Q4 2013 Holdings
Filed 2014-02-13 | 354 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $232.6M | 2,432,439 | 12.2% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $307.1M | 4,101,195 | 16.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $372.0M | 16,568,979 | 19.5% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $485.3M | 8,945,691 | 25.4% |