| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | LENDINGTREE INC NEW COM | 13,401 | 1,680,000 | 0.94% | ||
| 52 | JOHN BEAN TECHNOLOGIES CORP COM | 19,074 | 1,678,000 | 0.94% | ||
| 53 | APPLIED MATLS INC | 42,677 | 1,660,000 | 0.93% | ||
| 54 | J2 GLOBAL INC | 19,416 | 1,629,000 | 0.92% | ||
| 55 | TERADYNE INC | 51,987 | 1,617,000 | 0.91% | ||
| 56 | NVIDIA CORPORATION | 14,759 | 1,608,000 | 0.90% | ||
| 57 | CARNIVAL CORP | 26,403 | 1,555,000 | 0.87% | ||
| 58 | DOW CHEM CO | 24,312 | 1,545,000 | 0.87% | ||
| 59 | ROYAL CARIBBEAN GROUP | 15,751 | 1,545,000 | 0.87% | ||
| 60 | GALLAGHER ARTHUR J & CO | 26,601 | 1,504,000 | 0.85% | ||
| 61 | SCHWAB CHARLES CORP | 36,283 | 1,481,000 | 0.83% | ||
| 62 | PTC INC | 28,052 | 1,474,000 | 0.83% | ||
| 63 | KB HOME | 71,007 | 1,412,000 | 0.79% | ||
| 64 | CEVA Inc | 38,706 | 1,374,000 | 0.77% | ||
| 65 | GTT COMMUNICATIONS INC COM | 55,297 | 1,346,000 | 0.76% | ||
| 66 | WOODWARD INC | 18,240 | 1,239,000 | 0.70% | ||
| 67 | CIENA CORP | 48,880 | 1,154,000 | 0.65% | ||
| 68 | AUTODESK INC | 12,106 | 1,047,000 | 0.59% | ||
| 69 | T MOBILE US INC | 16,171 | 1,044,000 | 0.59% | ||
| 70 | AZENTA INC COM | 42,363 | 949,000 | 0.53% | ||
| 71 | ICHOR HOLDINGS SHS | 47,268 | 937,000 | 0.53% | ||
| 72 | FMC | 12,211 | 850,000 | 0.48% | ||
| 73 | COMCAST CORP NEW | 20,044 | 753,000 | 0.42% | ||
| 74 | ARAMARK | 11,577 | 427,000 | 0.24% | ||
| 75 | NEXPOINT RESIDENTIAL TR INC | 11,055 | 267,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-17-000293, filed 2017.05.08).
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.
