Q3 2013 Holdings
Filed 2013-11-14 | 4579 holdings | $11.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $183.2M | 11,302,223 | 1.5% |
| Dana Hldg Corp(DAN) | COM | 235825205 | $199.3M | 8,724,039 | 1.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $231.9M | 11,933,265 | 2.0% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $318.2M | 6,556,294 | 2.7% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $370.5M | 24,918,241 | 3.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $380.4M | 8,503,673 | 3.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $441.1M | 10,713,780 | 3.7% |
| Cummins Inc(CMI) | COM | 231021106 | $473.3M | 3,562,459 | 4.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $502.9M | 37,251,118 | 4.2% |
| Conocophillips(COP) | COM | 20825C104 | $554.5M | 7,976,961 | 4.7% |
| Boston Scientificcorp(BSX) | COM | 101137107 | $636.4M | 54,205,348 | 5.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $770.2M | 14,897,405 | 6.5% |
| Autozone Inc(AZO) | COM | 053332102 | $826.4M | 1,954,913 | 7.0% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $906.9M | 3,766,804 | 7.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.1B | 133,226,899 | 26.3% |