Q1 2014 Holdings
Filed 2014-05-14 | 17 holdings | $914.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grupo Televisa SA(TLV) | COM | 40049J206 | $114.2K | 3,430,462 | 12.5% |
| Oracle Corp(ORCL) | COM | 68389X105 | $109.4K | 2,675,250 | 12.0% |
| Carnival Corp.(CCL) | COM | 143658300 | $83.8K | 2,214,675 | 9.2% |
| FTI Consulting Inc.(FCN) | COM | 302941109 | $81.1K | 2,433,885 | 8.9% |
| Mindray Medical Int`l | COM | 602675100 | $76.0K | 2,347,246 | 8.3% |
| eBay Inc.(EBAY) | COM | 278642103 | $67.4K | 1,220,929 | 7.4% |
| WuXi Pharmatech | COM | 929352102 | $64.9K | 1,762,017 | 7.1% |
| Arcos Dorados Holdings Inc.(ARCO) | COM | G0457F107 | $60.8K | 6,035,616 | 6.7% |
| II-VI Inc. | COM | 902104108 | $44.4K | 2,879,922 | 4.9% |
| Google Inc. | COM | 38259P508 | $41.4K | 37,111 | 4.5% |
| Haemonetics Corporation(HAE) | COM | 405024100 | $33.1K | 1,014,941 | 3.6% |
| Santander Mexico | COM | 40053C105 | $32.0K | 2,601,996 | 3.5% |
| Archer-Daniels-Midland Co. | COM | 39483102 | $31.5K | 725,675 | 3.4% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $22.7K | 189,449 | 2.5% |
| Synopsys Inc.(SNPS) | COM | 871607107 | $21.2K | 553,000 | 2.3% |
| AeroVironment Inc. | COM | 8073108 | $17.0K | 423,344 | 1.9% |
| Astec Industries Inc. | COM | 46224101 | $13.4K | 304,984 | 1.5% |