| 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 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Copart, Inc. | CPRT | 21.08 | 5.36 |
| Idex Corporation | IEX | 19.45 | 3.27 |
| Life Time Fitness, Inc. | LTM | 1.99 | 3.25 |
| Waste Connections, Inc. | WCN | 19.86 | 3.23 |
| Mednax, Inc. | MD | 15.02 | 2.98 |
| Polypore International, Inc. | PPO | -17.59 | 2.86 |
| MSC Industrial Direct Co., Inc. | MSM | 10.97 | 2.81 |
| Alliance Data Systems Corporation | ADS | 20.22 | 2.6 |
| SEI Investments Company | SEIC | 30.89 | 2.43 |
| Allegiant Travel Company, LLC. | ALGT | 29.96 | 2.32 |













