RALPH LAUREN CORP CL A $23,803,485 144,500 79,500
ENDOLOGIX INC COM $9,684,000 600,000 78,263
STEMLINE THERAPEUTICS INC COM $3,456,447 76,308 76,308
AMERICAN TOWER CORP CL A $35,211,750 475,000 75,000
LEAR CORP COM $5,367,750 75,000 75,000
DELPHI AUTOMOTIVE PLC COM $4,381,500 75,000 75,000
JPMORGAN CHASE & CO INC COM $3,747,525 72,500 72,500
JOHNSON CONTROLS INC COM $2,905,000 70,000 70,000
THERMO FISHER SC (ELECTRON) IN $10,136,500 110,000 70,000
INVESCO LTD COM $4,147,000 130,000 65,000
BRIGHT HORIZONS FAMILY SOLUTIO $7,667,620 214,000 65,000
BOULDER BRANDS INC COM $1,042,600 65,000 65,000
FIRST AMERICAN FINANCIAL CORP $1,582,750 65,000 65,000
PRECISION CASTPARTS CORP COM $21,587,800 95,000 65,000
BROADSOFT INC COM $2,297,502 63,678 63,678
WHIRLPOOL CORP COM $9,225,720 63,000 63,000
SINA CORP (SINA.COM) ORD $5,056,891 62,300 62,300
MARRIOTT VACATIONS WORLDWIDE $2,640,000 60,000 60,000
PULTEGROUP INC COM $7,590,000 460,000 60,000
MAGNA INTERNATIONAL INC CL A $4,540,800 55,000 55,000
FORD MOTOR CO COM $927,850 55,000 55,000
COMMUNITY HEALTH SYSTEMS INC $2,207,551 53,194 53,194
ZILLOW INC CL A $4,299,588 51,001 51,001
STARWOOD HOTELS & RESORTS COM $3,322,500 50,000 50,000
HEARTWARE INTERNATIONAL INC C $3,659,700 50,000 50,000
PLY GEM HOLDINGS INC COM $699,000 50,000 50,000
JARDEN CORP COM $2,420,000 50,000 50,000
CELANESE CORP COM SER A $2,639,500 50,000 50,000
VALSPAR CORP COM $3,171,500 50,000 50,000
T ROWE PRICE GROUP INC COM $3,416,675 47,500 47,500
TESORO CORP COM $2,089,050 47,500 47,500
ABAXIS INC COM $4,211,500 100,000 45,000
DANAHER CORP COM $5,199,000 75,000 42,700
EATON CORP PLC COM $4,474,600 65,000 42,000
E COMMERCE CHINA DANGDANG ADR $2,426,120 231,500 41,500
YOUKU TUDOU INC ADR A $1,123,400 41,000 41,000
TIFFANY & CO COM $3,064,800 40,000 40,000
STRATASYS LTD COM $4,050,400 40,000 40,000
UNION PACIFIC CORP COM $6,213,600 40,000 40,000
SCHLUMBERGER NV COM $3,534,400 40,000 40,000
CAREFUSION CORP COM $1,476,000 40,000 40,000
AMERISAFE INC COM $1,364,649 38,430 38,430
DELTA AIR LINES INC COM $2,948,750 125,000 35,000
TYCO INTERNATIONAL LTD COM $7,870,500 225,000 35,000
MANPOWERGROUP COM $2,545,900 35,000 35,000
MELCO CROWN ENTERTAINMENT LTD $9,313,458 292,600 32,200
DIRECTV COM $1,912,960 32,000 32,000
IMPAX LABORATORIES INC COM $5,932,513 289,815 31,815
CHINA LODGING GROUP LTD ADR $590,722 31,107 31,107
LINKEDIN CORP CL A $7,628,106 31,001 31,001
HIMAX TECHNOLOGIES INC ADR $300,000 30,000 30,000
CUMMINS INC COM $3,986,100 30,000 30,000
EXAMWORKS GROUP INC COM $9,616,300 370,000 30,000
TESLA MOTORS INC COM $8,991,898 46,501 29,001
LINCOLN NATIONAL CORP COM $4,828,850 115,000 27,628
SHERWIN WILLIAMS CO COM $27,327,000 150,000 26,000
BUNGE LTD COM $1,897,750 25,000 25,000
WESTLAKE CHEMICAL CORP COM $15,699,000 150,000 25,000
TEAM HEALTH HOLDINGS INC COM $948,500 25,000 25,000
PERFECT WORLD CO LTD ADR B $497,500 25,000 25,000
AFLAC INC COM $3,719,400 60,000 25,000
SUNCOR ENERGY INC COM $2,683,500 75,000 25,000
SPDR S&P HOMEBUILDERS ETF $764,975 25,000 25,000
ARGO GROUP INTERNATIONAL HLDGS $4,537,216 105,770 22,147
MEDICINES CO COM $670,400 20,000 20,000
ENANTA PHARMACEUTICALS INC CO $458,400 20,000 20,000
ASSURED GUARANTY LTD COM $1,875,000 100,000 18,600
DICKS SPORTING GOODS INC COM $5,231,240 98,000 18,000
MONSANTO CO COM $20,352,150 195,000 17,500
LENNAR CORP CL A $619,500 17,500 17,500
GENERAL DYNAMICS CORP COM $5,688,800 65,000 15,000
13F data provided by: FactSet Research Systems Inc.; Please send
questions to lionsharesinfo@factset.com. Copyright, FactSet
Research Systems, 2013. All Rights Reserved.
