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 173,417 2,089,108 SH   SOLE   1,995,020 0 94,088
ABBOTT LABORATORIES COM 002824100 878,963 14,411,590 SH   SOLE   4,743,157 0 9,668,433
ABIOMED INC. COM 003654100 1,457,012 3,561,940 SH   SOLE   3,144,973 0 416,967
ACCURAY INC. COM 004397105 21,830 5,324,500 SH   SOLE   4,434,500 0 890,000
ACTIVISION BLIZZARD COM 00507V109 652,420 8,548,475 SH   SOLE   1,567,125 0 6,981,350
ACUITY BRANDS COM 00508Y102 6,605 57,000 SH   SOLE   0 0 57,000
ADIENT PLC COM G0084W101 5,587 113,570 SH   SOLE   13,000 0 100,570
ADOBE SYS INC COM 00724F101 5,266,079 21,599,112 SH   SOLE   3,569,788 0 18,029,324
ADVANSIX INC COM 00773T101 634 17,320 SH   SOLE   2,320 0 15,000
ADVERUM BIOTECHNOLOGIES COM 00773U108 2,668 503,400 SH   SOLE   472,100 0 31,300
AECOM COM 00766T100 496,255 15,024,381 SH   SOLE   9,498,480 0 5,525,901
AGILENT TECHNOLOGIES COM 00846U101 291,362 4,711,550 SH   SOLE   2,438,230 0 2,273,320
AIR CANADA CL A COM 008911877 2,428 150,100 SH   SOLE   0 0 150,100
AIRBUS SE COM 004012250 2,190,310 18,689,628 SH   SOLE   2,573,373 0 16,116,255
ALASKA AIRGROUP INC. COM 011659109 362,419 6,001,307 SH   SOLE   889,607 0 5,111,700
ALIBABA GROUP HOLDING COM 01609W102 2,826,608 15,235,313 SH   SOLE   3,284,545 0 11,950,768
ALKERMES COM G01767105 960,530 23,336,493 SH   SOLE   15,160,768 0 8,175,725
ALLEGIANT TRAVEL CO COM 01748X102 6,044 43,500 SH   SOLE   24,700 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,587,016 2,291,037 SH   SOLE   382,065 0 1,908,972
ALPHABET INC CLASS C COM 02079k107 2,503,757 2,244,214 SH   SOLE   341,013 0 1,903,201
ALTABA INC. COM 021346101 428,317 5,850,530 SH   SOLE   3,037,180 0 2,813,350
ALTAIR ENGINEERING COM 021369103 34,604 1,012,400 SH   SOLE   698,400 0 314,000
ALTRIA GROUP INC. COM 02209S103 29,838 525,404 SH   SOLE   500,000 0 25,404
AMAZON.COM INC COM 023135106 524,351 308,478 SH   SOLE   2,100 0 306,378
AMERICAN AIRLINES GROUP COM 02376R102 2,250,262 59,279,814 SH   SOLE   19,889,613 0 39,390,201
AMERICAN EXPRESS CO. COM 025816109 50,656 516,900 SH   SOLE   75,000 0 441,900
AMGEN INC. COM 031162100 3,908,461 21,173,744 SH   SOLE   3,412,600 0 17,761,144
ANALOG DEVICES COM 032654105 496,775 5,179,055 SH   SOLE   1,229,465 0 3,949,590
APPLE INC COM 037833100 158,288 855,100 SH   SOLE   0 0 855,100
APPLIED MATERIALS COM 038222105 197,449 4,274,710 SH   SOLE   2,433,655 0 1,841,055
ARBUTUS BIOPHARMA CORP COM 03879J100 29,203 4,000,400 SH   SOLE   4,000,400 0 0
ARISTA NETWORKS COM 040413106 1,558 6,050 SH   SOLE   1,500 0 4,550
ARMSTRONG WORLD INDS INC COM 04247X102 2,970 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 36,515 9,163,000 SH   SOLE   8,493,000 0 670,000
ASML HOLDING NV COM N07059210 320,935 1,621,131 SH   SOLE   368,572 0 1,252,559
ASTRAZENECA COM 046353108 1,862,068 53,035,273 SH   SOLE   15,381,113 0 37,654,160
AUTODESK INC. COM 052769106 11,274 86,000 SH   SOLE   0 0 86,000
AVIS BUDGET GROUP COM 053774105 15,600 480,000 SH   SOLE   400,000 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 57,592 2,908,700 SH   SOLE   2,510,000 0 398,700
AXON ENTERPRISE INC COM 05464C101 36,139 572,000 SH   SOLE   442,000 0 130,000
AXOVANT SCIENCES COM G0750W104 2,447 1,082,900 SH   SOLE   889,000 0 193,900
BANKAMERICA CORP NEW COM 060505104 494,124 17,528,327 SH   SOLE   3,335,466 0 14,192,861
BED BATH & BEYOND INC. COM 075896100 24,201 1,214,581 SH   SOLE   86,069 0 1,128,512
BEIGENE LTD ADR COM 07725L102 131,798 857,333 SH   SOLE   724,647 0 132,686
BIOGEN INC. COM 09062X103 4,330,943 14,921,936 SH   SOLE   1,797,635 0 13,124,301
BIOMARIN PHARMA COM 09061G101 1,341,482 14,240,789 SH   SOLE   4,072,456 0 10,168,333
BLACKBERRY LTD COM 09228F103 709,532 73,526,672 SH   SOLE   44,349,315 0 29,177,357
BOEING CO. COM 097023105 398,780 1,188,579 SH   SOLE   50,879 0 1,137,700
BOOT BARN HOLDINGS COM 099406100 16,600 800,000 SH   SOLE   800,000 0 0
BOOZE ALLEN HAMILTON HOLDINGS COM 099502106 10,743 245,673 SH   SOLE   0 0 245,673
BOSTON SCIENTIFIC CORP COM 101137107 1,465,194 44,807,141 SH   SOLE   3,727,986 0 41,079,155
BRISTOL-MYERS SQUIBB COM 110122108 998,544 18,043,794 SH   SOLE   5,418,394 0 12,625,400
BURLINGTON STORES COM 122017106 2,980 19,800 SH   SOLE   3,200 0 16,600
CABOT CORP COM 127055101 7,721 125,000 SH   SOLE   0 0 125,000
CABOT OIL & GAS CORP COM 127097103 67,051 2,817,250 SH   SOLE   884,750 0 1,932,500
CALAVO GROWERS COM 128246105 13,884 144,400 SH   SOLE   114,000 0 30,400
CARMAX INC. COM 143130102 912,197 12,518,148 SH   SOLE   6,409,031 0 6,109,117
CARNIVAL CORP COM 143658300 1,176,680 20,531,837 SH   SOLE   6,512,094 0 14,019,743
CATERPILLAR INC DEL COM 149123101 1,282,239 9,451,164 SH   SOLE   2,233,988 0 7,217,176
CBS CORPORATION COM 124857202 101,199 1,800,057 SH   SOLE   667,028 0 1,133,029
CELANESE CORP COM 150870103 23,428 210,950 SH   SOLE   50,000 0 160,950
CERNER CORP COM 156782104 1,160 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 68,701 10,300,000 SH   SOLE   10,300,000 0 0
CHARLES RIVER LAB COM 159864107 47,609 424,100 SH   SOLE   17,000 0 407,100
CHARTER COMMUNICATIONS COM 16119P108 47,881 163,300 SH   SOLE   0 0 163,300
CHEGG INC COM 163092109 272,328 9,799,490 SH   SOLE   7,781,000 0 2,018,490
CHUBB LIMITED COM H1467J104 7,123 56,079 SH   SOLE   0 0 56,079
CIRCOR CORP COM 17273K109 13,250 358,500 SH   SOLE   336,000 0 22,500
CISCO SYSTEMS INC COM 17275R102 1,112,076 25,844,211 SH   SOLE   7,056,729 0 18,787,482
CITIGROUP INC. COM 172967424 421,003 6,291,141 SH   SOLE   3,424,940 0 2,866,201
CNA FINL CORP COM 126117100 13,745 300,900 SH   SOLE   185,600 0 115,300
COMCAST CORP CABLE COM 20030N101 94,722 2,887,000 SH   SOLE   448,000 0 2,439,000
COMERICA COM 200340107 4,864 53,500 SH   SOLE   0 0 53,500
COMSCORE COM 20564W105 179,827 8,248,932 SH   SOLE   7,071,160 0 1,177,772
CONSTELLATION BRANDS INC.-A COM 21036P108 3,363 15,366 SH   SOLE   0 0 15,366
CONTROLADORA VUELA COMPANIA DE COM 21240E105 721 142,000 SH   SOLE   41,000 0 101,000
CORNING INC COM 219350105 448,227 16,293,223 SH   SOLE   1,675,953 0 14,617,270
CRAY INC COM 225223304 4,010 163,000 SH   SOLE   163,000 0 0
CREE INC. COM 225447101 349,832 8,415,489 SH   SOLE   3,955,229 0 4,460,260
CSX CORP. COM 126408103 113,669 1,782,200 SH   SOLE   170,000 0 1,612,200
CURTISS WRIGHT COM 231561101 145,300 1,220,800 SH   SOLE   726,900 0 493,900
CVS HEALTH CORP COM 126650100 224,661 3,491,231 SH   SOLE   651,058 0 2,840,173
DEERE & CO COM 244199105 713,696 5,105,121 SH   SOLE   1,273,751 0 3,831,370
DELL TECHNOLOGIES INC COM 24703L103 246,951 2,919,729 SH   SOLE   713,335 0 2,206,394
DELTA AIR LINES DEL COM 247361702 1,397,393 28,207,370 SH   SOLE   8,680,005 0 19,527,365
DESCARTES SYS GRP INC COM 249906108 144,088 4,433,490 SH   SOLE   142,190 0 4,291,300
DEXTERA SURGICAL INC COM 252366109 37 600,450 SH   SOLE   530,650 0 69,800
DHX MEDIA LTD COM 00BF2QB07 22,366 10,761,000 SH   SOLE   10,231,000 0 530,000
DIEBOLD NIXDORF COM 253651103 8,066 675,000 SH   SOLE   675,000 0 0
DIGIMARC COM 25381B101 11,122 415,000 SH   SOLE   415,000 0 0
DISCOVER FIN SVCS COM 254709108 860,685 12,223,896 SH   SOLE   5,611,820 0 6,612,076
DISNEY WALT CO. COM 254687106 499,423 4,765,034 SH   SOLE   471,445 0 4,293,589
DOWDUPONT INC COM 26078J100 240,926 3,654,829 SH   SOLE   1,221,654 0 2,433,175
DXC TECHNOLOGIES CO COM 23355L106 395,945 4,911,861 SH   SOLE   1,402,712 0 3,509,149
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 787,589 12,877,525 SH   SOLE   7,980,296 0 4,897,229
EBAY INC. COM 278642103 341,498 9,418,045 SH   SOLE   4,400,745 0 5,017,300
EDWARDS LIFE COM 28176E108 77,880 535,000 SH   SOLE   0 0 535,000
ELECTRONIC ARTS INC. COM 285512109 162,339 1,151,175 SH   SOLE   424,400 0 726,775
ELLIE MAE COM 28849P100 300,237 2,891,345 SH   SOLE   2,711,295 0 180,050
ENTEGRIS INC COM 29362U104 163,406 4,820,244 SH   SOLE   287,041 0 4,533,203
ENTERCOM COMMS CORP COM 293639100 21,652 2,867,838 SH   SOLE   1,430,009 0 1,437,829
EOG RESOURCES INC. COM 26875P101 268,637 2,158,937 SH   SOLE   131,712 0 2,027,225
EPIZYME COM 29428V104 130,834 9,655,627 SH   SOLE   9,131,127 0 524,500
EQUINIX COM 29444U700 7,351 17,100 SH   SOLE   0 0 17,100
ERICSSON COM 294821608 1,009,356 131,597,906 SH   SOLE   34,767,416 0 96,830,490
EXACT SCIENCES CORP COM 30063p105 213,994 3,579,100 SH   SOLE   3,067,900 0 511,200
EXXON MOBIL CORP. COM 30231G102 7,859 95,000 SH   SOLE   95,000 0 0
FACEBOOK INC. COM 30303M102 22,094 113,700 SH   SOLE   0 0 113,700
FARO TECHNOLOGIES INC. COM 311642102 96,199 1,770,000 SH   SOLE   1,498,322 0 271,678
FEDEX CORP COM 31428X106 3,451,392 15,200,352 SH   SOLE   1,776,604 0 13,423,748
FIVE BELOW COM 33829M101 479 4,900 SH   SOLE   2,600 0 2,300
FLEX LTD COM Y2573F102 809,088 57,341,429 SH   SOLE   27,415,236 0 29,926,193
FLEX PHARMA COM 33938A105 1,703 1,811,300 SH   SOLE   1,461,900 0 349,400
FLUIDIGM CORP. COM 34385P108 34,521 5,792,043 SH   SOLE   3,866,032 0 1,926,011
FORMFACTOR INC COM 346375108 62,058 4,666,018 SH   SOLE   1,657,518 0 3,008,500
GENERAL DYNAMICS CORP COM 369550108 32,063 172,000 SH   SOLE   95,000 0 77,000
GILBRALTAR INDUSTRIES COM 374689107 7,594 202,500 SH   SOLE   149,000 0 53,500
GILDAN ACTIVEWEAR COM 375916103 41,804 1,484,500 SH   SOLE   644,500 0 840,000
GLAUKOS COM 377322102 8,717 214,500 SH   SOLE   173,500 0 41,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 42,222 1,047,435 SH   SOLE   471,135 0 576,300
GREIF CL A COM 397624107 3,438 65,000 SH   SOLE   0 0 65,000
GREIF CL B COM 397624206 2,016 35,000 SH   SOLE   0 0 35,000
GTT COMMUNICATIONS COM 362393100 1,800 40,000 SH   SOLE   7,000 0 33,000
HABIT BURGER COM 40449J103 3,260 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 29,892 831,500 SH   SOLE   752,500 0 79,000
HERC HOLDINGS INC COM 42704L104 14,561 258,440 SH   SOLE   1,933 0 256,507
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,421,967 97,328,360 SH   SOLE   33,990,674 0 63,337,686
HILTON GRAND VACATIONS COM 43283X105 1,206 34,760 SH   SOLE   0 0 34,760
HILTON WORLDWIDE HOLDINGS COM 43300A203 68,027 859,365 SH   SOLE   125,000 0 734,365
HONEYWELL INTL. INC. COM 438516106 439,525 3,051,195 SH   SOLE   277,200 0 2,773,995
HP INC. COM 40434L105 1,418,790 62,529,319 SH   SOLE   18,026,888 0 44,502,431
HUBSPOT INC COM 443573100 62,205 496,050 SH   SOLE   466,050 0 30,000
ICF INTERNATIONAL COM 44925C103 7,206 101,417 SH   SOLE   101,417 0 0
IDEX CORP COM 45167R104 96,449 706,690 SH   SOLE   294,480 0 412,210
ILLUMINA INC COM 452327109 314,716 1,126,843 SH   SOLE   349,760 0 777,083
IMAX CORP. COM 45245E109 139,277 6,287,900 SH   SOLE   5,528,900 0 759,000
IMMUNOGEN COM 45253H101 37,201 3,823,300 SH   SOLE   2,725,000 0 1,098,300
INGEVITY CORP COM 45688C107 1,641 20,300 SH   SOLE   2,900 0 17,400
INSULET CORP. COM 45784P101 424,513 4,953,472 SH   SOLE   4,579,477 0 373,995
INTEL CORP COM 458140100 1,219,353 24,529,322 SH   SOLE   6,004,770 0 18,524,552
INTUIT INC COM 461202103 1,028,442 5,033,856 SH   SOLE   595,516 0 4,438,340
IROBOT CORP COM 462726100 292,548 3,861,000 SH   SOLE   3,825,000 0 36,000
JABIL CIRCUIT COM 466313103 99,275 3,589,112 SH   SOLE   2,011,437 0 1,577,675
JACOBS ENGR GROUP DEL COM 469814107 527,411 8,306,997 SH   SOLE   4,220,913 0 4,086,084
JET BLUE AIRWAYS COM 477143101 433,635 22,846,925 SH   SOLE   13,165,622 0 9,681,303
JOHNSON & JOHNSON COM 478160104 65,002 535,700 SH   SOLE   11,600 0 524,100
JPMORGAN CHASE & CO. COM 46625H100 2,424,137 23,264,270 SH   SOLE   6,374,029 0 16,890,241
KEYSIGHT TECHNOLOGIES COM 49338L103 306,832 5,197,895 SH   SOLE   2,906,995 0 2,290,900
KIRBY CORP. COM 497266106 251 3,000 SH   SOLE   3,000 0 0
KLA-TENCOR CORP. COM 482480100 1,270,320 12,389,736 SH   SOLE   3,075,560 0 9,314,176
L BRANDS INC. COM 501797104 715,912 19,411,942 SH   SOLE   4,958,404 0 14,453,538
LAS VEGAS SANDS CORP. COM 517834107 60,363 790,500 SH   SOLE   100,000 0 690,500
LILLY ELI & CO COM 532457108 4,701,898 55,102,514 SH   SOLE   11,178,223 0 43,924,291
LIONS GATE ENT CL-A COM 535919401 49,213 1,982,786 SH   SOLE   1,848,186 0 134,600
LIONS GATE ENT CL-B COM 535919500 68,742 2,930,200 SH   SOLE   2,802,500 0 127,700
LOWES COS INC COM 548661107 3,918 41,000 SH   SOLE   0 0 41,000
MARKETAXESS HLDGS INC. COM 57060D108 165,098 834,420 SH   SOLE   762,220 0 72,200
MARRIOTT INTERNATIONAL COM 571903202 97,906 773,346 SH   SOLE   2,646 0 770,700
MARRONE BIO INNOVATIONS COM 57165B106 4,831 2,625,600 SH   SOLE   2,325,000 0 300,600
MARSH & MCLENNAN COS. COM 571748102 800,051 9,760,286 SH   SOLE   1,429,439 0 8,330,847
MASTERCARD INC CL A COM 57636Q104 58,921 299,824 SH   SOLE   17,774 0 282,050
MATERIALISE NV - ADR COM 57667T100 2,168 166,990 SH   SOLE   139,000 0 27,990
MATSON INC. COM 57686G105 7,667 199,761 SH   SOLE   199,761 0 0
MATTEL INC COM 577081102 825,722 50,287,600 SH   SOLE   16,249,744 0 34,037,856
MAXAR TECHNOLOGIES LTD COM 57778L103 1,010 20,000 SH   SOLE   10,000 0 10,000
MAXLINEAR INC COM 57776J100 42,917 2,752,862 SH   SOLE   2,337,462 0 415,400
MCDONALDS CORP. COM 580135101 1,567 10,000 SH   SOLE   10,000 0 0
MEDTRONIC PLC COM G5960L103 698,830 8,162,952 SH   SOLE   1,155,114 0 7,007,838
MERCK & COMPANY COM 58933Y105 207,060 3,411,200 SH   SOLE   1,500,000 0 1,911,200
MERCURY GENERAL CORP COM 589400100 12,830 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 125,630 4,327,600 SH   SOLE   2,568,000 0 1,759,600
MICHAEL KORS HOLDINGS LTD COM G60754101 3,703 55,600 SH   SOLE   20,000 0 35,600
MICRO FOCUS INTL PLC ADR COM 594837304 249,690 14,458,017 SH   SOLE   6,738,721 0 7,719,296
MICRON TECHNOLOGY INC COM 595112103 3,050,463 58,170,535 SH   SOLE   15,271,424 0 42,899,111
MICROSOFT CORP. COM 594918104 4,062,481 41,197,453 SH   SOLE   6,619,882 0 34,577,571
MINDBODY INC COM 60255W105 19,160 496,377 SH   SOLE   428,877 0 67,500
MOMENTA PHARMACEUTICALS COM 60877T100 59,062 2,888,100 SH   SOLE   2,519,783 0 368,317
MOODY'S CORPORATION COM 615369105 7,198 42,200 SH   SOLE   12,000 0 30,200
NATIONAL OILWELL VARCO COM 637071101 28,365 653,566 SH   SOLE   107,100 0 546,466
NCI BUILDING SYSTEMS COM 628852204 7,350 350,000 SH   SOLE   350,000 0 0
NEKTAR THERAPEUTICS COM 640268108 1,020,690 20,902,922 SH   SOLE   19,081,332 0 1,821,590
NETAPP INC. COM 64110D104 3,096,158 39,426,439 SH   SOLE   12,228,119 0 27,198,320
NETFLIX COM 64110L106 24,171 61,750 SH   SOLE   5,750 0 56,000
NEWELL BRANDS INC COM 651229106 102,450 3,972,460 SH   SOLE   1,657,900 0 2,314,560
NLIGHT COM 65487K100 8,265 250,000 SH   SOLE   79,200 0 170,800
NMI HOLDINGS INC. COM 629209305 35,437 2,174,049 SH   SOLE   2,164,049 0 10,000
NN INC COM 629337106 66,677 3,527,900 SH   SOLE   2,650,500 0 877,400
NOBLE ENERGY INC. COM 655044105 79,166 2,243,947 SH   SOLE   8,647 0 2,235,300
NORFOLK SOUTHERN COM 655844108 41,489 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 337,517 3,280,367 SH   SOLE   1,071,660 0 2,208,707
NORWEGIAN CRUISE LINES COM G66721104 253,527 5,365,650 SH   SOLE   3,366,725 0 1,998,925
NOVARTIS AG ADR COM 66987V109 1,671,788 22,131,158 SH   SOLE   3,447,912 0 18,683,246
NUANCE COMMUNICATIONS COM 67020Y100 127,455 9,179,304 SH   SOLE   5,369,116 0 3,810,188
NUTANIX COM 67059N108 12,057 233,800 SH   SOLE   119,650 0 114,150
NUVASIVE INC. COM 670704105 43,525 835,100 SH   SOLE   690,000 0 145,100
NVENT ELECTRIC PLC COM G6700G107 36,831 1,467,390 SH   SOLE   143,690 0 1,323,700
NVIDIA CORP. COM 67066G104 2,628,132 11,093,844 SH   SOLE   1,645,435 0 9,448,409
OLD DOMINION FREIGHT LINES COM 679580100 30,239 203,000 SH   SOLE   22,000 0 181,000
ONCOMED PHARMACEUTICALS COM 68234X102 12,852 5,563,700 SH   SOLE   3,763,700 0 1,800,000
ORACLE CORP. COM 68389X105 358,204 8,129,917 SH   SOLE   854,725 0 7,275,192
ORASURE TECHNOLOGIES COM 68554V108 24,606 1,494,000 SH   SOLE   1,370,000 0 124,000
OSI SYSTEMS COM 671044105 23,346 301,900 SH   SOLE   266,100 0 35,800
OWENS CORNING COM 690742101 2,852 45,000 SH   SOLE   0 0 45,000
PARK HOTELS & RESORTS COM 700517105 2,046 66,800 SH   SOLE   0 0 66,800
PAYPAL HOLDINGS INC COM 70450Y103 332,317 3,990,840 SH   SOLE   1,666,200 0 2,324,640
PENTAIR PLC COM G7S00T104 61,746 1,467,350 SH   SOLE   143,650 0 1,323,700
PENUMBRA COM 70975L107 7,915 57,290 SH   SOLE   14,600 0 42,690
PEPSICO INC COM 713448108 21,774 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 312 8,500 SH   SOLE   0 0 8,500
PERKIN ELMER COM 714046109 239,389 3,268,995 SH   SOLE   1,858,765 0 1,410,230
PERSPECTA INC. COM 715347100 50,428 2,453,912 SH   SOLE   698,958 0 1,754,954
PFENEX INC COM 717071104 17,898 3,308,400 SH   SOLE   3,038,100 0 270,300
PHILIP MORRIS INTL INC COM 718172109 13,772 170,575 SH   SOLE   150,000 0 20,575
PIONEER NATURAL RES CO COM 723787107 3,122 16,500 SH   SOLE   0 0 16,500
PLANTRONICS INC NEW COM 727493108 370,629 4,860,702 SH   SOLE   37,852 0 4,822,850
PRAXAIR INC. COM 74005P104 230,783 1,459,269 SH   SOLE   227,769 0 1,231,500
PRESTIGE BRANDS HOLDINGS COM 74112D101 998 26,000 SH   SOLE   0 0 26,000
PROGRESSIVE CORP. COM 743315103 253,835 4,291,379 SH   SOLE   550,677 0 3,740,702
PROS HOLDINGS INC. COM 74346Y103 69,867 1,910,491 SH   SOLE   1,860,491 0 50,000
PUBLIC SVC ENTERPRISE GRP COM 744573106 20,161 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 585,067 16,179,961 SH   SOLE   7,727,252 0 8,452,709
QUALCOMM INCORP. COM 747525103 1,219,626 21,732,465 SH   SOLE   5,995,187 0 15,737,278
RAMBUS INC DEL COM COM 750917106 63,589 5,070,894 SH   SOLE   447,438 0 4,623,456
RANGE RESOURCES COM 75281A109 15,977 955,000 SH   SOLE   955,000 0 0
RESTAURANT BRANDS INTL COM 76131D103 58,177 964,800 SH   SOLE   227,400 0 737,400
REX ENERGY CORP COM 761565506 15 111,400 SH   SOLE   85,000 0 26,400
RITCHIE BROS AUCTION COM 767744105 174,301 5,108,457 SH   SOLE   2,388,582 0 2,719,875
ROCHE HOLDING AG-CHF COM 007110388 1,822,705 8,183,188 SH   SOLE   1,073,564 0 7,109,624
ROCKWELL AUTOMATION COM 773903109 120,912 727,375 SH   SOLE   42,855 0 684,520
ROCKWELL COLLINS INC. COM 774341101 6,734 50,000 SH   SOLE   50,000 0 0
ROKU INC COM 77543R102 2,387 56,000 SH   SOLE   3,500 0 52,500
ROSS STORES INC COM 778296103 1,059,983 12,507,179 SH   SOLE   2,068,732 0 10,438,447
ROYAL CARIBBEAN COM V7780T103 1,003,181 9,683,211 SH   SOLE   3,927,856 0 5,755,355
RYANAIR COM 783513203 59,285 519,000 SH   SOLE   4,000 0 515,000
SAFRAN COM 00B058TZ6 15,203 125,000 SH   SOLE   125,000 0 0
SALESFORCE.COM COM 79466L302 99,485 729,360 SH   SOLE   0 0 729,360
SANOFI COM 80105N105 78,260 1,956,000 SH   SOLE   344,000 0 1,612,000
SCHLUMBERGER LTD COM 806857108 242,920 3,624,054 SH   SOLE   568,681 0 3,055,373
SCHWAB CHARLES CORP COM 808513105 1,641,045 32,114,385 SH   SOLE   6,518,027 0 25,596,358
SEATTLE GENETICS COM 812578102 960,929 14,474,000 SH   SOLE   10,607,475 0 3,866,525
SERVICESOURCE COM 81763U100 52,353 13,287,533 SH   SOLE   8,822,000 0 4,465,533
SHUTTERFLY COM 82568P304 444,161 4,933,482 SH   SOLE   4,262,727 0 670,755
SIEMENS COM 005727973 1,144,883 8,650,881 SH   SOLE   2,545,100 0 6,105,781
SIEMENS HEALTHINEERS AG COM 00BD594Y4 4,087 98,900 SH   SOLE   2,500 0 96,400
SIEMENS HEALTHINEERS AG - REST COM 00BD594Y4 290,267 7,000,000 SH   SOLE   1,568,200 0 5,431,800
SIGNET JEWELERS COM G81276100 2,845 51,036 SH   SOLE   0 0 51,036
SKECHERS USA INC COM 830566105 1,500 50,000 SH   SOLE   50,000 0 0
SONY CORP ADR NEW COM 835699307 2,230,380 43,511,115 SH   SOLE   18,428,165 0 25,082,950
SOUTHWEST AIRLS CO COM 844741108 3,750,585 73,714,331 SH   SOLE   14,758,868 0 58,955,463
SOUTHWESTERN ENERGY CO COM 845467109 65,864 12,427,125 SH   SOLE   6,432,800 0 5,994,325
SPECTRUM PHARMACEUTICALS COM 84763A108 212,241 10,126,000 SH   SOLE   9,730,000 0 396,000
SPIRIT AEROSYSTEMS COM 848574109 14,106 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 22,807 627,421 SH   SOLE   427,500 0 199,921
SPLUNK COM 848637104 703,899 7,102,198 SH   SOLE   4,433,200 0 2,668,998
SPRINT CORP. COM 85207U105 199,137 36,606,100 SH   SOLE   24,073,600 0 12,532,500
STRATASYS LTD COM M85548101 145,508 7,602,300 SH   SOLE   7,231,300 0 371,000
STRYKER CORP. COM 863667101 38,078 225,500 SH   SOLE   0 0 225,500
SYRAH RESOURCES COM 00B23HV20 857 400,300 SH   SOLE   200,300 0 200,000
T-MOBILE US INC. COM 872590104 42,763 715,700 SH   SOLE   0 0 715,700
TEMPUR SEALY COM 88023U101 21,647 450,500 SH   SOLE   420,000 0 30,500
TERADYNE COM 880770102 70,240 1,845,012 SH   SOLE   996,405 0 848,607
TESLA INC. COM 88160R101 375,570 1,095,115 SH   SOLE   373,815 0 721,300
TEXAS INSTRS. INC. COM 882508104 3,773,055 34,222,717 SH   SOLE   5,191,631 0 29,031,086
TEXTRON INC. COM 883203101 305,296 4,632,018 SH   SOLE   635,598 0 3,996,420
THE CME GROUP COM 12572Q105 330,847 2,018,343 SH   SOLE   757,421 0 1,260,922
THE RUBICON PROJECT COM 78112V102 3,798 1,332,800 SH   SOLE   1,243,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 1,053,877 5,087,754 SH   SOLE   1,032,700 0 4,055,054
TJX COS INC NEW COM 872540109 797,278 8,376,524 SH   SOLE   526,700 0 7,849,824
TRANSDIGM GROUP COM 893641100 69,132 200,300 SH   SOLE   4,500 0 195,800
TRANSOCEAN LTD COM H8817H100 188,796 14,047,345 SH   SOLE   3,760,770 0 10,286,575
TRAVELERS COMPANIES INC. COM 89417E109 48,908 399,775 SH   SOLE   0 0 399,775
TRIBUNE MEDIA COMPANY COM 896047503 179,349 4,686,400 SH   SOLE   2,909,860 0 1,776,540
TRIMBLE INC COM 896239100 317,248 9,660,413 SH   SOLE   3,440,293 0 6,220,120
TRONC INC COM 89703P107 52,710 3,050,356 SH   SOLE   2,775,316 0 275,040
TUESDAY MORNING CORP. COM 899035505 6,737 2,209,000 SH   SOLE   1,599,000 0 610,000
TYSON FOODS COM 902494103 35,458 515,000 SH   SOLE   370,000 0 145,000
ULTA BEAUTY INC. COM 90384S303 65,556 280,800 SH   SOLE   89,200 0 191,600
UNION PACIFIC CORP. COM 907818108 366,156 2,584,387 SH   SOLE   95,150 0 2,489,237
UNITED CONTL HLDGS INC COM 910047109 2,668,218 38,264,989 SH   SOLE   12,925,546 0 25,339,443
UNITED PARCEL SVC INC. COM 911312106 392,184 3,691,839 SH   SOLE   637,813 0 3,054,026
UNITED TECHNOLOGIES CORP. COM 913017109 73,443 587,400 SH   SOLE   56,000 0 531,400
UNIVERSAL DISPLAY CORP COM 91347P105 159,792 1,858,050 SH   SOLE   1,427,900 0 430,150
US BANCORP DEL COM 902973304 258,786 5,173,654 SH   SOLE   339,129 0 4,834,525
V F CORP COM 918204108 49,727 610,000 SH   SOLE   310,000 0 300,000
VISA COM 92826C839 616,772 4,656,639 SH   SOLE   1,380,175 0 3,276,464
VMWARE COM 928563402 250,489 1,704,357 SH   SOLE   898,787 0 805,570
WATERS CORP COM 941848103 63,445 327,727 SH   SOLE   99,290 0 228,437
WELLS FARGO & CO. COM 949746101 1,451,147 26,175,089 SH   SOLE   7,339,416 0 18,835,673
WESTERN DIGITAL CORP COM 958102105 55,884 721,926 SH   SOLE   218,969 0 502,957
WHIRLPOOL CP COM 963320106 821,701 5,619,238 SH   SOLE   1,412,044 0 4,207,194
XENCOR COM 98401F105 280,053 7,566,943 SH   SOLE   6,093,918 0 1,473,025
ZIMMER BIOMET HOLDINGS COM 98956P102 143,269 1,285,619 SH   SOLE   320,039 0 965,580