
| ASSET | DATE | % RETURN |
|---|---|---|
ON Semiconductor (ON) | 7/15/2004 - 7/31/2004 | 19.4% |
Trimble (TRMB) | 7/15/2004 - 7/31/2004 | 17.42% |
Skyworks Solutions (SWKS) | 7/15/2004 - 7/31/2004 | 16.39% |
Genesis Healthcare (GEN) | 7/15/2004 - 7/31/2004 | 15.12% |
Tyler Technologies (TYL) | 7/15/2004 - 7/31/2004 | 15% |
Monster Beverage (MNST) | 7/15/2004 - 7/31/2004 | 14.78% |
Intuitive Surgical (ISRG) | 7/15/2004 - 7/31/2004 | 14.12% |
F5 Networks (FFIV) | 7/15/2004 - 7/31/2004 | 13.62% |
Fair Isaac (FICO) | 7/15/2004 - 7/31/2004 | 12.3% |
Lam Research (LRCX) | 7/15/2004 - 7/31/2004 | 11.24% |
Cummins (CMI) | 7/15/2004 - 7/31/2004 | 10.91% |
Microchip Technology (MCHP) | 7/15/2004 - 7/31/2004 | 10.83% |
JB Hunt Transport Services (JBHT) | 7/15/2004 - 7/31/2004 | 10.31% |
Verizon Communications (VZ) | 7/15/2004 - 7/31/2004 | 9.8% |
Align Technology (ALGN) | 7/15/2004 - 7/31/2004 | 9.78% |
United Rentals (URI) | 7/15/2004 - 7/31/2004 | 9.61% |
Texas Pacific Land Trust (TPL) | 7/15/2004 - 7/31/2004 | 9.09% |
Cognizant Technology Solutions Corp Class A (CTSH) | 7/15/2004 - 7/31/2004 | 8.85% |
PACCAR (PCAR) | 7/15/2004 - 7/31/2004 | 8.15% |
Amphenol (APH) | 7/15/2004 - 7/31/2004 | 8% |
McKesson (MCK) | 7/15/2004 - 7/31/2004 | 7.95% |
AT&T (T) | 7/15/2004 - 7/31/2004 | 7.92% |
Quanta Services (PWR) | 7/15/2004 - 7/31/2004 | 7.9% |
Take-Two Interactive Software (TTWO) | 7/15/2004 - 7/31/2004 | 7.54% |
NetApp (NTAP) | 7/15/2004 - 7/31/2004 | 7.29% |