Q1 2015 Holdings
Filed 2015-05-13 | 4546 holdings | $85.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $1.8M | 29,283 | 2.2% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $2.0M | 32,454 | 2.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $2.1M | 35,868 | 2.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $2.1M | 74,681 | 2.5% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $2.1M | 29,973 | 2.5% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $2.2M | 58,034 | 2.6% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $2.3M | 38,329 | 2.7% |
| Carmax Inc(KMX) | COM | 143130102 | $2.4M | 34,183 | 2.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $2.4M | 20,619 | 2.8% |
| Cummins Inc(CMI) | COM | 231021106 | $2.6M | 18,426 | 3.0% |
| Autozone Inc(AZO) | COM | 053332102 | $2.6M | 3,756 | 3.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.7M | 150,564 | 3.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $2.7M | 32,433 | 3.1% |
| Corning Inc(GLW) | COM | 219350105 | $2.8M | 121,716 | 3.2% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $2.9M | 39,833 | 3.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.5M | 41,700 | 4.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $4.3M | 28,383 | 5.1% |
| Conocophillips(COP) | COM | 20825C104 | $4.7M | 75,571 | 5.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $5.4M | 91,739 | 6.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $5.6M | 13,377 | 6.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $7.2M | 262,816 | 8.5% |