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 1,920 44,000 SH   SOLE   0 0 44,000
ABAXIS COM 002567105 99,047 2,218,300 SH   SOLE   2,066,300 0 152,000
ABBOTT LABORATORIES COM 002824100 784,688 14,705,543 SH   SOLE   5,002,820 0 9,702,723
ABBVIE INC. COM 00287Y109 4,798 54,000 SH   SOLE   12,882 0 41,118
ABIOMED INC. COM 003654100 711,136 4,217,890 SH   SOLE   3,699,673 0 518,217
ACCURAY INC. COM 004397105 21,330 5,332,500 SH   SOLE   4,434,500 0 898,000
ACTIVISION BLIZZARD COM 00507V109 576,774 8,940,850 SH   SOLE   1,799,125 0 7,141,725
ADIENT PLC COM G0084W101 9,539 113,570 SH   SOLE   13,000 0 100,570
ADOBE SYS INC COM 00724F101 3,571,057 23,937,905 SH   SOLE   4,223,051 0 19,714,854
ADVANSIX INC COM 00773T101 688 17,320 SH   SOLE   2,320 0 15,000
ADVERUM BIOTECHNOLOGIES COM 00773U108 1,768 484,500 SH   SOLE   453,100 0 31,400
AECOM COM 00766T100 487,375 13,240,280 SH   SOLE   7,769,054 0 5,471,226
AGILENT TECHNOLOGIES COM 00846U101 313,932 4,889,900 SH   SOLE   2,596,290 0 2,293,610
AIR CANADA CL A COM 008911877 3,157 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 1,771,740 18,641,147 SH   SOLE   2,721,253 0 15,919,894
ALASKA AIRGROUP INC. COM 011659109 460,602 6,039,100 SH   SOLE   941,700 0 5,097,400
ALIBABA GROUP HOLDING COM 01609W102 2,668,611 15,451,398 SH   SOLE   3,508,450 0 11,942,948
ALKERMES COM G01767105 666,507 13,109,895 SH   SOLE   8,575,868 0 4,534,027
ALLEGIANT TRAVEL CO COM 01748X102 5,729 43,500 SH   SOLE   24,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,276,094 2,337,524 SH   SOLE   417,564 0 1,919,960
ALPHABET INC CLASS C COM 02079k107 2,220,870 2,315,553 SH   SOLE   391,850 0 1,923,703
ALTABA INC. COM 021346101 388,897 5,871,030 SH   SOLE   3,051,880 0 2,819,150
ALTRIA GROUP INC. COM 02209S103 11,087 174,824 SH   SOLE   150,000 0 24,824
AMAZON.COM INC COM 023135106 287,519 299,078 SH   SOLE   4,400 0 294,678
AMERICAN AIRLINES GROUP COM 02376R102 2,423,725 51,036,539 SH   SOLE   18,500,414 0 32,536,125
AMERICAN EXPRESS CO. COM 025816109 47,464 524,700 SH   SOLE   75,000 0 449,700
AMGEN INC. COM 031162100 4,150,257 22,259,358 SH   SOLE   3,852,659 0 18,406,699
ANALOG DEVICES COM 032654105 419,957 4,873,590 SH   SOLE   1,172,300 0 3,701,290
APPLE INC COM 037833100 141,559 918,500 SH   SOLE   0 0 918,500
APPLIED MATERIALS COM 038222105 225,092 4,321,207 SH   SOLE   2,479,552 0 1,841,655
ARBUTUS BIOPHARMA CORP COM 03879J100 24,740 3,990,400 SH   SOLE   3,990,400 0 0
ARISTA NETWORKS COM 040413106 341 1,800 SH   SOLE   0 0 1,800
ARMSTRONG WORLD INDS INC COM 04247X102 2,409 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 23,031 9,400,500 SH   SOLE   8,493,000 0 907,500
ASML HOLDING NV COM N07059210 291,730 1,704,030 SH   SOLE   413,571 0 1,290,459
ASTRAZENECA COM 046353108 1,471,596 43,435,530 SH   SOLE   11,461,826 0 31,973,704
AT&T INC. COM 00206R102 415,979 10,619,831 SH   SOLE   465,537 0 10,154,294
AUTOZONE INC. COM 053332102 12,735 21,400 SH   SOLE   0 0 21,400
AVIS BUDGET GROUP COM 053774105 18,269 480,000 SH   SOLE   400,000 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 91,929 3,361,200 SH   SOLE   2,947,000 0 414,200
AXON ENTERPRISE INC COM 05464C101 13,569 598,537 SH   SOLE   443,537 0 155,000
AXOVANT SCIENCES COM G0750W104 23,466 3,410,800 SH   SOLE   3,115,306 0 295,494
BANKAMERICA CORP NEW COM 060505104 222,270 8,771,506 SH   SOLE   1,426,300 0 7,345,206
BARRACUDA NETWORKS INC COM 068323104 16,355 675,000 SH   SOLE   675,000 0 0
BED BATH & BEYOND INC. COM 075896100 30,875 1,315,526 SH   SOLE   127,545 0 1,187,981
BEIGENE LTD ADR COM 07725L102 30,211 292,005 SH   SOLE   246,347 0 45,658
BIOGEN INC. COM 09062X103 4,763,468 15,212,914 SH   SOLE   1,973,409 0 13,239,505
BIOMARIN PHARMA COM 09061G101 897,069 9,638,644 SH   SOLE   3,135,851 0 6,502,793
BIOVERATIV INC COM 09075E100 436,185 7,642,976 SH   SOLE   991,395 0 6,651,581
BLACKBERRY LTD COM 09228F103 831,238 74,350,445 SH   SOLE   45,191,388 0 29,159,057
BLUE BUFFALO COM 09531U102 13,067 460,900 SH   SOLE   275,900 0 185,000
BOEING CO. COM 097023105 319,008 1,254,900 SH   SOLE   58,400 0 1,196,500
BOOT BARN HOLDINGS COM 099406100 7,342 825,000 SH   SOLE   825,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,230,048 42,168,267 SH   SOLE   3,247,788 0 38,920,479
BRISTOL-MYERS SQUIBB COM 110122108 406,336 6,374,900 SH   SOLE   1,653,500 0 4,721,400
BROCADE COMM SYS COM 111621306 3,585 300,000 SH   SOLE   300,000 0 0
CABOT CORP COM 127055101 6,975 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 68,509 2,561,100 SH   SOLE   685,150 0 1,875,950
CALAVO GROWERS COM 128246105 3,294 45,000 SH   SOLE   14,000 0 31,000
CARMAX INC. COM 143130102 1,164,285 15,357,938 SH   SOLE   7,687,566 0 7,670,372
CARNIVAL CORP COM 143658300 1,342,327 20,788,709 SH   SOLE   6,636,666 0 14,152,043
CARTER'S COM 146229109 2,484 25,150 SH   SOLE   0 0 25,150
CATERPILLAR INC DEL COM 149123101 1,202,739 9,644,283 SH   SOLE   2,408,792 0 7,235,491
CBS CORPORATION COM 124857202 98,681 1,701,399 SH   SOLE   534,800 0 1,166,599
CELANESE CORP COM 150870103 21,996 210,950 SH   SOLE   50,000 0 160,950
CERNER CORP COM 156782104 1,384 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 21,294 7,800,000 SH   SOLE   7,800,000 0 0
CHARLES RIVER LAB COM 159864107 46,038 426,200 SH   SOLE   17,000 0 409,200
CHARTER COMMUNICATIONS COM 16119P108 58,293 160,400 SH   SOLE   0 0 160,400
CHEGG INC COM 163092109 158,991 10,713,656 SH   SOLE   8,224,528 0 2,489,128
CHUBB LIMITED COM H1467J104 7,994 56,079 SH   SOLE   0 0 56,079
CIRCOR CORP COM 17273K109 19,595 360,000 SH   SOLE   336,000 0 24,000
CISCO SYSTEMS INC COM 17275R102 926,234 27,541,890 SH   SOLE   7,679,900 0 19,861,990
CITIGROUP INC. COM 172967424 335,932 4,618,263 SH   SOLE   2,430,200 0 2,188,063
CNA FINL CORP COM 126117100 15,854 315,500 SH   SOLE   197,800 0 117,700
COMCAST CORP CABLE COM 20030N101 109,349 2,841,700 SH   SOLE   442,000 0 2,399,700
COMERICA COM 200340107 4,080 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 174,453 6,067,932 SH   SOLE   5,143,160 0 924,772
CONSTELLATION BRANDS INC.-A COM 21036P108 8,444 42,336 SH   SOLE   0 0 42,336
CONSTELLIUM N.V. COM N22035104 12,739 1,242,800 SH   SOLE   729,500 0 513,300
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,686 142,000 SH   SOLE   41,000 0 101,000
CORNING INC COM 219350105 515,775 17,238,456 SH   SOLE   2,056,306 0 15,182,150
COVANTA HOLDINGS CORP COM 22282E102 2,524 170,000 SH   SOLE   0 0 170,000
CRAY INC COM 225223304 3,170 163,000 SH   SOLE   163,000 0 0
CREE INC. COM 225447101 236,401 8,385,989 SH   SOLE   3,885,529 0 4,500,460
CROWN HOLDINGS INC. COM 228368106 6,091 102,000 SH   SOLE   2,000 0 100,000
CSX CORP. COM 126408103 212,398 3,914,450 SH   SOLE   526,275 0 3,388,175
CURTISS WRIGHT COM 231561101 123,849 1,184,700 SH   SOLE   690,400 0 494,300
CVS HEALTH CORP COM 126650100 274,009 3,369,520 SH   SOLE   605,120 0 2,764,400
DEERE & CO COM 244199105 693,460 5,521,619 SH   SOLE   1,422,919 0 4,098,700
DELL TECHNOLOGIES INC COM 24703L103 234,470 3,036,785 SH   SOLE   812,746 0 2,224,039
DELTA AIR LINES DEL COM 247361702 1,353,115 28,061,274 SH   SOLE   8,224,894 0 19,836,380
DESCARTES SYS GRP INC COM 249906108 125,361 4,583,590 SH   SOLE   184,490 0 4,399,100
DEXTERA SURGICAL INC COM 252366109 166 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA CL A COM 00BRF12N3 39,619 9,451,000 SH   SOLE   8,921,000 0 530,000
DHX MEDIA CL B COM 00BRF12P5 629 150,000 SH   SOLE   150,000 0 0
DIEBOLD NIXDORF COM 253651103 15,424 675,000 SH   SOLE   675,000 0 0
DIGIMARC COM 25381B101 15,116 413,000 SH   SOLE   413,000 0 0
DISCOVER FIN SVCS COM 254709108 629,305 9,759,692 SH   SOLE   4,488,503 0 5,271,189
DISNEY WALT CO. COM 254687106 508,488 5,158,649 SH   SOLE   540,900 0 4,617,749
DOWDUPONT INC COM 26078J100 186,986 2,700,943 SH   SOLE   1,008,554 0 1,692,389
DXC TECHNOLOGIES CO COM 23355L106 441,775 5,144,097 SH   SOLE   1,525,235 0 3,618,862
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 558,417 12,804,795 SH   SOLE   7,906,166 0 4,898,629
EBAY INC. COM 278642103 348,832 9,070,000 SH   SOLE   4,346,900 0 4,723,100
EDWARDS LIFE COM 28176E108 57,431 525,400 SH   SOLE   0 0 525,400
ELECTRONIC ARTS INC. COM 285512109 149,496 1,266,275 SH   SOLE   461,825 0 804,450
ELLIE MAE COM 28849P100 274,142 3,337,904 SH   SOLE   3,144,654 0 193,250
ENTEGRIS INC COM 29362U104 146,148 5,065,781 SH   SOLE   416,647 0 4,649,134
EOG RESOURCES INC. COM 26875P101 211,892 2,190,325 SH   SOLE   164,200 0 2,026,125
EPIZYME COM 29428V104 157,472 8,266,227 SH   SOLE   7,741,727 0 524,500
ERICSSON COM 294821608 484,206 84,209,679 SH   SOLE   26,005,075 0 58,204,604
ESTERLINE TECHNOLOGIES COM 297425100 9,772 108,399 SH   SOLE   9,700 0 98,699
EXACT SCIENCES CORP COM 30063p105 194,921 4,136,700 SH   SOLE   3,585,000 0 551,700
EXXON MOBIL CORP. COM 30231G102 7,788 95,000 SH   SOLE   95,000 0 0
FARO TECHNOLOGIES INC. COM 311642102 70,590 1,845,500 SH   SOLE   1,558,322 0 287,178
FEDEX CORP COM 31428X106 3,516,570 15,589,017 SH   SOLE   1,990,069 0 13,598,948
FLEX LTD COM Y2573F102 875,035 52,808,386 SH   SOLE   23,235,093 0 29,573,293
FLEX PHARMA COM 33938A105 5,729 1,680,000 SH   SOLE   1,341,900 0 338,100
FLUIDIGM CORP. COM 34385P108 29,107 5,775,143 SH   SOLE   3,850,032 0 1,925,111
FORMFACTOR INC COM 346375108 78,732 4,672,518 SH   SOLE   1,642,518 0 3,030,000
FRANCESCA'S HOLDINGS COM 351793104 773 105,000 SH   SOLE   0 0 105,000
GENERAL DYNAMICS CORP COM 369550108 24,258 118,000 SH   SOLE   0 0 118,000
GILDAN ACTIVEWEAR COM 375916103 56,823 1,816,600 SH   SOLE   686,500 0 1,130,100
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 43,667 1,075,535 SH   SOLE   474,135 0 601,400
GREIF CL A COM 397624107 5,854 100,000 SH   SOLE   0 0 100,000
GREIF CL B COM 397624206 2,249 35,000 SH   SOLE   0 0 35,000
HABIT BURGER COM 40449J103 2,218 170,000 SH   SOLE   60,000 0 110,000
HAWAIIAN HOLDINGS INC. COM 419879101 24,081 641,300 SH   SOLE   641,300 0 0
HERC HOLDINGS INC COM 42704L104 15,168 308,740 SH   SOLE   52,233 0 256,507
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,329,105 90,353,807 SH   SOLE   31,537,461 0 58,816,346
HILTON GRAND VACATIONS COM 43283X105 1,343 34,760 SH   SOLE   0 0 34,760
HILTON WORLDWIDE HOLDINGS COM 43300A203 60,850 876,164 SH   SOLE   125,000 0 751,164
HONEYWELL INTL. INC. COM 438516106 454,644 3,207,590 SH   SOLE   320,950 0 2,886,640
HP INC. COM 40434L105 1,263,987 63,326,025 SH   SOLE   18,915,936 0 44,410,089
HUBSPOT INC COM 443573100 44,450 528,850 SH   SOLE   486,050 0 42,800
IDEX CORP COM 45167R104 96,465 794,150 SH   SOLE   321,740 0 472,410
ILLUMINA INC COM 452327109 379,123 1,903,230 SH   SOLE   599,630 0 1,303,600
IMAX CORP. COM 45245E109 142,906 6,309,300 SH   SOLE   5,528,900 0 780,400
IMMUNOGEN COM 45253H101 29,248 3,823,300 SH   SOLE   2,725,000 0 1,098,300
INSULET CORP. COM 45784P101 273,151 4,959,172 SH   SOLE   4,584,477 0 374,695
INTEL CORP COM 458140100 756,284 19,860,410 SH   SOLE   4,933,708 0 14,926,702
INTUIT INC COM 461202103 768,921 5,409,600 SH   SOLE   756,500 0 4,653,100
IROBOT CORP COM 462726100 9,864 128,000 SH   SOLE   107,000 0 21,000
JABIL CIRCUIT COM 466313103 106,315 3,723,825 SH   SOLE   2,117,325 0 1,606,500
JACOBS ENGR GROUP DEL COM 469814107 484,052 8,307,047 SH   SOLE   4,374,963 0 3,932,084
JET BLUE AIRWAYS COM 477143101 373,591 20,161,408 SH   SOLE   10,431,645 0 9,729,763
JOHNSON & JOHNSON COM 478160104 120,158 924,225 SH   SOLE   156,100 0 768,125
JPMORGAN CHASE & CO. COM 46625H100 2,229,778 23,346,018 SH   SOLE   6,629,408 0 16,716,610
KEYSIGHT TECHNOLOGIES COM 49338L103 221,372 5,313,775 SH   SOLE   2,976,285 0 2,337,490
KIRBY CORP. COM 497266106 237 3,600 SH   SOLE   3,600 0 0
KLA-TENCOR CORP. COM 482480100 1,353,677 12,770,536 SH   SOLE   3,358,730 0 9,411,806
L BRANDS INC. COM 501797104 805,091 19,348,495 SH   SOLE   5,140,826 0 14,207,669
LAS VEGAS SANDS CORP. COM 517834107 163,158 2,542,981 SH   SOLE   1,252,481 0 1,290,500
LILLY ELI & CO COM 532457108 4,763,083 55,682,522 SH   SOLE   12,257,313 0 43,425,209
LIONS GATE ENT CL-A COM 535919401 66,324 1,982,786 SH   SOLE   1,848,186 0 134,600
LIONS GATE ENT CL-B COM 535919500 93,151 2,930,200 SH   SOLE   2,802,500 0 127,700
LOWES COS INC COM 548661107 69,644 871,200 SH   SOLE   0 0 871,200
LYONDELLBASELL INDUSTRIES COM N53745100 6,438 65,000 SH   SOLE   25,000 0 40,000
MARKETAXESS HLDGS INC. COM 57060D108 168,258 911,920 SH   SOLE   839,720 0 72,200
MARRIOTT INTERNATIONAL COM 571903202 85,551 775,900 SH   SOLE   6,200 0 769,700
MARRONE BIO INNOVATIONS COM 57165B106 3,054 2,655,600 SH   SOLE   2,325,000 0 330,600
MARSH & MCLENNAN COS. COM 571748102 836,593 9,982,020 SH   SOLE   1,611,373 0 8,370,647
MASTERCARD INC CL A COM 57636Q104 158,116 1,119,800 SH   SOLE   0 0 1,119,800
MATSON INC. COM 57686G105 5,629 199,761 SH   SOLE   199,761 0 0
MATTEL INC COM 577081102 569,397 36,782,730 SH   SOLE   11,195,964 0 25,586,766
MAXLINEAR INC COM 57776J100 15,718 661,809 SH   SOLE   600,900 0 60,909
MCDONALDS CORP. COM 580135101 1,567 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 719,840 9,256,010 SH   SOLE   1,369,020 0 7,886,990
MERCK & COMPANY COM 58933Y105 347,446 5,426,300 SH   SOLE   3,040,100 0 2,386,200
MERCURY GENERAL CORP COM 589400100 15,964 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 107,814 3,308,200 SH   SOLE   1,773,600 0 1,534,600
MICRO FOCUS INTL PLC ADR COM 594837304 414,851 13,004,729 SH   SOLE   5,681,378 0 7,323,350
MICRON TECHNOLOGY INC COM 595112103 2,304,022 58,581,800 SH   SOLE   15,964,400 0 42,617,400
MICROSOFT CORP. COM 594918104 3,437,222 46,143,405 SH   SOLE   7,615,657 0 38,527,748
MINDBODY INC COM 60255W105 17,355 671,377 SH   SOLE   543,877 0 127,500
MOMENTA PHARMACEUTICALS COM 60877T100 52,520 2,838,900 SH   SOLE   2,470,583 0 368,317
MONSANTO CO. COM 61166W101 1,314,338 10,969,267 SH   SOLE   1,464,858 0 9,504,409
NATIONAL OILWELL VARCO COM 637071101 23,719 663,845 SH   SOLE   116,400 0 547,445
NCI BUILDING SYSTEMS COM 628852204 10,717 687,000 SH   SOLE   622,000 0 65,000
NEKTAR THERAPEUTICS COM 640268108 555,413 23,142,222 SH   SOLE   20,652,486 0 2,489,736
NETAPP INC. COM 64110D104 1,761,909 40,262,995 SH   SOLE   12,982,370 0 27,280,625
NETFLIX COM 64110L106 6,855 37,800 SH   SOLE   5,300 0 32,500
NEWELL BRANDS INC COM 651229106 123,839 2,902,260 SH   SOLE   1,218,000 0 1,684,260
NN INC COM 629337106 56,993 1,965,285 SH   SOLE   1,546,200 0 419,085
NOBLE ENERGY INC. COM 655044105 63,767 2,248,500 SH   SOLE   19,900 0 2,228,600
NORFOLK SOUTHERN COM 655844108 36,366 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 255,014 2,774,007 SH   SOLE   773,300 0 2,000,707
NORWEGIAN CRUISE LINES COM G66721104 265,298 4,908,375 SH   SOLE   2,874,700 0 2,033,675
NOVARTIS AG ADR COM 66987V109 1,885,675 21,964,764 SH   SOLE   3,467,524 0 18,497,240
NUANCE COMMUNICATIONS COM 67020Y100 170,315 10,834,299 SH   SOLE   6,770,636 0 4,063,663
NUTANIX COM 67059N108 22,050 984,832 SH   SOLE   745,582 0 239,250
NUVASIVE INC. COM 670704105 46,320 835,200 SH   SOLE   690,000 0 145,200
NVIDIA CORP. COM 67066G104 2,623,031 14,672,660 SH   SOLE   2,714,370 0 11,958,290
OLD DOMINION FREIGHT LINES COM 679580100 55,628 505,200 SH   SOLE   22,000 0 483,200
ONCOMED PHARMACEUTICALS COM 68234X102 25,158 5,565,900 SH   SOLE   3,762,300 0 1,803,600
ORACLE CORP. COM 68389X105 331,471 6,855,650 SH   SOLE   276,825 0 6,578,825
ORASURE TECHNOLOGIES COM 68554V108 28,327 1,259,000 SH   SOLE   1,140,000 0 119,000
OSI SYSTEMS COM 671044105 38,768 424,300 SH   SOLE   381,200 0 43,100
PARK HOTELS & RESORTS COM 700517105 1,841 66,800 SH   SOLE   0 0 66,800
PAYPAL HOLDINGS INC COM 70450Y103 290,619 4,538,800 SH   SOLE   1,926,000 0 2,612,800
PENTAIR PLC COM G7S00T104 100,071 1,472,500 SH   SOLE   144,200 0 1,328,300
PENUMBRA COM 70975L107 5,188 57,450 SH   SOLE   14,600 0 42,850
PEPSICO INC COM 713448108 22,286 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 240 8,500 SH   SOLE   0 0 8,500
PERKIN ELMER COM 714046109 230,214 3,337,885 SH   SOLE   1,955,695 0 1,382,190
PFENEX INC COM 717071104 7,116 2,356,400 SH   SOLE   2,297,100 0 59,300
PHILIP MORRIS INTL INC COM 718172109 13,663 123,075 SH   SOLE   100,000 0 23,075
PIONEER NATURAL RES CO COM 723787107 2,434 16,500 SH   SOLE   0 0 16,500
PLANTRONICS INC NEW COM 727493108 216,915 4,905,350 SH   SOLE   82,500 0 4,822,850
POTASH CORP SASK INC COM 73755L107 12,254 636,900 SH   SOLE   0 0 636,900
PRAXAIR INC. COM 74005P104 208,907 1,494,970 SH   SOLE   262,270 0 1,232,700
PROGRESSIVE CORP. COM 743315103 233,302 4,818,302 SH   SOLE   554,000 0 4,264,302
PUBLIC SVC ENTERPRISE GRP COM 744573106 17,223 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 537,754 17,071,544 SH   SOLE   8,480,696 0 8,590,848
QUALCOMM INCORP. COM 747525103 798,638 15,405,818 SH   SOLE   3,681,464 0 11,724,354
RAMBUS INC DEL COM COM 750917106 77,315 5,791,390 SH   SOLE   675,069 0 5,116,321
RANGE RESOURCES COM 75281A109 1,233 63,000 SH   SOLE   63,000 0 0
REX ENERGY CORP COM 761565506 301 111,400 SH   SOLE   85,000 0 26,400
RITCHIE BROS AUCTION COM 767744105 167,909 5,310,206 SH   SOLE   2,550,531 0 2,759,675
ROCHE HOLDING AG-CHF COM 007110388 2,314,303 9,065,290 SH   SOLE   1,421,564 0 7,643,726
ROCKWELL AUTOMATION COM 773903109 143,855 807,220 SH   SOLE   47,200 0 760,020
ROCKWELL COLLINS INC. COM 774341101 8,614 65,900 SH   SOLE   50,000 0 15,900
ROKU INC COM 77543R102 5,308 200,000 SH   SOLE   61,800 0 138,200
ROSS STORES INC COM 778296103 926,651 14,351,100 SH   SOLE   2,698,100 0 11,653,000
ROYAL CARIBBEAN COM V7780T103 1,290,886 10,889,874 SH   SOLE   4,231,741 0 6,658,133
SAFRAN COM 00B058TZ6 28,097 275,000 SH   SOLE   125,000 0 150,000
SALESFORCE.COM COM 79466L302 63,466 679,360 SH   SOLE   0 0 679,360
SANOFI COM 80105N105 97,888 1,966,014 SH   SOLE   354,000 0 1,612,014
SCHLUMBERGER LTD COM 806857108 264,329 3,789,126 SH   SOLE   672,862 0 3,116,264
SCHWAB CHARLES CORP COM 808513105 1,646,918 37,652,456 SH   SOLE   8,120,738 0 29,531,718
SEATTLE GENETICS COM 812578102 695,329 12,779,425 SH   SOLE   9,623,750 0 3,155,675
SERVICESOURCE COM 81763U100 44,890 12,974,083 SH   SOLE   8,662,550 0 4,311,533
SHUTTERFLY COM 82568P304 245,284 5,059,482 SH   SOLE   4,375,427 0 684,055
SIEMENS COM 005727973 308,700 2,191,000 SH   SOLE   480,000 0 1,711,000
SIGNET JEWELERS COM G81276100 6,455 97,000 SH   SOLE   0 0 97,000
SKECHERS USA INC COM 830566105 1,455 58,000 SH   SOLE   50,000 0 8,000
SONY CORP ADR NEW COM 835699307 1,646,111 44,084,391 SH   SOLE   19,200,341 0 24,884,050
SOUTHWEST AIRLS CO COM 844741108 3,969,031 70,900,870 SH   SOLE   12,872,003 0 58,028,867
SOUTHWESTERN ENERGY CO COM 845467109 65,346 10,694,850 SH   SOLE   5,362,475 0 5,332,375
SPECTRUM PHARMACEUTICALS COM 84763A108 56,364 4,006,000 SH   SOLE   3,753,900 0 252,100
SPIRIT AIRLINES COM 848577102 29,331 877,924 SH   SOLE   460,700 0 417,224
SPLUNK COM 848637104 354,470 5,335,998 SH   SOLE   3,060,200 0 2,275,798
SPRINT CORP. COM 85207U105 284,480 36,565,500 SH   SOLE   24,110,000 0 12,455,500
STRATASYS LTD COM M85548101 170,378 7,369,300 SH   SOLE   7,019,300 0 350,000
STRYKER CORP. COM 863667101 32,310 227,500 SH   SOLE   2,000 0 225,500
T-MOBILE US INC. COM 872590104 20,903 339,000 SH   SOLE   0 0 339,000
TEMPUR SEALY COM 88023U101 8,420 130,500 SH   SOLE   100,000 0 30,500
TERADYNE COM 880770102 65,208 1,748,664 SH   SOLE   947,307 0 801,357
TESLA INC. COM 88160R101 372,256 1,091,340 SH   SOLE   389,015 0 702,325
TEXAS INSTRS. INC. COM 882508104 3,594,002 40,093,736 SH   SOLE   5,996,832 0 34,096,904
TEXTRON INC. COM 883203101 192,123 3,565,766 SH   SOLE   495,400 0 3,070,366
THE CME GROUP COM 12572Q105 274,448 2,022,756 SH   SOLE   768,134 0 1,254,622
THE RUBICON PROJECT COM 78112V102 6,643 1,707,800 SH   SOLE   1,618,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 983,893 5,200,280 SH   SOLE   1,143,750 0 4,056,530
TJX COS INC NEW COM 872540109 877,969 11,907,896 SH   SOLE   657,500 0 11,250,396
TRANSDIGM GROUP COM 893641100 43,537 170,300 SH   SOLE   4,500 0 165,800
TRANSOCEAN LTD COM H8817H100 154,299 14,340,057 SH   SOLE   4,022,382 0 10,317,675
TRAVELERS COMPANIES INC. COM 89417E109 52,154 425,675 SH   SOLE   0 0 425,675
TRIBUNE MEDIA COMPANY COM 896047503 203,386 4,977,643 SH   SOLE   3,173,750 0 1,803,893
TRIMBLE INC COM 896239100 437,253 11,140,206 SH   SOLE   3,603,106 0 7,537,100
TRONC INC COM 89703P107 50,968 3,507,781 SH   SOLE   3,225,581 0 282,200
TUESDAY MORNING CORP. COM 899035505 7,069 2,209,000 SH   SOLE   1,599,000 0 610,000
TYSON FOODS COM 902494103 37,416 531,100 SH   SOLE   370,000 0 161,100
UNION PACIFIC CORP. COM 907818108 250,974 2,164,125 SH   SOLE   52,750 0 2,111,375
UNITED CONTL HLDGS INC COM 910047109 1,356,028 22,273,786 SH   SOLE   6,906,396 0 15,367,390
UNITED PARCEL SVC INC. COM 911312106 450,849 3,754,260 SH   SOLE   697,334 0 3,056,926
UNITED TECHNOLOGIES CORP. COM 913017109 86,897 748,600 SH   SOLE   56,000 0 692,600
UNIVERSAL DISPLAY CORP COM 91347P105 101,721 789,450 SH   SOLE   611,200 0 178,250
US BANCORP DEL COM 902973304 272,023 5,076,000 SH   SOLE   394,950 0 4,681,050
V F CORP COM 918204108 98,705 1,552,700 SH   SOLE   310,000 0 1,242,700
VISA COM 92826C839 774,254 7,357,031 SH   SOLE   1,757,712 0 5,599,319
VMWARE COM 928563402 185,450 1,698,412 SH   SOLE   937,562 0 760,850
WATERS CORP COM 941848103 61,878 344,687 SH   SOLE   109,420 0 235,267
WELLS FARGO & CO. COM 949746101 1,014,690 18,398,727 SH   SOLE   4,437,397 0 13,961,330
WESTERN DIGITAL CORP COM 958102105 92,434 1,069,843 SH   SOLE   307,852 0 761,991
WHIRLPOOL CP COM 963320106 236,133 1,280,271 SH   SOLE   196,439 0 1,083,832
XENCOR COM 98401F105 140,521 6,130,943 SH   SOLE   4,681,918 0 1,449,025
ZIMMER BIOMET HOLDINGS COM 98956P102 77,408 661,100 SH   SOLE   126,300 0 534,800