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)
B/E Aerospace Inc	1.51	27,994	6,131	1.69	27.04
CVS Caremark Corp	1.45	29,629	29,629	1.63	23.37
LinkedIn Corp	1.40	8,937	-3,727	1.57	51.37
Global Payments, Inc.	1.40	31,518	31,518	1.57	4.06
Trimble Navigation Ltd.	1.36	50,759	1,943	1.52	-7.36
Western Digital Corporation	1.35	30,159	30,159	1.52	47.21
Polaris Industries, Inc.	1.35	16,313	-115	1.51	9.96
Salesforce.com, Inc.	1.34	8,428	446	1.51	2.91
Green Mountain Coffee Roasters, Inc.	1.33	26,339	26,339	1.50	73.92
Deere & Co	1.31	17,137	653	1.47	0.44
Helmerich & Payne, Inc.	1.30	24,094	24,094	1.46	13.05
Celgene Corporation	1.25	12,117	-5,102	1.40	56.21
Robert Half International Inc.	1.25	37,391	37,391	1.40	10.43
Snap-on, Inc.	1.24	16,847	1,048	1.39	15.19
J.B. Hunt Transport Services, Inc.	1.24	18,652	18,652	1.39	25.49
Murphy Oil Corporation	1.24	21,768	21,768	1.39	4.46
Westinghouse Air Brake Technologies Corp	1.24	13,575	13,575	1.39	25.36
Quanta Services, Inc.	1.24	48,469	2,527	1.39	5.75
TripAdvisor Inc	1.21	25,863	25,863	1.36	47.16
Martin Marietta Materials	1.20	13,234	13,234	1.35	15.21
Liberty Interactive Corp Class A	1.20	63,039	822	1.35	16.72
National Instruments Corporation	1.19	40,655	40,655	1.33	11.86
HollyFrontier Corp	1.16	25,186	-3,305	1.30	7.48
Moody's Corporation	1.15	24,251	6,234	1.29	34.44
Cognizant Technology Solutions Corporation Class A	1.14	16,646	-1,438	1.28	-13.69