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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/30/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999
	Name Ticker Class Shares Change Value Change Date HARLEY-DAVIDSON, INC. HOG Common 4,952,539 -112,150 318,151,106,000 40,504,855,000 09/30/2013 O REILLY AUTOMOTIVE INC ORLY COM 2,416,674 400,114 308,343,436,000 81,238,449,000 09/30/2013 SHERWIN WILLIAMS CO SHW Common 1,642,595 342,681 299,247,957,000 69,683,144,000 09/30/2013 DENTSPLY SIRONA Inc. XRAY Common 6,359,460 141,641 276,095,956,000 21,414,090,000 09/30/2013 KIRBY CORP KEX Common 3,102,597 39,540 268,529,770,000 24,894,216,000 09/30/2013 MOHAWK INDUSTRIES INC MHK Common 1,866,029 11,918 243,050,277,000 34,481,331,000 09/30/2013 WILLIAMS SONOMA INC WSM Common 4,279,687 -915 240,518,409,000 1,275,564,000 09/30/2013 SIGNET JEWELERS LTD SIG Common 3,223,187 238,255 230,941,349,000 29,667,384,000 09/30/2013 BROOKFIELD Corp /ON/ BAM Common 5,517,864 460,768 206,368,114,000 24,211,516,000 09/30/2013 MARKEL GROUP INC. MKL Common 386,187 3,473 199,956,043,000 -1,715,099,000 09/30/2013 PALL CORP PLL Common 2,541,403 -16,257 195,789,688,000 25,884,334,000 09/30/2013 IHS Inc. IHS Cl A 1,460,559 48,116 166,766,626,000 19,335,825,000 09/30/2013 GARMIN LTD GRMN COM 3,674,463 91,158 166,048,983,000 36,440,842,000 09/30/2013 MSC INDUSTRIAL DIRECT CO INC MSM CL A 2,027,398 663 164,928,827,000 7,937,934,000 09/30/2013 MICROS SYSTEMS INC MCRS Common 3,198,453 47,942 159,730,743,000 23,786,193,000 09/30/2013 AIRGAS INC ARG Common 1,457,823 30,345 154,602,129,000 18,335,079,000 09/30/2013 TD AMERITRADE HOLDING CORP AMTD Call 5,835,000 -2,546,000 152,760,300,000 -50,814,190,000 09/30/2013 AMPHENOL CORP /DE/ APH Cl A 1,919,740 -266,910 148,549,481,000 -21,878,020,000 09/30/2013 CABELAS INC CAB Common 2,321,061 1,221,423 146,296,475,000 75,083,918,000 09/30/2013 TransDigm Group INC TDG Common 1,047,879 15,401 145,340,817,000 -16,520,759,000 09/30/2013 TEMPUR SEALY INTERNATIONAL, INC. TPX Common 3,111,990 2,946,890 136,803,080,000 129,555,189,000 09/30/2013 FIRST REPUBLIC BANK FRC COM 2,903,344 -31,476 135,382,931,000 22,451,058,000 09/30/2013 AXIALL CORP/DE/ AXLL Common 3,382,983 2,845,054 127,842,927,000 104,937,910,000 09/30/2013 Nationstar Mortgage Holdings Inc. NSM Common 2,216,637 -190,646 124,641,499,000 34,512,824,000 09/30/2013 CBRE GROUP, INC. CBRE COM 5,183,062 -1,215,229 119,884,224,000 -29,579,854,000 09/30/2013 PAYCHEX INC PAYX Common 2,748,784 -28,069 111,710,582,000 10,327,679,000 09/30/2013 E TRADE FINANCIAL CORP ETFC COM 6,566,704 -1,084,367 108,350,617,000 11,488,058,000 09/30/2013 Scripps Networks Interactive, Inc. SNI Common 1,342,304 -297,754 104,847,366,000 -4,642,906,000 09/30/2013 ITT EDUCATIONAL SERVICES INC ESI Common 3,259,418 -53,072 101,041,958,000 20,217,202,000 09/30/2013 Blackstone Inc. BX COM UNIT 3,727,500 -1,096,000 92,777,475,000 -8,805,435,000 09/30/2013 Banco Santander, S.A. STD CALL 10,740,000 10,740,000 87,745,800,000 87,745,800,000 09/30/2013 AMETEK INC/ AME Common 1,863,402 -348,379 85,753,760,000 -7,804,576,000 09/30/2013 Blackstone Inc. BX Common 3,337,729 635,039 83,076,075,000 26,157,424,000 09/30/2013 INTUIT INC. INTU Common 1,197,662 -471,037 79,416,967,000 -22,440,420,000 09/30/2013 Mead Johnson Nutrition Co MJN Common 965,734 965,734 71,715,407,000 71,715,407,000 09/30/2013 << Prev     Next >>

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