MITCHELL CAPITAL MANAGEMENT CO Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 43
New Positions 6
Increased Positions 25
Decreased Positions 16
Positions with Activity 41
Sold Out Positions 4
Total Mkt Value (in $ millions) 300

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

Sector Weighting

Basic Materials
Capital Goods 3.23%
Conglomerates
Consumer Cyclical 4.67%
Consumer/Non-Cyclical
Energy 8.76%
Financial 3.19%
Healthcare 14.03%
Services 19.33%
Technology 36%
Transportation 10.76%
Utilities

43 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SKYWORKS SOLUTIONS INC COM 15,899 166 1.06 339,365
GILEAD SCIENCES INC COM 13,193 422 3.30 148,338
KIRBY CORP COM 12,768 -2,891 (18.47) 110,107
OCEANEERING INTL INC COM 11,709 -911 (7.22) 159,006
MICROS SYS INC COM 11,687 498 4.45 172,356
BIOGEN IDEC INC COM 11,406 -1,472 (11.43) 35,741
EXPRESS SCRIPTS HLDG CO COM 11,131 -274 (2.4) 164,404
CANADIAN NATL RY CO COM 10,767 289 2.75 164,479
DOLLAR TREE INC COM 10,324 58 .56 186,081
HONEYWELL INTL INC COM 10,009 263 2.70 106,163
COGNIZANT TECHNOLOGY SOLUTIONS CL A 9,872 380 4.01 197,404
QUANTA SVCS INC COM 9,693 457 4.95 279,591
TRACTOR SUPPLY CO COM 9,341 -3,432 (26.87) 155,892
CERNER CORP COM 9,312 -2,023 (17.85) 181,733
FMC TECHNOLOGIES INC COM 8,821 -2,449 (21.73) 148,324
AIR METHODS CORP COM PAR $.06 8,751 -1,709 (16.34) 170,717
INTUIT COM 8,389 -13 (0.15) 104,321
VIRTUSA CORP COM 8,362 2,804 50.44 244,571
GARTNER INC COM 8,258 144 1.77 117,189
MCKESSON CORP COM 8,052 3,050 60.98 42,604