| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEST PHARMACEUTICAL SVSC INC | 966,193 | 66,976,000 | 2.75% | ||
| 2 | TEXAS ROADHOUSE INC | 1,276,473 | 55,629,000 | 2.28% | ||
| 3 | BELDEN INC | 867,199 | 53,229,000 | 2.19% | ||
| 4 | ALLIANCE DATA SYSTEM | 237,837 | 52,324,000 | 2.15% | ||
| 5 | COOPER COS INC | 318,021 | 48,966,000 | 2.01% | ||
| 6 | ELECTRONICS FOR IMAGING INC | 1,068,904 | 45,311,000 | 1.86% | ||
| 7 | Acxiom Corp | 2,070,097 | 44,383,000 | 1.82% | ||
| 8 | ULTA BEAUTY INC | 224,018 | 43,401,000 | 1.78% | ||
| 9 | TREEHOUSE FOODS INC | 484,163 | 42,001,000 | 1.72% | ||
| 10 | Ultimate Software Group Inc | 204,236 | 39,520,000 | 1.62% | ||
| 11 | LKQ CORP | 1,208,813 | 38,597,000 | 1.58% | ||
| 12 | OXFORD INDS INC COM | 564,446 | 37,948,000 | 1.56% | ||
| 13 | TREX CO INC COM | 783,736 | 37,564,000 | 1.54% | ||
| 14 | POLYONE CORP | 1,203,969 | 36,420,000 | 1.50% | ||
| 15 | MICHAELS COS INC | 1,277,870 | 35,742,000 | 1.47% | ||
| 16 | MIDDLEBY CORP | 332,601 | 35,512,000 | 1.46% | ||
| 17 | EQUIFAX INC | 308,750 | 35,287,000 | 1.45% | ||
| 18 | LIVE NATION, INC. | 1,570,043 | 35,028,000 | 1.44% | ||
| 19 | DSW INC CL A | 1,263,111 | 34,912,000 | 1.43% | ||
| 20 | GLOBUS MED INC | 1,441,715 | 34,241,000 | 1.41% | ||
| 21 | G III APPAREL GROUP LTD COM | 696,119 | 34,033,000 | 1.40% | ||
| 22 | WAGEWORKS INC COM | 638,345 | 32,307,000 | 1.33% | ||
| 23 | METHODE ELECTRS INC COM | 1,089,919 | 31,869,000 | 1.31% | ||
| 24 | MSC INDL DIRECT INC | 409,225 | 31,228,000 | 1.28% | ||
| 25 | DENTSPLY SIRONA INC | 491,720 | 30,305,000 | 1.24% | ||
| 26 | LIGAND PHARMACEUTICALS INC | 282,071 | 30,207,000 | 1.24% | ||
| 27 | SHUTTERFLY INC | 634,332 | 29,414,000 | 1.21% | ||
| 28 | URBAN OUTFITTERS INC COM | 876,765 | 29,012,000 | 1.19% | ||
| 29 | PDC ENERGY INC COM | 480,092 | 28,541,000 | 1.17% | ||
| 30 | CARMAX | 554,055 | 28,312,000 | 1.16% | ||
| 31 | BOTTOMLINE TECH DEL INC COM | 922,438 | 28,125,000 | 1.15% | ||
| 32 | RESMED INC | 485,494 | 28,071,000 | 1.15% | ||
| 33 | CARLISLE COS INC | 279,270 | 27,787,000 | 1.14% | ||
| 34 | PERFORMANCE FOOD GROUP CO COM | 1,180,805 | 27,572,000 | 1.13% | ||
| 35 | Ashland Inc New | 234,375 | 25,772,000 | 1.06% | ||
| 36 | A O SMITH | 323,135 | 24,658,000 | 1.01% | ||
| 37 | SERVICE CORP INTL COM | 987,945 | 24,382,000 | 1.00% | ||
| 38 | AMETEK | 470,866 | 23,534,000 | 0.97% | ||
| 39 | AMN HEALTHCARE SERVICES INC | 688,737 | 23,148,000 | 0.95% | ||
| 40 | ENCORE CAP GROUP INC COM | 890,356 | 22,918,000 | 0.94% | ||
| 41 | INOGEN INC COM | 507,043 | 22,807,000 | 0.94% | ||
| 42 | WATSCO INC | 168,890 | 22,756,000 | 0.93% | ||
| 43 | VERIFONE SYS INC | 801,665 | 22,639,000 | 0.93% | ||
| 44 | FINANCIAL ENGINES INC | 719,475 | 22,613,000 | 0.93% | ||
| 45 | TERADYNE INC COM | 1,001,043 | 21,613,000 | 0.89% | ||
| 46 | AFFILIATED MANAGERS GROUP | 129,920 | 21,099,000 | 0.87% | ||
| 47 | TRACTOR SUPPLY CO | 229,200 | 20,733,000 | 0.85% | ||
| 48 | CORE LABORATORIES N V | 183,740 | 20,654,000 | 0.85% | ||
| 49 | SBA COMMUNICATIONS CORPORATION | 203,395 | 20,374,000 | 0.84% | ||
| 50 | STERICYCLE | 159,595 | 20,139,000 | 0.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000928749-16-000012, filed 2016.05.27).
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.
