| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMSURG CORP | 133,974 | 10,411,000 | 3.15% | ||
| 2 | APPLE INC | 89,772 | 9,902,000 | 2.99% | ||
| 3 | AMAZON COM INC | 17,562 | 8,990,000 | 2.72% | ||
| 4 | ICON PLC | 123,145 | 8,740,000 | 2.64% | ||
| 5 | FACEBOOK INC | 76,380 | 6,867,000 | 2.08% | ||
| 6 | INFINERA CORPORATION COM | 346,523 | 6,778,000 | 2.05% | ||
| 7 | ISHARES RUSSELL 3000 ETF | 59,000 | 6,720,000 | 2.03% | ||
| 8 | MOLINA HEALTHCARE INC | 93,481 | 6,436,000 | 1.95% | ||
| 9 | EPAM SYS INC | 84,766 | 6,317,000 | 1.91% | ||
| 10 | O REILLY AUTOMOTIVE INC NEW | 23,728 | 5,932,000 | 1.79% | ||
| 11 | VCA INCORPORATED | 112,117 | 5,903,000 | 1.78% | ||
| 12 | EMERGENT BIOSOLUTIONS INC COM | 206,459 | 5,882,000 | 1.78% | ||
| 13 | CAMBREX CORP | 142,305 | 5,647,000 | 1.71% | ||
| 14 | STAMPS COM INC COM NEW | 75,053 | 5,555,000 | 1.68% | ||
| 15 | AMN HEALTHCARE SERVICES INC | 178,885 | 5,368,000 | 1.62% | ||
| 16 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 93,238 | 5,343,000 | 1.62% | ||
| 17 | ACADIA HEALTHCARE COMPANY IN | 80,128 | 5,310,000 | 1.61% | ||
| 18 | Integrated Device Technology I | 261,175 | 5,302,000 | 1.60% | ||
| 19 | REGENERON PHARMACEUTICALS | 11,221 | 5,219,000 | 1.58% | ||
| 20 | ABIOMED INC | 55,724 | 5,169,000 | 1.56% | ||
| 21 | QLIK TECHNOLOGIES INC COM | 140,826 | 5,133,000 | 1.55% | ||
| 22 | STARBUCKS CORP | 88,358 | 5,022,000 | 1.52% | ||
| 23 | SKECHERS U S A INC | 37,203 | 4,988,000 | 1.51% | ||
| 24 | ELLIE MAE INCORPORATED | 74,919 | 4,987,000 | 1.51% | ||
| 25 | BLACKBAUD INC COM | 85,816 | 4,816,000 | 1.46% | ||
| 26 | PALO ALTO NETWORKS | 27,589 | 4,745,000 | 1.43% | ||
| 27 | VISTEON CORP COM NEW | 46,263 | 4,684,000 | 1.42% | ||
| 28 | BRIGHT HORIZONS FAM SOL IN DEL COM | 72,790 | 4,676,000 | 1.41% | ||
| 29 | BUILDERS FIRSTSOURCE INC | 358,962 | 4,552,000 | 1.38% | ||
| 30 | VULCAN MATLS CO | 49,963 | 4,457,000 | 1.35% | ||
| 31 | DAVE & BUSTERS ENTMT INC COM | 115,397 | 4,365,000 | 1.32% | ||
| 32 | JETBLUE AIRWAYS CORP | 168,281 | 4,337,000 | 1.31% | ||
| 33 | BURLINGTON STORES INC | 84,625 | 4,319,000 | 1.31% | ||
| 34 | FIRST REP BK SAN FRANCISCO C | 67,513 | 4,238,000 | 1.28% | ||
| 35 | MGIC INVT CORP WIS | 437,649 | 4,053,000 | 1.23% | ||
| 36 | TOTAL SYS SVCS INC | 88,252 | 4,009,000 | 1.21% | ||
| 37 | LITHIA MTRS INC COM | 36,348 | 3,930,000 | 1.19% | ||
| 38 | LILLY ELI & CO | 46,912 | 3,926,000 | 1.19% | ||
| 39 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 6,013 | 3,839,000 | 1.16% | ||
| 40 | EURONET WORLDWIDE INC | 51,617 | 3,824,000 | 1.16% | ||
| 41 | ACUITY BRANDS INC | 21,648 | 3,801,000 | 1.15% | ||
| 42 | AVG Technologies NV | 168,948 | 3,675,000 | 1.11% | ||
| 43 | MAXLINEAR INC COM | 291,559 | 3,627,000 | 1.10% | ||
| 44 | MANHATTAN ASSOCIATES INC | 58,177 | 3,624,000 | 1.10% | ||
| 45 | VISA INC | 51,929 | 3,617,000 | 1.09% | ||
| 46 | ADOBE INC | 43,594 | 3,584,000 | 1.08% | ||
| 47 | G III APPAREL GROUP LTD COM | 57,844 | 3,567,000 | 1.08% | ||
| 48 | AMERICAN WOODMARK CORPORATION COM | 54,393 | 3,528,000 | 1.07% | ||
| 49 | HASBRO INC | 48,304 | 3,485,000 | 1.05% | ||
| 50 | DYCOM INDS INC COM | 48,070 | 3,478,000 | 1.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-039785, filed 2015.11.05).
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.
