Q2 2012 Holdings
Filed 2016-11-08 | 963 holdings | $17.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COMMON STOCK | 007903107 | $307.0K | 53,525 | 1.7% |
| Allscripts Healthcare Solution(MDRX) | COMMON STOCK | 01988P108 | $312.0K | 28,539 | 1.8% |
| Clean Harbors Inc(CLH) | COMMON STOCK | 184496107 | $399.0K | 7,080 | 2.3% |
| Cadence Design Systems Inc(CDNS) | COMMON STOCK | 127387108 | $451.0K | 41,059 | 2.6% |
| Akamai Technologies Inc(AKAM) | COMMON STOCK | 00971T101 | $484.0K | 15,254 | 2.7% |
| CarMax Inc(KMX) | COMMON STOCK | 143130102 | $536.0K | 20,667 | 3.0% |
| Arrow Electronics Inc(ARW) | COMMON STOCK | 042735100 | $548.0K | 16,709 | 3.1% |
| Autodesk Inc(ADSK) | COMMON STOCK | 052769106 | $709.0K | 20,255 | 4.0% |
| Boston Scientific Corp(BSX) | COMMON STOCK | 101137107 | $738.0K | 130,112 | 4.2% |
| AutoZone Inc(AZO) | COMMON STOCK | 053332102 | $908.0K | 2,472 | 5.1% |
| Adobe Systems Inc(ADBE) | COMMON STOCK | 00724F101 | $1.4M | 43,896 | 8.0% |
| Biogen Idec Inc(BIIB) | COMMON STOCK | 09062X103 | $3.0M | 20,787 | 17.0% |
| Cbre Group Inc(CBRE) | COMMON STOCK | 12504L109 | $4.5M | 275,976 | 25.6% |