Q1 2014 Holdings
Filed 2014-04-22 | 455 holdings | $239.1M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2014-08-15) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $14.5M | 671,825 | 6.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $17.5M | 257,100 | 7.3% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $23.8M | 1,322,550 | 10.0% |
| Conocophillips(COP) | COM | 20825C104 | $23.9M | 339,900 | 10.0% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $27.8M | 91,000 | 11.6% |