The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 21,541 | 129,904 | SH | SOLE | 31,975 | 0 | 97,929 | ||
ALIBABA GROUP HOLDING LTD | SPONS ADS | 01609W102 | 460,293 | 5,180,556 | SH | SOLE | 2,644,367 | 0 | 2,536,189 | ||
ALKERMES PLC | SHS | G01767105 | 25,942 | 605,130 | SH | SOLE | 227,642 | 0 | 377,488 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 67,710 | 773,479 | SH | SOLE | 418,329 | 0 | 355,150 | ||
ANTERO RESOURCES CORP | COM | 03674X106 | 128,760 | 2,345,784 | SH | SOLE | 1,273,318 | 0 | 1,072,466 | ||
APPLE INC | COM | 037833100 | 436,494 | 4,332,446 | SH | SOLE | 2,163,353 | 0 | 2,169,093 | ||
ASML HOLDING NV | NY REG SHS | N07059210 | 291,336 | 2,948,146 | SH | SOLE | 1,698,434 | 0 | 1,249,712 | ||
AUTOZONE INC | COM | 053332102 | 20,797 | 40,806 | SH | SOLE | 32,091 | 0 | 8,715 | ||
B/E AEROSPACE INC | COM | 073302101 | 27,297 | 325,194 | SH | SOLE | 80,217 | 0 | 244,977 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 19,272 | 88,309 | SH | SOLE | 53,189 | 0 | 35,120 | ||
BIOGEN IDEC INC | COM | 09062X103 | 573,745 | 1,734,366 | SH | SOLE | 848,903 | 0 | 885,463 | ||
BURGER KING WORLDWIDE INC | COM | 121220107 | 9,981 | 336,507 | SH | SOLE | 266,475 | 0 | 70,032 | ||
CANADIAN PACIFIC RAILWAY LTD | COM | 13645T100 | 562,981 | 2,713,558 | SH | SOLE | 1,360,045 | 0 | 1,353,513 | ||
CBS CORP | CL B | 124857202 | 207,330 | 3,875,332 | SH | SOLE | 2,456,605 | 0 | 1,418,727 | ||
CELGENE CORP | COM | 151020104 | 200,424 | 2,114,623 | SH | SOLE | 1,252,398 | 0 | 862,225 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 203,065 | 6,909,317 | SH | SOLE | 3,783,339 | 0 | 3,125,978 | ||
CITIGROUP INC | COM | 172967424 | 30,730 | 593,010 | SH | SOLE | 468,216 | 0 | 124,794 | ||
CITY NATIONAL CORP | COM | 178566105 | 16,356 | 216,156 | SH | SOLE | 53,159 | 0 | 162,997 | ||
CLUBCORP HOLDINGS INC | COM | 18948M108 | 22,601 | 1,139,737 | SH | SOLE | 901,554 | 0 | 238,183 | ||
COMCAST CORP | CL A | 20030N101 | 341,363 | 6,347,394 | SH | SOLE | 3,601,675 | 0 | 2,745,719 | ||
CONSTELLATION BRANDS | CL A | 21036P108 | 82,884 | 950,933 | SH | SOLE | 468,497 | 0 | 482,436 | ||
CONTINENTAL RESOURCES INC | COM | 212015101 | 168,655 | 2,536,917 | SH | SOLE | 1,487,902 | 0 | 1,049,015 | ||
COPA HOLDINGS SA | CL A | P31076105 | 16,430 | 153,138 | SH | SOLE | 111,591 | 0 | 41,547 | ||
COSTAR GROUP INC | COM | 22160N109 | 10,602 | 68,166 | SH | SOLE | 16,855 | 0 | 51,311 | ||
CTRIP.COM INTERNATIONAL LTD | AMERICAN DEP SHS | 22943F100 | 11,566 | 203,763 | SH | SOLE | 122,730 | 0 | 81,033 | ||
CVS HEALTH CORPORATION | COM | 126650100 | 95,554 | 1,200,572 | SH | SOLE | 756,018 | 0 | 444,554 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 13,558 | 139,510 | SH | SOLE | 35,711 | 0 | 103,799 | ||
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 56,006 | 913,031 | SH | SOLE | 572,295 | 0 | 340,736 | ||
DELTA AIR LINES INC | COM | 247361702 | 44,190 | 1,222,393 | SH | SOLE | 605,758 | 0 | 616,635 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 25,394 | 329,968 | SH | SOLE | 80,621 | 0 | 249,347 | ||
DUNKIN BRANDS GROUP INC | COM | 265504100 | 14,386 | 320,968 | SH | SOLE | 79,539 | 0 | 241,429 | ||
ENVISION HEALTHCARE HOLDINGS INC | COM | 29413U103 | 46,389 | 1,337,617 | SH | SOLE | 569,278 | 0 | 768,339 | ||
EOG RESOURCES INC | COM | 26875P101 | 26,278 | 265,384 | SH | SOLE | 165,811 | 0 | 99,573 | ||
FACEBOOK INC | CL A | 30303M102 | 761,105 | 9,629,369 | SH | SOLE | 4,820,609 | 0 | 4,808,760 | ||
FASTENAL CO | COM | 311900104 | 23,016 | 512,611 | SH | SOLE | 126,531 | 0 | 386,080 | ||
FIRST REP BK SAN FRANCISCO | COM | 33616C100 | 16,508 | 334,294 | SH | SOLE | 81,846 | 0 | 252,448 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 97,177 | 683,763 | SH | SOLE | 332,876 | 0 | 350,887 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 368,539 | 2,899,829 | SH | SOLE | 1,338,578 | 0 | 1,561,251 | ||
GENESEE & WYOMING INC | CL A | 371559105 | 43,784 | 459,384 | SH | SOLE | 114,500 | 0 | 344,884 | ||
GILEAD SCIENCES INC | COM | 375558103 | 977,845 | 9,185,961 | SH | SOLE | 4,741,345 | 0 | 4,444,616 | ||
GOOGLE INC | CL A | 38259P508 | 390,200 | 663,143 | SH | SOLE | 339,672 | 0 | 323,471 | ||
GOOGLE INC | CL C | 38259P706 | 105,881 | 183,389 | SH | SOLE | 67,093 | 0 | 116,296 | ||
GRUPO FINANCIERO SANTANDER M | SPONS ADR SHS B | 40053C105 | 15,141 | 1,119,104 | SH | SOLE | 886,413 | 0 | 232,691 | ||
HALLIBURTON CO | COM | 406216101 | 230,112 | 3,567,083 | SH | SOLE | 2,224,689 | 0 | 1,342,394 | ||
HCA HOLDINGS INC | COM | 40412C101 | 268,642 | 3,809,455 | SH | SOLE | 2,264,935 | 0 | 1,544,520 | ||
HILTON WORLDWIDE HOLDINGS INC | COM | 43300A104 | 65,707 | 2,667,741 | SH | SOLE | 1,429,447 | 0 | 1,238,294 | ||
IHS INC | CL A | 451734107 | 30,534 | 243,900 | SH | SOLE | 60,528 | 0 | 183,372 | ||
KEURIG GREEN MOUNTAIN INC | COM | 49271M100 | 158,133 | 1,215,186 | SH | SOLE | 680,200 | 0 | 534,986 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 78,200 | 1,906,616 | SH | SOLE | 1,345,196 | 0 | 561,420 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 89,898 | 432,640 | SH | SOLE | 188,343 | 0 | 244,297 | ||
LKQ CORP | COM | 501889208 | 24,276 | 912,946 | SH | SOLE | 253,359 | 0 | 659,587 | ||
LOWE'S COS INC | COM | 548661107 | 34,063 | 643,667 | SH | SOLE | 509,829 | 0 | 133,838 | ||
MACYS INC | COM | 55616P104 | 30,174 | 518,627 | SH | SOLE | 410,675 | 0 | 107,952 | ||
MASTERCARD INC | CL A | 57636Q104 | 57,971 | 784,238 | SH | SOLE | 313,479 | 0 | 470,759 | ||
MOBILEYE NV AMSTELVEEN | ORD SHS | N51488117 | 12,059 | 225,019 | SH | SOLE | 87,072 | 0 | 137,947 | ||
MONSANTO CO | COM | 61166W101 | 458,286 | 4,073,293 | SH | SOLE | 2,051,697 | 0 | 2,021,596 | ||
MORGAN STANLEY | COM | 617446448 | 35,597 | 1,029,709 | SH | SOLE | 254,029 | 0 | 775,680 | ||
NIKE INC | CL B | 654106103 | 222,146 | 2,490,420 | SH | SOLE | 1,495,923 | 0 | 994,497 | ||
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 146,057 | 1,506,985 | SH | SOLE | 900,184 | 0 | 606,801 | ||
PERRIGO CO PLC | SHS | G97822103 | 13,091 | 87,164 | SH | SOLE | 52,375 | 0 | 34,789 | ||
PIONEER NATURAL RESOURCES CO | COM | 723787107 | 24,256 | 123,147 | SH | SOLE | 80,130 | 0 | 43,017 | ||
QIWI PLC | SPONS ADR REP B | 74735M108 | 5,775 | 182,804 | SH | SOLE | 109,968 | 0 | 72,836 | ||
ROBERT HALF INTL INC | COM | 770323103 | 22,920 | 467,767 | SH | SOLE | 116,100 | 0 | 351,667 | ||
SALESFORCE.COM INC | COM | 79466L302 | 30,681 | 533,293 | SH | SOLE | 132,198 | 0 | 401,095 | ||
SALIX PHARMACEUTICALS INC | COM | 795435106 | 24,330 | 155,723 | SH | SOLE | 38,000 | 0 | 117,723 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 30,638 | 276,270 | SH | SOLE | 68,347 | 0 | 207,923 | ||
SCHLUMBERGER LIMITED | COM | 806857108 | 426,534 | 4,194,460 | SH | SOLE | 2,288,357 | 0 | 1,906,103 | ||
SHERWIN-WILLIAMS CO | COM | 824348106 | 359,011 | 1,639,392 | SH | SOLE | 907,683 | 0 | 731,709 | ||
SKECHERS USA INC | CL A | 830566105 | 2,551 | 47,845 | SH | SOLE | 47,845 | 0 | 0 | ||
STARBUCKS CORPORATION | COM | 855244109 | 246,538 | 3,267,137 | SH | SOLE | 1,932,239 | 0 | 1,334,898 | ||
STARWOOD HOTELS & RESORTS | COM | 85590A401 | 391,436 | 4,704,197 | SH | SOLE | 2,779,668 | 0 | 1,924,529 | ||
STARWOOD PROPERTY TRUST INC | COM | 85571B105 | 20,373 | 927,733 | SH | SOLE | 729,633 | 0 | 198,100 | ||
TATA MOTORS LTD | SPONS ADR | 876568502 | 20,237 | 462,984 | SH | SOLE | 303,019 | 0 | 159,965 | ||
TESLA MOTORS INC | COM | 88160R101 | 304,079 | 1,253,003 | SH | SOLE | 613,846 | 0 | 639,157 | ||
THE PRICELINE GROUP INC | COM | 741503403 | 163,610 | 141,216 | SH | SOLE | 87,385 | 0 | 53,831 | ||
TIME WARNER INC | COM | 887317303 | 39,099 | 519,864 | SH | SOLE | 139,604 | 0 | 380,260 | ||
TRIPADVISOR INC | COM | 896945201 | 33,525 | 366,711 | SH | SOLE | 109,181 | 0 | 257,530 | ||
UNDER ARMOUR INC | CL A | 904311107 | 7,732 | 111,903 | SH | SOLE | 27,600 | 0 | 84,303 | ||
UNION PACIFIC CORP | COM | 907818108 | 286,172 | 2,639,477 | SH | SOLE | 1,696,619 | 0 | 942,858 | ||
VIPSHOP HOLDINGS LTD | SPONS ADR | 92763W103 | 5,917 | 31,307 | SH | SOLE | 18,852 | 0 | 12,455 | ||
VISA INC | COM CL A | 92826C839 | 441,439 | 2,068,886 | SH | SOLE | 1,077,905 | 0 | 990,981 | ||
WALT DISNEY CO | COM | 254687106 | 446,573 | 5,015,986 | SH | SOLE | 2,829,394 | 0 | 2,186,592 | ||
WORKDAY INC | CL A | 98138H101 | 11,919 | 144,468 | SH | SOLE | 35,475 | 0 | 108,993 | ||
WYNN RESORTS LTD | COM | 983134107 | 409,512 | 2,188,970 | SH | SOLE | 1,248,041 | 0 | 940,929 |