| 1 |
SALESFORCE COM INC |
2,653,091 |
151,465 |
4.91% |
|
|
| 2 |
CATAMARAN CORP COM |
2,922,987 |
130,833 |
4.24% |
|
|
| 3 |
HOME DEPOT INC |
1,379,581 |
109,166 |
3.54% |
|
|
| 4 |
STARBUCKS CORP |
1,422,829 |
104,407 |
3.38% |
|
|
| 5 |
GOOGLE INC |
183,744 |
102,340 |
3.32% |
|
|
| 6 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
183,744 |
102,299 |
3.32% |
|
|
| 7 |
FASTENAL CO |
2,040,066 |
100,575 |
3.26% |
|
|
| 8 |
RACKSPACE HOSTING INC |
2,942,018 |
96,557 |
3.13% |
|
|
| 9 |
SCHLUMBERGER LTD |
943,352 |
91,977 |
2.98% |
|
|
| 10 |
EDWARDS LIFESCIENCES CORP |
1,220,572 |
90,530 |
2.93% |
|
|
| 11 |
AMAZON COM INC |
264,361 |
88,922 |
2.88% |
|
|
| 12 |
GILEAD SCIENCES INC |
1,200,142 |
85,042 |
2.76% |
|
|
| 13 |
VISA INC |
393,450 |
84,930 |
2.75% |
|
|
| 14 |
PULTE GROUP INC |
4,343,538 |
83,352 |
2.70% |
|
|
| 15 |
UNITED RENTALS INC |
852,594 |
80,945 |
2.62% |
|
|
| 16 |
DIAGEO P L C |
638,698 |
79,575 |
2.58% |
|
|
| 17 |
COMCAST CORP NEW |
1,585,421 |
79,334 |
2.57% |
|
|
| 18 |
SHERWIN WILLIAMS CO |
384,934 |
75,882 |
2.46% |
|
|
| 19 |
DISNEY WALT CO |
946,931 |
75,821 |
2.46% |
|
|
| 20 |
PRECISION CASTPARTS |
289,343 |
73,134 |
2.37% |
|
|
| 21 |
PRICE T ROWE GROUP INC |
885,060 |
72,885 |
2.36% |
|
|
| 22 |
Zillow, Inc. |
812,645 |
71,594 |
2.32% |
|
|
| 23 |
MICRON TECHNOLOGY INC |
2,985,886 |
70,646 |
2.29% |
|
|
| 24 |
FIRST REP BK SAN FRANCISCO C |
1,297,156 |
70,033 |
2.27% |
|
|
| 25 |
FACEBOOK INC |
1,106,775 |
66,672 |
2.16% |
|
|
| 26 |
CME GROUP INC |
877,096 |
64,923 |
2.10% |
|
|
| 27 |
FLUOR CORP NEW |
831,835 |
64,659 |
2.10% |
|
|
| 28 |
NIKE INC |
850,308 |
62,804 |
2.04% |
|
|
| 29 |
COBALT INTL ENERGY INC |
2,835,519 |
51,947 |
1.68% |
|
|
| 30 |
PHARMACYCLICS INC |
514,635 |
51,577 |
1.67% |
|
|
| 31 |
Intuit Inc |
242,331 |
44,817 |
1.45% |
|
|
| 32 |
WHOLE FOODS MKT INC |
876,471 |
44,446 |
1.44% |
|
|
| 33 |
STRATASYS LTD |
415,524 |
44,083 |
1.43% |
|
|
| 34 |
PVH CORPORATION |
341,495 |
42,608 |
1.38% |
|
|
| 35 |
ANADARKO PETE CORP |
453,466 |
38,436 |
1.25% |
|
|
| 36 |
ALTERA CORPORATION |
954,454 |
34,585 |
1.12% |
|
|
| 37 |
TJX COS INC NEW |
566,677 |
34,369 |
1.11% |
|
|
| 38 |
FREEPORT-MCMORAN INC |
1,038,914 |
34,357 |
1.11% |
|
|
| 39 |
TEXTRON INC |
779,526 |
30,628 |
0.99% |
|
|
| 40 |
LAUDER ESTEE COS INC |
453,938 |
30,359 |
0.98% |
|
|
| 41 |
COSTCO WHSL CORP NEW |
267,175 |
29,838 |
0.97% |
|
|
| 42 |
JOHNSON CTLS INTL PLC |
579,542 |
27,424 |
0.89% |
|
|
| 43 |
KATE SPADE & CO |
670,195 |
24,858 |
0.81% |
|
|
| 44 |
WHITEWAVE FOODS CO |
822,016 |
23,460 |
0.76% |
|
|
| 45 |
SHUTTERFLY INC |
549,554 |
23,455 |
0.76% |
|
|
| 46 |
TESLA INC |
94,583 |
19,716 |
0.64% |
|
|
| 47 |
ALEXION PHARMACEUTIC |
96,022 |
14,608 |
0.47% |
|
|
| 48 |
LULULEMON ATHLETICA INC |
160,109 |
8,420 |
0.27% |
|
|
