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 |
| AMAZON COM INC | COM | 023135106 | 167,695 | 386,314 | SH | SOLE | 261,456 | 11,299 | 113,559 | ||
| ANSYS INC | COM | 03662Q105 | 267,579 | 2,932,696 | SH | SOLE | 1,984,767 | 85,271 | 862,658 | ||
| BARD C R INC | COM | 067383109 | 79,203 | 463,988 | SH | SOLE | 313,757 | 13,514 | 136,717 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 207,576 | 1,465,414 | SH | SOLE | 989,469 | 42,610 | 433,335 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 462,451 | 5,813,334 | SH | SOLE | 3,934,381 | 170,007 | 1,708,946 | ||
| DEERE & CO | COM | 244199105 | 417,432 | 4,301,201 | SH | SOLE | 2,911,820 | 125,826 | 1,263,555 | ||
| EBAY INC | COM | 278642103 | 110,651 | 1,836,833 | SH | SOLE | 1,243,507 | 53,733 | 539,593 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 280,757 | 1,971,195 | SH | SOLE | 1,335,072 | 57,661 | 578,462 | ||
| GOOGLE INC | CL A | 38259P508 | 317,822 | 588,516 | SH | SOLE | 397,958 | 17,141 | 173,417 | ||
| GRAINGER W W INC | COM | 384802104 | 345,192 | 1,458,660 | SH | SOLE | 986,937 | 42,459 | 429,264 | ||
| INFORMATICA CORP | COM | 45666Q102 | 137,691 | 2,840,746 | SH | SOLE | 1,935,808 | 83,193 | 821,745 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 251,840 | 3,735,391 | SH | SOLE | 2,528,786 | 109,273 | 1,097,332 | ||
| INTUIT | COM | 461202103 | 191,493 | 1,900,293 | SH | SOLE | 1,286,439 | 55,592 | 558,262 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 9,011 | 264,241 | SH | SOLE | 264,241 | 0 | 0 | ||
| JONES LANG LASALLE INC | COM | 48020Q107 | 114,829 | 671,517 | SH | SOLE | 454,247 | 19,607 | 197,663 | ||
| LEJU HLDGS LTD | SPONSORED ADS | 50187J108 | 3,312 | 396,656 | SH | SOLE | 396,656 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 423,613 | 9,577,505 | SH | SOLE | 6,486,603 | 277,700 | 2,813,202 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 140,507 | 679,994 | SH | SOLE | 460,248 | 19,893 | 199,853 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 2,823 | 31,291 | SH | SOLE | 31,291 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 119,150 | 840,859 | SH | SOLE | 569,147 | 24,599 | 247,113 | ||
| MICROSOFT CORP | COM | 594918104 | 659,931 | 14,947,484 | SH | SOLE | 10,117,782 | 437,361 | 4,392,341 | ||
| MSCI INC | COM | 55354G100 | 307,209 | 4,991,215 | SH | SOLE | 3,378,613 | 146,034 | 1,466,568 | ||
| NIELSEN N V | COM | N63218106 | 108,989 | 2,434,412 | SH | SOLE | 1,657,659 | 71,112 | 705,641 | ||
| NIKE INC | CL B | 654106103 | 134,506 | 1,245,191 | SH | SOLE | 847,914 | 36,382 | 360,895 | ||
| OPOWER INC | COM | 68375Y109 | 18,832 | 1,636,139 | SH | SOLE | 1,636,139 | 0 | 0 | ||
| PRICE T ROWE GROUP INC | COM | 74144T108 | 171,168 | 2,202,089 | SH | SOLE | 1,500,689 | 64,234 | 637,166 | ||
| QUALCOMM INC | COM | 747525103 | 580,401 | 9,267,146 | SH | SOLE | 6,342,438 | 264,851 | 2,659,857 | ||
| SCHEIN HENRY INC | COM | 806407102 | 204,204 | 1,436,839 | SH | SOLE | 979,156 | 41,906 | 415,777 | ||
| SIRONA DENTAL SYSTEMS INC | COM | 82966C103 | 401,482 | 3,998,027 | SH | SOLE | 2,699,532 | 116,168 | 1,182,327 | ||
| SOLARCITY CORP | COM | 83416T100 | 12,638 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 24,795 | 120,450 | SH | SOLE | 20,450 | 0 | 100,000 | ||
| VARIAN MED SYS INC | COM | 92220P105 | 303,202 | 3,595,420 | SH | SOLE | 2,432,081 | 104,980 | 1,058,359 | ||
| WATERS CORP | COM | 941848103 | 483,090 | 3,762,972 | SH | SOLE | 2,548,416 | 109,093 | 1,105,463 | ||