Mitchell Capital Management

Mitchell Capital Management as of Dec. 31, 2011

Portfolio Holdings for Mitchell Capital Management

Mitchell Capital Management holds 35 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tractor Supply Company (TSCO) 6.6 $14M 193k 70.15
Novo Nordisk A/S (NVO) 5.0 $10M 89k 115.26
Oceaneering International (OII) 4.5 $9.3M 201k 46.13
Cerner Corporation 4.2 $8.6M 141k 61.25
PetSmart 4.1 $8.4M 164k 51.29
Express Scripts 4.1 $8.4M 187k 44.69
Cognizant Technology Solutions (CTSH) 4.0 $8.3M 129k 64.31
Kirby Corporation (KEX) 4.0 $8.2M 124k 65.84
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 4.0 $8.2M 156k 52.54
Canadian Natl Ry (CNI) 3.9 $8.0M 101k 78.56
Ross Stores (ROST) 3.6 $7.5M 158k 47.53
Google 3.6 $7.3M 11k 645.89
FMC Technologies 3.4 $7.0M 133k 52.23
EMC Corporation 3.0 $6.2M 289k 21.54
Tor Dom Bk Cad (TD) 3.0 $6.1M 82k 74.81
F5 Networks (FFIV) 2.9 $5.9M 56k 106.12
MICROS Systems 2.8 $5.8M 124k 46.58
Intuitive Surgical (ISRG) 2.7 $5.4M 12k 462.98
Air Methods Corporation 2.6 $5.4M 64k 84.45
Group Cgi Cad Cl A 2.6 $5.3M 283k 18.85
Intuit (INTU) 2.6 $5.3M 101k 52.59
Dollar Tree (DLTR) 2.4 $4.9M 60k 83.12
Teva Pharmaceutical Industries (TEVA) 2.3 $4.6M 115k 40.36
Honeywell International (HON) 2.2 $4.6M 85k 54.35
Mettler-Toledo International (MTD) 2.2 $4.5M 31k 147.71
Panera Bread Company 2.2 $4.5M 32k 141.46
Stericycle (SRCL) 1.9 $4.0M 51k 77.92
Lincoln Electric Holdings (LECO) 1.7 $3.5M 91k 39.12
Ihs 1.7 $3.5M 41k 86.15
Altera Corporation 1.6 $3.3M 88k 37.10
Deckers Outdoor Corporation (DECK) 1.4 $2.9M 39k 75.56
Herbalife Ltd Com Stk (HLF) 1.3 $2.7M 53k 51.67
Gorman-Rupp Company (GRC) 1.0 $2.0M 73k 27.15
NVE Corporation (NVEC) 0.5 $1.1M 20k 55.53
Sabine Royalty Trust (SBR) 0.1 $240k 3.8k 63.17