| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS | 334,267 | 43,003,000 | 2.88% | ||
| 2 | LANDSTAR SYS INC COM | 528,894 | 38,181,000 | 2.56% | ||
| 3 | F5 NETWORKS INC | 313,811 | 37,262,000 | 2.50% | ||
| 4 | DELUXE CORP COM | 670,385 | 36,978,000 | 2.48% | ||
| 5 | POLARIS INDS INC | 246,303 | 36,894,000 | 2.47% | ||
| 6 | PROTO LABS INC | 532,053 | 36,712,000 | 2.46% | ||
| 7 | LITHIA MTRS INC COM | 466,896 | 35,339,000 | 2.37% | ||
| 8 | DST SYSTEMS INC | 416,402 | 34,944,000 | 2.34% | ||
| 9 | ULTA BEAUTY INC | 294,614 | 34,815,000 | 2.33% | ||
| 10 | SYNAPTICS INC | 473,548 | 34,664,000 | 2.32% | ||
| 11 | INGREDION INC | 451,799 | 34,242,000 | 2.29% | ||
| 12 | ARROW ELECTRONICS | 606,302 | 33,559,000 | 2.25% | ||
| 13 | UBIQUITI NETWORKS | 880,499 | 33,045,000 | 2.21% | ||
| 14 | SYNTEL INC | 371,598 | 32,678,000 | 2.19% | ||
| 15 | ALASKA AIR GROUP INC COM | 748,730 | 32,600,000 | 2.18% | ||
| 16 | AMTRUST FINL SVCS INC | 818,483 | 32,592,000 | 2.18% | ||
| 17 | MIDDLEBY CORP | 369,150 | 32,533,000 | 2.18% | ||
| 18 | GENTHERM INC COM | 737,372 | 31,139,000 | 2.09% | ||
| 19 | ROCK-TENN COMPANY | 651,865 | 31,016,000 | 2.08% | ||
| 20 | MINERALS TECHNOLOGIES INC | 494,727 | 30,530,000 | 2.04% | ||
| 21 | AMERICAN FINL GROUP INC OHIO | 511,799 | 29,628,000 | 1.98% | ||
| 22 | JONES LANG LASALLE | 218,984 | 27,666,000 | 1.85% | ||
| 23 | DECKERS OUTDOOR CORP | 280,362 | 27,246,000 | 1.82% | ||
| 24 | AGL Resources Inc | 494,536 | 25,389,000 | 1.70% | ||
| 25 | SOLARWINDS INC | 588,452 | 24,744,000 | 1.66% | ||
| 26 | GRAND CANYON ED INC | 589,701 | 24,042,000 | 1.61% | ||
| 27 | BOFI HLDG INC | 322,842 | 23,474,000 | 1.57% | ||
| 28 | SOTHEBYS | 637,888 | 22,785,000 | 1.53% | ||
| 29 | NeuStar Inc | 890,863 | 22,120,000 | 1.48% | ||
| 30 | EXELIS INC | 1,328,325 | 21,970,000 | 1.47% | ||
| 31 | SEI INVESTMENTS CO | 605,740 | 21,904,000 | 1.47% | ||
| 32 | PRIMERICA INC | 452,840 | 21,836,000 | 1.46% | ||
| 33 | DRESSER-RAND GROUP INC | 233,154 | 19,179,000 | 1.28% | ||
| 34 | IMPAX LABORATORIES INC | 774,092 | 18,354,000 | 1.23% | ||
| 35 | CHEMED CORP NEW COM | 174,806 | 17,988,000 | 1.20% | ||
| 36 | RAYMOND JAMES FINANC | 330,468 | 17,706,000 | 1.19% | ||
| 37 | OCEANEERING INTL INC | 261,737 | 17,057,000 | 1.14% | ||
| 38 | CENCORA | 205,096 | 15,854,000 | 1.06% | ||
| 39 | ROSS STORES INC | 204,410 | 15,449,000 | 1.03% | ||
| 40 | SM ENERGY CO | 197,082 | 15,372,000 | 1.03% | ||
| 41 | OASIS PETE INC NEW | 364,247 | 15,229,000 | 1.02% | ||
| 42 | DELEK US HLDGS INC COM | 442,266 | 14,648,000 | 0.98% | ||
| 43 | GANNETT CO. | 490,788 | 14,562,000 | 0.98% | ||
| 44 | WADDELL & REED FINL INC | 275,810 | 14,257,000 | 0.95% | ||
| 45 | TRACTOR SUPPLY CO | 223,932 | 13,774,000 | 0.92% | ||
| 46 | VALMONT INDS INC | 101,390 | 13,681,000 | 0.92% | ||
| 47 | LABORATORY CORP AMER HLDGS | 130,438 | 13,272,000 | 0.89% | ||
| 48 | VARIAN MED SYS I | 161,715 | 12,957,000 | 0.87% | ||
| 49 | INTER PARFUMS INC COM | 413,682 | 11,376,000 | 0.76% | ||
| 50 | ITC HOLDINGS ORD | 281,592 | 10,033,000 | 0.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010232-14-000013, filed 2014.11.12).
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.
