Q1 2014 Holdings
Filed 2014-05-09 | 262 holdings | $474.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $128.6M | 1,915,598 | 27.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $116.9M | 8,645,208 | 24.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $75.4M | 1,105,610 | 15.9% |
| Boston Beer Co Inc(SAM) | COM | 100557107 | $63.9M | 261,256 | 13.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $51.3M | 2,109,364 | 10.8% |
| Applied Optoelectronics Inc COM(AAOI) | COM | 03823U102 | $18.2M | 736,584 | 3.8% |
| Acadia Healthcare Co Inc COM(ACHC) | COM | 00404A109 | $8.0M | 176,887 | 1.7% |
| Criteo S A Sponsored ADS(CRTO) | COM | 226718104 | $2.0M | 50,127 | 0.4% |
| Akebia Therapeutics Inc COM(AKBA) | COM | 00972D105 | $1.2M | 62,380 | 0.3% |
| Addus Homecare Corporation(ADUS) | COM | 006739106 | $1.1M | 49,048 | 0.2% |
| Accuray Incorporated(ARAY) | COM | 004397105 | $466.0K | 48,581 | 0.1% |
| Netflix COM Inc(NFLX) | COM | 64110L106 | $277.2K | 787,365 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $267.5K | 795,162 | 0.1% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $238.6K | 3,409,032 | 0.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $203.0K | 2,240,816 | 0.0% |
| Digimarc Corporation | COM | 49271M100 | $192.4K | 1,822,150 | 0.0% |
| Facebook Inc CL A(META) | COM | 30303M102 | $177.7K | 2,949,124 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $164.3K | 3,971,447 | 0.0% |
| Yelp Inc CL A(YELP) | COM | 985817105 | $161.4K | 2,098,001 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $154.7K | 2,605,167 | 0.0% |
| Cray Inc(CRAY) | COM | 225223304 | $145.3K | 3,893,359 | 0.0% |
| Solarcity Corporation Common Stock | COM | 83416T100 | $140.2K | 2,238,952 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $136.9K | 656,931 | 0.0% |
| Linkedin Corporation COM CL A | COM | 53578A108 | $136.2K | 736,503 | 0.0% |
| Google Inc CL A | COM | 38259P508 | $124.7K | 111,896 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $122.0K | 2,613,183 | 0.0% |
| Homeaway Inc COM | COM | 43739Q100 | $118.0K | 3,133,133 | 0.0% |
| ARM Hldgs ORD Gbp0.0005 | COM | 000000000 | $117.0K | 7,029,725 | 0.0% |
| Monsanto Co | COM | 61166W101 | $102.0K | 896,764 | 0.0% |
| Incyte Corporation Formerly Incyte Genomics Inc(INCY) | COM | 45337C102 | $98.9K | 1,848,714 | 0.0% |
| Avis Budget Group Inc(CAR) | COM | 053774105 | $94.7K | 1,944,932 | 0.0% |
| Zillow Inc CL A | COM | 98954A107 | $93.7K | 1,063,885 | 0.0% |
| Insulet Corporation(PODD) | COM | 45784P101 | $83.9K | 1,770,116 | 0.0% |
| W R Grace & Co-del New | COM | 38388F108 | $81.0K | 817,234 | 0.0% |
| Opentable Inc | COM | 68372A104 | $77.8K | 1,011,808 | 0.0% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $77.4K | 1,355,637 | 0.0% |
| Splunk Inc COM(SPLKCHF) | COM | 848637104 | $74.3K | 1,039,375 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $72.4K | 762,542 | 0.0% |
| Workday Inc CL A(WDAY) | COM | 98138H101 | $72.0K | 787,580 | 0.0% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $67.8K | 1,487,521 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $64.5K | 4,553,054 | 0.0% |
| Masonite Intl Corp New COM(DOOREUR) | COM | 575385109 | $61.7K | 1,091,991 | 0.0% |
| Foundation Medicine Inc COM | COM | 350465100 | $60.8K | 1,877,752 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $60.3K | 850,844 | 0.0% |
| Restoration Hardware Hldgs Inc COM | COM | 761283100 | $56.2K | 764,033 | 0.0% |
| Fireeye Inc COM(FEYECHF) | COM | 31816Q101 | $55.9K | 907,268 | 0.0% |
| Montage Technology Group Limited | COM | G6209T105 | $55.4K | 2,768,733 | 0.0% |
| Gigamon Inc COM | COM | 37518B102 | $55.1K | 1,814,419 | 0.0% |
| Icici Bank LTD Sponsored ADR(IBN) | COM | 45104G104 | $55.1K | 1,258,593 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $54.7K | 4,289,829 | 0.0% |