Q3 2014 Holdings
Filed 2014-11-14 | 307 holdings | $103.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.6M | 17,500 | 1.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $5.5M | 330,552 | 5.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $5.6M | 64,226 | 5.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $7.4M | 123,796 | 7.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $14.3M | 197,574 | 13.8% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $30.0M | 931,002 | 29.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $35.2M | 508,860 | 34.0% |