2014-Q2

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Bread Financial Holdings, Inc. US0185811082	+24K	278K	BUY
Amazon.com, Inc. US0231351067	+916K	8.2M	BUY	$10.41–$12.46
Apple Inc. US0378331005	+4.9K	62K	BUY	$1.90–$17.37
Artisan Partners Asset Management Inc. US04316A1088	+36K	632K	BUY
Chipotle Mexican Grill, Inc. US1696561059	+2.1M	3.9M	BUY
Cognizant Technology Solutions Corporation US1924461023	-255K	1.1M	SELL
Criteo S.A. US2267181046	+15K	43K	BUY
Cullen/Frost Bankers, Inc. US2298991090	-100	3.1K	SELL
The Walt Disney Company US2546871060	+525	5.4K	BUY	$55.32–$62.80
Ecolab Inc. US2788651006	+775	2.9K	BUY
Envestnet, Inc. US29404K1060	-8.3K	314K	SELL
Meta Platforms, Inc. US30303M1027	-329K	1.6M	SELL
F5, Inc. US3156161024	-5.8K	245K	SELL
First Republic Bank US33616C1009	-88K	958K	SELL
Standard BioTools Inc. US34385P1084	+125K	573K	BUY
Gilead Sciences, Inc. US3755581036	+56K	1M	BUY
The Home Depot, Inc. US4370761029	+50	3.2K	BUY
Johnson & Johnson US4781601046	+260	5K	BUY
Lululemon Athletica Inc. US5500211090	+63K	1.1M	BUY
McKesson Corporation US58155Q1031	+2.5K	5.6K	BUY
MercadoLibre, Inc. US58733R1023	+55K	556K	BUY
Mitek Systems, Inc. US6067102003	+4.2K	1.7M	BUY
Netflix, Inc. US64110L1061	-99K	2.2M	SELL
Nordstrom, Inc. US6556641008	-197	9.3K	SELL
Novo Nordisk A/S US6701002056	-300	16K	SELL
PACCAR Inc US6937181088	+258K	876K	BUY
Palo Alto Networks, Inc. US6974351057	-66K	32K	SELL
Paychex, Inc. US7043261079	-125	5.8K	SELL
Pioneer Natural Resources Company US7237871071	-3.9K	346K	SELL
QUALCOMM Incorporated US7475251036	-274K	14K	SELL
The Charles Schwab Corporation US8085131055	-39K	2.4M	SELL
ServiceNow, Inc. US81762P1021	+41K	422K	BUY
Splunk Inc. US8486371045	+210K	608K	BUY
Starbucks Corporation US8552441094	-1.4K	15K	SELL
Tesla, Inc. US88160R1014	-1.7M	13M	SELL
Twitter, Inc. (delisted) US90184L1026	+428K	1M	BUY
Verizon Communications Inc. US92343V1044	-75	10K	SELL
Vipshop Holdings Limited US92763W1036	-426K	3.4M	SELL
Visa Inc. US92826C8394	-1.6K	5.7K	SELL
Workday, Inc. US98138H1014	-2.3K	154K	SELL
Yelp Inc. US9858171054	+23K	915K	BUY