2013-Q2

Company	Shares	Market value	Share price	InsiderPie Expert Score
Amazon.com, Inc. US0231351067	12M	$3.3B	$278	88 / 100
Baidu, Inc. US0567521085	30M	$2.9B	$95	56 / 100
Google US38259P5089	2.1M	$1.9B	$880
eBay Inc. US2786421030	29M	$1.5B	$52	55 / 100
Illumina, Inc. US4523271090	16M	$1.2B	$75	60 / 100
Intuitive Surgical, Inc. US46120E6023	2.3M	$1.2B	$507	74 / 100
Whole Foods Market US9668371068	22M	$1.1B	$51
Apple Inc. US0378331005	2.5M	$996M	$396	63 / 100
Salesforce, Inc. US79466L3024	22M	$826M	$38	78 / 100
Deere & Company US2441991054	7.6M	$621M	$81	79 / 100
Tripadvisor, Inc. US8969452015	9.7M	$590M	$61	53 / 100
Meta Platforms, Inc. US30303M1027	24M	$589M	$25	84 / 100
MercadoLibre, Inc. US58733R1023	5.4M	$585M	$108	84 / 100
Taiwan Semiconductor Manufacturing Company Limited US8740391003	30M	$553M	$18	86 / 100
Credicorp USG2519Y1085	4.1M	$521M	$128
New Oriental Ed.& Tech. US6475811070	23M	$501M	$22
LinkedIn Corp A US53578A1088	2.5M	$449M	$178
Omnicom Group Inc. US6819191064	6.9M	$437M	$63	56 / 100
America Movil 'L Shares' ADR US02364W1053	19M	$414M	$22
Vale Pref ADR US91912E2046	34M	$413M	$12
Itaú Unibanco Holding S.A. US4655621062	31M	$405M	$13	56 / 100
Rackspace Hosting US7500861007	9.8M	$370M	$38
PepsiCo, Inc. US7134481081	4.5M	$370M	$82	53 / 100
Markel Corporation US5705351048	679K	$358M	$527	56 / 100
Mastercard Incorporated US57636Q1040	607K	$348M	$575	84 / 100
Harley-Davidson, Inc. US4128221086	6.3M	$347M	$55	48 / 100
Ryanair ADR US7835131043	6.7M	$346M	$52
EOG Resources, Inc. US26875P1012	2.4M	$315M	$132	47 / 100
Moody's Corporation US6153691059	5.1M	$312M	$61	78 / 100
Mindray Medical International ADR US6026751007	7.9M	$296M	$37
Ctrip.Com Intl ADR US22943F1003	8.2M	$266M	$33
Embraer S.A. US29082A1079	7.2M	$265M	$37	51 / 100
CarMax, Inc. US1431301027	5.6M	$260M	$46	53 / 100
The Walt Disney Company US2546871060	4M	$255M	$63	82 / 100
Tesla, Inc. US88160R1014	2.3M	$251M	$107	82 / 100
First Republic Bank US33616C1009	6.3M	$241M	$38	50 / 100
Ultra Petroleum Corp US9039141091	12M	$241M	$20
Waters Corporation US9418481035	2.4M	$240M	$100	69 / 100
Visa Inc. US92826C8394	1.3M	$237M	$183	83 / 100
Xilinx, Inc. US9839191015	5.8M	$228M	$40	50 / 100
New York Community Bancorp, Inc. US6494451031	15M	$217M	$14	48 / 100
TD Ameritrade Holding Corp US87236Y1082	8.7M	$212M	$24
The Progressive Corporation US7433151039	8.2M	$209M	$25	58 / 100
FLIR Sys. US3024451011	7.7M	$209M	$27
Ritchie Bros Auctioneers (USA) US7677441054	11M	$202M	$19
Dolby Laboratories, Inc. US25659T1079	6M	$202M	$33	46 / 100
Royal Crbn.Cruises USV7780T1035	5.9M	$198M	$33
Mohawk Industries, Inc. US6081901042	1.5M	$174M	$112	48 / 100
Wellpoint Inc US94973V1070	2M	$168M	$82
Seattle Genetics US8125781026	5.2M	$165M	$31
Praxair US74005P1049	1.3M	$150M	$115
National Oilwell Varco US6370711011	2.1M	$145M	$69
CEMEX, S.A.B. de C.V. US1512908898	12M	$131M	$11	51 / 100
O'Reilly Automotive, Inc. US67103H1077	1.2M	$131M	$113	57 / 100
M&T Bank US55261F1049	1.2M	$129M	$112
Bed Bath & Beyond Inc. US0758961009	1.8M	$128M	$71	48 / 100
Pfizer Inc. US7170811035	4.5M	$126M	$28	59 / 100
Arcos Dorados Holdings USG0457F1078	11M	$124M	$12
Berkshire Hathaway Inc. US0846707026	1.1M	$122M	$112	69 / 100
Altera Corp US0214411003	3.7M	$121M	$33
Teradata Corporation US88076W1036	2.2M	$109M	$50	51 / 100
Johnson & Johnson US4781601046	1.3M	$109M	$86	48 / 100
Teradyne, Inc. US8807701029	6.1M	$107M	$18	61 / 100
U.S. Bancorp US9029733048	2.9M	$104M	$36	31 / 100
Petróleo Brasileiro S.A. - Petrobras US71654V4086	7.8M	$104M	$13	63 / 100
Youku Inc ADR US98742U1007	5.4M	$104M	$19
Westport Innovations Inc US9609083095	3.1M	$104M	$34
Lincoln Electric Holdings, Inc. US5339001068	1.8M	$102M	$57	52 / 100
Qiagen N.V USN724821079	4.9M	$97M	$20
Sociedad Química y Minera de Chile S.A. US8336351056	2.4M	$97M	$40	59 / 100
Mettler-Toledo International Inc. US5926881054	447K	$90M	$201	60 / 100
Kraft Foods Group US50076Q1067	1.5M	$84M	$56
ICICI Bank Limited US45104G1040	2.1M	$82M	$38	54 / 100
Petróleo Brasileiro S.A. - Petrobras US71654V1017	5.6M	$82M	$15	63 / 100
PriceSmart, Inc. US7415111092	928K	$81M	$88	54 / 100
Cenovus Energy Inc US15135U1097	2.9M	$81M	$28
Life Technologies Corp US53217V1098	1M	$77M	$74
Colgate-Palmolive Company US1941621039	1.3M	$77M	$57	58 / 100
Brown-Forman Corporation US1156372096	1.1M	$77M	$68	50 / 100
Monsanto Co US61166W1018	679K	$67M	$99
Weight Watchers Intl. US9486261061	1.4M	$67M	$46
Apache Corp US0374111054	790K	$66M	$84
Coca-Cola Enterprises US19122T1097	1.7M	$61M	$35
Sohu.com US83408W1036	943K	$58M	$62
Copa Holdings S A USP310761056	413K	$54M	$131
United Parcel Service, Inc. US9113121068	612K	$53M	$86	47 / 100
Watsco, Inc. US9426222009	608K	$51M	$84	60 / 100
Analog Devices, Inc. US0326541051	900K	$41M	$45	62 / 100
The Home Depot, Inc. US4370761029	521K	$40M	$77	57 / 100
Danaher Corporation US2358511028	628K	$40M	$63	78 / 100
The TJX Companies, Inc. US8725401090	755K	$38M	$50	61 / 100
IHS Inc 'A' US4517341073	352K	$37M	$104
Solera Holdings US83421A1043	654K	$36M	$56
McDonald's Corporation US5801351017	345K	$34M	$99	64 / 100
Coca Cola Hbc ADR US1912231065	1.5M	$34M	$23
Exxon Mobil Corporation US30231G1022	337K	$30M	$90	61 / 100
Priceline.Com US7415034039	36K	$30M	$827
Stratasys USM855481018	349K	$29M	$84
Linear Technology US5356781063	785K	$29M	$37
IMAX Corp US45245E1091	1.2M	$29M	$25
Angie's List US0347541015	1.1M	$28M	$27
Alnylam Pharmaceuticals, Inc. US02043Q1076	901K	$28M	$31	69 / 100
Lululemon Athletica Inc. US5500211090	426K	$28M	$66	52 / 100
Protalix Biotherapeutics US74365A1016	4.8M	$23M	$4.9
iRobot Corporation US4627261005	589K	$23M	$40	50 / 100
Burger King Worldwide US1212201073	1.2M	$23M	$20
Beam Inc US0737301038	365K	$23M	$63
Rockwell Automation, Inc. US7739031091	266K	$22M	$83	46 / 100
Martin Marietta Materials, Inc. US5732841060	225K	$22M	$98	63 / 100
American International Group, Inc. US0268747849	483K	$22M	$45	45 / 100
Vale S.A. US91912E1055	1.5M	$20M	$13	57 / 100
Workday, Inc. US98138H1014	300K	$19M	$64	73 / 100
Zillow US98954A1079	335K	$19M	$56
Opentable US68372A1043	293K	$19M	$64
Penn West Petroleum Ltd US7078871057	1.7M	$17M	$11
Genomic Health US37244C1018	536K	$17M	$32
Bristol-Myers Squibb Company US1101221083	373K	$17M	$45	50 / 100
Kansas City Southern US4851703029	131K	$14M	$106
Philip Morris International Inc. US7181721090	156K	$14M	$87	77 / 100
Silver Wheaton US8283361074	638K	$13M	$20
Microsoft Corporation US5949181045	345K	$12M	$35	80 / 100
Curis US2312691015	3.3M	$11M	$3.2
IDEXX Laboratories, Inc. US45168D1046	107K	$9.6M	$90	71 / 100
Encana Corp US2925051045	503K	$8.5M	$17
Banco Bradesco S.A. US0594603039	608K	$7.9M	$13	56 / 100
Tortoise Energy Infrastructure US89147L1008	168K	$7.8M	$47
F5, Inc. US3156161024	107K	$7.4M	$69	52 / 100
Research In Motion US7609751026	646K	$6.8M	$11
Potash Corp of Sask. US73755L1070	170K	$6.5M	$38
Quanta Services, Inc. US74762E1029	239K	$6.3M	$26	50 / 100
General Cable Corp US3693001089	192K	$5.9M	$31
FEI Company US30241L1098	71K	$5.2M	$73
Reynolds American US7617131062	104K	$5M	$48
Pactera Technology International ADR US6952551090	651K	$4.4M	$6.8
Annaly Capital Man. US0357104092	258K	$3.2M	$13
iShares MSCI Brazil IDX FD US4642864007	69K	$3M	$44
Teva Pharmaceutical Industries Limited US8816242098	69K	$2.7M	$39	48 / 100
Berkshire Hathaway Inc. US0846701086	15	$2.5M	$169K	69 / 100
MarketAxess Holdings Inc. US57060D1081	19K	$888K	$47	53 / 100
IPG Photonics Corporation US44980X1090	14K	$868K	$61	45 / 100
Stamps.Com US8528572006	20K	$788K	$39
Acacia Research Corporation US0038813079	31K	$682K	$22	50 / 100
DexCom, Inc. US2521311074	30K	$673K	$22	69 / 100
Eldorado Gold (C$) US2849021033	96K	$595K	$6.2
EPAM Systems, Inc. US29414B1044	21K	$557K	$27
AeroVironment, Inc. US0080731088	23K	$460K	$20	65 / 100
Autonavi Holdings ADR US05330F1066	38K	$459K	$12
Novadaq Technologies Inc US66987G1022	31K	$417K	$13
Celgene US1510201049	3.5K	$407K	$117
FARO Technologies, Inc. US3116421021	12K	$402K	$34	49 / 100
NPS Pharmaceuticals US62936P1030	25K	$380K	$15
Regeneron Pharmaceuticals, Inc. US75886F1075	1.7K	$376K	$225	60 / 100
ITT Educational Services, Inc. US45068B1098	15K	$365K	$24
Power Integrations, Inc. US7392761034	8.5K	$345K	$41	52 / 100
BioMarin Pharmaceutical Inc. US09061G1013	5.9K	$332K	$56	57 / 100
Career Education Corp US1416651099	98K	$284K	$2.9
WSP Holdings Ltd - ADR US92934F2039	90K	$279K	$3.1
Hospira Inc US4410601003	7.2K	$275K	$38
Agilent Technologies, Inc. US00846U1016	6.3K	$270K	$43	64 / 100
Onyx Pharmaceuticals Inc US6833991093	3.1K	$267K	$87
Autodesk, Inc. US0527691069	7.4K	$253K	$34	60 / 100
Given Imaging Ltd USM520201007	17K	$243K	$14
Intralinks Holdings US46118H1041	33K	$240K	$7.3
Noah Holdings Limited US65487X1028	27K	$239K	$8.9
Hologic, Inc. US4364401012	12K	$232K	$19	50 / 100
Simcere Pharm.Gp.Adr 1:2 US82859P1049	24K	$231K	$9.5
Zhongpin Inc US98952K1079	17K	$225K	$13
Amedisys, Inc. US0234361089	19K	$222K	$12	51 / 100
Cepheid US15670R1077	5.4K	$185K	$34
Shanda Games Adr 1:2 'A' US81941U1051	46K	$183K	$4
Xyratex Ltd USG982681086	17K	$176K	$10
Sequenom US8173374054	41K	$173K	$4.2
Quest Diagnostics Incorporated US74834L1008	2.7K	$162K	$61
Medivation Inc US58501N1019	3.1K	$155K	$49
eMagin Corporation US29076N2062	40K	$142K	$3.6	51 / 100
Yongye International Inc US98607B1061	19K	$104K	$5.4
Ariad Pharmaceuticals Inc US04033A1007	5.3K	$93K	$17
Medgenics US58436Q2030	23K	$87K	$3.8
Biotime US09066L1052	21K	$82K	$4
Apollo Group Inc Class A US0376041051	4.2K	$74K	$18
Sprott Resource Lending US85207J1007	60K	$74K	$1.2
Exelixis, Inc. US30161Q1040	16K	$72K	$4.5
FreightCar America, Inc. US3570231007	4.2K	$71K	$17
Nam Tai Electronics Inc US6298652057	12K	$66K	$5.6
Memsic Inc US5862641033	10K	$41K	$4.1
Novacopper Inc US66988K1025	22K	$39K	$1.8
Republic Bancorp, Inc. US7602812049	700	$15K	$21