Q1 2016 Holdings
Filed 2016-05-16 | 342 holdings | $7.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $675.0K | 23,700 | 9.4% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $641.0K | 27,200 | 8.9% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $632.0K | 11,379 | 8.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $481.0K | 6,616 | 6.7% |
| Coty Inc(COTY) | COM CL A | 222070203 | $476.0K | 17,119 | 6.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $418.0K | 1,604 | 5.8% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $414.0K | 3,881 | 5.8% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $407.0K | 30,900 | 5.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $378.0K | 2,500 | 5.3% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $320.0K | 20,800 | 4.4% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $315.0K | 7,293 | 4.4% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $315.0K | 7,617 | 4.4% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $256.0K | 8,900 | 3.6% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $255.0K | 7,600 | 3.5% |
| Conmed Corp(CNMD) | COM | 207410101 | $252.0K | 6,000 | 3.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $229.0K | 2,894 | 3.2% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $226.0K | 10,425 | 3.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $204.0K | 5,600 | 2.8% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $138.0K | 14,653 | 1.9% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $62.0K | 11,100 | 0.9% |
| General MLS Inc(GIS) | COM | 370334104 | $1.2K | 18,156 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $968 | 14,303 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $936 | 8,200 | 0.0% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $935 | 8,105 | 0.0% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $787 | 18,200 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $764 | 16,106 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $730 | 8,527 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $720 | 5,460 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $715 | 15,300 | 0.0% |
| Gamestop Corp New(GME) | CL A | 36467W109 | $702 | 22,127 | 0.0% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $684 | 10,258 | 0.0% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $666 | 3,437 | 0.0% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $641 | 33,700 | 0.0% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $632 | 10,200 | 0.0% |
| Kellogg Co(KEL) | COM | 487836108 | $631 | 8,247 | 0.0% |
| FMC Technologies Inc | COM | 30249U101 | $626 | 22,887 | 0.0% |
| Aramark(ARMK) | COM | 03852U106 | $619 | 18,700 | 0.0% |
| Symantec Corp | COM | 871503108 | $590 | 32,100 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $585 | 13,421 | 0.0% |
| Avery Dennison Corp(AVY) | COM | 053611109 | $584 | 8,100 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $570 | 14,100 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $565 | 7,866 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $564 | 6,390 | 0.0% |
| Sally Beauty Hldgs Inc(SBH) | COM | 79546E104 | $554 | 17,100 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $549 | 16,600 | 0.0% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $542 | 9,523 | 0.0% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $538 | 10,489 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $529 | 18,900 | 0.0% |
| Brocade Communications SYS I | COM NEW | 111621306 | $527 | 49,830 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $523 | 13,088 | 0.0% |