Q1 2015 Holdings
Filed 2015-05-15 | 407 holdings | $257.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $3.4M | 27,500 | 1.3% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $5.5M | 200,000 | 2.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.9M | 67,880 | 3.1% |
| Cummins Inc(CMI) | COM | 231021106 | $11.9M | 86,000 | 4.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $16.3M | 275,000 | 6.3% |
| CB Richard Ellis Group Inc(CBRE) | CL A | 12504L109 | $21.3M | 550,000 | 8.3% |
| Alibaba Group Holding Ltd(BABA) | SPONSORED ADS | 01609W102 | $176.9M | 2,125,252 | 68.6% |