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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
COMCAST CORP CMCSACommon0-2,600,0000-108,888,00003/31/2014
MICROSOFT CORP MSFTCommon0-8,000,0000-276,240,00003/31/2014
AUTONATION, INC. ANCommon0-2,600,0000-112,814,00003/31/2014
YUM BRANDS INC YUMCommon0-3,955,0000-299,038,00003/31/2014
PENN NATIONAL GAMING INC PENNCommon0-619,1000-32,726,00003/31/2014
PROCTER & GAMBLE Co PGCommon0-2,500,0000-192,475,00003/31/2014
WILLIAMS COMPANIES INC WMBCommon0-2,250,0000-86,783,00003/31/2014
ADVANCE AUTO PARTS INC AAPCommon0-2,382,5000-263,695,00003/31/2014
UNITED PARCEL SERVICE INC UPSCommon0-3,000,0000-259,440,00003/31/2014
Sally Beauty Holdings, Inc. SBHCommon0-10,973,4000-341,273,00003/31/2014
INTUIT INC INTUCommon0-2,100,0000-128,163,00003/31/2014
CONSTELLATION BRANDS, INC. STZCL A0-6,830,0000-480,695,00003/31/2014
HUNT J B TRANSPORT SERVICES INC JBHTCommon0-2,350,0000-181,655,00003/31/2014
Baidu, Inc. BIDUSPON ADR REP A0-900,0000-160,092,00003/31/2014
GOOGLE INC. GOOGCL A0-130,0000-145,692,00003/31/2014
NUANCE COMMUNICATIONS NUANCommon0-1,800,0000-33,084,00003/31/2014
Tim Hortons Inc. THICommon0-4,340,0000-253,369,00003/31/2014
WHOLE FOODS MARKET INC WFMCommon0-2,525,0000-129,987,00003/31/2014
DEAN FOODS CO DFCommon0-4,231,8000-42,403,00003/31/2014
APOLLO EDUCATION GROUP INC APOLCommon0-1,500,0000-26,580,00003/31/2014
NEUSTAR INC NSRCommon0-48,4000-2,356,00003/31/2014
C H ROBINSON WORLDWIDE INC CHRWCommon0-2,300,0000-129,513,00003/31/2014
CHENIERE ENERGY INC LNGCommon0-1,300,0000-56,056,00003/31/2014
STARBUCKS CORP SBUXCommon0-3,600,0000-235,764,00003/31/2014
AMAZON COM INC AMZNCommon0-600,0000-239,274,00003/31/2014
DEVRY EDUCATION GROUP INC. DVCommon0-800,0000-24,816,00003/31/2014
lululemon athletica inc. LULUCommon0-1,450,0000-95,004,00003/31/2014
DOMINOS PIZZA INC DPZCommon0-2,633,2160-153,122,00003/31/2014
LKQ CORP LKQCommon0-4,500,0000-148,050,00003/31/2014
WILLIAMS COMPANIES INC WMBPut0-450,0000-17,357,00003/31/2014
HUNT J B TRANSPORT SERVICES INC JBHTPut0-1,100,0000-85,030,00003/31/2014
IHS Inc. IHSCl A0-2,876,9000-344,365,00003/31/2014
DEERE & CO DECall0-235,0000-19,094,00003/31/2014
GOOGLE INC. GOOGPut0-32,5000-36,423,00003/31/2014
AMAZON COM INC AMZNPut0-300,0000-119,637,00003/31/2014
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