Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%

Top 25 Holdings	Portfolio Weight %	Shares Owned	Shares Change	Mkt Cap (Mil)	Total Ret YTD (Daily)
Nike, Inc. Class B	7.09	23,200	0	1.37	25.31
Cognizant Technology Solutions Corporation Class A	4.40	11,100	0	850,371.00	-11.82
Apple Inc	4.35	1,900	0	840,997.00	-15.99
Tractor Supply	4.15	7,700	0	801,801.00	26.40
TJX Companies	4.02	16,600	0	776,050.00	18.94
Hibbett Sports Inc	3.90	13,400	0	754,018.00	14.82
F5 Networks, Inc.	3.87	8,400	0	748,272.00	-15.57
Bed Bath & Beyond, Inc.	3.77	11,300	0	727,946.00	22.11
Accenture PLC	3.74	9,500	0	721,715.00	25.31
Panera Bread Company, Inc. Class A	3.68	4,300	0	710,532.00	19.41
ResMed Inc.	3.62	15,100	0	700,036.00	20.42
International Business Machines Corp	3.53	3,200	0	682,560.00	9.00
Valero Energy Corporation	3.51	14,900	0	677,801.00	31.26
FMC Technologies, Inc.	3.41	12,100	0	658,119.00	34.16
Bio-Reference Labs, Inc.	3.24	24,100	0	626,118.00	8.52
Oceaneering International	3.23	9,400	0	624,254.00	38.48
Jarden Corporation	3.19	14,400	0	617,040.00	37.73
Norfolk Southern Corporation	3.07	7,700	0	593,516.00	27.47
Time Warner Cable Inc	3.03	6,100	-1,300	585,966.00	-1.01
Wells Fargo & Co	2.87	15,000	0	554,850.00	18.93
JPMorgan Chase & Co	2.85	11,600	0	550,536.00	23.34
CSX Corp	2.81	22,000	0	541,860.00	31.27
Dril-Quip, Inc.	2.53	5,600	0	488,152.00	24.72
FedEx Corporation	2.34	4,600	0	451,720.00	8.80
MasterCard Incorporated Class A	2.24	800	0	432,904.00	17.57