2013-Q3

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Bread Financial Holdings, Inc. US0185811082	+148K	392K	BUY
Amazon.com, Inc. US0231351067	-250K	8.2M	SELL	$10.47–$11.76
Apple Inc. US0378331005	+45K	60K	BUY	$1.60–$1.94
Chart Industries, Inc. US16115Q3083	-5.1K	377K	SELL
Chipotle Mexican Grill, Inc. US1696561059	-237K	6.5M	SELL
Cognizant Technology Solutions Corporation US1924461023	-36K	1.6M	SELL
Cullen/Frost Bankers, Inc. US2298991090	-100	5K	SELL
Deckers Outdoor Corporation US2435371073	-574K	2.7M	SELL
eBay Inc. US2786421030	+718K	2.5M	BUY
Meta Platforms, Inc. US30303M1027	-420K	3.2M	SELL
F5, Inc. US3156161024	+46K	921K	BUY
Johnson & Johnson US4781601046	+1.1K	4.8K	BUY
Kinder Morgan, Inc. US49456B1017	+14K	76K	BUY
Lululemon Athletica Inc. US5500211090	-396K	799K	SELL
MercadoLibre, Inc. US58733R1023	-15K	690K	SELL
Mitek Systems, Inc. US6067102003	-102K	1.8M	SELL
Netflix, Inc. US64110L1061	-324K	2.8M	SELL
Nordstrom, Inc. US6556641008	-524K	8.9K	SELL
PACCAR Inc US6937181088	+88K	1.5M	BUY
Paychex, Inc. US7043261079	-4.2K	8.8K	SELL
Pioneer Natural Resources Company US7237871071	-4.8K	377K	SELL
QUALCOMM Incorporated US7475251036	-126K	938K	SELL
The Charles Schwab Corporation US8085131055	+275K	2.7M	BUY
ServiceNow, Inc. US81762P1021	+374K	396K	BUY
Splunk Inc. US8486371045	-24K	427K	SELL
Starbucks Corporation US8552441094	+2.7K	16K	BUY
Tesla, Inc. US88160R1014	-4.3M	18M	SELL
Verizon Communications Inc. US92343V1044	+900	11K	BUY
Vertex Pharmaceuticals Incorporated US92532F1003	-6.6K	262K	SELL
Workday, Inc. US98138H1014	+28K	174K	BUY