2013-Q3

Company	Shares	Market value	Share price	InsiderPie Expert Score
Baidu, Inc. US0567521085	28M	$4.3B	$155	56 / 100
Amazon.com, Inc. US0231351067	11M	$3.5B	$313	88 / 100
Google US38259P5089	2.4M	$2.1B	$876
eBay Inc. US2786421030	28M	$1.6B	$56	55 / 100
Illumina, Inc. US4523271090	16M	$1.3B	$81	60 / 100
Whole Foods Market US9668371068	22M	$1.3B	$59
Meta Platforms, Inc. US30303M1027	23M	$1.2B	$50	84 / 100
Salesforce, Inc. US79466L3024	21M	$1.1B	$52	78 / 100
Apple Inc. US0378331005	2.2M	$1B	$477	63 / 100
Intuitive Surgical, Inc. US46120E6023	2.3M	$875M	$376	74 / 100
Tesla, Inc. US88160R1014	4.3M	$836M	$193	82 / 100
Tripadvisor, Inc. US8969452015	10M	$766M	$76	53 / 100
MercadoLibre, Inc. US58733R1023	5.2M	$705M	$135	84 / 100
LinkedIn Corp A US53578A1088	2.7M	$659M	$246
Deere & Company US2441991054	7.4M	$599M	$81	79 / 100
Harley-Davidson, Inc. US4128221086	8.8M	$564M	$64	48 / 100
New Oriental Ed.& Tech. US6475811070	22M	$543M	$25
Taiwan Semiconductor Manufacturing Company Limited US8740391003	32M	$542M	$17	86 / 100
Credicorp USG2519Y1085	4.1M	$526M	$128
Rackspace Hosting US7500861007	9.4M	$494M	$53
Mastercard Incorporated US57636Q1040	670K	$451M	$673	84 / 100
Ctrip.Com Intl ADR US22943F1003	7.7M	$451M	$58
Itaú Unibanco Holding S.A. US4655621062	32M	$448M	$14	56 / 100
EOG Resources, Inc. US26875P1012	2.6M	$437M	$169	47 / 100
Seattle Genetics US8125781026	9.8M	$430M	$44
Markel Corporation US5705351048	789K	$408M	$518	56 / 100
Moody's Corporation US6153691059	5.7M	$402M	$70	78 / 100
Ryanair ADR US7835131043	7.4M	$367M	$50
PepsiCo, Inc. US7134481081	4.6M	$364M	$80	53 / 100
First Republic Bank US33616C1009	7.4M	$346M	$47	50 / 100
M&T Bank US55261F1049	2.9M	$329M	$112
Mindray Medical International ADR US6026751007	8.4M	$327M	$39
Embraer S.A. US29082A1079	9.7M	$314M	$32	51 / 100
CarMax, Inc. US1431301027	6.3M	$305M	$48	53 / 100
Xilinx, Inc. US9839191015	6.4M	$299M	$47	50 / 100
Waters Corporation US9418481035	2.7M	$286M	$106	69 / 100
The Walt Disney Company US2546871060	4.4M	$283M	$64	82 / 100
TD Ameritrade Holding Corp US87236Y1082	11M	$281M	$26
Ultra Petroleum Corp US9039141091	13M	$272M	$21
Visa Inc. US92826C8394	1.4M	$270M	$191	83 / 100
FLIR Sys. US3024451011	8.4M	$265M	$31
New York Community Bancorp, Inc. US6494451031	17M	$257M	$15	48 / 100
Royal Crbn.Cruises USV7780T1035	6.5M	$250M	$38
Lincoln Electric Holdings, Inc. US5339001068	3.6M	$240M	$67	52 / 100
The Progressive Corporation US7433151039	8.5M	$233M	$27	58 / 100
Dolby Laboratories, Inc. US25659T1079	6.7M	$230M	$35	46 / 100
Mohawk Industries, Inc. US6081901042	1.7M	$226M	$130	48 / 100
Ritchie Bros Auctioneers (USA) US7677441054	11M	$218M	$20
America Movil 'L Shares' ADR US02364W1053	11M	$210M	$20
Wellpoint Inc US94973V1070	2.4M	$200M	$84
Vale Pref ADR US91912E2046	14M	$197M	$14
CEMEX, S.A.B. de C.V. US1512908898	16M	$183M	$11	51 / 100
Praxair US74005P1049	1.5M	$180M	$120
National Oilwell Varco US6370711011	2.3M	$178M	$78
QUALCOMM Incorporated US7475251036	2.5M	$165M	$67	46 / 100
Berkshire Hathaway Inc. US0846707026	1.4M	$163M	$114	69 / 100
Johnson & Johnson US4781601046	1.8M	$157M	$87	48 / 100
Altera Corp US0214411003	4.1M	$154M	$37
Bed Bath & Beyond Inc. US0758961009	2M	$152M	$77	48 / 100
Youku Inc ADR US98742U1007	5.3M	$146M	$27
Pfizer Inc. US7170811035	4.8M	$137M	$29	59 / 100
Teradata Corporation US88076W1036	2.4M	$134M	$55	51 / 100
Arcos Dorados Holdings USG0457F1078	11M	$129M	$12
O'Reilly Automotive, Inc. US67103H1077	994K	$127M	$128	57 / 100
Omnicom Group Inc. US6819191064	1.9M	$121M	$63	56 / 100
Qiagen N.V USN724821079	5.4M	$116M	$21
Mettler-Toledo International Inc. US5926881054	479K	$115M	$240	60 / 100
Petróleo Brasileiro S.A. - Petrobras US71654V4086	7.4M	$115M	$15	63 / 100
Teradyne, Inc. US8807701029	6.7M	$110M	$17	61 / 100
Petróleo Brasileiro S.A. - Petrobras US71654V1017	6.4M	$107M	$17	63 / 100
U.S. Bancorp US9029733048	2.8M	$102M	$37	31 / 100
Kraft Foods Group US50076Q1067	1.8M	$94M	$52
ICICI Bank Limited US45104G1040	3M	$90M	$30	54 / 100
PriceSmart, Inc. US7415111092	930K	$89M	$95	54 / 100
Myriad Genetics, Inc. US62855J1043	3.7M	$86M	$24	52 / 100
Coca-Cola Enterprises US19122T1097	2.1M	$84M	$40
Brown-Forman Corporation US1156372096	1.2M	$82M	$68	50 / 100
Cenovus Energy Inc US15135U1097	2.7M	$81M	$30
Danaher Corporation US2358511028	1.1M	$76M	$69	78 / 100
Sohu.com US83408W1036	951K	$75M	$79
Westport Innovations Inc US9609083095	3.1M	$75M	$24
Apache Corp US0374111054	863K	$74M	$85
Sociedad Química y Minera de Chile S.A. US8336351056	2.4M	$72M	$31	59 / 100
Watsco, Inc. US9426222009	747K	$70M	$94	60 / 100
Colgate-Palmolive Company US1941621039	1.2M	$68M	$59	58 / 100
Weight Watchers Intl. US9486261061	1.6M	$61M	$37
Copa Holdings S A USP310761056	422K	$59M	$139
United Parcel Service, Inc. US9113121068	628K	$57M	$91	47 / 100
Lululemon Athletica Inc. US5500211090	755K	$55M	$73	52 / 100
Alnylam Pharmaceuticals, Inc. US02043Q1076	753K	$48M	$64	69 / 100
The TJX Companies, Inc. US8725401090	848K	$48M	$56	61 / 100
Analog Devices, Inc. US0326541051	930K	$44M	$47	62 / 100
Coca Cola Hbc ADR US1912231065	1.3M	$40M	$30
IHS Inc 'A' US4517341073	345K	$39M	$114
Exxon Mobil Corporation US30231G1022	427K	$37M	$86	61 / 100
Solera Holdings US83421A1043	670K	$35M	$53
Linear Technology US5356781063	882K	$35M	$40
Priceline.Com US7415034039	34K	$34M	$1K
Monsanto Co US61166W1018	325K	$34M	$104
Stratasys USM855481018	333K	$34M	$101
McDonald's Corporation US5801351017	341K	$33M	$96	64 / 100
Life Technologies Corp US53217V1098	438K	$33M	$75
Rockwell Automation, Inc. US7739031091	304K	$33M	$107	46 / 100
IMAX Corp US45245E1091	1M	$31M	$30
Martin Marietta Materials, Inc. US5732841060	299K	$29M	$98	63 / 100
Zillow US98954A1079	335K	$28M	$84
Genomic Health US37244C1018	836K	$26M	$31
iRobot Corporation US4627261005	670K	$25M	$38	50 / 100
Protalix Biotherapeutics US74365A1016	5.5M	$25M	$4.5
Workday, Inc. US98138H1014	300K	$24M	$81	73 / 100
Beam Inc US0737301038	373K	$24M	$65
American International Group, Inc. US0268747849	483K	$23M	$49	45 / 100
Burger King Worldwide US1212201073	1.2M	$23M	$20
Compañía Cervecerías Unidas S.A. US2044291043	834K	$22M	$27	50 / 100
Philip Morris International Inc. US7181721090	250K	$22M	$87	77 / 100
Opentable US68372A1043	298K	$21M	$70
Penn West Petroleum Ltd US7078871057	1.8M	$20M	$11
F5, Inc. US3156161024	237K	$20M	$86	52 / 100
Microsoft Corporation US5949181045	608K	$20M	$33	80 / 100
Angie's List US0347541015	890K	$20M	$23
Bristol-Myers Squibb Company US1101221083	389K	$18M	$46	50 / 100
The Home Depot, Inc. US4370761029	220K	$17M	$76	57 / 100
Silver Wheaton US8283361074	638K	$16M	$25
Curis US2312691015	3.3M	$15M	$4.5
American Water Works Company, Inc. US0304201033	360K	$15M	$41	51 / 100
California Water Service Group US1307881029	730K	$15M	$20	51 / 100
Aqua America US03836W1036	588K	$15M	$25
American States Water Company US0298991011	520K	$14M	$28	51 / 100
Kansas City Southern US4851703029	130K	$14M	$109
Regeneron Pharmaceuticals, Inc. US75886F1075	39K	$12M	$313	60 / 100
HEICO Corporation US4228061093	169K	$11M	$68	63 / 100
IDEXX Laboratories, Inc. US45168D1046	107K	$11M	$100	71 / 100
Tortoise Energy Infrastructure US89147L1008	210K	$9.6M	$46
Oracle Corporation US68389X1054	275K	$9.1M	$33	51 / 100
Encana Corp US2925051045	503K	$8.7M	$17
Banco Bradesco S.A. US0594603039	608K	$8.4M	$14	56 / 100
Walmart Inc. US9311421039	112K	$8.3M	$74	70 / 100
FEI Company US30241L1098	85K	$7.4M	$88
Fastenal Company US3119001044	144K	$7.2M	$50	53 / 100
Quanta Services, Inc. US74762E1029	261K	$7.2M	$28	50 / 100
Schlumberger US8068571087	76K	$6.7M	$88
General Cable Corp US3693001089	208K	$6.6M	$32
Annaly Capital Man. US0357104092	559K	$6.5M	$12
Donaldson Company, Inc. US2576511099	162K	$6.2M	$38	50 / 100
Reynolds American US7617131062	121K	$5.9M	$49
Automatic Data Processing, Inc. US0530151036	80K	$5.8M	$72	73 / 100
Tiffany & Co US8865471085	68K	$5.2M	$77
Blackberry Ltd US09228F1030	646K	$5.1M	$7.9
The Sherwin-Williams Company US8243481061	27K	$4.9M	$182	69 / 100
Ecolab Inc. US2788651006	49K	$4.8M	$99	69 / 100
Varian Medical Systems Inc US92220P1057	64K	$4.8M	$75
American Express Company US0258161092	61K	$4.6M	$76	77 / 100
Nordson Corporation US6556631025	61K	$4.5M	$74	46 / 100
Pactera Technology International ADR US6952551090	651K	$3.8M	$5.9
Ishares Msci Acwi Index F US4642882579	70K	$3.8M	$54
C.H. Robinson Worldwide, Inc. US12541W2098	63K	$3.7M	$60	49 / 100
Johnson Controls US4783661071	90K	$3.7M	$42
iShares MSCI Brazil IDX FD US4642864007	68K	$3.3M	$48
MarketAxess Holdings Inc. US57060D1081	47K	$2.8M	$60	53 / 100
Teva Pharmaceutical Industries Limited US8816242098	69K	$2.6M	$38	48 / 100
Berkshire Hathaway Inc. US0846701086	15	$2.6M	$170K	69 / 100
Novadaq Technologies Inc US66987G1022	148K	$2.5M	$17
Microchip Technology Incorporated US5950171042	52K	$2.1M	$40
DexCom, Inc. US2521311074	66K	$1.9M	$28	69 / 100
IPG Photonics Corporation US44980X1090	32K	$1.8M	$56	45 / 100
Stamps.Com US8528572006	39K	$1.8M	$46
EPAM Systems, Inc. US29414B1044	48K	$1.6M	$35
AeroVironment, Inc. US0080731088	50K	$1.2M	$23	65 / 100
Make My Trip USV5633W1090	74K	$1.1M	$15
Autonavi Holdings ADR US05330F1066	68K	$1M	$15
FARO Technologies, Inc. US3116421021	24K	$1M	$42	49 / 100
Given Imaging Ltd USM520201007	45K	$874K	$19
Acacia Research Corporation US0038813079	37K	$842K	$23	50 / 100
Power Integrations, Inc. US7392761034	16K	$839K	$54	52 / 100
NPS Pharmaceuticals US62936P1030	25K	$801K	$32
Ellie Mae US28849P1003	21K	$672K	$32
Celgene US1510201049	3.5K	$536K	$154
ITT Educational Services, Inc. US45068B1098	15K	$463K	$31
Noah Holdings Limited US65487X1028	27K	$460K	$17
BioMarin Pharmaceutical Inc. US09061G1013	5.9K	$430K	$72	57 / 100
Onyx Pharmaceuticals Inc US6833991093	3.1K	$384K	$125
Medgenics US58436Q2030	48K	$373K	$7.8
Amedisys, Inc. US0234361089	19K	$329K	$17	51 / 100
Agilent Technologies, Inc. US00846U1016	6.3K	$323K	$51	64 / 100
Autodesk, Inc. US0527691069	7.4K	$306K	$41	60 / 100
Laredo Petroleum Holding Inc US5168061068	10K	$297K	$30
Intralinks Holdings US46118H1041	33K	$290K	$8.8
Hospira Inc US4410601003	7.2K	$282K	$39
Career Education Corp US1416651099	98K	$271K	$2.8
Hologic, Inc. US4364401012	12K	$249K	$21	50 / 100
Simcere Pharm.Gp.Adr 1:2 US82859P1049	24K	$231K	$9.5
Cepheid US15670R1077	5.4K	$210K	$39
Xyratex Ltd USG982681086	17K	$194K	$11
Medivation Inc US58501N1019	3.1K	$189K	$60
WSP Holdings Ltd - ADR US92934F2039	90K	$187K	$2.1
Shanda Games Adr 1:2 'A' US81941U1051	46K	$181K	$3.9
Quest Diagnostics Incorporated US74834L1008	2.7K	$165K	$62
eMagin Corporation US29076N2062	40K	$120K	$3	51 / 100
Yongye International Inc US98607B1061	19K	$120K	$6.2
Sequenom US8173374054	41K	$110K	$2.7
Ariad Pharmaceuticals Inc US04033A1007	5.3K	$98K	$18
Exelixis, Inc. US30161Q1040	16K	$93K	$5.8
Nam Tai Electronics Inc US6298652057	12K	$91K	$7.8
Apollo Group Inc Class A US0376041051	4.2K	$87K	$21
FreightCar America, Inc. US3570231007	4.2K	$86K	$21
Biotime US09066L1052	21K	$78K	$3.8
CIA Cervecerias Rights US2044291126	133K	$60K	$0.45
Novacopper Inc US66988K1025	22K	$42K	$1.9
Republic Bancorp, Inc. US7602812049	100	$3K	$30