Q4 2014 Holdings
Filed 2015-02-17 | 807 holdings | $346.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design SYS(CDNS) | COM | 127387108 | $19.7M | 1,040,380 | 5.7% |
| Coty Inc SHS(COTY) | COM | 222070203 | $22.1M | 1,070,332 | 6.4% |
| Boston Scientific(BSX) | COM | 101137107 | $24.1M | 1,822,488 | 7.0% |
| Cullen Frost Bankers(CFR) | COM | 229899109 | $26.1M | 369,803 | 7.5% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $33.0M | 97,217 | 9.5% |
| Autozone Inc(AZO) | COM | 053332102 | $38.0M | 61,405 | 11.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $57.2M | 403,619 | 16.5% |