| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ATHLON ENERGY INC | 459,520 | 21,920,000 | 3.86% | ||
| 2 | SALIX PHARMACEUTICALS INC | 163,930 | 20,221,000 | 3.56% | ||
| 3 | AMERICAN AIRLS GROUP INC | 448,855 | 19,283,000 | 3.39% | ||
| 4 | CUMMINS INC | 113,585 | 17,525,000 | 3.08% | ||
| 5 | Horizon Pharma Inc | 1,088,815 | 17,225,000 | 3.03% | ||
| 6 | ILLUMINA INC | 92,845 | 16,577,000 | 2.92% | ||
| 7 | SYNAPTICS INC | 179,685 | 16,287,000 | 2.87% | ||
| 8 | DIAMONDBACK ENERGY | 178,815 | 15,879,000 | 2.79% | ||
| 9 | SUNPOWER CORP | 379,425 | 15,549,000 | 2.74% | ||
| 10 | MICRON TECHNOLOGY INC | 459,715 | 15,148,000 | 2.67% | ||
| 11 | SUNEDISON INC | 658,300 | 14,878,000 | 2.62% | ||
| 12 | CARRIZO OIL & GAS INC | 206,460 | 14,299,000 | 2.52% | ||
| 13 | HCA HOLDINGS INC | 228,890 | 12,905,000 | 2.27% | ||
| 14 | WHITEWAVE FOODS | 346,655 | 11,221,000 | 1.97% | ||
| 15 | UNITED RENTALS | 106,420 | 11,146,000 | 1.96% | ||
| 16 | LAZARD LTD | 212,880 | 10,976,000 | 1.93% | ||
| 17 | CONSTELLATION BRANDS INC | 119,730 | 10,552,000 | 1.86% | ||
| 18 | DELTA AIRLINES INC DEL | 267,470 | 10,356,000 | 1.82% | ||
| 19 | HAIN CELESTIAL GROUP INC COM | 115,725 | 10,269,000 | 1.81% | ||
| 20 | WESTLAKE CHEM CORP | 122,220 | 10,237,000 | 1.80% | ||
| 21 | WESTERN ALLIANCE BANCORP COM | 428,105 | 10,189,000 | 1.79% | ||
| 22 | TRIPADVISOR INC | 93,280 | 10,136,000 | 1.78% | ||
| 23 | BUFFALO WILD WINGS INC | 56,490 | 9,361,000 | 1.65% | ||
| 24 | YELP INC | 118,940 | 9,121,000 | 1.61% | ||
| 25 | WABCO | 83,060 | 8,872,000 | 1.56% | ||
| 26 | ALLERGAN PLC | 38,575 | 8,604,000 | 1.51% | ||
| 27 | AMPHENOL CORP NEW CL A | 88,540 | 8,530,000 | 1.50% | ||
| 28 | MANITOWOC INC COM | 238,430 | 7,835,000 | 1.38% | ||
| 29 | CONTINENTAL RESOURE | 48,890 | 7,727,000 | 1.36% | ||
| 30 | SERVICENOW INC | 123,615 | 7,659,000 | 1.35% | ||
| 31 | LAM RESEARCH CORP | 111,270 | 7,520,000 | 1.32% | ||
| 32 | O REILLY AUTOMOTIVE INC NEW | 47,650 | 7,176,000 | 1.26% | ||
| 33 | EVERCORE INC CLASS A | 123,615 | 7,126,000 | 1.25% | ||
| 34 | DEXCOM | 174,445 | 6,918,000 | 1.22% | ||
| 35 | GT ADVANCED TECHNOLOGIES INC COM | 369,600 | 6,875,000 | 1.21% | ||
| 36 | KATE SPADE & CO | 160,255 | 6,112,000 | 1.08% | ||
| 37 | POLARIS INDS INC | 45,285 | 5,898,000 | 1.04% | ||
| 38 | ROCKWELL AUTOMATION INC | 46,725 | 5,848,000 | 1.03% | ||
| 39 | CAVIUM INC | 115,760 | 5,749,000 | 1.01% | ||
| 40 | FACEBOOK INC | 84,975 | 5,718,000 | 1.01% | ||
| 41 | HARLEY DAVIDSON INC | 80,565 | 5,627,000 | 0.99% | ||
| 42 | DECKERS OUTDOOR CORP | 62,215 | 5,371,000 | 0.95% | ||
| 43 | BRUNSWICK CORP | 125,250 | 5,277,000 | 0.93% | ||
| 44 | ENANTA PHARMACEUTICALS INC COM | 118,445 | 5,102,000 | 0.90% | ||
| 45 | HARMAN INTL INDS INC | 46,960 | 5,044,000 | 0.89% | ||
| 46 | Tenneco Inc Com | 75,685 | 4,973,000 | 0.88% | ||
| 47 | PARKER HANNIFIN CORP | 38,455 | 4,835,000 | 0.85% | ||
| 48 | LITHIA MTRS INC COM | 50,490 | 4,750,000 | 0.84% | ||
| 49 | ASPEN TECHNOLOGY INC | 102,205 | 4,742,000 | 0.83% | ||
| 50 | UNITED CONTINENTAL H | 115,065 | 4,726,000 | 0.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010452-14-000004, filed 2014.08.06).
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.
