Q1 2015 Holdings
Filed 2015-05-15 | 740 holdings | $829.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Papa Johns International Inc.(PZZA) | Common | 698813102 | $20.9K | 338,607 | 0.0% |
| Cepheid Inc | Common | 15670R107 | $20.9K | 367,953 | 0.0% |
| Brunswick Corp.(BC) | Common | 117043109 | $21.0K | 407,886 | 0.0% |
| Michaels Stores Inc | Common | 59408Q106 | $21.4K | 789,494 | 0.0% |
| Williams Companies Inc(WMB) | Common | 969457100 | $21.5K | 425,272 | 0.0% |
| Belden Inc(BDC) | Common | 077454106 | $21.6K | 231,137 | 0.0% |
| Tesla Motors Inc(TSLA) | Common | 88160R101 | $21.7K | 115,047 | 0.0% |
| United Natural Foods Inc(UNFI) | Common | 911163103 | $21.8K | 283,093 | 0.0% |
| Calgon Carbon Corp | Common | 129603106 | $22.0K | 1,046,284 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | Common | 848577102 | $22.1K | 286,171 | 0.0% |
| Qorvo Inc(QRVO) | Common | 74736K101 | $22.2K | 278,220 | 0.0% |
| Puma Biotechnology Inc(PBYI) | Common | 74587V107 | $22.2K | 94,166 | 0.0% |
| WEX Inc(WEX) | Common | 96208T104 | $22.6K | 210,196 | 0.0% |
| Acuity Brands Inc(AYI) | Common | 00508Y102 | $22.7K | 134,764 | 0.0% |
| J P Morgan Chase & Co.(JPM) | Common | 46625H100 | $23.0K | 379,830 | 0.0% |
| Jones Lang Lasalle Inc(JLL) | Common | 48020Q107 | $23.0K | 135,154 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | Common | 46333X108 | $23.1K | 1,440,722 | 0.0% |
| Graphic Packaging Holding(GPK) | Common | 388689101 | $23.2K | 1,597,162 | 0.0% |
| Teva Pharmaceutical Ind. LTD -(TEVA) | Common | 881624209 | $23.3K | 373,469 | 0.0% |
| Investors Bancorp Inc | Common | 46146L101 | $24.0K | 2,051,328 | 0.0% |
| A.O. Smith Corp(AOS) | Common | 831865209 | $24.5K | 373,329 | 0.0% |
| Servicenow Inc(NOW) | Common | 81762P102 | $25.3K | 321,681 | 0.0% |
| Lear Corporation(LEA) | Common | 521865204 | $25.6K | 231,166 | 0.0% |
| Shutterstock Inc(SSTK) | Common | 825690100 | $26.9K | 391,570 | 0.0% |
| Mobileye NV | Common | N51488117 | $27.0K | 642,634 | 0.0% |
| Hain Celestial GRP Inc(HAIN) | Common | 405217100 | $27.3K | 425,530 | 0.0% |
| Anheuser-Busch Inbev SPN ADR(BUD) | Common | 03524A108 | $27.3K | 223,705 | 0.0% |
| Microsemi Corp | Common | 595137100 | $27.5K | 776,404 | 0.0% |
| Pacira Pharmaceuticals(PCRX) | Common | 695127100 | $27.9K | 313,736 | 0.0% |
| Hexcel Corp(HXL) | Common | 428291108 | $28.3K | 551,207 | 0.0% |
| Medidata Solutions Inc | Common | 58471A105 | $28.6K | 582,180 | 0.0% |
| Synchronoss Technologies Inc | Common | 87157B103 | $28.6K | 601,882 | 0.0% |
| Google Inc CL A | Common | 38259P508 | $30.1K | 54,180 | 0.0% |
| Martin Marietta Materials Inc.(MLM) | Common | 573284106 | $30.1K | 214,983 | 0.0% |
| Intuitive Surgical Inc(ISRG) | Common | 46120E602 | $31.6K | 62,533 | 0.0% |
| Tyler Technologies(TYL) | Common | 902252105 | $32.4K | 268,395 | 0.0% |
| Tenet Healthcare Corp(THC) | Common | 88033G407 | $34.2K | 690,623 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | Common | 92532F100 | $36.4K | 308,569 | 0.0% |
| Wisdomtree Investments Inc(WT) | Common | 97717P104 | $37.7K | 1,754,697 | 0.0% |
| Aetna Inc New | Common | 00817Y108 | $37.7K | 354,212 | 0.0% |
| Schlumberger LTD(SLB) | Common | 806857108 | $38.4K | 459,759 | 0.0% |
| Sandisk Corp | Common | 80004C101 | $38.9K | 610,968 | 0.0% |
| Norwegian Cruise Line Holding(NCLH) | Common | G66721104 | $40.2K | 744,301 | 0.0% |
| Amgen Inc(AMGN) | Common | 031162100 | $40.2K | 251,755 | 0.0% |
| FEI Company | Common | 30241L109 | $41.0K | 537,338 | 0.0% |
| American Express Company(AXP) | Common | 025816109 | $41.1K | 526,254 | 0.0% |
| Morgan Stanley(MS) | Common | 617446448 | $41.2K | 1,154,918 | 0.0% |
| Western Digital Corp.(WDC) | Common | 958102105 | $41.5K | 456,160 | 0.0% |
| Time Warner Cable | Common | 88732J207 | $44.2K | 295,017 | 0.0% |
| American International Group(AIG) | Common | 026874784 | $44.7K | 816,718 | 0.0% |