Q3 2013 Holdings
Filed 2013-10-24 | 63 holdings | $9.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc(KMX) | COMM | 143130102 | $2.7M | 56,189 | 29.1% |
| Costco Wholesale(COST) | COMM | 22160K105 | $2.5M | 21,369 | 26.3% |
| Akamai Technologies(AKAM) | COMM | 00971T101 | $2.4M | 46,713 | 25.8% |
| AMN Healthcare Services(AMN) | COMM | 001744101 | $1.7M | 120,055 | 17.6% |
| Apple Computer(AAPL) | COMM | 037833100 | $3.9K | 8,142 | 0.0% |
| Exxon Mobil(XOM) | COMM | 30231G102 | $3.2K | 37,365 | 0.0% |
| McKesson Inc(MCK) | COMM | 58155Q103 | $3.0K | 23,297 | 0.0% |
| Celgene Corp(CELG) | COMM | 151020104 | $3.0K | 19,370 | 0.0% |
| Gilead Sciences(GILD) | COMM | 375558103 | $2.8K | 44,624 | 0.0% |
| Time Warner Inc | COMM | 887317303 | $2.7K | 41,139 | 0.0% |
| Cree Inc | COMM | 225447101 | $2.7K | 44,135 | 0.0% |
| Walt Disney Co(DIS) | COMM | 254687106 | $2.6K | 41,041 | 0.0% |
| AFC Enterprises Inc | COMM | 00104Q107 | $2.6K | 59,977 | 0.0% |
| EOG Resources Inc(EOG) | COMM | 26875P101 | $2.6K | 15,313 | 0.0% |
| American International Group(AIG) | COMM | 026874784 | $2.6K | 53,283 | 0.0% |
| Spirit Airlines(SAVEEUR) | COMM | 848577102 | $2.6K | 75,372 | 0.0% |
| Continental Resources(CLRUSD) | COMM | 212015101 | $2.5K | 23,511 | 0.0% |
| Thermo Fisher(TMO) | COMM | 883556102 | $2.5K | 27,211 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COMM | 75886F107 | $2.5K | 7,967 | 0.0% |
| Scripps Networks Interactive | COMM | 811065101 | $2.5K | 31,511 | 0.0% |
| Franklin Resources(BEN) | COMM | 354613101 | $2.4K | 48,219 | 0.0% |
| Pentair Inc | COMM | 709631105 | $2.4K | 36,813 | 0.0% |
| Morgan Stanley(MS) | COMM | 617446448 | $2.4K | 88,731 | 0.0% |
| Honeywell Inc(HON) | COMM | 438516106 | $2.4K | 28,664 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COMM | 637071101 | $2.4K | 30,389 | 0.0% |
| Facebook Inc(META) | COMM | 30303M102 | $2.4K | 47,213 | 0.0% |
| Schlumberger(SLB) | COMM | 806857108 | $2.3K | 25,949 | 0.0% |
| Avago Technologies | COMM | 044643227 | $2.3K | 53,107 | 0.0% |
| CVS Caremark Corp(CVS) | COMM | 126650100 | $2.3K | 39,799 | 0.0% |
| Ebay Inc(EBAY) | COMM | 278642103 | $2.2K | 40,129 | 0.0% |
| Toronto-Dominion Bank(TD) | COMM | 891160509 | $2.2K | 24,768 | 0.0% |
| Ameriprise Financial(AMP) | COMM | 03076C106 | $2.2K | 24,389 | 0.0% |
| PriceLine.com Inc | COMM | 741503403 | $2.2K | 2,183 | 0.0% |
| Snap-on Incorporated(SNA) | COMM | 833034101 | $2.2K | 22,154 | 0.0% |
| Zoetis Inc(ZTS) | COMM | 98978V103 | $2.2K | 70,776 | 0.0% |
| Agco Corporation(AGCO) | COMM | 001084102 | $2.2K | 35,700 | 0.0% |
| Honda Motor Co(HMC) | COMM | 438128308 | $2.2K | 56,393 | 0.0% |
| Kla-Tencor Corporation(KLAC) | COMM | 482480100 | $2.1K | 35,150 | 0.0% |
| Google Inc Class A | COMM | 38259P508 | $2.1K | 2,384 | 0.0% |
| PPG Industries(PPG) | COMM | 693506107 | $2.1K | 12,273 | 0.0% |
| Koninklijke Philips NV(PHG) | COMM | 500472303 | $2.0K | 63,454 | 0.0% |
| Home Depot(HD) | COMM | 437076102 | $2.0K | 26,464 | 0.0% |
| Hain Celestial Group Inc(HAIN) | COMM | 405217100 | $2.0K | 25,799 | 0.0% |
| General Electric | COMM | 369604103 | $2.0K | 82,539 | 0.0% |
| Discover Financial Services(DFSEUR) | COMM | 254709108 | $1.9K | 37,362 | 0.0% |
| Travelers Group(TRV) | COMM | 89417E109 | $1.9K | 21,849 | 0.0% |
| Vanguard Growth ETF(VUG) | ETF | 922908736 | $1.8K | 21,573 | 0.0% |
| Johnson & Johnson(JNJ) | COMM | 478160104 | $1.7K | 19,994 | 0.0% |
| Shutterfly(SFLY) | COMM | 82568P304 | $1.7K | 31,018 | 0.0% |
| Vanguard Dividend Appreciation(VIG) | ETF | 921908844 | $1.5K | 21,703 | 0.0% |