Q1 2014 Holdings
Filed 2014-05-15 | 159 holdings | $133.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Time Warner Cable Inc | COM | 88732J207 | $213.8K | 1,558,613 | 0.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $1.6M | 230,300 | 1.2% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $3.0M | 176,696 | 2.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $5.5M | 80,307 | 4.1% |
| Darling Intl Inc(DAR) | COM | 237266101 | $7.9M | 393,750 | 5.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $8.0M | 71,816 | 6.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $9.7M | 166,561 | 7.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $31.0M | 924,180 | 23.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $64.9M | 987,527 | 48.5% |