Q1 2014 Holdings
Filed 2014-05-14 | 242 holdings | $148.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Verifone Sys Inc | COM | 92342Y109 | $8.2K | 241,293 | 0.0% |
| V F Corporation(VFC) | COM | 918204108 | $8.2K | 132,013 | 0.0% |
| Ecolab Inc(ECL) | COM | 278865100 | $10.4K | 96,437 | 0.0% |
| Hsni Inc. | COM | 404303109 | $10.5K | 176,053 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $12.0K | 155,220 | 0.0% |
| Du Pont E I De Nemours Co | COM | 263534109 | $13.1K | 195,794 | 0.0% |
| Tibco Software Inc | COM | 88632Q103 | $14.9K | 734,430 | 0.0% |
| The Buckle Inc(BKE) | COM | 118440106 | $16.4K | 357,868 | 0.0% |
| Petsmart Inc Com | COM | 716768106 | $16.8K | 243,880 | 0.0% |
| Ingredion Inc(INGR) | COM | 457187102 | $17.1K | 250,857 | 0.0% |
| Micros Systems Inc | COM | 594901100 | $17.6K | 333,375 | 0.0% |
| Camden Property Trust(CPT) | COM | 133131102 | $17.7K | 262,664 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $17.7K | 679,565 | 0.0% |
| Wolverine World Wide Inc(WWW) | COM | 978097103 | $17.8K | 624,860 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $17.9K | 232,557 | 0.0% |
| Carters Inc(CRI) | COM | 146229109 | $18.8K | 241,936 | 0.0% |
| Donaldson Co Inc(DCI) | COM | 257651109 | $18.8K | 443,524 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $18.8K | 262,842 | 0.0% |
| Smith A O(AOS) | COM | 831865209 | $18.8K | 408,927 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $18.9K | 277,614 | 0.0% |
| Jack Henry Associates(JKHY) | COM | 426281101 | $19.0K | 341,468 | 0.0% |
| Sigma-Aldrich | COM | 826552101 | $19.1K | 204,764 | 0.0% |
| Parexel Intl Corp | COM | 699462107 | $19.3K | 356,621 | 0.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $19.8K | 297,381 | 0.0% |
| Raymond James Financial Inc(RJF) | COM | 754730109 | $19.9K | 355,183 | 0.0% |
| Cooper Cos Inc | COM | 216648402 | $19.9K | 144,713 | 0.0% |
| Hunt (JB) Transport Services I(JBHT) | COM | 445658107 | $20.0K | 277,796 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $20.0K | 335,935 | 0.0% |
| Idexx Labs Corp(IDXX) | COM | 45168D104 | $20.3K | 167,613 | 0.0% |
| Henry Schein Inc(HSIC) | COM | 806407102 | $20.5K | 171,351 | 0.0% |
| Hubbell Inc Cl B | COM | 443510201 | $20.6K | 171,669 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $20.9K | 482,002 | 0.0% |
| Google Inc | COM | 38259P706 | $21.2K | 19,025 | 0.0% |
| Hexcel Corp(HXL) | COM | 428291108 | $21.4K | 490,669 | 0.0% |
| Jarden Corp | COM | 471109108 | $21.5K | 360,005 | 0.0% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $21.8K | 232,318 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $22.0K | 80,618 | 0.0% |
| FEI Co | COM | 30241L109 | $23.2K | 224,773 | 0.0% |
| WW Grainger Inc(GWW) | COM | 384802104 | $23.7K | 93,802 | 0.0% |
| Oceaneering International Inc(OII) | COM | 675232102 | $23.7K | 329,935 | 0.0% |
| Church Dwight Co(CHD) | COM | 171340102 | $23.9K | 345,733 | 0.0% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $24.0K | 161,496 | 0.0% |
| Signature Bank(SBNY) | COM | 82669G104 | $24.3K | 193,202 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $26.4K | 703,375 | 0.0% |
| Hain Celestial Group Inc.(HAIN) | COM | 405217100 | $28.1K | 307,001 | 0.0% |
| Core Laboratories NV(CLB) | COM | N22717107 | $28.2K | 142,059 | 0.0% |
| Mondelez International Inc(MDLZ) | COM | 609207105 | $32.0K | 927,606 | 0.0% |
| Estee Lauder Companies(EL) | COM | 518439104 | $39.9K | 597,226 | 0.0% |
| IntercontinentalExchange Group(ICE) | COM | 45866F104 | $46.0K | 232,292 | 0.0% |
| PNC Bank Corp(PNC) | COM | 693475105 | $46.8K | 537,697 | 0.0% |