2015-Q1

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Alexion Pharmaceuticals, Inc. US0153511094	+256K	261K	BUY
Alibaba Group Holding Limited US01609W1027	+1.3M	6.2M	BUY
Bread Financial Holdings, Inc. US0185811082	-3.8K	294K	SELL
Amazon.com, Inc. US0231351067	-167K	6.4M	SELL	$12.28–$17.63
Apple Inc. US0378331005	+12K	71K	BUY	$22.28–$29.95
Baidu, Inc. US0567521085	+140K	147K	BUY
BioMarin Pharmaceutical Inc. US09061G1013	+361K	370K	BUY
Biogen Inc. US09062X1037	+5.2K	7.9K	BUY
The Boeing Company US0970231058	+100	1.9K	BUY
Chipotle Mexican Grill, Inc. US1696561059	+868K	4M	BUY
Colgate-Palmolive Company US1941621039	-100	3K	SELL
Criteo S.A. US2267181046	+540K	598K	BUY
The Walt Disney Company US2546871060	+2.8K	8.6K	BUY	$77.14–$101.25
Ecolab Inc. US2788651006	+175	2.4K	BUY
Meta Platforms, Inc. US30303M1027	-59K	1.2M	SELL
First Republic Bank US33616C1009	-23K	797K	SELL
Gilead Sciences, Inc. US3755581036	-64K	656K	SELL
The Home Depot, Inc. US4370761029	+400	4K	BUY
International Flavors & Fragrances Inc. US4595061015	+100	2.3K	BUY
Johnson & Johnson US4781601046	+175	5.8K	BUY
The Estée Lauder Companies Inc. US5184391044	+100	3.3K	BUY
Lululemon Athletica Inc. US5500211090	+23K	737K	BUY
McKesson Corporation US58155Q1031	+115	6.3K	BUY
MercadoLibre, Inc. US58733R1023	+28K	485K	BUY
Microsoft Corporation US5949181045	+1.7K	8.8K	BUY	$35.56–$41.98
Netflix, Inc. US64110L1061	-189K	1.9M	SELL
Nordstrom, Inc. US6556641008	+148	9.7K	BUY
Novo Nordisk A/S US6701002056	+600	17K	BUY
PRA Group, Inc. US69354N1063	+26K	1.5M	BUY
PACCAR Inc US6937181088	+900	11K	BUY
Palo Alto Networks, Inc. US6974351057	+91K	2.3M	BUY
Paychex, Inc. US7043261079	+625	6.2K	BUY
Pioneer Natural Resources Company US7237871071	-55K	207K	SELL
T. Rowe Price Group, Inc. US74144T1088	+100	2.6K	BUY
QUALCOMM Incorporated US7475251036	-800	12K	SELL
Regeneron Pharmaceuticals, Inc. US75886F1075	+109K	112K	BUY
Salesforce, Inc. US79466L3024	+368K	393K	BUY
The Charles Schwab Corporation US8085131055	+394K	2.7M	BUY
ServiceNow, Inc. US81762P1021	-9K	518K	SELL
Splunk Inc. US8486371045	+5K	570K	BUY
Starbucks Corporation US8552441094	+7K	28K	BUY
Tesla, Inc. US88160R1014	+318K	10M	BUY
Twitter, Inc. (delisted) US90184L1026	-83K	747K	SELL
Verizon Communications Inc. US92343V1044	+200	12K	BUY
Vipshop Holdings Limited US92763W1036	-367K	2.3M	SELL
Visa Inc. US92826C8394	+53K	89K	BUY
Walgreens Boots Alliance, Inc. US9314271084	+450	3.9K	BUY
XPO Logistics, Inc. US9837931008	+623K	6.8M	BUY
Yelp Inc. US9858171054	+71K	1M	BUY