Q3 2013 Holdings
Filed 2013-11-14 | 152 holdings | $13.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chicago Bridge & Iron Co N V | COM | 167250109 | $775 | 11,435 | 0.0% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $783 | 11,135 | 0.0% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $787 | 11,140 | 0.0% |
| Donaldson Inc(DCI) | COM | 257651109 | $791 | 20,740 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $805 | 23,809 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $805 | 15,080 | 0.0% |
| Harman Intl Inds Inc | COM | 413086109 | $854 | 12,900 | 0.0% |
| Cytec Inds Inc | COM | 232820100 | $862 | 10,595 | 0.0% |
| Valspar Corp | COM | 920355104 | $879 | 13,855 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $882 | 18,830 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $908 | 11,035 | 0.0% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $979 | 16,815 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $1.0K | 12,400 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $1.0K | 14,045 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $1.0K | 13,770 | 0.0% |
| Pentair LTD(PNR) | SHS | H6169Q108 | $1.1K | 16,321 | 0.0% |
| Petsmart Inc | COM | 716768106 | $1.1K | 14,165 | 0.0% |
| Sealed AIR Corp New(SEE) | COM | 81211K100 | $1.1K | 41,150 | 0.0% |
| Penske Automotive GRP Inc(PAG) | COM | 70959W103 | $1.1K | 26,370 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $1.2K | 7,865 | 0.0% |
| Gallagher Arthur J & Co(AJG) | COM | 363576109 | $1.2K | 27,820 | 0.0% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $1.2K | 52,931 | 0.0% |
| TAL Intl Group Inc | COM | 874083108 | $1.3K | 27,400 | 0.0% |
| Smith A O(AOS) | COM | 831865209 | $1.3K | 28,720 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $1.3K | 42,081 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $1.4K | 17,713 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $1.4K | 10,994 | 0.0% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $1.4K | 15,741 | 0.0% |
| Broadcom Corp | CL A | 111320107 | $1.5K | 57,413 | 0.0% |
| Snap on Inc(SNA) | COM | 833034101 | $1.6K | 16,217 | 0.0% |
| Cameron International Corp | COM | 13342B105 | $1.7K | 28,291 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $1.7K | 29,746 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $1.7K | 13,277 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $1.8K | 105,706 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.9K | 107,087 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $2.0K | 38,389 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $2.1K | 40,397 | 0.0% |
| E M C Corp Mass | COM | 268648102 | $2.4K | 91,857 | 0.0% |
| GNC Hldgs Inc | COM CL A | 36191G107 | $2.4K | 44,713 | 0.0% |
| IAC Interactivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $2.5K | 45,913 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $2.6K | 46,354 | 0.0% |
| Trimble Navigation LTD(TRMB) | COM | 896239100 | $2.6K | 87,531 | 0.0% |
| Actavis Inc | COM | 00507K103 | $2.7K | 19,039 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $2.9K | 27,098 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $2.9K | 62,820 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $3.0K | 19,602 | 0.0% |
| Nyse Euronext | COM | 629491101 | $3.2K | 76,025 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $3.4K | 54,452 | 0.0% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $3.6K | 80,660 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.7K | 42,653 | 0.0% |