Q1 2015 Holdings
Filed 2015-04-20 | 132 holdings | $27.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores, Inc.(BURL) | COM | 122017106 | $10.8M | 181,850 | 39.4% |
| BioMarin Pharmaceutical Inc.(BMRN) | COM | 09061G101 | $5.9M | 47,180 | 21.5% |
| Constellation Brands Inc A(STZ) | COM | 21036P108 | $4.9M | 42,350 | 18.0% |
| D.R. Horton, Inc.(DHI) | COM | 23331A109 | $2.8M | 98,435 | 10.2% |
| AMC Networks Inc(AMCX) | COM | 00164V103 | $2.7M | 34,630 | 9.7% |
| ServiceNow, Inc.(NOW) | COM | 81762P102 | $14.0K | 178,251 | 0.1% |
| Cavium Inc. | COM | 14964U108 | $11.2K | 158,465 | 0.0% |
| Dollar Tree Inc.(DLTR) | COM | 256746108 | $11.0K | 135,865 | 0.0% |
| Western Alliance Bancorp(WAL) | COM | 957638109 | $10.9K | 366,900 | 0.0% |
| Ulta Salon, Cosmetics & Fragra(ULTA) | COM | 90384S303 | $10.8K | 71,725 | 0.0% |
| HCA Holdings, Inc.(HCA) | COM | 40412C101 | $10.6K | 141,148 | 0.0% |
| NXP Semiconductors NV(NXPI) | COM | N6596X109 | $10.3K | 102,785 | 0.0% |
| WhiteWave Foods Company | COM | 966244105 | $10.2K | 229,470 | 0.0% |
| Royal Caribbean Cruises Ltd.(RCL) | COM | V7780T103 | $9.9K | 121,395 | 0.0% |
| Illumina, Inc.(ILMN) | COM | 452327109 | $9.8K | 52,785 | 0.0% |
| Buffalo Wild Wings Inc. | COM | 119848109 | $9.8K | 53,825 | 0.0% |
| Medivation Inc. | COM | 58501N101 | $9.2K | 70,900 | 0.0% |
| Facebook Inc.(META) | COM | 30303M102 | $8.5K | 103,665 | 0.0% |
| Delta Air Lines Inc.(DAL) | COM | 247361702 | $8.2K | 182,100 | 0.0% |
| Actavis PLC | COM | G0083B108 | $8.2K | 27,505 | 0.0% |
| Texas Roadhouse, Inc.(TXRH) | COM | 882681109 | $8.1K | 223,500 | 0.0% |
| SunEdison, Inc. | COM | 86732Y109 | $8.1K | 335,846 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $8.1K | 104,830 | 0.0% |
| FleetCor Technologies Inc.(FLT1EUR) | COM | 339041105 | $8.0K | 53,275 | 0.0% |
| Robert Half International Inc.(RHI) | COM | 770323103 | $7.5K | 123,545 | 0.0% |
| Carrizo Oil & Gas, Inc.(CRZOEUR) | COM | 144577103 | $7.3K | 146,964 | 0.0% |
| Lithia Motors, Inc.(LAD) | COM | 536797103 | $7.2K | 72,215 | 0.0% |
| Amphenol Corporation(APH) | COM | 032095101 | $7.1K | 120,935 | 0.0% |
| Qualys, Inc.(QLYS) | COM | 74758T303 | $6.7K | 143,645 | 0.0% |
| Splunk, Inc.(SPLKCHF) | COM | 848637104 | $6.7K | 112,670 | 0.0% |
| Hain Celestial Group, Inc.(HAIN) | COM | 405217100 | $6.1K | 95,145 | 0.0% |
| Regeneron Pharmaceuticals, Inc(REGN) | COM | 75886F107 | $5.1K | 11,260 | 0.0% |
| Palo Alto Networks, Inc.(PANW) | COM | 697435105 | $4.7K | 32,330 | 0.0% |
| American Airlines Group Inc.(AAL) | COM | 02376R102 | $4.6K | 87,565 | 0.0% |
| Lam Research Corporation(LRCXEUR) | COM | 512807108 | $4.6K | 65,405 | 0.0% |
| Polaris Industries Inc.(PII) | COM | 731068102 | $4.4K | 31,340 | 0.0% |
| Ambarella, Inc.(AMBA) | COM | G037AX101 | $4.1K | 53,605 | 0.0% |
| Alexion Pharmaceuticals, Inc.(ALXN) | COM | 015351109 | $4.1K | 23,370 | 0.0% |
| Akorn, Inc.(AKRXEUR) | COM | 009728106 | $3.9K | 82,850 | 0.0% |
| Popeyes Louisiana Kitchen, Inc | COM | 732872106 | $3.8K | 63,560 | 0.0% |
| Brunswick Corporation(BC) | COM | 117043109 | $3.7K | 70,950 | 0.0% |
| Qlik Technologies Inc. | COM | 74733T105 | $3.6K | 115,965 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $3.6K | 56,015 | 0.0% |
| Old Dominion Freight Line, Inc(ODFL) | COM | 679580100 | $3.5K | 45,355 | 0.0% |
| United Continental Holdings In(UAL) | COM | 910047109 | $3.5K | 51,767 | 0.0% |
| DexCom Inc.(DXCM) | COM | 252131107 | $3.4K | 55,250 | 0.0% |
| Jack in the Box, Inc.(JACK) | COM | 466367109 | $3.3K | 34,545 | 0.0% |
| Signature Bank(SBNY) | COM | 82669G104 | $3.2K | 24,925 | 0.0% |
| United Rentals, Inc.(URI) | COM | 911363109 | $3.1K | 34,233 | 0.0% |
| Arista Networks Inc.(ANETEUR) | COM | 040413106 | $3.0K | 42,885 | 0.0% |