Q3 2013 Holdings
Filed 2013-11-14 | 57 holdings | $22.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $820.8K | 5,289,262 | 3.7% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $897.3K | 13,329,083 | 4.0% |
| GAP Inc del(GAP) | COM | 364760108 | $898.5K | 22,305,225 | 4.0% |
| Monsanto Co New | COM | 61166W101 | $976.4K | 9,354,853 | 4.4% |
| Priceline COM Inc | COM NEW | 741503403 | $980.2K | 969,568 | 4.4% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $981.9K | 11,956,751 | 4.4% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $998.5K | 17,684,604 | 4.5% |