Q3 2013 Holdings
Filed 2013-11-14 | 210 holdings | $24.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $19.7K | 214,000 | 0.1% |
| Express Scripts Hldg Co | COM | 30219G108 | $29.2K | 473,000 | 0.1% |
| Corning Inc(GLW) | COM | 219350105 | $511.0K | 35,000 | 2.1% |
| Ceva Inc(CEVA) | COM | 157210105 | $863.0K | 50,000 | 3.5% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $880.0K | 15,000 | 3.6% |
| Conmed Corp(CNMD) | COM | 207410101 | $3.5M | 102,500 | 14.2% |
| Carmax Inc(KMX) | COM | 143130102 | $8.6M | 177,500 | 35.1% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $9.7M | 188,500 | 39.8% |