Q4 2013 Holdings
Filed 2014-02-14 | 13 holdings | $1.3M | 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 | $175.0K | 2,128,692 | 13.9% |
| Open Text Corp(OTEX) | COM | 683715106 | $153.3K | 1,667,281 | 12.2% |
| Tibco Software Inc | COM | 88632Q103 | $129.8K | 5,775,532 | 10.3% |
| Ascena Retail Group Inc(ASNAEUR) | COM | 04351G101 | $119.7K | 5,655,535 | 9.5% |
| Progress Software Corp(PRGS) | COM | 743312100 | $116.1K | 4,496,656 | 9.2% |
| Waters Corp(WAT) | COM | 941848103 | $104.6K | 1,046,407 | 8.3% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $103.9K | 5,878,777 | 8.2% |
| JOS A Bank Clothiers Inc | COM | 480838101 | $74.7K | 1,364,722 | 5.9% |
| Informatica Corp | COM | 45666Q102 | $74.5K | 1,795,673 | 5.9% |
| Knoll Inc(KNL) | COM NEW | 498904200 | $61.0K | 3,330,889 | 4.8% |
| Comfort SYS USA Inc(FIX) | COM | 199908104 | $55.7K | 2,871,971 | 4.4% |
| Quanex Building Products COR(NX) | COM | 747619104 | $48.6K | 2,441,448 | 3.9% |
| Rockwell Collins Inc | COM | 774341101 | $44.0K | 595,138 | 3.5% |