Q3 2013 Holdings
Filed 2013-11-14 | 558 holdings | $136.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brookdale Senior Living Inc(BKD) | Common Stock | 112463104 | $8.0M | 305,831 | 5.9% |
| BlackBerry Ltd(BB) | Common Stock | 09228F103 | $8.1M | 1,016,200 | 5.9% |
| Artisan Partners Asset Management Inc(APAM) | Common Stock | 04316A108 | $9.9M | 189,212 | 7.3% |
| Boston Scientific Corp(BSX) | Common Stock | 101137107 | $13.3M | 1,130,172 | 9.8% |
| Autodesk Inc(ADSK) | Common Stock | 052769106 | $24.3M | 590,800 | 17.9% |
| Cummins Inc(CMI) | Common Stock | 231021106 | $49.6M | 373,389 | 36.5% |