Q2 2013 Holdings
Filed 2013-08-15 | 17 holdings | $566.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WuXi Pharmatech | COM | 929352102 | $73.8K | 3,521,865 | 13.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $62.2K | 1,943,099 | 11.0% |
| Carnival Corp.(CCL) | COM | 143658300 | $61.3K | 1,668,953 | 10.8% |
| FTI Consulting Inc.(FCN) | COM | 302941109 | $56.6K | 1,530,210 | 10.0% |
| Grupo Televisa SA(TLV) | COM | 40049J206 | $54.7K | 2,119,655 | 9.7% |
| Archer-Daniels-Midland Co.(ADM) | COM | 039483102 | $47.4K | 1,295,719 | 8.4% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $41.9K | 407,415 | 7.4% |
| II-VI Inc | COM | 902104108 | $40.4K | 2,276,157 | 7.1% |
| Google Inc | COM | 38259P508 | $26.2K | 29,000 | 4.6% |
| McKesson Corp(MCK) | COM | 58155Q103 | $25.9K | 220,000 | 4.6% |
| eBay Inc.(EBAY) | COM | 278642103 | $18.9K | 365,501 | 3.3% |
| Mindray Medical Int'l | COM | 602675100 | $16.6K | 425,000 | 2.9% |
| AeroVironment Inc(AVAV) | COM | 008073108 | $13.7K | 600,778 | 2.4% |
| Astec Industries Inc.(ASTE) | COM | 046224101 | $10.6K | 287,440 | 1.9% |
| Arcos Dorados Holdings Inc(ARCO) | COM | G0457F107 | $7.8K | 670,000 | 1.4% |
| Synopsis Inc(SNPS) | COM | 871607107 | $4.8K | 127,070 | 0.8% |
| Towers Watson & Company | COM | 891894107 | $3.8K | 45,000 | 0.7% |