Q2 2013 Holdings
Filed 2013-08-14 | 12 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $159.8K | 2,219,985 | 15.4% |
| Open Text Corp(OTEX) | COM | 683715106 | $119.1K | 1,738,816 | 11.5% |
| Waters Corp(WAT) | COM | 941848103 | $109.2K | 1,091,261 | 10.5% |
| Progress Software Corp(PRGS) | COM | 743312100 | $107.9K | 4,688,418 | 10.4% |
| Ascena Retail Group Inc(ASNAEUR) | COM | 04351G101 | $102.9K | 5,897,076 | 9.9% |
| Tibco Software Inc | COM | 88632Q103 | $100.2K | 4,682,718 | 9.7% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $91.5K | 6,130,768 | 8.8% |
| Knoll Inc(KNL) | COM NEW | 498904200 | $64.2K | 4,516,382 | 6.2% |
| JOS A Bank Clothiers Inc | COM | 480838101 | $56.6K | 1,370,862 | 5.5% |
| Comfort SYS USA Inc(FIX) | COM | 199908104 | $44.7K | 2,995,536 | 4.3% |
| Quanex Building Products COR(NX) | COM | 747619104 | $41.3K | 2,452,195 | 4.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $38.4K | 1,333,657 | 3.7% |