| Abraxis Bioscience Inc (ABII) |
US |
ABII |
Medical-Biomedical ... |
1,258,841 |
$87,489,450 |
$11,329,569 |
14.87 % |
Sold Some |
-138,119 |
-9.88 |
$-1,243,071 |
| Align Technology Inc (ALGN) |
US |
ALGN |
Dental Supplies An ... |
238,100 |
$2,228,616 |
$592,869 |
36.24 % |
Sold Some |
-6,000 |
-2.45 |
$-14,940 |
| Allergan Incunited States (AGN) |
US |
AGN |
Medical-Drugs |
14,473,614 |
$583,865,589 |
$67,736,514 |
13.12 % |
Sold Some |
-1,400,055 |
-8.81 |
$-6,552,257 |
| Alnylam Pharmaceuticals Inc (ALNY) |
US |
ALNY |
Therapeutics |
143,200 |
$3,482,624 |
$166,112 |
5.00 % |
Sold Some |
-4,400 |
-2.98 |
$-5,104 |
| Amazoncom Inc (AMZN) |
US |
AMZN |
E-Commerce/Product ... |
13,350,597 |
$750,303,551 |
$192,916,127 |
34.61 % |
Sold Some |
-627,256 |
-4.48 |
$-9,063,849 |
| America Movil Sab De Cv (AMX) |
US |
AMX |
Cellular Telecom |
9,025,379 |
$294,137,102 |
$16,516,444 |
5.94 % |
Sold Some |
-3,939,589 |
-30.38 |
$-7,209,448 |
| Apple Inc (AAPL) |
US |
AAPL |
Computers |
6,128,497 |
$557,754,512 |
$4,718,943 |
0.85 % |
Sold Some |
-187,708 |
-2.97 |
$-144,535 |
| Arthrocare Corp (ARTC) |
US |
ARTC |
Medical Instrument ... |
None |
- |
- |
- % |
Sold All |
-109,700 |
-100.00 |
$913,801 |
| Biomarin Pharmaceutical Inc (BMRN) |
US |
BMRN |
Therapeutics |
220,700 |
$4,113,848 |
$337,671 |
8.94 % |
Added More |
79,500 |
56.30 |
$121,635 |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
20,038,412 |
$357,284,886 |
$49,094,109 |
15.92 % |
Sold Some |
-6,899,068 |
-25.61 |
$-16,902,717 |
| Celgene Corp (CELG) |
US |
CELG |
Medical-Biomedical ... |
96,620 |
$4,975,930 |
$-711,123 |
-12.50 % |
Added More |
15,020 |
18.40 |
$-110,547 |
| Cerner Corp (CERN) |
US |
CERN |
Medical Informatio ... |
4,029,747 |
$150,591,645 |
$4,755,101 |
3.26 % |
Sold Some |
-758,850 |
-15.84 |
$-895,443 |
| Cisco Systems Inc (CSCO) |
US |
CSCO |
Networking Product ... |
105,850 |
$1,833,322 |
$74,095 |
4.21 % |
Sold Some |
-1,800 |
-1.67 |
$-1,260 |
| Cme Group Inc (CME) |
US |
CME |
Finance-Other Serv ... |
1,194,464 |
$237,328,052 |
$-12,350,758 |
-4.94 % |
Sold Some |
-112,315 |
-8.59 |
$1,161,337 |
| Emc Corpmassachusetts (EMC) |
US |
EMC |
Computers-Memory D ... |
40,597,351 |
$453,878,384 |
$48,716,821 |
12.02 % |
Sold Some |
-3,645,865 |
-8.24 |
$-4,375,038 |
| Expeditors International Of Washi ... (EXPD) |
US |
EXPD |
Transport-Services |
7,588,599 |
$248,374,845 |
$15,556,628 |
6.68 % |
Sold Some |
-722,390 |
-8.69 |
$-1,480,900 |
| Fmc Technologies Inc (FTI) |
US |
FTI |
Oil Field Mach And ... |
8,089,954 |
$224,172,625 |
$4,287,676 |
1.94 % |
Added More |
1,878,165 |
30.23 |
$995,427 |
| Genentech Inc (DNA) |
US |
DNA |
Medical-Biomedical ... |
24,102 |
$2,037,342 |
$70,860 |
3.60 % |
Sold Some |
-6,572,917 |
-99.63 |
$-19,324,376 |
| Genomic Health Inc (GHDX) |
US |
GHDX |
Medical-Biomedical ... |
173,221 |
$3,428,044 |
$116,058 |
3.50 % |
Added More |
29,500 |
20.52 |
$19,765 |
| Genzyme Corp (GENZ) |
US |
GENZ |
Medical-Biomedical ... |
10,700,879 |
$699,944,495 |
$-39,914,279 |
-5.39 % |
Sold Some |
-1,073,654 |
-9.11 |
$4,004,729 |
| Google Inc (GOOG) |
US |
GOOG |
Web Portals/Isp |
2,540,949 |
$818,210,987 |
$30,465,979 |
3.86 % |
Sold Some |
-246,129 |
-8.83 |
$-2,951,087 |
| Gtx Inc (GTXI) |
US |
GTXI |
Medical-Biomedical ... |
128,100 |
$2,126,460 |
$98,637 |
4.86 % |
Sold Some |
-46,000 |
-26.42 |
$-35,420 |
| Hansen Medical Inc (HNSN) |
US |
HNSN |
Diagnostic Equipme ... |
346,000 |
$2,716,100 |
$-404,820 |
-12.97 % |
Added More |
82,200 |
31.15 |
$-96,174 |
| Healthways Inc (HWAY) |
US |
HWAY |
Phys Practice Mgmn ... |
None |
- |
- |
- % |
Sold All |
-57,200 |
-100.00 |
$-132,704 |
| Intercontinentalexchange Inc (ICE) |
BE |
ICE |
Finance-Other Serv ... |
6,326,069 |
$405,374,502 |
$-42,890,748 |
-9.56 % |
Added More |
1,425,923 |
29.09 |
$-9,667,758 |
| Intuitive Surgical Inc (ISRG) |
US |
ISRG |
Medical Instrument ... |
2,125,511 |
$250,555,237 |
$-64,891,851 |
-20.57 % |
Sold Some |
-197,595 |
-8.50 |
$6,032,575 |
| Iron Mountain Inc (IRM) |
US |
IRM |
Commercial Service ... |
6,702,706 |
$157,446,564 |
$18,365,414 |
13.20 % |
Sold Some |
-684,845 |
-9.27 |
$-1,876,475 |
| Las Vegas Sands Corp (LVS) |
US |
LVS |
Casino Hotels |
9,545,423 |
$70,636,130 |
$12,313,596 |
21.11 % |
Sold Some |
-856,214 |
-8.23 |
$-1,104,516 |
| Medarex Inc (MEDX) |
US |
MEDX |
Therapeutics |
225,650 |
$1,184,663 |
$-63,182 |
-5.06 % |
Sold Some |
-6,000 |
-2.59 |
$1,680 |
| Microsoft Corp (MSFT) |
US |
MSFT |
Applications Softw ... |
21,400 |
$417,514 |
$-11,770 |
-2.74 % |
Sold Some |
-2,450 |
-10.27 |
$1,348 |
| Mindray Medical International Ltd (MR) |
US |
MR |
Patient Monitoring ... |
1,416,860 |
$24,653,364 |
$-1,289,343 |
-4.96 % |
Added More |
1,179,560 |
497.07 |
$-1,073,400 |
| Moodys Corp (MCO) |
US |
MCO |
Commercial Serv-Fi ... |
12,311,608 |
$280,212,198 |
$42,228,815 |
17.74 % |
Sold Some |
-1,223,050 |
-9.03 |
$-4,195,062 |
| National Oilwell Varco Inc (NOV) |
US |
NOV |
Oil Field Mach And ... |
15,847,398 |
$460,842,334 |
$51,820,991 |
12.66 % |
Sold Some |
-539,251 |
-3.29 |
$-1,763,351 |
| Nuvasive Inc (NUVA) |
US |
NUVA |
Medical Instrument ... |
295,700 |
$10,003,531 |
$-1,791,942 |
-15.19 % |
Sold Some |
-33,900 |
-10.28 |
$205,434 |
| Regeneron Pharmaceuticals Inc (REGN) |
US |
REGN |
Medical-Biomedical ... |
130,400 |
$2,344,592 |
$105,624 |
4.71 % |
Sold Some |
-3,700 |
-2.75 |
$-2,997 |
| Salesforcecom Inc (CRM) |
US |
CRM |
Applications Softw ... |
8,687,330 |
$277,994,560 |
$48,649,048 |
21.21 % |
Sold Some |
-840,580 |
-8.82 |
$-4,707,248 |
| Savient Pharmaceuticals Inc (SVNT) |
US |
SVNT |
Medical-Biomedical ... |
161,100 |
$1,225,971 |
$430,137 |
54.04 % |
New Holding |
161,100 |
100.00 |
$430,137 |
| Schlumberger Ltd (SLB) |
AN |
SLB |
Oil-Field Services |
9,675,414 |
$441,295,633 |
$-30,477,554 |
-6.46 % |
Sold Some |
-940,435 |
-8.85 |
$2,962,370 |
| Sequenom Inc (SQNM) |
US |
SQNM |
Medical-Biomedical ... |
179,700 |
$4,170,837 |
$1,160,862 |
38.56 % |
Sold Some |
-3,100 |
-1.69 |
$-20,026 |
| Starbucks Corp (SBUX) |
US |
SBUX |
Retail-Restaurants |
33,361,938 |
$333,285,761 |
$46,039,474 |
16.02 % |
Sold Some |
-3,266,246 |
-8.91 |
$-4,507,419 |
| Stryker Corp (SYK) |
US |
SYK |
Medical Products |
5,752,621 |
$220,785,594 |
$-35,723,776 |
-13.92 % |
Sold Some |
-548,343 |
-8.70 |
$3,405,210 |
| T Rowe Price Group Inc (TROW) |
US |
TROW |
Invest Mgmnt/Advis ... |
7,000 |
$238,630 |
$18,060 |
8.18 % |
No Change |
- |
- |
- |
| Varian Medical Systems Inc (VAR) |
US |
VAR |
Medical Products |
8,415,616 |
$286,467,569 |
$-55,963,846 |
-16.34 % |
Sold Some |
-817,242 |
-8.85 |
$5,434,659 |
| Vertex Pharmaceuticals Inc (VRTX) |
US |
VRTX |
Medical-Biomedical ... |
162,500 |
$5,122,000 |
$653,250 |
14.61 % |
Sold Some |
-4,500 |
-2.69 |
$-18,090 |
| Visa Inc (V) |
US |
V |
Commercial Serv-Fi ... |
8,602,577 |
$484,841,240 |
$18,237,463 |
3.90 % |
Sold Some |
-750,365 |
-8.02 |
$-1,590,774 |
| Vmware Inc (VMW) |
US |
VMW |
Software Tools |
57,100 |
$1,417,793 |
$275,793 |
24.15 % |
No Change |
- |
- |
- |
| Walgreen Co (WAG) |
US |
WAG |
Retail-Drug Store |
7,500 |
$202,725 |
$27,000 |
15.36 % |
Sold Some |
-2,385 |
-24.12 |
$-8,586 |