Location: Little Rock, AR
CIK: 0001314440 · Show all filings
Period: Q1 2014 (← Previous) (Next →)
Filing Date: May 13, 2014
Total Value: $3.28B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC | 297,651 | $55.58M | 1.7% | $12.64 | +49.2% | COM | 22160N109 |
| — | WAGEWORKS INC | 935,468 | $52.49M | 1.6% | $38.85 | — | COM | 930427109 |
| — | MEDIDATA SOLUTIONS INC | 888,063 | $48.26M | 1.5% | $69.07 | — | COM | 58471A105 |
| UNFI | UNITED NAT FOODS INC | 679,168 | $48.17M | 1.5% | $56.71 | +25.7% | COM | 911163103 |
| — | ASPEN TECHNOLOGY INC | 1,136,103 | $48.13M | 1.5% | $31.34 | — | COM | 045327103 |
| ECPG | ENCORE CAP GROUP INC | 1,052,420 | $48.1M | 1.5% | $35.22 | +37.0% | COM | 292554102 |
| NEOG | NEOGEN CORP | 1,056,002 | $47.47M | 1.4% | $14.91 | +9.6% | COM | 640491106 |
| PRLB | PROTO LABS INC | 680,565 | $46.05M | 1.4% | $60.07 | +23.8% | COM | 743713109 |
| — | ATHENAHEALTH INC | 287,206 | $46.02M | 1.4% | $94.35 | — | COM | 04685W103 |
| — | CHUYS HLDGS INC | 1,065,537 | $45.97M | 1.4% | $37.13 | — | COM | 171604101 |
| — | CARDTRONICS INC | 1,181,001 | $45.88M | 1.4% | $32.31 | — | COM | 14161H108 |
| — | ADVISORY BRD CO | 686,789 | $44.13M | 1.3% | $57.25 | — | COM | 00762W107 |
| — | PORTFOLIO RECOVERY ASSOCS IN | 749,849 | $43.39M | 1.3% | $78.90 | — | COM | 73640Q105 |
| CGNX | COGNEX CORP | 1,262,111 | $42.73M | 1.3% | $12.56 | +36.6% | COM | 192422103 |
| — | CEPHEID | 815,011 | $42.04M | 1.3% | $37.43 | — | COM | 15670R107 |
| POWI | POWER INTEGRATIONS INC | 634,528 | $41.74M | 1.3% | $20.45 | +32.2% | COM | 739276103 |
| EEFT | EURONET WORLDWIDE INC | 993,353 | $41.31M | 1.3% | $33.53 | +23.7% | COM | 298736109 |
| IMAX | IMAX CORP | 1,488,631 | $40.68M | 1.2% | $27.13 | +0.7% | COM | 45245E109 |
| — | KRISPY KREME DOUGHNUTS INC | 2,251,637 | $39.92M | 1.2% | $17.89 | — | COM | 501014104 |
| HTH | HILLTOP HOLDINGS INC | 1,567,859 | $37.3M | 1.1% | $16.90 | +40.6% | COM | 432748101 |
| SSYS | STRATASYS LTD | 339,747 | $36.04M | 1.1% | $88.85 | +34.6% | SHS | M85548101 |
| — | AKORN INC | 1,634,694 | $35.96M | 1.1% | $16.02 | — | COM | 009728106 |
| — | ANNIES INC | 873,493 | $35.11M | 1.1% | $43.99 | — | COM | 03600T104 |
| — | DRIL-QUIP INC | 312,776 | $35.06M | 1.1% | $100.32 | — | COM | 262037104 |
| — | TREEHOUSE FOODS INC | 486,137 | $35M | 1.1% | $67.72 | — | COM | 89469A104 |
| PCRX | PACIRA PHARMACEUTICALS INC | 498,422 | $34.88M | 1.1% | $31.01 | +119.3% | COM | 695127100 |
| ICLR | ICON PLC | 718,002 | $34.14M | 1.0% | $34.46 | +29.4% | SHS | G4705A100 |
| — | NATIONAL CINEMEDIA INC | 2,275,015 | $34.13M | 1.0% | $17.18 | — | COM | 635309107 |
| — | PAREXEL INTL CORP | 627,065 | $33.92M | 1.0% | $47.25 | — | COM | 699462107 |
| — | LIONS GATE ENTMNT CORP | 1,265,533 | $33.83M | 1.0% | $27.27 | — | COM NEW | 535919203 |
| — | CORPORATE EXECUTIVE BRD CO | 449,679 | $33.38M | 1.0% | $67.32 | — | COM | 21988R102 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 732,498 | $33.05M | 1.0% | $35.97 | +37.2% | COM | 00404A109 |
| — | DEL FRISCOS RESTAURANT GROUP | 1,173,045 | $32.73M | 1.0% | $24.04 | — | COM | 245077102 |
| — | SVB FINL GROUP | 250,496 | $32.26M | 1.0% | $90.16 | — | COM | 78486Q101 |
| — | CARRIZO OIL & GAS INC | 599,966 | $32.07M | 1.0% | $31.39 | — | COM | 144577103 |
| ATRO | ASTRONICS CORP | 486,683 | $30.86M | 0.9% | $22.32 | +46.9% | COM | 046433108 |
| — | NUVASIVE INC | 798,402 | $30.67M | 0.9% | $25.99 | — | COM | 670704105 |
| — | IPC THE HOSPITALIST CO INC | 622,107 | $30.53M | 0.9% | $50.83 | — | COM | 44984A105 |
| — | DREAMWORKS ANIMATION SKG INC | 1,130,935 | $30.03M | 0.9% | $27.86 | — | CL A | 26153C103 |
| — | ULTIMATE SOFTWARE GROUP INC | 216,665 | $29.68M | 0.9% | $128.57 | — | COM | 90385D107 |
| EHTH | EHEALTH INC | 566,375 | $28.77M | 0.9% | $46.27 | +12.5% | COM | 28238P109 |
| — | DEMANDWARE INC | 447,790 | $28.68M | 0.9% | $52.45 | — | COM | 24802Y105 |
| FTNT | FORTINET INC | 1,299,374 | $28.63M | 0.9% | $3.93 | +11.2% | COM | 34959E109 |
| — | PROS HOLDINGS INC | 880,483 | $27.74M | 0.8% | $31.48 | — | COM | 74346Y103 |
| — | BOULDER BRANDS INC | 1,569,750 | $27.66M | 0.8% | $13.20 | — | COM | 101405108 |
| — | HMS HLDGS CORP | 1,433,392 | $27.31M | 0.8% | $22.17 | — | COM | 40425J101 |
| — | FORUM ENERGY TECHNOLOGIES IN | 850,501 | $26.35M | 0.8% | $29.55 | — | COM | 34984V100 |
| — | ATHLON ENERGY INC | 736,660 | $26.11M | 0.8% | $32.13 | — | COM | 047477104 |
| — | CABELAS INC | 392,621 | $25.72M | 0.8% | $64.60 | — | COM | 126804301 |
| SMTC | SEMTECH CORP | 970,307 | $24.59M | 0.7% | $32.16 | -24.3% | COM | 816850101 |
| — | SALIX PHARMACEUTICALS INC | 235,084 | $24.36M | 0.7% | $67.69 | — | COM | 795435106 |
| — | PROOFPOINT INC | 655,865 | $24.32M | 0.7% | $32.77 | — | COM | 743424103 |
| — | CAVIUM INC | 543,326 | $23.76M | 0.7% | $37.57 | — | COM | 14964U108 |
| — | VIEWPOINT FINL GROUP INC MD | 812,925 | $23.45M | 0.7% | $26.71 | — | COM | 92672A101 |
| — | PIONEER ENERGY SVCS CORP | 1,763,555 | $22.84M | 0.7% | $6.91 | — | COM | 723664108 |
| MWA | MUELLER WTR PRODS INC | 2,382,235 | $22.63M | 0.7% | $6.20 | +24.0% | COM SER A | 624758108 |
| — | MICROS SYS INC | 413,221 | $21.87M | 0.7% | $46.64 | — | COM | 594901100 |
| TBBK | BANCORP INC DEL | 1,150,360 | $21.64M | 0.7% | $16.49 | +14.5% | COM | 05969A105 |
| MSM | MSC INDL DIRECT INC | 247,433 | $21.41M | 0.7% | $80.81 | +5.4% | CL A | 553530106 |
| — | BUFFALO WILD WINGS INC | 143,407 | $21.35M | 0.7% | $104.41 | — | COM | 119848109 |
| RBC | RBC BEARINGS INC | 327,328 | $20.85M | 0.6% | $60.74 | +7.8% | COM | 75524B104 |
| MNRO | MONRO MUFFLER BRAKE INC | 359,585 | $20.45M | 0.6% | $52.55 | +8.9% | COM | 610236101 |
| HSTM | HEALTHSTREAM INC | 761,715 | $20.34M | 0.6% | $32.27 | -7.9% | COM | 42222N103 |
| — | CORNERSTONE ONDEMAND INC | 415,905 | $19.91M | 0.6% | $52.22 | — | COM | 21925Y103 |
| — | HITTITE MICROWAVE CORP | 315,577 | $19.89M | 0.6% | $60.79 | — | COM | 43365Y104 |
| — | ARUBA NETWORKS INC | 1,051,834 | $19.72M | 0.6% | $15.91 | — | COM | 043176106 |
| ILMN | ILLUMINA INC | 131,725 | $19.58M | 0.6% | $89.75 | +63.7% | COM | 452327109 |
| LGND | LIGAND PHARMACEUTICALS INC | 288,929 | $19.43M | 0.6% | $31.65 | +31.7% | COM NEW | 53220K504 |
| — | VCA ANTECH INC | 597,003 | $19.24M | 0.6% | $26.66 | — | COM | 918194101 |
| — | MICROSEMI CORP | 744,881 | $18.64M | 0.6% | $23.30 | — | COM | 595137100 |
| — | CUBIST PHARMACEUTICALS INC | 252,054 | $18.44M | 0.6% | $53.82 | — | COM | 229678107 |
| — | GLOBAL EAGLE ENTMT INC | 1,165,345 | $18.39M | 0.6% | $14.87 | — | COM | 37951D102 |
| AYI | ACUITY BRANDS INC | 136,825 | $18.14M | 0.6% | $89.30 | +42.3% | COM | 00508Y102 |
| TREX | TREX CO INC | 246,210 | $18.01M | 0.5% | $6.28 | +42.4% | COM | 89531P105 |
| EGHT | 8X8 INC NEW | 1,631,485 | $17.64M | 0.5% | $10.27 | +2.5% | COM | 282914100 |
| — | NATIONAL INSTRS CORP | 606,939 | $17.41M | 0.5% | $28.90 | — | COM | 636518102 |
| — | C&J ENERGY SVCS INC | 581,560 | $16.96M | 0.5% | $29.16 | — | COM | 12467B304 |
| — | BEACON ROOFING SUPPLY INC | 436,087 | $16.86M | 0.5% | $37.64 | — | COM | 073685109 |
| DXPE | DXP ENTERPRISES INC NEW | 175,069 | $16.62M | 0.5% | $68.32 | +47.3% | COM NEW | 233377407 |
| — | INCONTACT INC | 1,722,967 | $16.54M | 0.5% | $8.33 | — | COM | 45336E109 |
| — | KODIAK OIL & GAS CORP | 1,362,458 | $16.54M | 0.5% | $9.86 | — | COM | 50015Q100 |
| — | THORATEC CORP | 456,170 | $16.34M | 0.5% | $33.14 | — | COM NEW | 885175307 |
| BCPC | BALCHEM CORP | 311,215 | $16.22M | 0.5% | $43.99 | +14.6% | COM | 057665200 |
| MMS | MAXIMUS INC | 359,320 | $16.12M | 0.5% | $40.75 | +10.9% | COM | 577933104 |
| PSIX | POWER SOLUTIONS INTL INC | 209,149 | $15.72M | 0.5% | $49.53 | +45.7% | COM NEW | 73933G202 |
| — | QLIK TECHNOLOGIES INC | 589,135 | $15.66M | 0.5% | $29.39 | — | COM | 74733T105 |
| — | SHUTTERFLY INC | 364,603 | $15.56M | 0.5% | $54.85 | — | COM | 82568P304 |
| EWBC | EAST WEST BANCORP INC | 412,923 | $15.07M | 0.5% | $20.17 | +33.5% | COM | 27579R104 |
| BFH | ALLIANCE DATA SYSTEMS CORP | 54,355 | $14.81M | 0.5% | $153.82 | +20.6% | COM | 018581108 |
| TTEK | TETRA TECH INC NEW | 499,089 | $14.77M | 0.5% | $5.16 | +12.8% | COM | 88162G103 |
| — | TRISTATE CAP HLDGS INC | 1,038,370 | $14.76M | 0.4% | $14.21 | — | COM | 89678F100 |
| — | RUCKUS WIRELESS INC | 1,186,539 | $14.43M | 0.4% | $14.00 | — | COM | 781220108 |
| MYGN | MYRIAD GENETICS INC | 407,556 | $13.93M | 0.4% | $28.87 | +7.3% | COM | 62855J104 |
| — | PANDORA MEDIA INC | 454,325 | $13.78M | 0.4% | $18.91 | — | COM | 698354107 |
| TYL | TYLER TECHNOLOGIES INC | 163,130 | $13.65M | 0.4% | $69.00 | +39.9% | COM | 902252105 |
| IRBTQ | IROBOT CORP | 328,330 | $13.48M | 0.4% | $40.05 | 0.0% | COM | 462726100 |
| TTI | TETRA TECHNOLOGIES INC DEL | 1,052,260 | $13.47M | 0.4% | $10.63 | +8.9% | COM | 88162F105 |
| GTLS | CHART INDS INC | 166,097 | $13.21M | 0.4% | $95.06 | -9.4% | COM PAR $0.01 | 16115Q308 |
| — | CORE LABORATORIES N V | 65,745 | $13.05M | 0.4% | $178.67 | — | COM | N22717107 |
| — | DISCOVERY COMMUNICATNS NEW | 165,105 | $12.72M | 0.4% | $78.04 | — | COM SER C | 25470F302 |
| — | CERNER CORP | 225,900 | $12.71M | 0.4% | $58.99 | — | COM | 156782104 |
| — | ECHO GLOBAL LOGISTICS INC | 683,350 | $12.52M | 0.4% | $19.89 | — | COM | 27875T101 |
| VRSK | VERISK ANALYTICS INC | 202,985 | $12.17M | 0.4% | $60.62 | -0.2% | CL A | 92345Y106 |
| ICE | INTERCONTINENTALEXCHANGE GRO | 61,205 | $12.11M | 0.4% | $35.53 | +2.1% | COM | 45866F104 |
| — | TECHNE CORP | 140,514 | $12M | 0.4% | $73.46 | — | COM | 878377100 |
| — | MOVE INC | 1,027,070 | $11.87M | 0.4% | $14.66 | — | COM NEW | 62458M207 |
| ROST | ROSS STORES INC | 165,270 | $11.82M | 0.4% | $31.07 | +1.5% | COM | 778296103 |
| SSTK | SHUTTERSTOCK INC | 161,441 | $11.72M | 0.4% | $58.60 | +44.2% | COM | 825690100 |
| — | COVANCE INC | 111,687 | $11.6M | 0.4% | $89.53 | — | COM | 222816100 |
| KMX | CARMAX INC | 242,190 | $11.33M | 0.3% | $47.84 | -2.4% | COM | 143130102 |
| LKQ | LKQ CORP | 419,515 | $11.05M | 0.3% | $25.82 | -2.8% | COM | 501889208 |
| — | INFOBLOX INC | 550,625 | $11.05M | 0.3% | $34.91 | — | COM | 45672H104 |
| MPAA | MOTORCAR PTS AMER INC | 410,515 | $10.91M | 0.3% | $22.81 | 0.0% | COM | 620071100 |
| — | RPX CORP | 668,646 | $10.89M | 0.3% | $17.04 | — | COM | 74972G103 |
| IDXX | IDEXX LABS INC | 89,340 | $10.85M | 0.3% | $51.59 | +15.5% | COM | 45168D104 |
| MCHP | MICROCHIP TECHNOLOGY INC | 219,680 | $10.49M | 0.3% | $15.87 | +11.9% | COM | 595017104 |
| — | RUDOLPH TECHNOLOGIES INC | 907,105 | $10.35M | 0.3% | $11.26 | — | COM | 781270103 |
| OII | OCEANEERING INTL INC | 143,170 | $10.29M | 0.3% | $76.83 | -6.8% | COM | 675232102 |
| CLH | CLEAN HARBORS INC | 186,079 | $10.2M | 0.3% | $55.81 | -2.4% | COM | 184496107 |
| — | MARLIN BUSINESS SVCS CORP | 477,976 | $9.947M | 0.3% | $23.32 | — | COM | 571157106 |
| — | WHOLE FOODS MKT INC | 194,995 | $9.888M | 0.3% | $54.27 | — | COM | 966837106 |
| — | ROSETTA RESOURCES INC | 212,000 | $9.875M | 0.3% | $45.81 | — | COM | 777779307 |
| ULTA | ULTA SALON COSMETCS & FRAG I | 97,230 | $9.478M | 0.3% | $102.62 | -12.2% | COM | 90384S303 |
| — | CATAMARAN CORP | 205,045 | $9.178M | 0.3% | $46.55 | — | COM | 148887102 |
| — | VOLCANO CORPORATION | 459,470 | $9.056M | 0.3% | $20.15 | — | COM | 928645100 |
| — | STERICYCLE INC | 79,380 | $9.019M | 0.3% | $114.00 | — | COM | 858912108 |
| LAB | FLUIDIGM CORP DEL | 201,255 | $8.869M | 0.3% | $43.99 | 0.0% | COM | 34385P108 |
| — | KEYW HLDG CORP | 471,540 | $8.823M | 0.3% | $18.71 | — | COM | 493723100 |
| — | AIRGAS INC | 82,660 | $8.804M | 0.3% | $105.54 | — | COM | 009363102 |
| — | FLIR SYS INC | 240,020 | $8.641M | 0.3% | $36.00 | — | COM | 302445101 |
| — | SFX ENTMT INC | 1,213,355 | $8.554M | 0.3% | $11.80 | — | COM | 784178303 |
| — | CALAMP CORP | 306,040 | $8.529M | 0.3% | $27.87 | — | COM | 128126109 |
| — | CHANNELADVISOR CORP | 222,630 | $8.402M | 0.3% | $37.74 | — | COM | 159179100 |
| — | ZIX CORP | 2,018,277 | $8.356M | 0.3% | $4.41 | — | COM | 98974P100 |
| CDNS | CADENCE DESIGN SYSTEM INC | 536,750 | $8.341M | 0.3% | $14.00 | +6.0% | COM | 127387108 |
| — | PROCERA NETWORKS INC | 790,090 | $8.209M | 0.3% | $13.27 | — | COM NEW | 74269U203 |
| RRC | RANGE RES CORP | 93,450 | $7.754M | 0.2% | $79.48 | +7.1% | COM | 75281A109 |
| RMD | RESMED INC | 168,200 | $7.517M | 0.2% | $40.62 | -5.4% | COM | 761152107 |
| TSCO | TRACTOR SUPPLY CO | 103,105 | $7.282M | 0.2% | $11.37 | +5.1% | COM | 892356106 |
| — | SUPERIOR ENERGY SVCS INC | 233,935 | $7.196M | 0.2% | $27.31 | — | COM | 868157108 |
| HOLX | HOLOGIC INC | 331,910 | $7.136M | 0.2% | $21.57 | -0.0% | COM | 436440101 |
| — | IHS INC | 56,430 | $6.856M | 0.2% | $115.33 | — | CL A | 451734107 |
| ANIK | ANIKA THERAPEUTICS INC | 160,160 | $6.583M | 0.2% | $37.17 | 0.0% | COM | 035255108 |
| — | OASIS PETE INC NEW | 151,770 | $6.333M | 0.2% | $45.97 | — | COM | 674215108 |
| — | TOWERS WATSON & CO | 51,025 | $5.819M | 0.2% | $115.65 | — | CL A | 891894107 |
| — | EXONE CO | 158,415 | $5.676M | 0.2% | $56.59 | — | COM | 302104104 |
| MELI | MERCADOLIBRE INC | 58,185 | $5.534M | 0.2% | $106.55 | -10.0% | COM | 58733R102 |
| — | CONCUR TECHNOLOGIES INC | 53,845 | $5.334M | 0.2% | $91.50 | — | COM | 206708109 |
| VRSN | VERISIGN INC | 90,690 | $4.889M | 0.1% | $49.67 | +13.0% | COM | 92343E102 |
| MDXG | MIMEDX GROUP INC | 762,005 | $4.671M | 0.1% | $7.35 | 0.0% | COM | 602496101 |
| — | CREE INC | 82,240 | $4.651M | 0.1% | $60.54 | — | COM | 225447101 |
| — | TABLEAU SOFTWARE INC | 61,015 | $4.642M | 0.1% | $76.08 | — | CL A | 87336U105 |
| — | IMPERVA INC | 81,450 | $4.537M | 0.1% | $55.70 | — | COM | 45321L100 |
| — | HOMEAWAY INC | 120,320 | $4.532M | 0.1% | $37.67 | — | COM | 43739Q100 |
| — | CONTAINER STORE GROUP INC | 126,835 | $4.306M | 0.1% | $46.61 | — | COM | 210751103 |
| — | ANSYS INC | 55,660 | $4.287M | 0.1% | $82.21 | — | COM | 03662Q105 |
| — | FIREEYE INC | 68,950 | $4.245M | 0.1% | $57.59 | — | COM | 31816Q101 |
| — | RED HAT INC | 69,250 | $3.669M | 0.1% | $48.52 | — | COM | 756577102 |
| BF/B | BROWN FORMAN CORP | 28,035 | $2.514M | 0.1% | $23.83 | +12.3% | CL B | 115637209 |
| — | B/E AEROSPACE INC | 26,525 | $2.302M | 0.1% | $67.91 | — | COM | 073302101 |
| — | VOXELJET AG | 88,810 | $2.235M | 0.1% | $38.61 | — | ADS | 92912L107 |
| — | MONSTER BEVERAGE CORP | 31,885 | $2.214M | 0.1% | $62.00 | — | COM | 611740101 |
| PII | POLARIS INDS INC | 14,610 | $2.041M | 0.1% | $94.79 | +42.3% | COM | 731068102 |
| UAA | UNDER ARMOUR INC | 17,430 | $1.998M | 0.1% | $15.51 | +68.5% | CL A | 904311107 |
| AMG | AFFILIATED MANAGERS GROUP | 9,425 | $1.885M | 0.1% | $161.05 | +18.1% | COM | 008252108 |
| FAST | FASTENAL CO | 36,670 | $1.809M | 0.1% | $8.72 | -1.7% | COM | 311900104 |
| CHKP | CHECK POINT SOFTWARE TECH LT | 25,585 | $1.73M | 0.1% | $50.88 | +30.0% | ORD | M22465104 |
| — | SOUTHWESTERN ENERGY CO | 36,725 | $1.69M | 0.1% | $40.08 | — | COM | 845467109 |
| CPRT | COPART INC | 45,815 | $1.667M | 0.1% | $4.43 | 0.0% | COM | 217204106 |
| HSIC | SCHEIN HENRY INC | 13,465 | $1.607M | 0.0% | $38.13 | +19.9% | COM | 806407102 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,665 | $1.514M | 0.0% | $8.43 | +30.8% | COM | 169656105 |
| CNK | CINEMARK HOLDINGS INC | 51,695 | $1.5M | 0.0% | $23.82 | +1.9% | COM | 17243V102 |
| — | SANDISK CORP | 18,100 | $1.47M | 0.0% | $62.81 | — | COM | 80004C101 |
| — | LAM RESEARCH CORP | 24,984 | $1.374M | 0.0% | $46.41 | — | COM | 512807108 |
| — | QIAGEN NV | 63,470 | $1.339M | 0.0% | $20.65 | — | REG SHS | N72482107 |
| — | FMC TECHNOLOGIES INC | 25,215 | $1.318M | 0.0% | $55.12 | — | COM | 30249U101 |
| — | WHITING PETE CORP NEW | 18,715 | $1.299M | 0.0% | $54.33 | — | COM | 966387102 |
| RL | RALPH LAUREN CORP | 7,815 | $1.258M | 0.0% | $128.31 | 0.0% | CL A | 751212101 |
| — | SHIRE PLC | 8,450 | $1.255M | 0.0% | $103.89 | — | SPONSORED ADR | 82481R106 |
| TSLA | TESLA MTRS INC | 5,940 | $1.238M | 0.0% | $5.50 | +143.7% | COM | 88160R101 |
| — | PALL CORP | 13,385 | $1.198M | 0.0% | $70.28 | — | COM | 696429307 |
| — | XILINX INC | 22,015 | $1.195M | 0.0% | $46.80 | — | COM | 983919101 |
| TRMB | TRIMBLE NAVIGATION LTD | 29,270 | $1.138M | 0.0% | $28.46 | +26.5% | COM | 896239100 |
| CRM | SALESFORCE COM INC | 19,030 | $1.086M | 0.0% | $42.63 | +38.5% | COM | 79466L302 |
| — | PIONEER NAT RES CO | 5,795 | $1.084M | 0.0% | $152.90 | — | COM | 723787107 |
| — | VARIAN MED SYS INC | 12,325 | $1.035M | 0.0% | $69.73 | — | COM | 92220P105 |
| URBN | URBAN OUTFITTERS INC | 28,390 | $1.035M | 0.0% | $39.89 | -8.6% | COM | 917047102 |
| — | SIRONA DENTAL SYSTEMS INC | 13,410 | $1.001M | 0.0% | $66.79 | — | COM | 82966C103 |
| AKAM | AKAMAI TECHNOLOGIES INC | 16,185 | $942K | 0.0% | $41.91 | +31.8% | COM | 00971T101 |
| — | ALEXION PHARMACEUTICALS INC | 6,160 | $937K | 0.0% | $99.96 | — | COM | 015351109 |
| PANW | PALO ALTO NETWORKS INC | 13,405 | $920K | 0.0% | $8.31 | +36.5% | COM | 697435105 |
| — | SPLUNK INC | 11,895 | $850K | 0.0% | $71.46 | — | COM | 848637104 |
| NFLX | NETFLIX INC | 2,285 | $804K | 0.0% | $4.94 | +15.9% | COM | 64110L106 |
| LULU | LULULEMON ATHLETICA INC | 14,980 | $788K | 0.0% | $69.77 | -28.5% | COM | 550021109 |
| ROP | ROPER INDS INC NEW | 5,780 | $772K | 0.0% | $115.16 | +10.0% | COM | 776696106 |
| JBHT | HUNT J B TRANS SVCS INC | 10,405 | $748K | 0.0% | $64.59 | +2.0% | COM | 445658107 |
| DDD | 3-D SYS CORP DEL | 11,200 | $662K | 0.0% | $60.33 | +23.6% | COM NEW | 88554D205 |
| IPGP | IPG PHOTONICS CORP | 6,140 | $436K | 0.0% | $62.32 | +12.7% | COM | 44980X109 |
| — | FEI CO | 3,855 | $397K | 0.0% | $102.98 | — | COM | 30241L109 |
| AMZN | AMAZON COM INC | 195 | $66,000 | 0.0% | $14.53 | +27.7% | COM | 023135106 |
| TJX | TJX COS INC NEW | 825 | $50,000 | 0.0% | $20.82 | +23.7% | COM | 872540109 |
| — | GOOGLE INC | 45 | $50,000 | 0.0% | $1125.93 | — | CL A | 38259P508 |
| AMAT | APPLIED MATLS INC | 2,395 | $49,000 | 0.0% | $13.76 | +14.5% | COM | 038222105 |
| — | MONSANTO CO NEW | 420 | $48,000 | 0.0% | $97.62 | — | COM | 61166W101 |
| HAL | HALLIBURTON CO | 660 | $39,000 | 0.0% | $42.79 | 0.0% | COM | 406216101 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1,642 | $33,000 | 0.0% | $18.27 | — | SPONSORED ADR | 874039100 |
| — | NATIONAL OILWELL VARCO INC | 420 | $33,000 | 0.0% | $72.45 | — | COM | 637071101 |
| UPS | UNITED PARCEL SERVICE INC | 330 | $32,000 | 0.0% | $64.17 | 0.0% | CL B | 911312106 |