MITCHELL CAPITAL MANAGEMENT CO
11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, Kansas, 66211, (913) 428-3222
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 35 |
| New Positions | 4 |
| Increased Positions | 27 |
| Decreased Positions | 8 |
| Positions with Activity | 35 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
276 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 4.71% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | 14.87% |
| Financial | 2.64% |
| Healthcare | 8.13% |
| Services | 25.85% |
| Technology | 32.61% |
| Transportation | 11.2% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
35 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| OCEANEERING INTL INC | COM | 14,243 | 312 | 2.24 | 188,056 |
| TRACTOR SUPPLY CO | COM | 13,407 | -1,758 | (11.59) | 119,068 |
| EXPRESS SCRIPTS HLDG CO | COM | 12,740 | 325 | 2.62 | 205,915 |
| PETSMART INC | COM | 12,531 | 113 | .91 | 180,040 |
| ROSS STORES INC | COM | 11,993 | 362 | 3.11 | 182,843 |
| FMC TECHNOLOGIES INC | COM | 11,814 | 505 | 4.47 | 205,326 |
| KIRBY CORP | COM | 11,810 | -1,531 | (11.47) | 144,222 |
| CERNER CORP | COM | 11,754 | -2,100 | (15.16) | 118,928 |
| CANADIAN NATL RY CO | COM | 11,604 | 113 | .99 | 113,000 |
| HONEYWELL INTL INC | COM | 11,110 | 220 | 2.02 | 137,585 |
| NOVO-NORDISK A S | ADR | 10,378 | -1,874 | (15.29) | 60,342 |
| METTLER TOLEDO INTERNATIONAL | COM | 10,203 | -1,828 | (15.2) | 45,546 |
| ENSCO PLC | SHS CLASS A | 10,146 | 234 | 2.37 | 163,251 |
| DOLLAR TREE INC | COM | 9,825 | 1,441 | 17.19 | 197,444 |
| COGNIZANT TECHNOLOGY SOLUTIONS | CL A | 9,634 | 250 | 2.67 | 147,090 |
| E M C CORP MASS | COM | 8,799 | 153 | 1.77 | 363,014 |
| MICROS SYS INC | COM | 7,684 | 1,801 | 30.62 | 177,009 |
| AIR METHODS CORP | COM PAR $.06 | 7,483 | 191 | 2.62 | 216,573 |
| TORONTO DOMINION BK ONT | COM NEW | 7,270 | 19 | .26 | 90,338 |
| QUANTA SVCS INC | COM | 7,242 | 4,488 | 163.03 | 239,787 |
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