Q3 2013 Holdings
Filed 2013-10-17 | 23 holdings | $425.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Asml Holding N V Holding N V N(ASML) | COM | N07059210 | $57.2K | 579,591 | 13.5% |
| Taiwan Semiconductor MFG Co SP(TSM) | ADR | 874039100 | $48.6K | 2,867,016 | 11.4% |
| Schlumberger LTD COM(SLB) | COM | 806857108 | $46.7K | 528,440 | 11.0% |
| Lululemon Athletica Inc.(LULU) | COM | 550021109 | $46.0K | 628,950 | 10.8% |
| Delphi Automotive PLC | COM | G27823106 | $44.7K | 765,590 | 10.5% |
| Sensata Technologies Holding N(ST) | COM | N7902X106 | $34.0K | 889,226 | 8.0% |
| Novo Nordisk A.S. ADR Formerly(NVO) | ADR | 670100205 | $32.9K | 194,478 | 7.7% |
| Check Point Software Technolog(CHKP) | COM | M22465104 | $17.0K | 300,038 | 4.0% |
| Potash Corp of Saskatchewan in | COM | 73755L107 | $11.8K | 376,232 | 2.8% |
| EMC Corp (Mass) COM | COM | 268648102 | $9.3K | 364,952 | 2.2% |
| Priceline | COM | 741503403 | $8.8K | 8,696 | 2.1% |
| Google Inc CL A | COM | 38259P508 | $7.9K | 9,018 | 1.9% |
| Solarwinds Inc | COM | 83416B109 | $7.9K | 224,472 | 1.9% |
| Cognizant Technology Solutions(CTSH) | COM | 192446102 | $7.7K | 93,838 | 1.8% |
| Regeneron Pharmaceuticals, Inc(REGN) | COM | 75886F107 | $7.6K | 24,208 | 1.8% |
| Express Scripts Holding Co | COM | 30219G108 | $6.9K | 111,074 | 1.6% |
| Qualcomm Incorporated(QCOM) | COM | 747525103 | $6.3K | 93,182 | 1.5% |
| Apple Inc COM(AAPL) | COM | 037833100 | $4.8K | 10,162 | 1.1% |
| WW Grainger Inc.(GWW) | COM | 384802104 | $4.5K | 17,148 | 1.1% |
| Goldman Sachs Group Inc COM(GS) | COM | 38141G104 | $4.4K | 27,986 | 1.0% |
| Ebay(EBAY) | COM | 278642103 | $3.6K | 64,834 | 0.9% |
| Workday Inc.(WDAY) | COM | 98138H101 | $3.4K | 41,978 | 0.8% |
| Green Mountain Coffee Roasters | COM | 393122106 | $3.3K | 44,280 | 0.8% |