| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALLIANCE DATA SYSTEM | 592,399 | 161,399,000 | 2.72% | ||
| 2 | COOPER COS INC | 985,711 | 135,397,000 | 2.28% | ||
| 3 | CHICAGO BRIDGE & IRON CO N V | 1,471,920 | 128,278,000 | 2.16% | ||
| 4 | POLYONE CORP | 3,188,352 | 116,885,000 | 1.97% | ||
| 5 | LIFE TIME FITNESS | 2,148,052 | 103,321,000 | 1.74% | ||
| 6 | Pentair plc | 1,210,080 | 96,008,000 | 1.62% | ||
| 7 | BELDEN INC | 1,363,686 | 94,913,000 | 1.60% | ||
| 8 | Acxiom Corp | 2,712,718 | 93,304,000 | 1.57% | ||
| 9 | MSC INDL DIRECT INC | 1,071,523 | 92,708,000 | 1.56% | ||
| 10 | LKQ CORP | 3,425,680 | 90,267,000 | 1.52% | ||
| 11 | WEST PHARMACEUTICAL SVSC INC | 1,955,603 | 86,144,000 | 1.45% | ||
| 12 | UNITED NATURAL FOODSINC | 1,206,513 | 85,566,000 | 1.44% | ||
| 13 | ENERSYS COM | 1,185,680 | 82,156,000 | 1.39% | ||
| 14 | SAPIENT CORP | 4,630,188 | 78,991,000 | 1.33% | ||
| 15 | MIDDLEBY CORP | 292,742 | 77,345,000 | 1.30% | ||
| 16 | BE AEROSPACE INC | 866,990 | 75,246,000 | 1.27% | ||
| 17 | IHS Markit Ltd. | 603,980 | 73,384,000 | 1.24% | ||
| 18 | TRACTOR SUPPLY CO | 1,024,633 | 72,370,000 | 1.22% | ||
| 19 | A O SMITH | 1,549,520 | 71,309,000 | 1.20% | ||
| 20 | CARMAX | 1,493,880 | 69,914,000 | 1.18% | ||
| 21 | ULTA BEAUTY INC | 697,230 | 67,938,000 | 1.15% | ||
| 22 | WR GRACE & CO | 682,285 | 67,662,000 | 1.14% | ||
| 23 | Ultimate Software Group Inc | 479,029 | 65,627,000 | 1.11% | ||
| 24 | FLOWSERVE CORP | 819,975 | 64,237,000 | 1.08% | ||
| 25 | WATSCO INC | 642,705 | 64,213,000 | 1.08% | ||
| 26 | CORE LABORATORIES N V | 322,455 | 63,988,000 | 1.08% | ||
| 27 | TERADYNE INC COM | 3,204,488 | 63,737,000 | 1.07% | ||
| 28 | TRIMBLE INC | 1,623,985 | 63,124,000 | 1.06% | ||
| 29 | HERBALIFE LTD | 1,098,851 | 62,931,000 | 1.06% | ||
| 30 | Ashland Inc New | 627,285 | 62,402,000 | 1.05% | ||
| 31 | INFORMATICA CORP | 1,613,395 | 60,954,000 | 1.03% | ||
| 32 | ATMEL CORP | 7,172,650 | 59,963,000 | 1.01% | ||
| 33 | DSW INC CL A | 1,669,733 | 59,877,000 | 1.01% | ||
| 34 | AFFILIATED MANAGERS GROUP | 293,310 | 58,677,000 | 0.99% | ||
| 35 | LIVE NATION, INC. | 2,643,942 | 57,506,000 | 0.97% | ||
| 36 | LIVANOVA PLC | 872,476 | 56,934,000 | 0.96% | ||
| 37 | NCR CORP NEW | 1,554,630 | 56,822,000 | 0.96% | ||
| 38 | URBAN OUTFITTERS INC COM | 1,548,045 | 56,457,000 | 0.95% | ||
| 39 | AMETEK | 1,074,409 | 55,321,000 | 0.93% | ||
| 40 | CARPENTER TECHNOLOGY CORP | 818,686 | 54,066,000 | 0.91% | ||
| 41 | RESMED INC | 1,183,159 | 52,875,000 | 0.89% | ||
| 42 | BANKRATE INC DEL COM | 3,097,448 | 52,471,000 | 0.88% | ||
| 43 | SERVICE CORP INTL COM | 2,535,080 | 50,397,000 | 0.85% | ||
| 44 | SALIX PHARMACEUTICALS INC | 479,040 | 49,633,000 | 0.84% | ||
| 45 | F5 NETWORKS INC | 459,570 | 49,004,000 | 0.83% | ||
| 46 | JARDEN CORP | 815,190 | 48,773,000 | 0.82% | ||
| 47 | ICON PLC | 1,005,260 | 47,800,000 | 0.81% | ||
| 48 | COTERRA ENERGY INC | 1,408,485 | 47,719,000 | 0.80% | ||
| 49 | FMC | 623,125 | 47,706,000 | 0.80% | ||
| 50 | SOUTHWESTERN ENERGY CO | 1,027,198 | 47,261,000 | 0.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-14-000005, filed 2014.04.23).
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.
