| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CYRUSONE INC | 127,894 | 7,119,000 | 2.48% | ||
| 2 | BOSTON SCIENTIFIC CORP | 295,680 | 6,910,000 | 2.41% | ||
| 3 | GRANITE CONSTR INC | 132,791 | 6,049,000 | 2.11% | ||
| 4 | Cynosure Inc | 118,116 | 5,746,000 | 2.00% | ||
| 5 | VAIL RESORTS INC | 40,895 | 5,653,000 | 1.97% | ||
| 6 | UNITEDHEALTH GROUP INC | 37,833 | 5,342,000 | 1.86% | ||
| 7 | ALPHABET INC | 7,138 | 5,022,000 | 1.75% | ||
| 8 | ALIGN TECHNOLOGY INC | 60,951 | 4,910,000 | 1.71% | ||
| 9 | WAGEWORKS INC COM | 81,552 | 4,878,000 | 1.70% | ||
| 10 | EQUIFAX INC | 37,816 | 4,856,000 | 1.69% | ||
| 11 | FABRINET SHS | 129,576 | 4,810,000 | 1.68% | ||
| 12 | FACEBOOK INC | 38,869 | 4,442,000 | 1.55% | ||
| 13 | VCA INCORPORATED | 62,586 | 4,231,000 | 1.47% | ||
| 14 | FIRST REP BK SAN FRANCISCO C | 60,421 | 4,229,000 | 1.47% | ||
| 15 | AMAZON COM INC | 5,757 | 4,120,000 | 1.44% | ||
| 16 | CORESITE RLTY CORP | 45,306 | 4,018,000 | 1.40% | ||
| 17 | MASCO CORP | 128,142 | 3,965,000 | 1.38% | ||
| 18 | DYCOM INDS INC COM | 43,299 | 3,887,000 | 1.35% | ||
| 19 | GIGAMON INC | 102,393 | 3,828,000 | 1.33% | ||
| 20 | APPLIED MATLS INC | 159,400 | 3,821,000 | 1.33% | ||
| 21 | UNIVERSAL ELECTRS INC COM | 51,976 | 3,757,000 | 1.31% | ||
| 22 | EXLSERVICE HOLDINGS INC COM | 71,601 | 3,753,000 | 1.31% | ||
| 23 | MONOLITHIC PWR SYS INC COM | 52,362 | 3,577,000 | 1.25% | ||
| 24 | KRAFT HEINZ CO | 39,744 | 3,517,000 | 1.23% | ||
| 25 | ORBOTECH LTD | 137,529 | 3,514,000 | 1.22% | ||
| 26 | AMERICAN TOWER CORP NEW | 30,721 | 3,490,000 | 1.22% | ||
| 27 | STRYKER CORP | 28,629 | 3,431,000 | 1.20% | ||
| 28 | CAMBREX CORP | 63,226 | 3,271,000 | 1.14% | ||
| 29 | VISA INC | 43,557 | 3,231,000 | 1.13% | ||
| 30 | Drew Inds Inc | 37,578 | 3,188,000 | 1.11% | ||
| 31 | JOHN BEAN TECHNOLOGIES CORP COM | 51,965 | 3,181,000 | 1.11% | ||
| 32 | U S CONCRETE INC | 52,207 | 3,180,000 | 1.11% | ||
| 33 | SEMTECH CORP COM | 131,847 | 3,146,000 | 1.10% | ||
| 34 | STERIS PLC SHS USD | 45,598 | 3,135,000 | 1.09% | ||
| 35 | TORO CO | 35,497 | 3,131,000 | 1.09% | ||
| 36 | MICROSOFT CORP | 60,327 | 3,087,000 | 1.08% | ||
| 37 | BURLINGTON STORES INC | 45,775 | 3,054,000 | 1.06% | ||
| 38 | SALESFORCE COM INC | 38,139 | 3,029,000 | 1.06% | ||
| 39 | PHYSICIANS RLTY TR | 143,830 | 3,022,000 | 1.05% | ||
| 40 | BWX TECHNOLOGIES INC COM | 84,368 | 3,018,000 | 1.05% | ||
| 41 | EQUINIX | 7,723 | 2,994,000 | 1.04% | ||
| 42 | BERRY PLASTICS GROUP INC | 76,551 | 2,974,000 | 1.04% | ||
| 43 | MUELLER WTR PRODS INC | 259,048 | 2,958,000 | 1.03% | ||
| 44 | INPHI CORP | 91,400 | 2,928,000 | 1.02% | ||
| 45 | INTEGRA LIFESCIENCES HLDGS CP COM NEW | 36,547 | 2,916,000 | 1.02% | ||
| 46 | Rexford Industrial Realty Inc | 137,474 | 2,899,000 | 1.01% | ||
| 47 | FISERV INC | 26,603 | 2,893,000 | 1.01% | ||
| 48 | DAVE & BUSTERS ENTMT INC COM | 61,525 | 2,879,000 | 1.00% | ||
| 49 | MSCI INC | 37,186 | 2,868,000 | 1.00% | ||
| 50 | COMCAST CORP NEW | 43,991 | 2,868,000 | 1.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-16-001124, filed 2016.07.27).
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.
