Q1 2015 Holdings
Filed 2015-05-14 | 608 holdings | $136.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Salesforce(CRM) | COM | 79466L302 | $207 | 3,100 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $240 | 9,400 | 0.0% |
| Nuance | COM | 67020Y100 | $283 | 19,700 | 0.0% |
| Cree Inc | COM | 225447101 | $291 | 8,200 | 0.0% |
| Kla-Tencor Corp(KLAC) | COM | 482480100 | $315 | 5,400 | 0.0% |
| Kansas City Southern | COM | 485170302 | $357 | 3,500 | 0.0% |
| Chicago Bridge & Iron Co N V | COM | 167250109 | $414 | 8,400 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $422 | 4,600 | 0.0% |
| Diamond Offshore Drilling in(DOEUR) | COM | 25271C102 | $429 | 16,000 | 0.0% |
| Expedia Inc del(EXPE) | COM | 30212P303 | $433 | 4,600 | 0.0% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $450 | 10,300 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $453 | 2,400 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $458 | 1,100 | 0.0% |
| F M C Corp(FMC) | COM | 302491303 | $487 | 8,500 | 0.0% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $491 | 9,100 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $507 | 6,100 | 0.0% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $569 | 9,900 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $596 | 8,300 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $614 | 7,800 | 0.0% |
| Trimble Navigation LTD(TRMB) | COM | 896239100 | $617 | 24,500 | 0.0% |
| Avago Technologies LTD | SHS | Y0486S104 | $622 | 4,900 | 0.0% |
| Cheniere Energy Inc(LNG) | COM | 16411R208 | $650 | 8,400 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $657 | 4,500 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $667 | 5,300 | 0.0% |
| Franklin RES Inc(BEN) | COM | 354613101 | $672 | 13,100 | 0.0% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $702 | 6,100 | 0.0% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $712 | 10,800 | 0.0% |
| Vantiv Inc | CL A | 92210H105 | $762 | 20,200 | 0.0% |
| Concho RES Inc(CXOEUR) | COM | 20605P101 | $765 | 6,600 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $794 | 12,400 | 0.0% |
| Hudson City Bancorp | COM | 443683107 | $805 | 76,800 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $812 | 8,100 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $818 | 25,800 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $831 | 22,300 | 0.0% |
| EQT Corp(EQT) | COM | 26884L109 | $845 | 10,200 | 0.0% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $850 | 14,000 | 0.0% |
| Linkedin Corp | COM | 53578A108 | $850 | 3,400 | 0.0% |
| Jarden Corp | COM | 471109108 | $857 | 16,200 | 0.0% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $858 | 21,800 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $899 | 21,700 | 0.0% |
| Level 3 | COM | 52729N308 | $910 | 16,900 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $924 | 18,900 | 0.0% |
| B/E Aerospace Inc | COM | 073302101 | $929 | 14,600 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $966 | 6,400 | 0.0% |
| Cooper COS Inc | COM | 216648402 | $975 | 5,200 | 0.0% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $981 | 256,800 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $984 | 4,500 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $1.0K | 9,600 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $1.0K | 8,200 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $1.0K | 8,800 | 0.0% |