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 |
|---|---|---|---|---|---|
| Fortinet Inc.(FTNT) | COM | 34959E109 | $186.3K | 5,329,377 | 0.0% |
| Electronic Arts Inc.(EA) | COM | 285512109 | $226.6K | 3,853,083 | 0.1% |
| Raymond James Financial Inc.(RJF) | COM | 754730109 | $238.2K | 4,194,836 | 0.1% |
| Boot Barn Holdings Inc.(BOOT) | COM | 099406100 | $693.0K | 28,970 | 0.2% |
| Biogen Inc.(BIIB) | COM | 09062X103 | $1.4M | 3,344 | 0.4% |
| Crocs Inc.(CROX) | COM | 227046109 | $23.4M | 1,978,658 | 6.0% |
| Allscripts Healthcare Solutions Inc.(MDRX) | COM | 01988P108 | $23.6M | 1,971,244 | 6.0% |
| Artisan Partners Asset Management Inc.(APAM) | COM | 04316A108 | $25.7M | 564,327 | 6.6% |
| Volaris Aviation Holding Company ADR C(VLRS) | COM | 21240E105 | $29.7M | 2,665,240 | 7.6% |
| Bright Horizons Family Solutions Inc.(BFAM) | COM | 109194100 | $49.3M | 961,017 | 12.6% |
| BioMarin Pharmaceutical Inc.(BMRN) | COM | 09061G101 | $55.1M | 441,816 | 14.1% |
| Cadence Design Systems Inc.(CDNS) | COM | 127387108 | $57.5M | 3,119,023 | 14.7% |
| Akamai Technologies Inc.(AKAM) | COM | 00971T101 | $110.9M | 1,561,334 | 28.4% |