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 |
|---|---|---|---|---|---|
| Covance Inc | COM | 222816100 | $38.7K | 447,337 | 0.0% |
| Ocwen Finl Corp | COM NEW | 675746309 | $39.4K | 705,728 | 0.0% |
| SBA Communications Corp | COM | 78388J106 | $40.7K | 505,407 | 0.0% |
| Zillow Inc | CL A | 98954A107 | $41.1K | 487,044 | 0.0% |
| Flowers Foods Inc(FLO) | COM | 343498101 | $41.2K | 1,920,472 | 0.0% |
| Webmd Health Corp | COM | 94770V102 | $41.2K | 1,443,674 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $41.4K | 946,490 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $41.4K | 450,366 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $42.6K | 627,657 | 0.0% |
| Priceline COM Inc | COM NEW | 741503403 | $42.8K | 42,373 | 0.0% |
| Smith A O(AOS) | COM | 831865209 | $43.8K | 969,576 | 0.0% |
| Radian Group Inc(RDN) | COM | 750236101 | $45.0K | 3,231,468 | 0.0% |
| Qlik Technologies Inc | COM | 74733T105 | $45.8K | 1,336,962 | 0.0% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $46.4K | 638,904 | 0.0% |
| Whitewave Foods Co | COM CL A | 966244105 | $48.4K | 2,422,591 | 0.0% |
| Restoration Hardware Hldgs I | COM | 761283100 | $48.5K | 766,363 | 0.0% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $49.0K | 498,957 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $49.3K | 821,837 | 0.0% |
| Towers Watson & Co | CL A | 891894107 | $49.9K | 466,969 | 0.0% |
| Lumber Liquidators Hldgs Inc(LLFLQ) | COM | 55003T107 | $50.1K | 469,408 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $50.1K | 544,673 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $51.5K | 396,881 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $54.7K | 1,084,557 | 0.0% |
| G-III Apparel Group LTD(GIII) | COM | 36237H101 | $55.2K | 1,011,257 | 0.0% |
| Groupon Inc | COM CL A | 399473107 | $55.3K | 4,934,428 | 0.0% |
| Bankrate Inc del | COM | 06647F102 | $55.5K | 2,696,763 | 0.0% |
| U S G Corp | COM NEW | 903293405 | $55.6K | 1,946,596 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $56.5K | 1,757,799 | 0.0% |
| United NAT Foods Inc(UNFI) | COM | 911163103 | $58.5K | 869,985 | 0.0% |
| Laredo Pete Hldgs Inc | COM | 516806106 | $58.6K | 1,972,840 | 0.0% |
| Texas Inds Inc | COM | 882491103 | $59.2K | 893,113 | 0.0% |
| Infoblox Inc | COM | 45672H104 | $61.7K | 1,474,801 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $62.7K | 947,310 | 0.0% |
| Buffalo Wild Wings Inc | COM | 119848109 | $63.0K | 566,254 | 0.0% |
| Harman Intl Inds Inc | COM | 413086109 | $63.6K | 959,658 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $64.3K | 1,571,139 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $64.6K | 837,993 | 0.0% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $67.5K | 1,208,239 | 0.0% |
| Celldex Therapeutics Inc New | COM | 15117B103 | $69.1K | 1,949,311 | 0.0% |
| Ryland Group Inc | COM | 783764103 | $69.9K | 1,723,690 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $70.9K | 925,987 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $74.5K | 1,748,037 | 0.0% |
| Avon Prods Inc(AVPUSD) | COM | 054303102 | $76.4K | 3,708,300 | 0.0% |
| DOW Chem Co | COM | 260543103 | $78.0K | 2,030,205 | 0.0% |
| Occidental Pete Corp del(OXY) | COM | 674599105 | $80.2K | 857,836 | 0.0% |
| Omnicare Inc | COM | 681904108 | $80.9K | 1,457,788 | 0.0% |
| E Trade Financial Corp(ETRA) | COM NEW | 269246401 | $82.9K | 5,026,001 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $84.8K | 1,047,699 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $86.0K | 780,879 | 0.0% |
| Johnson Ctls Inc | COM | 478366107 | $91.9K | 2,214,134 | 0.0% |