| 1 |
ALLIANCE DATA SYSTEMS CORP |
202,490 |
55,168 |
1.98% |
|
|
| 2 |
AMAZON COM INC |
361,863 |
121,718 |
4.36% |
|
|
| 3 |
APPLE INC |
2,035 |
1,092 |
0.04% |
|
|
| 4 |
ARTISAN PARTNERS ASSET MGMT |
596,500 |
38,325 |
1.37% |
|
|
| 5 |
B/E AEROSPACE INC |
814,750 |
70,712 |
2.53% |
|
|
| 6 |
BLACKROCK INC |
1,550 |
487 |
0.02% |
|
|
| 7 |
CARE COM INC |
42,000 |
695 |
0.02% |
|
|
| 8 |
CATAMARAN CORP COM |
1,594,925 |
71,389 |
2.56% |
|
|
| 9 |
CELGENE CORP |
556,132 |
77,636 |
2.78% |
|
|
| 10 |
CHIPOTLE MEXICAN GRILL INC |
36,010 |
20,455 |
0.73% |
|
|
| 11 |
COGNIZANT TECHNOLOGY SOLUTIO |
1,319,650 |
66,774 |
2.39% |
|
|
| 12 |
CRITEO S A |
28,650 |
1,162 |
0.04% |
|
|
| 13 |
CULLEN FROST BANKERS INC |
3,200 |
248 |
0.01% |
|
|
| 14 |
DISNEY WALT CO |
4,905 |
393 |
0.01% |
|
|
| 15 |
EBAY INC |
971,680 |
53,676 |
1.92% |
|
|
| 16 |
ECOLAB INC |
2,125 |
229 |
0.01% |
|
|
| 17 |
ENVESTNET INC |
321,900 |
12,934 |
0.46% |
|
|
| 18 |
F5 NETWORKS INC |
250,530 |
26,714 |
0.96% |
|
|
| 19 |
FACEBOOK INC |
1,920,990 |
115,720 |
4.14% |
|
|
| 20 |
FINANCIAL ENGINES INC |
1,072,830 |
54,478 |
1.95% |
|
|
| 21 |
FIREEYE INC |
291,110 |
17,924 |
0.64% |
|
|
| 22 |
FIRST REP BK SAN FRANCISCO C |
1,046,850 |
56,519 |
2.02% |
|
|
| 23 |
FLUIDIGM CORP DEL COM |
448,000 |
19,743 |
0.71% |
|
|
| 24 |
GENERAL ELECTRIC CO |
15,500 |
401 |
0.01% |
|
|
| 25 |
GILEAD SCIENCES INC |
967,325 |
68,545 |
2.45% |
|
|
| 26 |
GOOGLE INC |
101,549 |
113,177 |
4.05% |
|
|
| 27 |
GREEN DOT CORP CL A |
13,805 |
270 |
0.01% |
|
|
| 28 |
HOME DEPOT INC |
3,100 |
245 |
0.01% |
|
|
| 29 |
HOMEAWAY INC |
1,276,300 |
48,078 |
1.72% |
|
|
| 30 |
IPC THE HOSPITALIST CO |
432,676 |
21,236 |
0.76% |
|
|
| 31 |
ISHARES TR |
3,197 |
215 |
0.01% |
|
|
| 32 |
Intuit Inc |
586,645 |
108,494 |
3.88% |
|
|
| 33 |
JOHNSON & JOHNSON |
4,700 |
462 |
0.02% |
|
|
| 34 |
LULULEMON ATHLETICA INC |
1,015,480 |
53,404 |
1.91% |
|
|
| 35 |
MCKESSON CORP |
3,055 |
539 |
0.02% |
|
|
| 36 |
MEDIDATA SOLUTIONS INC |
1,095,255 |
59,516 |
2.13% |
|
|
| 37 |
MERCADOLIBRE INC |
501,480 |
47,696 |
1.71% |
|
|
| 38 |
MICHAEL KORS HLDGS LTD |
554,015 |
51,673 |
1.85% |
|
|
| 39 |
MITEK SYS INC |
1,703,900 |
6,594 |
0.24% |
|
|
| 40 |
NETFLIX INC |
333,045 |
117,242 |
4.20% |
|
|
| 41 |
NORDSTROM INC |
9,503 |
593 |
0.02% |
|
|
| 42 |
NOVO-NORDISK A S |
8,175 |
373 |
0.01% |
|
|
| 43 |
PACCAR INC |
412,060 |
27,789 |
1.00% |
|
|
| 44 |
PALO ALTO NETWORKS INC |
16,390 |
1,124 |
0.04% |
|
|
| 45 |
PAYCHEX INC |
5,950 |
253 |
0.01% |
|
|
| 46 |
PFIZER INC |
7,125 |
229 |
0.01% |
|
|
| 47 |
PIONEER NAT RES CO |
349,425 |
65,391 |
2.34% |
|
|
| 48 |
PRECISION CASTPARTS |
324,805 |
82,098 |
2.94% |
|
|
| 49 |
PRICELINE GRP INC |
95,592 |
113,935 |
4.08% |
|
|
| 50 |
Pandora Media Inc |
2,289,770 |
69,426 |
2.49% |
|
|
