2014-Q1

Company	Shares	Market value	Share price	InsiderPie Expert Score
Baidu, Inc. US0567521085	25M	$3.8B	$152	56 / 100
Amazon.com, Inc. US0231351067	9.6M	$3.2B	$337	88 / 100
Google US38259P5089	2.2M	$2.5B	$1.1K
Illumina, Inc. US4523271090	14M	$2B	$149	60 / 100
eBay Inc. US2786421030	26M	$1.5B	$55	55 / 100
Meta Platforms, Inc. US30303M1027	19M	$1.2B	$60	84 / 100
Intuitive Surgical, Inc. US46120E6023	2.5M	$1.1B	$438	74 / 100
Apple Inc. US0378331005	1.9M	$1B	$537	63 / 100
Salesforce, Inc. US79466L3024	18M	$1B	$57	78 / 100
Whole Foods Market US9668371068	19M	$973M	$51
Tesla, Inc. US88160R1014	4M	$831M	$208	82 / 100
Tripadvisor, Inc. US8969452015	8M	$729M	$91	53 / 100
Royal Crbn.Cruises USV7780T1035	13M	$696M	$55
Taiwan Semiconductor Manufacturing Company Limited US8740391003	34M	$681M	$20	86 / 100
New Oriental Ed.& Tech. US6475811070	23M	$679M	$29
Harley-Davidson, Inc. US4128221086	9.1M	$607M	$67	48 / 100
TD Ameritrade Holding Corp US87236Y1082	18M	$599M	$34
Seattle Genetics US8125781026	13M	$586M	$46
Ctrip.Com Intl ADR US22943F1003	11M	$577M	$50
First Republic Bank US33616C1009	10M	$556M	$54	50 / 100
Credicorp USG2519Y1085	3.9M	$532M	$138
EOG Resources, Inc. US26875P1012	2.6M	$512M	$196	47 / 100
MercadoLibre, Inc. US58733R1023	5.4M	$510M	$95	84 / 100
M&T Bank US55261F1049	4.2M	$507M	$121
Markel Corporation US5705351048	813K	$485M	$596	56 / 100
Moody's Corporation US6153691059	6.1M	$480M	$79	78 / 100
Itaú Unibanco Holding S.A. US4655621062	32M	$471M	$15	56 / 100
LinkedIn Corp A US53578A1088	2.5M	$465M	$185
Ryanair ADR US7835131043	7.4M	$437M	$59
The Walt Disney Company US2546871060	4.7M	$378M	$80	82 / 100
Splunk Inc. US8486371045	5.1M	$367M	$71	50 / 100
Embraer S.A. US29082A1079	10M	$365M	$35	51 / 100
Xilinx, Inc. US9839191015	6.6M	$360M	$54	50 / 100
Ultra Petroleum Corp US9039141091	13M	$356M	$27
PepsiCo, Inc. US7134481081	4.1M	$341M	$84	53 / 100
FLIR Sys. US3024451011	9.1M	$327M	$36
Visa Inc. US92826C8394	1.5M	$323M	$216	83 / 100
Dolby Laboratories, Inc. US25659T1079	7.1M	$318M	$45	46 / 100
CarMax, Inc. US1431301027	6.6M	$311M	$47	53 / 100
Waters Corporation US9418481035	2.8M	$307M	$108	69 / 100
American Express Company US0258161092	3.4M	$303M	$90	77 / 100
Wellpoint Inc US94973V1070	3M	$301M	$100
Mastercard Incorporated US57636Q1040	4M	$299M	$75	84 / 100
Myriad Genetics, Inc. US62855J1043	8.7M	$296M	$34	52 / 100
New York Community Bancorp, Inc. US6494451031	18M	$292M	$16	48 / 100
Mindray Medical International ADR US6026751007	9M	$291M	$32
Rackspace Hosting US7500861007	8.9M	$291M	$33
Lincoln Electric Holdings, Inc. US5339001068	3.9M	$279M	$72	52 / 100
QUALCOMM Incorporated US7475251036	3.4M	$272M	$79	46 / 100
Martin Marietta Materials, Inc. US5732841060	2.1M	$268M	$128	63 / 100
Twitter, Inc. (delisted) US90184L1026	5.7M	$264M	$47	50 / 100
Ritchie Bros Auctioneers (USA) US7677441054	11M	$262M	$24
Teradyne, Inc. US8807701029	13M	$259M	$20	61 / 100
CEMEX, S.A.B. de C.V. US1512908898	19M	$246M	$13	51 / 100
Stratasys USM855481018	2.2M	$238M	$106
Praxair US74005P1049	1.6M	$214M	$131
Berkshire Hathaway Inc. US0846707026	1.5M	$190M	$125	69 / 100
Youku Inc ADR US98742U1007	6.7M	$188M	$28
Johnson & Johnson US4781601046	1.8M	$178M	$98	48 / 100
Sociedad Química y Minera de Chile S.A. US8336351056	5.3M	$167M	$32	59 / 100
Deere & Company US2441991054	1.8M	$163M	$91	79 / 100
Altera Corp US0214411003	4.2M	$152M	$36
The Progressive Corporation US7433151039	6.2M	$150M	$24	58 / 100
Pfizer Inc. US7170811035	4.6M	$148M	$32	59 / 100
Vale Pref ADR US91912E2046	12M	$144M	$12
Colgate-Palmolive Company US1941621039	2.2M	$140M	$65	58 / 100
Qiagen N.V USN724821079	5.7M	$120M	$21
Kraft Foods Group US50076Q1067	2.1M	$116M	$56
Mettler-Toledo International Inc. US5926881054	484K	$114M	$236	60 / 100
ICICI Bank Limited US45104G1040	2.5M	$109M	$44	54 / 100
Coca-Cola Enterprises US19122T1097	2.2M	$107M	$48
U.S. Bancorp US9029733048	2.5M	$106M	$43	31 / 100
Brown-Forman Corporation US1156372096	1.2M	$105M	$90	50 / 100
Teradata Corporation US88076W1036	2.1M	$103M	$49	51 / 100
United Parcel Service, Inc. US9113121068	1M	$102M	$97	47 / 100
America Movil 'L Shares' ADR US02364W1053	4.6M	$91M	$20
Danaher Corporation US2358511028	1.2M	$90M	$75	78 / 100
PriceSmart, Inc. US7415111092	808K	$82M	$101	54 / 100
Arcos Dorados Holdings USG0457F1078	7.9M	$79M	$10
Apache Corp US0374111054	927K	$77M	$83
Cenovus Energy Inc US15135U1097	2.6M	$76M	$29
Watsco, Inc. US9426222009	739K	$74M	$100	60 / 100
Sohu.com US83408W1036	1.1M	$73M	$65
Alnylam Pharmaceuticals, Inc. US02043Q1076	1.1M	$72M	$67	69 / 100
Copa Holdings S A USP310761056	492K	$71M	$145
LATAM Airlines Group S.A. US51817R1068	3.8M	$57M	$15	52 / 100
The TJX Companies, Inc. US8725401090	796K	$48M	$61	61 / 100
Linear Technology US5356781063	874K	$43M	$49
MarketAxess Holdings Inc. US57060D1081	659K	$39M	$59	53 / 100
Bancolombia S.A. US05968L1026	678K	$38M	$56
iRobot Corporation US4627261005	922K	$38M	$41	50 / 100
IHS Inc 'A' US4517341073	310K	$38M	$122
Rockwell Automation, Inc. US7739031091	297K	$37M	$125	46 / 100
Workday, Inc. US98138H1014	400K	$37M	$91	73 / 100
Analog Devices, Inc. US0326541051	675K	$36M	$53	62 / 100
Genomic Health US37244C1018	1.3M	$35M	$26
Zillow US98954A1079	397K	$35M	$88
Solera Holdings US83421A1043	549K	$35M	$63
The Priceline Group Inc US7415034039	29K	$34M	$1.2K
McDonald's Corporation US5801351017	341K	$33M	$98	64 / 100
Nuveen Floating Rate Income US67072T1088	2.8M	$33M	$12
Opentable US68372A1043	423K	$33M	$77
Monsanto Co US61166W1018	285K	$32M	$114
IMAX Corp US45245E1091	1.2M	$32M	$27
Burger King Worldwide US1212201073	1.2M	$31M	$27
Beam Inc US0737301038	364K	$30M	$83
Eaton Vance Floating Rate Income Trust US2782791048	1.9M	$29M	$16
Coca Cola Hbc ADR US1912231065	1.2M	$29M	$25
O'Reilly Automotive, Inc. US67103H1077	194K	$29M	$148	57 / 100
Zulily Inc US9897741040	572K	$29M	$50
Compañía Cervecerías Unidas S.A. US2044291043	1.3M	$29M	$22	50 / 100
Bristol-Myers Squibb Company US1101221083	541K	$28M	$52	50 / 100
National Oilwell Varco US6370711011	351K	$27M	$78
Protalix Biotherapeutics US74365A1016	5.9M	$27M	$4.6
Ishares Msci Acwi Index F US4642882579	459K	$27M	$58
Microsoft Corporation US5949181045	611K	$25M	$41	80 / 100
North Atlantic Drilling USG6613P2023	2.8M	$25M	$8.8
F5, Inc. US3156161024	232K	$25M	$107	52 / 100
California Water Service Group US1307881029	970K	$23M	$24	51 / 100
American States Water Company US0298991011	710K	$23M	$32	51 / 100
Aqua America US03836W1036	908K	$23M	$25
American Water Works Company, Inc. US0304201033	500K	$23M	$45	51 / 100
Infosys Limited US4567881085	411K	$22M	$54	50 / 100
Applied Materials, Inc. US0382221051	1M	$21M	$20	57 / 100
Financial Engines US3174851002	405K	$21M	$51
Philip Morris International Inc. US7181721090	247K	$20M	$82	77 / 100
The Howard Hughes Corporation US44267D1072	124K	$18M	$143	67 / 100
The Home Depot, Inc. US4370761029	216K	$17M	$79	57 / 100
Ocwen Financial Corp US6757463095	427K	$17M	$39
Blackrock Floating Rate Income US0919411043	1.1M	$15M	$14
Yandex USN972841084	477K	$14M	$30
Silver Wheaton US8283361074	627K	$14M	$23
Novadaq Technologies Inc US66987G1022	619K	$14M	$22
Nuveen Senior Income Fund US67067Y1047	1.9M	$14M	$7.2
Eaton Vance Senior Income Trust US27826S1033	1.9M	$13M	$6.9
DexCom, Inc. US2521311074	310K	$13M	$41	69 / 100
IDEXX Laboratories, Inc. US45168D1046	104K	$13M	$121	71 / 100
HEICO Corporation US4228061093	205K	$12M	$60	63 / 100
Qunar US74906P1049	386K	$12M	$31
AeroVironment, Inc. US0080731088	286K	$12M	$40	65 / 100
The Coca-Cola Company US1912161007	293K	$11M	$39	82 / 100
Oracle Corporation US68389X1054	275K	$11M	$41	51 / 100
Regeneron Pharmaceuticals, Inc. US75886F1075	37K	$11M	$300	60 / 100
Blue Capital Reinsurance Holdings (US) USG1190F1078	629K	$11M	$17
IPG Photonics Corporation US44980X1090	154K	$11M	$71	45 / 100
Pioneer Floating Rate Fund, Inc. US72369J1025	850K	$11M	$13
Apollo Senior Floating Rate US0376361079	576K	$11M	$18
Tortoise Energy Infrastructure US89147L1008	213K	$9.8M	$46
Quanta Services, Inc. US74762E1029	262K	$9.7M	$37	50 / 100
Herbalife USG4412G1016	166K	$9.5M	$57
Castlight Health, Inc. US14862Q1004	425K	$9M	$21
Curis US2312691015	3.2M	$8.9M	$2.8
Exxon Mobil Corporation US30231G1022	90K	$8.8M	$98	61 / 100
FEI Company US30241L1098	85K	$8.7M	$103
Westport Innovations Inc US9609083095	594K	$8.6M	$15
Walmart Inc. US9311421039	112K	$8.6M	$76	70 / 100
Banco Bradesco S.A. US0594603039	608K	$8.3M	$14	56 / 100
Bitauto Holdings Ltd - ADR US0917271076	223K	$8M	$36
FARO Technologies, Inc. US3116421021	139K	$7.4M	$53	49 / 100
Schlumberger US8068571087	76K	$7.4M	$98
Fastenal Company US3119001044	144K	$7.1M	$49	53 / 100
Donaldson Company, Inc. US2576511099	162K	$6.9M	$42	50 / 100
Stamps.Com US8528572006	194K	$6.5M	$34
Reynolds American US7617131062	121K	$6.5M	$53
EPAM Systems, Inc. US29414B1044	190K	$6.2M	$33
Autonavi Holdings ADR US05330F1066	310K	$6.2M	$20
Automatic Data Processing, Inc. US0530151036	80K	$6.2M	$77	73 / 100
Tiffany & Co US8865471085	68K	$5.9M	$86
Angie's List US0347541015	478K	$5.8M	$12
Turquoise Hill Resources Ltd US9004351089	1.7M	$5.7M	$3.4
Make My Trip USV5633W1090	203K	$5.5M	$27
Varian Medical Systems Inc US92220P1057	64K	$5.4M	$84
General Cable Corp US3693001089	208K	$5.3M	$26
The Sherwin-Williams Company US8243481061	27K	$5.3M	$197	69 / 100
Acacia Research Corporation US0038813079	306K	$4.7M	$15	50 / 100
Nordson Corporation US6556631025	61K	$4.3M	$70	46 / 100
Johnson Controls US4783661071	90K	$4.3M	$47
Exa Corp US3006145003	320K	$4.2M	$13
Power Integrations, Inc. US7392761034	63K	$4.1M	$66	52 / 100
Teva Pharmaceutical Industries Limited US8816242098	69K	$3.7M	$53	48 / 100
Intralinks Holdings US46118H1041	347K	$3.6M	$10
C.H. Robinson Worldwide, Inc. US12541W2098	63K	$3.3M	$52	49 / 100
Berkshire Hathaway Inc. US0846701086	15	$2.8M	$187K	69 / 100
Medgenics US58436Q2030	361K	$2.5M	$7
Microchip Technology Incorporated US5950171042	52K	$2.5M	$48
Noah Holdings Limited US65487X1028	140K	$2M	$14
Given Imaging Ltd USM520201007	39K	$1.2M	$30
SK Telecom ADR (US) US78440P1084	37K	$837K	$23
Career Education Corp US1416651099	98K	$732K	$7.5
Ellie Mae US28849P1003	21K	$606K	$29
ITT Educational Services, Inc. US45068B1098	15K	$429K	$29
Blackberry Ltd US09228F1030	39K	$312K	$8.1
Shanda Games Adr 1:2 'A' US81941U1051	46K	$300K	$6.5
Amedisys, Inc. US0234361089	19K	$285K	$15	51 / 100
WSP Holdings Ltd - ADR US92934F2039	90K	$246K	$2.7
Yongye International Inc US98607B1061	28K	$193K	$6.8
Xyratex Ltd USG982681086	12K	$158K	$13
Apollo Group Inc Class A US0376041051	4.2K	$144K	$34
Blyth Inc US09643P2074	9K	$97K	$11
FreightCar America, Inc. US3570231007	4.2K	$97K	$23
American International Group, Inc. US0268747849	1.7K	$85K	$50	45 / 100
Nam Tai Property Inc US6298652057	12K	$69K	$5.9
Novacopper Inc US66988K1025	47K	$63K	$1.3
Republic Bancorp, Inc. US7602812049	100	$2K	$20