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 392 90,000 SH   SOLE   90,000 0 0
ABAXIS COM 002567105 114,922 2,022,200 SH   SOLE   1,834,200 0 188,000
ABBOTT LABORATORIES COM 002824100 794,067 17,638,084 SH   SOLE   5,198,409 0 12,439,675
ABBVIE INC. COM 00287Y109 430,522 6,578,886 SH   SOLE   1,600,581 0 4,978,305
ABIOMED INC. COM 003654100 216,470 5,687,590 SH   SOLE   4,568,973 0 1,118,617
ACCENTURE PLC COM G1151C101 933 10,450 SH   SOLE   0 0 10,450
ACCURAY INC. COM 004397105 65,426 8,665,700 SH   SOLE   7,290,500 0 1,375,200
ACTIVISION BLIZZARD COM 00507V109 186,645 9,262,775 SH   SOLE   1,595,525 0 7,667,250
ADOBE SYS INC COM 00724F101 2,792,419 38,410,166 SH   SOLE   6,042,233 0 32,367,933
AECOM COM 00766T100 134,311 4,422,484 SH   SOLE   1,455,689 0 2,966,795
AFFYMETRIX INC. COM 00826T108 107,978 10,940,040 SH   SOLE   7,518,540 0 3,421,500
AGILENT TECHNOLOGIES COM 00846U101 231,978 5,666,300 SH   SOLE   2,541,730 0 3,124,570
AIRBUS GROUP COM 004012250 816,576 16,323,290 SH   SOLE   2,549,500 0 13,773,790
ALASKA AIRGROUP INC. COM 011659109 430,064 7,196,526 SH   SOLE   867,600 0 6,328,926
ALIBABA GROUP HOLDING COM 01609W102 275,529 2,650,850 SH   SOLE   609,050 0 2,041,800
ALLEGIANT TRAVEL CO COM 01748X102 6,479 43,100 SH   SOLE   24,300 0 18,800
ALTERA CORP. COM 021441100 445,518 12,060,589 SH   SOLE   4,003,732 0 8,056,857
AMAZON.COM INC COM 023135106 68,457 220,580 SH   SOLE   0 0 220,580
AMERICAN AIRLINES GROUP COM 02376R102 615,166 11,470,550 SH   SOLE   5,200,520 0 6,270,030
AMERICAN EXPRESS CO. COM 025816109 55,982 601,700 SH   SOLE   77,000 0 524,700
AMGEN INC. COM 031162100 5,035,775 31,613,880 SH   SOLE   4,475,653 0 27,138,227
ANALOG DEVICES COM 032654105 251,659 4,532,755 SH   SOLE   1,078,125 0 3,454,630
APPLE INC COM 037833100 115,132 1,043,050 SH   SOLE   0 0 1,043,050
APPLIED MATERIALS COM 038222105 141,679 5,685,355 SH   SOLE   1,885,800 0 3,799,555
ARISTA NETWORKS COM 040413106 2,552 42,000 SH   SOLE   7,700 0 34,300
ASCENA RETAIL GROUP COM 04351G101 96,841 7,710,300 SH   SOLE   6,035,100 0 1,675,200
ASML HOLDING NV COM N07059210 373,807 3,466,633 SH   SOLE   540,812 0 2,925,821
AUDIENCE COM 05070J102 14,985 3,405,574 SH   SOLE   2,265,223 0 1,140,351
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 2,052 38,000 SH   SOLE   8,700 0 29,300
AXCELIS TECHNOLOGIES COM 054540109 31,596 12,342,000 SH   SOLE   11,200,000 0 1,142,000
BED BATH & BEYOND INC. COM 075896100 340,842 4,474,756 SH   SOLE   575,773 0 3,898,983
BIOGEN IDEC COM 09062X103 5,828,592 17,170,693 SH   SOLE   1,833,832 0 15,336,861
BIOMARIN PHARMA COM 09061G101 724,693 8,016,518 SH   SOLE   1,853,694 0 6,162,824
BLACKBERRY LTD COM 09228F103 664,028 60,476,157 SH   SOLE   30,879,900 0 29,596,257
BOEING CO. COM 097023105 306,876 2,360,950 SH   SOLE   322,100 0 2,038,850
BOSTON SCIENTIFIC CORP COM 101137107 622,185 46,957,349 SH   SOLE   3,705,320 0 43,252,029
BOULDER BRANDS INC. COM 101405108 53,074 4,798,779 SH   SOLE   3,763,379 0 1,035,400
BROADCOM CORP COM 111320107 112,012 2,585,100 SH   SOLE   270,000 0 2,315,100
BROCADE COMM SYS COM 111621306 11,840 1,000,000 SH   SOLE   0 0 1,000,000
CABOT CORP COM 127055101 13,158 300,000 SH   SOLE   0 0 300,000
CABOT OIL & GAS CORP COM 127097103 77,436 2,615,200 SH   SOLE   520,400 0 2,094,800
CAMERON INTL CORP. COM 13342B105 65,999 1,321,300 SH   SOLE   435,000 0 886,300
CANADIAN PACIFIC RAILWAY COM 13645T100 79,066 410,330 SH   SOLE   3,800 0 406,530
CARDICA INC COM 14141R101 4,209 6,013,500 SH   SOLE   5,315,500 0 698,000
CARMAX INC. COM 143130102 881,290 13,236,551 SH   SOLE   4,427,741 0 8,808,810
CARNIVAL CORP COM 143658300 1,047,826 23,115,518 SH   SOLE   6,700,100 0 16,415,418
CARTER'S COM 146229109 1,517 17,370 SH   SOLE   0 0 17,370
CATERPILLAR INC DEL COM 149123101 534,103 5,835,280 SH   SOLE   847,709 0 4,987,571
CELANESE CORP COM 150870103 42,440 707,800 SH   SOLE   320,000 0 387,800
CEPHEID COM 15670R107 125,069 2,310,100 SH   SOLE   1,977,800 0 332,300
CERNER CORP COM 156782104 1,293 20,000 SH   SOLE   0 0 20,000
CH ROBINSON WORLDWIDE COM 12541W209 393,280 5,251,441 SH   SOLE   705,143 0 4,546,298
CHARLES RIVER LAB COM 159864107 107,717 1,692,600 SH   SOLE   789,800 0 902,800
CHEGG INC COM 163092109 19,294 2,792,170 SH   SOLE   2,531,880 0 260,290
CHICAGO BRIDGE & IRON COM 167250109 8,295 197,600 SH   SOLE   0 0 197,600
CHUBB CORP. COM 171232101 455,908 4,406,185 SH   SOLE   469,635 0 3,936,550
CIENA CORP COM 171779309 12,296 633,469 SH   SOLE   20,513 0 612,956
CIRCOR CORP COM 17273K109 46,813 776,595 SH   SOLE   598,340 0 178,255
CISCO SYSTEMS INC COM 17275R102 695,548 25,001,739 SH   SOLE   6,038,500 0 18,963,239
COLFAX COM 194014106 1,960 38,000 SH   SOLE   23,000 0 15,000
COMERICA COM 200340107 41,655 889,300 SH   SOLE   550,800 0 338,500
COMSCORE COM 20564W105 192,709 4,150,532 SH   SOLE   3,470,360 0 680,172
CONSTELLIUM N.V. COM N22035104 33,483 2,037,900 SH   SOLE   793,300 0 1,244,600
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,416 157,000 SH   SOLE   16,000 0 141,000
CORNING INC COM 219350105 454,423 19,817,850 SH   SOLE   2,518,500 0 17,299,350
COSTCO WHOLESALE COM 22160K105 28,853 203,550 SH   SOLE   0 0 203,550
CRAY INC COM 225223304 52,744 1,529,700 SH   SOLE   998,800 0 530,900
CREE INC. COM 225447101 324,313 10,065,591 SH   SOLE   4,246,131 0 5,819,460
CROWN HOLDINGS INC. COM 228368106 5,309 104,300 SH   SOLE   2,700 0 101,600
CSX CORP. COM 126408103 123,461 3,407,700 SH   SOLE   620,800 0 2,786,900
CURTISS WRIGHT COM 231561101 131,712 1,865,874 SH   SOLE   1,224,074 0 641,800
CVS HEALTH CORP COM 126650100 306,933 3,186,930 SH   SOLE   573,100 0 2,613,830
DEERE & CO COM 244199105 195,563 2,210,500 SH   SOLE   135,000 0 2,075,500
DELTA AIR LINES DEL COM 247361702 892,199 18,137,810 SH   SOLE   6,024,630 0 12,113,180
DESCARTES SYS GRP INC COM 249906108 73,728 4,974,890 SH   SOLE   296,990 0 4,677,900
DIEBOLD COM 253651103 18,255 527,000 SH   SOLE   460,000 0 67,000
DIRECTV COM STK COM 25490A309 1,206,350 13,914,073 SH   SOLE   1,192,674 0 12,721,399
DISCOVER FIN SVCS COM 254709108 87,698 1,339,100 SH   SOLE   496,500 0 842,600
DISNEY WALT CO. COM 254687106 775,827 8,236,826 SH   SOLE   743,227 0 7,493,599
DOW CHEMICAL CO. COM 260543103 74,123 1,625,150 SH   SOLE   744,350 0 880,800
DREAM WORKS ANIMATION COM 26153C103 258,948 11,596,400 SH   SOLE   8,457,700 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 46,774 632,600 SH   SOLE   188,300 0 444,300
DYAX CORP. COM 26746E103 152,830 10,869,860 SH   SOLE   7,744,720 0 3,125,140
E TRADE FINANCIAL COM 269246401 7,343 302,800 SH   SOLE   239,700 0 63,100
EBAY INC. COM 278642103 294,467 5,247,100 SH   SOLE   1,844,100 0 3,403,000
EDWARDS LIFE COM 28176E108 35,666 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 241,787 5,143,313 SH   SOLE   1,469,813 0 3,673,500
ELLIE MAE COM 28849P100 153,750 3,813,245 SH   SOLE   3,440,800 0 372,445
EMC CORP/MASS COM 268648102 1,061,020 35,676,539 SH   SOLE   6,754,306 0 28,922,233
ENCANA CORP. COM 292505104 29,786 2,147,500 SH   SOLE   238,300 0 1,909,200
ENSCO PLC COM G3157S106 4,293 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 69,129 5,233,050 SH   SOLE   520,216 0 4,712,834
EOG RESOURCES INC. COM 26875P101 381,842 4,147,300 SH   SOLE   454,350 0 3,692,950
EPIZYME COM 29428V104 77,631 4,114,008 SH   SOLE   3,620,608 0 493,400
ERICSSON COM 294821608 597,833 49,407,726 SH   SOLE   13,814,200 0 35,593,526
ESTERLINE TECHNOLOGIES COM 297425100 10,796 98,431 SH   SOLE   42,800 0 55,631
EXACT SCIENCE CORP COM 30063p105 69,184 2,521,300 SH   SOLE   2,030,000 0 491,300
EXELON CORP COM 30161N101 6,574 177,300 SH   SOLE   34,700 0 142,600
EXPEDITORS INTL OF WASH COM 302130109 54,944 1,231,642 SH   SOLE   170,000 0 1,061,642
EXXON MOBIL CORP. COM 30231G102 72,648 785,812 SH   SOLE   95,000 0 690,812
F5 NETWORKS INC COM 315616102 182,851 1,401,585 SH   SOLE   845,875 0 555,710
FARO TECHNOLOGIES INC. COM 311642102 106,399 1,697,500 SH   SOLE   1,390,222 0 307,278
FEDEX CORP COM 31428X106 2,695,902 15,524,023 SH   SOLE   1,210,566 0 14,313,457
FEI COMPANY COM 30241L109 94,886 1,050,200 SH   SOLE   377,000 0 673,200
FLEXTRONICS INTL LTD COM Y2573F102 588,233 52,614,773 SH   SOLE   18,513,840 0 34,100,933
FLUIDIGM CORP. COM 34385P108 125,706 3,726,832 SH   SOLE   2,797,732 0 929,100
FORMFACTOR INC COM 346375108 70,536 8,201,918 SH   SOLE   1,774,718 0 6,427,200
FOUNDATION MEDICINE INC COM 350465100 238 10,700 SH   SOLE   3,400 0 7,300
FRANK'S INTERNATIONAL COM N33462107 18,571 1,116,700 SH   SOLE   289,400 0 827,300
GILDAN ACTIVEWEAR COM 375916103 99,819 1,765,150 SH   SOLE   535,050 0 1,230,100
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 208,282 4,873,235 SH   SOLE   670,535 0 4,202,700
GOOGLE CLASS A COM 38259P508 1,400,369 2,638,920 SH   SOLE   423,817 0 2,215,103
GOOGLE CLASS C COM 38259P706 1,387,645 2,636,103 SH   SOLE   421,817 0 2,214,286
GREIF CL A COM 397624107 9,229 195,400 SH   SOLE   70,000 0 125,400
GREIF CL B COM 397624206 3,672 74,551 SH   SOLE   37,551 0 37,000
GUIDANCE SOFTWARE COM 401692108 28,610 3,946,244 SH   SOLE   2,365,686 0 1,580,558
HAWAIIAN HOLDINGS INC. COM 419879101 8,727 335,000 SH   SOLE   265,000 0 70,000
HERTZ GLOBAL HLDS COM 42805T105 47,441 1,902,200 SH   SOLE   622,800 0 1,279,400
HEWLETT-PACKARD CO. COM 428236103 1,488,807 37,099,605 SH   SOLE   6,000,370 0 31,099,235
HONEYWELL INTL. INC. COM 438516106 760,258 7,608,667 SH   SOLE   738,397 0 6,870,270
IDEX CORP COM 45167R104 111,579 1,433,440 SH   SOLE   396,150 0 1,037,290
ILLUMINA INC COM 452327109 413,800 2,241,847 SH   SOLE   663,720 0 1,578,127
IMMUNOGEN COM 45253H101 73,975 12,127,073 SH   SOLE   9,833,594 0 2,293,479
INSULET CORP. COM 45784P101 90,943 1,974,456 SH   SOLE   1,651,056 0 323,400
INTEL CORP COM 458140100 1,170,475 32,253,368 SH   SOLE   6,194,175 0 26,059,193
INTUIT INC COM 461202103 993,039 10,771,655 SH   SOLE   1,051,155 0 9,720,500
JABIL CIRCUIT COM 466313103 85,290 3,907,000 SH   SOLE   1,801,400 0 2,105,600
JACOBS ENGR GROUP DEL COM 469814107 311,691 6,974,505 SH   SOLE   2,841,994 0 4,132,511
JET BLUE AIRWAYS COM 477143101 347,522 21,911,839 SH   SOLE   10,199,076 0 11,712,763
JOHNSON & JOHNSON COM 478160104 1,269,839 12,143,433 SH   SOLE   2,319,227 0 9,824,206
KALOBIOS PHARMA COM 48344T100 7,743 4,475,700 SH   SOLE   2,017,200 0 2,458,500
KELLOGG CO. COM 487836108 4,581 70,000 SH   SOLE   70,000 0 0
KEYSIGHT TECHNOLOGIES COM 49338L103 175,091 5,184,812 SH   SOLE   3,222,072 0 1,962,740
KIRBY CORP. COM 497266106 57,480 711,913 SH   SOLE   483,013 0 228,900
KLA-TENCOR CORP. COM 482480100 629,860 8,957,051 SH   SOLE   1,873,208 0 7,083,843
L BRANDS INC. COM 501797104 1,781,299 20,581,150 SH   SOLE   4,742,258 0 15,838,892
LAS VEGAS SANDS CORP. COM 517834107 45,074 775,000 SH   SOLE   0 0 775,000
LILLY ELI & CO COM 532457108 3,973,320 57,592,701 SH   SOLE   9,139,372 0 48,453,329
LUMINEX CORP COM 55027E102 35,733 1,904,718 SH   SOLE   1,083,893 0 820,825
LYONDELLBASELL INDUSTRIES COM N53745100 14,624 184,200 SH   SOLE   50,000 0 134,200
MARKETAXESS HLDGS INC. COM 57060D108 71,955 1,003,420 SH   SOLE   912,220 0 91,200
MARRONE BIO INNOVATIONS COM 57165B106 11,704 3,242,100 SH   SOLE   2,442,900 0 799,200
MARSH & MCLENNAN COS. COM 571748102 1,173,034 20,493,264 SH   SOLE   2,973,155 0 17,520,109
MASTERCARD INC CL A COM 57636Q104 69,596 807,750 SH   SOLE   49,000 0 758,750
MATSON INC. COM 57686G105 9,588 277,761 SH   SOLE   199,761 0 78,000
MEDTRONIC INC COM 585055106 1,341,344 18,578,166 SH   SOLE   2,330,550 0 16,247,616
MERCK & COMPANY COM 58933Y105 39,753 700,000 SH   SOLE   700,000 0 0
MERCURY GENERAL CORP COM 589400100 15,958 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 1,221,924 34,902,135 SH   SOLE   6,819,486 0 28,082,649
MICROSOFT CORP. COM 594918104 2,951,093 63,532,691 SH   SOLE   8,928,186 0 54,604,505
MOBILEYE N.V. COM N51488117 13,411 330,650 SH   SOLE   46,419 0 284,231
MOMENTA PHARMACEUTICALS COM 60877T100 32,154 2,670,600 SH   SOLE   2,304,283 0 366,317
MONSANTO CO. COM 61166W101 1,496,594 12,526,947 SH   SOLE   1,589,578 0 10,937,369
MOTOROLA SOLUTIONS INC COM 620076307 3,884 57,900 SH   SOLE   0 0 57,900
NATIONAL OILWELL VARCO COM 637071101 118,429 1,807,250 SH   SOLE   390,805 0 1,416,445
NCI BUILDING SYSTEMS COM 628852204 8,334 450,000 SH   SOLE   395,000 0 55,000
NEKTAR THERAPEUTICS COM 640268108 282,500 18,225,786 SH   SOLE   15,991,886 0 2,233,900
NETAPP INC. COM 64110D104 656,484 15,837,983 SH   SOLE   5,356,583 0 10,481,400
NEUSTAR COM 64126X201 187,842 6,756,896 SH   SOLE   4,095,353 0 2,661,543
NEWELL RUBBERMAID INC COM 651229106 6,211 163,060 SH   SOLE   60,000 0 103,060
NIMBLE STORAGE COM 65440R101 910 33,100 SH   SOLE   24,500 0 8,600
NN INC COM 629337106 10,436 507,600 SH   SOLE   332,300 0 175,300
NOBLE CORP COM G65431101 1,657 100,000 SH   SOLE   0 0 100,000
NOBLE ENERGY INC. COM 655044105 216,454 4,563,648 SH   SOLE   208,650 0 4,354,998
NORFOLK SOUTHERN COM 655844108 95,487 871,150 SH   SOLE   360,420 0 510,730
NORWEGIAN CRUISE LINES COM G66721104 109,671 2,345,400 SH   SOLE   1,935,700 0 409,700
NOVADAQ TECHNOLOGIES INC. COM 66987G102 12,633 760,082 SH   SOLE   760,082 0 0
NOVARTIS AG ADR COM 66987V109 2,054,150 22,168,678 SH   SOLE   2,448,208 0 19,720,470
NUANCE COMMUNICATIONS COM 67020Y100 222,400 15,585,142 SH   SOLE   8,260,509 0 7,324,633
NUVASIVE INC. COM 670704105 42,529 901,800 SH   SOLE   725,000 0 176,800
NVIDIA CORP. COM 67066G104 670,691 33,450,918 SH   SOLE   6,845,373 0 26,605,545
OCEANEERING INTL INC COM 675232102 5,881 100,000 SH   SOLE   0 0 100,000
ONCOMED PHARMACEUTICALS COM 68234X102 4,752 218,400 SH   SOLE   144,100 0 74,300
ORACLE CORP. COM 68389X105 441,538 9,818,500 SH   SOLE   368,300 0 9,450,200
ORASURE TECHNOLOGIES COM 68554V108 20,512 2,022,900 SH   SOLE   1,956,900 0 66,000
PALL CORP COM 696429307 24,796 245,000 SH   SOLE   40,000 0 205,000
PENTAIR PLC COM G7S00T104 139,202 2,095,781 SH   SOLE   152,500 0 1,943,281
PEPSICO INC COM 713448108 42,552 450,000 SH   SOLE   150,000 0 300,000
PERKIN ELMER COM 714046109 142,572 3,260,285 SH   SOLE   1,577,205 0 1,683,080
PETRO BRASIL ADR Pref A COM 71654V101 5,268 695,000 SH   SOLE   0 0 695,000
PETROLEO BRASILEIRO ADR COM 71654V408 3,139 430,000 SH   SOLE   0 0 430,000
PHARMACYCLICS INC. COM 716933106 282,486 2,310,539 SH   SOLE   1,352,339 0 958,200
PLANTRONICS INC NEW COM 727493108 260,649 4,916,050 SH   SOLE   0 0 4,916,050
POLYPORE INTERNATIONAL COM 73179V103 289,804 6,159,500 SH   SOLE   4,513,200 0 1,646,300
POST HOLDINGS COM 737446104 503 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 287,262 8,133,114 SH   SOLE   722,129 0 7,410,985
PRAXAIR INC. COM 74005P104 245,092 1,891,729 SH   SOLE   321,929 0 1,569,800
PROGRESSIVE CORP. COM 743315103 202,820 7,514,625 SH   SOLE   1,706,425 0 5,808,200
PUBLIC SVC ENTERPRISE GRP COM 744573106 15,420 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 522,784 22,284,066 SH   SOLE   10,561,151 0 11,722,915
QUALCOMM INCORP. COM 747525103 1,061,004 14,274,235 SH   SOLE   2,426,195 0 11,848,040
QUIKSILVER COM 74838C106 12,926 5,849,000 SH   SOLE   5,460,000 0 389,000
RAMBUS INC DEL COM COM 750917106 92,739 8,362,372 SH   SOLE   986,913 0 7,375,459
RANGE RESOURCES COM 75281A109 18,109 338,800 SH   SOLE   267,000 0 71,800
REPUBLIC SVCS INC COM 760759100 15,453 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 12,429 2,437,000 SH   SOLE   1,760,000 0 677,000
RITCHIE BROS AUCTION COM 767744105 208,600 7,757,530 SH   SOLE   2,626,345 0 5,131,185
ROCHE HOLDING AG-CHF COM 007110388 2,823,178 10,400,467 SH   SOLE   1,567,456 0 8,833,011
ROCKWELL AUTOMATION COM 773903109 313,288 2,817,339 SH   SOLE   357,879 0 2,459,460
ROSS STORES INC COM 778296103 762,044 8,084,490 SH   SOLE   1,464,390 0 6,620,100
ROYAL CARIBBEAN COM V7780T103 227,746 2,762,901 SH   SOLE   1,208,101 0 1,554,800
SAFRAN COM 00B058TZ6 67,893 1,095,000 SH   SOLE   155,000 0 940,000
SALESFORCE.COM COM 79466L302 12,109 204,160 SH   SOLE   0 0 204,160
SANDISK CORP COM 80004C101 809,463 8,261,510 SH   SOLE   2,512,450 0 5,749,060
SANOFI COM 80105N105 195,540 4,287,207 SH   SOLE   641,550 0 3,645,657
SCHLUMBERGER LTD COM 806857108 494,832 5,793,608 SH   SOLE   776,447 0 5,017,161
SCHWAB CHARLES CORP COM 808513105 1,862,749 61,700,850 SH   SOLE   13,211,445 0 48,489,405
SCHWEITZER-MAUDUIT COM 808541106 21,158 500,200 SH   SOLE   481,200 0 19,000
SEATTLE GENETICS COM 812578102 359,151 11,178,050 SH   SOLE   7,823,100 0 3,354,950
SERVICESOURCE COM 81763U100 40,410 8,634,700 SH   SOLE   8,378,200 0 256,500
SHUTTERFLY COM 82568P304 192,310 4,612,855 SH   SOLE   3,868,900 0 743,955
SMART TECHNOLOGIES INC A COM 83172R108 5,598 4,744,346 SH   SOLE   336,042 0 4,408,304
SOLAZYME COM 83415T101 30,683 11,892,709 SH   SOLE   8,999,513 0 2,893,196
SONY CORP ADR NEW COM 835699307 926,092 45,241,435 SH   SOLE   18,005,685 0 27,235,750
SOUTHWEST AIRLS CO COM 844741108 3,302,745 78,042,174 SH   SOLE   12,042,222 0 65,999,952
SOUTHWESTERN ENERGY CO COM 845467109 66,123 2,422,986 SH   SOLE   569,600 0 1,853,386
SPIRIT AIRLINES COM 848577102 56,143 742,824 SH   SOLE   470,500 0 272,324
SPRINT CORP. COM 85207U105 55,921 13,475,000 SH   SOLE   12,485,000 0 990,000
STRATASYS LTD COM M85548101 53,905 648,600 SH   SOLE   585,000 0 63,600
STRYKER CORP. COM 863667101 28,723 304,500 SH   SOLE   0 0 304,500
SYMANTEC COM 871503108 149,239 5,816,000 SH   SOLE   816,200 0 4,999,800
TESLA MOTORS COM 88160R101 281,168 1,264,190 SH   SOLE   358,240 0 905,950
TEXAS INSTRS. INC. COM 882508104 3,071,105 57,436,034 SH   SOLE   7,709,048 0 49,726,986
THE CME GROUP COM 12572Q105 491,631 5,545,750 SH   SOLE   2,097,200 0 3,448,550
THERMO FISHER SCIENTIFIC INC COM 883556102 562,188 4,487,090 SH   SOLE   875,190 0 3,611,900
THOMSON REUTERS CORP COM 884903105 8,068 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 52,880 347,760 SH   SOLE   0 0 347,760
TJX COS INC NEW COM 872540109 860,026 12,540,479 SH   SOLE   661,283 0 11,879,196
TRANSDIGM GROUP COM 893641100 8,875 45,200 SH   SOLE   2,400 0 42,800
TRANSOCEAN LTD COM H8817H100 541,752 29,555,486 SH   SOLE   7,366,482 0 22,189,004
TREX CO COM 89531P105 7,806 183,337 SH   SOLE   148,137 0 35,200
TRIBUNE MEDIA COMPANY COM 896047503 194,316 3,251,065 SH   SOLE   2,007,300 0 1,243,765
TRIBUNE PUBLISHING COM 896082104 85,017 3,712,521 SH   SOLE   3,343,480 0 369,041
TRIMBLE NAVIGATION COM 896239100 365,498 13,771,574 SH   SOLE   4,699,849 0 9,071,725
TUESDAY MORNING CORP. COM 899035505 142,234 6,554,550 SH   SOLE   4,363,500 0 2,191,050
TWITTER INC. COM 90184L102 896 24,980 SH   SOLE   4,700 0 20,280
TYSON FOODS COM 902494103 2,405 60,000 SH   SOLE   50,000 0 10,000
UNION PACIFIC CORP. COM 907818108 536,305 4,501,850 SH   SOLE   77,975 0 4,423,875
UNITED CONTL HLDGS INC COM 910047109 1,258,357 18,812,329 SH   SOLE   6,221,745 0 12,590,584
UNITED PARCEL SVC INC. COM 911312106 461,205 4,148,648 SH   SOLE   560,922 0 3,587,726
UNITED TECHNOLOGIES CORP. COM 913017109 139,219 1,210,600 SH   SOLE   56,000 0 1,154,600
UNIVERSAL DISPLAY CORP COM 91347P105 36,777 1,325,311 SH   SOLE   773,811 0 551,500
URBAN OUTFITTERS COM 917047102 95,585 2,720,906 SH   SOLE   1,808,206 0 912,700
US BANCORP DEL COM 902973304 67,072 1,492,150 SH   SOLE   0 0 1,492,150
UTi WORLDWIDE COM G87210103 27,815 2,304,500 SH   SOLE   1,970,000 0 334,500
V F CORP COM 918204108 77,595 1,035,980 SH   SOLE   0 0 1,035,980
VERISIGN INC. COM 92343E102 678 11,900 SH   SOLE   11,900 0 0
VISA COM 92826C839 770,323 2,937,922 SH   SOLE   688,709 0 2,249,213
VMWARE COM 928563402 81,026 981,900 SH   SOLE   450,725 0 531,175
WATERS CORP COM 941848103 109,985 975,734 SH   SOLE   306,116 0 669,618
WELLS FARGO & CO. COM 949746101 743,828 13,568,552 SH   SOLE   2,695,867 0 10,872,685
WHIRLPOOL CP COM 963320106 261,604 1,350,286 SH   SOLE   210,286 0 1,140,000
WILLIS GROUP HOLDINGS COM G96666105 91,218 2,035,659 SH   SOLE   886,300 0 1,149,359
WORKDAY COM 98138H101 818 10,025 SH   SOLE   0 0 10,025
XENCOR COM 98401F105 25,385 1,582,600 SH   SOLE   522,168 0 1,060,432
XENOPORT COM 98411C100 798 91,000 SH   SOLE   74,000 0 17,000
XILINX INC COM 983919101 34,488 796,669 SH   SOLE   220,000 0 576,669
XOOM CORP COM 98419Q101 28,328 1,617,800 SH   SOLE   1,574,000 0 43,800
YAHOO! INC. COM 984332106 40,751 806,800 SH   SOLE   24,800 0 782,000
ZIMMER HOLDINGS INC. COM 98956P102 50,665 446,704 SH   SOLE   70,404 0 376,300