Q1 2014 Holdings
Filed 2014-05-12 | 1042 holdings | $134.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nike Inc(NKE) | CL B | 654106103 | $10.9K | 147,201 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $11.0K | 78,524 | 0.0% |
| Heico Corp New(HEI) | COM | 422806109 | $11.0K | 182,450 | 0.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $11.0K | 178,625 | 0.0% |
| International Flavors&fragra(IFF) | COM | 459506101 | $11.0K | 115,013 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $11.1K | 89,018 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $11.2K | 422,220 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $11.2K | 235,500 | 0.0% |
| Rite AID Corp | COM | 767754104 | $11.2K | 1,782,470 | 0.0% |
| Synaptics Inc(SYNA) | COM | 87157D109 | $11.2K | 186,200 | 0.0% |
| Team Health Holdings Inc | COM | 87817A107 | $11.2K | 251,050 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $11.3K | 82,600 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $11.4K | 337,640 | 0.0% |
| Chuys Hldgs Inc(CHUYUSD) | COM | 171604101 | $11.6K | 268,750 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $11.6K | 273,950 | 0.0% |
| Sunedison Inc | COM | 86732Y109 | $11.7K | 620,170 | 0.0% |
| Penn VA Corp | COM | 707882106 | $11.7K | 669,370 | 0.0% |
| Electronics for Imaging Inc(EFII) | COM | 286082102 | $11.7K | 270,519 | 0.0% |
| Bank of the Ozarks Inc | COM | 063904106 | $11.8K | 172,675 | 0.0% |
| Multimedia Games Hldg Co Inc | COM | 625453105 | $11.8K | 407,751 | 0.0% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $11.9K | 89,389 | 0.0% |
| Precision Castparts Corp | COM | 740189105 | $12.0K | 47,540 | 0.0% |
| Demandware Inc(DWREEUR) | COM | 24802Y105 | $12.0K | 187,720 | 0.0% |
| Concho RES Inc(CXOEUR) | COM | 20605P101 | $12.1K | 98,823 | 0.0% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $12.1K | 539,420 | 0.0% |
| AIR Methods Corp | COM PAR $.06 | 009128307 | $12.3K | 230,415 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $12.3K | 138,770 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $12.4K | 90,750 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $12.6K | 256,950 | 0.0% |
| REX Energy Corporation | COM | 761565100 | $12.6K | 673,710 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $12.6K | 82,990 | 0.0% |
| Saia Inc(SAIA) | COM | 78709Y105 | $12.7K | 332,555 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $12.7K | 165,651 | 0.0% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $12.9K | 80,443 | 0.0% |
| Starwood Hotels&resorts Wrld | COM | 85590A401 | $13.0K | 163,509 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $13.1K | 421,843 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $13.2K | 252,196 | 0.0% |
| Polyone Corp | COM | 73179P106 | $13.3K | 361,490 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $13.6K | 126,677 | 0.0% |
| Tenneco Inc | COM | 880349105 | $13.8K | 237,120 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $13.9K | 1,126,790 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $13.9K | 397,470 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $14.2K | 336,260 | 0.0% |
| Parexel Intl Corp | COM | 699462107 | $14.3K | 264,584 | 0.0% |
| Dealertrack Technologies Inc | COM | 242309102 | $14.5K | 294,320 | 0.0% |
| Ametek Inc New(AME) | COM | 031100100 | $14.6K | 284,514 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $14.7K | 140,799 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $14.7K | 361,106 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $14.8K | 671,936 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $14.8K | 295,485 | 0.0% |