Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE COMPUTER INC	24,688	$11.77M	9.2%	$13.16	+8.5%	COMMON	037833100
—	CELGENE CORP COM	53,549	$8.254M	6.5%	$116.99	—	COMMON	151020104
LULU	LULULEMON ATHLETICA I	106,287	$7.773M	6.1%	$72.51	-3.8%	COMMON	550021109
GILD	GILEAD SCIENCES INC C	114,635	$7.207M	5.6%	$36.21	+14.7%	COMMON	375558103
CTSH	COGNIZANT TECHNLGY SL	82,836	$6.802M	5.3%	$29.46	+11.7%	COMMON	192446102
ISRG	INTUITIVE SURGICAL IN	16,549	$6.227M	4.9%	$55.09	-19.8%	COMMON	46120E602
ILMN	ILLUMINA INC COM	74,250	$6.002M	4.7%	$64.01	+19.5%	COMMON	452327109
—	GOOGLE INC CL A	6,332	$5.546M	4.3%	$880.44	—	COMMON	38259P508
—	VMWARE INC CL A COM	61,024	$4.937M	3.9%	$66.99	—	COMMON	928563402
—	ALEXION PHARMACEUTICA	38,221	$4.44M	3.5%	$92.23	—	COMMON	015351109
QCOM	QUALCOMM INC COM	60,009	$4.04M	3.2%	$45.06	+3.3%	COMMON	747525103
—	CAVIUM INC COM	96,371	$3.97M	3.1%	$35.37	—	COMMON	14965A101
ULTA	ULTA SALON COSMETCS &	32,415	$3.872M	3.0%	$89.99	+15.2%	COMMON	90384S303
SBUX	STARBUCKS CORP COM	48,905	$3.764M	2.9%	$24.37	+16.0%	COMMON	855244109
MELI	MERCADOLIBRE INC COM	24,994	$3.372M	2.6%	$105.85	+11.3%	COMMON	58733R102
AMZN	AMAZON COM INC COM	9,882	$3.09M	2.4%	$13.32	+11.9%	COMMON	023135106
—	COACH INC COM	53,324	$2.908M	2.3%	$57.09	—	COMMON	189754104
—	PRICELINE COM INC COM	2,815	$2.846M	2.2%	$828.53	—	COMMON	741503403
BJRI	BJS RESTAURANTS INC C	83,244	$2.387M	1.9%	$34.68	-5.1%	COMMON	09180C106
POWI	POWER INTEGRATIONS IN	44,024	$2.384M	1.9%	$18.48	+24.5%	COMMON	739276103
—	CREE INC COM	38,895	$2.341M	1.8%	$63.31	—	COMMON	225447101
BIDU	BAIDU INC SPON ADR RE	13,309	$2.065M	1.6%	$95.50	—	COMMON	056752108
—	BROADCOM CORP COM	75,801	$1.972M	1.5%	$33.80	—	COMMON	111320107
—	NOODLES & CO.	42,768	$1.833M	1.4%	$42.86	—	COMMON	65540B105
—	FRESH MKT INC COM	38,723	$1.832M	1.4%	$49.36	—	COMMON	35804H106
—	NEW ORIENTAL ED & TEC	69,627	$1.734M	1.4%	$22.15	—	COMMON	647581107
—	TILE SHOP HOLDINGS	60,371	$1.72M	1.3%	$28.49	—	COMMON	88677Q109
KMI	KINDER MORGAN INC	44,283	$1.575M	1.2%	$20.18	0.0%	COMMON	49456B101
—	SOUTHWESTERN ENERGY C	36,880	$1.342M	1.1%	$36.53	—	COMMON	845467109
ARCO	ARCOS DORADOS HOLDING	99,305	$1.177M	0.9%	$10.94	-10.8%	COMMON	G0457F107
—	PHARMACYCLICS INC COM	5,050	$698K	0.5%	$79.98	—	COMMON	716933106
BA	BOEING CO COM	4,341	$510K	0.4%	$80.37	+13.9%	COMMON	097023105
HD	HOME DEPOT INC COM	6,708	$509K	0.4%	$56.08	+3.2%	COMMON	437076102
BMY	BRISTOL MYERS SQUIBB	10,781	$499K	0.4%	$28.67	+1.9%	COMMON	110122108
JNJ	JOHNSON & JOHNSON	5,125	$444K	0.3%	$59.81	+6.2%	COMMON	478160104
NSC	NORFOLK SOUTHN CORP	5,353	$414K	0.3%	$57.67	-1.2%	COMMON	655844108
T	A T & T INC (NEW)	11,030	$373K	0.3%	$11.39	-3.8%	COMMON	00206R102
ABT	ABBOTT LABS	11,041	$367K	0.3%	$28.82	-3.9%	COMMON	002824100
PFE	PFIZER INC	12,152	$349K	0.3%	$16.45	-0.6%	COMMON	717081103
—	WALGREEN COMPANY	6,200	$334K	0.3%	$44.14	—	COMMON	931422109
VZ	VERIZON COMMUNICATION	6,465	$302K	0.2%	$27.03	-3.3%	COMMON	92343V104
NUE	NUCOR CORP COM	6,045	$296K	0.2%	$32.41	+6.6%	COMMON	670346105
—	MARKWEST ENERGY PARTN	3,975	$287K	0.2%	$67.00	—	COMMON	570759100
NEE	NEXTERA ENERGY INC CO	3,560	$285K	0.2%	$14.19	+4.7%	COMMON	65339F101
ET	ENERGY TRANSFER EQUIT	4,250	$280K	0.2%	$59.84	—	COMMON	29273V100
PAYX	PAYCHEX INC COM	6,710	$273K	0.2%	$25.11	+7.6%	COMMON	704326107
SLB	SCHLUMBERGER	3,009	$266K	0.2%	$58.98	0.0%	COMMON	806857108
TROW	PRICE T ROWE GROUP IN	3,675	$264K	0.2%	$47.68	-0.3%	COMMON	74144T108
MRK	MERCK & COMPANY	5,390	$257K	0.2%	$30.03	+3.1%	COMMON	58933Y105
—	ENERGY TRANSFER PRTNR	4,912	$256K	0.2%	$50.44	—	COMMON	29273R109
—	KINDER MORGAN ENERGY	2,995	$239K	0.2%	$85.38	—	COMMON	494550106
CVX	CHEVRON CORP NEW COM	1,940	$235K	0.2%	$71.34	+2.5%	COMMON	166764100
JPM	J P MORGAN CHASE & CO	4,534	$234K	0.2%	$36.28	+6.2%	COMMON	46625H100
LLY	LILLY ELI AND COMPAN	4,625	$233K	0.2%	$42.18	-2.8%	COMMON	532457108
DUK	DUKE ENERGY CORPORATI	3,345	$223K	0.2%	$41.74	-2.2%	COMMON	26441C204