Q3 2013 Holdings
Filed 2013-10-23 | 320 holdings | $446.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Actavis PLC | COM | G0083B108 | $160.5K | 1,114,461 | 0.0% |
| MasTec Inc.(MTZ) | COM | 576323109 | $162.2K | 5,351,832 | 0.0% |
| Raymond James Financial Inc.(RJF) | COM | 754730109 | $163.5K | 3,922,559 | 0.0% |
| FMC Corporation(FMC) | COM | 302491303 | $163.5K | 2,279,274 | 0.0% |
| Alkermes Plc(ALKS) | COM | G01767105 | $168.5K | 5,010,825 | 0.0% |
| The Cooper Companies Inc. | COM | 216648402 | $173.8K | 1,340,377 | 0.0% |
| United Continental Holdings Inc.(UAL) | COM | 910047109 | $179.1K | 5,830,760 | 0.0% |
| B/E Aerospace Inc. | COM | 073302101 | $200.5K | 2,715,973 | 0.0% |
| Mednax Inc.(MD) | COM | 58502B106 | $263.7K | 2,626,658 | 0.1% |
| AbbVie Inc.(ABBV) | COM | 00287Y109 | $2.8M | 63,470 | 0.6% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $3.3M | 142,230 | 0.7% |
| BioMarin Pharmaceutical Inc.(BMRN) | COM | 09061G101 | $6.7M | 92,397 | 1.5% |
| Allscripts Healthcare Solutions Inc.(MDRX) | COM | 01988P108 | $13.5M | 907,746 | 3.0% |
| DXP Enterprises Inc.(DXPE) | COM | 233377407 | $17.4M | 219,831 | 3.9% |
| Crocs Inc.(CROX) | COM | 227046109 | $33.7M | 2,480,081 | 7.6% |
| Charles River Laboratories Internation(CRL) | COM | 159864107 | $39.3M | 848,580 | 8.8% |
| CarMax Inc.(KMX) | COM | 143130102 | $42.3M | 873,523 | 9.5% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $69.7M | 1,347,217 | 15.6% |
| Chart Industries Inc.(GTLS) | COM | 16115Q308 | $79.1M | 642,850 | 17.7% |
| Cadence Design Systems Inc.(CDNS) | COM | 127387108 | $125.8M | 9,314,991 | 28.2% |