Q1 2015 Holdings
Filed 2015-05-08 | 121 holdings | $37.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $2.7K | 106,490 | 0.0% |
| Examworks Group Inc | COM | 30066A105 | $2.7K | 65,865 | 0.0% |
| Diplomat Pharmacy Inc(DPLOEUR) | COM | 25456K101 | $2.8K | 80,069 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $2.8K | 9,759 | 0.0% |
| Genuine Parts Co(GPC) | COM | 372460105 | $3.0K | 31,788 | 0.0% |
| Lazard LTD(LAZ) | SHS A | G54050102 | $3.1K | 58,103 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $3.1K | 62,839 | 0.0% |
| Jarden Corp | COM | 471109108 | $3.2K | 59,627 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $3.2K | 15,013 | 0.0% |
| Spectranetics Corp | COM | 84760C107 | $3.3K | 96,076 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $3.5K | 54,403 | 0.0% |
| Headwaters Inc | COM | 42210P102 | $3.5K | 193,189 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.6K | 8,555 | 0.0% |
| Buffalo Wild Wings Inc | COM | 119848109 | $3.6K | 19,838 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $3.6K | 39,676 | 0.0% |
| Wyndham Worldwide Corp | COM | 98310W108 | $3.7K | 40,815 | 0.0% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $3.7K | 48,219 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $3.8K | 31,806 | 0.0% |
| Rockwell Collins Inc | COM | 774341101 | $3.8K | 39,846 | 0.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $3.9K | 111,538 | 0.0% |
| Marriott Vacations Wrldwde C(VAC) | COM | 57164Y107 | $3.9K | 48,735 | 0.0% |
| Keurig Green MTN Inc | COM | 49271M100 | $4.0K | 35,587 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $4.1K | 32,531 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $4.2K | 6,506 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $4.3K | 24,684 | 0.0% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $4.3K | 147,420 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $4.4K | 58,354 | 0.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $4.4K | 55,312 | 0.0% |
| Medivation Inc | COM | 58501N101 | $4.5K | 34,930 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $4.6K | 96,899 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $4.6K | 47,203 | 0.0% |
| Spirit Airls Inc(SAVEEUR) | COM | 848577102 | $4.8K | 61,900 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $4.9K | 48,551 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $4.9K | 19,601 | 0.0% |
| Lithia Mtrs Inc(LAD) | CL A | 536797103 | $5.0K | 50,083 | 0.0% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $5.0K | 74,460 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $5.2K | 27,783 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $5.2K | 24,402 | 0.0% |
| Marcus & Millichap Inc(MMI) | COM | 566324109 | $5.3K | 140,628 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $5.4K | 100,717 | 0.0% |
| Allegiant Travel Co(ALGT) | COM | 01748X102 | $5.4K | 28,144 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $5.5K | 75,241 | 0.0% |
| Restoration Hardware Hldgs I | COM | 761283100 | $5.6K | 56,708 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $5.8K | 113,198 | 0.0% |
| Athenahealth Inc | COM | 04685W103 | $6.1K | 51,490 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $6.3K | 105,834 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $6.3K | 75,374 | 0.0% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $6.4K | 62,001 | 0.0% |
| Netsuite Inc | COM | 64118Q107 | $6.5K | 69,950 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $7.0K | 109,831 | 0.0% |