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 |
|---|---|---|---|---|---|
| Procter & Gamble Company(PG) | COM | 742718109 | $71.3K | 925,585 | 0.0% |
| Sourcefire Incorporated | COM | 83616T108 | $71.3K | 1,283,416 | 0.0% |
| Concur Technologies Inc | COM | 206708109 | $72.4K | 889,791 | 0.0% |
| Universal Electrs Incorporated(UEIC) | COM | 913483103 | $72.4K | 2,574,828 | 0.0% |
| Home Depot Incorporated(HD) | COM | 437076102 | $72.6K | 937,497 | 0.0% |
| Wells Fargo & Company New(WFC) | COM | 949746101 | $73.1K | 1,771,310 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $74.7K | 4,802,337 | 0.0% |
| Apple Incorporated(AAPL) | COM | 037833100 | $76.9K | 193,837 | 0.0% |
| Huntsman Corporation(HUN) | COM | 447011107 | $79.0K | 4,769,497 | 0.0% |
| Oasis Petroleum Inc | COM | 674215108 | $79.4K | 2,041,794 | 0.0% |
| Capital One Finl Corporation(COF) | COM | 14040H105 | $79.5K | 1,265,302 | 0.0% |
| Veeco Instruments Inc(VECO) | COM | 922417100 | $79.5K | 2,245,156 | 0.0% |
| Fortinet Incorporated(FTNT) | COM | 34959E109 | $80.1K | 4,575,897 | 0.0% |
| Theravance Incorporated | COM | 88338T104 | $81.1K | 2,104,120 | 0.0% |
| Honeywell International Inc(HON) | COM | 438516106 | $83.3K | 1,049,523 | 0.0% |
| IPG Photonics Corporation(IPGP) | COM | 44980X109 | $83.5K | 1,374,187 | 0.0% |
| Centene Corporation del(CNC) | COM | 15135B101 | $85.0K | 1,620,251 | 0.0% |
| Applied Matls Incorporated(AMAT) | COM | 038222105 | $85.1K | 5,702,298 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $86.4K | 4,938,043 | 0.0% |
| Cavium Incorporated | COM | 14964U108 | $88.1K | 2,489,399 | 0.0% |
| RTI International Metals Inc | COM | 74973W107 | $90.4K | 3,262,678 | 0.0% |
| Microsoft Corporation(MSFT) | COM | 594918104 | $90.8K | 2,628,263 | 0.0% |
| Shfl Entertainment Inc | COM | 78423R105 | $93.8K | 5,297,577 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $95.0K | 2,193,428 | 0.0% |
| Quaker Chemical Corporation(KWR) | COM | 747316107 | $97.0K | 1,563,745 | 0.0% |
| Team Health Holdings Inc | COM | 87817A107 | $100.6K | 2,448,352 | 0.0% |
| JPMorgan Chase & Company(JPM) | COM | 46625H100 | $100.6K | 1,904,943 | 0.0% |
| Parexel International Corp | COM | 699462107 | $100.8K | 2,192,085 | 0.0% |
| Coherent Incorporated(COHREUR) | COM | 192479103 | $111.5K | 2,024,921 | 0.0% |
| Qlik Technologies Incorporated | COM | 74733T105 | $114.2K | 4,039,508 | 0.0% |
| Texas Industries Incorporated | COM | 882491103 | $115.9K | 1,779,229 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $116.0K | 1,498,123 | 0.0% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $116.4K | 1,769,176 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $118.5K | 2,454,679 | 0.0% |
| Salix Pharmaceuticals LTD | COM | 795435106 | $118.9K | 1,798,109 | 0.0% |
| Teradyne Incorporated(TER) | COM | 880770102 | $120.1K | 6,833,734 | 0.0% |
| Gulfport Energy Corporation COM New | COM | 402635304 | $120.1K | 2,550,697 | 0.0% |
| Medassets Incorporated | COM | 584045108 | $121.3K | 6,837,082 | 0.0% |
| Triumph Group Incorporated New(TG7) | COM | 896818101 | $124.7K | 1,575,489 | 0.0% |
| Steven Madden LTD(SHOO) | COM | 556269108 | $124.9K | 2,580,848 | 0.0% |
| Hexcel Corporation New(HXL) | COM | 428291108 | $127.8K | 3,753,399 | 0.0% |
| Fresh MKT Incorporated | COM | 35804H106 | $137.6K | 2,767,373 | 0.0% |
| Geospace Technologies Corp(GEOS) | COM | 37364X109 | $141.1K | 2,042,033 | 0.0% |
| GEO Group Incorporated | REIT | 36159R103 | $142.1K | 4,186,456 | 0.0% |
| Colfax Corporation | COM | 194014106 | $151.4K | 2,906,063 | 0.0% |
| Bally Technologies Inc | COM | 05874B107 | $153.6K | 2,722,212 | 0.0% |
| Waste Connections Incorporated | COM | 941053100 | $155.5K | 3,778,858 | 0.0% |
| Vitamin Shoppe Incorporated | COM | 92849E101 | $166.8K | 3,719,906 | 0.0% |
| Sirona Dental Systems Inc | COM | 82966C103 | $169.5K | 2,572,165 | 0.0% |
| Genesco Incorporated(GCO) | COM | 371532102 | $224.6K | 3,353,226 | 0.1% |