Q1 2015 Holdings
Filed 2015-05-15 | 1030 holdings | $4.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $119.1K | 2,490,550 | 0.0% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $119.4K | 1,037,684 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $120.2K | 1,525,440 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $126.7K | 8,620,900 | 0.0% |
| Halliburton Co(HAL) | COM | 406216101 | $128.4K | 2,926,393 | 0.0% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $130.2K | 1,938,829 | 0.0% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $130.4K | 1,622,989 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $131.0K | 937,996 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $131.6K | 2,158,738 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $132.3K | 611,610 | 0.0% |
| Flowserve Corp(FLS) | COM | 34354P105 | $135.2K | 2,392,761 | 0.0% |
| Medivation Inc | COM | 58501N101 | $136.0K | 1,053,349 | 0.0% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $136.5K | 1,463,750 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $138.9K | 1,318,054 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $139.3K | 992,205 | 0.0% |
| Teradata Corp del(TDC) | COM | 88076W103 | $141.3K | 3,200,345 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $141.3K | 2,332,650 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $142.5K | 2,998,806 | 0.0% |
| Under Armour Inc(UAA) | CL A | 904311107 | $142.5K | 1,764,974 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $142.6K | 720,741 | 0.0% |
| Grubhub Inc | COM | 400110102 | $145.4K | 3,204,262 | 0.0% |
| Linkedin Corp | COM CL A | 53578A108 | $146.2K | 585,134 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $147.1K | 1,455,880 | 0.0% |
| Rambus Inc del(RMBS) | COM | 750917106 | $147.2K | 11,708,506 | 0.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $150.8K | 1,146,974 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $153.7K | 1,018,520 | 0.0% |
| Pandora Media Inc | COM | 698354107 | $155.6K | 9,601,700 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $156.9K | 1,563,589 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $156.9K | 3,299,559 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $157.3K | 5,904,776 | 0.0% |
| Abengoa SA | SP ADR REP B | 00289R201 | $157.7K | 8,704,171 | 0.0% |
| Cree Inc | COM | 225447101 | $158.9K | 4,477,968 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $161.0K | 2,925,080 | 0.0% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $161.1K | 2,256,845 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COM | 232806109 | $161.6K | 11,450,681 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $161.6K | 1,706,016 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $164.3K | 1,969,514 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $166.1K | 1,765,679 | 0.0% |
| Continental Resources Inc(CLRUSD) | COM | 212015101 | $166.9K | 3,821,837 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $169.7K | 4,094,824 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $170.9K | 3,692,160 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $172.8K | 3,786,236 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $176.2K | 4,882,590 | 0.0% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $178.1K | 922,129 | 0.0% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $180.1K | 3,794,218 | 0.0% |
| Carter Inc(CRI) | COM | 146229109 | $180.3K | 1,949,553 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $182.7K | 1,992,758 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $187.8K | 4,016,167 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $189.9K | 3,326,662 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $209.1K | 4,340,336 | 0.0% |