| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOFI HLDG INC | 1,138,980 | 23,976,000 | 19.80% | ||
| 2 | DEXCOM | 96,165 | 7,876,000 | 6.50% | ||
| 3 | AVAGO TECHNOLOGIES LTD SHS | 33,445 | 4,855,000 | 4.01% | ||
| 4 | AUTONATION | 71,050 | 4,239,000 | 3.50% | ||
| 5 | CERNER CORP | 63,641 | 3,829,000 | 3.16% | ||
| 6 | GILEAD SCIENCES INC | 29,543 | 2,989,000 | 2.47% | ||
| 7 | PEGASYSTEMS INC | 108,150 | 2,974,000 | 2.46% | ||
| 8 | FACEBOOK INC | 25,760 | 2,696,000 | 2.23% | ||
| 9 | D R HORTON INC | 83,862 | 2,686,000 | 2.22% | ||
| 10 | INSULET CORPORATION | 68,770 | 2,600,000 | 2.15% | ||
| 11 | LKQ CORP | 84,747 | 2,511,000 | 2.07% | ||
| 12 | ELLIE MAE INCORPORATED | 40,955 | 2,467,000 | 2.04% | ||
| 13 | CRITEO SA | 60,465 | 2,394,000 | 1.98% | ||
| 14 | ALLERGAN PLC | 7,270 | 2,272,000 | 1.88% | ||
| 15 | GENTHERM INC COM | 46,145 | 2,187,000 | 1.81% | ||
| 16 | PRICELINE GRP INC | 1,700 | 2,167,000 | 1.79% | ||
| 17 | LGI HOMES INC | 81,350 | 1,979,000 | 1.63% | ||
| 18 | ALPHABET INC | 2,278 | 1,772,000 | 1.46% | ||
| 19 | EPAM SYS INC | 22,440 | 1,764,000 | 1.46% | ||
| 20 | BUFFALO WILD WINGS INC | 10,340 | 1,651,000 | 1.36% | ||
| 21 | CIRRUS LOGIC INC COM | 52,000 | 1,536,000 | 1.27% | ||
| 22 | LENNAR | 31,255 | 1,529,000 | 1.26% | ||
| 23 | PRA GROUP INC | 42,345 | 1,469,000 | 1.21% | ||
| 24 | EURONET WORLDWIDE INC | 20,175 | 1,461,000 | 1.21% | ||
| 25 | IPG PHOTONICS CORP | 15,877 | 1,416,000 | 1.17% | ||
| 26 | ASTRONICS CORP | 33,102 | 1,348,000 | 1.11% | ||
| 27 | SYNAPTICS INC | 16,765 | 1,347,000 | 1.11% | ||
| 28 | DELTA AIRLINES INC DEL | 26,450 | 1,341,000 | 1.11% | ||
| 29 | LOWES COS INC | 16,465 | 1,252,000 | 1.03% | ||
| 30 | MICROCHIP TECHNOLOGY | 26,353 | 1,226,000 | 1.01% | ||
| 31 | ARGAN INC | 35,100 | 1,137,000 | 0.94% | ||
| 32 | ACADIA HEALTHCARE COMPANY IN | 17,330 | 1,082,000 | 0.89% | ||
| 33 | CELGENE CORP | 8,723 | 1,045,000 | 0.86% | ||
| 34 | FASTENAL CO | 25,076 | 1,024,000 | 0.85% | ||
| 35 | SPDR S&P 500 ETF TR | 4,689 | 956,000 | 0.79% | ||
| 36 | ISHARES TR | 8,940 | 935,000 | 0.77% | ||
| 37 | ISHARES TR | 10,900 | 920,000 | 0.76% | ||
| 38 | Drew Inds Inc | 14,810 | 902,000 | 0.74% | ||
| 39 | AMERICAN COASTAL INS CORP COM | 51,650 | 883,000 | 0.73% | ||
| 40 | UNITED CONTINENTAL H | 14,840 | 850,000 | 0.70% | ||
| 41 | BANK OF THE OZARKS INC | 16,850 | 833,000 | 0.69% | ||
| 42 | NEOPHOTONICS CORP | 75,000 | 815,000 | 0.67% | ||
| 43 | PATRICK INDS INC COM | 18,525 | 806,000 | 0.67% | ||
| 44 | FLEETMATICS GROUP PLC | 14,600 | 742,000 | 0.61% | ||
| 45 | CAVIUM INC | 11,000 | 723,000 | 0.60% | ||
| 46 | WCI CMNTYS INC | 31,975 | 712,000 | 0.59% | ||
| 47 | MIDDLEBY CORP | 6,600 | 712,000 | 0.59% | ||
| 48 | HARMAN INTL INDS INC | 7,500 | 707,000 | 0.58% | ||
| 49 | MASTERCARD INCORPORATED | 6,900 | 672,000 | 0.55% | ||
| 50 | NETSCOUT SYS INC | 21,600 | 663,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001009005-16-000006, filed 2016.01.25).
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.
