| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | INSPERITY INC COM | 1,028,240 | 33,932,000 | 0.30% | ||
| 52 | CAPITAL ONE FINL CORP | 400,000 | 33,040,000 | 0.29% | ||
| 53 | WELLS FARGO & CO NEW | 625,000 | 32,850,000 | 0.29% | ||
| 54 | FIRST AMERN FINL CORP | 1,101,706 | 30,616,000 | 0.27% | ||
| 55 | LAM RESEARCH CORP | 450,000 | 30,411,000 | 0.27% | ||
| 56 | COMPUWARE CORP | 3,001,344 | 29,983,000 | 0.26% | ||
| 57 | DISCOVERY COMMUNICATNS NEW | 395,000 | 29,341,000 | 0.26% | ||
| 58 | ESSENT GROUP LTD | 1,460,395 | 29,339,000 | 0.26% | ||
| 59 | Energy XXI LTD | 1,240,474 | 29,312,000 | 0.26% | ||
| 60 | GENMARK DIAGNOSTICS INC. | 2,118,127 | 28,658,000 | 0.25% | ||
| 61 | REGAL BELOIT CORP | 352,934 | 27,726,000 | 0.24% | ||
| 62 | GENTEX CORP | 939,228 | 27,322,000 | 0.24% | ||
| 63 | ROCHE HOLDING LTD SPONSORED AD | 730,000 | 27,229,000 | 0.24% | ||
| 64 | TCF FINL CORP | 1,571,617 | 25,727,000 | 0.23% | ||
| 65 | VCA INCORPORATED | 728,884 | 25,577,000 | 0.22% | ||
| 66 | BELMOND LTD | 1,733,079 | 25,199,000 | 0.22% | ||
| 67 | GROUP 1 AUTOMOTIVE INC | 289,109 | 24,375,000 | 0.21% | ||
| 68 | ABBOTT LABS | 583,000 | 23,845,000 | 0.21% | ||
| 69 | THERMON GROUP HLDGS INC COM | 885,296 | 23,301,000 | 0.20% | ||
| 70 | PULTE GROUP INC | 1,150,000 | 23,184,000 | 0.20% | ||
| 71 | TARGET CORP | 380,000 | 22,021,000 | 0.19% | ||
| 72 | Equinix Inc New | 100,000 | 21,009,000 | 0.18% | ||
| 73 | PMC-SIERRA INC | 2,749,288 | 20,922,000 | 0.18% | ||
| 74 | D R HORTON INC | 850,000 | 20,893,000 | 0.18% | ||
| 75 | INTEL CORP | 650,000 | 20,085,000 | 0.18% | ||
| 76 | SEI INVESTMENTS CO | 569,824 | 18,673,000 | 0.16% | ||
| 77 | EZCHIP SEMICONDUCTOR F | 700,000 | 18,039,000 | 0.16% | ||
| 78 | INTUIT | 210,500 | 16,952,000 | 0.15% | ||
| 79 | EXPRESS SCRIPTS HLDG CO | 230,000 | 15,946,000 | 0.14% | ||
| 80 | FINISAR CORP | 800,000 | 15,800,000 | 0.14% | ||
| 81 | VERISIGN INC | 309,279 | 15,096,000 | 0.13% | ||
| 82 | CORNING INC | 675,000 | 14,816,000 | 0.13% | ||
| 83 | TRIMBLE INC | 375,000 | 13,856,000 | 0.12% | ||
| 84 | POTASH CORP SASK INC | 350,000 | 13,286,000 | 0.12% | ||
| 85 | VIVENDI SA UNSPONSORED ADR | 475,000 | 11,614,000 | 0.10% | ||
| 86 | AGILENT TECHNOLOGIES INC | 200,000 | 11,488,000 | 0.10% | ||
| 87 | SIRONA DENTAL SYS INC | 137,452 | 11,334,000 | 0.10% | ||
| 88 | HARMAN INTL INDS INC | 104,640 | 11,241,000 | 0.10% | ||
| 89 | GRACO INC | 141,253 | 11,029,000 | 0.10% | ||
| 90 | CITRIX SYS INC | 150,000 | 9,383,000 | 0.08% | ||
| 91 | INTERMUNE INC | 210,000 | 9,272,000 | 0.08% | ||
| 92 | FEDEX CORP | 60,000 | 9,083,000 | 0.08% | ||
| 93 | DEERE & CO | 100,000 | 9,055,000 | 0.08% | ||
| 94 | TOLL BROTHERS INC | 245,000 | 9,041,000 | 0.08% | ||
| 95 | WHOLE FOODS MKT INC | 200,000 | 7,726,000 | 0.07% | ||
| 96 | Dentsply Intl Inc | 157,000 | 7,434,000 | 0.07% | ||
| 97 | CARDINAL HEALTH INC | 95,000 | 6,513,000 | 0.06% | ||
| 98 | CAMERON INTERNATIONAL COMPANY | 95,500 | 6,466,000 | 0.06% | ||
| 99 | SYNOPSYS INC | 156,800 | 6,087,000 | 0.05% | ||
| 100 | FISERV INC | 100,000 | 6,032,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-14-044942, filed 2014.07.25).
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.
