Q4 2015 Holdings
Filed 2016-02-05 | 274 holdings | $506.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $25.9K | 205,645 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $26.2K | 175,598 | 0.0% |
| Cigna Corporation | COM | 125509109 | $26.5K | 180,794 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $26.5K | 236,010 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $26.5K | 1,002,919 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $26.6K | 140,575 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $26.6K | 170,061 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $27.4K | 847,672 | 0.0% |
| Oxford Inds Inc(OXM) | COM | 691497309 | $27.8K | 434,830 | 0.0% |
| Steris PLC(STE) | SHS USD | G84720104 | $28.0K | 371,478 | 0.0% |
| LDR Hldg Corp | COM | 50185U105 | $28.4K | 1,131,252 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $28.6K | 883,228 | 0.0% |
| Calatlantic Group Inc | COM | 128195104 | $30.6K | 807,627 | 0.0% |
| Cathay GEN Bancorp(CATY) | COM | 149150104 | $30.8K | 983,886 | 0.0% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $31.0K | 528,326 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $31.0K | 218,368 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $31.4K | 408,792 | 0.0% |
| Dave & Busters Entmt Inc(PLAY) | COM | 238337109 | $32.8K | 784,890 | 0.0% |
| Intuitive Surgical Inc(ISRG)Put | COM NEW | 46120E602 | $32.8K | 60,000 | 0.0% |
| Imperva Inc | COM | 45321L100 | $32.9K | 520,013 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $33.2K | 279,388 | 0.0% |
| Electronics for Imaging Inc(EFII) | COM | 286082102 | $33.7K | 721,087 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $34.2K | 267,484 | 0.0% |
| Rackspace Hosting Inc | COM | 750086100 | $34.3K | 1,354,128 | 0.0% |
| Newell Rubbermaid Inc(NWL) | COM | 651229106 | $34.9K | 791,939 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $35.1K | 535,056 | 0.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $35.8K | 1,159,436 | 0.0% |
| Orbital ATK Inc | COM | 68557N103 | $35.9K | 401,906 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $36.2K | 640,417 | 0.0% |
| Foot Locker Inc(WOO) | COM | 344849104 | $36.2K | 556,629 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $36.3K | 603,300 | 0.0% |
| OSI Systems Inc(OSIS) | COM | 671044105 | $36.3K | 409,930 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $36.8K | 951,931 | 0.0% |
| Cavium Inc | COM | 14964U108 | $37.6K | 572,369 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $38.7K | 452,801 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $39.9K | 363,805 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $41.5K | 867,050 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $42.9K | 792,594 | 0.0% |
| Cynosure Inc | CL A | 232577205 | $44.3K | 992,581 | 0.0% |
| Dycom Inds Inc(DY) | COM | 267475101 | $44.7K | 639,497 | 0.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $45.0K | 362,346 | 0.0% |
| VCA Inc | COM | 918194101 | $45.9K | 834,134 | 0.0% |
| Allegion PUB LTD Co(ALLE) | ORD SHS | G0176J109 | $47.4K | 718,650 | 0.0% |
| Harman Intl Inds Inc | COM | 413086109 | $47.5K | 504,073 | 0.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $51.5K | 1,988,600 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $52.1K | 772,081 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $53.3K | 731,103 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $56.3K | 1,034,962 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $56.7K | 738,716 | 0.0% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $56.8K | 3,132,269 | 0.0% |