Q2 2013 Holdings
Filed 2013-08-05 | 226 holdings | $195.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $44.2M | 2,679,200 | 22.6% |
| Cadence Design(CDNS) | COM | 127387108 | $36.4M | 2,512,700 | 18.6% |
| Biomarin Pharmaceuticals(BMRN) | COM | 09061G101 | $33.5M | 600,400 | 17.1% |
| Biorad Labs(BIO) | COM | 090572207 | $32.3M | 287,484 | 16.5% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $18.7M | 1,412,900 | 9.6% |
| Align Technology(ALGN) | COM | 016255101 | $17.8M | 481,850 | 9.1% |
| Ceva(CEVA) | COM | 157210105 | $5.2M | 270,601 | 2.7% |
| DXP Enterprises(DXPE) | COM | 233377407 | $3.8M | 57,800 | 2.0% |
| Alkermes(ALKS) | COM | G01767105 | $76.2K | 2,655,410 | 0.0% |
| Ultimate Software Group | COM | 90385D107 | $58.3K | 496,650 | 0.0% |
| West Pharma Svcs(WST) | COM | 955306105 | $57.1K | 812,050 | 0.0% |
| Pandora | COM | 698354107 | $53.5K | 2,905,960 | 0.0% |
| Buffalo Wild Wings | COM | 119848109 | $53.3K | 542,650 | 0.0% |
| Infoblox | COM | 45672H104 | $49.4K | 1,687,800 | 0.0% |
| Euronet(EEFT) | COM | 298736109 | $49.2K | 1,543,035 | 0.0% |
| Onyx Pharmaceuticals | COM | 683399109 | $46.3K | 532,800 | 0.0% |
| Sourcefire | COM | 83616T108 | $43.8K | 787,600 | 0.0% |
| Tivo Inc | COM | 888706108 | $41.5K | 3,755,920 | 0.0% |
| Mobile Mini | COM | 60740F105 | $39.9K | 1,204,200 | 0.0% |
| Optimer Pharmaceuticals | COM | 68401H104 | $38.1K | 2,636,421 | 0.0% |
| Dicks Sporting Goods(DKS) | COM | 253393102 | $37.9K | 756,614 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $37.1K | 2,296,500 | 0.0% |
| Schweitzer Mauduit Int'l(MATV) | COM | 808541106 | $36.7K | 735,500 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $36.4K | 1,482,570 | 0.0% |
| Henry Schein(HSIC) | COM | 806407102 | $35.8K | 373,850 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $35.8K | 688,898 | 0.0% |
| Santarus | COM | 802817304 | $35.4K | 1,681,946 | 0.0% |
| Vertex Pharm(VRTX) | COM | 92532F100 | $34.3K | 428,800 | 0.0% |
| Outerwall Inc | COM | 690070107 | $34.3K | 584,800 | 0.0% |
| Nektar(NKTREUR) | COM | 640268108 | $33.3K | 2,886,200 | 0.0% |
| Chicos FAS(CHS1USD) | COM | 168615102 | $32.7K | 1,917,100 | 0.0% |
| Finisar(FNSR) | COM | 31787A507 | $32.4K | 1,908,900 | 0.0% |
| Triumph Group Inc(TG7) | COM | 896818101 | $32.1K | 405,700 | 0.0% |
| Linkedin Corp | COM | 53578A108 | $32.0K | 179,582 | 0.0% |
| Cabela's | COM | 126804301 | $31.4K | 485,100 | 0.0% |
| Qlik Technologies | COM | 74733T105 | $31.4K | 1,110,500 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $31.2K | 566,521 | 0.0% |
| Regeneron(REGN) | COM | 75886F107 | $31.0K | 137,900 | 0.0% |
| Abercrombie & Fitch(ANF) | COM | 002896207 | $30.2K | 666,400 | 0.0% |
| RED HAT Inc | COM | 756577102 | $30.1K | 629,600 | 0.0% |
| Covance | COM | 222816100 | $28.2K | 369,780 | 0.0% |
| FEI Company | COM | 30241L109 | $27.9K | 381,550 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $27.5K | 662,920 | 0.0% |
| Riverbed Technology | COM | 768573107 | $27.4K | 1,762,800 | 0.0% |
| Angie's List | COM | 034754101 | $27.3K | 1,026,650 | 0.0% |
| Genesee & Wyoming | COM | 371559105 | $27.2K | 320,560 | 0.0% |
| Kennametal(KMT) | COM | 489170100 | $27.1K | 699,100 | 0.0% |
| Irobot(IRBTQ) | COM | 462726100 | $26.4K | 662,880 | 0.0% |
| Liquidity Services(LQDT) | COM | 53635B107 | $26.1K | 752,495 | 0.0% |
| Cinemark Holdings(CNK) | COM | 17243V102 | $26.0K | 932,800 | 0.0% |