Q1 2015 Holdings
Filed 2015-04-22 | 608 holdings | $647.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Isis Pharmaceuticals Inc | COM | 464330109 | $68.8K | 1,080,228 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $69.6K | 727,793 | 0.0% |
| Finisar Corporation(FNSR) | COM | 31787A507 | $70.3K | 3,295,650 | 0.0% |
| EOG Resources Inc(EOG) | COM | 26875P101 | $70.3K | 767,161 | 0.0% |
| Mgic Investment Corp(MTG) | COM | 552848103 | $71.9K | 7,471,402 | 0.0% |
| Parexel International Corp | COM | 699462107 | $72.5K | 1,050,182 | 0.0% |
| Rice Energy Inc | COM | 762760106 | $72.9K | 3,351,664 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $74.6K | 1,259,079 | 0.0% |
| Trex Company Inc(TREX) | COM | 89531P105 | $75.5K | 1,385,151 | 0.0% |
| Directv | COM | 25490A309 | $76.3K | 896,869 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $76.3K | 704,728 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $76.7K | 1,457,701 | 0.0% |
| Omnicom Group(OMC) | COM | 681919106 | $77.2K | 990,476 | 0.0% |
| Tumi Holdings Inc | COM | 89969Q104 | $78.1K | 3,193,977 | 0.0% |
| Merck & Co. Inc.(MRK) | COM | 58933Y105 | $78.2K | 1,360,058 | 0.0% |
| Zimmer Holdings Inc(ZBH) | COM | 98956P102 | $78.4K | 666,845 | 0.0% |
| Wabco Holdings Inc(WBC1EUR) | COM | 92927K102 | $79.1K | 643,590 | 0.0% |
| Landstar System Inc(LSTR) | COM | 515098101 | $79.7K | 1,201,367 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $79.7K | 473,970 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $80.4K | 1,734,937 | 0.0% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $81.5K | 695,676 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $81.9K | 2,461,980 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $82.1K | 2,722,730 | 0.0% |
| Receptos Inc | COM | 756207106 | $82.5K | 500,420 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $83.3K | 1,618,586 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $84.7K | 1,358,994 | 0.0% |
| Spectranetics Corp | COM | 84760C107 | $85.5K | 2,458,974 | 0.0% |
| Steven Madden LTD(SHOO) | COM | 556269108 | $87.6K | 2,305,530 | 0.0% |
| Mednax Inc(MD) | COM | 58502B106 | $88.0K | 1,214,213 | 0.0% |
| Colfax Corp | COM | 194014106 | $89.2K | 1,868,747 | 0.0% |
| Delphi Automotive PLC | COM | G27823106 | $89.5K | 1,122,777 | 0.0% |
| Buffalo Wild Wings Inc | COM | 119848109 | $90.5K | 499,122 | 0.0% |
| Regal Entertainment Group | COM | 758766109 | $91.0K | 3,984,629 | 0.0% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $91.2K | 1,575,950 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $91.4K | 1,966,782 | 0.0% |
| Ingersoll-Rand PLC(IR) | COM | G47791101 | $93.6K | 1,374,392 | 0.0% |
| DU Pont (E.I.) de Nemours | COM | 263534109 | $94.6K | 1,323,381 | 0.0% |
| Bank of Montreal(BMO) | COM | 063671101 | $94.7K | 1,580,484 | 0.0% |
| Thoratec Corp | COM | 885175307 | $95.3K | 2,274,759 | 0.0% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $95.6K | 1,757,070 | 0.0% |
| Veeco Instruments Inc(VECO) | COM | 922417100 | $95.6K | 3,128,993 | 0.0% |
| United Natural Foods Inc(UNFI) | COM | 911163103 | $98.3K | 1,276,102 | 0.0% |
| Capital One Financial Corp(COF) | COM | 14040H105 | $99.2K | 1,258,317 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $99.5K | 2,750,092 | 0.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $99.6K | 1,533,195 | 0.0% |
| Huntsman Corp(HUN) | COM | 447011107 | $102.3K | 4,614,706 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $102.5K | 2,067,179 | 0.0% |
| Actavis PLC | COM | G0083B108 | $104.3K | 350,457 | 0.0% |
| Gulfport Energy Corp | COM | 402635304 | $104.5K | 2,276,049 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $105.8K | 992,768 | 0.0% |