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See intro to Leading Hedge Funds' Best Ideas.

New position in Cypress Semi (NASDAQ:CY), sold out of Comcast (NASDAQ:CMCSK).

Top sectors in the portfolio include:

Services 28%
Technology 40%
Conglomerates 10%

Top 10 holdings are:

Ross Stores (NASDAQ:ROST)
American Express (NYSE:AXP)
Oracle (NYSE:ORCL)
Philips Electronics (NYSE:PHG)
Fiserv, Inc. (NASDAQ:FISV)
SAIC, Inc. (SAI)
Microsoft (NASDAQ:MSFT)
Zebra Technologies (NASDAQ:ZBRA)
Quest Diagnostics (NYSE:DGX)
Cisco (NASDAQ:CSCO)

Source: Eminence Capital - Portfolio Holdings