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
Alexion Pharmaceuticals, Inc. COM 015351109 45,253 261,123 SH   SOLE   124,878 0 136,245
Alibaba Group Holding Limited COM 01609W102 64,261 772,002 SH   SOLE   379,562 0 392,440
Alliance Data Systems Corporat COM 018581108 69,585 234,885 SH   SOLE   103,560 0 131,325
Amazon.com, Inc. COM 023135106 119,677 321,625 SH   SOLE   160,745 0 160,880
Apple Inc. COM 037833100 2,222 17,855 SH   SOLE   15,250 0 2,605
Baidu, Inc. COM 056752108 30,710 147,363 SH   SOLE   82,498 0 64,865
BioMarin Pharmaceutical Inc. COM 09061G101 46,082 369,782 SH   SOLE   179,442 0 190,340
Biogen Inc. COM 09062X103 3,329 7,884 SH   SOLE   7,884 0 0
BlackRock, Inc. COM 09247X101 713 1,950 SH   SOLE   1,735 0 215
Boeing Company COM 097023105 284 1,890 SH   SOLE   1,890 0 0
Celgene Corporation COM 151020104 95,644 829,666 SH   SOLE   367,181 0 462,485
Charles Schwab Corporation COM 808513105 82,854 2,721,870 SH   SOLE   1,291,970 0 1,429,900
Chipotle Mexican Grill, Inc. COM 169656105 52,171 80,196 SH   SOLE   39,111 0 41,085
Colgate-Palmolive Company COM 194162103 205 2,950 SH   SOLE   2,950 0 0
Criteo S.A. COM 226718104 23,630 598,220 SH   SOLE   307,220 0 291,000
Ecolab Inc. COM 278865100 277 2,425 SH   SOLE   2,425 0 0
Estee Lauder Companies Inc. COM 518439104 272 3,275 SH   SOLE   3,275 0 0
Exact Sciences Corporation COM 30063P105 23,364 1,061,030 SH   SOLE   497,040 0 563,990
Facebook, Inc. COM 30303M102 101,238 1,231,383 SH   SOLE   630,333 0 601,050
First Republic Bank COM 33616C100 45,512 797,200 SH   SOLE   377,740 0 419,460
General Electric Company COM 369604103 220 8,850 SH   SOLE   8,350 0 500
Gilead Sciences, Inc. COM 375558103 64,372 655,990 SH   SOLE   287,195 0 368,795
Google Inc. Class A COM 38259P508 73,162 131,894 SH   SOLE   63,474 0 68,420
Google Inc. Class C COM 38259P706 1,967 3,589 SH   SOLE   3,024 0 565
Home Depot, Inc. COM 437076102 457 4,025 SH   SOLE   4,025 0 0
HomeAway, Inc. COM 43739Q100 54,700 1,813,070 SH   SOLE   952,220 0 860,850
Illumina, Inc. COM 452327109 34,576 186,255 SH   SOLE   89,345 0 96,910
International Flavors & Fragra COM 459506101 264 2,250 SH   SOLE   2,250 0 0
Johnson & Johnson COM 478160104 584 5,805 SH   SOLE   5,705 0 100
LendingClub Corporation COM 52603A109 3,490 177,625 SH   SOLE   177,625 0 0
LinkedIn Corporation COM 53578A108 91,160 364,843 SH   SOLE   184,058 0 180,785
McKesson Corporation COM 58155Q103 1,425 6,300 SH   SOLE   3,345 0 2,955
Mead Johnson Nutrition Company COM 582839106 377 3,750 SH   SOLE   3,550 0 200
Medidata Solutions, Inc. COM 58471A105 57,399 1,170,455 SH   SOLE   587,505 0 582,950
MercadoLibre, Inc. COM 58733R102 59,411 484,910 SH   SOLE   247,370 0 237,540
Michael Kors Holdings Limited COM G60754101 25,442 386,955 SH   SOLE   167,005 0 219,950
Microsoft Corporation COM 594918104 357 8,775 SH   SOLE   8,775 0 0
Mobileye N.V. COM N51488117 2,330 55,440 SH   SOLE   54,240 0 1,200
Netflix, Inc. COM 64110L106 110,221 264,516 SH   SOLE   135,026 0 129,490
Nordstrom, Inc. COM 655664100 783 9,749 SH   SOLE   7,100 0 2,649
Novo Nordisk A/S COM 670100205 456 8,550 SH   SOLE   8,150 0 400
PACCAR Inc COM 693718108 455 7,205 SH   SOLE   5,905 0 1,300
PRA Group, Inc. COM 69354N106 84,149 1,549,135 SH   SOLE   714,135 0 835,000
Palo Alto Networks, Inc. COM 697435105 56,837 389,078 SH   SOLE   198,098 0 190,980
Pandora Media, Inc. COM 698354107 43,306 2,671,550 SH   SOLE   1,376,085 0 1,295,465
Paychex, Inc. COM 704326107 308 6,200 SH   SOLE   6,200 0 0
Pioneer Natural Resources Comp COM 723787107 33,852 207,035 SH   SOLE   89,985 0 117,050
Priceline Group Inc. COM 741503403 71,783 61,661 SH   SOLE   30,531 0 31,130
QUALCOMM Incorporated COM 747525103 839 12,105 SH   SOLE   10,025 0 2,080
Regeneron Pharmaceuticals, Inc COM 75886F107 50,609 112,096 SH   SOLE   54,344 0 57,752
SPDR Trust Series 1 COM 78462F103 342 1,657 SH   SOLE   1,657 0 0
Salesforce.com, Inc. COM 79466L302 26,243 392,796 SH   SOLE   204,796 0 188,000
Schlumberger Limited COM 806857108 416 4,990 SH   SOLE   4,990 0 0
ServiceNow, Inc. COM 81762P102 40,810 518,030 SH   SOLE   243,760 0 274,270
Splunk Inc. COM 848637104 33,773 570,490 SH   SOLE   302,385 0 268,105
Starbucks Corporation COM 855244109 1,330 14,040 SH   SOLE   8,840 0 5,200
T. Rowe Price Group, Inc. COM 74144T108 210 2,590 SH   SOLE   2,590 0 0
Tableau Software, Inc. COM 87336U105 2,579 27,880 SH   SOLE   25,280 0 2,600
Tesla Motors, Inc. COM 88160R101 131,192 694,985 SH   SOLE   346,520 0 348,465
Twitter, Inc. COM 90184L102 37,393 746,665 SH   SOLE   375,065 0 371,600
Verizon Communications Inc. COM 92343V104 575 11,825 SH   SOLE   11,475 0 350
Vipshop Holdings Limited COM 92763W103 67,428 2,290,368 SH   SOLE   1,169,533 0 1,120,835
Visa Inc. COM 92826C839 5,843 89,322 SH   SOLE   88,322 0 1,000
Walgreens Boots Alliance Inc. COM 931427108 333 3,935 SH   SOLE   3,935 0 0
Walt Disney Company COM 254687106 905 8,630 SH   SOLE   6,130 0 2,500
XPO Logistics, Inc. COM 983793100 106,485 2,341,870 SH   SOLE   1,115,145 0 1,226,725
Xoom Corporation COM 98419Q101 19,144 1,303,225 SH   SOLE   558,875 0 744,350
Yelp Inc. COM 985817105 49,363 1,042,515 SH   SOLE   515,420 0 527,095
Zillow Group, Inc. COM 98954M101 86,934 866,740 SH   SOLE   446,680 0 420,060
iShares MSCI EAFE Index Fund COM 464287465 203 3,157 SH   SOLE   3,157 0 0
iShares MSCI KLD 400 Social COM 464288570 312 4,040 SH   SOLE   4,040 0 0
lululemon athletica inc. COM 550021109 47,162 736,670 SH   SOLE   335,620 0 401,050