Q3 2012 Holdings
Filed 2016-11-08 | 960 holdings | $17.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design Systems Inc(CDNS) | COMMON STOCK | 127387108 | $534.0K | 41,525 | 3.0% |
| Arrow Electronics Inc(ARW) | COMMON STOCK | 042735100 | $554.0K | 16,435 | 3.1% |
| CarMax Inc(KMX) | COMMON STOCK | 143130102 | $582.0K | 20,567 | 3.3% |
| Akamai Technologies Inc(AKAM) | COMMON STOCK | 00971T101 | $584.0K | 15,258 | 3.3% |
| Autodesk Inc(ADSK) | COMMON STOCK | 052769106 | $669.0K | 20,047 | 3.8% |
| Boston Scientific Corp(BSX) | COMMON STOCK | 101137107 | $743.0K | 129,357 | 4.2% |
| AutoZone Inc(AZO) | COMMON STOCK | 053332102 | $1.2M | 3,318 | 6.9% |
| Adobe Systems Inc(ADBE) | COMMON STOCK | 00724F101 | $1.4M | 43,596 | 8.0% |
| Biogen Idec Inc(BIIB) | COMMON STOCK | 09062X103 | $3.1M | 20,487 | 17.2% |
| Cbre Group Inc(CBRE) | COMMON STOCK | 12504L109 | $3.9M | 214,226 | 22.2% |