Q3 2014 Holdings
Filed 2014-11-14 | 1001 holdings | $4.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $155.3K | 2,615,600 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $157.7K | 3,194,360 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $158.9K | 6,576,119 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $162.0K | 1,364,145 | 0.0% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $163.7K | 3,982,916 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $164.2K | 246,380 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $167.5K | 6,301,021 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $170.4K | 4,199,558 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $171.4K | 2,267,898 | 0.0% |
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $177.9K | 1,587,358 | 0.0% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $178.6K | 1,180,130 | 0.0% |
| Abengoa SA | SP ADR REP B | 00289R201 | $183.0K | 6,882,248 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $187.2K | 1,756,655 | 0.0% |
| Acxiom Corp | COM | 005125109 | $189.0K | 11,419,530 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $189.9K | 1,145,049 | 0.0% |
| Microsemi Corp | COM | 595137100 | $192.9K | 7,590,200 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $196.0K | 4,364,564 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $198.1K | 6,322,199 | 0.0% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $201.1K | 3,024,444 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $201.6K | 1,077,795 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $202.6K | 1,979,075 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $209.9K | 454,558 | 0.0% |
| Isis Pharmaceuticals Inc | COM | 464330109 | $213.3K | 5,494,100 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $227.4K | 6,386,055 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $227.7K | 3,779,650 | 0.0% |
| WNS Holdings LTD(WNSN) | SPON ADR | 92932M101 | $230.7K | 10,250,521 | 0.0% |
| Hilton Worldwide Hldgs Inc | COM | 43300A104 | $234.5K | 9,522,904 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $255.0K | 2,690,653 | 0.0% |
| Medtronic Inc | COM | 585055106 | $261.3K | 4,217,921 | 0.0% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $271.2K | 2,295,072 | 0.0% |
| Google Inc | CL A | 38259P508 | $282.4K | 479,935 | 0.0% |
| Igate Corp | COM | 45169U105 | $298.3K | 8,124,500 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $302.8K | 6,410,673 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $303.6K | 4,305,826 | 0.0% |
| Northern TR Corp(NTRS) | COM | 665859104 | $303.9K | 4,467,449 | 0.0% |
| Markwest Energy Partners L P | UNIT LTD PARTN | 570759100 | $306.6K | 3,991,521 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $307.4K | 5,959,601 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $313.8K | 4,585,090 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $316.0K | 5,305,434 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $317.3K | 2,659,240 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $320.8K | 9,814,256 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $324.3K | 3,463,419 | 0.0% |
| Google Inc | CL C | 38259P706 | $326.1K | 564,749 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $327.3K | 6,849,156 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $342.8K | 3,645,360 | 0.0% |
| Cree Inc | COM | 225447101 | $350.5K | 8,559,893 | 0.0% |
| Time Warner Cable Inc | COM | 88732J207 | $362.2K | 2,524,424 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $363.0K | 9,623,825 | 0.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $363.9K | 11,145,110 | 0.0% |
| Allergan Inc | COM | 018490102 | $376.1K | 2,110,652 | 0.0% |