2014-Q4

Company	Shares	Market value	Share price	InsiderPie Expert Score
Baidu, Inc. US0567521085	23M	$5.1B	$228	56 / 100
Amazon.com, Inc. US0231351067	11M	$3.4B	$310	88 / 100
Illumina, Inc. US4523271090	13M	$2.5B	$185	60 / 100
Google Inc Class C US38259P7069	4.2M	$2.2B	$526
Meta Platforms, Inc. US30303M1027	25M	$1.9B	$78	84 / 100
Alibaba Group Holding Limited US01609W1027	15M	$1.5B	$104	61 / 100
Fiat Chrysler Automobiles USN317381028	123M	$1.4B	$12
Tesla, Inc. US88160R1014	6M	$1.3B	$222	82 / 100
Intuitive Surgical, Inc. US46120E6023	2.4M	$1.3B	$529	74 / 100
Royal Crbn.Cruises USV7780T1035	14M	$1.2B	$82
Taiwan Semiconductor Manufacturing Company Limited US8740391003	42M	$947M	$22	86 / 100
Whole Foods Market US9668371068	19M	$939M	$50
MercadoLibre, Inc. US58733R1023	6.6M	$838M	$128	84 / 100
LinkedIn Corp A US53578A1088	3.3M	$768M	$230
Elevance Health Inc. US0367521038	5.7M	$720M	$126	69 / 100
TD Ameritrade Holding Corp US87236Y1082	20M	$716M	$36
Tripadvisor, Inc. US8969452015	9.4M	$703M	$75	53 / 100
Harley-Davidson, Inc. US4128221086	10M	$688M	$66	48 / 100
Markel Corporation US5705351048	925K	$631M	$683	56 / 100
First Republic Bank US33616C1009	12M	$616M	$52	50 / 100
Ryanair ADR US7835131043	8.3M	$595M	$71
M&T Bank US55261F1049	4.7M	$594M	$126
Moody's Corporation US6153691059	5.8M	$559M	$96	78 / 100
Credicorp USG2519Y1085	3.4M	$550M	$160
Salesforce, Inc. US79466L3024	8.9M	$527M	$59	78 / 100
Ctrip.com Intl ADR US22943F1003	11M	$519M	$46
eBay Inc. US2786421030	8.8M	$494M	$56	55 / 100
CarMax, Inc. US1431301027	7.4M	$494M	$67	53 / 100
Seattle Genetics US8125781026	15M	$490M	$32
EOG Resources, Inc. US26875P1012	5.3M	$487M	$92	47 / 100
Splunk Inc. US8486371045	7.9M	$468M	$59	50 / 100
Mastercard Incorporated US57636Q1040	5.3M	$458M	$86	84 / 100
New Oriental Ed.& Tech. US6475811070	22M	$454M	$20
Embraer S.A. US29082A1079	12M	$441M	$37	51 / 100
Visa Inc. US92826C8394	1.6M	$420M	$262	83 / 100
Workday, Inc. US98138H1014	5.1M	$414M	$82	73 / 100
Stratasys USM855481018	4.9M	$411M	$83
American Express Company US0258161092	4.3M	$403M	$93	77 / 100
Colgate-Palmolive Company US1941621039	5.4M	$377M	$69	58 / 100
Martin Marietta Materials, Inc. US5732841060	3.4M	$371M	$110	63 / 100
Monsanto Co US61166W1018	3.1M	$370M	$119
Waters Corporation US9418481035	3M	$344M	$113	69 / 100
Dolby Laboratories, Inc. US25659T1079	7.8M	$337M	$43	46 / 100
Myriad Genetics, Inc. US62855J1043	9.7M	$329M	$34	52 / 100
NOW Inc. US67011P1003	13M	$328M	$26	52 / 100
FLIR Sys. US3024451011	10M	$328M	$32
Ritchie Bros Auctioneers (USA) US7677441054	12M	$314M	$27
CEMEX, S.A.B. de C.V. US1512908898	31M	$312M	$10	51 / 100
Twitter, Inc. (delisted) US90184L1026	8.7M	$311M	$36	50 / 100
Itaú Unibanco Holding S.A. US4655621062	24M	$308M	$13	56 / 100
Lincoln Electric Holdings, Inc. US5339001068	4.3M	$300M	$69	52 / 100
Xilinx, Inc. US9839191015	6.9M	$297M	$43	50 / 100
Teradyne, Inc. US8807701029	14M	$286M	$20	61 / 100
Copa Holdings S A USP310761056	2.7M	$283M	$104
QUALCOMM Incorporated US7475251036	3.8M	$281M	$74	46 / 100
JD.com, Inc. US47215P1066	11M	$264M	$23	52 / 100
Mindray Medical International ADR US6026751007	9.6M	$254M	$26
Praxair US74005P1049	1.8M	$236M	$130
Ultra Petroleum Corp US9039141091	15M	$200M	$13
Berkshire Hathaway Inc. US0846707026	1.2M	$182M	$150	69 / 100
Mettler-Toledo International Inc. US5926881054	550K	$166M	$302	60 / 100
ICICI Bank Limited US45104G1040	14M	$162M	$12	54 / 100
Johnson & Johnson US4781601046	1.4M	$150M	$105	48 / 100
Leucadia National US5272881047	6.6M	$148M	$22
Qiagen N.V USN724821079	6.3M	$148M	$23
United Parcel Service, Inc. US9113121068	1.3M	$142M	$111	47 / 100
PepsiCo, Inc. US7134481081	1.5M	$138M	$95	53 / 100
The Howard Hughes Corporation US44267D1072	1M	$131M	$130	67 / 100
Apple Inc. US0378331005	1.2M	$128M	$110	63 / 100
Sociedad Química y Minera de Chile S.A. US8336351056	5.3M	$127M	$24	59 / 100
LendingClub Corp US52603A1097	5M	$126M	$25
PriceSmart, Inc. US7415111092	1.4M	$124M	$91	54 / 100
Coca-Cola Enterprises US19122T1097	2.7M	$121M	$44
Watsco, Inc. US9426222009	1.1M	$117M	$107	60 / 100
U.S. Bancorp US9029733048	2.4M	$108M	$45	31 / 100
Youku Inc ADR US98742U1007	6M	$107M	$18
Yandex USN972841084	5.9M	$107M	$18
Oracle Corporation US68389X1054	2.4M	$106M	$45	51 / 100
Alnylam Pharmaceuticals, Inc. US02043Q1076	1.1M	$106M	$97	69 / 100
CNH Industrial USN209441096	13M	$106M	$8.1
Teradata Corporation US88076W1036	2.4M	$103M	$44	51 / 100
MarketAxess Holdings Inc. US57060D1081	1.3M	$96M	$72	53 / 100
Vale Pref ADR US91912E2046	12M	$86M	$7.3
Altria Group, Inc. US02209S1033	1.7M	$83M	$49	57 / 100
Kraft Foods Group US50076Q1067	1.3M	$82M	$63
America Movil 'L Shares' ADR US02364W1053	3.6M	$79M	$22
Danaher Corporation US2358511028	895K	$77M	$86	78 / 100
O'Reilly Automotive, Inc. US67103H1077	392K	$75M	$193	57 / 100
Google US38259P5089	128K	$68M	$531
The Progressive Corporation US7433151039	2.4M	$65M	$27	58 / 100
Genomic Health US37244C1018	1.8M	$59M	$32
Cenovus Energy Inc US15135U1097	2.8M	$59M	$21
Financial Engines US3174851002	1.5M	$57M	$37
Apache Corp US0374111054	773K	$48M	$63
The TJX Companies, Inc. US8725401090	694K	$48M	$69	61 / 100
Arcos Dorados Holdings USG0457F1078	8.8M	$47M	$5.4
Sohu.com US83408W1036	850K	$45M	$53
Restaurant Brands International US76131D1037	1.1M	$44M	$39
Applied Materials, Inc. US0382221051	1.8M	$44M	$25	57 / 100
Seadrill USG7945E1058	3.7M	$43M	$12
The Priceline Group Inc US7415034039	37K	$42M	$1.1K
LATAM Airlines Group S.A. US51817R1068	3.3M	$39M	$12	52 / 100
Zillow US98954A1079	361K	$38M	$106
Infosys Limited US4567881085	1.2M	$37M	$31	50 / 100
Microsoft Corporation US5949181045	733K	$34M	$46	80 / 100
McDonald's Corporation US5801351017	351K	$33M	$94	64 / 100
Nuveen Floating Rate Income US67072T1088	2.8M	$30M	$11
IMAX Corp US45245E1091	932K	$29M	$31
iRobot Corporation US4627261005	823K	$29M	$35	50 / 100
Vulcan Materials Company US9291601097	416K	$27M	$66	46 / 100
Eaton Vance Floating Rate Income Trust US2782791048	1.9M	$26M	$14
Ingredion Incorporated US4571871023	282K	$24M	$85	53 / 100
IHS Inc 'A' US4517341073	197K	$22M	$114
The Coca-Cola Company US1912161007	528K	$22M	$42	82 / 100
Philip Morris International Inc. US7181721090	273K	$22M	$81	77 / 100
IDEXX Laboratories, Inc. US45168D1046	149K	$22M	$148	71 / 100
Brown-Forman Corporation US1156372096	249K	$22M	$88	50 / 100
Castlight Health, Inc. US14862Q1004	1.8M	$21M	$12
Linear Technology US5356781063	457K	$21M	$46
Analog Devices, Inc. US0326541051	370K	$21M	$56	62 / 100
The Boston Beer Company, Inc. US1005571070	65K	$19M	$290	52 / 100
Invesco Senior Income Trust US46131H1077	4.1M	$19M	$4.6
Voya Prime Rate Trust US92913A1007	3.4M	$18M	$5.3
New York Community Bancorp, Inc. US6494451031	1.1M	$17M	$16	48 / 100
SolarCity Corp US83416T1007	313K	$17M	$53
Walmart Inc. US9311421039	176K	$15M	$86	70 / 100
BlackRock Floating Rate Income US0919411043	1.2M	$15M	$13
DexCom, Inc. US2521311074	252K	$14M	$55	69 / 100
Zulily Inc US9897741040	572K	$13M	$23
Exxon Mobil Corporation US30231G1022	142K	$13M	$92	61 / 100
Reynolds American US7617131062	198K	$13M	$64
Apollo Senior Floating Rate US0376361079	760K	$13M	$17
Nuveen Senior Income Fund US67067Y1047	1.9M	$13M	$6.6
HEICO Corporation US4228061093	206K	$12M	$60	63 / 100
Silver Wheaton US8283361074	597K	$12M	$20
Protalix Biotherapeutics US74365A1016	6.5M	$12M	$1.8
Eaton Vance Senior Income Trust US27826S1033	1.9M	$12M	$6.2
IPG Photonics Corporation US44980X1090	154K	$12M	$75	45 / 100
The Goldman Sachs Group, Inc. US38141G1040	59K	$11M	$194	64 / 100
Tiffany & Co US8865471085	107K	$11M	$107
Blue Capital Reinsurance Holdings Fund (USD) USG1190F1078	629K	$11M	$18
Novadaq Technologies Inc US66987G1022	664K	$11M	$17
The Sherwin-Williams Company US8243481061	42K	$11M	$263	69 / 100
PACCAR Inc US6937181088	159K	$11M	$68	53 / 100
Fastenal Company US3119001044	227K	$11M	$48	53 / 100
Automatic Data Processing, Inc. US0530151036	125K	$10M	$83	73 / 100
USG Corp US9032934054	374K	$10M	$28
Qunar US74906P1049	358K	$10M	$28
Schlumberger US8068571087	119K	$10M	$85
Donaldson Company, Inc. US2576511099	254K	$9.8M	$39	50 / 100
Pioneer Floating Rate Fund, Inc. US72369J1025	850K	$9.7M	$11
Altera Corp US0214411003	257K	$9.5M	$37
EPAM Systems, Inc. US29414B1044	183K	$8.7M	$48
FARO Technologies, Inc. US3116421021	139K	$8.7M	$63	49 / 100
Varian Medical Systems Inc US92220P1057	101K	$8.7M	$87
Stamps.Com US8528572006	179K	$8.6M	$48
Regeneron Pharmaceuticals, Inc. US75886F1075	21K	$8.5M	$410	60 / 100
First Trust Senior Floating Rate US33733U1088	610K	$7.9M	$13
Bristol-Myers Squibb Company US1101221083	130K	$7.6M	$59	50 / 100
Quanta Services, Inc. US74762E1029	262K	$7.4M	$28	50 / 100
C.H. Robinson Worldwide, Inc. US12541W2098	98K	$7.3M	$75	49 / 100
AeroVironment, Inc. US0080731088	264K	$7.2M	$27	65 / 100
Bitauto Holdings Ltd - ADR US0917271076	100K	$7M	$70
The Walt Disney Company US2546871060	69K	$6.5M	$94	82 / 100
Acacia Research Corporation US0038813079	366K	$6.2M	$17	50 / 100
General Cable Corp US3693001089	396K	$5.9M	$15
Tortoise Energy Infrastructure US89147L1008	123K	$5.4M	$44
Turquoise Hill Resources Ltd US9004351089	1.7M	$5.3M	$3.1
Make My Trip USV5633W1090	203K	$5.3M	$26
Intralinks Holdings US46118H1041	407K	$4.8M	$12
Exa Corp US3006145003	370K	$4.4M	$12
Teva Pharmaceutical Industries Limited US8816242098	69K	$4M	$58	48 / 100
FEI Company US30241L1098	44K	$3.9M	$90
Power Integrations, Inc. US7392761034	73K	$3.8M	$52	52 / 100
Microchip Technology Incorporated US5950171042	83K	$3.7M	$45
Foundation Medicine US3504651007	165K	$3.7M	$22
Senomyx US81724Q1076	578K	$3.5M	$6
Berkshire Hathaway Inc. US0846701086	15	$3.4M	$226K	69 / 100
Arm Hdg.Spn.Adr US0420681068	71K	$3.3M	$46
Rio Tinto Group US7672041008	71K	$3.3M	$46	54 / 100
Herbalife USG4412G1016	83K	$3.1M	$38
Noah Holdings Limited US65487X1028	140K	$2.9M	$21
Grupo Televisa, S.A.B. US40049J2069	75K	$2.5M	$34
Jumei International Hold US48138L1070	150K	$2M	$14
Medgenics US58436Q2030	361K	$1.8M	$5.1
CDK Global, Inc. US12508E1010	42K	$1.7M	$41
Westport Innovations Inc US9609083095	423K	$1.6M	$3.8
SK Telecom ADR (US) US78440P1084	37K	$1M	$27
Ellie Mae US28849P1003	21K	$847K	$40
Career Education Corp US1416651099	98K	$683K	$7
Blackberry Ltd US09228F1030	39K	$424K	$11
ITT Educational Services, Inc. US45068B1098	40K	$386K	$9.6
Amedisys, Inc. US0234361089	13K	$377K	$29	51 / 100
Shanda Games Adr 1:2 'A' US81941U1051	46K	$263K	$5.7
Wuxi Pharmatech Adr US9293521020	6.5K	$217K	$34
Apollo Group Inc Class A US0376041051	4.2K	$143K	$34
FreightCar America, Inc. US3570231007	4.2K	$110K	$26
American International Group, Inc. US0268747849	1.7K	$95K	$56	45 / 100
Blyth Inc US09643P2074	9K	$82K	$9.1
Nam Tai Property Inc USG639071020	12K	$56K	$4.8
Transglobe Energy Corp US8936621064	13K	$56K	$4.2
QuinStreet, Inc. US74874Q1004	7.5K	$46K	$6.1	58 / 100
Novacopper Inc US66988K1025	47K	$23K	$0.49