Q4 2013 Holdings
Filed 2014-02-14 | 244 holdings | $536.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $122.1M | 1,899,152 | 22.8% |
| Carmax Inc(KMX) | COM | 143130102 | $108.7M | 2,311,469 | 20.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $88.4M | 7,352,321 | 16.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $79.4M | 1,128,735 | 14.8% |
| Boston Beer Co Inc(SAM) | COM | 100557107 | $58.6M | 242,340 | 10.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $51.5M | 2,059,529 | 9.6% |
| Acadia Healthcare Co Inc COM(ACHC) | COM | 00404A109 | $8.3M | 176,397 | 1.6% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $6.2M | 212,814 | 1.2% |
| Criteo S A Sponsored ADS(CRTO) | COM | 226718104 | $4.5M | 130,708 | 0.8% |
| Addus Homecare Corporation(ADUS) | COM | 006739106 | $1.1M | 47,991 | 0.2% |
| Chefs Warehouse Inc(CHEF) | COM | 163086101 | $577.0K | 19,772 | 0.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $438.0K | 51,475 | 0.1% |
| Netflix COM Inc(NFLX) | COM | 64110L106 | $302.2K | 820,722 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $275.1K | 689,800 | 0.1% |
| Facebook Inc CL A(META) | COM | 30303M102 | $238.9K | 4,372,032 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $221.5K | 3,853,499 | 0.0% |
| Linkedin Corporation COM CL A | COM | 53578A108 | $206.7K | 953,250 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $190.6K | 2,300,851 | 0.0% |
| Yelp Inc CL A(YELP) | COM | 985817105 | $152.3K | 2,208,473 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $143.1K | 4,040,362 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $140.7K | 2,210,604 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $133.3K | 2,936,552 | 0.0% |
| ARM Hldgs ORD Gbp0.0005 | COM | 000000000 | $130.5K | 7,188,218 | 0.0% |
| Solarcity Corporation Common Stock | COM | 83416T100 | $128.2K | 2,256,412 | 0.0% |
| Google Inc CL A | COM | 38259P508 | $125.6K | 112,107 | 0.0% |
| Homeaway Inc COM | COM | 43739Q100 | $122.8K | 3,003,437 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $120.7K | 802,573 | 0.0% |
| Green Mountain Coffee Roasters Inc (Formerly Green Mountain | COM | 393122106 | $109.1K | 1,443,795 | 0.0% |
| Cray Inc(CRAY) | COM | 225223304 | $107.9K | 3,929,451 | 0.0% |
| Masonite Intl Corp New COM(DOOREUR) | COM | 575385109 | $100.0K | 1,666,177 | 0.0% |
| Digitalglobe Inc COM | COM | 25389M877 | $92.2K | 2,240,492 | 0.0% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $88.0K | 1,685,287 | 0.0% |
| Container Store Group Inc (the)(TCSUSD) | COM | 210751103 | $87.7K | 1,880,867 | 0.0% |
| Incyte Corporation Formerly Incyte Genomics Inc(INCY) | COM | 45337C102 | $85.5K | 1,688,199 | 0.0% |
| Avis Budget Group Inc(CAR) | COM | 053774105 | $80.3K | 1,986,786 | 0.0% |
| W R Grace & Co-del New | COM | 38388F108 | $78.2K | 791,102 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $76.9K | 1,024,288 | 0.0% |
| Zillow Inc CL A | COM | 98954A107 | $76.2K | 932,506 | 0.0% |
| Restoration Hardware Hldgs Inc COM | COM | 761283100 | $75.7K | 1,124,721 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $71.4K | 1,180,068 | 0.0% |
| Kansas City Southern | COM | 485170302 | $64.6K | 521,410 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $60.5K | 776,502 | 0.0% |
| Insulet Corporation(PODD) | COM | 45784P101 | $60.1K | 1,620,721 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $56.0K | 715,003 | 0.0% |
| Qiwi PLC Sponsored ADR Repstg CL B | COM | 74735M108 | $53.7K | 958,081 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COM | 405217100 | $53.3K | 587,043 | 0.0% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $49.6K | 5,809,024 | 0.0% |
| Wageworks Inc(WAGE) | COM | 930427109 | $49.5K | 832,429 | 0.0% |
| American International Group Inc(AIG) | COM | 026874784 | $49.1K | 962,664 | 0.0% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $48.7K | 628,378 | 0.0% |