| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.67 | 10.67 |
| Stocks | 81.54 | 81.54 |
| Bonds | 0.0 | 0.0 |
| Other | 0.2 | 0.2 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.6 | 7.6 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Copart, Inc. | CPRT | 19.8 | 5.36 |
| Idex Corporation | IEX | 9.97 | 3.27 |
| Life Time Fitness, Inc. | LTM | -6.89 | 3.25 |
| Waste Connections, Inc. | WCN | 10.86 | 3.23 |
| Mednax, Inc. | MD | 12.09 | 2.98 |
| Polypore International, Inc. | PPO | -13.96 | 2.86 |
| MSC Industrial Direct Co., Inc. | MSM | 3.05 | 2.81 |
| Alliance Data Systems Corporation | ADS | 17.74 | 2.6 |
| SEI Investments Company | SEIC | 20.22 | 2.43 |
| Allegiant Travel Company, LLC. | ALGT | 19.57 | 2.32 |














