Q2 2013 Holdings
Filed 2013-08-13 | 64 holdings | $20.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $75.8K | 1,128,209 | 0.4% |
| Sothebys | COM | 835898107 | $77.5K | 2,044,019 | 0.4% |
| Ingredion Inc(INGR) | COM | 457187102 | $78.2K | 1,191,217 | 0.4% |
| Oasis Pete Inc New | COM | 674215108 | $78.7K | 2,024,870 | 0.4% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $81.2K | 2,548,852 | 0.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $87.6K | 479,401 | 0.4% |
| Endurance Specialty Hldgs LT | SHS | G30397106 | $88.5K | 1,719,625 | 0.4% |
| Luminex Corp del | COM | 55027E102 | $95.2K | 4,619,050 | 0.5% |
| B/E Aerospace Inc | COM | 073302101 | $103.4K | 1,639,285 | 0.5% |
| Pool Corporation(POOL) | COM | 73278L105 | $106.7K | 2,036,337 | 0.5% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $114.1K | 2,598,271 | 0.6% |
| Conns Inc(CN4) | COM | 208242107 | $124.1K | 2,397,618 | 0.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.5M | 109,540 | 22.7% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $13.6M | 203,390 | 68.0% |