Q2 2013 Holdings
Filed 2013-07-22 | 26 holdings | $129.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Delphi Automotive PLC | COM | G27823106 | $12.1K | 237,977 | 9.3% |
| Lululemon Athletica Inc.(LULU) | COM | 550021109 | $10.3K | 157,635 | 8.0% |
| Asml Holding N V Holding N V N(ASML) | COM | N07059210 | $10.0K | 127,030 | 7.8% |
| Schlumberger LTD COM(SLB) | COM | 806857108 | $8.4K | 117,337 | 6.5% |
| Taiwan Semiconductor MFG Co SP(TSM) | ADR | 874039100 | $7.9K | 429,645 | 6.1% |
| Sensata Technologies Holding N(ST) | COM | N7902X106 | $7.8K | 222,970 | 6.0% |
| Potash Corp of Saskatchewan in | COM | 73755L107 | $7.0K | 183,677 | 5.4% |
| Novo Nordisk A.S. ADR Formerly(NVO) | ADR | 670100205 | $7.0K | 44,985 | 5.4% |
| Accenture PLC(ACN) | COM | G1151C101 | $5.3K | 74,066 | 4.1% |
| Apple Inc COM(AAPL) | COM | 037833100 | $4.7K | 11,890 | 3.6% |
| Express Scripts Holding Co | COM | 30219G108 | $4.6K | 75,350 | 3.6% |
| ABB LTD Sponsored ADR(ABJA) | ADR | 000375204 | $4.4K | 203,887 | 3.4% |
| EMC Corp (Mass) COM | COM | 268648102 | $4.3K | 183,788 | 3.4% |
| Google Inc CL A | COM | 38259P508 | $4.0K | 4,537 | 3.1% |
| Companhia de Bebidas DAS Amers | ADR | 20441W203 | $4.0K | 106,660 | 3.1% |
| Priceline | COM | 741503403 | $3.6K | 4,348 | 2.8% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $3.4K | 22,381 | 2.6% |
| Cognizant Technology Solutions(CTSH) | COM | 192446102 | $3.0K | 47,606 | 2.3% |
| Qualcomm Incorporated(QCOM) | COM | 747525103 | $2.8K | 46,591 | 2.2% |
| Regeneron Pharmaceuticals, Inc(REGN) | COM | 75886F107 | $2.7K | 12,104 | 2.1% |
| Check Point Software Technolog(CHKP) | COM | M22465104 | $2.7K | 54,317 | 2.1% |
| WW Grainger Inc.(GWW) | COM | 384802104 | $2.2K | 8,574 | 1.7% |
| Solarwinds Inc | COM | 83416B109 | $2.1K | 54,422 | 1.6% |
| Ebay(EBAY) | COM | 278642103 | $1.7K | 32,417 | 1.3% |
| Green Mountain Coffee Roasters | COM | 393122106 | $1.7K | 22,308 | 1.3% |
| Workday Inc.(WDAY) | COM | 98138H101 | $1.3K | 20,989 | 1.0% |