Q2 2015 Holdings
Filed 2015-08-14 | 6676 holdings | $16.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $184.5K | 6,583,293 | 0.0% |
| ENI S P A(E) | SPONSORED ADR | 26874R108 | $184.7K | 5,190,835 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $186.2K | 5,156,814 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $186.7K | 1,620,632 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $187.1K | 1,797,047 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $187.9K | 840,274 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $188.0K | 3,594,397 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $189.3K | 2,547,500 | 0.0% |
| Therapeuticsmd Inc | COM | 88338N107 | $190.0K | 24,171,845 | 0.0% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $190.3K | 4,983,158 | 0.0% |
| Mednax Inc(MD) | COM | 58502B106 | $190.4K | 2,568,610 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $191.3K | 712,959 | 0.0% |
| Gatx Corp(GATX) | COM | 361448103 | $192.6K | 3,624,009 | 0.0% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $193.3K | 6,410,189 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $194.8K | 7,942,548 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $194.8K | 14,776,913 | 0.0% |
| CBS Corp New | CL B | 124857202 | $195.3K | 3,518,267 | 0.0% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $195.3K | 1,202,027 | 0.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $197.6K | 18,966,965 | 0.0% |
| Tesaro Inc | COM | 881569107 | $199.2K | 3,388,225 | 0.0% |
| HD Supply Hldgs Inc | COM | 40416M105 | $200.3K | 5,693,257 | 0.0% |
| Dentsply Intl Inc New | COM | 249030107 | $201.9K | 3,916,770 | 0.0% |
| EQT Corp(EQT) | COM | 26884L109 | $202.5K | 2,489,121 | 0.0% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $203.3K | 3,834,332 | 0.0% |
| Heartland PMT SYS Inc | COM | 42235N108 | $205.4K | 3,799,702 | 0.0% |
| HSN Inc | COM | 404303109 | $207.4K | 2,954,394 | 0.0% |
| Laredo Petroleum Inc | COM | 516806106 | $211.9K | 16,845,348 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $212.0K | 158,179 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $212.6K | 17,627,533 | 0.0% |
| Agrium Inc | COM | 008916108 | $213.0K | 2,009,944 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $214.6K | 6,925,136 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $216.0K | 2,546,192 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $217.7K | 6,903,833 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $220.2K | 11,688,264 | 0.0% |
| Waste Connections Inc | COM | 941053100 | $221.6K | 4,703,398 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $221.9K | 3,519,790 | 0.0% |
| Forest City Enterprises Inc | CL A | 345550107 | $221.9K | 10,040,684 | 0.0% |
| Torchmark Corp | COM | 891027104 | $228.2K | 3,919,841 | 0.0% |
| Team Health Holdings Inc | COM | 87817A107 | $230.7K | 3,530,564 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $230.7K | 3,903,412 | 0.0% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $230.7K | 492,146 | 0.0% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $231.2K | 3,700,076 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $236.3K | 1,703,305 | 0.0% |
| Ingredion Inc(INGR) | COM | 457187102 | $239.1K | 2,996,329 | 0.0% |
| Citizens Finl Group Inc(CFG) | COM | 174610105 | $239.9K | 8,785,136 | 0.0% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $243.8K | 26,937,292 | 0.0% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $244.2K | 1,430,667 | 0.0% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $245.0K | 3,164,774 | 0.0% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $245.2K | 6,134,989 | 0.0% |
| Digitalglobe Inc | COM NEW | 25389M877 | $246.1K | 8,855,622 | 0.0% |