Q1 2015 Holdings
Filed 2015-04-30 | 297 holdings | $616.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $182.6M | 1,748,367 | 29.6% |
| Acadia Healthcare Co Inc COM(ACHC) | COM | 00404A109 | $144.4M | 2,017,229 | 23.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $114.2M | 916,436 | 18.5% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $99.8M | 1,404,064 | 16.2% |
| Boot Barn Holdings Inc COM(BOOT) | COM | 099406100 | $20.6M | 861,021 | 3.3% |
| Alibaba Group Holding LTD Sponsored ADR(BABA) | COM | 01609W102 | $12.9M | 154,517 | 2.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $10.3M | 317,235 | 1.7% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $9.6M | 1,321,386 | 1.6% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $6.8M | 72,082 | 1.1% |
| Applied Optoelectronics Inc COM(AAOI) | COM | 03823U102 | $6.7M | 483,168 | 1.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $818.0K | 46,057 | 0.1% |
| Actelion LTD Swiss Listed | COM | 000000000 | $554.7K | 68,971,479 | 0.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $473.0K | 8,790 | 0.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $449.0K | 1,064 | 0.1% |
| Coherus Biosciences Inc Common Stock(CHRS) | COM | 19249H103 | $315.0K | 10,304 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $263.0K | 706,827 | 0.0% |
| Netflix COM Inc(NFLX) | COM | 64110L106 | $258.5K | 620,331 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $255.8K | 2,879,549 | 0.0% |
| Facebook Inc CL A(META) | COM | 30303M102 | $224.2K | 2,727,084 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $208.2K | 4,157,652 | 0.0% |
| Foundation Medicine Inc COM | COM | 350465100 | $180.4K | 3,749,960 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $158.9K | 2,054,538 | 0.0% |
| Keurig Green Mountain Inc COM | COM | 49271M100 | $154.2K | 1,379,941 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $147.4K | 1,772,228 | 0.0% |
| Under Armour Inc CL A(UAA) | COM | 904311107 | $138.8K | 1,719,414 | 0.0% |
| Incyte Corporation Formerly Incyte Genomics Inc(INCY) | COM | 45337C102 | $134.2K | 1,463,618 | 0.0% |
| Linkedin Corporation COM CL A | COM | 53578A108 | $128.0K | 512,372 | 0.0% |
| Criteo S A Sponsored ADS(CRTO) | COM | 226718104 | $126.0K | 3,188 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $112.7K | 597,225 | 0.0% |
| Jd.com Inc Sponsored ADR Repstg COM CL A(JD) | COM | 47215P106 | $110.7K | 3,769,429 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $107.9K | 3,364,221 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $106.5K | 1,664,104 | 0.0% |
| Grubhub Inc COM | COM | 400110102 | $106.5K | 2,345,948 | 0.0% |
| Masonite Intl Corp New COM(DOOREUR) | COM | 575385109 | $101.8K | 1,513,086 | 0.0% |
| Hubspot Inc COM(HUBS) | COM | 443573100 | $100.9K | 2,527,688 | 0.0% |
| Zillow Group Inc CL A(ZG) | COM | 98954M101 | $97.0K | 967,278 | 0.0% |
| Hdfc BK LTD ADR Repstg 3 SHS(HDB) | COM | 40415F101 | $84.7K | 1,438,256 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $77.8K | 3,533,714 | 0.0% |
| Icici Bank LTD Sponsored ADR(IBN) | COM | 45104G104 | $77.2K | 7,452,554 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $76.1K | 1,221,354 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $74.6K | 805,990 | 0.0% |
| Homeaway Inc COM | COM | 43739Q100 | $74.5K | 2,467,922 | 0.0% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $70.1K | 1,148,436 | 0.0% |
| W R Grace & Co-del New | COM | 38388F108 | $69.5K | 703,216 | 0.0% |
| Cray Inc(CRAY) | COM | 225223304 | $69.0K | 2,458,979 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $68.8K | 1,162,136 | 0.0% |
| LDR Holding Corporation | COM | 50185U105 | $68.2K | 1,862,595 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $68.1K | 3,938,133 | 0.0% |
| Yelp Inc CL A(YELP) | COM | 985817105 | $67.8K | 1,430,962 | 0.0% |
| Abaxis Inc | COM | 002567105 | $60.1K | 937,762 | 0.0% |