Q2 2013 Holdings
Filed 2013-08-14 | 59 holdings | $20.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $587.7K | 1,161,068 | 2.9% |
| Monsanto Co New | COM | 61166W101 | $613.3K | 6,207,263 | 3.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $688.6K | 13,655,169 | 3.4% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $689.7K | 8,012,507 | 3.4% |
| GAP Inc del(GAP) | COM | 364760108 | $799.4K | 19,156,482 | 3.9% |
| Ebay Inc(EBAY) | COM | 278642103 | $802.5K | 15,515,623 | 3.9% |
| Google Inc | CL A | 38259P508 | $829.1K | 941,709 | 4.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $829.3K | 13,238,915 | 4.0% |
| Priceline COM Inc | COM NEW | 741503403 | $1.4M | 1,718,406 | 6.9% |