2013-Q4

Company	Shares	Market value	Share price	InsiderPie Expert Score
Baidu, Inc. US0567521085	26M	$4.6B	$178	56 / 100
Amazon.com, Inc. US0231351067	9.8M	$3.9B	$399	88 / 100
Google US38259P5089	2.3M	$2.6B	$1.1K
Illumina, Inc. US4523271090	15M	$1.7B	$111	60 / 100
eBay Inc. US2786421030	28M	$1.5B	$55	55 / 100
Meta Platforms, Inc. US30303M1027	22M	$1.2B	$55	84 / 100
Whole Foods Market US9668371068	20M	$1.2B	$58
Apple Inc. US0378331005	2.1M	$1.2B	$561	63 / 100
Salesforce, Inc. US79466L3024	20M	$1.1B	$55	78 / 100
Intuitive Surgical, Inc. US46120E6023	2.7M	$1B	$384	74 / 100
Tripadvisor, Inc. US8969452015	8.3M	$688M	$83	53 / 100
New Oriental Ed.& Tech. US6475811070	22M	$679M	$32
Tesla, Inc. US88160R1014	4.2M	$639M	$150	82 / 100
Harley-Davidson, Inc. US4128221086	8.8M	$613M	$69	48 / 100
MercadoLibre, Inc. US58733R1023	5.4M	$578M	$108	84 / 100
Mastercard Incorporated US57636Q1040	682K	$570M	$835	84 / 100
Taiwan Semiconductor Manufacturing Company Limited US8740391003	33M	$568M	$17	86 / 100
Credicorp USG2519Y1085	4.1M	$551M	$133
LinkedIn Corp A US53578A1088	2.5M	$549M	$217
Royal Crbn.Cruises USV7780T1035	11M	$539M	$47
Seattle Genetics US8125781026	13M	$531M	$40
First Republic Bank US33616C1009	10M	$523M	$52	50 / 100
TD Ameritrade Holding Corp US87236Y1082	17M	$510M	$31
M&T Bank US55261F1049	4.1M	$483M	$116
Markel Corporation US5705351048	789K	$458M	$580	56 / 100
Moody's Corporation US6153691059	5.8M	$456M	$78	78 / 100
EOG Resources, Inc. US26875P1012	2.6M	$435M	$168	47 / 100
Itaú Unibanco Holding S.A. US4655621062	31M	$417M	$14	56 / 100
PepsiCo, Inc. US7134481081	4.6M	$385M	$83	53 / 100
Ctrip.Com Intl ADR US22943F1003	7.3M	$363M	$50
Rackspace Hosting US7500861007	9.2M	$360M	$39
The Walt Disney Company US2546871060	4.5M	$348M	$76	82 / 100
Ryanair ADR US7835131043	7.3M	$342M	$47
Embraer S.A. US29082A1079	10M	$327M	$32	51 / 100
Visa Inc. US92826C8394	1.5M	$325M	$223	83 / 100
Mindray Medical International ADR US6026751007	8.7M	$316M	$36
CarMax, Inc. US1431301027	6.4M	$300M	$47	53 / 100
Xilinx, Inc. US9839191015	6.4M	$296M	$46	50 / 100
New York Community Bancorp, Inc. US6494451031	17M	$294M	$17	48 / 100
Ultra Petroleum Corp US9039141091	13M	$276M	$22
Waters Corporation US9418481035	2.7M	$274M	$100	69 / 100
Lincoln Electric Holdings, Inc. US5339001068	3.8M	$268M	$71	52 / 100
Dolby Laboratories, Inc. US25659T1079	6.8M	$264M	$39	46 / 100
FLIR Sys. US3024451011	8.7M	$261M	$30
Wellpoint Inc US94973V1070	2.8M	$254M	$92
Twitter, Inc. (delisted) US90184L1026	4M	$253M	$64	50 / 100
Ritchie Bros Auctioneers (USA) US7677441054	11M	$246M	$23
QUALCOMM Incorporated US7475251036	3.3M	$245M	$74	46 / 100
Vale Pref ADR US91912E2046	17M	$241M	$14
Splunk Inc. US8486371045	3.4M	$234M	$69	50 / 100
The Progressive Corporation US7433151039	8.5M	$232M	$27	58 / 100
CEMEX, S.A.B. de C.V. US1512908898	18M	$207M	$12	51 / 100
Youku Inc ADR US98742U1007	6.8M	$205M	$30
Praxair US74005P1049	1.6M	$202M	$130
Deere & Company US2441991054	2.1M	$189M	$91	79 / 100
National Oilwell Varco US6370711011	2.3M	$185M	$80
Berkshire Hathaway Inc. US0846707026	1.5M	$174M	$119	69 / 100
Johnson & Johnson US4781601046	1.8M	$163M	$92	48 / 100
Bed Bath & Beyond Inc. US0758961009	2M	$162M	$80	48 / 100
Altera Corp US0214411003	4.4M	$143M	$33
Sociedad Química y Minera de Chile S.A. US8336351056	5.5M	$143M	$26	59 / 100
Pfizer Inc. US7170811035	4.6M	$142M	$31	59 / 100
Arcos Dorados Holdings USG0457F1078	12M	$142M	$12
Qiagen N.V USN724821079	5.6M	$133M	$24
America Movil 'L Shares' ADR US02364W1053	5.4M	$127M	$23
Teradyne, Inc. US8807701029	6.9M	$121M	$18	61 / 100
Mettler-Toledo International Inc. US5926881054	487K	$118M	$243	60 / 100
ICICI Bank Limited US45104G1040	3M	$113M	$37	54 / 100
Kraft Foods Group US50076Q1067	2M	$107M	$54
U.S. Bancorp US9029733048	2.5M	$101M	$40	31 / 100
Petróleo Brasileiro S.A. - Petrobras US71654V1017	6.8M	$100M	$15	63 / 100
Coca-Cola Enterprises US19122T1097	2.2M	$98M	$44
Myriad Genetics, Inc. US62855J1043	4.5M	$95M	$21	52 / 100
Petróleo Brasileiro S.A. - Petrobras US71654V4086	6.8M	$94M	$14	63 / 100
Teradata Corporation US88076W1036	2.1M	$94M	$45	51 / 100
PriceSmart, Inc. US7415111092	807K	$93M	$116	54 / 100
Danaher Corporation US2358511028	1.2M	$93M	$77	78 / 100
Brown-Forman Corporation US1156372096	1.2M	$89M	$76	50 / 100
Sohu.com US83408W1036	1.1M	$83M	$73
Copa Holdings S A USP310761056	506K	$81M	$160
Apache Corp US0374111054	934K	$80M	$86
Cenovus Energy Inc US15135U1097	2.7M	$78M	$29
Martin Marietta Materials, Inc. US5732841060	748K	$75M	$100	63 / 100
Colgate-Palmolive Company US1941621039	1.1M	$74M	$65	58 / 100
Watsco, Inc. US9426222009	738K	$71M	$96	60 / 100
United Parcel Service, Inc. US9113121068	627K	$66M	$105	47 / 100
Westport Innovations Inc US9609083095	3.3M	$64M	$20
Alnylam Pharmaceuticals, Inc. US02043Q1076	893K	$57M	$64	69 / 100
Weight Watchers Intl. US9486261061	1.7M	$55M	$33
The TJX Companies, Inc. US8725401090	842K	$54M	$64	61 / 100
Solera Holdings US83421A1043	661K	$47M	$71
Lululemon Athletica Inc. US5500211090	768K	$45M	$59	52 / 100
Exxon Mobil Corporation US30231G1022	419K	$42M	$101	61 / 100
IHS Inc 'A' US4517341073	339K	$41M	$120
Linear Technology US5356781063	882K	$40M	$46
Stratasys USM855481018	293K	$40M	$135
Monsanto Co US61166W1018	318K	$37M	$117
Coca Cola Hbc ADR US1912231065	1.3M	$37M	$29
Priceline.Com US7415034039	31K	$37M	$1.2K
Rockwell Automation, Inc. US7739031091	298K	$35M	$118	46 / 100
Analog Devices, Inc. US0326541051	683K	$35M	$51	62 / 100
American Express Company US0258161092	373K	$34M	$91	77 / 100
Genomic Health US37244C1018	1.2M	$34M	$29
McDonald's Corporation US5801351017	341K	$33M	$97	64 / 100
Compañía Cervecerías Unidas S.A. US2044291043	1.3M	$31M	$24	50 / 100
MarketAxess Holdings Inc. US57060D1081	448K	$30M	$67	53 / 100
iRobot Corporation US4627261005	860K	$30M	$35	50 / 100
Bristol-Myers Squibb Company US1101221083	553K	$29M	$53	50 / 100
Zillow US98954A1079	333K	$27M	$82
Burger King Worldwide US1212201073	1.2M	$27M	$23
Ishares Msci Acwi Index F US4642882579	459K	$26M	$58
O'Reilly Automotive, Inc. US67103H1077	202K	$26M	$129	57 / 100
IMAX Corp US45245E1091	877K	$26M	$29
Beam Inc US0737301038	372K	$25M	$68
Workday, Inc. US98138H1014	300K	$25M	$83	73 / 100
American International Group, Inc. US0268747849	475K	$24M	$51	45 / 100
Opentable US68372A1043	304K	$24M	$79
Zulily Inc US9897741040	572K	$24M	$41
Ocwen Financial Corp US6757463095	427K	$24M	$55
Protalix Biotherapeutics US74365A1016	5.9M	$23M	$3.9
Microsoft Corporation US5949181045	609K	$23M	$37	80 / 100
Philip Morris International Inc. US7181721090	247K	$21M	$87	77 / 100
F5, Inc. US3156161024	236K	$21M	$91	52 / 100
Nuveen Floating Rate Income US67072T1088	1.7M	$21M	$12
The Home Depot, Inc. US4370761029	220K	$18M	$82	57 / 100
Applied Materials, Inc. US0382221051	960K	$17M	$18	57 / 100
California Water Service Group US1307881029	730K	$17M	$23	51 / 100
Kansas City Southern US4851703029	124K	$15M	$124
Penn West Petroleum Ltd US7078871057	1.8M	$15M	$8.4
American Water Works Company, Inc. US0304201033	360K	$15M	$42	51 / 100
Eaton Vance Floating Rate Income Trust US2782791048	990K	$15M	$15
American States Water Company US0298991011	520K	$15M	$29	51 / 100
Aqua America US03836W1036	588K	$14M	$24
Silver Wheaton US8283361074	627K	$13M	$20
HEICO Corporation US4228061093	203K	$12M	$58	63 / 100
Blue Capital Reinsurance Holdings (US) USG1190F1078	629K	$12M	$18
IDEXX Laboratories, Inc. US45168D1046	107K	$11M	$106	71 / 100
Pioneer Floating Rate Fund, Inc. US72369J1025	850K	$11M	$13
Oracle Corporation US68389X1054	275K	$11M	$38	51 / 100
Qunar US74906P1049	396K	$10M	$27
Regeneron Pharmaceuticals, Inc. US75886F1075	37K	$10M	$275	60 / 100
Tortoise Energy Infrastructure US89147L1008	211K	$10M	$48
Curis US2312691015	3.2M	$9.1M	$2.8
Blackrock Floating Rate Income US0919411043	650K	$9.1M	$14
Walmart Inc. US9311421039	112K	$8.8M	$79	70 / 100
Quanta Services, Inc. US74762E1029	262K	$8.3M	$32	50 / 100
Nuveen Senior Income Fund US67067Y1047	1.1M	$8M	$7.1
Apollo Senior Floating Rate US0376361079	430K	$7.8M	$18
Banco Bradesco S.A. US0594603039	608K	$7.6M	$13	56 / 100
FEI Company US30241L1098	85K	$7.6M	$89
Eaton Vance Senior Income Trust US27826S1033	1.1M	$7.3M	$6.9
Donaldson Company, Inc. US2576511099	162K	$7M	$43	50 / 100
Fastenal Company US3119001044	144K	$6.9M	$48	53 / 100
Schlumberger US8068571087	76K	$6.8M	$90
Automatic Data Processing, Inc. US0530151036	80K	$6.5M	$81	73 / 100
Tiffany & Co US8865471085	68K	$6.3M	$93
General Cable Corp US3693001089	208K	$6.1M	$29
Reynolds American US7617131062	121K	$6.1M	$50
Annaly Capital Man. US0357104092	560K	$5.6M	$10
Ecolab Inc. US2788651006	49K	$5.1M	$104	69 / 100
Varian Medical Systems Inc US92220P1057	64K	$5M	$78
The Sherwin-Williams Company US8243481061	27K	$4.9M	$184	69 / 100
Johnson Controls US4783661071	90K	$4.6M	$51
Nordson Corporation US6556631025	61K	$4.5M	$74	46 / 100
Pactera Technology International ADR US6952551090	632K	$4.5M	$7.2
C.H. Robinson Worldwide, Inc. US12541W2098	63K	$3.7M	$58	49 / 100
IPG Photonics Corporation US44980X1090	39K	$3M	$78	45 / 100
Novadaq Technologies Inc US66987G1022	183K	$3M	$16
Turquoise Hill Resources Ltd US9004351089	852K	$2.8M	$3.3
DexCom, Inc. US2521311074	79K	$2.8M	$35	69 / 100
Teva Pharmaceutical Industries Limited US8816242098	69K	$2.8M	$40	48 / 100
Berkshire Hathaway Inc. US0846701086	15	$2.7M	$178K	69 / 100
Microchip Technology Incorporated US5950171042	52K	$2.3M	$45
Bitauto Holdings Ltd - ADR US0917271076	68K	$2.2M	$32
Angie's List US0347541015	133K	$2M	$15
Make My Trip USV5633W1090	100K	$1.9M	$19
EPAM Systems, Inc. US29414B1044	48K	$1.7M	$35
Stamps.Com US8528572006	39K	$1.6M	$42
AeroVironment, Inc. US0080731088	55K	$1.6M	$29	65 / 100
iShares MSCI Brazil IDX FD US4642864007	35K	$1.6M	$45
FARO Technologies, Inc. US3116421021	27K	$1.6M	$58	49 / 100
Acacia Research Corporation US0038813079	89K	$1.3M	$15	50 / 100
Given Imaging Ltd USM520201007	39K	$1.2M	$30
Exa Corp US3006145003	85K	$1.1M	$13
Autonavi Holdings ADR US05330F1066	68K	$975K	$14
Power Integrations, Inc. US7392761034	16K	$865K	$56	52 / 100
SK Telecom ADR (US) US78440P1084	34K	$837K	$25
Turquoise Hill Resources Nil Paid US9004351162	852K	$802K	$0.94
Intralinks Holdings US46118H1041	58K	$702K	$12
Medgenics US58436Q2030	104K	$623K	$6
Ellie Mae US28849P1003	21K	$564K	$27
Career Education Corp US1416651099	98K	$559K	$5.7
ITT Educational Services, Inc. US45068B1098	15K	$502K	$34
Noah Holdings Limited US65487X1028	27K	$486K	$18
Blackberry Ltd US09228F1030	39K	$286K	$7.4
Amedisys, Inc. US0234361089	19K	$280K	$15	51 / 100
WSP Holdings Ltd - ADR US92934F2039	90K	$243K	$2.7
Simcere Pharm.Gp.Adr 1:2 US82859P1049	24K	$236K	$9.7
Xyratex Ltd USG982681086	17K	$232K	$13
Shanda Games Adr 1:2 'A' US81941U1051	46K	$212K	$4.6
Yongye International Inc US98607B1061	28K	$182K	$6.4
Apollo Group Inc Class A US0376041051	4.2K	$115K	$27
FreightCar America, Inc. US3570231007	4.2K	$111K	$27
Nam Tai Electronics Inc US6298652057	12K	$84K	$7.2
Novacopper Inc US66988K1025	22K	$33K	$1.5
Republic Bancorp, Inc. US7602812049	100	$2K	$20