Q1 2015 Holdings
Filed 2015-05-14 | 69 holdings | $84.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $44.2K | 1,182,075 | 0.1% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $45.7K | 428,613 | 0.1% |
| Haemonetics Corp(HAE) | COM | 405024100 | $45.9K | 1,022,029 | 0.1% |
| Cardtronics Inc | COM | 14161H108 | $46.9K | 1,247,040 | 0.1% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $48.6K | 997,593 | 0.1% |
| Semtech Corp(SMTC) | COM | 816850101 | $51.5K | 1,933,114 | 0.1% |
| Entegris Inc(ENTG) | COM | 29362U104 | $52.2K | 3,815,907 | 0.1% |
| Graco Inc(GGG) | COM | 384109104 | $52.3K | 725,285 | 0.1% |
| UGI Corp New(UGI) | COM | 902681105 | $59.5K | 1,825,994 | 0.1% |
| Esterline Technologies Corp | COM | 297425100 | $64.6K | 564,330 | 0.1% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $70.1K | 1,415,641 | 0.1% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $70.9K | 925,884 | 0.1% |
| Copart Inc(CPRT) | COM | 217204106 | $78.5K | 2,090,533 | 0.1% |
| Idex Corp(IEX) | COM | 45167R104 | $79.0K | 1,042,430 | 0.1% |
| Ingredion Inc(INGR) | COM | 457187102 | $86.2K | 1,107,135 | 0.1% |
| Waste Connections Inc | COM | 941053100 | $87.2K | 1,810,976 | 0.1% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $101.4K | 2,672,538 | 0.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $4.0M | 53,834 | 4.7% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $78.5M | 1,381,899 | 93.0% |