Q3 2013 Holdings
Filed 2013-11-06 | 313 holdings | $967.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $22.1K | 692,827 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $22.2K | 1,883,616 | 0.0% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $22.4K | 1,120,687 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $22.4K | 561,389 | 0.0% |
| Mobile Mini Inc | COM | 60740F105 | $22.7K | 666,122 | 0.0% |
| Krispy Kreme Doughnuts Inc | COM | 501014104 | $22.7K | 1,174,961 | 0.0% |
| Belden Inc(BDC) | COM | 077454106 | $23.0K | 359,653 | 0.0% |
| Meritage Homes Corp(MTH) | COM | 59001A102 | $23.6K | 549,724 | 0.0% |
| KB Home(KBH) | COM | 48666K109 | $24.6K | 1,364,028 | 0.0% |
| DSW Inc | CL A | 23334L102 | $24.6K | 288,836 | 0.0% |
| Isis Pharmaceuticals Inc | COM | 464330109 | $25.1K | 668,418 | 0.0% |
| Warner Chilcott PLC Ireland | SHS A | G94368100 | $25.5K | 1,113,448 | 0.0% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $25.6K | 494,413 | 0.0% |
| Trulia Inc | COM | 897888103 | $25.7K | 547,395 | 0.0% |
| Tesaro Inc | COM | 881569107 | $26.0K | 671,498 | 0.0% |
| Oasis Pete Inc New | COM | 674215108 | $26.4K | 537,109 | 0.0% |
| Chuys Hldgs Inc(CHUYUSD) | COM | 171604101 | $26.7K | 744,717 | 0.0% |
| Diamond Foods Inc | COM | 252603105 | $26.7K | 1,135,391 | 0.0% |
| Interface Inc(TILE) | COM | 458665304 | $26.9K | 1,354,586 | 0.0% |
| Viasat Inc(VSAT) | COM | 92552V100 | $27.0K | 424,375 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $27.1K | 175,818 | 0.0% |
| Shutterstock Inc(SSTK) | COM | 825690100 | $27.4K | 377,078 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $27.5K | 875,012 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $27.6K | 322,201 | 0.0% |
| Covidien PLC | SHS | G2554F113 | $27.7K | 455,072 | 0.0% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $27.9K | 1,973,483 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $29.2K | 801,020 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $29.2K | 295,352 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $29.2K | 472,975 | 0.0% |
| Servicesource Intl LLC | COM | 81763U100 | $29.3K | 2,427,937 | 0.0% |
| Express Inc | COM | 30219E103 | $29.8K | 1,262,370 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $29.8K | 393,492 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $30.0K | 787,166 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $31.0K | 408,779 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $31.5K | 271,221 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $31.5K | 102,008 | 0.0% |
| Bally Technologies Inc | COM | 05874B107 | $31.6K | 438,837 | 0.0% |
| Monster Beverage Corp | COM | 611740101 | $31.7K | 606,346 | 0.0% |
| Sensata Technologies Hldg BV(ST) | SHS | N7902X106 | $32.0K | 836,326 | 0.0% |
| Sonus Networks Inc | COM | 835916107 | $32.5K | 9,639,401 | 0.0% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $32.7K | 932,859 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $32.9K | 1,286,324 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $33.0K | 157,738 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $34.4K | 737,240 | 0.0% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $34.4K | 2,668,479 | 0.0% |
| Comscore Inc(SCOR1EUR) | COM | 20564W105 | $35.0K | 1,209,360 | 0.0% |
| Huron Consulting Group Inc(HURN) | COM | 447462102 | $35.5K | 674,868 | 0.0% |
| Lennox Intl Inc(LII) | COM | 526107107 | $37.8K | 502,843 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $38.2K | 292,996 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $38.4K | 181,448 | 0.0% |