH   SOLE   0 0 175,000
CABOT OIL & GAS CORP COM 127097103 77,227 2,615,200 SH   SOLE   520,400 0 2,094,800
CAMERON INTL CORP. COM 13342B105 28,435 630,200 SH   SOLE   330,400 0 299,800
CANADIAN PACIFIC RAILWAY COM 13645T100 22,478 123,030 SH   SOLE   3,800 0 119,230
CARDICA INC COM 14141R101 3,789 6,013,500 SH   SOLE   5,315,500 0 698,000
CARMAX INC. COM 143130102 929,115 13,463,486 SH   SOLE   4,413,016 0 9,050,470
CARNIVAL CORP COM 143658300 1,136,779 23,762,110 SH   SOLE   6,987,067 0 16,775,043
CARTER'S COM 146229109 2,346 25,370 SH   SOLE   0 0 25,370
CATERPILLAR INC DEL COM 149123101 472,722 5,906,810 SH   SOLE   874,039 0 5,032,771
CELANESE CORP COM 150870103 55,977 1,002,100 SH   SOLE   340,000 0 662,100
CEPHEID COM 15670R107 132,213 2,323,600 SH   SOLE   1,990,800 0 332,800
CERNER CORP COM 156782104 1,465 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 30,441 7,300,000 SH   SOLE   7,300,000 0 0
CH ROBINSON WORLDWIDE COM 12541W209 282,162 3,853,618 SH   SOLE   699,178 0 3,154,440
CHARLES RIVER LAB COM 159864107 128,632 1,622,300 SH   SOLE   790,300 0 832,000
CHEGG INC COM 163092109 30,272 3,807,790 SH   SOLE   3,512,500 0 295,290
CHICAGO BRIDGE & IRON COM 167250109 5,911 120,000 SH   SOLE   0 0 120,000
CHUBB CORP. COM 171232101 447,609 4,427,385 SH   SOLE   470,835 0 3,956,550
CIENA CORP COM 171779309 12,213 632,469 SH   SOLE   19,813 0 612,656
CIRCOR CORP COM 17273K109 22,509 411,500 SH   SOLE   348,500 0 63,000
CISCO SYSTEMS INC COM 17275R102 713,287 25,918,864 SH   SOLE   6,102,075 0 19,816,789
COMERICA COM 200340107 15,091 334,400 SH   SOLE   264,900 0 69,500
COMSCORE COM 20564W105 211,739 4,135,532 SH   SOLE   3,455,360 0 680,172
CONSTELLIUM N.V. COM N22035104 41,292 2,032,100 SH   SOLE   788,000 0 1,244,100
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,749 157,000 SH   SOLE   16,000 0 141,000
CORNING INC COM 219350105 449,696 19,827,850 SH   SOLE   2,526,300 0 17,301,550
CRAY INC COM 225223304 52,638 1,874,575 SH   SOLE   1,176,950 0 697,625
CREE INC. COM 225447101 359,737 10,136,291 SH   SOLE   4,299,931 0 5,836,360
CROWN HOLDINGS INC. COM 228368106 5,634 104,300 SH   SOLE   2,700 0 101,600
CSX CORP. COM 126408103 143,013 4,318,025 SH   SOLE   668,250 0 3,649,775
CURTISS WRIGHT COM 231561101 137,844 1,864,274 SH   SOLE   1,224,074 0 640,200
CVS HEALTH CORP COM 126650100 340,994 3,303,890 SH   SOLE   571,530 0 2,732,360
DEERE & CO COM 244199105 233,845 2,666,719 SH   SOLE   416,619 0 2,250,100
DELTA AIR LINES DEL COM 247361702 848,709 18,876,990 SH   SOLE   6,021,810 0 12,855,180
DESCARTES SYS GRP INC COM 249906108 74,881 4,972,190 SH   SOLE   294,290 0 4,677,900
DIEBOLD COM 253651103 19,929 562,000 SH   SOLE   485,000 0 77,000
DIRECTV COM STK COM 25490A309 1,183,228 13,903,973 SH   SOLE   1,178,974 0 12,724,999
DISCOVER FIN SVCS COM 254709108 116,802 2,072,800 SH   SOLE   656,500 0 1,416,300
DISNEY WALT CO. COM 254687106 839,385 8,002,526 SH   SOLE   741,327 0 7,261,199
DOW CHEMICAL CO. COM 260543103 81,379 1,696,100 SH   SOLE   765,650 0 930,450
DREAM WORKS ANIMATION COM 26153C103 280,628 11,596,200 SH   SOLE   8,457,500 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 34,477 482,400 SH   SOLE   188,200 0 294,200
DYAX CORP. COM 26746E103 178,100 10,632,860 SH   SOLE   7,744,720 0 2,888,140
E TRADE FINANCIAL COM 269246401 71,560 2,505,600 SH   SOLE   2,121,700 0 383,900
EBAY INC. COM 278642103 363,863 6,308,300 SH   SOLE   2,400,500 0 3,907,800
EDWARDS LIFE COM 28176E108 39,889 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 167,241 2,843,750 SH   SOLE   767,875 0 2,075,875
ELLIE MAE COM 28849P100 217,216 3,927,245 SH   SOLE   3,553,800 0 373,445
EMC CORP/MASS COM 268648102 923,768 36,141,139 SH   SOLE   6,867,306 0 29,273,833
ENCANA CORP. COM 292505104 15,443 1,385,000 SH   SOLE   0 0 1,385,000
ENSCO PLC COM G3157S106 3,020 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 71,776 5,242,950 SH   SOLE   523,816 0 4,719,134
EOG RESOURCES INC. COM 26875P101 315,680 3,442,900 SH   SOLE   423,175 0 3,019,725
EPIZYME COM 29428V104 113,123 6,023,605 SH   SOLE   5,530,205 0 493,400
ERICSSON COM 294821608 736,536 58,688,128 SH   SOLE   15,797,350 0 42,890,778
ESTERLINE TECHNOLOGIES COM 297425100 11,262 98,431 SH   SOLE   42,800 0 55,631
EXACT SCIENCE CORP COM 30063p105 55,629 2,526,300 SH   SOLE   2,035,000 0 491,300
EXELON CORP COM 30161N101 5,959 177,300 SH   SOLE   34,700 0 142,600
EXPEDITORS INTL OF WASH COM 302130109 57,378 1,190,900 SH   SOLE   170,000 0 1,020,900
EXXON MOBIL CORP. COM 30231G102 66,828 786,212 SH   SOLE   95,000 0 691,212
F5 NETWORKS INC COM 315616102 177,204 1,541,710 SH   SOLE   856,505 0 685,205
FARO TECHNOLOGIES INC. COM 311642102 105,223 1,693,600 SH   SOLE   1,394,922 0 298,678
FEDEX CORP COM 31428X106 2,513,148 15,189,773 SH   SOLE   1,201,266 0 13,988,507
FEI COMPANY COM 30241L109 76,966 1,008,200 SH   SOLE   377,000 0 631,200
FLEX PHARMA COM 33938A105 6,276 320,200 SH   SOLE   116,500 0 203,700
FLEXTRONICS INTL LTD COM Y2573F102 668,045 52,684,973 SH   SOLE   18,552,740 0 34,132,233
FLUIDIGM CORP. COM 34385P108 156,858 3,725,832 SH   SOLE   2,797,732 0 928,100
FORMFACTOR INC COM 346375108 72,822 8,209,918 SH   SOLE   1,784,718 0 6,425,200
FRANK'S INTERNATIONAL COM N33462107 20,860 1,115,500 SH   SOLE   289,400 0 826,100
GILDAN ACTIVEWEAR COM 375916103 109,699 3,716,100 SH   SOLE   1,070,100 0 2,646,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 212,195 4,597,935 SH   SOLE   493,535 0 4,104,400
GOOGLE CLASS A COM 38259P508 1,492,955 2,691,463 SH   SOLE   432,210 0 2,259,253
GOOGLE CLASS C COM 38259P706 1,471,378 2,684,996 SH   SOLE   429,260 0 2,255,736
GREIF CL A COM 397624107 7,673 195,400 SH   SOLE   70,000 0 125,400
GREIF CL B COM 397624206 3,156 68,968 SH   SOLE   31,968 0 37,000
GUIDANCE SOFTWARE COM 401692108 24,084 4,451,707 SH   SOLE   2,867,515 0 1,584,192
HAWAIIAN HOLDINGS INC. COM 419879101 15,964 725,000 SH   SOLE   600,000 0 125,000
HERTZ GLOBAL HLDS COM 42805T105 87,596 4,040,400 SH   SOLE   627,800 0 3,412,600
HEWLETT-PACKARD CO. COM 428236103 1,187,389 38,106,205 SH   SOLE   6,484,445 0 31,621,760
HONEYWELL INTL. INC. COM 438516106 771,238 7,393,707 SH   SOLE   730,257 0 6,663,450
IDEX CORP COM 45167R104 108,945 1,436,700 SH   SOLE   397,440 0 1,039,260
ILLUMINA INC COM 452327109 416,202 2,241,987 SH   SOLE   664,070 0 1,577,917
IMMUNOGEN COM 45253H101 112,852 12,609,150 SH   SOLE   10,320,671 0 2,288,479
INSULET CORP. COM 45784P101 94,435 2,831,635 SH   SOLE   2,490,735 0 340,900
INTEL CORP COM 458140100 1,010,983 32,330,768 SH   SOLE   6,268,075 0 26,062,693
INTUIT INC COM 461202103 932,462 9,616,980 SH   SOLE   1,020,205 0 8,596,775
JABIL CIRCUIT COM 466313103 91,861 3,929,025 SH   SOLE   1,809,650 0 2,119,375
JACOBS ENGR GROUP DEL COM 469814107 324,036 7,175,280 SH   SOLE   2,931,194 0 4,244,086
JET BLUE AIRWAYS COM 477143101 420,804 21,859,939 SH   SOLE   10,172,576 0 11,687,363
JOHNSON & JOHNSON COM 478160104 1,193,003 11,858,877 SH   SOLE   2,269,387 0 9,589,490
JPMORGAN CHASE & CO. COM 46625H100 151,674 2,503,701 SH   SOLE   833,310 0 1,670,391
KALOBIOS PHARMA COM 48344T100 2,133 4,352,300 SH   SOLE   1,893,800 0 2,458,500
KELLOGG CO. COM 487836108 4,616 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 201,980 5,436,875 SH   SOLE   3,317,927 0 2,118,948
KIRBY CORP. COM 497266106 53,366 711,074 SH   SOLE   482,724 0 228,350
KLA-TENCOR CORP. COM 482480100 537,793 9,226,161 SH   SOLE   2,012,418 0 7,213,743
L BRANDS INC. COM 501797104 1,994,682 21,154,760 SH   SOLE   4,724,318 0 16,430,442
LAS VEGAS SANDS CORP. COM 517834107 41,280 750,000 SH   SOLE   0 0 750,000
LILLY ELI & CO COM 532457108 4,318,962 59,448,894 SH   SOLE   10,729,032 0 48,719,862
LYONDELLBASELL INDUSTRIES COM N53745100 7,402 84,300 SH   SOLE   25,000 0 59,300
MARKETAXESS HLDGS INC. COM 57060D108 83,184 1,003,420 SH   SOLE   912,220 0 91,200
MARRONE BIO INNOVATIONS COM 57165B106 12,547 3,242,100 SH   SOLE   2,442,900 0 799,200
MARSH & MCLENNAN COS. COM 571748102 1,148,559 20,477,064 SH   SOLE   2,954,455 0 17,522,609
MASTERCARD INC CL A COM 57636Q104 82,308 952,750 SH   SOLE   49,000 0 903,750
MATSON INC. COM 57686G105 11,710 277,761 SH   SOLE   199,761 0 78,000
MEDTRONIC PLC COM G5960L103 1,368,352 17,545,221 SH   SOLE   2,204,560 0 15,340,661
MERCK & COMPANY COM 58933Y105 79,610 1,385,000 SH   SOLE   1,385,000 0 0
MERCURY GENERAL CORP COM 589400100 16,262 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 950,926 35,050,735 SH   SOLE   6,787,886 0 28,262,849
MICROSOFT CORP. COM 594918104 2,557,040 62,903,823 SH   SOLE   8,927,038 0 53,976,785
MOBILEYE N.V. COM N51488117 13,897 330,650 SH   SOLE   46,419 0 284,231
MOMENTA PHARMACEUTICALS COM 60877T100 40,966 2,695,100 SH   SOLE   2,328,283 0 366,817
MONSANTO CO. COM 61166W101 1,409,269 12,522,382 SH   SOLE   1,581,813 0 10,940,569
MOTOROLA SOLUTIONS INC COM 620076307 3,860 57,900 SH   SOLE   0 0 57,900
NATIONAL OILWELL VARCO COM 637071101 88,870 1,777,750 SH   SOLE   387,705 0 1,390,045
NCI BUILDING SYSTEMS COM 628852204 8,554 495,000 SH   SOLE   430,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 215,078 19,552,586 SH   SOLE   17,244,186 0 2,308,400
NETAPP INC. COM 64110D104 1,103,841 31,129,187 SH   SOLE   8,408,958 0 22,720,229
NEUSTAR COM 64126X201 200,689 8,151,446 SH   SOLE   5,417,903 0 2,733,543
NEWELL RUBBERMAID INC COM 651229106 10,278 263,060 SH   SOLE   60,000 0 203,060
NIMBLE STORAGE COM 65440R101 4,522 202,700 SH   SOLE   202,700 0 0
NN INC COM 629337106 17,987 717,200 SH   SOLE   531,500 0 185,700
NOBLE ENERGY INC. COM 655044105 161,717 3,307,100 SH   SOLE   0 0 3,307,100
NORFOLK SOUTHERN COM 655844108 102,517 996,080 SH   SOLE   350,525 0 645,555
NORWEGIAN CRUISE LINES COM G66721104 181,997 3,369,700 SH   SOLE   2,145,400 0 1,224,300
NOVADAQ TECHNOLOGIES INC. COM 66987G102 17,622 1,085,082 SH   SOLE   1,085,082 0 0
NOVARTIS AG ADR COM 66987V109 2,186,836 22,176,613 SH   SOLE   2,457,243 0 19,719,370
NUANCE COMMUNICATIONS COM 67020Y100 228,122 15,896,992 SH   SOLE   8,369,984 0 7,527,008
NUVASIVE INC. COM 670704105 41,437 901,000 SH   SOLE   725,000 0 176,000
NVIDIA CORP. COM 67066G104 689,581 32,962,743 SH   SOLE   6,858,373 0 26,104,370
ONCOMED PHARMACEUTICALS COM 68234X102 5,318 206,293 SH   SOLE   144,100 0 62,193
ORACLE CORP. COM 68389X105 412,052 9,549,300 SH   SOLE   374,300 0 9,175,000
ORASURE TECHNOLOGIES COM 68554V108 13,217 2,020,900 SH   SOLE   1,956,900 0 64,000
PALL CORP COM 696429307 24,596 245,000 SH   SOLE   40,000 0 205,000
PENTAIR PLC COM G7S00T104 138,325 2,199,481 SH   SOLE   194,500 0 2,004,981
PEPSICO INC COM 713448108 43,029 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 177,062 3,462,295 SH   SOLE   1,736,679 0 1,725,616
PETRO BRASIL ADR Pref A COM 71654V101 4,233 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 2,584 430,000 SH   SOLE   0 0 430,000
PHARMACYCLICS INC. COM 716933106 584,600 2,284,039 SH   SOLE   1,351,839 0 932,200
PLANTRONICS INC NEW COM 727493108 260,443 4,918,650 SH   SOLE   0 0 4,918,650
POLYPORE INTERNATIONAL COM 73179V103 347,572 5,901,058 SH   SOLE   4,474,000 0 1,427,058
POST HOLDINGS COM 737446104 562 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 262,169 8,129,264 SH   SOLE   718,679 0 7,410,585
PRAXAIR INC. COM 74005P104 228,407 1,891,729 SH   SOLE   321,929 0 1,569,800
PROGRESSIVE CORP. COM 743315103 252,462 9,281,700 SH   SOLE   2,089,375 0 7,192,325
PUBLIC SVC ENTERPRISE GRP COM 744573106 15,610 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 572,827 22,731,216 SH   SOLE   10,864,651 0 11,866,565
QUALCOMM INCORP. COM 747525103 1,071,142 15,447,680 SH   SOLE   3,042,990 0 12,404,690
QUIKSILVER COM 74838C106 10,913 5,899,000 SH   SOLE   5,460,000 0 439,000
RAMBUS INC DEL COM COM 750917106 104,946 8,342,272 SH   SOLE   968,113 0 7,374,159
RANGE RESOURCES COM 75281A109 17,727 340,650 SH   SOLE   268,850 0 71,800
REPUBLIC SVCS INC COM 760759100 15,572 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 9,289 2,497,000 SH   SOLE   1,790,000 0 707,000
RITCHIE BROS AUCTION COM 767744105 196,705 7,887,130 SH   SOLE   2,755,945 0 5,131,185
ROCHE HOLDING AG-CHF COM 007110388 2,826,338 10,253,249 SH   SOLE   1,602,670 0 8,650,579
ROCKWELL AUTOMATION COM 773903109 294,163 2,536,110 SH   SOLE   301,460 0 2,234,650
ROSS STORES INC COM 778296103 852,546 8,091,740 SH   SOLE   1,459,190 0 6,632,550
ROYAL CARIBBEAN COM V7780T103 273,526 3,341,801 SH   SOLE   1,343,701 0 1,998,100
SAFRAN COM 00B058TZ6 110,593 1,583,900 SH   SOLE   157,600 0 1,426,300
SALESFORCE.COM COM 79466L302 21,210 317,460 SH   SOLE   0 0 317,460
SANDISK CORP COM 80004C101 529,720 8,326,315 SH   SOLE   2,551,175 0 5,775,140
SANOFI COM 80105N105 196,421 3,972,907 SH   SOLE   665,300 0 3,307,607
SCHLUMBERGER LTD COM 806857108 483,301 5,792,194 SH   SOLE   773,133 0 5,019,061
SCHWAB CHARLES CORP COM 808513105 1,854,328 60,917,468 SH   SOLE   12,915,405 0 48,002,063
SCHWEITZER-MAUDUIT COM 808541106 22,193 481,200 SH   SOLE   481,200 0 0
SEATTLE GENETICS COM 812578102 418,423 11,836,575 SH   SOLE   8,444,175 0 3,392,400
SERVICESOURCE COM 81763U100 26,768 8,634,700 SH   SOLE   8,378,200 0 256,500
SHAKE SHACK COM 819047101 986 19,700 SH   SOLE   14,700 0 5,000
SHUTTERFLY COM 82568P304 246,149 5,440,955 SH   SOLE   4,588,800 0 852,155
SMART TECHNOLOGIES INC A COM 83172R108 5,788 4,744,346 SH   SOLE   336,042 0 4,408,304
SOLAZYME COM 83415T101 34,010 11,891,709 SH   SOLE   8,999,513 0 2,892,196
SONY CORP ADR NEW COM 835699307 1,226,414 45,795,885 SH   SOLE   18,555,935 0 27,239,950
SOUTHWEST AIRLS CO COM 844741108 3,438,167 77,610,990 SH   SOLE   11,969,538 0 65,641,452
SOUTHWESTERN ENERGY CO COM 845467109 46,976 2,025,686 SH   SOLE   547,600 0 1,478,086
SPIRIT AIRLINES COM 848577102 57,465 742,824 SH   SOLE   470,500 0 272,324
SPRINT CORP. COM 85207U105 78,518 16,565,000 SH   SOLE   15,485,000 0 1,080,000
STRATASYS LTD COM M85548101 34,043 645,000 SH   SOLE   585,000 0 60,000
STRYKER CORP. COM 863667101 27,260 295,500 SH   SOLE   0 0 295,500
SYMANTEC COM 871503108 126,030 5,395,100 SH   SOLE   815,700 0 4,579,400
TEKMIRA PHARMACEUTICALS COM 87911B209 9,579 548,603 SH   SOLE   548,603 0 0
TESLA MOTORS COM 88160R101 237,524 1,258,270 SH   SOLE   357,320 0 900,950
TEXAS INSTRS. INC. COM 882508104 3,283,018 57,410,471 SH   SOLE   7,672,605 0 49,737,866
THE CME GROUP COM 12572Q105 463,146 4,890,150 SH   SOLE   1,657,500 0 3,232,650
THERMO FISHER SCIENTIFIC INC COM 883556102 694,402 5,168,990 SH   SOLE   956,890 0 4,212,100
THOMSON REUTERS CORP COM 884903105 8,112 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 52,608 351,004 SH   SOLE   0 0 351,004
TJX COS INC NEW COM 872540109 878,636 12,542,979 SH   SOLE   661,483 0 11,881,496
TRANSDIGM GROUP COM 893641100 12,620 57,700 SH   SOLE   2,400 0 55,300
TRANSOCEAN LTD COM H8817H100 380,736 25,953,386 SH   SOLE   6,326,240 0 19,627,146
TREX CO COM 89531P105 9,997 183,337 SH   SOLE   148,137 0 35,200
TRIBUNE MEDIA COMPANY COM 896047503 197,916 3,254,665 SH   SOLE   2,010,900 0 1,243,765
TRIBUNE PUBLISHING COM 896082104 73,932 3,810,921 SH   SOLE   3,441,880 0 369,041
TRIMBLE NAVIGATION COM 896239100 347,206 13,778,024 SH   SOLE   4,707,749 0 9,070,275
TUESDAY MORNING CORP. COM 899035505 105,713 6,566,050 SH   SOLE   4,369,500 0 2,196,550
TWITTER INC. COM 90184L102 1,897 37,880 SH   SOLE   8,600 0 29,280
TYSON FOODS COM 902494103 24,320 635,000 SH   SOLE   220,000 0 415,000
UNION PACIFIC CORP. COM 907818108 502,783 4,642,075 SH   SOLE   74,975 0 4,567,100
UNITED CONTL HLDGS INC COM 910047109 1,337,661 19,890,871 SH   SOLE   6,256,570 0 13,634,301
UNITED PARCEL SVC INC. COM 911312106 402,015 4,147,048 SH   SOLE   558,022 0 3,589,026
UNITED TECHNOLOGIES CORP. COM 913017109 141,964 1,211,300 SH   SOLE   56,000 0 1,155,300
UNIVERSAL DISPLAY CORP COM 91347P105 67,590 1,445,771 SH   SOLE   820,696 0 625,075
URBAN OUTFITTERS COM 917047102 118,955 2,605,806 SH   SOLE   1,796,406 0 809,400
US BANCORP DEL COM 902973304 101,378 2,321,450 SH   SOLE   0 0 2,321,450
UTi WORLDWIDE COM G87210103 30,073 2,445,000 SH   SOLE   2,055,000 0 390,000
V F CORP COM 918204108 78,020 1,035,980 SH   SOLE   0 0 1,035,980
VIRGIN AMERICA COM 92765X208 1,326 43,607 SH   SOLE   0 0 43,607
VISA COM 92826C839 762,040 11,650,208 SH   SOLE   2,735,256 0 8,914,952
VMWARE COM 928563402 111,628 1,361,150 SH   SOLE   602,725 0 758,425
WATERS CORP COM 941848103 121,039 973,611 SH   SOLE   304,423 0 669,188
WELLS FARGO & CO. COM 949746101 754,982 13,878,337 SH   SOLE   2,968,837 0 10,909,500
WHIRLPOOL CP COM 963320106 191,836 949,400 SH   SOLE   113,600 0 835,800
WILLIS GROUP HOLDINGS COM G96666105 16,776 348,200 SH   SOLE   348,200 0 0
WORKDAY COM 98138H101 844 10,000 SH   SOLE   0 0 10,000
XENCOR COM 98401F105 45,378 2,962,000 SH   SOLE   1,897,800 0 1,064,200
XENOPORT COM 98411C100 648 91,000 SH   SOLE   74,000 0 17,000
XOOM CORP COM 98419Q101 22,620 1,539,800 SH   SOLE   1,516,000 0 23,800
YAHOO! INC. COM 984332106 102,656 2,310,000 SH   SOLE   779,900 0 1,530,100
ZIMMER HOLDINGS INC. COM 98956P102 63,967 544,304 SH   SOLE   70,004 0 474,300