Q1 2015 Holdings
Filed 2015-04-29 | 52 holdings | $54.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $19.4M | 45,828 | 35.2% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $12.4M | 371,347 | 22.6% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $9.4M | 341,032 | 17.1% |
| Alibaba Group Holding(BABA) | COM | 01609W102 | $7.7M | 92,313 | 14.0% |
| Autonation(AN) | COM | 05329W102 | $5.6M | 87,302 | 10.2% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $47.4K | 380,633 | 0.1% |
| Sunedison Inc | COM | 86732Y109 | $22.1K | 922,297 | 0.0% |
| Sunpower Corp(SPWRQ) | COM | 867652406 | $18.8K | 601,174 | 0.0% |
| Lazard LTD(LAZ) | COM | G54050102 | $17.7K | 337,150 | 0.0% |
| Lear Corp(LEA) | COM | 521865204 | $16.6K | 150,115 | 0.0% |
| Evercore Partners Inc(EVR) | COM | 29977A105 | $16.2K | 313,602 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $15.1K | 80,425 | 0.0% |
| Starbucks(SBUX) | COM | 855244109 | $15.1K | 159,322 | 0.0% |
| Jinkosolar Holding Co(JKS) | COM | 47759T100 | $14.9K | 582,556 | 0.0% |
| Morgan Stanley(MS) | COM | 617446448 | $14.8K | 413,724 | 0.0% |
| Lennar Corp.(LEN) | COM | 526057104 | $14.3K | 275,323 | 0.0% |
| Toll Brothers(TOL) | COM | 889478103 | $14.1K | 357,461 | 0.0% |
| Priceline.com | COM | 741503403 | $14.0K | 12,007 | 0.0% |
| Delphi Automotive PLC | COM | G27823106 | $13.8K | 173,635 | 0.0% |
| Celgene(CELG) | COM | 151020104 | $13.5K | 116,852 | 0.0% |
| Mohawk Industries Inc(MHK) | COM | 608190104 | $13.4K | 72,355 | 0.0% |
| United Technologies(UTXZ) | COM | 913017109 | $11.8K | 100,815 | 0.0% |
| Borg Warner(BWA) | COM | 099724106 | $10.9K | 180,836 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $10.9K | 302,131 | 0.0% |
| Google Class A | COM | 38259P508 | $10.8K | 19,521 | 0.0% |
| General Motors(GM) | COM | 37045V100 | $10.7K | 284,273 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $10.7K | 79,288 | 0.0% |
| Alexion Pharmaceuticals(ALXN) | COM | 015351109 | $10.5K | 60,329 | 0.0% |
| Facebook(META) | COM | 30303M102 | $9.9K | 119,940 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $9.6K | 102,130 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $9.4K | 75,512 | 0.0% |
| Intercontinental Exchange(ICE) | COM | 45866F104 | $8.7K | 37,279 | 0.0% |
| Hospital Corp Amer CL A(HCA) | COM | 40412C101 | $8.7K | 115,587 | 0.0% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $8.3K | 22,614 | 0.0% |
| Taiwan Semiconductor(TSM) | COM | 874039100 | $8.2K | 347,736 | 0.0% |
| Honeywell International(HON) | COM | 438516106 | $8.0K | 76,927 | 0.0% |
| Michael Kors Holdings LTD | COM | G60754101 | $8.0K | 121,362 | 0.0% |
| Pulte Homes(PHM) | COM | 745867101 | $7.7K | 345,004 | 0.0% |
| Universal Health Svcs(UHS) | COM | 913903100 | $7.4K | 63,077 | 0.0% |
| Continental Building Product(CBPXEUR) | COM | 211171103 | $7.0K | 308,034 | 0.0% |
| Oasis Petroleum Inc | COM | 674215108 | $6.4K | 452,600 | 0.0% |
| Baidu.com Inc(BIDUN) | COM | 056752108 | $6.4K | 30,595 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $6.3K | 50,000 | 0.0% |
| Forward Pharma A/S | COM | 34986J105 | $6.0K | 210,604 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $4.9K | 87,175 | 0.0% |
| JA Solar Holdings | COM | 466090206 | $4.3K | 446,989 | 0.0% |
| Credit Suisse Group | COM | 126920107 | $269 | 10,000 | 0.0% |
| Deutsch Bank | COM | D18190898 | $243 | 7,000 | 0.0% |
| Banco Santander(SAN) | COM | 05964H105 | $227 | 30,500 | 0.0% |
| Barclays(BCS) | COM | 06738E204 | $196 | 13,500 | 0.0% |