MITCHELL CAPITAL MANAGEMENT CO Information

11460 TOMAHAWK CREEK PARKWAY, LEAWOOD, Kansas, 66211, (913) 428-3222

Report Date: 09/30/2014

Position Statistics

Total Positions 38
New Positions 1
Increased Positions 33
Decreased Positions 4
Positions with Activity 37
Sold Out Positions 2
Total Mkt Value (in $ millions) 313

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 3.09%
Conglomerates
Consumer Cyclical 2.99%
Consumer/Non-Cyclical
Energy 9.29%
Financial 4.22%
Healthcare 15.85%
Services 20.6%
Technology 33.68%
Transportation 10.25%
Utilities

38 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SKYWORKS SOLUTIONS INC COM 19,377 255 1.33 294,795
GILEAD SCIENCES INC COM 15,306 193 1.28 152,146
EXPRESS SCRIPTS HLDG CO COM 13,177 106 .81 162,455
CANADIAN NATL RY CO COM 12,631 212 1.71 173,956
TRACTOR SUPPLY CO COM 12,384 162 1.33 161,291
VIRTUSA CORP COM 12,232 2,011 19.68 305,036
CERNER CORP COM 12,107 118 .99 188,664
MCKESSON CORP COM 11,793 2,420 25.82 56,232
OCEANEERING INTL INC COM 11,712 100 .86 165,851
BIOGEN IDEC INC COM 11,667 223 1.95 38,035
KIRBY CORP COM 11,495 -5 (0.05) 110,699
COGNIZANT TECHNOLOGY SOLUTIONS CL A 11,142 391 3.64 207,362
HONEYWELL INTL INC COM 10,844 188 1.76 110,350
GOOGLE INC CL C 10,346 334 3.33 19,186
QUANTA SVCS INC COM 9,680 202 2.13 288,253
METTLER TOLEDO INTERNATIONAL COM 9,659 7 .08 32,533
PRICELINE GRP INC COM NEW 9,457 2,420 34.39 8,152
POLARIS INDS INC COM 9,381 183 1.99 59,556
FMC TECHNOLOGIES INC COM 8,813 190 2.20 158,852
NOVO-NORDISK A S ADR 8,214 117 1.45 184,759


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