Q1 2015 Holdings
Filed 2015-05-15 | 673 holdings | $620.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $3.7M | 8,800 | 0.6% |
| Autonation Inc(AN) | COM | 05329W102 | $3.7M | 57,800 | 0.6% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $3.7M | 94,300 | 0.6% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $4.8M | 227,800 | 0.8% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $7.0M | 394,300 | 1.1% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $8.3M | 152,825 | 1.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $8.5M | 144,800 | 1.4% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $9.9M | 152,055 | 1.6% |
| Antero RES Corp(AR) | COM | 03674X106 | $10.1M | 285,000 | 1.6% |
| Accuray Inc(ARAY) | COM | 004397105 | $10.4M | 1,123,200 | 1.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $13.3M | 179,700 | 2.1% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $14.1M | 1,177,500 | 2.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $17.2M | 148,400 | 2.8% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $21.1M | 275,400 | 3.4% |
| Crocs Inc(CROX) | COM | 227046109 | $24.0M | 2,030,600 | 3.9% |
| Catalyst Pharm Partners Inc(CPRX) | COM | 14888U101 | $28.4M | 6,568,000 | 4.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $30.3M | 1,705,600 | 4.9% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $38.5M | 647,800 | 6.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $54.8M | 1,019,021 | 8.8% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $69.6M | 843,800 | 11.2% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $71.2M | 5,079,700 | 11.5% |
| Carmax Inc(KMX) | COM | 143130102 | $71.4M | 1,034,600 | 11.5% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $73.2M | 2,247,300 | 11.8% |