Q2 2013 Holdings
Filed 2013-07-31 | 977 holdings | $276.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Procter & Gamble Co(PG) | 742718109 | 742718109 | $40.1K | 520,384 | 0.0% |
| Chesapeake Energy Corp(CHKEUR) | 165167107 | 165167107 | $41.0K | 2,013,520 | 0.0% |
| Wal-Mart Stores Inc(WMT) | 931142103 | 931142103 | $42.5K | 570,146 | 0.0% |
| Linkedin Corp | 53578A108 | 53578A108 | $45.4K | 254,675 | 0.0% |
| Microsoft Corp(MSFT) | 594918104 | 594918104 | $47.2K | 1,365,300 | 0.0% |
| Mead Johnson Nutrition Co | 582839106 | 582839106 | $49.6K | 625,970 | 0.0% |
| Homeaway Inc | 43739Q100 | 43739Q100 | $53.0K | 1,639,650 | 0.0% |
| Alexandria Real Estate EQ in(ARE) | 015271109 | 015271109 | $54.2K | 824,049 | 0.0% |
| Ebay Inc(EBAY) | 278642103 | 278642103 | $56.2K | 1,087,050 | 0.0% |
| Diana Shipping Inc | Y2066G104 | Y2066G104 | $58.3K | 5,811,071 | 0.0% |
| Fortinet Inc(FTNT) | 34959E109 | 34959E109 | $59.9K | 3,423,140 | 0.0% |
| F5 Networks Inc(FFIV) | 315616102 | 315616102 | $60.8K | 883,910 | 0.0% |
| Digital Rlty TR Inc(DLR) | 253868103 | 253868103 | $61.8K | 1,012,799 | 0.0% |
| Biomed Realty Trust Inc | 09063H107 | 09063H107 | $61.9K | 3,058,583 | 0.0% |
| Facebook Inc(META) | 30303M102 | 30303M102 | $63.7K | 2,560,970 | 0.0% |
| BJS Restaurants Inc(BJRI) | 09180C106 | 09180C106 | $67.1K | 1,808,660 | 0.0% |
| General Electric Co | 369604103 | 369604103 | $67.2K | 2,895,890 | 0.0% |
| Msci Inc(MSCI) | 55354G100 | 55354G100 | $69.0K | 2,073,200 | 0.0% |
| Dupont Fabros Technology Inc | 26613Q106 | 26613Q106 | $71.3K | 2,954,327 | 0.0% |
| Xylem Inc(XYL) | 98419M100 | 98419M100 | $73.0K | 2,710,230 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | 253393102 | 253393102 | $75.2K | 1,502,450 | 0.0% |
| Skyworks Solutions Inc(SWKS) | 83088M102 | 83088M102 | $77.2K | 3,526,410 | 0.0% |
| Amazon COM Inc(AMZN) | 023135106 | 023135106 | $80.5K | 290,069 | 0.0% |
| Micros SYS Inc | 594901100 | 594901100 | $82.9K | 1,921,730 | 0.0% |
| Fastenal Co(FAST) | 311900104 | 311900104 | $90.9K | 1,984,313 | 0.0% |
| Volcano Corporation | 928645100 | 928645100 | $92.3K | 5,088,365 | 0.0% |
| Spirit Airls Inc(SAVEEUR) | 848577102 | 848577102 | $96.5K | 3,041,218 | 0.0% |
| Peabody Energy Corp | 704549104 | 704549104 | $100.9K | 6,889,770 | 0.0% |
| Westport Innovations Inc | 960908309 | 960908309 | $109.6K | 3,269,895 | 0.0% |
| Qiagen NV(QGEN) | N72482107 | N72482107 | $125.5K | 6,303,028 | 0.0% |
| Apache Corp(9990302D) | 037411105 | 037411105 | $133.3K | 1,590,273 | 0.0% |
| Verifone SYS Inc | 92342Y109 | 92342Y109 | $137.8K | 8,195,045 | 0.0% |
| Mondelez Intl Inc(MDLZ) | 609207105 | 609207105 | $139.2K | 4,878,902 | 0.1% |
| EOG RES Inc(EOG) | 26875P101 | 26875P101 | $140.7K | 1,068,630 | 0.1% |
| Coca Cola Co(KO) | 191216100 | 191216100 | $140.9K | 3,513,883 | 0.1% |
| Exelon Corp(EXC) | 30161N101 | 30161N101 | $141.9K | 4,594,270 | 0.1% |
| Kraft Foods Group Inc | 50076Q106 | 50076Q106 | $146.1K | 2,615,789 | 0.1% |
| Riverbed Technology Inc | 768573107 | 768573107 | $152.9K | 9,828,025 | 0.1% |
| Myriad Genetics Inc(MYGN) | 62855J104 | 62855J104 | $154.9K | 5,764,067 | 0.1% |
| Range RES Corp(RRC) | 75281A109 | 75281A109 | $161.0K | 2,081,835 | 0.1% |
| Alere Inc | 01449J105 | 01449J105 | $168.4K | 6,872,126 | 0.1% |
| Mindray Medical Intl LTD | 602675100 | 602675100 | $170.5K | 4,552,213 | 0.1% |
| Cameron International Corp | 13342B105 | 13342B105 | $173.9K | 2,843,160 | 0.1% |
| Starz | 85571Q102 | 85571Q102 | $192.4K | 8,706,370 | 0.1% |
| JOY Global Inc | 481165108 | 481165108 | $200.0K | 4,122,145 | 0.1% |
| YUM Brands Inc(YUM) | 988498101 | 988498101 | $205.7K | 2,967,175 | 0.1% |
| C H Robinson Worldwide Inc(CHRW) | 12541W209 | 12541W209 | $227.2K | 4,034,539 | 0.1% |
| Pall Corp | 696429307 | 696429307 | $229.3K | 3,451,933 | 0.1% |
| Becton Dickinson & Co(BDX) | 075887109 | 075887109 | $254.2K | 2,571,937 | 0.1% |
| Caterpillar Inc del(CAT) | 149123101 | 149123101 | $258.0K | 3,127,992 | 0.1% |