Q4 2014 Holdings
Filed 2015-02-17 | 666 holdings | $14.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $342.0K | 3,485 | 2.3% |
| Cummins Inc(CMI) | COM | 231021106 | $348.0K | 2,417 | 2.3% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $377.0K | 29,552 | 2.5% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $378.0K | 19,492 | 2.5% |
| Coty Inc(COTY) | COM CL A | 222070203 | $387.0K | 18,724 | 2.6% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $446.0K | 6,993 | 3.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $469.0K | 16,868 | 3.2% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $548.0K | 8,960 | 3.7% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $557.0K | 4,616 | 3.8% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $689.0K | 20,146 | 4.6% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $746.0K | 21,788 | 5.0% |
| Autonation Inc(AN) | COM | 05329W102 | $793.0K | 13,125 | 5.3% |
| Carmax Inc(KMX) | COM | 143130102 | $866.0K | 13,010 | 5.8% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $877.0K | 12,412 | 5.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.5M | 26,382 | 9.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.6M | 24,421 | 10.8% |