Q1 2015 Holdings
Filed 2015-05-13 | 958 holdings | $37.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design System Inc(CDNS) | COM | 127387108 | $1.5M | 81,500 | 4.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $1.7M | 29,200 | 4.6% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $1.8M | 41,500 | 4.9% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $2.2M | 58,300 | 5.9% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $2.3M | 108,419 | 6.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.4M | 133,000 | 6.3% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $2.5M | 9,300 | 6.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $2.5M | 20,082 | 6.7% |