Q4 2014 Holdings
Filed 2015-02-13 | 210 holdings | $11.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $207.0K | 335 | 1.7% |
| Abbvie(ABBV) | COMMON STOCK | 00287Y109 | $412.0K | 6,300 | 3.5% |
| Antero Resources(AR) | COMMON STOCK | 03674X106 | $441.0K | 10,872 | 3.7% |
| Charles River Laboratories(CRL) | COMMON STOCK | 159864107 | $562.0K | 8,830 | 4.7% |
| Align Tech Inc(ALGN) | COMMON STOCK | 016255101 | $567.0K | 10,135 | 4.8% |
| Biogen Idec Inc(BIIB) | COMMON STOCK | 09062X103 | $759.0K | 2,236 | 6.4% |
| D R Horton Inc(DHI) | COMMON STOCK | 23331A109 | $1.1M | 44,160 | 9.4% |
| American Homes 4 Rnet(AMH) | COMMON STOCK | 02665T306 | $1.6M | 91,995 | 13.2% |
| Costco Wholesale Corp(COST) | COMMON STOCK | 22160K105 | $2.6M | 18,091 | 21.6% |
| Cummins Inc(CMI) | COMMON STOCK | 231021106 | $3.4M | 23,330 | 28.3% |