| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLIANCE DATA SYSTEM | 42,201 | 11,868,000 | 2.92% | ||
| 2 | WABTEC | 135,765 | 11,212,000 | 2.76% | ||
| 3 | UNITED RENTALS | 104,688 | 10,964,000 | 2.70% | ||
| 4 | OLD DOMINION FREIGHT LINE IN | 164,386 | 10,469,000 | 2.58% | ||
| 5 | AFFILIATED MANAGERS GROUP | 47,788 | 9,816,000 | 2.42% | ||
| 6 | TRIPADVISOR INC | 89,829 | 9,761,000 | 2.40% | ||
| 7 | Mylan Inc | 182,716 | 9,421,000 | 2.32% | ||
| 8 | ACUITY BRANDS INC | 66,026 | 9,126,000 | 2.25% | ||
| 9 | CBRE GROUP INC | 280,977 | 9,003,000 | 2.22% | ||
| 10 | YELP INC | 116,684 | 8,945,000 | 2.20% | ||
| 11 | OASIS PETE INC NEW | 155,910 | 8,713,000 | 2.15% | ||
| 12 | STARWOOD HOTELS & RESORTS WLDWDE ORD | 94,764 | 7,659,000 | 1.89% | ||
| 13 | HARLEY DAVIDSON INC | 106,192 | 7,418,000 | 1.83% | ||
| 14 | ZIONS BANCORPORATION N A COM | 242,110 | 7,133,000 | 1.76% | ||
| 15 | CENCORA | 97,146 | 7,059,000 | 1.74% | ||
| 16 | WABCO | 65,272 | 6,973,000 | 1.72% | ||
| 17 | GULFPORT ENERGY CORP | 110,069 | 6,910,000 | 1.70% | ||
| 18 | GUIDEWIRE SOFTWARE INC | 169,131 | 6,876,000 | 1.69% | ||
| 19 | BE AEROSPACE INC | 71,104 | 6,576,000 | 1.62% | ||
| 20 | DUNKIN BRANDS GROUP INC COM | 139,978 | 6,413,000 | 1.58% | ||
| 21 | GARTNER INC | 90,507 | 6,380,000 | 1.57% | ||
| 22 | ATHENA HEALTH INC. | 45,391 | 5,682,000 | 1.40% | ||
| 23 | NETSUITE INC | 64,863 | 5,634,000 | 1.39% | ||
| 24 | UNITED CONTINENTAL H | 135,385 | 5,560,000 | 1.37% | ||
| 25 | DELPHI AUTOMOTIVE PLC | 80,542 | 5,537,000 | 1.36% | ||
| 26 | Zillow, Inc. | 37,626 | 5,378,000 | 1.32% | ||
| 27 | SPIRIT AIRLS INC | 83,516 | 5,281,000 | 1.30% | ||
| 28 | MARTIN MARIETTA MATLS INC | 39,570 | 5,226,000 | 1.29% | ||
| 29 | RESTORATION HARDWARE HLDGS I | 54,547 | 5,076,000 | 1.25% | ||
| 30 | SPLUNK | 90,273 | 4,995,000 | 1.23% | ||
| 31 | FINANCIAL ENGINES INC | 109,624 | 4,963,000 | 1.22% | ||
| 32 | On Assignment Inc | 138,265 | 4,918,000 | 1.21% | ||
| 33 | MEDIDATA SOLUTIONS INC | 114,064 | 4,885,000 | 1.20% | ||
| 34 | Tenneco Inc Com | 73,406 | 4,823,000 | 1.19% | ||
| 35 | O REILLY AUTOMOTIVE INC NEW | 31,238 | 4,703,000 | 1.16% | ||
| 36 | Ultimate Software Group Inc | 33,905 | 4,684,000 | 1.15% | ||
| 37 | WYNN RESORTS LTD | 22,307 | 4,630,000 | 1.14% | ||
| 38 | HFF INC | 123,423 | 4,590,000 | 1.13% | ||
| 39 | TRACTOR SUPPLY CO | 75,241 | 4,544,000 | 1.12% | ||
| 40 | WAGEWORKS INC COM | 92,985 | 4,483,000 | 1.10% | ||
| 41 | ROBERT HALF | 91,607 | 4,374,000 | 1.08% | ||
| 42 | BENEFITFOCUS INC | 90,988 | 4,206,000 | 1.04% | ||
| 43 | MICHAEL KORS HLDGS LTD | 46,192 | 4,095,000 | 1.01% | ||
| 44 | PENSKE AUTOMOTIVE GRP INC | 82,329 | 4,076,000 | 1.00% | ||
| 45 | ROCKWELL AUTOMATION INC | 32,504 | 4,067,000 | 1.00% | ||
| 46 | CERNER CORP | 78,538 | 4,051,000 | 1.00% | ||
| 47 | LINEAR TECH | 85,563 | 4,027,000 | 0.99% | ||
| 48 | MONRO INC COM | 72,806 | 3,872,000 | 0.95% | ||
| 49 | ASPEN TECHNOLOGY INC | 83,374 | 3,869,000 | 0.95% | ||
| 50 | EAGLE MATERIALS INC | 40,480 | 3,816,000 | 0.94% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000080835-14-000003, filed 2014.08.05).
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.
