Q1 2014 Holdings
Filed 2014-05-15 | 1016 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Webmd Health Corp | COM | 94770V102 | $83.6K | 2,018,200 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $83.6K | 2,022,027 | 0.0% |
| UMB Finl Corp(UMBF) | COM | 902788108 | $84.8K | 1,311,326 | 0.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $84.9K | 915,350 | 0.0% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $88.0K | 1,436,508 | 0.0% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $89.5K | 1,433,607 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $90.3K | 924,450 | 0.0% |
| Esco Technologies Inc(ESE) | COM | 296315104 | $90.6K | 2,574,298 | 0.0% |
| Portfolio Recovery Assocs in | COM | 73640Q105 | $96.3K | 1,664,141 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $97.2K | 855,728 | 0.0% |
| Aruba Networks Inc | COM | 043176106 | $98.0K | 5,226,873 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $98.4K | 1,278,170 | 0.0% |
| Epam SYS Inc(EPAM) | COM | 29414B104 | $101.5K | 3,083,975 | 0.0% |
| Gogo Inc(GOGO) | COM | 38046C109 | $101.7K | 4,950,050 | 0.0% |
| Idex Corp(IEX) | COM | 45167R104 | $103.7K | 1,422,473 | 0.0% |
| Polypore Intl Inc | COM | 73179V103 | $104.8K | 3,064,865 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $108.0K | 1,087,035 | 0.0% |
| Rambus Inc del(RMBS) | COM | 750917106 | $111.3K | 10,350,706 | 0.0% |
| Qiwi PLC | SPON ADR REP B | 74735M108 | $111.8K | 3,226,600 | 0.0% |
| Volcano Corporation | COM | 928645100 | $111.8K | 5,673,000 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $113.6K | 5,285,982 | 0.0% |
| Solera Holdings Inc | COM | 83421A104 | $114.8K | 1,811,780 | 0.0% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $116.3K | 1,336,200 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $116.3K | 11,322,281 | 0.0% |
| Opentable Inc | COM | 68372A104 | $117.0K | 1,520,350 | 0.0% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $117.2K | 3,913,099 | 0.0% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $117.2K | 1,845,450 | 0.0% |
| Evertec Inc(EVTC) | COM | 30040P103 | $118.5K | 4,799,581 | 0.0% |
| Dentsply Intl Inc New | COM | 249030107 | $119.0K | 2,584,444 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $119.4K | 1,669,335 | 0.0% |
| Crown Castle Intl Corp | COM | 228227104 | $119.5K | 1,620,264 | 0.0% |
| Qlik Technologies Inc | COM | 74733T105 | $119.7K | 4,503,336 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $120.7K | 3,781,357 | 0.0% |
| Gentex Corp(GNTX) | COM | 371901109 | $121.8K | 3,861,409 | 0.0% |
| Carter Inc(CRI) | COM | 146229109 | $122.0K | 1,571,690 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $123.0K | 1,030,675 | 0.0% |
| Zimmer Hldgs Inc(ZBH) | COM | 98956P102 | $123.6K | 1,306,371 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $126.5K | 1,545,709 | 0.0% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $127.0K | 3,935,294 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $129.1K | 3,541,070 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $130.3K | 2,357,100 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $134.2K | 306,325 | 0.0% |
| Mattel Inc(MAT) | COM | 577081102 | $135.5K | 3,376,950 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $136.3K | 8,655,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $136.3K | 1,845,685 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $137.5K | 1,289,508 | 0.0% |
| Teradata Corp del(TDC) | COM | 88076W103 | $141.7K | 2,880,406 | 0.0% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $142.3K | 3,380,464 | 0.0% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $143.6K | 2,394,820 | 0.0% |
| JOY Global Inc | COM | 481165108 | $144.7K | 2,494,747 | 0.0% |