Q1 2015 Holdings
Filed 2015-05-08 | 510 holdings | $366.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $13.8M | 503,100 | 3.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $14.8M | 275,300 | 4.0% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $15.4M | 252,700 | 4.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $15.5M | 410,665 | 4.2% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $24.7M | 637,800 | 6.7% |
| Autozone Inc(AZO) | COM | 053332102 | $29.5M | 43,300 | 8.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $30.3M | 364,600 | 8.3% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $30.7M | 246,000 | 8.4% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $38.0M | 2,293,557 | 10.4% |
| Biogen Inc(BIIB) | COM | 09062X103 | $74.4M | 176,300 | 20.3% |