Q1 2013 Holdings
Filed 2013-07-24 | 358 holdings | $42.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $640.0K | 40,446 | 1.5% |
| Crown Crafts Inc(CRWS) | COM | 228309100 | $1.0M | 169,230 | 2.4% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $1.1M | 23,841 | 2.7% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $5.1M | 369,450 | 12.2% |
| Dana Hldg Corp(DAN) | COM | 235825205 | $5.9M | 333,332 | 14.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $7.7M | 178,012 | 18.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $7.9M | 74,758 | 18.8% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $10.4M | 126,235 | 24.5% |