| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | ROCK-TENN COMPANY | 651,865 | 31,016,000 | 2.08% | ||
| 102 | GENTHERM INC | 737,372 | 31,139,000 | 2.09% | ||
| 103 | MIDDLEBY CORP | 369,150 | 32,533,000 | 2.18% | ||
| 104 | AMTRUST FINL SVCS INC | 818,483 | 32,592,000 | 2.18% | ||
| 105 | ALASKA AIR GROUP INC | 748,730 | 32,600,000 | 2.18% | ||
| 106 | Syntel Inc Com | 371,598 | 32,678,000 | 2.19% | ||
| 107 | UBIQUITI NETWORKS INC | 880,499 | 33,045,000 | 2.21% | ||
| 108 | ARROW ELECTRONICS | 606,302 | 33,559,000 | 2.25% | ||
| 109 | INGREDION INC | 451,799 | 34,242,000 | 2.29% | ||
| 110 | SYNAPTICS INC | 473,548 | 34,664,000 | 2.32% | ||
| 111 | ULTA BEAUTY INC | 294,614 | 34,815,000 | 2.33% | ||
| 112 | DST SYS INC DEL | 416,402 | 34,944,000 | 2.34% | ||
| 113 | LITHIA MTRS INC COM | 466,896 | 35,339,000 | 2.37% | ||
| 114 | PROTO LABS INC COM | 532,053 | 36,712,000 | 2.46% | ||
| 115 | POLARIS INDS INC | 246,303 | 36,894,000 | 2.47% | ||
| 116 | DELUXE CORP COM | 670,385 | 36,978,000 | 2.48% | ||
| 117 | F5 NETWORKS INC | 313,811 | 37,262,000 | 2.50% | ||
| 118 | LANDSTAR SYS INC COM | 528,894 | 38,181,000 | 2.56% | ||
| 119 | UNITED THERAPEUTICS CORP DEL | 334,267 | 43,003,000 | 2.88% |
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.
