| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WABTEC | 412,010 | 31,931,000 | 2.50% | ||
| 2 | DICKS SPORTING GOODS | 577,025 | 31,511,000 | 2.47% | ||
| 3 | FLOWSERVE CORP | 389,920 | 30,546,000 | 2.39% | ||
| 4 | XILINX INC | 561,485 | 30,472,000 | 2.39% | ||
| 5 | UNITED RENTALS | 305,495 | 29,004,000 | 2.27% | ||
| 6 | VISA INC | 130,005 | 28,063,000 | 2.20% | ||
| 7 | CARDINAL HEALTH INC | 398,900 | 27,915,000 | 2.19% | ||
| 8 | RED HAT INC | 526,460 | 27,892,000 | 2.18% | ||
| 9 | TWENTY FIRST CENTY FOX INC | 865,200 | 27,660,000 | 2.17% | ||
| 10 | ALLSTATE CORP | 481,635 | 27,251,000 | 2.13% | ||
| 11 | CBS CORP NEW | 433,865 | 26,813,000 | 2.10% | ||
| 12 | UNITEDHEALTH GROUP INC | 321,460 | 26,357,000 | 2.06% | ||
| 13 | V F CORP | 422,657 | 26,154,000 | 2.05% | ||
| 14 | SYNAPTICS INC | 434,153 | 26,058,000 | 2.04% | ||
| 15 | AMERICAN TOWER CORP NEW | 317,725 | 26,012,000 | 2.04% | ||
| 16 | PRICELINE GRP INC | 21,000 | 25,030,000 | 1.96% | ||
| 17 | CELGENE CORP | 177,757 | 24,815,000 | 1.94% | ||
| 18 | NIKE INC | 332,870 | 24,586,000 | 1.93% | ||
| 19 | AMERITRADE HOLD | 716,100 | 24,312,000 | 1.90% | ||
| 20 | STARBUCKS CORP | 330,000 | 24,215,000 | 1.90% | ||
| 21 | JARDEN CORP | 400,005 | 23,932,000 | 1.87% | ||
| 22 | AIR LEASE CORP | 630,355 | 23,506,000 | 1.84% | ||
| 23 | ETRADE GROUP | 1,000,000 | 23,020,000 | 1.80% | ||
| 24 | SALESFORCE COM INC | 396,120 | 22,614,000 | 1.77% | ||
| 25 | KATE SPADE & CO | 597,610 | 22,165,000 | 1.74% | ||
| 26 | TRINITY INDS INC | 307,000 | 22,125,000 | 1.73% | ||
| 27 | HAIN CELESTIAL GROUP INC COM | 241,340 | 22,066,000 | 1.73% | ||
| 28 | MANITOWOC INC COM | 680,000 | 21,386,000 | 1.67% | ||
| 29 | CIENA CORP COM NEW | 920,880 | 20,941,000 | 1.64% | ||
| 30 | GUIDEWIRE SOFTWARE INC | 425,140 | 20,853,000 | 1.63% | ||
| 31 | INTL RECTIFIER COR | 755,295 | 20,695,000 | 1.62% | ||
| 32 | JDS UNIPHASE CORP COM PAR $0.001 | 1,419,600 | 19,874,000 | 1.56% | ||
| 33 | KIRBY CORP | 178,460 | 18,069,000 | 1.41% | ||
| 34 | TRACTOR SUPPLY CO | 255,000 | 18,011,000 | 1.41% | ||
| 35 | GENERAC HLDGS INC | 303,730 | 17,911,000 | 1.40% | ||
| 36 | HILTON WORLDWIDE HLDGS INC | 800,000 | 17,792,000 | 1.39% | ||
| 37 | DORMAN PRODS INC COM | 300,400 | 17,742,000 | 1.39% | ||
| 38 | OSHKOSH CORP | 293,250 | 17,264,000 | 1.35% | ||
| 39 | FIREEYE INC | 277,860 | 17,108,000 | 1.34% | ||
| 40 | MICRON TECHNOLOGY INC | 720,105 | 17,038,000 | 1.33% | ||
| 41 | SYNCHRONOSS TECHNOLOGIES INC COM | 458,700 | 15,729,000 | 1.23% | ||
| 42 | UNDER ARMOUR INC | 135,945 | 15,585,000 | 1.22% | ||
| 43 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 1,299,440 | 14,970,000 | 1.17% | ||
| 44 | AVAGO TECHNOLOGIES LTD SHS | 230,000 | 14,814,000 | 1.16% | ||
| 45 | VONAGE HLDGS CORP COM | 3,453,600 | 14,747,000 | 1.15% | ||
| 46 | ALLSCRIPTS HEALTHCARE | 800,000 | 14,424,000 | 1.13% | ||
| 47 | STANDARD PAC CORP | 1,696,650 | 14,099,000 | 1.10% | ||
| 48 | LIVANOVA PLC | 210,900 | 13,762,000 | 1.08% | ||
| 49 | H&E EQUIPMENT SERVICES LLC COM | 324,880 | 13,141,000 | 1.03% | ||
| 50 | CHICAGO BRIDGE & IRON CO N V | 145,000 | 12,637,000 | 0.99% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000820289-14-000004, filed 2014.05.15).
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.
