Dark
Light
System
Institutional Investment Manager
TIVERTON ASSET MANAGEMENT LLC
TIVERTON ASSET MANAGEMENT LLC (CIK: 0001568680) incorporated in Delaware, located at 2711 Centerville Road, Wilimington, DE. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001568680-14-000002) filed in 2014.05.07
#
Name
Shares
Value ($)
%
Options
Notes
1 LKQ CORP 4,300,000 113,306 2.46%
2 INTEL CORP 3,000,000 77,441 1.68%
3 APPLIED MATLS INC 2,700,000 55,124 1.20%
4 EXPRESS SCRIPTS HLDG CO 2,500,000 187,724 4.07%
5 CISCO SYS INC 2,500,000 56,039 1.21%
6 MICROSOFT CORP 2,300,000 94,277 2.04%
7 ZOGENIX INC 2,200,000 6,259 0.14%
8 ORACLE CORP 2,000,000 81,820 1.77%
9 XILINX INC 2,000,000 108,541 2.35%
10 MYRIAD GENETICS INC 1,657,700 56,680 1.23%
11 POTASH CORP SASK INC 1,600,000 57,952 1.26%
12 COGNIZANT TECHNOLOGY SOLUTIO 1,600,000 80,960 1.76%
13 SEMTECH CORP COM 1,500,000 38,009 0.82%
14 FASTENAL CO 1,400,000 69,020 1.50%
15 Micros Systems 1,350,000 71,456 1.55%
16 CBRE GROUP INC 1,218,100 33,413 0.72%
17 EXACT SCIENCES CORP 1,200,000 17,005 0.37%
18 SOUTHWESTERN ENERGY CO 1,000,000 46,010 1.00%
19 QUALCOMM INC 1,000,000 78,860 1.71%
20 TEXAS INSTRS INC 1,000,000 47,160 1.02%
21 EXPEDITORS INTL WASH INC 1,000,000 39,630 0.86%
22 VOLCANO CORP 977,032 19,258 0.42%
23 ECHO GLOBAL LOGISTICS INC COM 935,200 17,134 0.37%
24 CENOVUS ENERGY INC 900,000 26,064 0.57%
25 WELLS FARGO & CO NEW 900,000 44,767 0.97%
26 DANAHER CORP DEL 800,000 60,000 1.30%
27 COMCAST CORP NEW 800,000 40,032 0.87%
28 WADDELL & REED FINL INC 800,000 58,898 1.28%
29 SUNCOR ENERGY INC NEW 800,000 27,968 0.61%
30 SYSCO CORP 800,000 28,904 0.63%
31 KNIGHT TRANSN INC 791,600 18,311 0.40%
32 KIRBY CORP 779,900 78,968 1.71%
33 Vocera Communications Inc 765,000 12,496 0.27%
34 A O SMITH 750,000 34,516 0.75%
35 ULTRATECH INC COM 750,000 21,894 0.47%
36 CME GROUP INC 750,000 55,515 1.20%
37 PEGASYSTEMS INC 750,000 26,490 0.57%
38 COACH INC 730,000 36,252 0.79%
39 C H ROBINSON WORLDWIDE INC 700,000 36,675 0.80%
40 HENRY SCHEIN INC 700,000 83,560 1.81%
41 TJX COS INC NEW 700,000 42,455 0.92%
42 DirectTV Com 700,000 53,494 1.16%
43 ADOBE INC 700,000 46,018 1.00%
44 OREXIGEN THERAPEUTICS INC COM 700,000 4,550 0.10%
45 NXSTAGE MED INC COM 700,000 8,917 0.19%
46 STRYKER CORP 700,000 57,028 1.24%
47 WAL-MART STORES INC 700,000 53,501 1.16%
48 JOHNSON & JOHNSON 700,000 68,762 1.49%
49 SOLERA HOLDINGS INC 670,872 42,495 0.92%
50 ANALOG DEVICES INC 650,100 34,547 0.75%
Page 1 of 3