Q1 2014 Holdings
Filed 2014-05-15 | 232 holdings | $24.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Electro Scientific Inds | COM | 285229100 | $11.0K | 1,117,069 | 0.0% |
| Financial Engines Inc | COM | 317485100 | $11.8K | 232,500 | 0.0% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $12.2K | 704,500 | 0.1% |
| Electronics for Imaging Inc(EFII) | COM | 286082102 | $12.4K | 287,000 | 0.1% |
| Boeing Co(BA) | COM | 097023105 | $12.5K | 100,000 | 0.1% |
| Precision Castparts Corp | COM | 740189105 | $15.2K | 60,000 | 0.1% |
| Formfactor Inc(FORM) | COM | 346375108 | $18.2K | 2,848,450 | 0.1% |
| Viasat Inc(VSAT) | COM | 92552V100 | $18.8K | 272,000 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $19.5K | 275,000 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $25.7K | 214,000 | 0.1% |
| Express Scripts Hldg Co | COM | 30219G108 | $34.5K | 459,000 | 0.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $199.0K | 10,000 | 0.8% |
| Ceva Inc(CEVA) | COM | 157210105 | $702.0K | 40,000 | 2.9% |
| Corning Inc(GLW) | COM | 219350105 | $729.0K | 35,000 | 3.0% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $1.1M | 20,000 | 4.5% |
| Conmed Corp(CNMD) | COM | 207410101 | $4.5M | 102,500 | 18.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $8.2M | 141,000 | 34.0% |
| Carmax Inc(KMX) | COM | 143130102 | $8.3M | 177,500 | 34.4% |