Q1 2014 Holdings
Filed 2014-05-09 | 65 holdings | $86.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ascena Retail Group Inc(ASNAEUR) | COM | 04351G101 | $49.8K | 2,883,586 | 0.1% |
| Cabot Corp(CBT) | COM | 127055101 | $51.3K | 868,580 | 0.1% |
| Cardtronics Inc | COM | 14161H108 | $51.6K | 1,327,186 | 0.1% |
| Graco Inc(GGG) | COM | 384109104 | $56.9K | 761,475 | 0.1% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $58.5K | 919,070 | 0.1% |
| UGI Corp New(UGI) | COM | 902681105 | $58.9K | 1,291,218 | 0.1% |
| Esterline Technologies Corp | COM | 297425100 | $60.5K | 567,847 | 0.1% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $62.9K | 1,449,070 | 0.1% |
| Copart Inc(CPRT) | COM | 217204106 | $80.3K | 2,207,685 | 0.1% |
| Idex Corp(IEX) | COM | 45167R104 | $80.7K | 1,106,533 | 0.1% |
| Ingredion Inc(INGR) | COM | 457187102 | $82.8K | 1,215,987 | 0.1% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $83.8K | 2,761,579 | 0.1% |
| Waste Connections Inc | COM | 941053100 | $85.9K | 1,959,466 | 0.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $3.6M | 54,672 | 4.1% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $81.4M | 1,485,999 | 93.7% |