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
AARON'S INC COM 002535300 2,840 73,000 SH   SOLE   29,000 0 44,000
ABAXIS COM 002567105 120,902 2,280,300 SH   SOLE   2,115,300 0 165,000
ABBOTT LABORATORIES COM 002824100 723,482 14,883,403 SH   SOLE   5,017,970 0 9,865,433
ABBVIE INC. COM 00287Y109 49,723 685,745 SH   SOLE   212,145 0 473,600
ABIOMED INC. COM 003654100 635,405 4,434,088 SH   SOLE   3,825,422 0 608,666
ACCURAY INC. COM 004397105 25,363 5,339,500 SH   SOLE   4,434,500 0 905,000
ACTIVISION BLIZZARD COM 00507V109 523,661 9,096,075 SH   SOLE   1,816,775 0 7,279,300
ADIENT PLC COM G0084W101 7,425 113,570 SH   SOLE   13,000 0 100,570
ADOBE SYS INC COM 00724F101 3,487,437 24,656,655 SH   SOLE   4,369,076 0 20,287,579
ADVANSIX INC COM 00773T101 541 17,320 SH   SOLE   2,320 0 15,000
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,227 490,700 SH   SOLE   453,100 0 37,600
AECOM COM 00766T100 431,750 13,354,475 SH   SOLE   7,565,625 0 5,788,850
AGILENT TECHNOLOGIES COM 00846U101 299,932 5,057,020 SH   SOLE   2,606,610 0 2,450,410
AIR CANADA CL A COM 008911877 2,012 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 1,533,491 18,646,902 SH   SOLE   2,726,254 0 15,920,648
ALASKA AIRGROUP INC. COM 011659109 542,070 6,039,100 SH   SOLE   941,700 0 5,097,400
ALIBABA GROUP HOLDING COM 01609W102 2,197,177 15,593,875 SH   SOLE   3,531,350 0 12,062,525
ALKERMES COM G01767105 572,123 9,869,291 SH   SOLE   6,708,218 0 3,161,073
ALLEGIANT TRAVEL CO COM 01748X102 5,899 43,500 SH   SOLE   24,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,197,182 2,363,375 SH   SOLE   419,469 0 1,943,906
ALPHABET INC CLASS C COM 02079k107 2,124,193 2,337,540 SH   SOLE   394,724 0 1,942,816
ALTABA INC. COM 021346101 339,657 6,234,530 SH   SOLE   3,204,380 0 3,030,150
ALTRIA GROUP INC. COM 02209S103 12,757 171,300 SH   SOLE   150,000 0 21,300
AMAZON.COM INC COM 023135106 289,411 298,978 SH   SOLE   4,300 0 294,678
AMERICAN AIRLINES GROUP COM 02376R102 2,592,940 51,529,024 SH   SOLE   18,509,609 0 33,019,415
AMERICAN EXPRESS CO. COM 025816109 44,201 524,700 SH   SOLE   75,000 0 449,700
AMGEN INC. COM 031162100 3,958,525 22,983,948 SH   SOLE   3,873,449 0 19,110,499
ANALOG DEVICES COM 032654105 382,244 4,913,160 SH   SOLE   1,151,750 0 3,761,410
APPLE INC COM 037833100 133,002 923,500 SH   SOLE   0 0 923,500
APPLIED MATERIALS COM 038222105 185,044 4,479,407 SH   SOLE   2,496,452 0 1,982,955
ARBUTUS BIOPHARMA CORP COM 03879J100 14,221 3,950,400 SH   SOLE   3,950,400 0 0
ARISTA NETWORKS COM 040413106 449 3,000 SH   SOLE   0 0 3,000
ARMSTRONG WORLD INDS INC COM 04247X102 2,162 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 21,251 9,884,100 SH   SOLE   8,528,600 0 1,355,500
ASML HOLDING NV COM N07059210 234,783 1,801,730 SH   SOLE   422,371 0 1,379,359
ASTRAZENECA COM 046353108 1,292,023 37,900,350 SH   SOLE   9,607,550 0 28,292,800
AT&T INC. COM 00206R102 411,281 10,900,631 SH   SOLE   589,437 0 10,311,194
AUTOZONE INC. COM 053332102 13,506 23,675 SH   SOLE   0 0 23,675
AVIS BUDGET GROUP COM 053774105 13,090 480,000 SH   SOLE   400,000 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 70,613 3,370,550 SH   SOLE   2,947,000 0 423,550
AXON ENTERPRISE INC COM 05464C101 12,947 515,000 SH   SOLE   390,000 0 125,000
AXOVANT SCIENCES COM G0750W104 77,390 3,337,202 SH   SOLE   3,030,500 0 306,702
BANKAMERICA CORP NEW COM 060505104 167,608 6,908,806 SH   SOLE   1,073,600 0 5,835,206
BARRACUDA NETWORKS INC COM 068323104 18,679 810,000 SH   SOLE   730,000 0 80,000
BED BATH & BEYOND INC. COM 075896100 41,089 1,351,612 SH   SOLE   137,434 0 1,214,178
BEIGENE LTD ADR COM 07725L102 5,640 125,338 SH   SOLE   116,709 0 8,629
BIOGEN INC. COM 09062X103 4,176,611 15,391,401 SH   SOLE   1,979,899 0 13,411,502
BIOMARIN PHARMA COM 09061G101 845,555 9,310,224 SH   SOLE   2,834,331 0 6,475,893
BIOVERATIV INC COM 09075E100 463,293 7,699,738 SH   SOLE   993,157 0 6,706,581
BLACKBERRY LTD COM 09228F103 757,090 75,784,745 SH   SOLE   45,228,188 0 30,556,557
BLUE BUFFALO COM 09531U102 12,482 547,200 SH   SOLE   276,300 0 270,900
BOEING CO. COM 097023105 146,375 740,200 SH   SOLE   59,700 0 680,500
BOOT BARN HOLDINGS COM 099406100 6,195 875,000 SH   SOLE   875,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,174,473 42,369,167 SH   SOLE   3,263,388 0 39,105,779
BRISTOL-MYERS SQUIBB COM 110122108 351,872 6,315,000 SH   SOLE   1,624,200 0 4,690,800
BROCADE COMM SYS COM 111621306 3,783 300,000 SH   SOLE   300,000 0 0
CABOT CORP COM 127055101 6,679 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 65,042 2,593,400 SH   SOLE   655,400 0 1,938,000
CARMAX INC. COM 143130102 1,035,819 16,425,931 SH   SOLE   7,847,516 0 8,578,415
CARNIVAL CORP COM 143658300 1,401,002 21,366,509 SH   SOLE   6,722,266 0 14,644,243
CARTER'S COM 146229109 4,294 48,270 SH   SOLE   0 0 48,270
CATERPILLAR INC DEL COM 149123101 1,047,110 9,744,183 SH   SOLE   2,418,992 0 7,325,191
CBS CORPORATION COM 124857202 92,264 1,446,600 SH   SOLE   415,000 0 1,031,600
CELANESE CORP COM 150870103 20,118 211,900 SH   SOLE   50,000 0 161,900
CERNER CORP COM 156782104 1,329 20,000 SH   SOLE   0 0 20,000
CERUS CORP COM 157085101 19,578 7,800,000 SH   SOLE   7,800,000 0 0
CHARLES RIVER LAB COM 159864107 45,821 453,000 SH   SOLE   17,000 0 436,000
CHARTER COMMUNICATIONS COM 16119P108 54,031 160,400 SH   SOLE   0 0 160,400
CHEGG INC COM 163092109 137,999 11,228,528 SH   SOLE   8,630,900 0 2,597,628
CHUBB LIMITED COM H1467J104 8,634 59,388 SH   SOLE   0 0 59,388
CIENA CORP COM 171779309 12,713 508,127 SH   SOLE   3,942 0 504,185
CIRCOR CORP COM 17273K109 21,496 362,000 SH   SOLE   336,000 0 26,000
CISCO SYSTEMS INC COM 17275R102 876,541 28,004,515 SH   SOLE   7,708,025 0 20,296,490
CITIGROUP INC. COM 172967424 315,457 4,716,763 SH   SOLE   2,435,800 0 2,280,963
CNA FINL CORP COM 126117100 24,024 492,800 SH   SOLE   308,300 0 184,500
COMCAST CORP CABLE COM 20030N101 101,282 2,602,300 SH   SOLE   442,000 0 2,160,300
COMERICA COM 200340107 3,918 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 160,134 6,100,332 SH   SOLE   5,143,160 0 957,172
CONSTELLATION BRANDS INC.-A COM 21036P108 8,098 41,800 SH   SOLE   0 0 41,800
CONSTELLIUM N.V. COM N22035104 9,732 1,410,400 SH   SOLE   747,000 0 663,400
CONTROLADORA VUELA COMPANIA DE COM 21240E105 2,066 142,000 SH   SOLE   41,000 0 101,000
CORNING INC COM 219350105 548,156 18,241,456 SH   SOLE   2,082,606 0 16,158,850
COVANTA HOLDINGS CORP COM 22282E102 2,244 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 3,754 204,000 SH   SOLE   163,000 0 41,000
CREE INC. COM 225447101 215,426 8,739,389 SH   SOLE   3,896,429 0 4,842,960
CROWN HOLDINGS INC. COM 228368106 6,085 102,000 SH   SOLE   2,000 0 100,000
CSX CORP. COM 126408103 251,844 4,615,900 SH   SOLE   693,025 0 3,922,875
CURTISS WRIGHT COM 231561101 110,907 1,208,400 SH   SOLE   690,400 0 518,000
CVS HEALTH CORP COM 126650100 270,848 3,366,250 SH   SOLE   594,450 0 2,771,800
DEERE & CO COM 244199105 692,205 5,600,819 SH   SOLE   1,437,919 0 4,162,900
DELL TECHNOLOGIES INC COM 24703L103 188,350 3,082,145 SH   SOLE   808,453 0 2,273,692
DELTA AIR LINES DEL COM 247361702 1,475,173 27,450,194 SH   SOLE   8,044,004 0 19,406,190
DESCARTES SYS GRP INC COM 249906108 118,677 4,873,790 SH   SOLE   187,490 0 4,686,300
DEXTERA SURGICAL INC COM 252366109 180 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA CL A COM 00BRF12N3 38,154 8,633,500 SH   SOLE   8,235,400 0 398,100
DHX MEDIA CL B COM 00BRF12P5 2,023 456,900 SH   SOLE   365,000 0 91,900
DIEBOLD NIXDORF COM 253651103 21,532 769,000 SH   SOLE   675,000 0 94,000
DIGIMARC COM 25381B101 16,502 411,000 SH   SOLE   411,000 0 0
DISCOVER FIN SVCS COM 254709108 561,861 9,034,592 SH   SOLE   3,999,903 0 5,034,689
DISNEY WALT CO. COM 254687106 559,263 5,263,649 SH   SOLE   545,000 0 4,718,649
DOW CHEMICAL CO. COM 260543103 135,120 2,142,375 SH   SOLE   777,050 0 1,365,325
DU PONT E.I. DE NEMOURS COM 263534109 38,394 475,700 SH   SOLE   181,500 0 294,200
DXC TECHNOLOGIES CO COM 23355L106 400,253 5,217,063 SH   SOLE   1,535,583 0 3,681,480
DYAX (NON-TRADABLE) CONT VAL R COM 267CVR991 31,449 10,482,860 SH   SOLE   7,669,720 0 2,813,140
E TRADE FINANCIAL COM 269246401 501,536 13,187,895 SH   SOLE   7,911,466 0 5,276,429
EBAY INC. COM 278642103 319,857 9,159,700 SH   SOLE   4,358,700 0 4,801,000
EDWARDS LIFE COM 28176E108 66,214 560,000 SH   SOLE   0 0 560,000
ELECTRONIC ARTS INC. COM 285512109 140,565 1,329,600 SH   SOLE   463,750 0 865,850
ELLIE MAE COM 28849P100 369,341 3,360,393 SH   SOLE   3,146,943 0 213,450
ENTEGRIS INC COM 29362U104 111,282 5,069,781 SH   SOLE   420,647 0 4,649,134
EOG RESOURCES INC. COM 26875P101 197,424 2,181,000 SH   SOLE   165,775 0 2,015,225
EPIZYME COM 29428V104 98,726 6,538,127 SH   SOLE   5,998,927 0 539,200
ERICSSON COM 294821608 612,841 85,472,879 SH   SOLE   26,051,675 0 59,421,204
ESTERLINE TECHNOLOGIES COM 297425100 21,102 222,599 SH   SOLE   59,700 0 162,899
EXACT SCIENCES CORP COM 30063p105 159,211 4,501,300 SH   SOLE   3,785,000 0 716,300
EXPEDITORS INTL OF WASH COM 302130109 299 5,300 SH   SOLE   0 0 5,300
EXXON MOBIL CORP. COM 30231G102 8,574 106,200 SH   SOLE   95,000 0 11,200
FARO TECHNOLOGIES INC. COM 311642102 69,930 1,850,000 SH   SOLE   1,558,322 0 291,678
FEDEX CORP COM 31428X106 3,419,056 15,732,092 SH   SOLE   2,004,144 0 13,727,948
FLEX LTD COM Y2573F102 854,345 52,381,690 SH   SOLE   20,735,897 0 31,645,793
FLEX PHARMA COM 33938A105 6,068 1,576,100 SH   SOLE   1,241,900 0 334,200
FLUIDIGM CORP. COM 34385P108 17,307 4,283,843 SH   SOLE   2,892,532 0 1,391,311
FORMFACTOR INC COM 346375108 60,962 4,916,318 SH   SOLE   1,642,518 0 3,273,800
FRANCESCA'S HOLDINGS COM 351793104 1,371 125,300 SH   SOLE   20,300 0 105,000
GARMIN LIMITED COM H2906T109 3,470 68,000 SH   SOLE   68,000 0 0
GENERAL DYNAMICS CORP COM 369550108 67,948 343,000 SH   SOLE   0 0 343,000
GILDAN ACTIVEWEAR COM 375916103 65,916 2,145,000 SH   SOLE   780,000 0 1,365,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 46,377 1,075,535 SH   SOLE   474,135 0 601,400
GREIF CL A COM 397624107 8,367 150,000 SH   SOLE   50,000 0 100,000
GREIF CL B COM 397624206 2,114 35,000 SH   SOLE   0 0 35,000
GUIDANCE SOFTWARE COM 401692108 31,698 4,795,515 SH   SOLE   3,214,515 0 1,581,000
HABIT BURGER COM 40449J103 2,054 130,000 SH   SOLE   60,000 0 70,000
HAWAIIAN HOLDINGS INC. COM 419879101 30,109 641,300 SH   SOLE   641,300 0 0
HERC HOLDINGS INC COM 42704L104 16,465 418,740 SH   SOLE   162,233 0 256,507
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,163,907 70,157,170 SH   SOLE   23,754,236 0 46,402,934
HILTON GRAND VACATIONS COM 43283X105 1,318 36,560 SH   SOLE   0 0 36,560
HILTON WORLDWIDE HOLDINGS COM 43300A203 54,747 885,164 SH   SOLE   125,000 0 760,164
HONEYWELL INTL. INC. COM 438516106 562,016 4,216,490 SH   SOLE   337,450 0 3,879,040
HP INC. COM 40434L105 1,120,993 64,130,045 SH   SOLE   18,953,336 0 45,176,709
HUBSPOT INC COM 443573100 36,744 558,850 SH   SOLE   516,050 0 42,800
IDEX CORP COM 45167R104 132,499 1,172,450 SH   SOLE   322,730 0 849,720
ILLUMINA INC COM 452327109 353,186 2,035,420 SH   SOLE   600,720 0 1,434,700
IMAX CORP. COM 45245E109 121,447 5,520,300 SH   SOLE   4,895,900 0 624,400
IMMUNOGEN COM 45253H101 27,605 3,882,500 SH   SOLE   2,725,000 0 1,157,500
INSULET CORP. COM 45784P101 260,068 5,068,572 SH   SOLE   4,684,477 0 384,095
INTEL CORP COM 458140100 679,781 20,147,635 SH   SOLE   4,957,283 0 15,190,352
INTUIT INC COM 461202103 768,283 5,784,825 SH   SOLE   817,825 0 4,967,000
IROBOT CORP COM 462726100 10,770 128,000 SH   SOLE   107,000 0 21,000
JABIL CIRCUIT COM 466313103 114,055 3,907,325 SH   SOLE   2,126,825 0 1,780,500
JACOBS ENGR GROUP DEL COM 469814107 490,342 9,015,297 SH   SOLE   4,348,513 0 4,666,784
JET BLUE AIRWAYS COM 477143101 466,766 20,445,308 SH   SOLE   9,971,845 0 10,473,463
JOHNSON & JOHNSON COM 478160104 124,614 941,975 SH   SOLE   157,750 0 784,225
JOHNSON CONTROLS INC. COM G51502105 6,504 150,000 SH   SOLE   0 0 150,000
JPMORGAN CHASE & CO. COM 46625H100 2,160,311 23,635,793 SH   SOLE   6,643,483 0 16,992,310
KEYSIGHT TECHNOLOGIES COM 49338L103 213,792 5,491,695 SH   SOLE   3,005,705 0 2,485,990
KIRBY CORP. COM 497266106 241 3,600 SH   SOLE   3,600 0 0
KLA-TENCOR CORP. COM 482480100 1,187,760 12,979,566 SH   SOLE   3,400,100 0 9,579,466
L BRANDS INC. COM 501797104 1,053,097 19,541,600 SH   SOLE   5,099,831 0 14,441,769
LAS VEGAS SANDS CORP. COM 517834107 163,040 2,551,881 SH   SOLE   1,261,381 0 1,290,500
LILLY ELI & CO COM 532457108 4,638,640 56,362,580 SH   SOLE   12,315,611 0 44,046,969
LIONS GATE ENT CL-A COM 535919401 56,017 1,985,000 SH   SOLE   1,862,500 0 122,500
LIONS GATE ENT CL-B COM 535919500 78,774 2,997,500 SH   SOLE   2,862,500 0 135,000
LOWES COS INC COM 548661107 71,847 926,700 SH   SOLE   0 0 926,700
LYONDELLBASELL INDUSTRIES COM N53745100 5,485 65,000 SH   SOLE   25,000 0 40,000
MARKETAXESS HLDGS INC. COM 57060D108 193,000 959,720 SH   SOLE   868,520 0 91,200
MARRIOTT INTERNATIONAL COM 571903202 76,817 765,800 SH   SOLE   6,200 0 759,600
MARRONE BIO INNOVATIONS COM 57165B106 3,487 2,702,870 SH   SOLE   2,325,000 0 377,870
MARSH & MCLENNAN COS. COM 571748102 804,695 10,321,895 SH   SOLE   1,657,348 0 8,664,547
MASTERCARD INC CL A COM 57636Q104 90,335 743,800 SH   SOLE   0 0 743,800
MATSON INC. COM 57686G105 6,001 199,761 SH   SOLE   199,761 0 0
MATTEL INC COM 577081102 423,503 19,670,380 SH   SOLE   6,348,900 0 13,321,480
MAXLINEAR INC COM 57776J100 7,809 280,000 SH   SOLE   280,000 0 0
MCDONALDS CORP. COM 580135101 1,532 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 875,866 9,868,910 SH   SOLE   1,495,495 0 8,373,415
MERCK & COMPANY COM 58933Y105 327,596 5,111,500 SH   SOLE   3,033,200 0 2,078,300
MERCURY GENERAL CORP COM 589400100 15,206 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 103,514 3,308,200 SH   SOLE   1,773,600 0 1,534,600
MICRON TECHNOLOGY INC COM 595112103 1,761,761 59,000,700 SH   SOLE   15,970,400 0 43,030,300
MICROSOFT CORP. COM 594918104 3,315,679 48,102,115 SH   SOLE   7,805,557 0 40,296,558
MINDBODY INC COM 60255W105 16,425 603,877 SH   SOLE   528,377 0 75,500
MOBILEYE N.V. COM N51488117 7,375 117,431 SH   SOLE   0 0 117,431
MOMENTA PHARMACEUTICALS COM 60877T100 47,994 2,839,900 SH   SOLE   2,470,583 0 369,317
MONSANTO CO. COM 61166W101 1,307,628 11,047,887 SH   SOLE   1,468,478 0 9,579,409
NATIONAL OILWELL VARCO COM 637071101 27,763 842,845 SH   SOLE   209,800 0 633,045
NCI BUILDING SYSTEMS COM 628852204 11,439 685,000 SH   SOLE   620,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 452,041 23,122,286 SH   SOLE   20,567,486 0 2,554,800
NETAPP INC. COM 64110D104 1,643,640 41,039,695 SH   SOLE   13,012,170 0 28,027,525
NEUSTAR COM 64126X201 240,457 7,210,105 SH   SOLE   5,152,238 0 2,057,867
NEWELL BRANDS INC COM 651229106 87,634 1,634,360 SH   SOLE   390,000 0 1,244,360
NN INC COM 629337106 47,351 1,725,000 SH   SOLE   1,360,000 0 365,000
NOBLE ENERGY INC. COM 655044105 63,633 2,248,500 SH   SOLE   19,900 0 2,228,600
NORFOLK SOUTHERN COM 655844108 33,467 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 266,701 2,743,557 SH   SOLE   726,450 0 2,017,107
NORWEGIAN CRUISE LINES COM G66721104 280,066 5,158,700 SH   SOLE   2,937,875 0 2,220,825
NOVADAQ TECHNOLOGIES COM 66987G102 67,134 5,728,149 SH   SOLE   5,728,149 0 0
NOVARTIS AG ADR COM 66987V109 1,844,205 22,094,224 SH   SOLE   3,430,084 0 18,664,140
NUANCE COMMUNICATIONS COM 67020Y100 199,238 11,443,880 SH   SOLE   6,903,601 0 4,540,279
NUTANIX COM 67059N108 19,897 987,432 SH   SOLE   744,432 0 243,000
NUVASIVE INC. COM 670704105 65,536 852,000 SH   SOLE   690,000 0 162,000
NVIDIA CORP. COM 67066G104 2,396,411 16,577,275 SH   SOLE   2,975,435 0 13,601,840
OLD DOMINION FREIGHT LINES COM 679580100 50,096 526,000 SH   SOLE   21,000 0 505,000
OLLIE'S BARGAIN OUTLET HOLDING COM 681116109 558 13,100 SH   SOLE   13,100 0 0
ONCOMED PHARMACEUTICALS COM 68234X102 18,493 5,553,600 SH   SOLE   3,750,000 0 1,803,600
ORACLE CORP. COM 68389X105 346,696 6,914,550 SH   SOLE   277,825 0 6,636,725
ORASURE TECHNOLOGIES COM 68554V108 21,748 1,260,000 SH   SOLE   1,138,000 0 122,000
OSI SYSTEMS COM 671044105 32,224 428,800 SH   SOLE   377,400 0 51,400
PARK HOTELS & RESORTS COM 700517105 2,143 79,500 SH   SOLE   0 0 79,500
PAYPAL HOLDINGS INC COM 70450Y103 245,841 4,580,600 SH   SOLE   1,929,800 0 2,650,800
PENTAIR PLC COM G7S00T104 97,980 1,472,500 SH   SOLE   144,200 0 1,328,300
PENUMBRA COM 70975L107 5,449 62,100 SH   SOLE   14,600 0 47,500
PEPSICO INC COM 713448108 23,098 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 301 11,000 SH   SOLE   0 0 11,000
PERKIN ELMER COM 714046109 240,387 3,527,840 SH   SOLE   1,960,580 0 1,567,260
PFENEX INC COM 717071104 9,496 2,368,100 SH   SOLE   2,297,100 0 71,000
PHILIP MORRIS INTL INC COM 718172109 14,071 119,800 SH   SOLE   100,000 0 19,800
PLANTRONICS INC NEW COM 727493108 256,599 4,905,350 SH   SOLE   82,500 0 4,822,850
POST HOLDINGS COM 737446104 854 11,000 SH   SOLE   11,000 0 0
POTASH CORP SASK INC COM 73755L107 10,381 636,900 SH   SOLE   0 0 636,900
PRAXAIR INC. COM 74005P104 201,671 1,521,470 SH   SOLE   264,370 0 1,257,100
PROGRESSIVE CORP. COM 743315103 278,187 6,309,527 SH   SOLE   1,180,525 0 5,129,002
PUBLIC SVC ENTERPRISE GRP COM 744573106 16,016 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 609,974 18,191,902 SH   SOLE   8,761,419 0 9,430,483
QUALCOMM INCORP. COM 747525103 864,680 15,658,828 SH   SOLE   3,702,414 0 11,956,414
RAMBUS INC DEL COM COM 750917106 74,867 6,550,028 SH   SOLE   721,969 0 5,828,059
RANGE RESOURCES COM 75281A109 1,622 70,000 SH   SOLE   70,000 0 0
REX ENERGY CORP COM 761565506 946 327,500 SH   SOLE   270,000 0 57,500
RITCHIE BROS AUCTION COM 767744105 163,565 5,691,206 SH   SOLE   2,563,331 0 3,127,875
ROCHE HOLDING AG-CHF COM 007110388 2,368,379 9,298,942 SH   SOLE   1,534,901 0 7,764,041
ROCKWELL AUTOMATION COM 773903109 131,303 810,710 SH   SOLE   47,290 0 763,420
ROCKWELL COLLINS INC. COM 774341101 92,491 880,200 SH   SOLE   250,000 0 630,200
ROSS STORES INC COM 778296103 842,079 14,586,500 SH   SOLE   2,722,400 0 11,864,100
ROYAL CARIBBEAN COM V7780T103 1,226,880 11,232,075 SH   SOLE   4,368,542 0 6,863,533
SAFRAN COM 00B058TZ6 52,140 568,900 SH   SOLE   150,000 0 418,900
SALESFORCE.COM COM 79466L302 58,573 676,360 SH   SOLE   0 0 676,360
SANOFI COM 80105N105 94,991 1,982,707 SH   SOLE   355,000 0 1,627,707
SCHLUMBERGER LTD COM 806857108 253,295 3,847,124 SH   SOLE   679,860 0 3,167,264
SCHWAB CHARLES CORP COM 808513105 1,709,452 39,791,709 SH   SOLE   8,719,666 0 31,072,043
SCHWEITZER-MAUDUIT COM 808541106 3,723 100,000 SH   SOLE   100,000 0 0
SEATTLE GENETICS COM 812578102 670,497 12,958,975 SH   SOLE   9,609,700 0 3,349,275
SERVICESOURCE COM 81763U100 50,444 13,001,136 SH   SOLE   8,662,550 0 4,338,586
SHUTTERFLY COM 82568P304 242,035 5,095,482 SH   SOLE   4,375,427 0 720,055
SIEMENS COM 005727973 204,615 1,488,500 SH   SOLE   110,000 0 1,378,500
SIGNET JEWELERS COM G81276100 8,645 136,700 SH   SOLE   0 0 136,700
SKECHERS USA INC COM 830566105 2,153 73,000 SH   SOLE   65,000 0 8,000
SONY CORP ADR NEW COM 835699307 1,706,207 44,676,800 SH   SOLE   19,238,450 0 25,438,350
SOUTHWEST AIRLS CO COM 844741108 4,461,737 71,801,370 SH   SOLE   12,915,603 0 58,885,767
SOUTHWESTERN ENERGY CO COM 845467109 63,409 10,429,175 SH   SOLE   4,902,200 0 5,526,975
SPIRIT AIRLINES COM 848577102 47,245 914,724 SH   SOLE   460,700 0 454,024
SPLUNK COM 848637104 231,980 4,077,700 SH   SOLE   2,778,100 0 1,299,600
SPRINT CORP. COM 85207U105 302,290 36,819,700 SH   SOLE   24,084,300 0 12,735,400
STRATASYS LTD COM M85548101 161,755 6,939,300 SH   SOLE   6,589,300 0 350,000
STRYKER CORP. COM 863667101 31,572 227,500 SH   SOLE   2,000 0 225,500
T-MOBILE US INC. COM 872590104 16,216 267,500 SH   SOLE   0 0 267,500
TEMPUR SEALY COM 88023U101 6,967 130,500 SH   SOLE   100,000 0 30,500
TERADYNE COM 880770102 49,239 1,639,675 SH   SOLE   850,325 0 789,350
TERRAVIA HLDGS INC COM 88105A106 2,642 11,316,630 SH   SOLE   9,522,759 0 1,793,871
TESLA INC. COM 88160R101 438,629 1,212,990 SH   SOLE   389,265 0 823,725
TEXAS INSTRS. INC. COM 882508104 3,167,277 41,170,901 SH   SOLE   6,075,613 0 35,095,288
TEXTRON INC. COM 883203101 137,433 2,917,900 SH   SOLE   441,200 0 2,476,700
THE CME GROUP COM 12572Q105 253,568 2,024,656 SH   SOLE   768,134 0 1,256,522
THE RUBICON PROJECT COM 78112V102 10,114 1,967,800 SH   SOLE   1,878,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 921,790 5,283,370 SH   SOLE   1,148,740 0 4,134,630
TJX COS INC NEW COM 872540109 867,664 12,022,496 SH   SOLE   660,300 0 11,362,196
TRANSDIGM GROUP COM 893641100 36,244 134,800 SH   SOLE   4,000 0 130,800
TRANSOCEAN LTD COM H8817H100 119,722 14,547,057 SH   SOLE   4,065,482 0 10,481,575
TRAVELERS COMPANIES INC. COM 89417E109 52,342 413,675 SH   SOLE   0 0 413,675
TRIBUNE MEDIA COMPANY COM 896047503 212,626 5,215,261 SH   SOLE   3,182,490 0 2,032,771
TRIMBLE INC COM 896239100 421,723 11,822,914 SH   SOLE   3,654,394 0 8,168,520
TRONC INC COM 89703P107 45,578 3,535,931 SH   SOLE   3,240,731 0 295,200
TUESDAY MORNING CORP. COM 899035505 4,220 2,221,000 SH   SOLE   1,611,000 0 610,000
TYSON FOODS COM 902494103 33,263 531,100 SH   SOLE   370,000 0 161,100
UNION PACIFIC CORP. COM 907818108 351,597 3,228,325 SH   SOLE   53,250 0 3,175,075
UNITED CONTL HLDGS INC COM 910047109 1,674,523 22,252,803 SH   SOLE   6,827,948 0 15,424,855
UNITED PARCEL SVC INC. COM 911312106 421,896 3,814,960 SH   SOLE   700,534 0 3,114,426
UNITED TECHNOLOGIES CORP. COM 913017109 170,783 1,398,600 SH   SOLE   56,000 0 1,342,600
UNIVERSAL DISPLAY CORP COM 91347P105 109,682 1,003,950 SH   SOLE   744,125 0 259,825
US BANCORP DEL COM 902973304 267,097 5,144,400 SH   SOLE   394,950 0 4,749,450
V F CORP COM 918204108 89,436 1,552,700 SH   SOLE   310,000 0 1,242,700
VISA COM 92826C839 715,917 7,634,006 SH   SOLE   1,781,587 0 5,852,419
VMWARE COM 928563402 155,358 1,776,937 SH   SOLE   940,562 0 836,375
WATERS CORP COM 941848103 67,103 365,007 SH   SOLE   111,190 0 253,817
WELLS FARGO & CO. COM 949746101 1,029,760 18,584,377 SH   SOLE   4,447,647 0 14,136,730
WESTERN DIGITAL CORP COM 958102105 99,595 1,124,096 SH   SOLE   317,001 0 807,095
WHIRLPOOL CP COM 963320106 147,936 772,028 SH   SOLE   122,639 0 649,389
XENCOR COM 98401F105 129,219 6,121,243 SH   SOLE   4,682,218 0 1,439,025
ZIMMER BIOMET HOLDINGS COM 98956P102 85,463 665,600 SH   SOLE   127,000 0 538,600