| 1 |
APPLE INC |
26,600 |
14,277 |
5.32% |
|
|
| 2 |
ARCH CAP GROUP LTD |
207,000 |
11,911 |
4.44% |
|
|
| 3 |
Advent Software Inc. |
300,000 |
8,808 |
3.28% |
|
|
| 4 |
BB&T CORP |
195,700 |
7,861 |
2.93% |
|
|
| 5 |
BJS RESTAURANTS INC COM |
395,000 |
12,920 |
4.81% |
|
|
| 6 |
COACH INC |
160,291 |
7,960 |
2.96% |
|
|
| 7 |
CROWN CASTLE INTL CORP |
130,000 |
9,591 |
3.57% |
|
|
| 8 |
GRUPO TELEVISA SA |
373,600 |
12,437 |
4.63% |
|
|
| 9 |
HACKETT GROUP INC |
511,778 |
3,060 |
1.14% |
|
|
| 10 |
HILTON WORLDWIDE |
225,000 |
5,004 |
1.86% |
|
|
| 11 |
INTERVAL LEISURE GROUP INC |
454,013 |
11,868 |
4.42% |
|
|
| 12 |
KEURIG GREEN MTN INC |
148,000 |
15,627 |
5.82% |
|
|
| 13 |
LIBERTY MEDIA HOLDING CP INTER A |
401,464 |
11,590 |
4.32% |
|
|
| 14 |
LOCKHEED MARTIN CORP |
1,287 |
210 |
0.08% |
|
|
| 15 |
MICROSOFT CORP |
253,000 |
10,370 |
3.86% |
|
|
| 16 |
MONSANTO CO NEW |
28,700 |
3,265 |
1.22% |
|
|
| 17 |
NUTRI SYS INC NEW |
484,132 |
7,296 |
2.72% |
|
|
| 18 |
PACWEST BANCORP DEL COM |
241,000 |
10,365 |
3.86% |
|
|
| 19 |
PEPSICO INC |
121,000 |
10,104 |
3.76% |
|
|
| 20 |
RENT A CENTER INC-NEW |
326,000 |
8,672 |
3.23% |
|
|
| 21 |
REYNOLDS AMERICAN INC |
4,215 |
225 |
0.08% |
|
|
| 22 |
SCHWAB CHARLES CORP |
353,300 |
9,656 |
3.60% |
|
|
| 23 |
STARBUCKS CORP |
148,400 |
10,890 |
4.06% |
|
|
| 24 |
TEXAS ROADHOUSE INC |
328,293 |
8,562 |
3.19% |
|
|
| 25 |
TILLYS INC CL A |
514,429 |
6,019 |
2.24% |
|
|
| 26 |
ULTA BEAUTY INC |
100,000 |
9,744 |
3.63% |
|
|
| 27 |
VIASAT INC |
510,000 |
35,210 |
13.11% |
|
|
| 28 |
ZIX CORP |
1,209,865 |
5,009 |
1.87% |
|
|
