Q2 2013 Holdings
Filed 2013-08-09 | 162 holdings | $106.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Avis Budget Group(CAR) | COM | 053774105 | $8.6K | 298,321 | 0.0% |
| Sapient Corp. | COM | 803062108 | $9.0K | 687,152 | 0.0% |
| Alkermes, Inc.(ALKS) | COM | G01767105 | $9.0K | 314,906 | 0.0% |
| Prestige Brands(PBH) | COM | 74112D101 | $9.1K | 311,017 | 0.0% |
| Actuant Corp(ATUEUR) | COM | 00508X203 | $9.4K | 285,632 | 0.0% |
| West Pharmaceutical Services,(WST) | COM | 955306105 | $9.5K | 134,614 | 0.0% |
| Roper Industries, Inc.(ROP) | COM | 776696106 | $9.5K | 76,603 | 0.0% |
| Finisar Corporation(FNSR) | COM | 31787A507 | $9.6K | 565,994 | 0.0% |
| Myriad Genetics Inc.(MYGN) | COM | 62855J104 | $9.6K | 358,917 | 0.0% |
| Globus Medical Inc(GMED) | COM | 379577208 | $9.9K | 584,561 | 0.0% |
| Web.com Group | COM | 94733A104 | $10.4K | 406,175 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $10.8K | 145,058 | 0.0% |
| BioScrip, Inc.(BIOSEUR) | COM | 09069N108 | $11.5K | 698,371 | 0.0% |
| HFF Inc. | COM | 40418F108 | $11.9K | 672,174 | 0.0% |
| Meridian Bioscience, Inc.(MR4) | COM | 589584101 | $12.4K | 577,611 | 0.0% |
| Dril-Quip, Inc.(DRQEUR) | COM | 262037104 | $13.2K | 146,141 | 0.0% |
| Aegion Corp.(AEGN) | COM | 00770F104 | $13.2K | 588,111 | 0.0% |
| Anixter International, Inc.(AXE3EUR) | COM | 035290105 | $13.3K | 175,120 | 0.0% |
| TAL International Group | COM | 874083108 | $13.7K | 313,562 | 0.0% |
| Qlik Technologies | COM | 74733T105 | $13.7K | 485,712 | 0.0% |
| Select Comfort Corp. | COM | 81616X103 | $14.1K | 560,917 | 0.0% |
| Perkin Elmer Inc(RVTY) | COM | 714046109 | $14.1K | 433,122 | 0.0% |
| Waddell & Reed Financial, Inc.(WDR) | COM | 930059100 | $14.1K | 324,884 | 0.0% |
| MSC Indsutrial Direct Co. - Cl(MSM) | COM | 553530106 | $14.5K | 187,603 | 0.0% |
| Hanger, Inc | COM | 41043F208 | $14.6K | 460,831 | 0.0% |
| Bally Technologies, Inc | COM | 05874B107 | $14.6K | 259,643 | 0.0% |
| Triumph Group Inc.(TG7) | COM | 896818101 | $14.8K | 186,762 | 0.0% |
| Tyler Technologies(TYL) | COM | 902252105 | $15.3K | 222,654 | 0.0% |
| ResMed, Inc.(RMD) | COM | 761152107 | $15.9K | 353,027 | 0.0% |
| Spectrum Brands Holdings | COM | 84763R101 | $16.1K | 282,631 | 0.0% |
| NPS Pharmaceuticals, Inc. | COM | 62936P103 | $16.6K | 1,098,272 | 0.0% |
| Bruker Corp.(BRKR) | COM | 116794108 | $16.8K | 1,039,245 | 0.0% |
| Catamaran Corp. | COM | 148887102 | $16.8K | 344,309 | 0.0% |
| Kansas City Southern | COM | 485170302 | $17.2K | 162,146 | 0.0% |
| Tupperware Brands Corp.(TUP) | COM | 899896104 | $17.2K | 221,594 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $17.4K | 796,934 | 0.0% |
| Alexion Pharmaceuticals, Inc.(ALXN) | COM | 015351109 | $17.6K | 191,021 | 0.0% |
| IPC The Hospitalist Co., Inc. | COM | 44984A105 | $18.0K | 349,644 | 0.0% |
| Koppers Holdings(KOP) | COM | 50060P106 | $18.0K | 471,945 | 0.0% |
| Herman Miller, Inc.(MLKN) | COM | 600544100 | $18.1K | 669,108 | 0.0% |
| Chicago Bridge & Iron | COM | 167250109 | $18.1K | 303,754 | 0.0% |
| Pioneer Energy Services Corp. | COM | 723664108 | $18.3K | 2,760,911 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $18.5K | 370,914 | 0.0% |
| Sally Beauty Holdings, Inc.(SBH) | COM | 79546E104 | $18.6K | 596,675 | 0.0% |
| Jarden Corp. | COM | 471109108 | $18.6K | 424,413 | 0.0% |
| Hanover Insurance Group(THG) | COM | 410867105 | $18.6K | 379,615 | 0.0% |
| Air Methods Corp. | COM | 009128307 | $18.6K | 549,813 | 0.0% |
| TW Telecom, Inc. | COM | 87311L104 | $18.6K | 662,143 | 0.0% |
| Cardtronics, Inc. | COM | 14161H108 | $18.7K | 676,079 | 0.0% |
| Stage Stores Inc | COM | 85254C305 | $18.7K | 794,584 | 0.0% |