Q2 2013 Holdings
Filed 2013-08-14 | 996 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $59.3K | 5,061,900 | 0.0% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $59.5K | 958,640 | 0.0% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $59.9K | 481,950 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $60.0K | 726,979 | 0.0% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $60.3K | 1,990,750 | 0.0% |
| Forum Energy Technologies in(FETUSD) | COM | 34984V100 | $60.5K | 1,988,470 | 0.0% |
| Itron Inc(ITRI) | COM | 465741106 | $60.6K | 1,428,100 | 0.0% |
| DSW Inc | CL A | 23334L102 | $61.1K | 831,050 | 0.0% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $61.5K | 1,272,100 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $62.0K | 781,150 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $62.6K | 123,500 | 0.0% |
| Aruba Networks Inc | COM | 043176106 | $62.7K | 4,084,765 | 0.0% |
| UMB Finl Corp(UMBF) | COM | 902788108 | $62.8K | 1,128,140 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $63.0K | 5,869,881 | 0.0% |
| Graco Inc(GGG) | COM | 384109104 | $65.2K | 1,032,128 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $66.1K | 793,400 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $66.4K | 2,956,816 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $66.6K | 968,577 | 0.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $66.7K | 1,764,150 | 0.0% |
| SBA Communications Corp | COM | 78388J106 | $67.4K | 908,914 | 0.0% |
| Opentable Inc | COM | 68372A104 | $68.1K | 1,064,804 | 0.0% |
| Allstate Corp(ALL) | COM | 020002101 | $69.6K | 1,446,950 | 0.0% |
| Directv | COM | 25490A309 | $69.8K | 1,132,190 | 0.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $70.4K | 1,260,386 | 0.0% |
| Patterson UTI Energy Inc(PTEN) | COM | 703481101 | $72.0K | 3,718,700 | 0.0% |
| Trimble Navigation LTD(TRMB) | COM | 896239100 | $72.8K | 2,799,126 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $73.3K | 379,800 | 0.0% |
| Discovery Communicatns New(DISCAUSD) | COM SER A | 25470F104 | $73.7K | 954,241 | 0.0% |
| Markwest Energy Partners L P | UNIT LTD PARTN | 570759100 | $74.2K | 1,109,900 | 0.0% |
| Onyx Pharmaceuticals Inc | COM | 683399109 | $75.3K | 867,123 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $75.7K | 956,713 | 0.0% |
| Volcano Corporation | COM | 928645100 | $75.9K | 4,185,166 | 0.0% |
| Spreadtrum Communications in | ADR | 849415203 | $77.2K | 2,941,550 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $79.9K | 1,093,694 | 0.0% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $81.5K | 1,206,733 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $81.7K | 4,231,600 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $82.0K | 742,740 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $82.4K | 543,146 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $82.8K | 2,374,130 | 0.0% |
| Greenhill & Co Inc | COM | 395259104 | $83.0K | 1,814,374 | 0.0% |
| Zimmer Hldgs Inc(ZBH) | COM | 98956P102 | $83.1K | 1,109,178 | 0.0% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $84.0K | 1,401,700 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $86.1K | 2,104,363 | 0.0% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $86.5K | 878,964 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $89.1K | 1,656,098 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $89.1K | 1,977,916 | 0.0% |
| Wabtec Corp(WAB) | COM | 929740108 | $89.1K | 1,668,420 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $90.8K | 4,278,900 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $92.7K | 1,005,206 | 0.0% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $94.2K | 2,665,900 | 0.0% |