Q2 2013 Holdings
Filed 2013-07-31 | 669 holdings | $354.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centurylink Incorporated(CTLEUR) | COM | 156700106 | $45.1K | 1,274,892 | 0.0% |
| HMS Holdings Corp(HMSY) | COM | 40425J101 | $45.2K | 1,941,921 | 0.0% |
| Occidental Petroleum Corp(OXY) | COM | 674599105 | $45.6K | 510,902 | 0.0% |
| Thermon Group Holdings Inc(THR) | COM | 88362T103 | $45.7K | 2,238,839 | 0.0% |
| UMB Finl Corporation(UMBF) | COM | 902788108 | $45.8K | 822,434 | 0.0% |
| Ansys Incorporated(AKX) | COM | 03662Q105 | $45.9K | 627,634 | 0.0% |
| Sysco Corporation(SYY) | COM | 871829107 | $45.9K | 1,344,108 | 0.0% |
| Opentable Incorporated | COM | 68372A104 | $46.4K | 725,438 | 0.0% |
| Sotheby's | COM | 835898107 | $46.9K | 1,236,579 | 0.0% |
| Francescas Holdings Corp(FRANUSD) | COM | 351793104 | $47.1K | 1,693,103 | 0.0% |
| Aspen Technology Incorporated(AZPNUSD) | COM | 045327103 | $47.9K | 1,663,605 | 0.0% |
| Louisiana-Pacific Corp(LPX) | COM | 546347105 | $48.4K | 3,271,986 | 0.0% |
| AT&T Incorporated(T) | COM | 00206R102 | $48.6K | 1,372,224 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $49.2K | 528,875 | 0.0% |
| Ameriprise Finl Incorporated(AMP) | COM | 03076C106 | $49.4K | 610,349 | 0.0% |
| Pepsico Incorporated(PEP) | COM | 713448108 | $50.0K | 611,926 | 0.0% |
| Cyberonics Incorporated | COM | 23251P102 | $51.1K | 982,707 | 0.0% |
| Ezchip Semiconductor LTD | COM | M4146Y108 | $51.2K | 1,897,464 | 0.0% |
| Thoratec Corporation COM New | COM | 885175307 | $51.7K | 1,651,656 | 0.0% |
| Mattel Incorporated(MAT) | COM | 577081102 | $51.9K | 1,144,625 | 0.0% |
| Emerson Electric Co(EMR) | COM | 291011104 | $52.0K | 953,102 | 0.0% |
| Invensense Inc | COM | 46123D205 | $52.9K | 3,442,225 | 0.0% |
| Glaxosmithkline PLC | ADR | 37733W105 | $53.4K | 1,069,483 | 0.0% |
| Arthrocare Corp | COM | 043136100 | $53.6K | 1,552,167 | 0.0% |
| Nice Systems LTD(NSY) | ADR | 653656108 | $54.4K | 1,473,755 | 0.0% |
| Regal Entertainment Group | COM | 758766109 | $54.5K | 3,046,319 | 0.0% |
| Pfizer Incorporated(PFE) | COM | 717081103 | $54.5K | 1,947,500 | 0.0% |
| Seaworld Entertainment Inc(PRKS) | COM | 81282V100 | $55.0K | 1,568,190 | 0.0% |
| ST Jude Medical Inc | COM | 790849103 | $55.6K | 1,218,012 | 0.0% |
| Home Loan Servicing Solution | COM | G6648D109 | $55.6K | 2,318,759 | 0.0% |
| Landstar Systems Incorporated(LSTR) | COM | 515098101 | $56.3K | 1,093,429 | 0.0% |
| Jetblue Airways Corporation(JBLU) | COM | 477143101 | $57.2K | 9,088,046 | 0.0% |
| Regal-Beloit Corp(RRX) | COM | 758750103 | $58.3K | 898,671 | 0.0% |
| Merck & Company Incorporated New(MRK) | COM | 58933Y105 | $58.4K | 1,257,157 | 0.0% |
| Proassurance Corporation(PRA) | COM | 74267C106 | $59.3K | 1,136,429 | 0.0% |
| Pinnacle Entertainment Inc | COM | 723456109 | $59.5K | 3,022,546 | 0.0% |
| Cooper COS Inc | COM | 216648402 | $59.8K | 502,202 | 0.0% |
| Viropharma Incorporated | COM | 928241108 | $60.4K | 2,107,635 | 0.0% |
| DU Pont E I de Nemours & Company | COM | 263534109 | $60.4K | 1,150,915 | 0.0% |
| Seattle Genetics Incorporated | COM | 812578102 | $60.6K | 1,926,661 | 0.0% |
| PTC Incorporated(PTC) | COM | 69370C100 | $60.8K | 2,479,504 | 0.0% |
| Wabco Holdings Inc(WBC1EUR) | COM | 92927K102 | $62.3K | 833,675 | 0.0% |
| Fusion-Io Incorporated | COM | 36112J107 | $62.4K | 4,384,137 | 0.0% |
| Cognex Corporation(CGNX) | COM | 192422103 | $63.3K | 1,398,949 | 0.0% |
| Chevron Corporation New(CVX) | COM | 166764100 | $65.3K | 551,398 | 0.0% |
| Cash America Intl Inc | COM | 14754D100 | $65.3K | 1,435,830 | 0.0% |
| Web.com Group Inc | COM | 94733A104 | $65.9K | 2,574,417 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $67.2K | 2,037,443 | 0.0% |
| Two Hbrs Invt Corporation REIT | REIT | 90187B101 | $67.5K | 6,587,420 | 0.0% |
| Monster Worldwide Incorporated | COM | 611742107 | $69.3K | 14,121,525 | 0.0% |