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
ABBVIE INC COM 00287Y109 3,128 49,600 SH   SOLE   49,600 0 0
ADOBE SYS INC COM 00724F101 118,905 1,095,491 SH   SOLE   1,095,491 0 0
AETNA INC NEW COM 00817Y108 615 5,330 SH   SOLE   5,330 0 0
AKORN INC COM 009728106 3,163 116,040 SH   SOLE   116,040 0 0
ALASKA AIR GROUP INC COM 011659109 606 9,200 SH   SOLE   9,200 0 0
ALLEGHANY CORP DEL COM 017175100 3,187 6,070 SH   SOLE   6,070 0 0
ALLSTATE CORP COM 020002101 625 9,030 SH   SOLE   9,030 0 0
ALPHABET INC CAP STK CL C 02079K107 232,826 299,535 SH   SOLE   299,535 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 1,145 35,340 SH   SOLE   35,340 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 623 17,010 SH   SOLE   17,010 0 0
AMERICAN EXPRESS CO COM 025816109 227,879 3,558,379 SH   SOLE   3,558,379 0 0
AMERIPRISE FINL INC COM 03076C106 600 6,010 SH   SOLE   6,010 0 0
AMGEN INC COM 031162100 606 3,630 SH   SOLE   3,630 0 0
ANALOG DEVICES INC COM 032654105 3,230 50,120 SH   SOLE   50,120 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 217,204 1,652,876 SH   SOLE   1,652,876 0 0
ANTHEM INC COM 036752103 1,188 9,480 SH   SOLE   9,480 0 0
APPLE INC COM 037833100 225,068 1,990,867 SH   SOLE   1,990,867 0 0
APPLIED MATLS INC COM 038222105 3,169 105,100 SH   SOLE   105,100 0 0
BAXTER INTL INC COM 071813109 3,206 67,360 SH   SOLE   67,360 0 0
BEST BUY INC COM 086516101 3,111 81,490 SH   SOLE   81,490 0 0
BIOGEN INC COM 09062X103 3,249 10,380 SH   SOLE   10,380 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 2,890 121,640 SH   SOLE   121,640 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,218 47,710 SH   SOLE   47,710 0 0
CARTER INC COM 146229109 547 6,310 SH   SOLE   6,310 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 4,942 1,188,074 SH   SOLE   1,188,074 0 0
CBS CORP NEW CL B 124857202 3,365 61,480 SH   SOLE   61,480 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 358 4,610 SH   SOLE   4,610 0 0
CHILDRENS PL INC COM 168905107 3,027 37,899 SH   SOLE   37,899 0 0
CIGNA CORPORATION COM 125509109 59,463 456,283 SH   SOLE   456,283 0 0
CIRRUS LOGIC INC COM 172755100 3,177 59,780 SH   SOLE   59,780 0 0
CISCO SYS INC COM 17275R102 623 19,650 SH   SOLE   19,650 0 0
CITRIX SYS INC COM 177376100 1,185 13,900 SH   SOLE   13,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,531 53,060 SH   SOLE   53,060 0 0
COMCAST CORP NEW CL A 20030N101 184,861 2,786,567 SH   SOLE   2,786,567 0 0
COMMSCOPE HLDG CO INC COM 20337X109 496,815 16,500,011 SH   SOLE   16,500,011 0 0
COMPUTER SCIENCES CORP COM 205363104 181,205 3,470,699 SH   SOLE   3,470,699 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 662 16,810 SH   SOLE   16,810 0 0
DOLLAR GEN CORP NEW COM 256677105 186,320 2,662,092 SH   SOLE   2,662,092 0 0
DOLLAR TREE INC COM 256746108 2,993 37,920 SH   SOLE   37,920 0 0
EBAY INC COM 278642103 2,610 79,340 SH   SOLE   79,340 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,243 26,900 SH   SOLE   26,900 0 0
ERICSSON ADR B SEK 10 294821608 58,272 8,082,068 SH   SOLE   8,082,068 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,604 50,540 SH   SOLE   50,540 0 0
EXPRESS INC COM 30219E103 1,198 101,640 SH   SOLE   101,640 0 0
FACEBOOK INC CL A 30303M102 220,138 1,716,210 SH   SOLE   1,716,210 0 0
FAIR ISAAC CORP COM 303250104 3,025 24,280 SH   SOLE   24,280 0 0
FMC TECHNOLOGIES INC COM 30249U101 3,391 114,290 SH   SOLE   114,290 0 0
GILEAD SCIENCES INC COM 375558103 623 7,880 SH   SOLE   7,880 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 1,266 40,706 SH   SOLE   40,706 0 0
HERBALIFE LTD COM USD SHS G4412G101 361 5,830 SH   SOLE   5,830 0 0
HOME DEPOT INC COM 437076102 597 4,640 SH   SOLE   4,640 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 2,404 203,860 SH   SOLE   203,860 0 0
INTEL CORP COM 458140100 2,684 71,090 SH   SOLE   71,090 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,268 1,750 SH   SOLE   1,750 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,180 9,710 SH   SOLE   9,710 0 0
JOHNSON & JOHNSON COM 478160104 3,109 26,320 SH   SOLE   26,320 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 48,487 519,573 SH   SOLE   519,573 0 0
KATE SPADE & CO COM 485865109 2,879 168,060 SH   SOLE   168,060 0 0
KLA-TENCOR CORP COM 482480100 3,133 44,950 SH   SOLE   44,950 0 0
L BRANDS INC COM 501797104 574 8,110 SH   SOLE   8,110 0 0
LAM RESEARCH CORP COM 512807108 430,481 4,545,258 SH   SOLE   4,545,258 0 0
LEAR CORP COM NEW 521865204 3,291 27,150 SH   SOLE   27,150 0 0
LEIDOS HLDGS INC COM 525327102 3,301 76,270 SH   SOLE   76,270 0 0
LENDINGTREE INC NEW COM 52603B107 3,167 32,680 SH   SOLE   32,680 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 259,289 5,590,526 SH   SOLE   5,590,526 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,193 53,850 SH   SOLE   53,850 0 0
LOWES COS INC COM 548661107 570 7,900 SH   SOLE   7,900 0 0
LULULEMON ATHLETICA INC COM 550021109 2,500 40,990 SH   SOLE   40,990 0 0
MANPOWERGROUP INC COM 56418H100 1,195 16,540 SH   SOLE   16,540 0 0
MASTERCARD INCORPORATED CL A 57636Q104 650 6,390 SH   SOLE   6,390 0 0
MCDONALDS CORP COM 580135101 3,031 26,270 SH   SOLE   26,270 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,149 24,560 SH   SOLE   24,560 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,560 15,290 SH   SOLE   15,290 0 0
MOLSON COORS BREWING CO CL B 60871R209 1,958 17,830 SH   SOLE   17,830 0 0
MOODYS CORP COM 615369105 615 5,680 SH   SOLE   5,680 0 0
MYLAN N V SHS EURO N59465109 50,945 1,336,436 SH   SOLE   1,336,436 0 0
MYRIAD GENETICS INC COM 62855J104 3,129 152,050 SH   SOLE   152,050 0 0
NAVIENT CORP COM 63938C108 3,159 218,290 SH   SOLE   218,290 0 0
NETEASE INC SPONSORED ADR 64110W102 1,250 5,190 SH   SOLE   5,190 0 0
NEWELL BRANDS INC COM 651229106 98,675 1,873,805 SH   SOLE   1,873,805 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 3,403 58,960 SH   SOLE   58,960 0 0
NOBLE CORP PLC SHS USD G65431101 1,323 208,750 SH   SOLE   208,750 0 0
NORTHROP GRUMMAN CORP COM 666807102 236,726 1,106,456 SH   SOLE   1,106,456 0 0
NVIDIA CORP COM 67066G104 3,456 50,440 SH   SOLE   50,440 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 273,729 977,219 SH   SOLE   977,219 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 81,497 9,095,663 SH   SOLE   9,095,663 0 0
PFIZER INC COM 717081103 724,146 21,380,155 SH   SOLE   21,380,155 0 0
PHILIP MORRIS INTL INC COM 718172109 702,569 7,226,591 SH   SOLE   7,226,591 0 0
PPG INDS INC COM 693506107 3,029 29,310 SH   SOLE   29,310 0 0
PRICELINE GRP INC COM NEW 741503403 601,401 408,702 SH   SOLE   408,702 0 0
QUALCOMM INC COM 747525103 3,406 49,720 SH   SOLE   49,720 0 0
QUEST DIAGNOSTICS INC COM 74834L100 3,174 37,510 SH   SOLE   37,510 0 0
RADIAN GROUP INC COM 750236101 125,996 9,298,595 SH   SOLE   9,298,595 0 0
RETROPHIN INC COM 761299106 3,327 148,661 SH   SOLE   148,661 0 0
ROSS STORES INC COM 778296103 3,239 50,380 SH   SOLE   50,380 0 0
SABRE CORP COM 78573M104 602,168 21,368,618 SH   SOLE   21,368,618 0 0
SEALED AIR CORP NEW COM 81211K100 3,141 68,540 SH   SOLE   68,540 0 0
SHIRE PLC SPONSORED ADR 82481R106 110,676 570,907 SH   SOLE   570,907 0 0
SONIC CORP COM 835451105 2,316 88,470 SH   SOLE   88,470 0 0
SOUTHWEST AIRLS CO COM 844741108 651 16,750 SH   SOLE   16,750 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 51,177 236,600 SH   SOLE   236,600 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 3,218 23,370 SH   SOLE   23,370 0 0
STARBUCKS CORP COM 855244109 2,465 45,530 SH   SOLE   45,530 0 0
STARZ COM SER A 85571Q102 2,552 81,810 SH   SOLE   81,810 0 0
SUMMIT MATLS INC CL A 86614U100 9,055 488,123 SH   SOLE   488,123 0 0
SWIFT TRANSN CO CL A 87074U101 3,491 162,590 SH   SOLE   162,590 0 0
T MOBILE US INC COM 872590104 44,529 953,100 SH   SOLE   953,100 0 0
TAL ED GROUP ADS REPSTG COM 874080104 1,306 18,430 SH   SOLE   18,430 0 0
TESORO CORP COM 881609101 3,251 40,860 SH   SOLE   40,860 0 0
TJX COS INC NEW COM 872540109 3,028 40,490 SH   SOLE   40,490 0 0
TRANSDIGM GROUP INC COM 893641100 208,466 721,037 SH   SOLE   721,037 0 0
TRANSOCEAN LTD REG SHS H8817H100 389 36,470 SH   SOLE   36,470 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 3,022 12,700 SH   SOLE   12,700 0 0
UNITED CONTL HLDGS INC COM 910047109 2,656 50,610 SH   SOLE   50,610 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,059 25,910 SH   SOLE   25,910 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 564,885 4,584,358 SH   SOLE   4,584,358 0 0
US BANCORP DEL COM NEW 902973304 116,401 2,713,933 SH   SOLE   2,713,933 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,004 56,670 SH   SOLE   56,670 0 0
VIRGIN AMER INC COM VTG 92765X208 2,997 56,010 SH   SOLE   56,010 0 0
VMWARE INC CL A COM 928563402 3,136 42,760 SH   SOLE   42,760 0 0
VULCAN MATLS CO COM 929160109 38,537 338,844 SH   SOLE   338,844 0 0
WABTEC CORP COM 929740108 1,752 21,460 SH   SOLE   21,460 0 0
WASTE CONNECTIONS INC COM 94106B101 439,896 5,888,842 SH   SOLE   5,888,842 0 0
WEBMD HEALTH CORP COM 94770V102 3,022 60,810 SH   SOLE   60,810 0 0
WEIBO CORP SPONSORED ADR 948596101 1,230 24,540 SH   SOLE   24,540 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,257 27,820 SH   SOLE   27,820 0 0
XILINX INC COM 983919101 3,143 57,840 SH   SOLE   57,840 0 0
YANDEX N V SHS CLASS A N97284108 1,148 54,550 SH   SOLE   54,550 0 0