Q1 2014 Holdings
Filed 2014-05-15 | 4645 holdings | $10.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| G&ksvcsinc | CLA | 361268105 | $107.7K | 1,760,872 | 0.0% |
| Tesaroinc | COM | 881569107 | $109.3K | 3,707,235 | 0.0% |
| Wuxipharmatech | SPONSADRSHS | 929352102 | $109.4K | 2,966,656 | 0.0% |
| Yelpinc(YELP) | CLA | 985817105 | $109.8K | 1,427,112 | 0.0% |
| Expeditorsintl(EXPD) | COM | 302130109 | $110.1K | 2,779,418 | 0.0% |
| Muellerinds(MLI) | COM | 624756102 | $110.9K | 3,697,238 | 0.0% |
| Cbscorpnew | CLB | 124857202 | $111.2K | 1,799,922 | 0.0% |
| Transdigmgroup(TDG) | COM | 893641100 | $111.5K | 602,000 | 0.0% |
| Precision | COM | 740189105 | $112.1K | 443,590 | 0.0% |
| Lbrandsinc | COM | 501797104 | $116.3K | 2,048,574 | 0.0% |
| Microchip(MCHP) | COM | 595017104 | $116.9K | 2,448,167 | 0.0% |
| Wisconsinenergy | COM | 976657106 | $117.3K | 2,520,585 | 0.0% |
| Ehealthinc(EHTH) | COM | 28238P109 | $117.9K | 2,321,390 | 0.0% |
| Essentgroup(ESNT) | COM | G3198U102 | $118.0K | 5,254,858 | 0.0% |
| Ypfsociedad(YPF) | SPONADRCLD | 984245100 | $118.2K | 3,793,240 | 0.0% |
| Demandwareinc(DWREEUR) | COM | 24802Y105 | $118.6K | 1,851,673 | 0.0% |
| Tableausoftware(DATA) | CLA | 87336U105 | $118.9K | 1,562,916 | 0.0% |
| Mednaxinc(MD) | COM | 58502B106 | $121.5K | 1,960,139 | 0.0% |
| Spectrumbrands | COM | 84763R101 | $121.7K | 1,526,902 | 0.0% |
| Cumberland(CPIX) | COM | 230770109 | $122.0K | 27,611 | 0.0% |
| Informatica | COM | 45666Q102 | $122.5K | 3,242,312 | 0.0% |
| Kimberlyclark(KMB) | COM | 494368103 | $122.5K | 1,111,240 | 0.0% |
| Solarcapltd(SLRC) | COM | 83413U100 | $123.1K | 5,651,309 | 0.0% |
| Laredopetroleum | COM | 516806106 | $123.4K | 4,771,779 | 0.0% |
| Netappinc(NTAP) | COM | 64110D104 | $123.5K | 3,345,782 | 0.0% |
| Buffalowild | COM | 119848109 | $123.9K | 832,245 | 0.0% |
| Molsoncoors(TAP) | CLB | 60871R209 | $125.1K | 2,124,645 | 0.0% |
| Oreilly(ORLY) | COM | 67103H107 | $125.2K | 843,713 | 0.0% |
| Morganstanley(MS) | COMNEW | 617446448 | $125.4K | 4,022,961 | 0.0% |
| Turquoisehill | COM | 900435108 | $125.6K | 37,730,630 | 0.0% |
| Altraindl(AIMCUSD) | COM | 02208R106 | $125.9K | 3,527,587 | 0.0% |
| Pepsicoinc(PEP) | COM | 713448108 | $126.4K | 1,513,984 | 0.0% |
| Valesa(VALE) | ADR | 91912E105 | $127.3K | 9,204,559 | 0.0% |
| Simonpptygroup(SPG) | COM | 828806109 | $128.0K | 780,372 | 0.0% |
| Therapeuticsmd | COM | 88338N107 | $128.1K | 20,299,420 | 0.0% |
| Expediaincdel(EXPE) | COMNEW | 30212P303 | $128.3K | 1,770,105 | 0.0% |
| Fifththird(FITB) | COM | 316773100 | $129.0K | 5,620,061 | 0.0% |
| Spdrgoldtrust(GLD) | GOLDSHS | 78463V107 | $129.9K | 1,050,777 | 0.0% |
| Taylormorrison(TMHC) | CLA | 87724P106 | $130.5K | 5,551,505 | 0.0% |
| Helenoftroy(HELE) | COM | G4388N106 | $131.8K | 1,904,202 | 0.0% |
| Allerganinc | COM | 018490102 | $132.4K | 1,067,060 | 0.0% |
| Idexcorp(IEX) | COM | 45167R104 | $132.5K | 1,818,402 | 0.0% |
| Hollyfrontier(HFCUSD) | COM | 436106108 | $133.5K | 2,805,050 | 0.0% |
| Seattlegenetics | COM | 812578102 | $134.6K | 2,953,577 | 0.0% |
| Avalonbaycmntys(AVB) | COM | 053484101 | $134.9K | 1,027,206 | 0.0% |
| Astoriafinl | COM | 046265104 | $135.2K | 9,785,354 | 0.0% |
| Silicon(SLAB) | COM | 826919102 | $135.8K | 2,599,301 | 0.0% |
| Swifttransn | CLA | 87074U101 | $136.2K | 5,501,558 | 0.0% |
| Statestrcorp(STT) | COM | 857477103 | $137.5K | 1,977,038 | 0.0% |
| Jacobsengr(JECUSD) | COM | 469814107 | $138.3K | 2,177,241 | 0.0% |