| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SERVICENOW INC | 200,666 | 13,615,000 | 3.67% | ||
| 2 | BUFFALO WILD WINGS INC | 66,735 | 12,038,000 | 3.25% | ||
| 3 | ILLUMINA INC | 62,020 | 11,448,000 | 3.09% | ||
| 4 | HCA HOLDINGS INC | 155,353 | 11,401,000 | 3.07% | ||
| 5 | AMERICAN AIRLS GROUP INC | 198,740 | 10,658,000 | 2.87% | ||
| 6 | DELTA AIRLINES INC DEL | 208,210 | 10,242,000 | 2.76% | ||
| 7 | WESTERN ALLIANCE BANCORP COM | 365,020 | 10,147,000 | 2.74% | ||
| 8 | ULTA BEAUTY INC | 77,925 | 9,962,000 | 2.69% | ||
| 9 | CAVIUM INC | 159,990 | 9,890,000 | 2.67% | ||
| 10 | ROYAL CARIBBEAN GROUP | 118,085 | 9,734,000 | 2.62% | ||
| 11 | BURLINGTON STORES INC | 192,605 | 9,103,000 | 2.45% | ||
| 12 | LAM RESEARCH CORP | 111,970 | 8,883,000 | 2.39% | ||
| 13 | WHITEWAVE FOODS | 243,145 | 8,508,000 | 2.29% | ||
| 14 | FACEBOOK INC | 108,825 | 8,490,000 | 2.29% | ||
| 15 | RAYTHEON CO | 74,415 | 8,050,000 | 2.17% | ||
| 16 | REGENERON PHARMACEUTICALS | 18,445 | 7,567,000 | 2.04% | ||
| 17 | FLEETCOR TECH | 50,755 | 7,547,000 | 2.03% | ||
| 18 | TEXAS ROADHOUSE INC | 216,755 | 7,317,000 | 1.97% | ||
| 19 | ALLERGAN PLC | 28,165 | 7,250,000 | 1.95% | ||
| 20 | LITHIA MTRS INC COM | 79,785 | 6,917,000 | 1.86% | ||
| 21 | SPLUNK | 116,895 | 6,891,000 | 1.86% | ||
| 22 | DOLLAR TREE INC | 96,355 | 6,781,000 | 1.83% | ||
| 23 | AMPHENOL CORP NEW CL A | 121,410 | 6,534,000 | 1.76% | ||
| 24 | HAIN CELESTIAL GROUP INC COM | 109,570 | 6,387,000 | 1.72% | ||
| 25 | NXP SEMICONDUCTORS N V | 82,710 | 6,319,000 | 1.70% | ||
| 26 | DIAMONDBACK ENERGY | 99,720 | 5,962,000 | 1.61% | ||
| 27 | MOBILEYE N V AMSTELVEEN | 136,065 | 5,519,000 | 1.49% | ||
| 28 | CARRIZO OIL & GAS INC | 132,514 | 5,512,000 | 1.49% | ||
| 29 | JACK IN THE BOX INC | 68,470 | 5,475,000 | 1.48% | ||
| 30 | DEXCOM | 97,815 | 5,384,000 | 1.45% | ||
| 31 | SUNEDISON INC | 266,751 | 5,204,000 | 1.40% | ||
| 32 | POLARIS INDS INC | 34,330 | 5,192,000 | 1.40% | ||
| 33 | SYNCHRONOSS TECHNOLOGIES INC COM | 117,070 | 4,901,000 | 1.32% | ||
| 34 | LULULEMON ATHLETICA | 85,785 | 4,786,000 | 1.29% | ||
| 35 | OLD DOMINION FREIGHT LINE IN | 60,920 | 4,730,000 | 1.28% | ||
| 36 | ALEXION PHARMACEUTIC | 24,575 | 4,547,000 | 1.23% | ||
| 37 | CONSTELLATION BRANDS INC | 45,085 | 4,426,000 | 1.19% | ||
| 38 | PALO ALTO NETWORKS | 34,575 | 4,238,000 | 1.14% | ||
| 39 | UNITED CONTINENTAL H | 62,057 | 4,151,000 | 1.12% | ||
| 40 | CUMMINS INC | 27,795 | 4,007,000 | 1.08% | ||
| 41 | UNITED RENTALS | 36,423 | 3,716,000 | 1.00% | ||
| 42 | BRUNSWICK CORP | 70,000 | 3,588,000 | 0.97% | ||
| 43 | MICRON TECHNOLOGY INC | 100,770 | 3,528,000 | 0.95% | ||
| 44 | QLIK TECHNOLOGIES INC COM | 112,470 | 3,474,000 | 0.94% | ||
| 45 | ENANTA PHARMACEUTICALS INC COM | 65,835 | 3,348,000 | 0.90% | ||
| 46 | YELP INC | 60,930 | 3,335,000 | 0.90% | ||
| 47 | DECKERS OUTDOOR CORP | 35,898 | 3,268,000 | 0.88% | ||
| 48 | AKORN INC | 88,090 | 3,189,000 | 0.86% | ||
| 49 | SIGNATURE BANK | 25,165 | 3,170,000 | 0.85% | ||
| 50 | ROBERT HALF | 52,390 | 3,058,000 | 0.82% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010452-15-000002, filed 2015.01.23).
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.
