Q2 2013 Holdings
Filed 2013-07-22 | 322 holdings | $408.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Covance Inc. | COM | 222816100 | $124.6K | 1,635,887 | 0.0% |
| Actavis Inc. | COM | 00507K103 | $140.7K | 1,114,448 | 0.0% |
| FMC Corp.(FMC) | COM | 302491303 | $149.0K | 2,440,136 | 0.0% |
| Cooper Cos. | COM | 216648402 | $164.6K | 1,382,657 | 0.0% |
| MasTec Inc.(MTZ) | COM | 576323109 | $167.3K | 5,086,295 | 0.0% |
| Raymond James Financial Inc.(RJF) | COM | 754730109 | $169.8K | 3,951,639 | 0.0% |
| B/E Aerospace Inc. | COM | 073302101 | $177.2K | 2,809,893 | 0.0% |
| United Continental Holdings Inc.(UAL) | COM | 910047109 | $186.9K | 5,974,110 | 0.0% |
| Mednax Inc.(MD) | COM | 58502B106 | $229.4K | 2,505,114 | 0.1% |
| AbbVie Inc.(ABBV) | COM | 00287Y109 | $2.2M | 53,970 | 0.5% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $3.8M | 156,530 | 0.9% |
| BioMarin Pharmaceutical Inc.(BMRN) | COM | 09061G101 | $5.2M | 93,857 | 1.3% |
| Conmed Corp.(CNMD) | COM | 207410101 | $5.8M | 187,067 | 1.4% |
| Crown Holdings Inc.(CCK) | COM | 228368106 | $8.5M | 206,957 | 2.1% |
| Allscripts Healthcare Solutions Inc.(MDRX) | COM | 01988P108 | $10.8M | 833,830 | 2.6% |
| DXP Enterprises Inc.(DXPE) | COM | 233377407 | $13.4M | 201,936 | 3.3% |
| Crocs Inc.(CROX) | COM | 227046109 | $20.4M | 1,239,046 | 5.0% |
| Charles River Laboratories Internation(CRL) | COM | 159864107 | $29.9M | 729,730 | 7.3% |
| CarMax Inc.(KMX) | COM | 143130102 | $41.7M | 902,670 | 10.2% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $59.4M | 1,394,937 | 14.5% |
| Chart Industries Inc.(GTLS) | COM | 16115Q308 | $61.3M | 651,780 | 15.0% |
| Cadence Design Systems Inc.(CDNS) | COM | 127387108 | $134.1M | 9,258,783 | 32.8% |