Q4 2014 Holdings
Filed 2015-02-11 | 67 holdings | $72.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $44.5K | 432,845 | 0.1% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $47.1K | 1,008,078 | 0.1% |
| Cardtronics Inc | COM | 14161H108 | $48.6K | 1,259,264 | 0.1% |
| Entegris Inc(ENTG) | COM | 29362U104 | $50.2K | 3,797,048 | 0.1% |
| Semtech Corp(SMTC) | COM | 816850101 | $53.8K | 1,950,905 | 0.1% |
| Graco Inc(GGG) | COM | 384109104 | $58.8K | 732,750 | 0.1% |
| Esterline Technologies Corp | COM | 297425100 | $62.0K | 565,584 | 0.1% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $62.3K | 964,914 | 0.1% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $67.7K | 1,428,594 | 0.1% |
| UGI Corp New(UGI) | COM | 902681105 | $69.9K | 1,840,608 | 0.1% |
| Copart Inc(CPRT) | COM | 217204106 | $77.0K | 2,109,289 | 0.1% |
| Waste Connections Inc | COM | 941053100 | $80.3K | 1,824,695 | 0.1% |
| Idex Corp(IEX) | COM | 45167R104 | $81.8K | 1,051,255 | 0.1% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $95.8K | 2,763,398 | 0.1% |
| Ingredion Inc(INGR) | COM | 457187102 | $96.0K | 1,131,198 | 0.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $3.9M | 54,234 | 5.4% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $67.0M | 1,395,036 | 92.1% |