Q2  2012 |
≡ |
WYN-OLD - Wyndham Worldwide |
Add 7.69% |
520,595 |
0.17 |
≡ |
BEAV - BE Aerospace Inc. |
Add 6.32% |
269,115 |
0.07 |
≡ |
AH - Accretive Health Inc. |
Add 5.92% |
524,641 |
0.04 |
≡ |
BKNG - Booking Holdings Inc. |
Add 4.36% |
47,100 |
0.20 |
≡ |
TDG - TransDigm Group Inc. |
Add 4.21% |
140,233 |
0.12 |
≡ |
GOOGL - Alphabet Inc. |
Add 2.14% |
560,180 |
0.10 |
≡ |
EBAY - eBay Inc. |
Buy |
13,903,725 |
3.71 |
≡ |
NWSA - News Corp. |
Buy |
13,675,800 |
1.94 |
≡ |
LBTYA - Liberty Global Ltd CL A |
Buy |
6,080,909 |
1.92 |
≡ |
DVA - DaVita HealthCare Partners |
Buy |
6,098,278 |
1.90 |
≡ |
HCA - HCA Healthcare Inc. |
Buy |
7,366,988 |
1.43 |
≡ |
KSS - Kohl's Corp. |
Buy |
4,274,293 |
1.24 |
≡ |
COO-OLD - Cooper Companies |
Buy |
2,017,657 |
1.02 |
≡ |
BUD - Anheuser-Busch InBev |
Buy |
704,561 |
0.36 |
≡ |
NFLX - Netflix Inc. |
Buy |
2,526,916 |
0.16 |
Q1  2012 |
≡ |
EP - El Paso Corp. |
Add 382.19% |
25,075,010 |
4.78 |
≡ |
KMI - Kinder Morgan |
Add 129.64% |
2,393,317 |
0.60 |
≡ |
GMCR - Keurig Green Mountain Inc. |
Add 114.98% |
3,201,753 |
0.97 |
≡ |
GRA - WR Grace & Co. |
Add 67.91% |
1,347,378 |
0.50 |
≡ |
CPRI - Capri Holdings Ltd |
Add 44.06% |
1,608,745 |
0.48 |
≡ |
QCOM - QUALCOMM Inc. |
Add 21.35% |
1,350,821 |
0.59 |
≡ |
NTES - NetEase.com Inc. |
Add 20.01% |
1,493,156 |
0.56 |
≡ |
EQIX - Equinix Inc. |
Add 13.83% |
384,533 |
0.39 |
≡ |
MON-OLD - Monsanto Co. |
Add 9.82% |
582,072 |
0.30 |
≡ |
TDG - TransDigm Group Inc. |
Add 6.80% |
212,258 |
0.16 |
≡ |
TDC - Teradata Corp. |
Add 4.28% |
296,500 |
0.13 |
≡ |
AZO - AutoZone Inc. |
Buy |
1,064,500 |
2.55 |
≡ |
GPS - Gap Inc. |
Buy |
11,210,965 |
1.89 |
≡ |
DIS - Walt Disney Co. |
Buy |
5,892,808 |
1.66 |
≡ |
ROST - Ross Stores Inc. |
Buy |
7,954,592 |
1.49 |
≡ |
BEAV - BE Aerospace Inc. |
Buy |
4,259,738 |
1.28 |
≡ |
EL - Estee Lauder Cos. |
Buy |
3,163,643 |
1.26 |
≡ |
ULTA - Ulta Beauty Inc. |
Buy |
1,330,266 |
0.80 |
≡ |
BSBR - Banco Santander (Brasil) S.A. |
Buy |
12,519,785 |
0.74 |
≡ |
OC - Owens Corning |
Buy |
2,486,720 |
0.58 |
≡ |
WYNN - Wynn Resorts Ltd. |
Buy |
695,207 |
0.56 |
≡ |
TRIP - TripAdvisor Inc. |
Buy |
1,865,613 |
0.43 |
≡ |
ARBA - Ariba Inc. |
Buy |
1,554,231 |
0.33 |
≡ |
TSCO - Tractor Supply |
Buy |
474,652 |
0.14 |
Q4  2011 |
≡ |
BKNG - Booking Holdings Inc. |
Add 126.89% |
820,234 |
2.94 |
≡ |
V - Visa Inc. |
Add 111.12% |
10,099,544 |
1.96 |
≡ |
TDC - Teradata Corp. |
Add 97.62% |
3,424,020 |
1.27 |
≡ |
HTHT-OLD - China Lodging Group |
Add 63.18% |
2,645,436 |
0.07 |
≡ |
FOSL - Fossil Inc. |
Add 50.43% |
1,000,754 |
0.61 |
≡ |
EDU - New Oriental Education & Technology |
Add 48.02% |
3,230,359 |
0.59 |
≡ |
GOOGL - Alphabet Inc. |
Add 43.58% |
8,178,180 |
2.02 |
≡ |
SVN - 7 Days Group Holdings |
Add 36.69% |
366,629 |
0.03 |
≡ |
LVS - Las Vegas Sands Corp. |
Add 31.65% |
2,331,114 |
0.76 |
≡ |
OII - Oceaneering Int'l |
Add 29.72% |
1,795,790 |
0.63 |
≡ |
HMIN - Home Inns & Hotels Management Inc. |
Add 26.20% |
240,800 |
0.05 |
≡ |
NTES - NetEase.com Inc. |
Add 16.99% |
1,083,960 |
0.37 |
≡ |
AH - Accretive Health Inc. |
Add 15.52% |
1,216,861 |
0.21 |
≡ |
MON-OLD - Monsanto Co. |
Add 13.53% |
706,048 |
0.38 |
≡ |
WBC - WABCO Holdings Inc. |
Add 11.65% |
512,343 |
0.17 |
≡ |
RL - Ralph Lauren Corp. |
Add 11.01% |
464,000 |
0.49 |
≡ |
CTRP - Ctrip.com International Ltd. |
Add 9.43% |
1,621,692 |
0.14 |
≡ |
WYN-OLD - Wyndham Worldwide |
Add 8.05% |
615,226 |
0.18 |
≡ |
WSM - Williams-Sonoma Inc. |
Add 7.06% |
411,057 |
0.12 |
≡ |
NTAP - NetApp Inc. |
Add 5.04% |
480,000 |
0.13 |
≡ |
AAPL - Apple Inc. |
Add 4.42% |
2,550,800 |
0.28 |
≡ |
ISS - iSoftStone Holdings Ltd. |
Add 3.96% |
199,941 |
0.01 |
≡ |
ESRX - Express Scripts |
Add 2.49% |
335,200 |
0.11 |
≡ |
TDG - TransDigm Group Inc. |
Add 0.97% |
30,000 |
0.02 |
≡ |
FTI - TechnipFMC plc |
Buy |
6,238,283 |
2.49 |
≡ |
BIDU - Baidu Inc. |
Buy |
2,397,810 |
2.14 |
≡ |
LULU - Lululemon Athletica Inc. |
Buy |
4,539,163 |
1.62 |
≡ |
EP - El Paso Corp. |
Buy |
6,560,799 |
1.33 |
≡ |
VFC - V.F. Corp. |
Buy |
5,443,000 |
1.32 |
≡ |
WTW - Willis Towers Watson plc |
Buy |
3,529,442 |
1.05 |
≡ |
GMCR - Keurig Green Mountain Inc. |
Buy |
2,784,721 |
0.96 |
≡ |
CPRI - Capri Holdings Ltd |
Buy |
3,651,155 |
0.76 |
≡ |
GRA - WR Grace & Co. |
Buy |
1,984,147 |
0.70 |
≡ |
EBAY - eBay Inc. |
Buy |
2,517,124 |
0.58 |
≡ |
KMI - Kinder Morgan |
Buy |
1,846,158 |
0.45 |
Q3  2011 |
≡ |
OII - Oceaneering Int'l |
Add 1149.39% |
5,559,535 |
1.64 |
≡ |
NWSA - News Corp. |
Add 461.18% |
21,796,103 |
2.81 |
≡ |
AH - Accretive Health Inc. |
Add 164.37% |
4,875,317 |
0.86 |
≡ |
SWI - SolarWinds Corp. |
Add 97.51% |
1,859,340 |
0.34 |
≡ |
BKNG - Booking Holdings Inc. |
Add 80.47% |
288,212 |
1.08 |
≡ |
VIT - VanceInfo Technologies Inc. |
Add 76.94% |
3,419,023 |
0.19 |
≡ |
ESRX - Express Scripts |
Add 67.08% |
5,397,283 |
1.67 |
≡ |
SLB - Schlumberger Ltd. |
Add 47.84% |
1,954,990 |
0.97 |
≡ |
ISS - iSoftStone Holdings Ltd. |
Add 31.91% |
1,222,632 |
0.07 |
≡ |
ST - Sensata Technologies Holding |
Add 31.33% |
1,591,287 |
0.35 |
≡ |
BBBYQ-OLD - Bed Bath & Beyond |
Add 31.16% |
1,298,997 |
0.62 |
≡ |
NTES - NetEase.com Inc. |
Add 29.91% |
1,468,809 |
0.47 |
≡ |
TDC - Teradata Corp. |
Add 27.43% |
754,931 |
0.34 |
≡ |
NTAP - NetApp Inc. |
Add 25.72% |
1,947,396 |
0.55 |
≡ |
CTSH - Cognizant Technology Solutions |
Add 24.30% |
4,182,814 |
1.09 |
≡ |
QCOM - QUALCOMM Inc. |
Add 17.02% |
1,050,545 |
0.42 |
≡ |
AMP - Ameriprise Financial Inc. |
Add 16.62% |
335,147 |
0.11 |
≡ |
FWONA - Liberty Media Corp Formula One Series A |
Add 16.48% |
352,128 |
0.19 |
≡ |
DLTR - Dollar Tree Inc. |
Add 14.96% |
928,374 |
0.29 |
≡ |
HMIN - Home Inns & Hotels Management Inc. |
Add 14.32% |
115,079 |
0.03 |
≡ |
WYN-OLD - Wyndham Worldwide |
Add 13.57% |
913,105 |
0.22 |
≡ |
GOOGL - Alphabet Inc. |
Add 12.88% |
2,141,120 |
0.46 |
≡ |
IFF - International Flavors & Fragrances Inc. |
Add 9.12% |
250,000 |
0.12 |
≡ |
WBC - WABCO Holdings Inc. |
Add 8.35% |
339,007 |
0.11 |
≡ |
CTRP - Ctrip.com International Ltd. |
Add 6.27% |
1,013,760 |
0.14 |
≡ |
AAPL - Apple Inc. |
Add 4.16% |
2,300,592 |
0.26 |