Q4 2013 Holdings
Filed 2014-02-20 | 101 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc.(CMI) | COM | 231021106 | $1.7M | 12,219 | 32.9% |
| Conmed Corp.(CNMD) | COM | 207410101 | $1.6M | 38,196 | 31.0% |
| Akamai Technologies, Inc.(AKAM) | COM | 00971T101 | $796.0K | 16,878 | 15.2% |
| CarMax(KMX) | COM | 143130102 | $566.0K | 12,040 | 10.8% |
| Cracker Barrel(CBRL) | COM | 22410J106 | $387.0K | 3,515 | 7.4% |
| Trimble Navigation Limited(TRMB) | COM | 896239100 | $2.7K | 77,076 | 0.1% |
| RPM International Inc(RPM) | COM | 749685103 | $2.5K | 60,667 | 0.0% |
| Scripps Networks Interactive, | COM | 811065101 | $2.5K | 28,796 | 0.0% |
| Jazz Pharmaceuticals(JAZZ) | COM | G50871105 | $2.4K | 19,018 | 0.0% |
| CSX Corp.(CSX) | COM | 126408103 | $2.4K | 82,898 | 0.0% |
| Trinity Industries(TRN) | COM | 896522109 | $2.4K | 43,680 | 0.0% |
| Jarden Corp. | COM | 471109108 | $2.3K | 37,484 | 0.0% |
| BorgWarner Inc.(BWA) | COM | 099724106 | $2.2K | 40,159 | 0.0% |
| Cheesecake Factory(CAKE) | COM | 163072101 | $2.2K | 46,390 | 0.0% |
| Priceline.com Inc | COM | 741503403 | $2.2K | 1,916 | 0.0% |
| Valmont Industries, Inc.(VMI) | COM | 920253101 | $2.2K | 14,888 | 0.0% |
| Intercontinental Exchange Inc(ICE) | COM | 45866F104 | $2.2K | 9,796 | 0.0% |
| Chipotle Mexican Grill, Inc.(CMG) | COM | 169656105 | $2.2K | 4,097 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $2.2K | 28,112 | 0.0% |
| Snap-on Inc.(SNA) | COM | 833034101 | $2.2K | 19,917 | 0.0% |
| Estee Lauder Corp.(EL) | COM | 518439104 | $2.1K | 28,261 | 0.0% |
| Mastec Inc.(MTZ) | COM | 576323109 | $2.1K | 64,942 | 0.0% |
| Meridian Bioscience, Inc(MR4) | COM | 589584101 | $2.1K | 79,846 | 0.0% |
| Allied World Assurance Company | COM | H01531104 | $2.1K | 18,768 | 0.0% |
| Novo Nordisk A/S(NVO) | COM | 670100205 | $2.1K | 11,416 | 0.0% |
| Ebay, Inc.(EBAY) | COM | 278642103 | $2.1K | 38,138 | 0.0% |
| Paccar Inc(PCAR) | COM | 693718108 | $2.0K | 33,913 | 0.0% |
| LPL Financial Holdings Inc(LPLA) | COM | 50212V100 | $2.0K | 41,794 | 0.0% |
| Coach Inc | COM | 189754104 | $2.0K | 34,904 | 0.0% |
| Gentex Corp(GNTX) | COM | 371901109 | $2.0K | 59,334 | 0.0% |
| C H Robinson Worldwide(CHRW) | COM | 12541W209 | $1.9K | 33,163 | 0.0% |
| Western Union Company(WU) | COM | 959802109 | $1.9K | 111,993 | 0.0% |
| Core Laboratories(CLB) | COM | N22717107 | $1.9K | 10,081 | 0.0% |
| Cooper Co. | COM | 216648402 | $1.9K | 15,491 | 0.0% |
| Vistaprint N V | COM | N93540107 | $1.9K | 33,553 | 0.0% |
| Tupperware(TUP) | COM | 899896104 | $1.9K | 20,163 | 0.0% |
| Evertec, Inc.(EVTC) | COM | 30040P103 | $1.9K | 76,817 | 0.0% |
| IPC The Hospitalist Company, I | COM | 44984A105 | $1.9K | 31,836 | 0.0% |
| Msci Inc Class A(MSCI) | COM | 55354G100 | $1.9K | 42,846 | 0.0% |
| Whiting Petroleum Corp | COM | 966387102 | $1.9K | 30,042 | 0.0% |
| IHS Inc. | COM | 451734107 | $1.8K | 15,273 | 0.0% |
| Check Point Software Technolog(CHKP) | COM | M22465104 | $1.8K | 28,335 | 0.0% |
| Prosperity Bancshares(PB) | COM | 743606105 | $1.8K | 28,619 | 0.0% |
| Celanese Corp(CE) | COM | 150870103 | $1.8K | 32,786 | 0.0% |
| Petsmart Inc | COM | 716768106 | $1.8K | 24,854 | 0.0% |
| Riverbed Technology Inc | COM | 768573107 | $1.8K | 98,547 | 0.0% |
| Inland Real Estate Corp | COM | 457461200 | $1.8K | 167,940 | 0.0% |
| Baker Hughes Inc | COM | 057224107 | $1.8K | 31,757 | 0.0% |
| Regeneron Pharmaceuticals, Inc(REGN) | COM | 75886F107 | $1.7K | 6,280 | 0.0% |
| Sensient Technologies(SXT) | COM | 81725T100 | $1.7K | 35,622 | 0.0% |