| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MAXLINEAR INC COM | 536,506 | 9,925,000 | 3.07% | ||
| 2 | APPLE INC | 82,775 | 9,022,000 | 2.79% | ||
| 3 | FACEBOOK INC | 70,557 | 8,051,000 | 2.49% | ||
| 4 | EMERGENT BIOSOLUTIONS INC COM | 203,367 | 7,392,000 | 2.29% | ||
| 5 | AMN HEALTHCARE SERVICES INC | 217,778 | 7,320,000 | 2.27% | ||
| 6 | GRANITE CONSTR INC | 144,239 | 6,895,000 | 2.13% | ||
| 7 | CYRUSONE INC | 145,461 | 6,640,000 | 2.06% | ||
| 8 | ALPHABET INC | 8,615 | 6,572,000 | 2.03% | ||
| 9 | BOSTON SCIENTIFIC CORP | 329,895 | 6,205,000 | 1.92% | ||
| 10 | VCA INCORPORATED | 103,377 | 5,964,000 | 1.85% | ||
| 11 | EPAM SYS INC | 78,043 | 5,827,000 | 1.80% | ||
| 12 | Cynosure Inc | 123,263 | 5,438,000 | 1.68% | ||
| 13 | VULCAN MATLS CO | 50,997 | 5,384,000 | 1.67% | ||
| 14 | CUBESMART | 153,750 | 5,120,000 | 1.59% | ||
| 15 | CHURCHILL DOWNS INC | 34,420 | 5,090,000 | 1.58% | ||
| 16 | CASEY'S GENERAL STORES INC COM | 44,383 | 5,029,000 | 1.56% | ||
| 17 | STARBUCKS CORP | 83,203 | 4,967,000 | 1.54% | ||
| 18 | COACH INC | 123,759 | 4,961,000 | 1.54% | ||
| 19 | EQUIFAX INC | 43,175 | 4,934,000 | 1.53% | ||
| 20 | DAVE & BUSTERS ENTMT INC COM | 125,270 | 4,858,000 | 1.50% | ||
| 21 | MONOLITHIC PWR SYS INC COM | 75,954 | 4,834,000 | 1.50% | ||
| 22 | ACUITY BRANDS INC | 22,090 | 4,819,000 | 1.49% | ||
| 23 | MICROSOFT CORP | 86,816 | 4,795,000 | 1.48% | ||
| 24 | MASCO CORP | 146,390 | 4,604,000 | 1.43% | ||
| 25 | HOME DEPOT INC | 34,121 | 4,553,000 | 1.41% | ||
| 26 | FIRST REP BK SAN FRANCISCO C | 68,040 | 4,534,000 | 1.40% | ||
| 27 | UNITEDHEALTH GROUP INC | 35,013 | 4,513,000 | 1.40% | ||
| 28 | BRIGHT HORIZONS FAM SOL IN DEL COM | 66,947 | 4,337,000 | 1.34% | ||
| 29 | DOLLAR GEN CORP NEW | 49,173 | 4,209,000 | 1.30% | ||
| 30 | EXLSERVICE HOLDINGS INC COM | 81,062 | 4,199,000 | 1.30% | ||
| 31 | Francesca's Holdings Corp | 214,156 | 4,103,000 | 1.27% | ||
| 32 | ACCENTURE PLC IRELAND | 34,713 | 4,006,000 | 1.24% | ||
| 33 | COHERENT INC COM | 41,986 | 3,859,000 | 1.19% | ||
| 34 | VISA INC | 49,159 | 3,760,000 | 1.16% | ||
| 35 | AMERICAN WOODMARK CORPORATION COM | 50,271 | 3,750,000 | 1.16% | ||
| 36 | BURLINGTON STORES INC | 66,195 | 3,723,000 | 1.15% | ||
| 37 | TARGET CORP | 44,191 | 3,636,000 | 1.13% | ||
| 38 | SABRE CORP | 125,209 | 3,621,000 | 1.12% | ||
| 39 | STERIS PLC SHS USD | 50,886 | 3,615,000 | 1.12% | ||
| 40 | UNIVERSAL ELECTRS INC COM | 57,151 | 3,543,000 | 1.10% | ||
| 41 | EURONET WORLDWIDE INC | 47,548 | 3,524,000 | 1.09% | ||
| 42 | CORESITE RLTY CORP | 50,238 | 3,517,000 | 1.09% | ||
| 43 | VAIL RESORTS INC | 26,131 | 3,494,000 | 1.08% | ||
| 44 | TORO CO | 39,385 | 3,392,000 | 1.05% | ||
| 45 | LITTELFUSE INC COM | 26,463 | 3,258,000 | 1.01% | ||
| 46 | BEACON ROOFING SUPPLY INC | 78,559 | 3,222,000 | 1.00% | ||
| 47 | WATSCO INC | 23,745 | 3,199,000 | 0.99% | ||
| 48 | TJX COS INC NEW | 40,648 | 3,185,000 | 0.99% | ||
| 49 | SALESFORCE COM INC | 42,634 | 3,148,000 | 0.97% | ||
| 50 | BROADCOM LTD | 20,173 | 3,117,000 | 0.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-064248, filed 2016.05.10).
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.
