Q3 2013 Holdings
Filed 2013-11-14 | 277 holdings | $89.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| La-Z-Boy Incorporated(LZB) | COM | 505336107 | $3.8K | 166,700 | 0.0% |
| Dril-Quip, Inc.(DRQEUR) | COM | 262037104 | $3.8K | 33,175 | 0.0% |
| Healthcare Realty Trust Incorporated | COM | 421946104 | $3.8K | 165,510 | 0.0% |
| Abaxis, Inc. | COM | 002567105 | $3.8K | 90,865 | 0.0% |
| Syntel, Inc. | COM | 87162H103 | $3.8K | 48,025 | 0.0% |
| Sensient Technologies Corporation(SXT) | COM | 81725T100 | $3.9K | 81,175 | 0.0% |
| McCormick & Company, Inc.(MKC) | COM | 579780206 | $3.9K | 60,260 | 0.0% |
| Regal-Beloit Corporation(RRX) | COM | 758750103 | $3.9K | 57,705 | 0.0% |
| Omnicell, Inc.(OMCL) | COM | 68213N109 | $3.9K | 166,725 | 0.0% |
| DealerTrack Holdings, Inc. | COM | 242309102 | $3.9K | 92,175 | 0.0% |
| Generac Holdings Inc.(GNRC) | COM | 368736104 | $4.0K | 92,935 | 0.0% |
| Morningstar, Inc.(MORN) | COM | 617700109 | $4.0K | 50,205 | 0.0% |
| Rosetta Resources, Inc. | COM | 777779307 | $4.0K | 73,090 | 0.0% |
| Dorman Products, Inc.(DORM) | COM | 258278100 | $4.0K | 80,350 | 0.0% |
| SM Energy Company | COM | 792228108 | $4.0K | 51,685 | 0.0% |
| Euronet Worldwide, Inc.(EEFT) | COM | 298736109 | $4.0K | 100,475 | 0.0% |
| National Presto Industries, Inc.(NPK) | COM | 637215104 | $4.1K | 57,900 | 0.0% |
| Mobile Mini, Inc. | COM | 60740F105 | $4.1K | 120,450 | 0.0% |
| Helmerich & Payne, Inc.(HP) | COM | 423452101 | $4.1K | 60,060 | 0.0% |
| Jack Henry and Associates, Inc.(JKHY) | COM | 426281101 | $4.1K | 80,325 | 0.0% |
| Harley-Davidson, Inc.(HOG) | COM | 412822108 | $4.2K | 65,055 | 0.0% |
| WEX Inc.(WEX) | COM | 96208T104 | $4.2K | 47,705 | 0.0% |
| Tangoe, Inc. | COM | 87582Y108 | $4.2K | 176,785 | 0.0% |
| Brown & Brown, Inc.(BRO) | COM | 115236101 | $4.2K | 131,830 | 0.0% |
| Thor Industries, Inc.(THO) | COM | 885160101 | $4.4K | 75,390 | 0.0% |
| Monster Beverage Corporation | COM | 611740101 | $4.4K | 85,070 | 0.0% |
| Standard Parking Corporation | COM | 853790103 | $4.5K | 167,160 | 0.0% |
| Steris Corporation | COM | 859152100 | $4.5K | 104,745 | 0.0% |
| Waddell & Reed Financial, Inc.(WDR) | CL A | 930059100 | $4.5K | 87,435 | 0.0% |
| Bottomline Technologies (de), Inc.(EPAYEUR) | COM | 101388106 | $4.5K | 161,725 | 0.0% |
| Knight Transportation, Inc. | COM | 499064103 | $4.6K | 277,725 | 0.0% |
| Jazz Pharmaceuticals public limited company(JAZZ) | SHS USD | G50871105 | $4.6K | 50,050 | 0.0% |
| Stericycle, Inc.(SRCLEUR) | COM | 858912108 | $4.6K | 40,025 | 0.0% |
| Bally Technologies, Inc. | COM | 05874B107 | $4.7K | 65,310 | 0.0% |
| United Natural Foods, Inc.(UNFI) | COM | 911163103 | $4.7K | 70,350 | 0.0% |
| Edwards Lifesciences Corporation(EW) | COM | 28176E108 | $4.8K | 68,870 | 0.0% |
| Concho Resources Inc.(CXOEUR) | COM | 20605P101 | $4.9K | 45,040 | 0.0% |
| Kraft Foods Group, Inc. | COM | 50076Q106 | $4.9K | 93,500 | 0.0% |
| Cardtronics, Inc. | COM | 14161H108 | $5.0K | 135,575 | 0.0% |
| GNC Holdings, Inc. | COM CL A | 36191G107 | $5.5K | 100,190 | 0.0% |
| Middleby Corporation (The)(MIDD) | COM | 596278101 | $5.5K | 26,230 | 0.0% |
| Red Hat, Inc. | COM | 756577102 | $5.5K | 120,130 | 0.0% |
| Mid-America Apartment Communities, Inc.(MAA) | COM | 59522J103 | $5.6K | 90,000 | 0.0% |
| Douglas Dynamics, Inc.(PLOW) | COM | 25960R105 | $5.9K | 402,241 | 0.0% |
| Paychex, Inc.(PAYX) | COM | 704326107 | $6.0K | 147,000 | 0.0% |
| Cameron International Corporation | COM | 13342B105 | $6.1K | 105,100 | 0.0% |
| Expeditors Int'l of Washington, Inc.(EXPD) | COM | 302130109 | $6.3K | 143,155 | 0.0% |
| Beam Inc. | COM | 073730103 | $6.5K | 100,105 | 0.0% |
| Solera Holdings, Inc. | COM | 83421A104 | $6.5K | 123,300 | 0.0% |
| Six Flags Entertainment Corporation(SIXEUR) | COM | 83001A102 | $6.6K | 195,800 | 0.0% |