Q2 2013 Holdings
Filed 2013-08-15 | 88 holdings | $193.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies COM(AKAM) | COM | 00971T101 | $66.5M | 1,563,119 | 34.5% |
| Autodesk Inc COM(ADSK) | COM | 052769106 | $63.8M | 1,879,667 | 33.0% |
| Align Technology Inc COM(ALGN) | COM | 016255101 | $44.4M | 1,198,009 | 23.0% |
| Ceva Inc COM(CEVA) | COM | 157210105 | $15.5M | 799,396 | 8.0% |
| TJX COS Inc New COM(TJX) | COM | 872540109 | $144.2K | 2,880,580 | 0.1% |
| Cabelas Inc COM | COM | 126804301 | $125.8K | 1,942,558 | 0.1% |
| Intuit COM(INTU) | COM | 461202103 | $124.9K | 2,046,446 | 0.1% |
| Open Text Corp COM(OTEX) | COM | 683715106 | $120.3K | 1,757,609 | 0.1% |
| Seagate Technology PLC SHS(STX) | COM | G7945M107 | $116.8K | 2,605,255 | 0.1% |
| Middleby Corp COM(MIDD) | COM | 596278101 | $111.4K | 654,893 | 0.1% |
| Eaton Corp PLC(ETN) | COM | G29183103 | $107.4K | 1,631,954 | 0.1% |
| Trimble Navigation LTD COM(TRMB) | COM | 896239100 | $104.1K | 4,007,086 | 0.1% |
| Select Comfort Corp | COM | 81616X103 | $97.8K | 3,904,496 | 0.1% |
| Plexus Corp COM(PLXS) | COM | 729132100 | $96.5K | 3,229,049 | 0.1% |
| Edwards Lifesciences Corp COM(EW) | COM | 28176E108 | $86.2K | 1,283,049 | 0.0% |
| L Brands Inc | COM | 501797104 | $82.7K | 1,679,899 | 0.0% |
| Plantronics Inc New COM | COM | 727493108 | $74.1K | 1,686,055 | 0.0% |
| Ralph Lauren Corp CL A(RL) | COM | 751212101 | $70.0K | 402,743 | 0.0% |
| TW Telecom Inc COM | COM | 87311L104 | $69.9K | 2,483,426 | 0.0% |
| Ethan Allen Interiors Inc COM(ETD) | COM | 297602104 | $66.9K | 2,323,905 | 0.0% |
| Factset Resh SYS Inc COM(FDS) | COM | 303075105 | $66.0K | 647,851 | 0.0% |
| Yahoo Inc COM | COM | 984332106 | $63.2K | 2,515,705 | 0.0% |
| Corporate Executive BRD Co COM | COM | 21988R102 | $52.8K | 835,724 | 0.0% |
| Varian MED SYS Inc COM(VAREUR) | COM | 92220P105 | $50.9K | 754,258 | 0.0% |
| Landstar SYS Inc COM(LSTR) | COM | 515098101 | $50.6K | 982,430 | 0.0% |
| Gentex Corp COM(GNTX) | COM | 371901109 | $49.7K | 2,155,925 | 0.0% |
| Noble Corporation | COM | H5833N103 | $46.7K | 1,241,512 | 0.0% |
| Cheesecake Factory Inc COM(CAKE) | COM | 163072101 | $46.6K | 1,111,612 | 0.0% |
| Garmin LTD(GRMN) | COM | H2906T109 | $45.0K | 1,243,343 | 0.0% |
| Intuitive Surgical Inc COM New(ISRG) | COM | 46120E602 | $44.8K | 88,607 | 0.0% |
| Royal Caribbean Cruises LTD Co(RCL) | COM | V7780T103 | $42.4K | 1,270,475 | 0.0% |
| Viasat Inc COM(VSAT) | COM | 92552V100 | $39.7K | 554,973 | 0.0% |
| ARM Hldgs PLC Sponsored ADR | COM | 042068106 | $37.7K | 1,039,390 | 0.0% |
| Microchip Technology Inc COM(MCHP) | COM | 595017104 | $35.6K | 956,990 | 0.0% |
| Dreamworks Animation SKG | COM | 26153C103 | $32.8K | 1,277,817 | 0.0% |
| Graco Inc COM(GGG) | COM | 384109104 | $29.9K | 472,980 | 0.0% |
| Stamps COM Inc COM New(STMP) | COM | 852857200 | $28.6K | 725,920 | 0.0% |
| Jetblue Airways Corp COM(JBLU) | COM | 477143101 | $26.5K | 4,217,660 | 0.0% |
| TCF Finl Corp COM | COM | 872275102 | $25.8K | 1,817,275 | 0.0% |
| IHS Inc | COM | 451734107 | $24.5K | 234,745 | 0.0% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $24.4K | 730,220 | 0.0% |
| Paychex Inc COM(PAYX) | COM | 704326107 | $23.5K | 644,006 | 0.0% |
| Janus Cap Group Inc COM | COM | 47102X105 | $23.5K | 2,756,935 | 0.0% |
| Ultra Petroleum Corp | COM | 903914109 | $21.7K | 1,095,410 | 0.0% |
| Myriad Genetics Inc COM(MYGN) | COM | 62855J104 | $20.8K | 774,520 | 0.0% |
| Viropharma Inc COM | COM | 928241108 | $20.2K | 704,535 | 0.0% |
| Synaptics Inc COM(SYNA) | COM | 87157D109 | $19.8K | 512,597 | 0.0% |
| Gentherm Inc COM(THRM) | COM | 37253A103 | $19.5K | 1,050,910 | 0.0% |
| Stratasys LTD SHS(SSYS) | COM | M85548101 | $19.4K | 232,059 | 0.0% |
| E Trade Financial Corp(ETRA) | COM | 269246401 | $19.4K | 1,531,713 | 0.0% |