Q2 2013 Holdings
Filed 2013-07-31 | 107 holdings | $146.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| C.H. Robinson Inc.(CHRW) | COMMON STOCK | 12541W209 | $318.7K | 5,660,000 | 0.2% |
| Cisco Systems Inc.(CSCO) | COMMON STOCK | 17275R102 | $5.6M | 230,000 | 3.8% |
| Adobe Systems Inc.(ADBE) | COMMON STOCK | 00724F101 | $5.9M | 130,000 | 4.0% |
| DR Horton Inc.(DHI) | COMMON STOCK | 23331A109 | $10.6M | 500,000 | 7.3% |
| Corning Inc.(GLW) | COMMON STOCK | 219350105 | $19.4M | 1,365,000 | 13.3% |
| Autodesk Inc.(ADSK) | COMMON STOCK | 052769106 | $27.3M | 805,500 | 18.7% |
| Ciena Corp.(CIEN) | COMMON STOCK | 171779309 | $69.9M | 3,601,572 | 47.8% |