Q4 2013 Holdings
Filed 2014-02-10 | 247 holdings | $8.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $1.5M | 20,885 | 18.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.4M | 24,706 | 17.3% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $1.0M | 10,723 | 12.6% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $945.0K | 12,626 | 11.6% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $914.0K | 7,676 | 11.2% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $859.0K | 12,204 | 10.5% |
| Artisan Partners Asset Management Inc(APAM) | COM | 04316A108 | $643.0K | 9,863 | 7.9% |
| Cummins Inc(CMI) | COM | 231021106 | $491.0K | 3,480 | 6.0% |
| AMN Healthcare Services(AMN) | COM | 001744101 | $107.0K | 7,270 | 1.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $57.0K | 6,577 | 0.7% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $40.0K | 142 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $4.3K | 7,728 | 0.1% |
| Cree Inc | COM | 225447101 | $3.8K | 61,215 | 0.0% |
| F5 Networks Inc(FFIV) | COM | 315616102 | $3.7K | 41,199 | 0.0% |
| Air Lease Corp(AL) | COM | 00912X302 | $3.6K | 116,921 | 0.0% |
| Google Inc | COM | 38259P508 | $3.6K | 3,205 | 0.0% |
| Tableau Software Inc(DATA) | COM | 87336U105 | $3.6K | 51,966 | 0.0% |
| Facebook Inc(META) | COM | 30303M102 | $3.5K | 64,878 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $3.5K | 50,891 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $3.4K | 119,248 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $3.0K | 3,595 | 0.0% |
| Red Hat Inc | COM | 756577102 | $2.8K | 49,219 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.7K | 35,528 | 0.0% |
| WisdomTree Investments Inc(WT) | COM | 97717P104 | $2.6K | 146,566 | 0.0% |
| Nike Inc cl B(NKE) | COM | 654106103 | $2.5K | 32,035 | 0.0% |
| LinkedIn Corp | COM | 53578A108 | $2.4K | 11,080 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $2.4K | 5,971 | 0.0% |
| Priceline.com Inc | COM | 741503403 | $2.4K | 2,031 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $2.3K | 20,033 | 0.0% |
| Express Scripts Holding Co | COM | 30219G108 | $2.3K | 32,155 | 0.0% |
| Immersion Corp(IMMR) | COM | 452521107 | $2.2K | 216,146 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.2K | 59,029 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $2.2K | 58,352 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $2.1K | 30,245 | 0.0% |
| Blackstone Group LP(BXUSD) | COM | 09253U108 | $2.1K | 66,659 | 0.0% |
| Xoom Corp | COM | 98419Q101 | $2.1K | 76,726 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $2.1K | 83,540 | 0.0% |
| Walt Disney Company(DIS) | COM | 254687106 | $2.1K | 26,843 | 0.0% |
| SodaStream International Ltd | COM | M9068E105 | $2.0K | 41,118 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $2.0K | 26,382 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $1.9K | 14,226 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.9K | 23,533 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $1.9K | 56,287 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $1.9K | 33,013 | 0.0% |
| Visa Inc - Class A Shares(V) | COM | 92826C839 | $1.9K | 8,522 | 0.0% |
| BE Aerospace Inc | COM | 073302101 | $1.9K | 21,740 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $1.9K | 7,838 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $1.9K | 23,706 | 0.0% |
| Williams-Sonoma Inc(WSM) | COM | 969904101 | $1.8K | 31,344 | 0.0% |
| WageWorks Inc(WAGE) | COM | 930427109 | $1.8K | 30,344 | 0.0% |