| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ELECTRONIC ARTS INC | 3,068,649 | 232,481,000 | 1.91% | ||
| 2 | QORVO | 2,946,070 | 162,800,000 | 1.34% | ||
| 3 | BEACON ROOFING SUPPLY INC | 3,457,287 | 157,203,000 | 1.29% | ||
| 4 | COOPER COS INC | 908,031 | 155,791,000 | 1.28% | ||
| 5 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 3,839,602 | 153,814,000 | 1.26% | ||
| 6 | EURONET WORLDWIDE INC | 2,111,639 | 146,104,000 | 1.20% | ||
| 7 | EQUIFAX INC | 1,125,674 | 144,537,000 | 1.19% | ||
| 8 | EAGLE MATERIALS INC | 1,825,759 | 140,857,000 | 1.16% | ||
| 9 | RAYMOND JAMES FINANC | 2,806,891 | 138,380,000 | 1.14% | ||
| 10 | CARRIZO OIL & GAS INC | 3,762,074 | 134,870,000 | 1.11% | ||
| 11 | ACTIVISION BLIZZARD INC | 3,389,385 | 134,321,000 | 1.10% | ||
| 12 | GLOBAL PAYMENTS | 1,880,806 | 134,252,000 | 1.10% | ||
| 13 | CDK GLOBAL INC | 2,359,304 | 130,918,000 | 1.08% | ||
| 14 | UNITED CONTINENTAL H | 3,158,273 | 129,616,000 | 1.06% | ||
| 15 | VANTIV INC | 2,245,445 | 127,092,000 | 1.04% | ||
| 16 | MEDIVATION INC | 2,105,169 | 126,942,000 | 1.04% | ||
| 17 | ROSS STORES INC | 2,214,028 | 125,513,000 | 1.03% | ||
| 18 | DOLLAR GEN CORP NEW | 1,304,854 | 122,656,000 | 1.01% | ||
| 19 | LKQ CORP | 3,776,627 | 119,719,000 | 0.98% | ||
| 20 | ARAMARK | 3,573,488 | 119,426,000 | 0.98% | ||
| 21 | AON PLC | 1,077,338 | 117,678,000 | 0.97% | ||
| 22 | FORTINET | 3,688,217 | 116,511,000 | 0.96% | ||
| 23 | BARD C R INC | 483,662 | 113,738,000 | 0.93% | ||
| 24 | KAR AUCTION SVCS INC | 2,713,751 | 113,272,000 | 0.93% | ||
| 25 | STERIS PLC SHS USD | 1,602,589 | 110,178,000 | 0.90% | ||
| 26 | SHERWIN WILLIAMS CO | 373,678 | 109,738,000 | 0.90% | ||
| 27 | CINTAS | 1,094,034 | 107,358,000 | 0.88% | ||
| 28 | CADENCE DESIGN | 4,395,231 | 106,804,000 | 0.88% | ||
| 29 | SIGNATURE BANK | 827,168 | 103,330,000 | 0.85% | ||
| 30 | MASTEC INC | 4,484,197 | 100,087,000 | 0.82% | ||
| 31 | HD Supply Holdings Inc | 2,848,899 | 99,199,000 | 0.81% | ||
| 32 | DOLLAR TREE INC | 1,016,633 | 95,807,000 | 0.79% | ||
| 33 | KIRBY CORP | 1,514,123 | 94,466,000 | 0.78% | ||
| 34 | UNIVERSAL DISPLAY CORP | 1,358,477 | 92,105,000 | 0.76% | ||
| 35 | PAREXEL INTL CORP | 1,455,420 | 91,517,000 | 0.75% | ||
| 36 | HARMAN INTL INDS INC | 1,263,097 | 90,716,000 | 0.75% | ||
| 37 | HENRY JACK & ASSOC INC COM | 1,033,909 | 90,229,000 | 0.74% | ||
| 38 | ROVI CORP COM EXCHANGEDFOR CU | 5,728,067 | 89,587,000 | 0.74% | ||
| 39 | WASTE CONNECTIONS INC | 1,215,636 | 87,587,000 | 0.72% | ||
| 40 | ARGO GROUP INTL HLDGS LTD | 1,683,502 | 87,374,000 | 0.72% | ||
| 41 | DEXCOM | 1,083,158 | 85,927,000 | 0.71% | ||
| 42 | NASDAQ OMX GROUP | 1,326,380 | 85,777,000 | 0.70% | ||
| 43 | JB HUNT TRANSPORT | 1,043,440 | 84,446,000 | 0.69% | ||
| 44 | KRATON CORP COM | 2,952,467 | 82,462,000 | 0.68% | ||
| 45 | FAIR ISAAC CORP | 719,736 | 81,337,000 | 0.67% | ||
| 46 | WATSCO INC | 576,725 | 81,139,000 | 0.67% | ||
| 47 | RED HAT INC | 1,113,883 | 80,868,000 | 0.66% | ||
| 48 | BRUNSWICK CORP | 1,781,123 | 80,720,000 | 0.66% | ||
| 49 | POPULAR INC COM NEW | 2,624,103 | 76,886,000 | 0.63% | ||
| 50 | ITRON INC | 1,773,931 | 76,456,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-018660, filed 2016.08.02).
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.
