Q1 2015 Holdings
Filed 2015-04-22 | 937 holdings | $419.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CDW Corp / de(CDW) | COM | 12514G108 | $366 | 9,831 | 0.0% |
| Compass Minerals International Inc(CMP) | COM | 20451N101 | $367 | 3,939 | 0.0% |
| Receptos Inc | COM | 756207106 | $367 | 2,227 | 0.0% |
| Pentair PLC(PNR) | COM | G7S00T104 | $368 | 5,856 | 0.0% |
| Thomson Reuters Corp | COM | 884903105 | $369 | 9,091 | 0.0% |
| Herbalife LTD(HLF) | COM | G4412G101 | $371 | 8,674 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $371 | 5,278 | 0.0% |
| Sunedison Inc | COM | 86732Y109 | $371 | 15,467 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $372 | 17,782 | 0.0% |
| HD Supply Holdings Inc | COM | 40416M105 | $374 | 12,004 | 0.0% |
| National Instruments Corp | COM | 636518102 | $375 | 11,695 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $377 | 23,251 | 0.0% |
| C.H. Robinson Worldwide Inc(CHRW) | COM | 12541W209 | $379 | 5,172 | 0.0% |
| Cavium Inc | COM | 14964U108 | $380 | 5,367 | 0.0% |
| Wyndham Worldwide Corp | COM | 98310W108 | $381 | 4,213 | 0.0% |
| Church Dwight Inc(CHD) | COM | 171340102 | $382 | 4,470 | 0.0% |
| Pall Corp | COM | 696429307 | $383 | 3,814 | 0.0% |
| Kansas City Southern | COM | 485170302 | $385 | 3,775 | 0.0% |
| Linear Technology Corp | COM | 535678106 | $388 | 8,280 | 0.0% |
| Liberty Interactive Corp | COM | 53071M104 | $389 | 13,321 | 0.0% |
| Tesoro Corp | COM | 881609101 | $389 | 4,263 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $391 | 5,660 | 0.0% |
| Groupon Inc | COM | 399473107 | $392 | 54,438 | 0.0% |
| SL Green Realty Corp | COM | 78440X101 | $393 | 3,058 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $394 | 18,843 | 0.0% |
| Gulfport Energy Corp | COM | 402635304 | $395 | 8,613 | 0.0% |
| Solarwinds Inc | COM | 83416B109 | $396 | 7,725 | 0.0% |
| Coach Inc | COM | 189754104 | $397 | 9,586 | 0.0% |
| Parexel Intl Corp | COM | 699462107 | $398 | 5,776 | 0.0% |
| Tableau Software Inc(DATA) | COM | 87336U105 | $399 | 4,310 | 0.0% |
| Cepheid Inc | COM | 15670R107 | $403 | 7,081 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $404 | 11,441 | 0.0% |
| Atmel Corp | COM | 049513104 | $407 | 49,459 | 0.0% |
| Equity Lifestyle Properties Inc(ELS) | COM | 29472R108 | $407 | 7,413 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $410 | 4,821 | 0.0% |
| Heico Corp(HEI) | COM | 422806109 | $412 | 6,754 | 0.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $413 | 2,664 | 0.0% |
| Tempur Sealy International Inc(SGI) | COM | 88023U101 | $413 | 7,145 | 0.0% |
| Henry Schein Inc(HSIC) | COM | 806407102 | $415 | 2,973 | 0.0% |
| Affiliated Managers Group Inc(AMG) | COM | 008252108 | $415 | 1,930 | 0.0% |
| Team Health Holdings Inc | COM | 87817A107 | $417 | 7,134 | 0.0% |
| Solera Holdings Inc | COM | 83421A104 | $417 | 8,077 | 0.0% |
| Laboratory Corp Amer Hldgs | COM | 50540R409 | $420 | 3,334 | 0.0% |
| Realogy Holdings LLC | COM | 75605Y106 | $422 | 9,278 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $423 | 10,216 | 0.0% |
| Arris Group Inc | COM | 04270V106 | $428 | 14,815 | 0.0% |
| SSC Technologies Holdings(SSNC) | COM | 78467J100 | $431 | 6,919 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $432 | 5,279 | 0.0% |
| Belden Inc(BDC) | COM | 077454106 | $432 | 4,615 | 0.0% |
| CF Industries Holdings Inc(CF) | COM | 125269100 | $433 | 1,525 | 0.0% |