Q4 2013 Holdings
Filed 2014-02-14 | 71 holdings | $494.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twenty-First Century Fox | cs | 90130A101 | $96.1K | 2,733,289 | 0.0% |
| Intl Business Machines(IBM) | cs | 459200101 | $96.5K | 514,216 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | cs | 92532F100 | $99.1K | 1,333,965 | 0.0% |
| Advance Auto Parts(AAP) | cs | 00751Y106 | $99.8K | 901,740 | 0.0% |
| IHS | cs | 451734107 | $102.3K | 854,796 | 0.0% |
| Gilead Sciences(GILD) | cs | 375558103 | $104.6K | 1,393,080 | 0.0% |
| DaVita(DVA) | cs | 23918K108 | $107.5K | 1,696,987 | 0.0% |
| Honeywell International(HON) | cs | 438516106 | $110.4K | 1,208,377 | 0.0% |
| Yum! Brands(YUM) | cs | 988498101 | $115.4K | 1,526,722 | 0.0% |
| Apple(AAPL) | cs | 037833100 | $141.6K | 252,373 | 0.0% |
| Priceline.com | cs | 741503403 | $141.7K | 121,922 | 0.0% |
| cs | 38259P508 | $162.0K | 144,536 | 0.0% | |
| Citrix Systems(CTXSEUR) | cs | 177376100 | $172.8K | 2,731,696 | 0.0% |
| Amazon(AMZN) | cs | 023135106 | $195.0K | 488,997 | 0.0% |
| Range Resources(RRC) | cs | 75281A109 | $200.2K | 2,374,867 | 0.0% |
| Visa(V) | cs | 92826C839 | $202.7K | 910,391 | 0.0% |
| Qualcomm(QCOM) | cs | 747525103 | $210.0K | 2,828,406 | 0.0% |
| Costco(COST) | cs | 22160K105 | $92.8M | 780,019 | 18.8% |
| BioMarin(BMRN) | cs | 09061G101 | $118.3M | 1,681,984 | 23.9% |
| Cisco Systems(CSCO) | cs | 17275R102 | $127.3M | 5,676,457 | 25.7% |
| Adobe Systems(ADBE) | cs | 00724F101 | $151.9M | 2,536,058 | 30.7% |