Q1 2014 Holdings
Filed 2014-05-12 | 43 holdings | $816.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Starwood Hotels&resorts Wrld | COM | 85590A401 | $40.6K | 509,600 | 5.0% |
| Google Inc | CL A | 38259P508 | $38.3K | 34,320 | 4.7% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $35.8K | 707,200 | 4.4% |
| Colfax Corp | COM | 194014106 | $35.1K | 491,698 | 4.3% |
| Delphi Automotive PLC | SHS | G27823106 | $33.3K | 491,400 | 4.1% |
| Tyco International LTD | SHS | H89128104 | $32.0K | 755,040 | 3.9% |
| Crown Castle Intl Corp | COM | 228227104 | $31.1K | 421,328 | 3.8% |
| Boeing Co(BA) | COM | 097023105 | $30.5K | 242,752 | 3.7% |
| LKQ Corp(LKQ) | COM | 501889208 | $30.3K | 1,148,200 | 3.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $29.3K | 158,340 | 3.6% |
| Hdfc Bank LTD(HDB) | ADR REPS 3 SHS | 40415F101 | $25.6K | 624,000 | 3.1% |
| TRW Automotive Hldgs Corp | COM | 87264S106 | $23.3K | 286,000 | 2.9% |
| General Mtrs Co(GM) | COM | 37045V100 | $23.3K | 676,000 | 2.8% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $21.5K | 556,920 | 2.6% |
| Mcgraw Hill COS Inc | COM | 580645109 | $21.4K | 280,800 | 2.6% |
| Kirby Corp(KEX) | COM | 497266106 | $21.1K | 208,000 | 2.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $19.6K | 400,400 | 2.4% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $18.7K | 200,200 | 2.3% |
| GNC Hldgs Inc | COM CL A | 36191G107 | $18.5K | 419,880 | 2.3% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $18.2K | 617,413 | 2.2% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $16.7K | 582,400 | 2.0% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $16.5K | 156,000 | 2.0% |
| Kate Spade & Co | COM | 485865109 | $16.5K | 444,600 | 2.0% |
| Home Depot Inc(HD) | COM | 437076102 | $16.5K | 208,000 | 2.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $16.5K | 228,800 | 2.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $16.3K | 384,800 | 2.0% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $14.7K | 644,800 | 1.8% |
| Moodys Corp(MCO) | COM | 615369105 | $14.5K | 183,040 | 1.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $14.0K | 93,600 | 1.7% |
| Cabelas Inc | COM | 126804301 | $13.6K | 208,000 | 1.7% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $13.0K | 464,000 | 1.6% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $12.9K | 239,200 | 1.6% |
| Steelcase Inc(GJB) | CL A | 858155203 | $12.1K | 728,000 | 1.5% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $11.8K | 283,000 | 1.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $11.2K | 52,000 | 1.4% |
| Landstar SYS Inc(LSTR) | COM | 515098101 | $10.5K | 176,800 | 1.3% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $8.9K | 176,800 | 1.1% |
| WEX Inc(WEX) | COM | 96208T104 | $7.9K | 83,004 | 1.0% |
| Abengoa SA | SP ADR REP B | 00289R201 | $7.0K | 300,000 | 0.9% |
| Rentrak Corp | COM | 760174102 | $6.9K | 113,988 | 0.8% |
| Pandora Media Inc | COM | 698354107 | $6.3K | 208,000 | 0.8% |
| Gentex Corp(GNTX) | COM | 371901109 | $3.3K | 104,000 | 0.4% |
| Insperity Inc(NSP) | COM | 45778Q107 | $2.0K | 63,820 | 0.2% |