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 3,189 50,920 SH   SOLE   50,920 0 0
ADOBE SYS INC COM 00724F101 390,190 3,790,095 SH   SOLE   3,790,095 0 0
AETNA INC NEW COM 00817Y108 276,519 2,229,816 SH   SOLE   2,229,816 0 0
AKORN INC COM 009728106 3,304 151,370 SH   SOLE   151,370 0 0
ALASKA AIR GROUP INC COM 011659109 687 7,740 SH   SOLE   7,740 0 0
ALLEGHANY CORP DEL COM 017175100 3,533 5,810 SH   SOLE   5,810 0 0
ALLSTATE CORP COM 020002101 635 8,570 SH   SOLE   8,570 0 0
ALPHABET INC CAP STK CL C 02079K107 207,713 269,121 SH   SOLE   269,121 0 0
AMBARELLA INC SHS G037AX101 1,134 20,950 SH   SOLE   20,950 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 661 14,160 SH   SOLE   14,160 0 0
AMERICAN EXPRESS CO COM 025816109 173,394 2,340,629 SH   SOLE   2,340,629 0 0
AMERIPRISE FINL INC COM 03076C106 667 6,010 SH   SOLE   6,010 0 0
AMGEN INC COM 031162100 668 4,570 SH   SOLE   4,570 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 21,673 205,550 SH   SOLE   205,550 0 0
ANTHEM INC COM 036752103 1,226 8,530 SH   SOLE   8,530 0 0
APPLE INC COM 037833100 671 5,790 SH   SOLE   5,790 0 0
APPLIED MATLS INC COM 038222105 3,269 101,310 SH   SOLE   101,310 0 0
BAXTER INTL INC COM 071813109 3,166 71,400 SH   SOLE   71,400 0 0
BEST BUY INC COM 086516101 2,984 69,940 SH   SOLE   69,940 0 0
BIOGEN INC COM 09062X103 3,085 10,880 SH   SOLE   10,880 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 3,249 135,160 SH   SOLE   135,160 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,173 46,530 SH   SOLE   46,530 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 5,881 1,188,074 SH   SOLE   1,188,074 0 0
CBS CORP NEW CL B 124857202 3,360 52,820 SH   SOLE   52,820 0 0
CENTENE CORP DEL COM 15135B101 79,061 1,399,062 SH   SOLE   1,399,062 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 345 4,080 SH   SOLE   4,080 0 0
CHEMOURS CO COM 163851108 2,947 133,410 SH   SOLE   133,410 0 0
CIGNA CORPORATION COM 125509109 268,597 2,013,625 SH   SOLE   2,013,625 0 0
CISCO SYS INC COM 17275R102 661 21,860 SH   SOLE   21,860 0 0
CITRIX SYS INC COM 177376100 1,257 14,080 SH   SOLE   14,080 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,260 58,180 SH   SOLE   58,180 0 0
COMCAST CORP NEW CL A 20030N101 83,963 1,215,967 SH   SOLE   1,215,967 0 0
COMMSCOPE HLDG CO INC COM 20337X109 373,190 10,031,988 SH   SOLE   10,031,988 0 0
COMPUTER SCIENCES CORP COM 205363104 182,916 3,078,365 SH   SOLE   3,078,365 0 0
COPART INC COM 217204106 3,245 58,570 SH   SOLE   58,570 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 651 13,240 SH   SOLE   13,240 0 0
DOLLAR TREE INC COM 256746108 270,044 3,498,887 SH   SOLE   3,498,887 0 0
DOMINOS PIZZA INC COM 25754A201 3,014 18,930 SH   SOLE   18,930 0 0
EBAY INC COM 278642103 2,764 93,080 SH   SOLE   93,080 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,602 38,440 SH   SOLE   38,440 0 0
ELECTRONIC ARTS INC COM 285512109 3,176 40,320 SH   SOLE   40,320 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,642 49,890 SH   SOLE   49,890 0 0
EXPRESS INC COM 30219E103 1,228 114,100 SH   SOLE   114,100 0 0
F5 NETWORKS INC COM 315616102 3,281 22,670 SH   SOLE   22,670 0 0
FACEBOOK INC CL A 30303M102 434,664 3,778,048 SH   SOLE   3,778,048 0 0
FAIR ISAAC CORP COM 303250104 3,373 28,290 SH   SOLE   28,290 0 0
FERRARI N V COM N3167Y103 1,317 22,650 SH   SOLE   22,650 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 246,110 1,739,049 SH   SOLE   1,739,049 0 0
FMC TECHNOLOGIES INC COM 30249U101 3,355 94,420 SH   SOLE   94,420 0 0
FOOT LOCKER INC COM 344849104 3,147 44,390 SH   SOLE   44,390 0 0
GILEAD SCIENCES INC COM 375558103 610 8,520 SH   SOLE   8,520 0 0
HCA HOLDINGS INC COM 40412C101 3,311 44,730 SH   SOLE   44,730 0 0
HERBALIFE LTD COM USD SHS G4412G101 343 7,120 SH   SOLE   7,120 0 0
HOME DEPOT INC COM 437076102 646 4,820 SH   SOLE   4,820 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 2,523 274,211 SH   SOLE   274,211 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,110 1,750 SH   SOLE   1,750 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 3,199 129,550 SH   SOLE   129,550 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,335 12,240 SH   SOLE   12,240 0 0
JOHNSON & JOHNSON COM 478160104 3,287 28,530 SH   SOLE   28,530 0 0
KLA-TENCOR CORP COM 482480100 3,161 40,180 SH   SOLE   40,180 0 0
LAM RESEARCH CORP COM 512807108 190,553 1,802,257 SH   SOLE   1,802,257 0 0
LEAR CORP COM NEW 521865204 3,295 24,890 SH   SOLE   24,890 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,247 52,070 SH   SOLE   52,070 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,107 45,106 SH   SOLE   45,106 0 0
LULULEMON ATHLETICA INC COM 550021109 3,621 55,710 SH   SOLE   55,710 0 0
MANPOWERGROUP INC COM 56418H100 1,306 14,700 SH   SOLE   14,700 0 0
MARTIN MARIETTA MATLS INC COM 573284106 100,289 452,712 SH   SOLE   452,712 0 0
MASTERCARD INCORPORATED CL A 57636Q104 637 6,170 SH   SOLE   6,170 0 0
MCDONALDS CORP COM 580135101 3,198 26,270 SH   SOLE   26,270 0 0
MERCADOLIBRE INC COM 58733R102 3,196 20,470 SH   SOLE   20,470 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,124 26,160 SH   SOLE   26,160 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,669 13,520 SH   SOLE   13,520 0 0
MOMO INC ADR 60879B107 1,079 58,690 SH   SOLE   58,690 0 0
MOODYS CORP COM 615369105 617 6,540 SH   SOLE   6,540 0 0
MYLAN N V SHS EURO N59465109 144,943 3,799,281 SH   SOLE   3,799,281 0 0
MYRIAD GENETICS INC COM 62855J104 3,179 190,720 SH   SOLE   190,720 0 0
NAVIENT CORP COM 63938C108 3,118 189,750 SH   SOLE   189,750 0 0
NCR CORP NEW COM 62886E108 3,419 84,300 SH   SOLE   84,300 0 0
NETEASE INC SPONSORED ADR 64110W102 1,208 5,610 SH   SOLE   5,610 0 0
NEWELL BRANDS INC COM 651229106 285,503 6,394,236 SH   SOLE   6,394,236 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 3,454 54,570 SH   SOLE   54,570 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,977 12,800 SH   SOLE   12,800 0 0
NVIDIA CORP COM 67066G104 3,786 35,470 SH   SOLE   35,470 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 165,697 595,156 SH   SOLE   595,156 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 34,481 9,073,874 SH   SOLE   9,073,874 0 0
PFIZER INC COM 717081103 742,219 22,851,570 SH   SOLE   22,851,570 0 0
PHILIP MORRIS INTL INC COM 718172109 3,280 35,850 SH   SOLE   35,850 0 0
PRICELINE GRP INC COM NEW 741503403 465,990 317,852 SH   SOLE   317,852 0 0
QUALCOMM INC COM 747525103 3,123 47,900 SH   SOLE   47,900 0 0
REGIONS FINL CORP NEW COM 7591EP100 3,420 238,180 SH   SOLE   238,180 0 0
S&P GLOBAL INC COM 78409V104 2,904 27,000 SH   SOLE   27,000 0 0
SABRE CORP COM 78573M104 517,759 20,751,854 SH   SOLE   20,751,854 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 3,204 237,340 SH   SOLE   237,340 0 0
SEALED AIR CORP NEW COM 81211K100 3,173 69,980 SH   SOLE   69,980 0 0
SHIRE PLC SPONSORED ADR 82481R106 242,863 1,425,420 SH   SOLE   1,425,420 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,159 42,310 SH   SOLE   42,310 0 0
SMITH A O COM 831865209 3,129 66,080 SH   SOLE   66,080 0 0
SOUTHWEST AIRLS CO COM 844741108 676 13,570 SH   SOLE   13,570 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,201 54,860 SH   SOLE   54,860 0 0
SWIFT TRANSN CO CL A 87074U101 3,160 129,730 SH   SOLE   129,730 0 0
T MOBILE US INC COM 872590104 46,377 806,411 SH   SOLE   806,411 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,210 42,100 SH   SOLE   42,100 0 0
TAL ED GROUP ADS REPSTG COM 874080104 1,122 16,000 SH   SOLE   16,000 0 0
TESORO CORP COM 881609101 3,467 39,650 SH   SOLE   39,650 0 0
TEXAS INSTRS INC COM 882508104 3,180 43,580 SH   SOLE   43,580 0 0
TJX COS INC NEW COM 872540109 3,042 40,490 SH   SOLE   40,490 0 0
TRANSDIGM GROUP INC COM 893641100 193,463 777,086 SH   SOLE   777,086 0 0
TRANSOCEAN LTD REG SHS H8817H100 490 33,230 SH   SOLE   33,230 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 3,238 12,700 SH   SOLE   12,700 0 0
UNITED CONTL HLDGS INC COM 910047109 2,755 37,800 SH   SOLE   37,800 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,759 26,210 SH   SOLE   26,210 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 652,215 6,130,994 SH   SOLE   6,130,994 0 0
US BANCORP DEL COM NEW 902973304 44,462 865,533 SH   SOLE   865,533 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,575 52,330 SH   SOLE   52,330 0 0
VMWARE INC CL A COM 928563402 3,081 39,140 SH   SOLE   39,140 0 0
VULCAN MATLS CO COM 929160109 256,146 2,046,710 SH   SOLE   2,046,710 0 0
WASTE CONNECTIONS INC COM 94106B101 368,225 4,685,396 SH   SOLE   4,685,396 0 0
WEBMD HEALTH CORP COM 94770V102 2,763 55,742 SH   SOLE   55,742 0 0
WEIBO CORP SPONSORED ADR 948596101 1,013 24,950 SH   SOLE   24,950 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 25 2,186 SH   SOLE   2,186 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,197 23,320 SH   SOLE   23,320 0 0
XENCOR INC COM 98401F105 3,353 127,380 SH   SOLE   127,380 0 0
XILINX INC COM 983919101 3,492 57,840 SH   SOLE   57,840 0 0
YY INC ADS REPCOM CLA 98426T106 1,124 28,510 SH   SOLE   28,510 0 0