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 2,893 44,400 SH   SOLE   44,400 0 0
ADOBE SYS INC COM 00724F101 554,842 4,263,755 SH   SOLE   4,263,755 0 0
AETNA INC NEW COM 00817Y108 125,953 987,480 SH   SOLE   987,480 0 0
AKORN INC COM 009728106 3,173 131,770 SH   SOLE   131,770 0 0
ALASKA AIR GROUP INC COM 011659109 629 6,820 SH   SOLE   6,820 0 0
ALLEGHANY CORP DEL COM 017175100 2,791 4,540 SH   SOLE   4,540 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,818 78,160 SH   SOLE   78,160 0 0
ALLSTATE CORP COM 020002101 668 8,200 SH   SOLE   8,200 0 0
ALPHABET INC CAP STK CL C 02079K107 305,147 367,842 SH   SOLE   367,842 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 623 14,720 SH   SOLE   14,720 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,677 142,550 SH   SOLE   142,550 0 0
AMERICAN EXPRESS CO COM 025816109 668 8,440 SH   SOLE   8,440 0 0
AMERIPRISE FINL INC COM 03076C106 657 5,070 SH   SOLE   5,070 0 0
AMGEN INC COM 031162100 620 3,780 SH   SOLE   3,780 0 0
ANALOG DEVICES INC COM 032654105 3,613 44,089 SH   SOLE   44,089 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 178,613 1,627,302 SH   SOLE   1,627,302 0 0
ANTHEM INC COM 036752103 1,371 8,290 SH   SOLE   8,290 0 0
APPLE INC COM 037833100 700 4,870 SH   SOLE   4,870 0 0
APPLIED MATLS INC COM 038222105 3,032 77,950 SH   SOLE   77,950 0 0
ASSURED GUARANTY LTD COM G0585R106 1,220 32,870 SH   SOLE   32,870 0 0
BANK OF THE OZARKS INC COM 063904106 2,667 51,280 SH   SOLE   51,280 0 0
BAXTER INTL INC COM 071813109 2,893 55,790 SH   SOLE   55,790 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 1,296 41,590 SH   SOLE   41,590 0 0
BIOGEN INC COM 09062X103 2,628 9,610 SH   SOLE   9,610 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 2,638 114,700 SH   SOLE   114,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,373 43,730 SH   SOLE   43,730 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 4,336 1,188,074 SH   SOLE   1,188,074 0 0
CBS CORP NEW CL B 124857202 2,893 41,710 SH   SOLE   41,710 0 0
CENTERSTATE BANKS INC COM 15201P109 2,881 111,250 SH   SOLE   111,250 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 381 3,710 SH   SOLE   3,710 0 0
CHEMOURS CO COM 163851108 3,231 83,910 SH   SOLE   83,910 0 0
CIGNA CORPORATION COM 125509109 359,899 2,456,819 SH   SOLE   2,456,819 0 0
CISCO SYS INC COM 17275R102 674 19,940 SH   SOLE   19,940 0 0
CITRIX SYS INC COM 177376100 1,427 17,110 SH   SOLE   17,110 0 0
COGNEX CORP COM 192422103 3,015 35,920 SH   SOLE   35,920 0 0
COMCAST CORP NEW CL A 20030N101 43,161 1,148,214 SH   SOLE   1,148,214 0 0
COMMSCOPE HLDG CO INC COM 20337X109 372,994 8,942,555 SH   SOLE   8,942,555 0 0
COMPUTER SCIENCES CORP COM 205363104 180,885 2,621,149 SH   SOLE   2,621,149 0 0
CONSTELLATION BRANDS INC CL A 21036P108 124,746 769,703 SH   SOLE   769,703 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 623 13,550 SH   SOLE   13,550 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 1,366 11,820 SH   SOLE   11,820 0 0
DOLLAR TREE INC COM 256746108 341,931 4,358,026 SH   SOLE   4,358,026 0 0
DOMINOS PIZZA INC COM 25754A201 2,772 15,040 SH   SOLE   15,040 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 2,825 80,980 SH   SOLE   80,980 0 0
EAGLE MATERIALS INC COM 26969P108 2,638 27,160 SH   SOLE   27,160 0 0
EBAY INC COM 278642103 2,130 63,440 SH   SOLE   63,440 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 2,906 30,890 SH   SOLE   30,890 0 0
ELECTRONIC ARTS INC COM 285512109 2,902 32,420 SH   SOLE   32,420 0 0
ENVISION HEALTHCARE CORP COM 29414D100 187,962 3,065,266 SH   SOLE   3,065,266 0 0
F5 NETWORKS INC COM 315616102 2,830 19,850 SH   SOLE   19,850 0 0
FACEBOOK INC CL A 30303M102 493,044 3,470,922 SH   SOLE   3,470,922 0 0
FERRARI N V COM N3167Y103 1,582 21,270 SH   SOLE   21,270 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,346 123,190 SH   SOLE   123,190 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 64,406 425,320 SH   SOLE   425,320 0 0
FOOT LOCKER INC COM 344849104 2,764 36,950 SH   SOLE   36,950 0 0
GILEAD SCIENCES INC COM 375558103 643 9,460 SH   SOLE   9,460 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,594 11,290 SH   SOLE   11,290 0 0
HCA HOLDINGS INC COM 40412C101 2,872 32,270 SH   SOLE   32,270 0 0
HERBALIFE LTD COM USD SHS G4412G101 377 6,490 SH   SOLE   6,490 0 0
HERSHEY CO COM 427866108 2,844 26,030 SH   SOLE   26,030 0 0
HOME DEPOT INC COM 437076102 683 4,650 SH   SOLE   4,650 0 0
IMPAX LABORATORIES INC COM 45256B101 1,331 105,200 SH   SOLE   105,200 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 2,978 112,990 SH   SOLE   112,990 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,477 10,180 SH   SOLE   10,180 0 0
JOHNSON & JOHNSON COM 478160104 2,880 23,120 SH   SOLE   23,120 0 0
KRAFT HEINZ CO COM 500754106 104,681 1,152,747 SH   SOLE   1,152,747 0 0
LAM RESEARCH CORP COM 512807108 3,059 23,830 SH   SOLE   23,830 0 0
LAS VEGAS SANDS CORP COM 517834107 29,033 508,733 SH   SOLE   508,733 0 0
LEAR CORP COM NEW 521865204 2,806 19,820 SH   SOLE   19,820 0 0
LPL FINL HLDGS INC COM 50212V100 2,854 71,650 SH   SOLE   71,650 0 0
LULULEMON ATHLETICA INC COM 550021109 2,278 43,910 SH   SOLE   43,910 0 0
MARTIN MARIETTA MATLS INC COM 573284106 168,748 773,189 SH   SOLE   773,189 0 0
MASTERCARD INCORPORATED CL A 57636Q104 674 5,990 SH   SOLE   5,990 0 0
MCDONALDS CORP COM 580135101 2,858 22,050 SH   SOLE   22,050 0 0
MERCADOLIBRE INC COM 58733R102 2,834 13,400 SH   SOLE   13,400 0 0
MICROSTRATEGY INC CL A NEW 594972408 2,135 11,370 SH   SOLE   11,370 0 0
MOMO INC ADR 60879B107 1,728 50,730 SH   SOLE   50,730 0 0
MOODYS CORP COM 615369105 674 6,020 SH   SOLE   6,020 0 0
MYLAN N V SHS EURO N59465109 60,257 1,545,448 SH   SOLE   1,545,448 0 0
NCR CORP NEW COM 62886E108 2,661 58,250 SH   SOLE   58,250 0 0
NETEASE INC SPONSORED ADR 64110W102 1,255 4,420 SH   SOLE   4,420 0 0
NEWELL BRANDS INC COM 651229106 153,958 3,263,897 SH   SOLE   3,263,897 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 2,803 39,960 SH   SOLE   39,960 0 0
NVIDIA CORP COM 67066G104 3,076 28,240 SH   SOLE   28,240 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 136,306 505,138 SH   SOLE   505,138 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 46,912 9,073,874 SH   SOLE   9,073,874 0 0
PARKER HANNIFIN CORP COM 701094104 2,894 18,050 SH   SOLE   18,050 0 0
PFIZER INC COM 717081103 678,503 19,833,477 SH   SOLE   19,833,477 0 0
PHILIP MORRIS INTL INC COM 718172109 2,909 25,770 SH   SOLE   25,770 0 0
PRICELINE GRP INC COM NEW 741503403 2,962 1,664 SH   SOLE   1,664 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,698 185,710 SH   SOLE   185,710 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 1,162 74,570 SH   SOLE   74,570 0 0
S&P GLOBAL INC COM 78409V104 2,861 21,880 SH   SOLE   21,880 0 0
SABRE CORP COM 78573M104 385,784 18,205,930 SH   SOLE   18,205,930 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 74,068 615,339 SH   SOLE   615,339 0 0
SHIRE PLC SPONSORED ADR 82481R106 282,161 1,619,477 SH   SOLE   1,619,477 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,908 29,680 SH   SOLE   29,680 0 0
SLM CORP COM 78442P106 2,879 237,910 SH   SOLE   237,910 0 0
SOUTHWEST AIRLS CO COM 844741108 620 11,530 SH   SOLE   11,530 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,659 45,900 SH   SOLE   45,900 0 0
SVB FINL GROUP COM 78486Q101 2,728 14,660 SH   SOLE   14,660 0 0
SWIFT TRANSN CO CL A 87074U101 2,669 129,940 SH   SOLE   129,940 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,401 42,660 SH   SOLE   42,660 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,891 48,780 SH   SOLE   48,780 0 0
TAL ED GROUP ADS REPSTG COM 874080104 1,705 16,000 SH   SOLE   16,000 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 2,785 71,660 SH   SOLE   71,660 0 0
TERADYNE INC COM 880770102 3,052 98,140 SH   SOLE   98,140 0 0
TESORO CORP COM 881609101 276,512 3,411,198 SH   SOLE   3,411,198 0 0
TEXAS INSTRS INC COM 882508104 2,913 36,160 SH   SOLE   36,160 0 0
TJX COS INC NEW COM 872540109 2,837 35,870 SH   SOLE   35,870 0 0
TORO CO COM 891092108 2,928 46,870 SH   SOLE   46,870 0 0
ULTA BEAUTY INC COM 90384S303 2,955 10,360 SH   SOLE   10,360 0 0
UNITED CONTL HLDGS INC COM 910047109 2,053 29,060 SH   SOLE   29,060 0 0
UNITED RENTALS INC COM 911363109 2,739 21,900 SH   SOLE   21,900 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,632 19,440 SH   SOLE   19,440 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 616,367 4,952,724 SH   SOLE   4,952,724 0 0
US BANCORP DEL COM NEW 902973304 187,725 3,645,149 SH   SOLE   3,645,149 0 0
US FOODS HLDG CORP COM 912008109 133,025 4,754,292 SH   SOLE   4,754,292 0 0
VALE S A ADR 91912E105 1,240 130,570 SH   SOLE   130,570 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,786 42,030 SH   SOLE   42,030 0 0
VMWARE INC CL A COM 928563402 2,901 31,490 SH   SOLE   31,490 0 0
VULCAN MATLS CO COM 929160109 315,685 2,620,228 SH   SOLE   2,620,228 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 84,176 1,013,553 SH   SOLE   1,013,553 0 0
WASTE CONNECTIONS INC COM 94106B101 450,896 5,111,040 SH   SOLE   5,111,040 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 34 2,186 SH   SOLE   2,186 0 0
WIX COM LTD SHS M98068105 1,467 21,600 SH   SOLE   21,600 0 0
WYNN RESORTS LTD COM 983134107 105,521 920,698 SH   SOLE   920,698 0 0
XENCOR INC COM 98401F105 2,711 113,335 SH   SOLE   113,335 0 0
XILINX INC COM 983919101 2,783 48,070 SH   SOLE   48,070 0 0
YANDEX N V SHS CLASS A N97284108 1,317 60,060 SH   SOLE   60,060 0 0