ARUBA NETWORKS INC COM $8,237,349 495,033 296,985
QUIKSILVER INC COM $8,189,950 1,165,000 1,165,000 *
FLEETMATICS GROUP PLC COM $8,067,918 214,858 214,858 *
TYCO INTERNATIONAL LTD COM $7,870,500 225,000 35,000
MONSTER BEVERAGE CORP COM $7,837,500 150,000 150,000 *
ACCRETIVE HEALTH INC COM $7,752,000 850,000 850,000 *
TORNIER NV COM $7,732,000 400,000 (630,140)
BEST BUY INC COM $7,725,000 206,000 (305,000)
BRIGHT HORIZONS FAMILY SOLUTIO $7,667,620 214,000 65,000
MYRIAD GENETICS INC COM $7,637,500 325,000 325,000 *
LINKEDIN CORP CL A $7,628,106 31,001 31,001 *
AMERICAN EXPRESS CO COM $7,627,596 101,001 101,001 *
PULTEGROUP INC COM $7,590,000 460,000 60,000
MELLANOX TECHNOLOGIES LTD ORD $7,499,607 197,488 197,488 *
COMCAST CORP CL A $7,443,975 165,000 85,000
BLOOMIN BRANDS INC COM $7,437,150 315,000 315,000 *
NORTHSTAR REALTY FINANCE CORP $7,424,000 800,000 225,000
MANNKIND CORP COM $7,410,000 1,300,000 1,300,000 *
MASTERCARD INC CL A $7,401,253 11,001 0
CANADIAN PACIFIC RAILWAY LTD $7,398,000 60,000 (95,000)
J B HUNT TRANSPORT SERVICES IN $7,110,675 97,500 12,500
3D SYSTEMS CORP COM $7,018,700 130,000 105,000
SUNEDISON INC COM $6,944,261 871,300 871,300 *
SEALED AIR CORP COM $6,797,500 250,000 250,000 *
NORWEGIAN CRUISE LINE HOLDINGS $6,756,150 219,000 (205,000)
BARRICK GOLD CORP COM $6,703,200 360,000 360,000 *
21VIANET GROUP INC ADR A $6,593,428 399,844 399,844 *
W R GRACE & CO COM $6,555,000 75,000 (25,000)
CONNS INC COM $6,553,930 131,000 (149,000)
SANOFI AVENTIS ADR $6,328,750 125,000 125,000 *
AUTONATION INC COM $6,260,400 120,000 (200,000)
CARDINAL HEALTH INC COM $6,258,000 120,000 (5,000)
UNION PACIFIC CORP COM $6,213,600 40,000 40,000 *
DEMANDWARE INC COM $6,069,276 131,001 0
IMPAX LABORATORIES INC COM $5,932,513 289,815 31,815
BE AEROSPACE INC COM $5,905,600 80,000 80,000 *
MADISON SQUARE GARDEN CO CL A $5,807,000 100,000 (85,000)
TRW AUTOMOTIVE HOLDINGS CORP $5,704,800 80,000 5,000
GENERAL DYNAMICS CORP COM $5,688,800 65,000 15,000
LEAR CORP COM $5,367,750 75,000 75,000 *
SENSATA TECHNOLOGIES HOLDING N $5,357,800 140,000 (52,500)
MEDTRONIC INC COM $5,325,000 100,000 100,000 *
SUNPOWER CORP COM $5,232,000 200,000 200,000 *
DICKS SPORTING GOODS INC COM $5,231,240 98,000 18,000
DANAHER CORP COM $5,199,000 75,000 42,700
CORNERSTONE ONDEMAND INC COM $5,195,491 101,001 (170,000)
INGERSOLL RAND PLC ORD $5,195,200 80,000 80,000 *
INTELSAT SA COM $5,171,376 215,474 (275,000)
BERRY PLASTICS GROUP INC COM $5,092,350 255,000 255,000 *
SINA CORP (SINA.COM) ORD $5,056,891 62,300 62,300 *
SOUFUN HOLDINGS LTD ADR $5,037,998 97,560 (50,140)
FLOWERS FOODS INC COM $5,016,960 234,000 (336,000)
BRUNSWICK CORP COM $4,988,750 125,000 (177,000)
YY INC ADR $4,958,680 106,000 (199,700)
LINCOLN NATIONAL CORP COM $4,828,850 115,000 27,628
CHEMTURA CORP COM $4,827,900 210,000 210,000 *
SILVER SPRING NETWORKS INC CO $4,825,642 278,456 278,456 *
CADENCE PHARMACEUTICALS INC C $4,819,009 764,922 764,922 *
NEWS CORP CL A $4,818,016 300,001 300,001 *
GLOBUS MEDICAL INC CL A $4,801,500 275,000 (358,375)
EQUINIX INC COM $4,726,784 25,738 12,000
BOEING CO COM $4,700,000 40,000 (73,300)
FOREST OIL CORP COM $4,575,000 750,000 125,000
DOMINION DIAMOND CORP COM $4,571,250 375,000 100,000
COCA COLA CO COM $4,545,600 120,000 120,000 *
MAGNA INTERNATIONAL INC CL A $4,540,800 55,000 55,000 *
ARGO GROUP INTERNATIONAL HLDGS $4,537,216 105,770 22,147
THIRD POINT REINSURANCE LTD C $4,498,000 310,421 310,421 *
EATON CORP PLC COM $4,474,600 65,000 42,000
MICHAEL KORS HOLDINGS LTD COM $4,471,200 60,000 (183,315)
DELPHI AUTOMOTIVE PLC COM $4,381,500 75,000 75,000 *
RF MICRO DEVICES INC COM $4,312,908 764,700 764,700 *
ZILLOW INC CL A $4,299,588 51,001 51,001 *
AUTOZONE INC COM $4,227,300 10,000 (20,000)
ABAXIS INC COM $4,211,500 100,000 45,000
INVESCO LTD COM $4,147,000 130,000 65,000
ONCOMED PHARMACEUTICALS INC C $4,142,764 270,592 270,592 *
* New holding 13F data provided by: FactSet Research Systems
Inc.; Please send questions to lionsharesinfo@factset.com.
Copyright, FactSet Research Systems, 2013. All Rights Reserved.