Location: Little Rock, AR
CIK: 0001314440 · Show all filings
Period: Q4 2013 (← Previous) (Next →)
Filing Date: Feb 14, 2014
Total Value: $2.98B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| — | WAGEWORKS INC | 889,623 | $52.88M | 1.8% | $37.96 | — | COM | 930427109 |
| CSGP | COSTAR GROUP INC | 280,141 | $51.71M | 1.7% | $12.25 | +44.4% | COM | 22160N109 |
| ECPG | ENCORE CAP GROUP INC | 1,025,590 | $51.55M | 1.7% | $34.88 | +36.4% | COM | 292554102 |
| — | MEDIDATA SOLUTIONS INC | 775,358 | $46.96M | 1.6% | $71.21 | — | COM | 58471A105 |
| UNFI | UNITED NAT FOODS INC | 607,693 | $45.81M | 1.5% | $55.00 | +28.4% | COM | 911163103 |
| — | ASPEN TECHNOLOGY INC | 1,075,823 | $44.97M | 1.5% | $30.73 | — | COM | 045327103 |
| — | CARDTRONICS INC | 1,031,706 | $44.83M | 1.5% | $31.37 | — | COM | 14161H108 |
| PRLB | PROTO LABS INC | 608,280 | $43.3M | 1.5% | $58.37 | +32.8% | COM | 743713109 |
| NEOG | NEOGEN CORP | 946,477 | $43.25M | 1.5% | $14.75 | +17.9% | COM | 640491106 |
| CGNX | COGNEX CORP | 1,103,546 | $42.13M | 1.4% | $11.90 | +25.5% | COM | 192422103 |
| EEFT | EURONET WORLDWIDE INC | 864,728 | $41.38M | 1.4% | $32.35 | +38.8% | COM | 298736109 |
| SSYS | STRATASYS LTD | 303,222 | $40.84M | 1.4% | $85.15 | +35.8% | SHS | M85548101 |
| — | PORTFOLIO RECOVERY ASSOCS IN | 768,774 | $40.62M | 1.4% | $78.90 | — | COM | 73640Q105 |
| IMAX | IMAX CORP | 1,337,786 | $39.44M | 1.3% | $27.11 | +6.1% | COM | 45245E109 |
| — | ADVISORY BRD CO | 609,584 | $38.81M | 1.3% | $56.36 | — | COM | 00762W107 |
| — | CHUYS HLDGS INC | 1,056,267 | $38.05M | 1.3% | $37.13 | — | COM | 171604101 |
| — | ATHENAHEALTH INC | 280,486 | $37.73M | 1.3% | $92.77 | — | COM | 04685W103 |
| — | NATIONAL CINEMEDIA INC | 1,863,205 | $37.19M | 1.2% | $17.66 | — | COM | 635309107 |
| — | AKORN INC | 1,464,779 | $36.08M | 1.2% | $15.33 | — | COM | 009728106 |
| — | CEPHEID | 737,121 | $34.44M | 1.2% | $35.93 | — | COM | 15670R107 |
| — | KRISPY KREME DOUGHNUTS INC | 1,777,302 | $34.28M | 1.2% | $17.93 | — | COM | 501014104 |
| POWI | POWER INTEGRATIONS INC | 595,308 | $33.23M | 1.1% | $20.02 | +20.1% | COM | 739276103 |
| — | PROS HOLDINGS INC | 783,608 | $31.27M | 1.0% | $31.48 | — | COM | 74346Y103 |
| — | CORPORATE EXECUTIVE BRD CO | 401,414 | $31.08M | 1.0% | $66.49 | — | COM | 21988R102 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 650,663 | $30.8M | 1.0% | $34.29 | +26.7% | COM | 00404A109 |
| HTH | HILLTOP HOLDINGS INC | 1,329,919 | $30.76M | 1.0% | $15.67 | +30.0% | COM | 432748101 |
| — | DRIL-QUIP INC | 277,621 | $30.52M | 1.0% | $98.83 | — | COM | 262037104 |
| — | ANNIES INC | 700,088 | $30.13M | 1.0% | $44.94 | — | COM | 03600T104 |
| — | IPC THE HOSPITALIST CO INC | 504,522 | $29.96M | 1.0% | $51.24 | — | COM | 44984A105 |
| ICLR | ICON PLC | 739,927 | $29.9M | 1.0% | $34.46 | +15.4% | SHS | G4705A100 |
| — | ULTIMATE SOFTWARE GROUP INC | 193,960 | $29.72M | 1.0% | $127.58 | — | COM | 90385D107 |
| — | AARONS INC | 1,009,750 | $29.69M | 1.0% | $27.90 | — | COM PAR $0.50 | 002535300 |
| — | LIONS GATE ENTMNT CORP | 931,088 | $29.48M | 1.0% | $27.47 | — | COM NEW | 535919203 |
| — | HMS HLDGS CORP | 1,287,632 | $29.27M | 1.0% | $22.53 | — | COM | 40425J101 |
| PCRX | PACIRA PHARMACEUTICALS INC | 506,597 | $29.12M | 1.0% | $31.01 | +69.6% | COM | 695127100 |
| — | FIRST CASH FINL SVCS INC | 452,639 | $27.99M | 0.9% | $53.07 | — | COM | 31942D107 |
| — | BOULDER BRANDS INC | 1,759,345 | $27.9M | 0.9% | $13.20 | — | COM | 101405108 |
| — | TREEHOUSE FOODS INC | 402,812 | $27.76M | 0.9% | $66.83 | — | COM | 89469A104 |
| — | DREAMWORKS ANIMATION SKG INC | 773,115 | $27.45M | 0.9% | $28.46 | — | CL A | 26153C103 |
| — | PAREXEL INTL CORP | 604,185 | $27.3M | 0.9% | $46.99 | — | COM | 699462107 |
| — | CARRIZO OIL & GAS INC | 608,066 | $27.22M | 0.9% | $31.39 | — | COM | 144577103 |
| — | DEL FRISCOS RESTAURANT GROUP | 1,044,555 | $24.62M | 0.8% | $23.57 | — | COM | 245077102 |
| PRA | PROASSURANCE CORP | 505,731 | $24.52M | 0.8% | $49.87 | -6.5% | COM | 74267C106 |
| — | NUVASIVE INC | 723,752 | $23.4M | 0.8% | $24.71 | — | COM | 670704105 |
| — | SVB FINL GROUP | 217,756 | $22.83M | 0.8% | $84.35 | — | COM | 78486Q101 |
| — | CABELAS INC | 334,191 | $22.28M | 0.7% | $64.44 | — | COM | 126804301 |
| — | SHUTTERFLY INC | 430,963 | $21.95M | 0.7% | $54.85 | — | COM | 82568P304 |
| SMTC | SEMTECH CORP | 867,382 | $21.93M | 0.7% | $33.09 | -10.8% | COM | 816850101 |
| FTNT | FORTINET INC | 1,123,059 | $21.48M | 0.7% | $3.86 | +0.8% | COM | 34959E109 |
| ATRO | ASTRONICS CORP | 421,080 | $21.48M | 0.7% | $20.69 | +23.6% | COM | 046433108 |
| — | DEMANDWARE INC | 333,470 | $21.38M | 0.7% | $48.47 | — | COM | 24802Y105 |
| — | MICROS SYS INC | 365,551 | $20.97M | 0.7% | $45.81 | — | COM | 594901100 |
| — | SALIX PHARMACEUTICALS INC | 226,604 | $20.38M | 0.7% | $66.34 | — | COM | 795435106 |
| — | FORUM ENERGY TECHNOLOGIES IN | 719,831 | $20.34M | 0.7% | $29.29 | — | COM | 34984V100 |
| TBBK | BANCORP INC DEL | 1,104,395 | $19.78M | 0.7% | $16.39 | +6.8% | COM | 05969A105 |
| MWA | MUELLER WTR PRODS INC | 2,106,280 | $19.74M | 0.7% | $6.01 | +18.7% | COM SER A | 624758108 |
| — | VIEWPOINT FINL GROUP INC MD | 712,805 | $19.57M | 0.7% | $26.41 | — | COM | 92672A101 |
| DXPE | DXP ENTERPRISES INC NEW | 168,729 | $19.44M | 0.7% | $67.11 | +40.0% | COM NEW | 233377407 |
| — | PROOFPOINT INC | 584,460 | $19.39M | 0.7% | $32.25 | — | COM | 743424103 |
| — | GLOBAL EAGLE ENTMT INC | 1,298,325 | $19.31M | 0.6% | $14.87 | — | COM | 37951D102 |
| RBC | RBC BEARINGS INC | 271,038 | $19.18M | 0.6% | $59.76 | +12.5% | COM | 75524B104 |
| — | BUFFALO WILD WINGS INC | 129,667 | $19.09M | 0.6% | $99.70 | — | COM | 119848109 |
| TREX | TREX CO INC | 237,825 | $18.91M | 0.6% | $6.19 | +32.2% | COM | 89531P105 |
| HSTM | HEALTHSTREAM INC | 566,815 | $18.57M | 0.6% | $33.15 | +3.1% | COM | 42222N103 |
| — | VCA ANTECH INC | 576,138 | $18.07M | 0.6% | $26.45 | — | COM | 918194101 |
| — | MICROSEMI CORP | 717,771 | $17.91M | 0.6% | $23.24 | — | COM | 595137100 |
| MSM | MSC INDL DIRECT INC | 219,448 | $17.75M | 0.6% | $80.25 | -1.4% | CL A | 553530106 |
| — | CORNERSTONE ONDEMAND INC | 330,700 | $17.64M | 0.6% | $53.34 | — | COM | 21925Y103 |
| — | HITTITE MICROWAVE CORP | 283,947 | $17.53M | 0.6% | $60.54 | — | COM | 43365Y104 |
| — | INFOBLOX INC | 526,710 | $17.39M | 0.6% | $35.58 | — | COM | 45672H104 |
| — | ARUBA NETWORKS INC | 945,689 | $16.93M | 0.6% | $15.59 | — | COM | 043176106 |
| — | BEACON ROOFING SUPPLY INC | 419,272 | $16.89M | 0.6% | $37.60 | — | COM | 073685109 |
| — | CAVIUM INC | 487,096 | $16.81M | 0.6% | $36.86 | — | COM | 14964U108 |
| CLH | CLEAN HARBORS INC | 277,729 | $16.65M | 0.6% | $55.81 | +3.3% | COM | 184496107 |
| BCPC | BALCHEM CORP | 279,595 | $16.41M | 0.6% | $43.26 | +22.1% | COM | 057665200 |
| — | CUBIST PHARMACEUTICALS INC | 236,404 | $16.28M | 0.5% | $52.54 | — | COM | 229678107 |
| — | HERCULES OFFSHORE INC | 2,467,647 | $16.11M | 0.5% | $7.16 | — | COM | 427093109 |
| — | THORATEC CORP | 437,305 | $16M | 0.5% | $33.03 | — | COM NEW | 885175307 |
| TYL | TYLER TECHNOLOGIES INC | 156,485 | $15.98M | 0.5% | $67.83 | +43.2% | COM | 902252105 |
| — | MOVE INC | 985,710 | $15.76M | 0.5% | $14.79 | — | COM NEW | 62458M207 |
| — | ECHO GLOBAL LOGISTICS INC | 730,180 | $15.68M | 0.5% | $19.89 | — | COM | 27875T101 |
| — | PIONEER ENERGY SVCS CORP | 1,927,260 | $15.44M | 0.5% | $6.91 | — | COM | 723664108 |
| PSIX | POWER SOLUTIONS INTL INC | 201,444 | $15.13M | 0.5% | $48.66 | +34.7% | COM NEW | 73933G202 |
| — | RUCKUS WIRELESS INC | 1,065,104 | $15.12M | 0.5% | $14.21 | — | COM | 781220108 |
| — | NATIONAL INSTRS CORP | 462,279 | $14.8M | 0.5% | $28.97 | — | COM | 636518102 |
| EHTH | EHEALTH INC | 316,380 | $14.71M | 0.5% | $41.68 | 0.0% | COM | 28238P109 |
| — | KODIAK OIL & GAS CORP | 1,307,838 | $14.66M | 0.5% | $9.77 | — | COM | 50015Q100 |
| — | ATHLON ENERGY INC | 470,130 | $14.22M | 0.5% | $30.25 | — | COM | 047477104 |
| GTLS | CHART INDS INC | 148,192 | $14.17M | 0.5% | $96.14 | +9.4% | COM PAR $0.01 | 16115Q308 |
| — | SFX ENTMT INC | 1,165,090 | $13.98M | 0.5% | $12.00 | — | COM | 784178303 |
| EWBC | EAST WEST BANCORP INC | 397,943 | $13.92M | 0.5% | $19.91 | +29.6% | COM | 27579R104 |
| — | PACIFIC DRILLING SA LUXEMBOU | 1,210,579 | $13.87M | 0.5% | $10.14 | — | REG SHS | L7257P106 |
| EGHT | 8X8 INC NEW | 1,343,495 | $13.65M | 0.5% | $10.21 | 0.0% | COM | 282914100 |
| TTEK | TETRA TECH INC NEW | 479,374 | $13.41M | 0.5% | $5.14 | +5.1% | COM | 88162G103 |
| AYI | ACUITY BRANDS INC | 120,210 | $13.14M | 0.4% | $84.08 | +16.4% | COM | 00508Y102 |
| SSTK | SHUTTERSTOCK INC | 154,696 | $12.94M | 0.4% | $57.47 | +28.9% | COM | 825690100 |
| — | TECHNE CORP | 135,744 | $12.85M | 0.4% | $73.04 | — | COM | 878377100 |
| — | INCONTACT INC | 1,600,117 | $12.5M | 0.4% | $8.23 | — | COM | 45336E109 |
| TTI | TETRA TECHNOLOGIES INC DEL | 1,009,540 | $12.48M | 0.4% | $10.59 | +17.7% | COM | 88162F105 |
| ILMN | ILLUMINA INC | 111,840 | $12.37M | 0.4% | $79.58 | +15.1% | COM | 452327109 |
| — | PANDORA MEDIA INC | 457,485 | $12.17M | 0.4% | $18.91 | — | COM | 698354107 |
| MNRO | MONRO MUFFLER BRAKE INC | 214,225 | $12.07M | 0.4% | $49.37 | 0.0% | COM | 610236101 |
| — | VOLCANO CORPORATION | 547,170 | $11.96M | 0.4% | $20.15 | — | COM | 928645100 |
| LGND | LIGAND PHARMACEUTICALS INC | 226,325 | $11.9M | 0.4% | $28.87 | +12.9% | COM NEW | 53220K504 |
| — | ZIX CORP | 2,588,237 | $11.8M | 0.4% | $4.41 | — | COM | 98974P100 |
| — | MARLIN BUSINESS SVCS CORP | 465,551 | $11.73M | 0.4% | $23.39 | — | COM | 571157106 |
| — | QLIK TECHNOLOGIES INC | 429,825 | $11.45M | 0.4% | $30.42 | — | COM | 74733T105 |
| — | STEINER LEISURE LTD | 224,146 | $11.03M | 0.4% | $54.41 | — | ORD | P8744Y102 |
| — | RPX CORP | 641,606 | $10.84M | 0.4% | $17.08 | — | COM | 74972G103 |
| MMS | MAXIMUS INC | 245,290 | $10.79M | 0.4% | $38.68 | +19.1% | COM | 577933104 |
| BFH | ALLIANCE DATA SYSTEMS CORP | 40,555 | $10.66M | 0.4% | $143.04 | +15.3% | COM | 018581108 |
| — | HORNBECK OFFSHORE SVCS INC N | 215,509 | $10.61M | 0.4% | $54.03 | — | COM | 440543106 |
| LKQ | LKQ CORP | 317,615 | $10.45M | 0.4% | $26.05 | +12.5% | COM | 501889208 |
| — | DISCOVERY COMMUNICATNS NEW | 122,905 | $10.31M | 0.3% | $78.38 | — | COM SER C | 25470F302 |
| ICE | INTERCONTINENTALEXCHANGE GRO | 45,595 | $10.26M | 0.3% | $35.28 | 0.0% | COM | 45866F104 |
| — | RUDOLPH TECHNOLOGIES INC | 870,150 | $10.22M | 0.3% | $11.26 | — | COM | 781270103 |
| — | ROSETTA RESOURCES INC | 203,545 | $9.778M | 0.3% | $45.78 | — | COM | 777779307 |
| VRSK | VERISK ANALYTICS INC | 147,685 | $9.706M | 0.3% | $60.66 | +3.5% | CL A | 92345Y106 |
| — | CERNER CORP | 172,250 | $9.601M | 0.3% | $59.85 | — | COM | 156782104 |
| — | CORE LABORATORIES N V | 50,195 | $9.585M | 0.3% | $172.54 | — | COM | N22717107 |
| ROST | ROSS STORES INC | 124,820 | $9.353M | 0.3% | $30.91 | +7.8% | COM | 778296103 |
| — | EXONE CO | 151,670 | $9.17M | 0.3% | $57.52 | — | COM | 302104104 |
| — | PROCERA NETWORKS INC | 595,380 | $8.943M | 0.3% | $14.22 | — | COM NEW | 74269U203 |
| OII | OCEANEERING INTL INC | 108,895 | $8.59M | 0.3% | $78.47 | +3.5% | COM | 675232102 |
| KMX | CARMAX INC | 181,740 | $8.545M | 0.3% | $48.22 | +1.7% | COM | 143130102 |
| MYGN | MYRIAD GENETICS INC | 391,516 | $8.214M | 0.3% | $28.78 | -12.1% | COM | 62855J104 |
| — | CONTAINER STORE GROUP INC | 173,520 | $8.088M | 0.3% | $46.61 | — | COM | 210751103 |
| — | COVANCE INC | 84,087 | $7.405M | 0.2% | $84.81 | — | COM | 222816100 |
| MCHP | MICROCHIP TECHNOLOGY INC | 165,330 | $7.399M | 0.2% | $15.25 | +6.1% | COM | 595017104 |
| — | CATAMARAN CORP | 154,145 | $7.319M | 0.2% | $47.14 | — | COM | 148887102 |
| — | WHOLE FOODS MKT INC | 124,735 | $7.213M | 0.2% | $56.28 | — | COM | 966837106 |
| — | STERICYCLE INC | 62,030 | $7.206M | 0.2% | $114.10 | — | COM | 858912108 |
| — | AIRGAS INC | 63,660 | $7.12M | 0.2% | $105.24 | — | COM | 009363102 |
| IDXX | IDEXX LABS INC | 66,840 | $7.11M | 0.2% | $48.91 | +7.6% | COM | 45168D104 |
| ULTA | ULTA SALON COSMETCS & FRAG I | 72,280 | $6.976M | 0.2% | $106.95 | +9.6% | COM | 90384S303 |
| LULU | LULULEMON ATHLETICA INC | 112,900 | $6.664M | 0.2% | $69.77 | -1.6% | COM | 550021109 |
| MELI | MERCADOLIBRE INC | 55,140 | $5.944M | 0.2% | $107.14 | +9.8% | COM | 58733R102 |
| RRC | RANGE RES CORP | 70,150 | $5.914M | 0.2% | $77.60 | +0.2% | COM | 75281A109 |
| VRSN | VERISIGN INC | 95,805 | $5.727M | 0.2% | $49.67 | +9.9% | COM | 92343E102 |
| RMD | RESMED INC | 121,050 | $5.699M | 0.2% | $41.48 | +3.8% | COM | 761152107 |
| — | INTERMOLECULAR INC | 1,144,417 | $5.631M | 0.2% | $6.67 | — | COM | 45882D109 |
| CDNS | CADENCE DESIGN SYSTEM INC | 399,240 | $5.597M | 0.2% | $13.71 | -2.2% | COM | 127387108 |
| — | OASIS PETE INC NEW | 112,270 | $5.273M | 0.2% | $47.47 | — | COM | 674215108 |
| HOLX | HOLOGIC INC | 234,780 | $5.247M | 0.2% | $21.58 | +2.2% | COM | 436440101 |
| — | IHS INC | 43,360 | $5.19M | 0.2% | $113.48 | — | CL A | 451734107 |
| — | SUPERIOR ENERGY SVCS INC | 163,580 | $4.353M | 0.1% | $25.83 | — | COM | 868157108 |
| — | CREE INC | 61,540 | $3.851M | 0.1% | $61.88 | — | COM | 225447101 |
| — | ANSYS INC | 41,910 | $3.655M | 0.1% | $83.91 | — | COM | 03662Q105 |
| — | POTBELLY CORP | 144,810 | $3.516M | 0.1% | $24.28 | — | COM | 73754Y100 |
| URBN | URBAN OUTFITTERS INC | 94,420 | $3.503M | 0.1% | $39.89 | -6.1% | COM | 917047102 |
| — | CONCUR TECHNOLOGIES INC | 33,610 | $3.468M | 0.1% | $86.95 | — | COM | 206708109 |
| — | VOXELJET AG | 83,345 | $3.291M | 0.1% | $39.49 | — | ADS | 92912L107 |
| — | RED HAT INC | 54,600 | $3.06M | 0.1% | $47.32 | — | COM | 756577102 |
| AMG | AFFILIATED MANAGERS GROUP | 12,070 | $2.618M | 0.1% | $161.05 | +19.9% | COM | 008252108 |
| TSCO | TRACTOR SUPPLY CO | 31,895 | $2.474M | 0.1% | $10.07 | +19.7% | COM | 892356106 |
| — | B/E AEROSPACE INC | 26,175 | $2.278M | 0.1% | $67.66 | — | COM | 073302101 |
| — | MONSTER BEVERAGE CORP | 31,535 | $2.137M | 0.1% | $61.92 | — | COM | 611740101 |
| PII | POLARIS INDS INC | 14,410 | $2.099M | 0.1% | $94.23 | +42.1% | COM | 731068102 |
| FAST | FASTENAL CO | 36,320 | $1.726M | 0.1% | $8.72 | +0.4% | COM | 311900104 |
| UAA | UNDER ARMOUR INC | 19,160 | $1.673M | 0.1% | $15.51 | +32.1% | CL A | 904311107 |
| CHKP | CHECK POINT SOFTWARE TECH LT | 25,335 | $1.635M | 0.1% | $50.88 | +18.2% | ORD | M22465104 |
| BF/B | BROWN FORMAN CORP | 21,295 | $1.609M | 0.1% | $22.90 | +4.2% | CL B | 115637209 |
| HSIC | SCHEIN HENRY INC | 13,265 | $1.516M | 0.1% | $38.02 | +15.1% | COM | 806407102 |
| — | QIAGEN NV | 62,870 | $1.497M | 0.1% | $20.65 | — | REG SHS | N72482107 |
| CNK | CINEMARK HOLDINGS INC | 43,360 | $1.445M | 0.0% | $23.73 | +10.8% | COM | 17243V102 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,665 | $1.42M | 0.0% | $8.43 | +20.7% | COM | 169656105 |
| CRM | SALESFORCE COM INC | 24,625 | $1.359M | 0.0% | $42.63 | +24.0% | COM | 79466L302 |
| — | LAM RESEARCH CORP | 24,684 | $1.344M | 0.0% | $46.31 | — | COM | 512807108 |
| — | FMC TECHNOLOGIES INC | 25,015 | $1.306M | 0.0% | $55.12 | — | COM | 30249U101 |
| EA | ELECTRONIC ARTS INC | 56,735 | $1.302M | 0.0% | $24.36 | -4.2% | COM | 285512109 |
| — | SANDISK CORP | 17,950 | $1.266M | 0.0% | $62.81 | — | COM | 80004C101 |
| — | NORDSTROM INC | 20,230 | $1.25M | 0.0% | $60.25 | — | COM | 655664100 |
| — | ARM HLDGS PLC | 22,465 | $1.23M | 0.0% | $38.64 | — | SPONSORED ADR | 042068106 |
| — | SHIRE PLC | 8,400 | $1.187M | 0.0% | $103.89 | — | SPONSORED ADR | 82481R106 |
| — | WHITING PETE CORP NEW | 18,515 | $1.146M | 0.0% | $54.17 | — | COM | 966387102 |
| — | PALL CORP | 13,235 | $1.13M | 0.0% | $70.06 | — | COM | 696429307 |
| DDD | 3-D SYS CORP DEL | 11,300 | $1.05M | 0.0% | $60.33 | +16.2% | COM NEW | 88554D205 |
| — | PIONEER NAT RES CO | 5,685 | $1.046M | 0.0% | $152.24 | — | COM | 723787107 |
| TRMB | TRIMBLE NAVIGATION LTD | 28,870 | $1.002M | 0.0% | $28.35 | +11.2% | COM | 896239100 |
| — | XILINX INC | 21,715 | $997K | 0.0% | $46.70 | — | COM | 983919101 |
| — | ALEXION PHARMACEUTICALS INC | 7,315 | $973K | 0.0% | $99.96 | — | COM | 015351109 |
| TSLA | TESLA MTRS INC | 6,290 | $946K | 0.0% | $5.50 | +85.8% | COM | 88160R101 |
| — | SOUTHWESTERN ENERGY CO | 23,995 | $944K | 0.0% | $36.92 | — | COM | 845467109 |
| — | VARIAN MED SYS INC | 12,055 | $937K | 0.0% | $69.41 | — | COM | 92220P105 |
| AKAM | AKAMAI TECHNOLOGIES INC | 19,805 | $934K | 0.0% | $41.91 | +12.6% | COM | 00971T101 |
| — | SIRONA DENTAL SYSTEMS INC | 13,260 | $931K | 0.0% | $66.70 | — | COM | 82966C103 |
| NFLX | NETFLIX INC | 2,185 | $804K | 0.0% | $4.91 | 0.0% | COM | 64110L106 |
| JBHT | HUNT J B TRANS SVCS INC | 10,255 | $793K | 0.0% | $64.57 | +2.9% | COM | 445658107 |
| ROP | ROPER INDS INC NEW | 5,670 | $786K | 0.0% | $114.93 | +5.1% | COM | 776696106 |
| VMI | VALMONT INDS INC | 5,235 | $781K | 0.0% | $146.58 | -3.6% | COM | 920253101 |
| — | TOWERS WATSON & CO | 6,060 | $773K | 0.0% | $127.56 | — | CL A | 891894107 |
| PANW | PALO ALTO NETWORKS INC | 13,305 | $765K | 0.0% | $8.31 | -4.6% | COM | 697435105 |
| — | FIREEYE INC | 15,235 | $664K | 0.0% | $43.58 | — | COM | 31816Q101 |
| IPGP | IPG PHOTONICS CORP | 6,090 | $473K | 0.0% | $62.32 | +9.1% | COM | 44980X109 |
| AMZN | AMAZON COM INC | 150 | $60,000 | 0.0% | $13.32 | +35.0% | COM | 023135106 |
| TJX | TJX COS INC NEW | 825 | $53,000 | 0.0% | $20.82 | +23.5% | COM | 872540109 |
| DIS | DISNEY WALT CO | 650 | $50,000 | 0.0% | $56.11 | +9.9% | COM DISNEY | 254687106 |
| — | MONSANTO CO NEW | 420 | $49,000 | 0.0% | $97.62 | — | COM | 61166W101 |
| AMAT | APPLIED MATLS INC | 2,395 | $42,000 | 0.0% | $13.76 | +8.0% | COM | 038222105 |
| — | GOOGLE INC | 30 | $34,000 | 0.0% | $1133.33 | — | CL A | 38259P508 |
| — | NATIONAL OILWELL VARCO INC | 420 | $33,000 | 0.0% | $72.45 | — | COM | 637071101 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1,642 | $29,000 | 0.0% | $18.27 | — | SPONSORED ADR | 874039100 |