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  Institutional Portfolio Description | Show Summary  
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Company Class Value
of Shares
($1000)
Change
in Value
($1000)
% Change
in Value
Shares
Held
LINKEDIN CORP COM CL A $707,340 $84,801 13.62% 3,879,024
VERTEX PHARMACEUTICALS ... COM $702,331 $189,589 36.98% 8,835,460
KBR INC COM $698,701 $211,884 43.52% 20,659,400
QUALCOMM INC COM $696,945 ($397,537) (36.32%) 10,463,071
WAL-MART STORES INC COM $681,398 ($13,498) (1.94%) 8,750,454
HOLOGIC INC COM $672,642 ($54,685) (7.52%) 31,893,861
AETNA INC NEW COM $672,419 $91,477 15.75% 11,199,523
XCEL ENERGY INC COM $657,755 ($20,528) (3.03%) 21,622,452
CONSOL ENERGY INC COM $656,709 ($147,343) (18.33%) 19,332,041
CABOT OIL & GAS CORP COM $655,019 ($32,084) (4.67%) 9,320,129
M & T BK CORP COM $635,439 ($60,017) (8.63%) 5,998,105
MCDONALDS CORP COM $629,954 $81,450 14.85% 6,204,001
LOCKHEED MARTIN CORP COM $616,078 ($408,520) (39.87%) 5,789,659
BEST BUY INC COM $613,892 $613,892 New 22,821,279
VISA INC COM CL A $609,986 ($36,744) (5.68%) 3,304,903
WELLPOINT INC COM $608,350 ($17,754) (2.84%) 7,818,399
XL GROUP PLC SHS $606,360 $184,077 43.59% 18,685,990
MOSAIC CO NEW COM $590,760 ($41,426) (6.55%) 9,724,446
MAXIM INTEGRATED PRODS ... COM $589,698 ($159,245) (21.26%) 18,655,427
ALKERMES PLC SHS $588,816 $17,030 2.98% 18,580,490

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