Q3 2013 Holdings
Filed 2013-11-14 | 76 holdings | $123.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Insulet Corp(PODD) | COM | 45784P101 | $55.8K | 1,538,966 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $56.7K | 1,537,436 | 0.0% |
| Microsemi Corp | COM | 595137100 | $59.2K | 2,442,971 | 0.0% |
| Progress Software Corp(PRGS) | COM | 743312100 | $60.2K | 2,328,817 | 0.0% |
| Volcano Corporation | COM | 928645100 | $62.1K | 2,592,784 | 0.1% |
| Centene Corp del(CNC) | COM | 15135B101 | $62.2K | 971,836 | 0.1% |
| Rogers Corp(ROG) | COM | 775133101 | $62.4K | 1,049,784 | 0.1% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COM | 144577103 | $63.1K | 1,692,456 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $65.4K | 1,407,513 | 0.1% |
| Armstrong World Inds Inc New(AWI) | COM | 04247X102 | $66.1K | 1,201,982 | 0.1% |
| Francescas Hldgs Corp(FRANUSD) | COM | 351793104 | $66.4K | 3,568,128 | 0.1% |
| Interface Inc(TILE) | COM | 458665304 | $66.6K | 3,358,487 | 0.1% |
| Wabtec Corp(WAB) | COM | 929740108 | $73.0K | 1,160,607 | 0.1% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $73.8K | 1,320,952 | 0.1% |
| Wellcare Health Plans Inc | COM | 94946T106 | $77.1K | 1,104,894 | 0.1% |
| Maximus Inc(MMS) | COM | 577933104 | $77.7K | 1,726,039 | 0.1% |
| WEX Inc(WEX) | COM | 96208T104 | $77.9K | 888,200 | 0.1% |
| Brunswick Corp(BC) | COM | 117043109 | $81.4K | 2,039,223 | 0.1% |
| Healthsouth Corp | COM NEW | 421924309 | $82.7K | 2,399,098 | 0.1% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $86.3K | 513,866 | 0.1% |
| Dealertrack Technologies Inc | COM | 242309102 | $88.4K | 2,063,045 | 0.1% |
| Acxiom Corp | COM | 005125109 | $93.2K | 3,284,081 | 0.1% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $272.0K | 3,971 | 0.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $4.0M | 82,976 | 3.2% |
| Crocs Inc(CROX) | COM | 227046109 | $56.4M | 4,150,633 | 45.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $60.2M | 4,455,599 | 49.0% |