Q4 2014 Holdings
Filed 2015-02-11 | 116 holdings | $31.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $3.0K | 105,922 | 0.0% |
| Medivation Inc | COM | 58501N101 | $3.0K | 30,316 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $3.1K | 124,063 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $3.2K | 61,583 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $3.3K | 27,507 | 0.0% |
| Spectranetics Corp | COM | 84760C107 | $3.3K | 95,640 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $3.4K | 48,232 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $3.4K | 46,951 | 0.0% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $3.5K | 30,129 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $3.5K | 96,432 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $3.5K | 44,109 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $3.5K | 15,299 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $3.6K | 99,230 | 0.0% |
| Marriott Vacations Wrldwde C(VAC) | COM | 57164Y107 | $3.6K | 47,809 | 0.0% |
| Lithia Mtrs Inc(LAD) | CL A | 536797103 | $3.8K | 44,176 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.9K | 11,521 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $4.0K | 37,214 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $4.0K | 24,630 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $4.1K | 22,055 | 0.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $4.2K | 55,327 | 0.0% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $4.3K | 147,459 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $4.4K | 23,974 | 0.0% |
| Marcus & Millichap Inc(MMI) | COM | 566324109 | $4.6K | 138,254 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $4.7K | 85,102 | 0.0% |
| Landstar SYS Inc(LSTR) | COM | 515098101 | $4.7K | 64,775 | 0.0% |
| Spirit Airls Inc(SAVEEUR) | COM | 848577102 | $4.8K | 63,007 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $4.8K | 63,908 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $4.8K | 21,500 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $4.9K | 75,261 | 0.0% |
| Keurig Green MTN Inc | COM | 49271M100 | $4.9K | 37,211 | 0.0% |
| Lazard LTD(LAZ) | SHS A | G54050102 | $5.0K | 99,146 | 0.0% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $5.0K | 74,480 | 0.0% |
| Allegiant Travel Co(ALGT) | COM | 01748X102 | $5.1K | 33,921 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $5.2K | 48,635 | 0.0% |
| Restoration Hardware Hldgs I | COM | 761283100 | $5.4K | 55,840 | 0.0% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $5.4K | 48,615 | 0.0% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $5.5K | 62,018 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $5.7K | 8,270 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $5.7K | 63,076 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $6.2K | 105,582 | 0.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $6.2K | 62,027 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $6.3K | 75,186 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $6.4K | 29,962 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $6.5K | 22,787 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $6.6K | 102,123 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $6.9K | 145,130 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $7.0K | 49,865 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $7.4K | 175,053 | 0.0% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $7.4K | 58,208 | 0.0% |
| Athenahealth Inc | COM | 04685W103 | $7.5K | 51,137 | 0.0% |