Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIIB	BIOGEN INC.	16,501,541	$6.666B	6.6%	—	—	COM	09062X103
LLY	LILLY ELI & CO	60,059,630	$5.014B	4.9%	—	—	COM	532457108
AMGN	AMGEN INC.	31,351,688	$4.813B	4.7%	—	—	COM	031162100
ADBE	ADOBE SYS INC	36,683,855	$2.972B	2.9%	—	—	COM	00724F101
TXN	TEXAS INSTRS. INC.	57,276,849	$2.95B	2.9%	—	—	COM	882508104
—	ROCHE HOLDING AG-CHF	10,214,899	$2.862B	2.8%	—	—	COM	007110388
MSFT	MICROSOFT CORP.	62,824,927	$2.774B	2.7%	—	—	COM	594918104
FDX	FEDEX CORP	15,157,346	$2.583B	2.5%	—	—	COM	31428X106
LUV	SOUTHWEST AIRLS CO	77,813,973	$2.575B	2.5%	—	—	COM	844741108
NVS	NOVARTIS AG ADR	22,137,858	$2.177B	2.1%	—	—	COM	66987V109
SCHW	SCHWAB CHARLES CORP	60,570,527	$1.978B	1.9%	—	—	COM	808513105
—	L BRANDS INC.	21,321,837	$1.828B	1.8%	—	—	COM	501797104
—	GOOGLE CLASS A	2,690,489	$1.453B	1.4%	—	—	COM	38259P508
—	GOOGLE CLASS C	2,687,665	$1.399B	1.4%	—	—	COM	38259P706
—	MONSANTO CO.	12,486,877	$1.331B	1.3%	—	—	COM	61166W101
SONY	SONY CORP ADR NEW	45,766,250	$1.299B	1.3%	—	—	COM	835699307
—	HEWLETT-PACKARD CO.	42,450,783	$1.274B	1.3%	—	—	COM	428236103
NTAP	NETAPP INC.	39,185,758	$1.237B	1.2%	—	—	COM	64110D104
MDT	MEDTRONIC PLC	16,396,096	$1.215B	1.2%	—	—	COM	G5960L103
—	AIRBUS GROUP	18,355,017	$1.19B	1.2%	—	—	COM	004012250
CCL	CARNIVAL CORP	23,919,580	$1.181B	1.2%	—	—	COM	143658300
—	DIRECTV COM STK	12,457,523	$1.156B	1.1%	—	—	COM	25490A309
JNJ	JOHNSON & JOHNSON	11,370,350	$1.108B	1.1%	—	—	COM	478160104
BMRN	BIOMARIN PHARMA	7,992,749	$1.093B	1.1%	—	—	COM	09061G101
UAL	UNITED CONTL HLDGS INC	20,378,085	$1.08B	1.1%	—	—	COM	910047109
MRSH	MARSH & MCLENNAN COS.	18,950,551	$1.074B	1.1%	—	—	COM	571748102
QCOM	QUALCOMM INCORP.	16,994,435	$1.064B	1.0%	—	—	COM	747525103
INTC	INTEL CORP	32,232,335	$980M	1.0%	—	—	COM	458140100
—	EMC CORP/MASS	36,027,839	$951M	0.9%	—	—	COM	268648102
KMX	CARMAX INC.	13,392,932	$887M	0.9%	—	—	COM	143130102
DIS	DISNEY WALT CO.	7,656,649	$874M	0.9%	—	—	COM	254687106
ABT	ABBOTT LABORATORIES	17,737,310	$871M	0.9%	—	—	COM	002824100
INTU	INTUIT INC	8,468,775	$853M	0.8%	—	—	COM	461202103
TJX	TJX COS INC NEW	12,544,296	$830M	0.8%	—	—	COM	872540109
WFC	WELLS FARGO & CO.	14,510,242	$816M	0.8%	—	—	COM	949746101
BSX	BOSTON SCIENTIFIC CORP	46,097,564	$816M	0.8%	—	—	COM	101137107
ROST	ROSS STORES INC	16,146,500	$785M	0.8%	—	—	COM	778296103
DAL	DELTA AIR LINES DEL	19,059,645	$783M	0.8%	—	—	COM	247361702
V	VISA	11,525,448	$774M	0.8%	—	—	COM	92826C839
ERIC	ERICSSON	70,257,604	$733M	0.7%	—	—	COM	294821608
TMO	THERMO FISHER SCIENTIFIC INC	5,520,640	$716M	0.7%	—	—	COM	883556102
MU	MICRON TECHNOLOGY INC	37,983,749	$716M	0.7%	—	—	COM	595112103
CSCO	CISCO SYSTEMS INC	25,858,464	$710M	0.7%	—	—	COM	17275R102
—	ALTERA CORP.	13,499,807	$691M	0.7%	—	—	COM	021441100
AAL	AMERICAN AIRLINES GROUP	16,553,420	$661M	0.7%	—	—	COM	02376R102
NVDA	NVIDIA CORP.	32,847,415	$661M	0.6%	—	—	COM	67066G104
—	SANDISK CORP	10,415,455	$606M	0.6%	—	—	COM	80004C101
FLEX	FLEXTRONICS INTL LTD	52,674,005	$596M	0.6%	—	—	COM	Y2573F102
BABA	ALIBABA GROUP HOLDING	7,121,455	$586M	0.6%	—	—	COM	01609W102
—	SEATTLE GENETICS	11,899,100	$576M	0.6%	—	—	COM	812578102
HON	HONEYWELL INTL. INC.	5,527,155	$564M	0.6%	—	—	COM	438516106
—	QIAGEN N.V.	22,703,966	$563M	0.6%	—	—	COM	N72482107
BB	BLACKBERRY LTD	68,300,207	$559M	0.5%	—	—	COM	09228F103
KLAC	KLA-TENCOR CORP.	9,569,161	$538M	0.5%	—	—	COM	482480100
ALK	ALASKA AIRGROUP INC.	7,859,200	$506M	0.5%	—	—	COM	011659109
CAT	CATERPILLAR INC DEL	5,899,595	$500M	0.5%	—	—	COM	149123101
ILMN	ILLUMINA INC	2,239,397	$489M	0.5%	—	—	COM	452327109
JPM	JPMORGAN CHASE & CO.	6,873,601	$466M	0.5%	—	—	COM	46625H100
UNP	UNION PACIFIC CORP.	4,756,375	$454M	0.4%	—	—	COM	907818108
JBLU	JET BLUE AIRWAYS	21,803,014	$453M	0.4%	—	—	COM	477143101
—	CHUBB CORP.	4,499,200	$428M	0.4%	—	—	COM	171232101
EBAY	EBAY INC.	6,976,300	$420M	0.4%	—	—	COM	278642103
SLB	SCHLUMBERGER LTD	4,766,824	$411M	0.4%	—	—	COM	806857108
RCL	ROYAL CARIBBEAN	5,118,501	$403M	0.4%	—	—	COM	V7780T103
UPS	UNITED PARCEL SVC INC.	4,141,598	$401M	0.4%	—	—	COM	911312106
GLW	CORNING INC	19,864,300	$392M	0.4%	—	—	COM	219350105
—	TRIBUNE MEDIA COMPANY	7,290,715	$389M	0.4%	—	—	COM	896047503
ORCL	ORACLE CORP.	9,549,200	$385M	0.4%	—	—	COM	68389X105
CVS	CVS HEALTH CORP	3,602,710	$378M	0.4%	—	—	COM	126650100
—	ABIOMED INC.	5,668,090	$373M	0.4%	—	—	COM	003654100
RIG	TRANSOCEAN LTD	22,096,775	$356M	0.4%	—	—	COM	H8817H100
ASML	ASML HOLDING NV	3,319,178	$346M	0.3%	—	—	COM	N07059210
TSLA	TESLA MOTORS	1,248,420	$335M	0.3%	—	—	COM	88160R101
TRMB	TRIMBLE NAVIGATION	13,780,615	$323M	0.3%	—	—	COM	896239100
PGR	PROGRESSIVE CORP.	11,611,475	$323M	0.3%	—	—	COM	743315103
—	BED BATH & BEYOND INC.	4,462,856	$308M	0.3%	—	—	COM	075896100
ROK	ROCKWELL AUTOMATION	2,465,255	$307M	0.3%	—	—	COM	773903109
—	POLYPORE INTERNATIONAL	5,110,640	$306M	0.3%	—	—	COM	73179V103
—	DREAM WORKS ANIMATION	11,596,200	$306M	0.3%	—	—	COM	26153C103
DE	DEERE & CO	3,121,819	$303M	0.3%	—	—	COM	244199105
—	JACOBS ENGR GROUP DEL	7,273,030	$295M	0.3%	—	—	COM	469814107
ADI	ANALOG DEVICES	4,574,815	$294M	0.3%	—	—	COM	032654105
BA	BOEING CO.	2,116,250	$294M	0.3%	—	—	COM	097023105
—	DYAX CORP.	10,617,860	$281M	0.3%	—	—	COM	26746E103
—	PLANTRONICS INC NEW	4,918,650	$277M	0.3%	—	—	COM	727493108
—	NUANCE COMMUNICATIONS	15,806,438	$277M	0.3%	—	—	COM	67020Y100
—	ELLIE MAE	3,931,245	$274M	0.3%	—	—	COM	28849P100
—	SHUTTERFLY	5,557,382	$266M	0.3%	—	—	COM	82568P304
—	ACTIVISION BLIZZARD	10,874,825	$263M	0.3%	—	—	COM	00507V109
—	CREE INC.	10,100,141	$263M	0.3%	—	—	COM	225447101
EOG	EOG RESOURCES INC.	2,877,050	$252M	0.2%	—	—	COM	26875P101
—	POTASH CORP SASK INC	8,102,864	$251M	0.2%	—	—	COM	73755L107
—	NEKTAR THERAPEUTICS	19,706,886	$247M	0.2%	—	—	COM	640268108
—	NEUSTAR	8,106,007	$237M	0.2%	—	—	COM	64126X201
—	PRAXAIR INC.	1,888,470	$226M	0.2%	—	—	COM	74005P104
A	AGILENT TECHNOLOGIES	5,725,575	$221M	0.2%	—	—	COM	00846U101
—	RITCHIE BROS AUCTION	7,869,280	$220M	0.2%	—	—	COM	767744105
CHRW	CH ROBINSON WORLDWIDE	3,413,994	$213M	0.2%	—	—	COM	12541W209
—	COMSCORE	3,869,832	$206M	0.2%	—	—	COM	20564W105
CME	THE CME GROUP	2,125,263	$198M	0.2%	—	—	COM	12572Q105
NCLH	NORWEGIAN CRUISE LINES	3,452,950	$194M	0.2%	—	—	COM	G66721104
—	GLAXOSMITHKLINE PLC (ADR)	4,595,385	$191M	0.2%	—	—	COM	37733W105
—	BROADCOM CORP	3,679,900	$189M	0.2%	—	—	COM	111320107
ABBV	ABBVIE INC.	2,799,320	$188M	0.2%	—	—	COM	00287Y109
SNY	SANOFI	3,756,457	$186M	0.2%	—	—	COM	80105N105
FFIV	F5 NETWORKS INC	1,538,465	$185M	0.2%	—	—	COM	315616102
—	IMMUNOGEN	12,867,483	$185M	0.2%	—	—	COM	45253H101
RVTY	PERKIN ELMER	3,475,470	$183M	0.2%	—	—	COM	714046109
KEYS	KEYSIGHT TECHNOLOGIES	5,721,339	$178M	0.2%	—	—	COM	49338L103
—	ASCENA RETAIL GROUP	10,168,200	$169M	0.2%	—	—	COM	04351G101
ACM	AECOM	4,820,720	$159M	0.2%	—	—	COM	00766T100
PNR	PENTAIR PLC	2,291,081	$158M	0.2%	—	—	COM	G7S00T104
PODD	INSULET CORP.	5,032,572	$156M	0.2%	—	—	COM	45784P101
—	E TRADE FINANCIAL	5,103,300	$153M	0.2%	—	—	COM	269246401
CSX	CSX CORP.	4,608,325	$150M	0.1%	—	—	COM	126408103
—	UNITED TECHNOLOGIES CORP.	1,303,400	$145M	0.1%	—	—	COM	913017109
—	EPIZYME	6,023,605	$145M	0.1%	—	—	COM	29428V104
—	YAHOO! INC.	3,666,900	$144M	0.1%	—	—	COM	984332106
—	CEPHEID	2,335,100	$143M	0.1%	—	—	COM	15670R107
EA	ELECTRONIC ARTS INC.	2,037,250	$135M	0.1%	—	—	COM	285512109
USB	US BANCORP DEL	3,071,964	$133M	0.1%	—	—	COM	902973304
—	VMWARE	1,513,462	$130M	0.1%	—	—	COM	928563402
AAPL	APPLE INC	1,034,000	$130M	0.1%	—	—	COM	037833100
—	SYMANTEC	5,378,000	$125M	0.1%	—	—	COM	871503108
GIL	GILDAN ACTIVEWEAR	3,736,700	$124M	0.1%	—	—	COM	375916103
—	DISCOVER FIN SVCS	2,123,800	$122M	0.1%	—	—	COM	254709108
AMZN	AMAZON.COM INC	278,470	$121M	0.1%	—	—	COM	023135106
—	ABAXIS	2,345,000	$121M	0.1%	—	—	COM	002567105
—	AFFYMETRIX INC.	11,014,740	$120M	0.1%	—	—	COM	00826T108
RMBS	RAMBUS INC DEL COM	8,291,622	$120M	0.1%	—	—	COM	750917106
MRK	MERCK & COMPANY	2,042,000	$116M	0.1%	—	—	COM	58933Y105
IEX	IDEX CORP	1,461,505	$115M	0.1%	—	—	COM	45167R104
CRL	CHARLES RIVER LAB	1,622,300	$114M	0.1%	—	—	COM	159864107
—	NOBLE ENERGY INC.	2,648,800	$113M	0.1%	—	—	COM	655044105
AMAT	APPLIED MATERIALS	5,808,355	$112M	0.1%	—	—	COM	038222105
—	SAFRAN	1,583,900	$107M	0.1%	—	—	COM	00B058TZ6
LAB	FLUIDIGM CORP.	4,069,132	$98.47M	0.1%	—	—	COM	34385P108
URBN	URBAN OUTFITTERS	2,744,256	$96.05M	0.1%	—	—	COM	917047102
MKTX	MARKETAXESS HLDGS INC.	1,003,420	$93.09M	0.1%	—	—	COM	57060D108
NSC	NORFOLK SOUTHERN	1,060,980	$92.69M	0.1%	—	—	COM	655844108
CW	CURTISS WRIGHT	1,269,250	$91.94M	0.1%	—	—	COM	231561101
—	SPRINT CORP.	20,085,000	$91.59M	0.1%	—	—	COM	85207U105
WAT	WATERS CORP	711,722	$91.37M	0.1%	—	—	COM	941848103
MA	MASTERCARD INC CL A	967,550	$90.45M	0.1%	—	—	COM	57636Q104
CE	CELANESE CORP	1,231,100	$88.49M	0.1%	—	—	COM	150870103
—	DOW CHEMICAL CO.	1,720,000	$88.01M	0.1%	—	—	COM	260543103
JBL	JABIL CIRCUIT	4,072,200	$86.7M	0.1%	—	—	COM	466313103
CTRA	CABOT OIL & GAS CORP	2,688,200	$84.79M	0.1%	—	—	COM	127097103
—	FEI COMPANY	1,008,200	$83.61M	0.1%	—	—	COM	30241L109
—	NATIONAL OILWELL VARCO	1,692,545	$81.72M	0.1%	—	—	COM	637071101
—	HERTZ GLOBAL HLDS	4,418,800	$80.07M	0.1%	—	—	COM	42805T105
DSGX	DESCARTES SYS GRP INC	4,963,090	$79.66M	0.1%	—	—	COM	249906108
—	FARO TECHNOLOGIES INC.	1,696,000	$79.2M	0.1%	—	—	COM	311642102
—	EXACT SCIENCE CORP	2,631,300	$78.25M	0.1%	—	—	COM	30063p105
ENTG	ENTEGRIS INC	5,245,450	$76.43M	0.1%	—	—	COM	29362U104
FORM	FORMFACTOR INC	8,222,918	$75.65M	0.1%	—	—	COM	346375108
WHR	WHIRLPOOL CP	437,100	$75.64M	0.1%	—	—	COM	963320106
—	TUESDAY MORNING CORP.	6,608,350	$74.48M	0.1%	—	—	COM	899035505
OLED	UNIVERSAL DISPLAY CORP	1,433,461	$74.15M	0.1%	—	—	COM	91347P105
CHGG	CHEGG INC	9,338,372	$73.21M	0.1%	—	—	COM	163092109
—	SOUTHWESTERN ENERGY CO	3,208,386	$72.93M	0.1%	—	—	COM	845467109
VFC	V F CORP	1,035,980	$72.25M	0.1%	—	—	COM	918204108
XOM	EXXON MOBIL CORP.	786,212	$65.41M	0.1%	—	—	COM	30231G102
XNCR	XENCOR	2,956,500	$64.95M	0.1%	—	—	COM	98401F105
ZBH	ZIMMER BIOMET HOLDINGS INC.	587,700	$64.19M	0.1%	—	—	COM	98956P102
—	TIME WARNER CABLE	351,004	$62.54M	0.1%	—	—	COM	88732J207
—	MOMENTA PHARMACEUTICALS	2,700,900	$61.61M	0.1%	—	—	COM	60877T100
—	SERVICESOURCE	11,013,101	$60.24M	0.1%	—	—	COM	81763U100
—	NOVADAQ TECHNOLOGIES INC.	4,925,582	$59.65M	0.1%	—	—	COM	66987G102
—	TRIBUNE PUBLISHING	3,809,921	$59.21M	0.1%	—	—	COM	896082104
—	BOULDER BRANDS INC.	8,457,700	$58.7M	0.1%	—	—	COM	101405108
ARAY	ACCURAY INC.	8,603,700	$57.99M	0.1%	—	—	COM	004397105
—	CRAY INC	1,922,425	$56.73M	0.1%	—	—	COM	225223304
EXPD	EXPEDITORS INTL OF WASH	1,189,400	$54.84M	0.1%	—	—	COM	302130109
KEX	KIRBY CORP.	701,600	$53.78M	0.1%	—	—	COM	497266106
TSN	TYSON FOODS	1,260,000	$53.71M	0.1%	—	—	COM	902494103
—	SPIRIT AIRLINES	792,824	$49.23M	0.0%	—	—	COM	848577102
—	PFENEX INC	2,371,388	$46.01M	0.0%	—	—	COM	717071104
AXP	AMERICAN EXPRESS CO.	576,700	$44.82M	0.0%	—	—	COM	025816109
—	NUVASIVE INC.	901,000	$42.69M	0.0%	—	—	COM	670704105
PEP	PEPSICO INC	450,000	$42M	0.0%	—	—	COM	713448108
EW	EDWARDS LIFE	280,000	$39.88M	0.0%	—	—	COM	28176E108
LVS	LAS VEGAS SANDS CORP.	750,000	$39.43M	0.0%	—	—	COM	517834107
CERS	CERUS CORP	7,400,000	$38.41M	0.0%	—	—	COM	157085101
—	GUIDANCE SOFTWARE	4,451,707	$37.71M	0.0%	—	—	COM	401692108
—	SOLAZYME	11,972,209	$37.59M	0.0%	—	—	COM	83415T101
—	AXCELIS TECHNOLOGIES	12,342,000	$36.53M	0.0%	—	—	COM	054540109
—	VIRGIN AMERICA	1,154,900	$31.74M	0.0%	—	—	COM	92765X208
—	DU PONT E.I. DE NEMOURS	485,900	$31.07M	0.0%	—	—	COM	263534109
SSYS	STRATASYS LTD	885,000	$30.91M	0.0%	—	—	COM	M85548101
SYK	STRYKER CORP.	295,500	$28.24M	0.0%	—	—	COM	863667101
NWL	NEWELL RUBBERMAID INC	638,060	$26.23M	0.0%	—	—	COM	651229106
—	CAMERON INTL CORP.	500,200	$26.2M	0.0%	—	—	COM	13342B105
—	UTi WORLDWIDE	2,581,000	$25.78M	0.0%	—	—	COM	G87210103
—	TEKMIRA PHARMACEUTICALS	2,080,000	$24.67M	0.0%	—	—	COM	87911B209
—	CONSTELLIUM N.V.	2,014,500	$23.83M	0.0%	—	—	COM	N22035104
CRM	SALESFORCE.COM	317,460	$22.11M	0.0%	—	—	COM	79466L302
—	CIRCOR CORP	403,500	$22M	0.0%	—	—	COM	17273K109
—	DIEBOLD	562,000	$19.67M	0.0%	—	—	COM	253651103
—	XOOM CORP	928,800	$19.56M	0.0%	—	—	COM	98419Q101
NNBR	NN INC	755,000	$19.27M	0.0%	—	—	COM	629337106
MATV	SCHWEITZER-MAUDUIT	481,200	$19.19M	0.0%	—	—	COM	808541106
—	MOBILEYE N.V.	330,650	$17.58M	0.0%	—	—	COM	N51488117
—	HAWAIIAN HOLDINGS INC.	740,000	$17.57M	0.0%	—	—	COM	419879101
CMA	COMERICA	336,200	$17.25M	0.0%	—	—	COM	200340107
RRC	RANGE RESOURCES	345,400	$17.06M	0.0%	—	—	COM	75281A109
—	WILLIS GROUP HOLDINGS	348,200	$16.33M	0.0%	—	—	COM	G96666105
MCY	MERCURY GENERAL CORP	281,600	$15.67M	0.0%	—	—	COM	589400100
RSG	REPUBLIC SVCS INC	383,935	$15.04M	0.0%	—	—	COM	760759100
CIEN	CIENA CORP	630,269	$14.93M	0.0%	—	—	COM	171779309
PEG	PUBLIC SVC ENTERPRISE GRP	372,379	$14.63M	0.0%	—	—	COM	744573106
—	AUDIENCE	2,929,074	$14.32M	0.0%	—	—	COM	05070J102
—	REX ENERGY CORP	2,497,000	$13.96M	0.0%	—	—	COM	761565100
TDG	TRANSDIGM GROUP	57,700	$12.96M	0.0%	—	—	COM	893641100
MATX	MATSON INC.	277,761	$11.68M	0.0%	—	—	COM	57686G105
OSUR	ORASURE TECHNOLOGIES	2,020,900	$10.89M	0.0%	—	—	COM	68554V108
—	ESTERLINE TECHNOLOGIES	112,331	$10.71M	0.0%	—	—	COM	297425100
—	BROCADE COMM SYS	900,000	$10.69M	0.0%	—	—	COM	111621306
CRI	CARTER'S	97,870	$10.4M	0.0%	—	—	COM	146229109
—	FRANK'S INTERNATIONAL	543,400	$10.24M	0.0%	—	—	COM	N33462107
—	AXOVANT SCIENCES	500,000	$10.19M	0.0%	—	—	COM	G0750W104
TREX	TREX CO	187,037	$9.245M	0.0%	—	—	COM	89531P105
LYB	LYONDELLBASELL INDUSTRIES	84,300	$8.727M	0.0%	—	—	COM	N53745100
—	NCI BUILDING SYSTEMS	535,000	$8.062M	0.0%	—	—	COM	628852204
ALGT	ALLEGIANT TRAVEL CO	43,100	$7.667M	0.0%	—	—	COM	01748X102
—	THOMSON REUTERS CORP	200,000	$7.614M	0.0%	—	—	COM	884903105
GEF	GREIF CL A	195,400	$7.005M	0.0%	—	—	COM	397624107
—	MARRONE BIO INNOVATIONS	3,242,100	$6.419M	0.0%	—	—	COM	57165B106
CAR	AVIS BUDGET GROUP	145,000	$6.392M	0.0%	—	—	COM	053774105
—	ENCANA CORP.	560,000	$6.171M	0.0%	—	—	COM	292505104
—	CHICAGO BRIDGE & IRON	120,000	$6.005M	0.0%	—	—	COM	167250109
—	NIMBLE STORAGE	202,600	$5.685M	0.0%	—	—	COM	65440R101
PBR/A	PETRO BRASIL ADR Pref A	695,000	$5.671M	0.0%	—	—	COM	71654V101
—	FLEX PHARMA	326,200	$5.611M	0.0%	—	—	COM	33938A105
CCK	CROWN HOLDINGS INC.	104,300	$5.519M	0.0%	—	—	COM	228368106
EXC	EXELON CORP	155,300	$4.88M	0.0%	—	—	COM	30161N101
—	SMART TECHNOLOGIES INC A	4,594,346	$4.393M	0.0%	—	—	COM	83172R108
—	KELLOGG CO.	70,000	$4.389M	0.0%	—	—	COM	487836108
—	ONCOMED PHARMACEUTICALS	190,800	$4.293M	0.0%	—	—	COM	68234X102
—	HILTON WORLDWIDE HOLDINGS INC	146,000	$4.022M	0.0%	—	—	COM	43300A104
—	ARISTA NETWORKS	49,000	$4.005M	0.0%	—	—	COM	040413106
—	QUIKSILVER	5,899,000	$3.893M	0.0%	—	—	COM	74838C106
PBR	PETROLEO BRASILEIRO ADR	430,000	$3.891M	0.0%	—	—	COM	71654V408
CBT	CABOT CORP	100,000	$3.729M	0.0%	—	—	COM	127055101
MSI	MOTOROLA SOLUTIONS INC	57,900	$3.32M	0.0%	—	—	COM	620076307
—	ENSCO PLC	143,340	$3.192M	0.0%	—	—	COM	G3157S106
—	CARDICA INC	6,013,500	$3.007M	0.0%	—	—	COM	14141R101
—	CANADIAN PACIFIC RAILWAY	16,980	$2.721M	0.0%	—	—	COM	13645T100
—	KALOBIOS PHARMA	4,327,600	$2.077M	0.0%	—	—	COM	48344T100
VLRS	CONTROLADORA VUELA COMPANIA DE	157,000	$1.875M	0.0%	—	—	COM	21240E105
—	THE RUBICON PROJECT	116,000	$1.735M	0.0%	—	—	COM	78112V102
GEF/B	GREIF CL B	42,000	$1.701M	0.0%	—	—	COM	397624206
—	FRANCESCA'S HOLDINGS	110,900	$1.494M	0.0%	—	—	COM	351793104
—	TWITTER INC.	40,980	$1.484M	0.0%	—	—	COM	90184L102
—	CERNER CORP	20,000	$1.381M	0.0%	—	—	COM	156782104
—	AVALANCHE BIOTECHNOLOGIES INC.	68,300	$1.109M	0.0%	—	—	COM	05337G107
WDAY	WORKDAY	10,000	$764K	0.0%	—	—	COM	98138H101
POST	POST HOLDINGS	12,000	$647K	0.0%	—	—	COM	737446104
ATEN	A10 NETWORKS	90,000	$580K	0.0%	—	—	COM	002121101
—	XENOPORT	91,000	$558K	0.0%	—	—	COM	98411C100
BOOT	BOOT BARN HOLDINGS	13,500	$432K	0.0%	—	—	COM	099406100