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
ABAXIS COM 002567105 100,061 1,973,200 SH   SOLE   1,797,200 0 176,000
ABBOTT LABORATORIES COM 002824100 710,742 17,089,257 SH   SOLE   5,158,182 0 11,931,075
ABBVIE INC. COM 00287Y109 372,831 6,454,836 SH   SOLE   1,585,531 0 4,869,305
ABIOMED INC. COM 003654100 140,662 5,664,990 SH   SOLE   4,546,973 0 1,118,017
ACCENTURE PLC COM G1151C101 202,987 2,496,150 SH   SOLE   57,850 0 2,438,300
ACCURAY INC. COM 004397105 62,913 8,665,700 SH   SOLE   7,290,500 0 1,375,200
ACTIVISION BLIZZARD COM 00507V109 133,251 6,409,400 SH   SOLE   750,800 0 5,658,600
ADOBE SYS INC COM 00724F101 2,664,973 38,516,738 SH   SOLE   6,168,505 0 32,348,233
AECOM TECHNOLOGY CORP COM 00766T100 137,922 4,086,564 SH   SOLE   1,323,964 0 2,762,600
AFFYMETRIX INC. COM 00826T108 84,263 10,559,240 SH   SOLE   7,137,740 0 3,421,500
AGILENT TECHNOLOGIES COM 00846U101 160,318 2,813,589 SH   SOLE   978,980 0 1,834,609
AIRBUS GROUP COM 004012250 502,917 7,991,990 SH   SOLE   579,300 0 7,412,690
ALASKA AIRGROUP INC. COM 011659109 312,399 7,175,000 SH   SOLE   867,600 0 6,307,400
ALIBABA GROUP HOLDING COM 01609W102 207,287 2,333,000 SH   SOLE   620,400 0 1,712,600
ALLEGIANT TRAVEL CO COM 01748X102 4,711 38,100 SH   SOLE   24,300 0 13,800
ALTERA CORP. COM 021441100 425,010 11,878,421 SH   SOLE   3,915,464 0 7,962,957
AMAZON.COM INC COM 023135106 71,027 220,280 SH   SOLE   0 0 220,280
AMERICAN AIRLINES GROUP COM 02376R102 348,318 9,817,310 SH   SOLE   4,999,830 0 4,817,480
AMERICAN EXPRESS CO. COM 025816109 64,692 739,000 SH   SOLE   122,000 0 617,000
AMGEN INC. COM 031162100 4,465,767 31,793,873 SH   SOLE   4,620,963 0 27,172,910
ANALOG DEVICES COM 032654105 218,215 4,409,265 SH   SOLE   958,135 0 3,451,130
APPLE INC COM 037833100 104,976 1,041,950 SH   SOLE   0 0 1,041,950
APPLIED MATERIALS COM 038222105 128,576 5,949,855 SH   SOLE   2,150,300 0 3,799,555
ARISTA NETWORKS COM 040413106 3,710 42,000 SH   SOLE   7,700 0 34,300
ASCENA RETAIL GROUP COM 04351G101 107,202 8,060,300 SH   SOLE   6,035,100 0 2,025,200
ASML HOLDING NV COM N07059210 346,120 3,502,533 SH   SOLE   546,412 0 2,956,121
AUDIENCE COM 05070J102 25,201 3,405,574 SH   SOLE   2,265,223 0 1,140,351
AVALANCHE BIOTECHNOLOGIES INC. COM 05337G107 1,569 45,900 SH   SOLE   11,700 0 34,200
AXCELIS TECHNOLOGIES COM 054540109 23,164 11,640,000 SH   SOLE   10,525,000 0 1,115,000
BED BATH & BEYOND INC. COM 075896100 295,357 4,486,656 SH   SOLE   591,073 0 3,895,583
BIOGEN IDEC COM 09062X103 5,695,434 17,216,631 SH   SOLE   1,877,447 0 15,339,184
BIOMARIN PHARMA COM 09061G101 580,449 8,043,918 SH   SOLE   1,881,094 0 6,162,824
BLACKBERRY LTD COM 09228F103 579,412 58,290,957 SH   SOLE   28,715,900 0 29,575,057
BOEING CO. COM 097023105 372,562 2,924,810 SH   SOLE   383,450 0 2,541,360
BOSTON SCIENTIFIC CORP COM 101137107 556,005 47,079,199 SH   SOLE   3,855,870 0 43,223,329
BOULDER BRANDS INC. COM 101405108 51,096 3,748,805 SH   SOLE   2,713,405 0 1,035,400
BROCADE COMM SYS COM 111621306 10,870 1,000,000 SH   SOLE   0 0 1,000,000
CABOT CORP COM 127055101 16,500 325,000 SH   SOLE   0 0 325,000
CABOT OIL & GAS CORP COM 127097103 85,491 2,615,200 SH   SOLE   520,400 0 2,094,800
CAMERON INTL CORP. COM 13342B105 139,934 2,108,078 SH   SOLE   647,878 0 1,460,200
CANADIAN PACIFIC RAILWAY COM 13645T100 93,492 450,630 SH   SOLE   4,700 0 445,930
CARDICA INC COM 14141R101 6,275 5,864,500 SH   SOLE   5,175,500 0 689,000
CARMAX INC. COM 143130102 618,674 13,319,146 SH   SOLE   4,524,636 0 8,794,510
CARNIVAL CORP COM 143658300 823,894 20,510,172 SH   SOLE   5,958,954 0 14,551,218
CARTER'S COM 146229109 1,347 17,370 SH   SOLE   0 0 17,370
CATERPILLAR INC DEL COM 149123101 577,841 5,835,010 SH   SOLE   853,639 0 4,981,371
CELANESE CORP COM 150870103 41,420 707,800 SH   SOLE   320,000 0 387,800
CEPHEID COM 15670R107 99,296 2,255,200 SH   SOLE   1,927,200 0 328,000
CERNER CORP COM 156782104 1,191 20,000 SH   SOLE   0 0 20,000
CH ROBINSON WORLDWIDE COM 12541W209 366,579 5,527,433 SH   SOLE   786,602 0 4,740,831
CHARLES RIVER LAB COM 159864107 101,128 1,692,800 SH   SOLE   789,800 0 903,000
CHEGG INC COM 163092109 1,718 275,290 SH   SOLE   15,000 0 260,290
CHICAGO BRIDGE & IRON COM 167250109 11,431 197,600 SH   SOLE   0 0 197,600
CHUBB CORP. COM 171232101 399,439 4,385,585 SH   SOLE   450,935 0 3,934,650
CIENA CORP COM 171779309 10,645 636,669 SH   SOLE   23,713 0 612,956
CIRCOR CORP COM 17273K109 93,171 1,383,800 SH   SOLE   1,043,000 0 340,800
CISCO SYSTEMS INC COM 17275R102 629,506 25,010,189 SH   SOLE   6,067,100 0 18,943,089
COLFAX COM 194014106 3,589 63,000 SH   SOLE   23,000 0 40,000
COMERICA COM 200340107 38,711 776,400 SH   SOLE   462,900 0 313,500
COMSCORE COM 20564W105 153,305 4,210,532 SH   SOLE   3,530,360 0 680,172
CONTROLADORA VUELA COMPANIA DE COM 21240E105 842 97,000 SH   SOLE   16,000 0 81,000
CORNING INC COM 219350105 383,434 19,825,950 SH   SOLE   2,533,600 0 17,292,350
COSTCO WHOLESALE COM 22160K105 44,796 357,450 SH   SOLE   0 0 357,450
CRAY INC COM 225223304 34,608 1,318,900 SH   SOLE   887,500 0 431,400
CREE INC. COM 225447101 366,335 8,945,911 SH   SOLE   3,267,951 0 5,677,960
CROWN HOLDINGS INC. COM 228368106 4,643 104,300 SH   SOLE   2,700 0 101,600
CSX CORP. COM 126408103 103,249 3,220,500 SH   SOLE   597,900 0 2,622,600
CUMMINS INC COM 231021106 4,375 33,150 SH   SOLE   0 0 33,150
CURTISS WRIGHT COM 231561101 119,465 1,812,274 SH   SOLE   1,170,574 0 641,700
CVS HEALTH CORP COM 126650100 254,565 3,198,460 SH   SOLE   588,730 0 2,609,730
DEERE & CO COM 244199105 167,506 2,043,000 SH   SOLE   15,000 0 2,028,000
DELTA AIR LINES DEL COM 247361702 655,997 18,146,530 SH   SOLE   6,080,950 0 12,065,580
DENDREON CORP. COM 24823Q107 3,480 2,416,800 SH   SOLE   26,800 0 2,390,000
DESCARTES SYS GRP INC COM 249906108 68,892 4,988,590 SH   SOLE   310,690 0 4,677,900
DIEBOLD COM 253651103 17,731 502,000 SH   SOLE   435,000 0 67,000
DIRECTV COM STK COM 25490A309 1,209,099 13,974,790 SH   SOLE   1,263,291 0 12,711,499
DISCOVER FIN SVCS COM 254709108 64,332 999,100 SH   SOLE   371,500 0 627,600
DISNEY WALT CO. COM 254687106 738,690 8,297,091 SH   SOLE   753,492 0 7,543,599
DOW CHEMICAL CO. COM 260543103 86,749 1,654,255 SH   SOLE   772,405 0 881,850
DREAM WORKS ANIMATION COM 26153C103 261,694 9,596,400 SH   SOLE   6,457,700 0 3,138,700
DU PONT E.I. DE NEMOURS COM 263534109 45,632 635,900 SH   SOLE   191,600 0 444,300
DYAX CORP. COM 26746E103 110,156 10,884,960 SH   SOLE   7,743,820 0 3,141,140
EBAY INC. COM 278642103 191,324 3,378,500 SH   SOLE   598,000 0 2,780,500
EDWARDS LIFE COM 28176E108 28,602 280,000 SH   SOLE   0 0 280,000
ELECTRONIC ARTS INC. COM 285512109 395,904 11,117,772 SH   SOLE   3,828,621 0 7,289,151
ELLIE MAE COM 28849P100 98,481 3,020,900 SH   SOLE   2,790,800 0 230,100
EMC CORP/MASS COM 268648102 1,035,195 35,379,189 SH   SOLE   6,723,731 0 28,655,458
ENCANA CORP. COM 292505104 71,186 3,356,262 SH   SOLE   630,662 0 2,725,600
ENSCO PLC COM G3157S106 5,921 143,340 SH   SOLE   0 0 143,340
ENTEGRIS INC COM 29362U104 60,190 5,233,950 SH   SOLE   521,116 0 4,712,834
EOG RESOURCES INC. COM 26875P101 500,601 5,055,556 SH   SOLE   599,556 0 4,456,000
EPIZYME COM 29428V104 38,541 1,421,662 SH   SOLE   1,242,062 0 179,600
ERICSSON COM 294821608 404,363 32,117,814 SH   SOLE   9,374,400 0 22,743,414
ESTERLINE TECHNOLOGIES COM 297425100 10,396 93,431 SH   SOLE   42,800 0 50,631
EXACT SCIENCE CORP COM 30063p105 48,378 2,496,300 SH   SOLE   2,030,000 0 466,300
EXELON CORP COM 30161N101 6,117 179,447 SH   SOLE   36,847 0 142,600
EXPEDITORS INTL OF WASH COM 302130109 53,024 1,306,642 SH   SOLE   195,000 0 1,111,642
EXXON MOBIL CORP. COM 30231G102 73,812 784,812 SH   SOLE   95,000 0 689,812
F5 NETWORKS INC COM 315616102 167,170 1,407,865 SH   SOLE   851,155 0 556,710
FARO TECHNOLOGIES INC. COM 311642102 86,148 1,697,500 SH   SOLE   1,390,222 0 307,278
FEDEX CORP COM 31428X106 2,897,268 17,945,298 SH   SOLE   1,396,041 0 16,549,257
FEI COMPANY COM 30241L109 78,980 1,047,200 SH   SOLE   374,000 0 673,200
FLEXTRONICS INTL LTD COM Y2573F102 541,636 52,484,073 SH   SOLE   18,528,240 0 33,955,833
FLUIDIGM CORP. COM 34385P108 90,396 3,689,632 SH   SOLE   2,777,532 0 912,100
FORMFACTOR INC COM 346375108 57,311 7,993,218 SH   SOLE   1,580,918 0 6,412,300
FOUNDATION MEDICINE INC COM 350465100 205 10,800 SH   SOLE   3,500 0 7,300
FRANK'S INTERNATIONAL COM N33462107 22,769 1,217,600 SH   SOLE   299,300 0 918,300
FREEPORT-MCMORAN, INC. COM 35671D857 238 7,300 SH   SOLE   3,200 0 4,100
GILDAN ACTIVEWEAR COM 375916103 39,383 719,725 SH   SOLE   196,612 0 523,113
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 224,087 4,874,635 SH   SOLE   674,335 0 4,200,300
GOOGLE CLASS A COM 38259P508 1,515,463 2,575,522 SH   SOLE   365,936 0 2,209,586
GOOGLE CLASS C COM 38259P706 1,488,793 2,578,622 SH   SOLE   369,236 0 2,209,386
GREIF CL A COM 397624107 8,560 195,400 SH   SOLE   70,000 0 125,400
GREIF CL B COM 397624206 3,860 77,985 SH   SOLE   40,985 0 37,000
GUIDANCE SOFTWARE COM 401692108 23,086 3,430,300 SH   SOLE   1,930,000 0 1,500,300
HAWAIIAN HOLDINGS INC. COM 419879101 4,237 315,000 SH   SOLE   265,000 0 50,000
HERTZ GLOBAL HLDS COM 42805T105 36,122 1,422,700 SH   SOLE   612,100 0 810,600
HEWLETT-PACKARD CO. COM 428236103 1,312,011 36,989,315 SH   SOLE   5,932,280 0 31,057,035
HONEYWELL INTL. INC. COM 438516106 834,315 8,959,565 SH   SOLE   913,868 0 8,045,697
IDEX CORP COM 45167R104 104,001 1,437,070 SH   SOLE   402,780 0 1,034,290
ILLUMINA INC COM 452327109 367,974 2,244,837 SH   SOLE   666,610 0 1,578,227
IMMUNOGEN COM 45253H101 126,216 11,918,396 SH   SOLE   9,624,917 0 2,293,479
INSULET CORP. COM 45784P101 72,095 1,956,456 SH   SOLE   1,634,556 0 321,900
INTEL CORP COM 458140100 1,127,516 32,381,268 SH   SOLE   6,346,475 0 26,034,793
INTUIT INC COM 461202103 946,308 10,796,438 SH   SOLE   1,077,338 0 9,719,100
JABIL CIRCUIT COM 466313103 77,697 3,852,100 SH   SOLE   1,806,700 0 2,045,400
JACOBS ENGR GROUP DEL COM 469814107 286,068 5,859,641 SH   SOLE   2,360,898 0 3,498,743
JET BLUE AIRWAYS COM 477143101 233,951 22,029,239 SH   SOLE   10,316,476 0 11,712,763
JOHNSON & JOHNSON COM 478160104 1,302,297 12,217,813 SH   SOLE   2,387,207 0 9,830,606
KALOBIOS PHARMA COM 48344T100 6,937 4,475,700 SH   SOLE   2,017,200 0 2,458,500
KELLOGG CO. COM 487836108 25,958 421,400 SH   SOLE   140,000 0 281,400
KIRBY CORP. COM 497266106 93,722 795,263 SH   SOLE   556,563 0 238,700
KLA-TENCOR CORP. COM 482480100 681,011 8,644,466 SH   SOLE   1,811,123 0 6,833,343
L BRANDS INC. COM 501797104 1,384,811 20,674,994 SH   SOLE   4,813,592 0 15,861,402
LAS VEGAS SANDS CORP. COM 517834107 41,370 665,000 SH   SOLE   0 0 665,000
LILLY ELI & CO COM 532457108 3,702,970 57,100,545 SH   SOLE   8,839,266 0 48,261,279
LUMINEX CORP COM 55027E102 38,763 1,987,848 SH   SOLE   1,166,723 0 821,125
LYONDELLBASELL INDUSTRIES COM N53745100 20,015 184,200 SH   SOLE   50,000 0 134,200
MACY'S COM 55616P104 2,106 36,200 SH   SOLE   0 0 36,200
MARKETAXESS HLDGS INC. COM 57060D108 54,148 875,332 SH   SOLE   784,132 0 91,200
MARRONE BIO INNOVATIONS COM 57165B106 8,624 3,242,100 SH   SOLE   2,442,900 0 799,200
MARSH & MCLENNAN COS. COM 571748102 1,113,424 21,272,914 SH   SOLE   3,123,805 0 18,149,109
MASTERCARD INC CL A COM 57636Q104 59,709 807,750 SH   SOLE   49,000 0 758,750
MATSON INC. COM 57686G105 1,702 68,000 SH   SOLE   50,000 0 18,000
MEDTRONIC INC COM 585055106 1,829,729 29,535,573 SH   SOLE   3,923,398 0 25,612,175
MERCURY GENERAL CORP COM 589400100 13,745 281,600 SH   SOLE   281,600 0 0
MICRON TECHNOLOGY INC COM 595112103 1,192,948 34,820,435 SH   SOLE   6,946,886 0 27,873,549
MICROSOFT CORP. COM 594918104 2,955,510 63,751,297 SH   SOLE   9,180,792 0 54,570,505
MOBILEYE N.V. COM N51488117 26,795 500,000 SH   SOLE   68,000 0 432,000
MOMENTA PHARMACEUTICALS COM 60877T100 30,285 2,670,600 SH   SOLE   2,304,283 0 366,317
MONSANTO CO. COM 61166W101 1,425,219 12,667,487 SH   SOLE   1,615,118 0 11,052,369
MOTOROLA SOLUTIONS INC COM 620076307 3,664 57,900 SH   SOLE   0 0 57,900
NATIONAL OILWELL VARCO COM 637071101 135,766 1,784,041 SH   SOLE   399,596 0 1,384,445
NCI BUILDING SYSTEMS COM 628852204 8,536 440,000 SH   SOLE   385,000 0 55,000
NEKTAR THERAPEUTICS COM 640268108 218,923 18,137,786 SH   SOLE   15,915,886 0 2,221,900
NETAPP INC. COM 64110D104 618,751 14,402,952 SH   SOLE   4,854,131 0 9,548,821
NEUSTAR COM 64126X201 95,727 3,855,301 SH   SOLE   1,290,091 0 2,565,210
NEWELL RUBBERMAID INC COM 651229106 5,611 163,060 SH   SOLE   60,000 0 103,060
NIMBLE STORAGE COM 65440R101 429 16,500 SH   SOLE   7,900 0 8,600
NN INC COM 629337106 9,192 344,000 SH   SOLE   202,000 0 142,000
NOBLE CORP COM G65431101 2,222 100,000 SH   SOLE   0 0 100,000
NOBLE ENERGY INC. COM 655044105 375,037 5,486,206 SH   SOLE   221,656 0 5,264,550
NORFOLK SOUTHERN COM 655844108 134,113 1,201,728 SH   SOLE   497,048 0 704,680
NORWEGIAN CRUISE LINES COM G66721104 51,725 1,436,000 SH   SOLE   1,340,000 0 96,000
NOVARTIS AG ADR COM 66987V109 2,093,399 22,239,448 SH   SOLE   2,530,968 0 19,708,480
NOW INC. COM 67011P100 12,735 418,788 SH   SOLE   81,834 0 336,954
NUANCE COMMUNICATIONS COM 67020Y100 235,672 15,288,493 SH   SOLE   8,192,560 0 7,095,933
NUVASIVE INC. COM 670704105 31,456 902,100 SH   SOLE   725,000 0 177,100
NVIDIA CORP. COM 67066G104 618,337 33,514,182 SH   SOLE   6,932,937 0 26,581,245
OCEANEERING INTL INC COM 675232102 8,433 129,394 SH   SOLE   0 0 129,394
ONCOMED PHARMACEUTICALS COM 68234X102 4,134 218,400 SH   SOLE   144,100 0 74,300
ORACLE CORP. COM 68389X105 396,263 10,351,700 SH   SOLE   346,500 0 10,005,200
ORASURE TECHNOLOGIES COM 68554V108 14,605 2,022,900 SH   SOLE   1,956,900 0 66,000
PALL CORP COM 696429307 20,506 245,000 SH   SOLE   40,000 0 205,000
PARAGON OFFSHORE COM G6S01W108 205 33,333 SH   SOLE   0 0 33,333
PENTAIR PLC COM G7S00T104 129,793 1,981,881 SH   SOLE   132,500 0 1,849,381
PEPSICO INC COM 713448108 88,603 951,800 SH   SOLE   209,200 0 742,600
PEREGRINE SEMICONDUCTOR CORP COM 71366R703 56,476 4,565,538 SH   SOLE   3,283,592 0 1,281,946
PERKIN ELMER COM 714046109 98,279 2,254,111 SH   SOLE   973,681 0 1,280,430
PETRO BRASIL ADR Pref A COM 71654V101 24,728 1,660,711 SH   SOLE   200,647 0 1,460,064
PETROLEO BRASILEIRO ADR COM 71654V408 6,102 430,000 SH   SOLE   0 0 430,000
PHARMACYCLICS INC. COM 716933106 271,385 2,311,039 SH   SOLE   1,352,339 0 958,700
PLANTRONICS INC NEW COM 727493108 234,645 4,910,950 SH   SOLE   0 0 4,910,950
POLYPORE INTERNATIONAL COM 73179V103 239,261 6,149,100 SH   SOLE   4,504,000 0 1,645,100
POST HOLDINGS COM 737446104 398 12,000 SH   SOLE   12,000 0 0
POTASH CORP SASK INC COM 73755L107 293,525 8,493,189 SH   SOLE   847,130 0 7,646,059
PRAXAIR INC. COM 74005P104 218,233 1,691,729 SH   SOLE   278,729 0 1,413,000
PROGRESSIVE CORP. COM 743315103 69,285 2,740,700 SH   SOLE   124,944 0 2,615,756
PUBLIC SVC ENTERPRISE GRP COM 744573106 13,867 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482107 502,764 22,080,114 SH   SOLE   10,511,399 0 11,568,715
QUALCOMM INCORP. COM 747525103 1,374,404 18,381,755 SH   SOLE   3,531,570 0 14,850,185
QUIKSILVER COM 74838C106 10,060 5,849,000 SH   SOLE   5,460,000 0 389,000
RAMBUS INC DEL COM COM 750917106 104,913 8,406,522 SH   SOLE   1,029,663 0 7,376,859
RANGE RESOURCES COM 75281A109 33,128 488,540 SH   SOLE   374,640 0 113,900
REPUBLIC SVCS INC COM 760759100 14,981 383,935 SH   SOLE   100,000 0 283,935
REX ENERGY CORP COM 761565100 27,050 2,135,000 SH   SOLE   1,645,000 0 490,000
RITCHIE BROS AUCTION COM 767744105 173,758 7,760,502 SH   SOLE   2,629,317 0 5,131,185
ROCHE HOLDING AG-CHF COM 007110388 3,080,117 10,387,101 SH   SOLE   1,557,756 0 8,829,345
ROCKWELL AUTOMATION COM 773903109 310,372 2,824,649 SH   SOLE   366,289 0 2,458,360
ROSS STORES INC COM 778296103 612,764 8,107,490 SH   SOLE   1,493,290 0 6,614,200
ROYAL CARIBBEAN COM V7780T103 185,963 2,763,601 SH   SOLE   1,208,801 0 1,554,800
SAFRAN COM 00B058TZ6 48,674 750,000 SH   SOLE   145,000 0 605,000
SALESFORCE.COM COM 79466L302 11,745 204,160 SH   SOLE   0 0 204,160
SANDISK CORP COM 80004C101 815,678 8,327,490 SH   SOLE   2,573,805 0 5,753,685
SANOFI COM 80105N105 219,589 3,891,356 SH   SOLE   590,749 0 3,300,607
SCHLUMBERGER LTD COM 806857108 588,936 5,791,485 SH   SOLE   797,291 0 4,994,194
SCHWAB CHARLES CORP COM 808513105 1,848,717 62,902,936 SH   SOLE   13,619,831 0 49,283,105
SCHWEITZER-MAUDUIT COM 808541106 20,663 500,200 SH   SOLE   481,200 0 19,000
SEATTLE GENETICS COM 812578102 407,303 10,954,900 SH   SOLE   7,711,000 0 3,243,900
SERVICESOURCE COM 81763U100 27,654 8,561,700 SH   SOLE   8,305,200 0 256,500
SHUTTERFLY COM 82568P304 166,867 3,423,618 SH   SOLE   3,097,463 0 326,155
SMART TECHNOLOGIES INC A COM 83172R108 7,869 4,798,246 SH   SOLE   339,942 0 4,458,304
SOLAZYME COM 83415T101 72,711 9,746,809 SH   SOLE   6,991,713 0 2,755,096
SONY CORP ADR NEW COM 835699307 754,129 41,803,144 SH   SOLE   17,267,894 0 24,535,250
SOUTHWEST AIRLS CO COM 844741108 2,644,728 78,315,911 SH   SOLE   12,369,469 0 65,946,442
SOUTHWESTERN ENERGY CO COM 845467109 81,723 2,338,272 SH   SOLE   539,086 0 1,799,186
SPIRIT AIRLINES COM 848577102 51,013 737,824 SH   SOLE   470,500 0 267,324
SPRINT CORP. COM 85207U105 58,486 9,224,943 SH   SOLE   8,284,943 0 940,000
STRATASYS LTD COM M85548101 79,063 654,600 SH   SOLE   585,000 0 69,600
STRYKER CORP. COM 863667101 24,588 304,500 SH   SOLE   0 0 304,500
SYMANTEC COM 871503108 291,294 12,390,202 SH   SOLE   1,012,947 0 11,377,255
TESLA MOTORS COM 88160R101 320,141 1,319,190 SH   SOLE   399,090 0 920,100
TEXAS INSTRS. INC. COM 882508104 2,732,416 57,295,367 SH   SOLE   7,624,281 0 49,671,086
THE CME GROUP COM 12572Q105 438,677 5,486,550 SH   SOLE   2,019,700 0 3,466,850
THERMO FISHER SCIENTIFIC INC COM 883556102 524,302 4,308,150 SH   SOLE   736,950 0 3,571,200
THOMSON REUTERS CORP COM 884903105 7,282 200,000 SH   SOLE   200,000 0 0
TIME WARNER CABLE COM 88732J207 49,900 347,760 SH   SOLE   0 0 347,760
TJX COS INC NEW COM 872540109 742,085 12,541,579 SH   SOLE   672,083 0 11,869,496
TRANSDIGM GROUP COM 893641100 7,041 38,200 SH   SOLE   2,400 0 35,800
TRANSOCEAN LTD COM H8817H100 1,106,436 34,608,579 SH   SOLE   8,905,703 0 25,702,876
TREX CO COM 89531P105 6,338 183,337 SH   SOLE   148,137 0 35,200
TRIBUNE COMPANY COM 896047503 215,545 3,255,965 SH   SOLE   2,012,200 0 1,243,765
TRIBUNE PUBLISHING COM 896082104 73,519 3,643,146 SH   SOLE   3,284,105 0 359,041
TRIMBLE NAVIGATION COM 896239100 421,144 13,807,984 SH   SOLE   4,777,259 0 9,030,725
TUESDAY MORNING CORP. COM 899035505 127,059 6,546,050 SH   SOLE   4,356,000 0 2,190,050
TWITTER INC. COM 90184L102 242 4,700 SH   SOLE   4,600 0 100
UNION PACIFIC CORP. COM 907818108 511,027 4,713,400 SH   SOLE   114,100 0 4,599,300
UNITED CONTL HLDGS INC COM 910047109 867,308 18,536,173 SH   SOLE   6,237,289 0 12,298,884
UNITED PARCEL SVC INC. COM 911312106 408,857 4,159,698 SH   SOLE   575,172 0 3,584,526
UNITED TECHNOLOGIES CORP. COM 913017109 127,681 1,209,100 SH   SOLE   56,000 0 1,153,100
UNIVERSAL DISPLAY CORP COM 91347P105 8,748 268,000 SH   SOLE   235,000 0 33,000
URBAN OUTFITTERS COM 917047102 60,706 1,654,106 SH   SOLE   743,306 0 910,800
US BANCORP DEL COM 902973304 34,809 832,150 SH   SOLE   0 0 832,150
UTi WORLDWIDE COM G87210103 9,354 880,000 SH   SOLE   880,000 0 0
V F CORP COM 918204108 68,346 1,035,080 SH   SOLE   0 0 1,035,080
VERISIGN INC. COM 92343E102 733 13,300 SH   SOLE   13,300 0 0
VISA COM 92826C839 660,536 3,095,730 SH   SOLE   731,969 0 2,363,761
VMWARE COM 928563402 52,142 555,650 SH   SOLE   255,650 0 300,000
WATERS CORP COM 941848103 97,478 983,434 SH   SOLE   313,616 0 669,818
WELLS FARGO & CO. COM 949746101 692,479 13,350,278 SH   SOLE   2,524,043 0 10,826,235
WHIRLPOOL CP COM 963320106 197,995 1,359,386 SH   SOLE   219,086 0 1,140,300
WILLIS GROUP HOLDINGS COM G96666105 130,487 3,151,851 SH   SOLE   1,429,579 0 1,722,272
WORKDAY COM 98138H101 827 10,025 SH   SOLE   0 0 10,025
XENCOR COM 98401F105 15,349 1,648,700 SH   SOLE   594,000 0 1,054,700
XENOPORT COM 98411C100 490 91,000 SH   SOLE   74,000 0 17,000
XILINX INC COM 983919101 33,739 796,669 SH   SOLE   220,000 0 576,669
XOOM CORP COM 98419Q101 10,385 473,128 SH   SOLE   429,328 0 43,800
YAHOO! INC. COM 984332106 21,386 524,800 SH   SOLE   24,800 0 500,000
ZIMMER HOLDINGS INC. COM 98956P102 45,167 449,204 SH   SOLE   72,904 0 376,300