Q1 2015 Holdings
Filed 2015-05-04 | 363 holdings | $390.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Equifax Inc.(EFX) | COM | 294429105 | $48.4K | 520,847 | 0.0% |
| Fairchild Semiconductor International | COM | 303726103 | $48.5K | 2,667,846 | 0.0% |
| WPX Energy Inc. Class A | COM | 98212B103 | $48.7K | 4,455,623 | 0.0% |
| Skyworks Solutions Inc.(SWKS) | COM | 83088M102 | $49.2K | 500,554 | 0.0% |
| Monolithic Power Systems Inc.(MPWR) | COM | 609839105 | $49.7K | 943,173 | 0.0% |
| Parexel International Corporation | COM | 699462107 | $49.8K | 722,388 | 0.0% |
| Meritor Inc.(MTOR) | COM | 59001K100 | $50.2K | 3,979,692 | 0.0% |
| HealthSouth Corporation | COM | 421924309 | $50.4K | 1,136,575 | 0.0% |
| Selective Insurance Group Inc.(SIGI) | COM | 816300107 | $50.5K | 1,738,037 | 0.0% |
| Tangoe Inc. | COM | 87582Y108 | $50.6K | 3,667,913 | 0.0% |
| Globe Specialty Metals Inc. | COM | 37954N206 | $50.8K | 2,685,754 | 0.0% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $51.0K | 122,275 | 0.0% |
| Modine Manufacturing Company(MOD) | COM | 607828100 | $51.1K | 3,791,524 | 0.0% |
| Navigators Group Inc. | COM | 638904102 | $52.4K | 672,895 | 0.0% |
| Berry Plastics Group Inc.(BERYEUR) | COM | 08579W103 | $52.7K | 1,455,619 | 0.0% |
| ON Semiconductor Corporation(ON) | COM | 682189105 | $52.7K | 4,351,096 | 0.0% |
| MasTec Inc.(MTZ) | COM | 576323109 | $54.0K | 2,796,788 | 0.0% |
| 3D Systems Corporation(DDD) | COM | 88554D205 | $54.0K | 1,969,596 | 0.0% |
| Insulet Corporation(PODD) | COM | 45784P101 | $54.7K | 1,641,216 | 0.0% |
| Cerner Corporation(CERNCHF) | COM | 156782104 | $55.1K | 751,934 | 0.0% |
| Integrated Device Technology Inc. | COM | 458118106 | $55.3K | 2,763,038 | 0.0% |
| Advance Auto Parts Inc.(AAP) | COM | 00751Y106 | $56.5K | 377,458 | 0.0% |
| Pall Corporation | COM | 696429307 | $56.7K | 564,892 | 0.0% |
| Pinnacle Financial Partners Inc. | COM | 72346Q104 | $57.1K | 1,284,865 | 0.0% |
| Brown-Forman Corporation Class B(BF/B) | COM | 115637209 | $57.5K | 636,220 | 0.0% |
| Argo Group International Holdings Ltd. | COM | G0464B107 | $57.6K | 1,148,578 | 0.0% |
| Jabil Circuit Inc.(JBL) | COM | 466313103 | $57.7K | 2,469,137 | 0.0% |
| A. O. Smith Corporation(AOS) | COM | 831865209 | $58.9K | 896,587 | 0.0% |
| Rovi Corporation | COM | 779376102 | $59.0K | 3,242,120 | 0.0% |
| Fair Isaac Corporation(FICO) | COM | 303250104 | $60.2K | 678,463 | 0.0% |
| J.B. Hunt Transport Services Inc.(JBHT) | COM | 445658107 | $61.2K | 716,107 | 0.0% |
| Continental Resources Inc.(CLRUSD) | COM | 212015101 | $61.6K | 1,411,671 | 0.0% |
| Roper Industries Inc.(ROP) | COM | 776696106 | $62.0K | 360,637 | 0.0% |
| Medivation Inc. | COM | 58501N101 | $62.5K | 484,490 | 0.0% |
| GNC Holdings Inc. Class A | COM | 36191G107 | $62.8K | 1,279,518 | 0.0% |
| Universal Health Services Inc. Class B(UHS) | COM | 913903100 | $63.3K | 537,406 | 0.0% |
| L Brands Inc. | COM | 501797104 | $63.4K | 673,791 | 0.0% |
| Wabco Holdings Inc.(WBC1EUR) | COM | 92927K102 | $63.9K | 519,649 | 0.0% |
| Red Hat Inc. | COM | 756577102 | $64.1K | 845,606 | 0.0% |
| Lam Research Corporation(LRCXEUR) | COM | 512807108 | $64.2K | 914,439 | 0.0% |
| Medicines Company | COM | 584688105 | $64.9K | 2,314,908 | 0.0% |
| Copart Inc.(CPRT) | COM | 217204106 | $65.3K | 1,739,349 | 0.0% |
| Chico's FAS Inc.(CHS1USD) | COM | 168615102 | $66.5K | 3,756,448 | 0.0% |
| Perrigo Co. Plc(PRGO) | COM | G97822103 | $67.4K | 407,088 | 0.0% |
| Vantiv Inc. Class A | COM | 92210H105 | $68.2K | 1,808,078 | 0.0% |
| 2U Inc. | COM | 90214J101 | $68.2K | 2,664,848 | 0.0% |
| HCC Insurance Holdings Inc. | COM | 404132102 | $68.5K | 1,209,040 | 0.0% |
| CaesarStone Sdot-Yam Ltd.(CSTE) | COM | M20598104 | $68.9K | 1,134,203 | 0.0% |
| Beacon Roofing Supply Inc.(BECNUSD) | COM | 073685109 | $70.1K | 2,239,170 | 0.0% |
| O'Reilly Automotive Inc.(ORLY) | COM | 67103H107 | $70.2K | 324,814 | 0.0% |