| Q1 2013 |
hist |
ISRG - Intuitive Surgical Inc. |
Add 118.16% |
481,329 |
1.27 |
hist |
MJN - Mead Johnson Nutrition Co. |
Add 87.45% |
3,278,227 |
1.36 |
hist |
SEMG - SemGroup Corp. |
Add 79.77% |
1,733,383 |
0.48 |
hist |
ULTA - Ulta Salon Cosmetics & Fragrance |
Add 41.90% |
1,774,643 |
0.77 |
hist |
NWSA - News Corp. |
Add 30.40% |
5,146,872 |
0.84 |
hist |
QCOM - QUALCOMM Inc. |
Add 27.40% |
1,785,000 |
0.64 |
hist |
MON - Monsanto Co. |
Add 24.34% |
1,304,240 |
0.74 |
hist |
COF - Capital One Financial |
Add 14.57% |
645,772 |
0.19 |
hist |
EBAY - eBay Inc. |
Add 14.08% |
1,202,027 |
0.35 |
hist |
LULU - Lululemon Athletica Inc. |
Add 11.28% |
544,745 |
0.18 |
hist |
GPS - Gap |
Add 8.79% |
1,628,068 |
0.31 |
hist |
DG - Dollar General |
Add 6.74% |
900,000 |
0.24 |
hist |
AIG - American Int'l. Group |
Add 5.00% |
350,000 |
0.07 |
hist |
DLTR - Dollar Tree Inc. |
Add 1.71% |
202,237 |
0.05 |
hist |
VRX - Valeant Pharmaceuticals Int'l |
Buy |
4,912,495 |
1.98 |
hist |
VMED - Virgin Media |
Buy |
5,659,808 |
1.49 |
hist |
CME - CME Group |
Buy |
3,541,560 |
1.17 |
hist |
TMO - Thermo Fisher Scientific |
Buy |
2,847,088 |
1.17 |
hist |
LMDIA - Liberty Media Entertainment A |
Buy |
1,918,415 |
1.15 |
hist |
HRB - Block H&R |
Buy |
6,754,940 |
1.07 |
hist |
SBH - Sally Beauty Holdings |
Buy |
6,175,857 |
0.97 |
hist |
GRA - WR Grace & Co. |
Buy |
1,493,884 |
0.62 |
hist |
YNDX - Yandex N.V. |
Buy |
1,705,900 |
0.21 |
hist |
PCLN - Priceline.com Inc. |
Reduce 0.04% |
775 |
0.00 |
hist |
GRFS - Grifols SA |
Reduce 0.08% |
3,372 |
0.00 |
hist |
TRIP - TripAdvisor Inc. |
Reduce 0.99% |
65,267 |
0.02 |
hist |
BEAV - BE Aerospace Inc. |
Reduce 1.11% |
53,231 |
0.02 |
hist |
WBC - WABCO Holdings Inc. |
Reduce 2.02% |
71,073 |
0.03 |
hist |
ORLY - O'Reilly Automotive |
Reduce 3.64% |
78,714 |
0.04 |
hist |
CHTR - Charter Communications |
Reduce 4.80% |
230,796 |
0.13 |
hist |
WYN - Wyndham Worldwide |
Reduce 6.47% |
383,788 |
0.13 |
hist |
KMI - Kinder Morgan |
Reduce 8.06% |
1,211,644 |
0.25 |
hist |
GOOG - Google Inc. |
Reduce 9.95% |
154,556 |
0.66 |
hist |
KORS - Michael Kors Holdings |
Reduce 10.55% |
952,244 |
0.29 |
hist |
TDG - TransDigm Group Inc. |
Reduce 12.29% |
358,174 |
0.29 |
hist |
V - Visa Inc. |
Reduce 12.84% |
288,500 |
0.26 |
hist |
HTHT - China Lodging Group |
Reduce 13.12% |
168,328 |
0.02 |
hist |
JBHT - Hunt(J.B.) Transport Serv Inc. |
Reduce 16.78% |
630,074 |
0.25 |
hist |
EQIX - Equinix Inc. |
Reduce 17.93% |
501,032 |
0.58 |
hist |
VRSN - Verisign Inc. |
Reduce 19.31% |
2,847,968 |
0.72 |
hist |
RL - Polo Ralph Lauren Corp. |
Reduce 19.84% |
781,280 |
0.71 |
hist |
CTSH - Cognizant Technology Solutions |
Reduce 20.61% |
2,248,823 |
0.92 |
hist |
OII - Oceaneering Int'l |
Reduce 24.13% |
1,153,382 |
0.41 |
hist |
DIS - Walt Disney Co. |
Reduce 25.93% |
1,382,955 |
0.42 |
hist |
FB - Facebook Inc. |
Sell 100.00% |
10,928,300 |
1.88 |
hist |
CCI - Crown Castle International Corp. |
Sell 100.00% |
2,882,801 |
1.34 |
hist |
AH - Accretive Health Inc. |
Sell 100.00% |
5,333,281 |
0.40 |
hist |
INFA - Informatica Corp. |
Sell 100.00% |
1,872,449 |
0.37 |
hist |
NTES - NetEase.com Inc. |
Sell 100.00% |
752,604 |
0.21 |
| Q4 2012 |
hist |
GRFS - Grifols SA |
Add 1919.04% |
4,217,553 |
0.68 |
