| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SHOPIFY INC | 105,940 | 4,542,000 | 1.83% | ||
| 2 | CAVIUM INC | 69,550 | 4,343,000 | 1.75% | ||
| 3 | EDWARDS LIFESCIENCES CORP | 39,130 | 3,666,000 | 1.48% | ||
| 4 | UNITED RENTALS | 33,560 | 3,544,000 | 1.43% | ||
| 5 | ROSS STORES INC | 53,870 | 3,534,000 | 1.43% | ||
| 6 | BROADCOM LTD | 18,767 | 3,317,000 | 1.34% | ||
| 7 | AUTOZONE INC | 4,030 | 3,182,000 | 1.29% | ||
| 8 | IDEXX LAB | 27,000 | 3,166,000 | 1.28% | ||
| 9 | VANTIV INC | 52,870 | 3,152,000 | 1.27% | ||
| 10 | HD Supply Holdings Inc | 73,750 | 3,135,000 | 1.27% | ||
| 11 | SQUARE INC | 210,000 | 2,862,000 | 1.16% | ||
| 12 | FISERV INC | 26,000 | 2,763,000 | 1.12% | ||
| 13 | BOSTON SCIENTIFIC CORP | 124,920 | 2,702,000 | 1.09% | ||
| 14 | EAGLE MATERIALS INC | 26,950 | 2,655,000 | 1.07% | ||
| 15 | ARISTA NETWORKS INC COM | 26,000 | 2,516,000 | 1.02% | ||
| 16 | DIGIMARC CORP | 80,930 | 2,428,000 | 0.98% | ||
| 17 | WYNN RESORTS LTD | 28,000 | 2,422,000 | 0.98% | ||
| 18 | SBA COMMUNICATIONS CORPORATION | 23,410 | 2,417,000 | 0.98% | ||
| 19 | ELECTRONIC ARTS INC | 30,640 | 2,413,000 | 0.97% | ||
| 20 | BARD C R INC | 10,705 | 2,405,000 | 0.97% | ||
| 21 | SNAP ON INC | 14,000 | 2,398,000 | 0.97% | ||
| 22 | MONSTER BEVERAGE COR | 52,430 | 2,325,000 | 0.94% | ||
| 23 | MOHAWK INDS | 11,600 | 2,316,000 | 0.94% | ||
| 24 | MARRIOTT INTL | 27,500 | 2,274,000 | 0.92% | ||
| 25 | LULULEMON ATHLETICA | 34,950 | 2,271,000 | 0.92% | ||
| 26 | ABIOMED INC | 20,000 | 2,254,000 | 0.91% | ||
| 27 | MONOLITHIC PWR SYS INC COM | 27,150 | 2,225,000 | 0.90% | ||
| 28 | INTUITIVE SURGICAL INC | 3,480 | 2,207,000 | 0.89% | ||
| 29 | COMMSCOPE HLDG COMPANY INCORPORATED | 59,100 | 2,198,000 | 0.89% | ||
| 30 | ULTA BEAUTY INC | 8,600 | 2,193,000 | 0.89% | ||
| 31 | IONIS PHARMACEUTICALS INC | 45,360 | 2,170,000 | 0.88% | ||
| 32 | OMNICOM GROUP INC | 24,080 | 2,050,000 | 0.83% | ||
| 33 | ZIONS BANCORPORATION N A COM | 47,460 | 2,043,000 | 0.83% | ||
| 34 | HUNTINGTON BANC | 153,220 | 2,025,000 | 0.82% | ||
| 35 | PAYCHEX INC | 33,000 | 2,010,000 | 0.81% | ||
| 36 | INCYTE | 20,000 | 2,006,000 | 0.81% | ||
| 37 | NUVASIVE INC COM | 29,300 | 1,974,000 | 0.80% | ||
| 38 | MIDDLEBY CORP | 15,310 | 1,972,000 | 0.80% | ||
| 39 | NVIDIA CORPORATION | 18,000 | 1,921,000 | 0.78% | ||
| 40 | LAM RESEARCH CORP | 18,000 | 1,904,000 | 0.77% | ||
| 41 | REMARK MEDIA INC | 479,000 | 1,878,000 | 0.76% | ||
| 42 | HERSHEY CO | 17,890 | 1,850,000 | 0.75% | ||
| 43 | CONAGRA BRANDS | 46,450 | 1,837,000 | 0.74% | ||
| 44 | METTLER-TOLEDO | 4,380 | 1,833,000 | 0.74% | ||
| 45 | ZAYO GROUP HOLDINGS | 55,040 | 1,809,000 | 0.73% | ||
| 46 | NUCOR CORP | 30,000 | 1,785,000 | 0.72% | ||
| 47 | CBOE GLOBAL MARKETS INC COM | 24,000 | 1,773,000 | 0.72% | ||
| 48 | PRA HEALTH SCIENCES INC | 31,000 | 1,709,000 | 0.69% | ||
| 49 | MASTEC INC | 44,010 | 1,683,000 | 0.68% | ||
| 50 | BLUE BUFFALO PET PRODS INC | 66,650 | 1,602,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000362, filed 2017.02.08).
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.
