1484043


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13F Holdings as of March 31, 2014

Security Ticker Put/Call Type Value Shares Weight Change
Facebook Inc Com FB - COM $33,598,000 557,735 5.57% 0.68%
Priceline.com Inc PCLN - COM $32,259,000 27,065 5.35% 0.22%
Be Aerospace Inc - COM $28,690,000 330,567 4.76% 0.14%
Amazon.com - COM $28,428,000 84,516 4.71% -0.77%
Linkedin LNKD - Common $26,584,000 143,743 4.41% -0.64%
Mastercard Inc MA - COM $25,920,000 346,986 4.30% -0.41%
Visa Inc V - COM CL A $24,462,000 113,325 4.05% -0.05%
Salesforce.com CRM - COM $22,380,000 392,019 3.71% 0.20%
Starbucks Inc SBUX - COM $21,521,000 293,278 3.57% -0.16%
Michael Kors Holdings Ltd KORS - FOR $21,394,000 229,376 3.55% 0.54%
Gilead Sciences, Inc. GILD - COM $20,618,000 290,966 3.42% -0.12%
Las Vegas Sands Corp LVS - COM $20,535,000 254,212 3.40% 0.17%
Precision Castparts Corp PCP - COM $19,431,000 76,874 3.22% -0.14%
Google Inc GOOG - COM $17,672,000 15,856 2.93% 2.85%
Under Armour Inc UA - CL A $16,849,000 146,974 2.79% 0.32%
Arm Holdings Plc. - Adr - SPONSORED ADR $16,657,000 326,809 2.76% -0.14%
Cummins CMI - COM $15,924,000 106,880 2.64% 0.22%
Chipotle Mexican Grill CMG - COM $15,922,000 28,029 2.64% 0.22%
Splunk Inc SPLK - COM $15,725,000 219,967 2.61% 0.19%
Ebay Inc Common EBAY - COM $13,923,000 252,041 2.31% 0.04%
Apple Computer - Common $13,722,000 25,565 2.27% -1.81%
Workday Inc WDAY - CL A $13,196,000 144,324 2.19% 0.26%
Whole Foods WFM - COM $12,788,000 252,177 2.12% -0.28%
Monsanto Co MON - COM $12,759,000 112,147 2.11% -0.00%
Celgene Corp CELG - COM $12,590,000 90,189 2.09% -0.37%
Transdigm Group TDG - COM $12,145,000 65,577 2.01% 0.28%
Regeneron Pharmaceuticals REGN - COM $11,685,000 38,914 1.94% 0.19%
Pharmacyclics Inc PCYC - $10,597,000 105,735 1.76% -0.04%
Alexion Pharmaceuticals Inc - COMMON STOCK USD.0001 $10,234,000 67,272 1.70% 0.25%
Johnson Controls JCI - COM $9,937,000 210,000 1.65% -0.39%
Twitter Inc. TWTR - com $9,012,000 193,097 1.49% -0.46%
Intuitive Surgical Inc ISRG - COM $8,815,000 22,950 1.66% NEW
Ulta Salon, Cos & Frag, Inc. ULTA - COM $8,758,000 90,742 1.65% NEW
Dunkin Brands Group Inc DNKN - COM $8,025,000 159,929 1.33% 0.10%
Fireeye Inc FEYE - COM $7,019,000 113,998 1.16% NEW
Middleby Corp The MIDD - COM $6,894,000 26,092 1.14% 0.15%
Tripadvisor Inc. TRIP - COM $6,745,000 74,455 1.12% NEW
Cabot Oil And Gas COG - COM $6,134,000 181,043 1.02% -0.11%
Procter & Gamble Co PG - COM $322,000 4,000 0.05% -0.01%
Microsoft Corp MSFT - COM $266,000 6,500 0.04% -0.00%
T Rowe Price Group Inc TROW - COM $264,000 3,200 0.04% -0.01%
American Tower Corp AMT - CL A $254,000 3,105 0.04% -0.01%
Schlumberger Ltd SLB - COM $240,000 2,660 0.05% NEW
General Electric Co GE - COM $233,000 9,000 0.04% -0.01%
Filing Period
Type
New Old Removed
Capitalization
All Mega (3%) Large (71%) Mid (10%) Small (0%) Micro (0%) Unknown (16%)
Sector
All Financial (8%) Basic Materials (3%) Healthcare (9%) Services (24%) Industrial Goods (9%) Technology (25%) Consumer Goods (4%) Unknown (16%)

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