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
ABAXIS COM 002567105 156,515 2,216,300 SH   SOLE   2,066,300 0 150,000
ABBOTT LABORATORIES COM 002824100 867,672 14,480,510 SH   SOLE   4,786,647 0 9,693,863
ABBVIE INC. COM 00287Y109 1,325 14,000 SH   SOLE   0 0 14,000
ABIOMED INC. COM 003654100 1,112,365 3,822,690 SH   SOLE   3,369,973 0 452,717
ACCURAY INC. COM 004397105 26,622 5,324,500 SH   SOLE   4,434,500 0 890,000
ACTIVISION BLIZZARD COM 00507V109 582,092 8,628,700 SH   SOLE   1,601,025 0 7,027,675
ACUITY BRANDS COM 00508Y102 7,934 57,000 SH   SOLE   0 0 57,000
ADIENT PLC COM G0084W101 6,787 113,570 SH   SOLE   13,000 0 100,570
ADOBE SYS INC COM 00724F101 4,689,396 21,702,128 SH   SOLE   3,615,463 0 18,086,665
ADVANSIX INC COM 00773T101 602 17,320 SH   SOLE   2,320 0 15,000
ADVERUM BIOTECHNOLOGIES COM 00773U108 2,920 503,400 SH   SOLE   472,100 0 31,300
AECOM COM 00766T100 495,836 13,916,248 SH   SOLE   8,371,647 0 5,544,601
AGILENT TECHNOLOGIES COM 00846U101 317,017 4,738,670 SH   SOLE   2,456,620 0 2,282,050
AIR CANADA CL A COM 008911877 3,118 150,100 SH   SOLE   0 0 150,100
AIRBUS GROUP COM 004012250 2,157,870 18,703,261 SH   SOLE   2,581,806 0 16,121,455
ALASKA AIRGROUP INC. COM 011659109 371,841 6,001,307 SH   SOLE   889,607 0 5,111,700
ALIBABA GROUP HOLDING COM 01609W102 2,797,378 15,241,243 SH   SOLE   3,292,375 0 11,948,868
ALKERMES COM G01767105 1,350,024 23,292,333 SH   SOLE   15,086,568 0 8,205,765
ALLEGIANT TRAVEL CO COM 01748X102 7,506 43,500 SH   SOLE   24,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,357,302 2,272,887 SH   SOLE   364,265 0 1,908,622
ALPHABET INC CLASS C COM 02079k107 2,319,058 2,247,607 SH   SOLE   343,668 0 1,903,939
ALTABA INC. COM 021346101 433,177 5,850,583 SH   SOLE   3,037,233 0 2,813,350
ALTAIR ENGINEERING COM 021369103 31,749 1,012,400 SH   SOLE   698,400 0 314,000
ALTRIA GROUP INC. COM 02209S103 32,918 528,204 SH   SOLE   500,000 0 28,204
AMAZON.COM INC COM 023135106 446,473 308,478 SH   SOLE   2,100 0 306,378
AMERICAN AIRLINES GROUP COM 02376R102 2,749,940 52,924,171 SH   SOLE   18,454,183 0 34,469,988
AMERICAN EXPRESS CO. COM 025816109 48,216 516,900 SH   SOLE   75,000 0 441,900
AMGEN INC. COM 031162100 3,655,491 21,442,344 SH   SOLE   3,454,120 0 17,988,224
ANALOG DEVICES COM 032654105 472,888 5,189,155 SH   SOLE   1,235,095 0 3,954,060
APPLE INC COM 037833100 143,469 855,100 SH   SOLE   0 0 855,100
APPLIED MATERIALS COM 038222105 237,717 4,274,710 SH   SOLE   2,433,655 0 1,841,055
ARBUTUS BIOPHARMA CORP COM 03879J100 20,002 4,000,400 SH   SOLE   4,000,400 0 0
ARISTA NEETWORKS COM 040413106 1,545 6,050 SH   SOLE   1,500 0 4,550
ARMSTRONG WORLD INDS INC COM 04247X102 2,646 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 18,418 9,163,000 SH   SOLE   8,493,000 0 670,000
ASML HOLDING NV COM N07059210 322,368 1,623,531 SH   SOLE   370,972 0 1,252,559
ASTRAZENECA COM 046353108 1,803,243 51,565,438 SH   SOLE   15,004,038 0 36,561,400
AT&T INC. COM 00206R102 3,601 101,008 SH   SOLE   0 0 101,008
AUTODESK INC. COM 052769106 10,800 86,000 SH   SOLE   0 0 86,000
AVIS BUDGET GROUP COM 053774105 22,483 480,000 SH   SOLE   400,000 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 71,554 2,908,700 SH   SOLE   2,510,000 0 398,700
AXON ENTERPRISE INC COM 05464C101 23,665 602,000 SH   SOLE   462,000 0 140,000
AXOVANT SCIENCES COM G0750W104 1,575 1,184,300 SH   SOLE   889,000 0 295,300
BANKAMERICA CORP NEW COM 060505104 402,365 13,416,627 SH   SOLE   2,095,766 0 11,320,861
BED BATH & BEYOND INC. COM 075896100 25,794 1,228,850 SH   SOLE   92,169 0 1,136,681
BEIGENE LTD ADR COM 07725L102 144,060 857,499 SH   SOLE   724,647 0 132,852
BIOGEN INC. COM 09062X103 4,094,494 14,953,231 SH   SOLE   1,808,655 0 13,144,576
BIOMARIN PHARMA COM 09061G101 1,116,053 13,766,539 SH   SOLE   3,994,056 0 9,772,483
BLACKBERRY LTD COM 09228F103 841,152 73,143,672 SH   SOLE   43,991,315 0 29,152,357
BLUE BUFFALO COM 09531U102 16,967 426,200 SH   SOLE   274,900 0 151,300
BOEING CO. COM 097023105 389,711 1,188,579 SH   SOLE   50,879 0 1,137,700
BOOT BARN HOLDINGS COM 099406100 14,627 825,000 SH   SOLE   825,000 0 0
BOOZE ALLEN HAMILTON HOLDINGS COM 099502106 13,466 347,773 SH   SOLE   0 0 347,773
BOSTON SCIENTIFIC CORP COM 101137107 1,221,752 44,720,041 SH   SOLE   3,720,886 0 40,999,155
BRISTOL-MYERS SQUIBB COM 110122108 1,039,258 16,430,950 SH   SOLE   4,868,984 0 11,561,966
BURLINGTON STORES COM 122017106 2,636 19,800 SH   SOLE   3,200 0 16,600
CABOT CORP COM 127055101 6,965 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 65,759 2,742,250 SH   SOLE   821,750 0 1,920,500
CALAVO GROWERS COM 128246105 13,369 145,000 SH   SOLE   114,000 0 31,000
CARMAX INC. COM 143130102 814,450 13,149,023 SH   SOLE   6,575,711 0 6,573,312
CARNIVAL CORP COM 143658300 1,326,692 20,230,137 SH   SOLE   6,187,794 0 14,042,343
CATERPILLAR INC DEL COM 149123101 1,397,999 9,485,675 SH   SOLE   2,253,278 0 7,232,397
CBS CORPORATION COM 124857202 91,426 1,779,057 SH   SOLE   649,628 0 1,129,429
CELANESE CORP COM 150870103 21,139 210,950 SH   SOLE   50,000 0 160,950
CERNER CORP COM 156782104 1,125 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 56,444 10,300,000 SH   SOLE   10,300,000 0 0
CHARLES RIVER LAB COM 159864107 45,290 424,300 SH   SOLE   17,000 0 407,300
CHARTER COMMUNICATIONS COM 16119P108 50,822 163,300 SH   SOLE   0 0 163,300
CHEGG INC COM 163092109 207,538 10,045,390 SH   SOLE   7,830,900 0 2,214,490
CHUBB LIMITED COM H1467J104 7,670 56,079 SH   SOLE   0 0 56,079
CIRCOR CORP COM 17273K109 15,294 358,500 SH   SOLE   336,000 0 22,500
CISCO SYSTEMS INC COM 17275R102 1,112,973 25,949,486 SH   SOLE   7,116,504 0 18,832,982
CITIGROUP INC. COM 172967424 368,895 5,465,104 SH   SOLE   2,974,240 0 2,490,864
CNA FINL CORP COM 126117100 15,012 304,200 SH   SOLE   186,700 0 117,500
COMCAST CORP CABLE COM 20030N101 98,341 2,878,000 SH   SOLE   442,000 0 2,436,000
COMERICA COM 200340107 5,132 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 192,186 7,984,458 SH   SOLE   6,807,790 0 1,176,668
CONSTELLATION BRANDS INC.-A COM 21036P108 8,783 38,536 SH   SOLE   0 0 38,536
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,157 142,000 SH   SOLE   41,000 0 101,000
CORNING INC COM 219350105 456,382 16,369,503 SH   SOLE   1,730,653 0 14,638,850
CRAY INC COM 225223304 3,374 163,000 SH   SOLE   163,000 0 0
CREE INC. COM 225447101 332,255 8,242,489 SH   SOLE   3,758,029 0 4,484,460
CSX CORP. COM 126408103 159,436 2,861,900 SH   SOLE   170,000 0 2,691,900
CURTISS WRIGHT COM 231561101 160,301 1,186,800 SH   SOLE   695,400 0 491,400
CVS HEALTH CORP COM 126650100 210,126 3,377,691 SH   SOLE   596,018 0 2,781,673
DEERE & CO COM 244199105 812,622 5,231,921 SH   SOLE   1,332,851 0 3,899,070
DELL TECHNOLOGIES INC COM 24703L103 215,059 2,937,565 SH   SOLE   721,707 0 2,215,858
DELTA AIR LINES DEL COM 247361702 1,540,901 28,113,495 SH   SOLE   8,610,345 0 19,503,150
DESCARTES SYS GRP INC COM 249906108 126,779 4,440,590 SH   SOLE   142,790 0 4,297,800
DEXTERA SURGICAL INC COM 252366109 23 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA CL A COM 00BRF12N3 29,557 10,051,000 SH   SOLE   9,521,000 0 530,000
DIEBOLD NIXDORF COM 253651103 10,395 675,000 SH   SOLE   675,000 0 0
DIGIMARC COM 25381B101 9,891 413,000 SH   SOLE   413,000 0 0
DISCOVER FIN SVCS COM 254709108 851,625 11,839,642 SH   SOLE   5,363,020 0 6,476,622
DISNEY WALT CO. COM 254687106 479,665 4,775,634 SH   SOLE   477,045 0 4,298,589
DOWDUPONT INC COM 26078J100 164,925 2,588,678 SH   SOLE   932,653 0 1,656,025
DXC TECHNOLOGIES CO COM 23355L106 496,417 4,937,998 SH   SOLE   1,413,839 0 3,524,159
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 713,386 12,874,672 SH   SOLE   7,962,343 0 4,912,329
EBAY INC. COM 278642103 365,538 9,083,945 SH   SOLE   4,264,145 0 4,819,800
EDWARDS LIFE COM 28176E108 74,643 535,000 SH   SOLE   0 0 535,000
ELECTRONIC ARTS INC. COM 285512109 143,575 1,184,225 SH   SOLE   437,300 0 746,925
ELLIE MAE COM 28849P100 281,920 3,066,345 SH   SOLE   2,886,295 0 180,050
ENTEGRIS INC COM 29362U104 167,744 4,820,244 SH   SOLE   287,041 0 4,533,203
ENTERCOM COMMS CORP COM 293639100 23,175 2,401,538 SH   SOLE   1,116,909 0 1,284,629
EOG RESOURCES INC. COM 26875P101 227,324 2,159,437 SH   SOLE   132,112 0 2,027,325
EPIZYME COM 29428V104 146,805 8,270,727 SH   SOLE   7,746,227 0 524,500
ERICSSON COM 294821608 727,715 113,705,520 SH   SOLE   28,359,716 0 85,345,804
EXACT SCIENCES CORP COM 30063p105 144,345 3,579,100 SH   SOLE   3,067,900 0 511,200
EXXON MOBIL CORP. COM 30231G102 7,088 95,000 SH   SOLE   95,000 0 0
FACEBOOK INC. COM 30303M102 18,168 113,700 SH   SOLE   0 0 113,700
FARO TECHNOLOGIES INC. COM 311642102 103,660 1,775,000 SH   SOLE   1,498,322 0 276,678
FEDEX CORP COM 31428X106 3,652,686 15,212,552 SH   SOLE   1,793,304 0 13,419,248
FLEX LTD COM Y2573F102 870,291 53,294,000 SH   SOLE   23,418,807 0 29,875,193
FLEX PHARMA COM 33938A105 9,056 1,811,300 SH   SOLE   1,461,900 0 349,400
FLUIDIGM CORP. COM 34385P108 33,796 5,787,043 SH   SOLE   3,861,932 0 1,925,111
FORMFACTOR INC COM 346375108 63,691 4,666,018 SH   SOLE   1,657,518 0 3,008,500
GENERAL DYNAMICS CORP COM 369550108 16,126 73,000 SH   SOLE   0 0 73,000
GILBRALTAR INDUSTRIES COM 374689107 6,685 197,500 SH   SOLE   144,000 0 53,500
GILDAN ACTIVEWEAR COM 375916103 43,176 1,494,500 SH   SOLE   644,500 0 850,000
GLAUKOS COM 377322102 5,611 182,000 SH   SOLE   149,000 0 33,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 40,923 1,047,435 SH   SOLE   471,135 0 576,300
GREIF CL A COM 397624107 3,919 75,000 SH   SOLE   0 0 75,000
GREIF CL B COM 397624206 2,039 35,000 SH   SOLE   0 0 35,000
GTT COMMUNICATIONS COM 362393100 2,268 40,000 SH   SOLE   7,000 0 33,000
HABIT BURGER COM 40449J103 2,869 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 32,179 831,500 SH   SOLE   752,500 0 79,000
HERC HOLDINGS INC COM 42704L104 16,786 258,440 SH   SOLE   1,933 0 256,507
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,693,139 96,530,145 SH   SOLE   33,723,684 0 62,806,461
HILTON GRAND VACATIONS COM 43283X105 1,495 34,760 SH   SOLE   0 0 34,760
HILTON WORLDWIDE HOLDINGS COM 43300A203 67,684 859,365 SH   SOLE   125,000 0 734,365
HONEYWELL INTL. INC. COM 438516106 441,313 3,053,855 SH   SOLE   279,410 0 2,774,445
HP INC. COM 40434L105 1,371,634 62,574,549 SH   SOLE   18,060,343 0 44,514,206
HUBSPOT INC COM 443573100 55,108 508,850 SH   SOLE   466,050 0 42,800
ICF INTERNATIONAL COM 44925C103 6,688 114,419 SH   SOLE   101,417 0 13,002
IDEX CORP COM 45167R104 102,006 715,780 SH   SOLE   298,090 0 417,690
ILLUMINA INC COM 452327109 442,938 1,873,520 SH   SOLE   589,050 0 1,284,470
IMAX CORP. COM 45245E109 120,728 6,287,900 SH   SOLE   5,528,900 0 759,000
IMMUNOGEN COM 45253H101 40,221 3,823,300 SH   SOLE   2,725,000 0 1,098,300
INGEVITY CORP COM 45688C107 1,496 20,300 SH   SOLE   2,900 0 17,400
INSULET CORP. COM 45784P101 429,384 4,953,672 SH   SOLE   4,579,477 0 374,195
INTEL CORP COM 458140100 1,255,957 24,115,922 SH   SOLE   5,621,570 0 18,494,352
INTUIT INC COM 461202103 890,012 5,134,191 SH   SOLE   616,591 0 4,517,600
IROBOT CORP COM 462726100 80,751 1,258,000 SH   SOLE   1,237,000 0 21,000
JABIL CIRCUIT COM 466313103 104,213 3,627,337 SH   SOLE   2,027,637 0 1,599,700
JACOBS ENGR GROUP DEL COM 469814107 489,686 8,278,722 SH   SOLE   4,228,338 0 4,050,384
JET BLUE AIRWAYS COM 477143101 400,672 19,718,125 SH   SOLE   10,740,622 0 8,977,503
JOHNSON & JOHNSON COM 478160104 116,549 909,475 SH   SOLE   136,702 0 772,773
JPMORGAN CHASE & CO. COM 46625H100 2,558,073 23,261,550 SH   SOLE   6,384,204 0 16,877,346
KEYSIGHT TECHNOLOGIES COM 49338L103 273,031 5,211,505 SH   SOLE   2,915,805 0 2,295,700
KIRBY CORP. COM 497266106 231 3,000 SH   SOLE   3,000 0 0
KLA-TENCOR CORP. COM 482480100 1,353,158 12,413,156 SH   SOLE   3,090,630 0 9,322,526
L BRANDS INC. COM 501797104 738,731 19,333,443 SH   SOLE   4,927,574 0 14,405,869
LAS VEGAS SANDS CORP. COM 517834107 172,055 2,392,981 SH   SOLE   1,252,481 0 1,140,500
LILLY ELI & CO COM 532457108 4,220,285 54,546,783 SH   SOLE   11,117,304 0 43,429,479
LIONS GATE ENT CL-A COM 535919401 51,215 1,982,786 SH   SOLE   1,848,186 0 134,600
LIONS GATE ENT CL-B COM 535919500 70,559 2,930,200 SH   SOLE   2,802,500 0 127,700
LOWES COS INC COM 548661107 3,598 41,000 SH   SOLE   0 0 41,000
MARKETAXESS HLDGS INC. COM 57060D108 181,436 834,420 SH   SOLE   762,220 0 72,200
MARRIOTT INTERNATIONAL COM 571903202 105,160 773,346 SH   SOLE   2,646 0 770,700
MARRONE BIO INNOVATIONS COM 57165B106 5,251 2,625,600 SH   SOLE   2,325,000 0 300,600
MARSH & MCLENNAN COS. COM 571748102 807,713 9,779,786 SH   SOLE   1,438,739 0 8,341,047
MASTERCARD INC CL A COM 57636Q104 213,174 1,217,024 SH   SOLE   17,774 0 1,199,250
MATSON INC. COM 57686G105 5,721 199,761 SH   SOLE   199,761 0 0
MATTEL INC COM 577081102 638,234 48,534,887 SH   SOLE   14,929,814 0 33,605,073
MAXLINEAR INC COM 57776J100 25,704 1,129,848 SH   SOLE   925,481 0 204,367
MCDONALDS CORP. COM 580135101 1,564 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 656,143 8,179,292 SH   SOLE   1,162,894 0 7,016,398
MERCK & COMPANY COM 58933Y105 185,808 3,411,200 SH   SOLE   1,500,000 0 1,911,200
MERCURY GENERAL CORP COM 589400100 12,917 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 123,537 3,527,600 SH   SOLE   1,768,000 0 1,759,600
MICRO FOCUS INTL PLC ADR COM 594837304 202,645 14,433,405 SH   SOLE   6,741,981 0 7,691,424
MICRON TECHNOLOGY INC COM 595112103 3,030,812 58,128,345 SH   SOLE   15,275,534 0 42,852,811
MICROSOFT CORP. COM 594918104 3,827,358 41,934,453 SH   SOLE   6,719,652 0 35,214,801
MINDBODY INC COM 60255W105 25,144 646,377 SH   SOLE   543,877 0 102,500
MOMENTA PHARMACEUTICALS COM 60877T100 52,419 2,888,100 SH   SOLE   2,519,783 0 368,317
MONSANTO CO. COM 61166W101 1,263,297 10,826,092 SH   SOLE   1,312,233 0 9,513,859
MOODY'S CORPORATION COM 615369105 29,195 181,000 SH   SOLE   12,000 0 169,000
NATIONAL OILWELL VARCO COM 637071101 24,172 656,666 SH   SOLE   107,200 0 549,466
NCI BUILDING SYSTEMS COM 628852204 6,372 360,000 SH   SOLE   360,000 0 0
NEKTAR THERAPEUTICS COM 640268108 2,238,037 21,061,895 SH   SOLE   19,201,947 0 1,859,948
NETAPP INC. COM 64110D104 2,443,479 39,608,999 SH   SOLE   12,335,279 0 27,273,720
NETFLIX COM 64110L106 16,894 57,200 SH   SOLE   5,700 0 51,500
NEWELL BRANDS INC COM 651229106 101,972 4,002,060 SH   SOLE   1,673,100 0 2,328,960
NMI HOLDINGS INC. COM 629209305 12,029 726,810 SH   SOLE   716,810 0 10,000
NN INC COM 629337106 57,912 2,412,999 SH   SOLE   1,935,126 0 477,873
NOBLE ENERGY INC. COM 655044105 67,992 2,243,947 SH   SOLE   8,647 0 2,235,300
NORFOLK SOUTHERN COM 655844108 37,339 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 329,584 3,195,807 SH   SOLE   1,015,300 0 2,180,507
NORWEGIAN CRUISE LINES COM G66721104 253,901 4,793,300 SH   SOLE   2,781,750 0 2,011,550
NOVARTIS AG ADR COM 66987V109 1,764,023 21,818,472 SH   SOLE   3,233,002 0 18,585,470
NUANCE COMMUNICATIONS COM 67020Y100 149,529 9,493,879 SH   SOLE   5,448,346 0 4,045,533
NUTANIX COM 67059N108 48,409 985,732 SH   SOLE   745,582 0 240,150
NUVASIVE INC. COM 670704105 43,601 835,100 SH   SOLE   690,000 0 145,100
NVIDIA CORP. COM 67066G104 2,796,212 12,073,975 SH   SOLE   1,994,820 0 10,079,155
OLD DOMINION FREIGHT LINES COM 679580100 29,835 203,000 SH   SOLE   22,000 0 181,000
ONCOMED PHARMACEUTICALS COM 68234X102 17,703 5,566,900 SH   SOLE   3,763,700 0 1,803,200
ORACLE CORP. COM 68389X105 310,793 6,793,288 SH   SOLE   214,325 0 6,578,963
ORASURE TECHNOLOGIES COM 68554V108 21,383 1,266,000 SH   SOLE   1,143,400 0 122,600
OSI SYSTEMS COM 671044105 20,187 309,281 SH   SOLE   266,281 0 43,000
PARK HOTELS & RESORTS COM 700517105 1,805 66,800 SH   SOLE   0 0 66,800
PAYPAL HOLDINGS INC COM 70450Y103 304,742 4,016,640 SH   SOLE   1,687,000 0 2,329,640
PENTAIR PLC COM G7S00T104 100,008 1,467,900 SH   SOLE   144,200 0 1,323,700
PENUMBRA COM 70975L107 6,630 57,330 SH   SOLE   14,600 0 42,730
PEPSICO INC COM 713448108 21,830 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 254 8,500 SH   SOLE   0 0 8,500
PERKIN ELMER COM 714046109 248,981 3,288,185 SH   SOLE   1,867,685 0 1,420,500
PFENEX INC COM 717071104 14,138 2,356,400 SH   SOLE   2,297,100 0 59,300
PHILIP MORRIS INTL INC COM 718172109 17,204 173,075 SH   SOLE   150,000 0 23,075
PIONEER NATURAL RES CO COM 723787107 2,834 16,500 SH   SOLE   0 0 16,500
PLANTRONICS INC NEW COM 727493108 293,441 4,860,702 SH   SOLE   37,852 0 4,822,850
PRAXAIR INC. COM 74005P104 211,308 1,464,369 SH   SOLE   230,569 0 1,233,800
PRESTIGE BRANDS HOLDINGS COM 74112D101 877 26,000 SH   SOLE   0 0 26,000
PROGRESSIVE CORP. COM 743315103 274,671 4,507,979 SH   SOLE   543,677 0 3,964,302
PROS HOLDINGS INC. COM 74346Y103 40,668 1,232,000 SH   SOLE   1,232,000 0 0
PUBLIC SVC ENTERPRISE GRP COM 744573106 18,708 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 525,155 16,253,626 SH   SOLE   7,764,433 0 8,489,193
QUALCOMM INCORP. COM 747525103 1,197,361 21,609,105 SH   SOLE   5,975,807 0 15,633,298
RAMBUS INC DEL COM COM 750917106 68,102 5,070,894 SH   SOLE   447,438 0 4,623,456
RANGE RESOURCES COM 75281A109 13,886 955,000 SH   SOLE   955,000 0 0
RESTAURANT BRANDS INTL COM 76131D103 48,906 859,200 SH   SOLE   207,400 0 651,800
REX ENERGY CORP COM 761565506 102 111,400 SH   SOLE   85,000 0 26,400
RITCHIE BROS AUCTION COM 767744105 162,214 5,154,557 SH   SOLE   2,409,382 0 2,745,175
ROCHE HOLDING AG-CHF COM 007110388 1,880,599 8,211,633 SH   SOLE   1,074,714 0 7,136,919
ROCKWELL AUTOMATION COM 773903109 126,733 727,515 SH   SOLE   42,995 0 684,520
ROCKWELL COLLINS INC. COM 774341101 8,887 65,900 SH   SOLE   50,000 0 15,900
ROKU INC COM 77543R102 1,875 60,282 SH   SOLE   4,782 0 55,500
ROSS STORES INC COM 778296103 1,006,796 12,910,949 SH   SOLE   2,306,502 0 10,604,447
ROYAL CARIBBEAN COM V7780T103 1,117,319 9,489,711 SH   SOLE   3,726,856 0 5,762,855
RYANAIR COM 783513203 63,759 519,000 SH   SOLE   4,000 0 515,000
SAFRAN COM 00B058TZ6 15,866 150,000 SH   SOLE   125,000 0 25,000
SALESFORCE.COM COM 79466L302 84,825 729,360 SH   SOLE   0 0 729,360
SANOFI COM 80105N105 78,396 1,956,000 SH   SOLE   344,000 0 1,612,000
SCHLUMBERGER LTD COM 806857108 234,818 3,624,854 SH   SOLE   569,481 0 3,055,373
SCHWAB CHARLES CORP COM 808513105 1,682,171 32,213,155 SH   SOLE   6,576,347 0 25,636,808
SEATTLE GENETICS COM 812578102 755,820 14,440,582 SH   SOLE   10,582,957 0 3,857,625
SERVICESOURCE COM 81763U100 50,626 13,287,533 SH   SOLE   8,822,000 0 4,465,533
SHUTTERFLY COM 82568P304 401,820 4,945,482 SH   SOLE   4,262,727 0 682,755
SIEMENS COM 005727973 924,413 7,260,000 SH   SOLE   2,171,000 0 5,089,000
SIEMENS HEALTHINEERS AG COM 00BD594Y4 287,574 7,000,000 SH   SOLE   1,568,200 0 5,431,800
SIGNET JEWELERS COM G81276100 1,966 51,036 SH   SOLE   0 0 51,036
SKECHERS USA INC COM 830566105 1,944 50,000 SH   SOLE   50,000 0 0
SONY CORP ADR NEW COM 835699307 2,102,856 43,501,372 SH   SOLE   18,433,722 0 25,067,650
SOUTHWEST AIRLS CO COM 844741108 4,002,946 69,883,831 SH   SOLE   12,236,068 0 57,647,763
SOUTHWESTERN ENERGY CO COM 845467109 53,979 12,466,250 SH   SOLE   6,444,225 0 6,022,025
SPECTRUM PHARMACEUTICALS COM 84763A108 119,388 7,420,000 SH   SOLE   7,115,000 0 305,000
SPIRIT AEROSYSTEMS COM 848574109 13,744 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 23,946 633,821 SH   SOLE   427,500 0 206,321
SPLUNK COM 848637104 697,309 7,087,198 SH   SOLE   4,423,200 0 2,663,998
SPRINT CORP. COM 85207U105 178,725 36,624,000 SH   SOLE   24,073,600 0 12,550,400
STRATASYS LTD COM M85548101 152,648 7,564,300 SH   SOLE   7,214,300 0 350,000
STRYKER CORP. COM 863667101 36,287 225,500 SH   SOLE   0 0 225,500
T-MOBILE US INC. COM 872590104 35,727 585,300 SH   SOLE   0 0 585,300
TEMPUR SEALY COM 88023U101 10,439 230,500 SH   SOLE   200,000 0 30,500
TERADYNE COM 880770102 84,621 1,851,264 SH   SOLE   995,657 0 855,607
TESLA INC. COM 88160R101 291,955 1,097,040 SH   SOLE   374,040 0 723,000
TEXAS INSTRS. INC. COM 882508104 3,806,020 36,635,092 SH   SOLE   5,301,011 0 31,334,081
TEXTRON INC. COM 883203101 269,197 4,564,988 SH   SOLE   622,738 0 3,942,250
THE CME GROUP COM 12572Q105 326,447 2,018,343 SH   SOLE   757,421 0 1,260,922
THE RUBICON PROJECT COM 78112V102 2,399 1,332,800 SH   SOLE   1,243,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 1,054,429 5,107,184 SH   SOLE   1,045,490 0 4,061,694
TJX COS INC NEW COM 872540109 893,679 10,957,324 SH   SOLE   555,600 0 10,401,724
TRANSDIGM GROUP COM 893641100 61,480 200,300 SH   SOLE   4,500 0 195,800
TRANSOCEAN LTD COM H8817H100 139,153 14,055,895 SH   SOLE   3,763,220 0 10,292,675
TRAVELERS COMPANIES INC. COM 89417E109 55,513 399,775 SH   SOLE   0 0 399,775
TRIBUNE MEDIA COMPANY COM 896047503 190,542 4,703,590 SH   SOLE   2,912,100 0 1,791,490
TRIMBLE INC COM 896239100 341,531 9,518,688 SH   SOLE   3,282,648 0 6,236,040
TRONC INC COM 89703P107 50,193 3,056,831 SH   SOLE   2,777,901 0 278,930
TUESDAY MORNING CORP. COM 899035505 8,726 2,209,000 SH   SOLE   1,599,000 0 610,000
TYSON FOODS COM 902494103 38,322 523,600 SH   SOLE   370,000 0 153,600
ULTA BEAUTY INC. COM 90384S303 57,053 279,300 SH   SOLE   87,700 0 191,600
UNION PACIFIC CORP. COM 907818108 320,600 2,384,887 SH   SOLE   95,150 0 2,289,737
UNITED CONTL HLDGS INC COM 910047109 2,519,010 36,260,399 SH   SOLE   12,170,056 0 24,090,343
UNITED PARCEL SVC INC. COM 911312106 387,497 3,702,439 SH   SOLE   644,313 0 3,058,126
UNITED TECHNOLOGIES CORP. COM 913017109 73,907 587,400 SH   SOLE   56,000 0 531,400
UNIVERSAL DISPLAY CORP COM 91347P105 65,001 643,575 SH   SOLE   484,500 0 159,075
US BANCORP DEL COM 902973304 259,953 5,147,579 SH   SOLE   339,129 0 4,808,450
V F CORP COM 918204108 45,213 610,000 SH   SOLE   310,000 0 300,000
VISA COM 92826C839 763,195 6,380,159 SH   SOLE   1,387,345 0 4,992,814
VMWARE COM 928563402 210,489 1,735,707 SH   SOLE   909,712 0 825,995
WATERS CORP COM 941848103 66,003 332,257 SH   SOLE   100,530 0 231,727
WELLS FARGO & CO. COM 949746101 992,975 18,946,292 SH   SOLE   4,251,858 0 14,694,434
WESTERN DIGITAL CORP COM 958102105 67,225 728,569 SH   SOLE   223,494 0 505,075
WHIRLPOOL CP COM 963320106 552,891 3,611,068 SH   SOLE   660,430 0 2,950,638
XENCOR COM 98401F105 224,120 7,475,643 SH   SOLE   6,001,518 0 1,474,125
ZIMMER BIOMET HOLDINGS COM 98956P102 119,294 1,094,039 SH   SOLE   293,539 0 800,500