| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WABTEC | 165,649 | 12,838,000 | 3.33% | ||
| 2 | ALLIANCE DATA SYSTEM | 40,247 | 10,965,000 | 2.84% | ||
| 3 | Mylan Inc | 222,479 | 10,864,000 | 2.82% | ||
| 4 | UNITED RENTALS | 99,666 | 9,463,000 | 2.45% | ||
| 5 | AFFILIATED MANAGERS GROUP | 45,243 | 9,051,000 | 2.35% | ||
| 6 | OLD DOMINION FREIGHT LINE IN | 150,226 | 8,525,000 | 2.21% | ||
| 7 | YELP INC | 107,714 | 8,287,000 | 2.15% | ||
| 8 | SPLUNK | 115,626 | 8,267,000 | 2.14% | ||
| 9 | DUNKIN BRANDS GROUP INC COM | 161,324 | 8,095,000 | 2.10% | ||
| 10 | MEDIDATA SOLUTIONS INC | 148,509 | 8,069,000 | 2.09% | ||
| 11 | GUIDEWIRE SOFTWARE INC | 163,260 | 8,008,000 | 2.08% | ||
| 12 | NETSUITE INC | 82,564 | 7,829,000 | 2.03% | ||
| 13 | GULFPORT ENERGY CORP | 106,041 | 7,548,000 | 1.96% | ||
| 14 | BE AEROSPACE INC | 86,120 | 7,475,000 | 1.94% | ||
| 15 | CBRE GROUP INC | 252,077 | 6,915,000 | 1.79% | ||
| 16 | ZIONS BANCORPORATION N A COM | 217,716 | 6,744,000 | 1.75% | ||
| 17 | HARLEY DAVIDSON INC | 100,438 | 6,688,000 | 1.73% | ||
| 18 | ATHENA HEALTH INC. | 40,671 | 6,517,000 | 1.69% | ||
| 19 | TRIPADVISOR INC | 68,677 | 6,222,000 | 1.61% | ||
| 20 | TRACTOR SUPPLY CO | 87,445 | 6,176,000 | 1.60% | ||
| 21 | CENCORA | 92,000 | 6,035,000 | 1.57% | ||
| 22 | STARWOOD HOTELS & RESORTS WLDWDE ORD | 73,776 | 5,874,000 | 1.52% | ||
| 23 | FORTUNE BRANDS INNOV | 131,232 | 5,520,000 | 1.43% | ||
| 24 | FINANCIAL ENGINES INC | 106,816 | 5,423,000 | 1.41% | ||
| 25 | Ultimate Software Group Inc | 38,866 | 5,326,000 | 1.38% | ||
| 26 | WAGEWORKS INC COM | 94,885 | 5,323,000 | 1.38% | ||
| 27 | On Assignment Inc | 136,965 | 5,286,000 | 1.37% | ||
| 28 | GARTNER INC | 74,178 | 5,150,000 | 1.34% | ||
| 29 | ACUITY BRANDS INC | 38,750 | 5,136,000 | 1.33% | ||
| 30 | DELPHI AUTOMOTIVE PLC | 74,135 | 5,031,000 | 1.30% | ||
| 31 | OASIS PETE INC NEW | 120,531 | 5,030,000 | 1.30% | ||
| 32 | SPIRIT AIRLS INC | 83,516 | 4,960,000 | 1.29% | ||
| 33 | Zillow, Inc. | 55,488 | 4,888,000 | 1.27% | ||
| 34 | UNITED CONTINENTAL H | 103,976 | 4,641,000 | 1.20% | ||
| 35 | WYNN RESORTS LTD | 20,772 | 4,614,000 | 1.20% | ||
| 36 | VERISK ANALYTICS INC | 75,737 | 4,541,000 | 1.18% | ||
| 37 | O REILLY AUTOMOTIVE INC NEW | 28,794 | 4,274,000 | 1.11% | ||
| 38 | Tenneco Inc Com | 73,406 | 4,263,000 | 1.11% | ||
| 39 | LKQ CORP | 158,715 | 4,182,000 | 1.08% | ||
| 40 | HFF INC | 123,423 | 4,148,000 | 1.08% | ||
| 41 | MONRO INC COM | 71,906 | 4,090,000 | 1.06% | ||
| 42 | CERNER CORP | 72,516 | 4,079,000 | 1.06% | ||
| 43 | CORNERSTONE ONDEMAND INC | 84,112 | 4,026,000 | 1.04% | ||
| 44 | BIOMARIN | 58,662 | 4,002,000 | 1.04% | ||
| 45 | MICHAEL KORS HLDGS LTD | 42,651 | 3,977,000 | 1.03% | ||
| 46 | AMERISAFE INC COM | 88,156 | 3,870,000 | 1.00% | ||
| 47 | PERRIGO CO PLC | 24,503 | 3,790,000 | 0.98% | ||
| 48 | RESTORATION HARDWARE HLDGS I | 49,137 | 3,616,000 | 0.94% | ||
| 49 | ASPEN TECHNOLOGY INC | 83,374 | 3,533,000 | 0.92% | ||
| 50 | PENSKE AUTOMOTIVE GRP INC | 76,701 | 3,281,000 | 0.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000080835-14-000002, filed 2014.05.12).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
