Q3 2013 Holdings
Filed 2013-11-14 | 14 holdings | $1.2M | 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 | $157.4K | 2,137,892 | 13.2% |
| Open Text Corp(OTEX) | COM | 683715106 | $125.0K | 1,674,508 | 10.4% |
| Tibco Software Inc | COM | 88632Q103 | $122.1K | 4,772,549 | 10.2% |
| Progress Software Corp(PRGS) | COM | 743312100 | $116.7K | 4,515,994 | 9.8% |
| Ascena Retail Group Inc(ASNAEUR) | COM | 04351G101 | $113.2K | 5,679,889 | 9.5% |
| Waters Corp(WAT) | COM | 941848103 | $111.6K | 1,050,907 | 9.3% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $103.5K | 5,904,231 | 8.7% |
| Knoll Inc(KNL) | COM NEW | 498904200 | $76.2K | 4,496,423 | 6.4% |
| JOS A Bank Clothiers Inc | COM | 480838101 | $60.2K | 1,370,722 | 5.0% |
| Informatica Corp | COM | 45666Q102 | $57.3K | 1,470,934 | 4.8% |
| Comfort SYS USA Inc(FIX) | COM | 199908104 | $48.5K | 2,884,417 | 4.1% |
| Quanex Building Products COR(NX) | COM | 747619104 | $46.2K | 2,452,282 | 3.9% |
| Rockwell Collins Inc | COM | 774341101 | $40.6K | 598,238 | 3.4% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $17.8K | 514,703 | 1.5% |