Q1 2014 Holdings
Filed 2014-05-15 | 358 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chefs Warehouse Inc(CHEF) | COM | 163086101 | $51.2M | 2,392,450 | 4.5% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $77.0M | 1,405,803 | 6.7% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $80.8M | 330,101 | 7.0% |
| Artisan Partners Asset Mgmt(APAM) | CL A | 04316A108 | $115.0M | 1,790,622 | 10.0% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $164.6M | 6,001,941 | 14.3% |
| Carmax Inc(KMX) | COM | 143130102 | $184.5M | 3,942,811 | 16.0% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $200.6M | 5,987,391 | 17.4% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $219.9M | 5,622,760 | 19.1% |