| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SERVICENOW INC | 178,251 | 14,042,000 | 3.74% | ||
| 2 | CAVIUM INC | 158,465 | 11,223,000 | 2.99% | ||
| 3 | DOLLAR TREE INC | 135,865 | 11,025,000 | 2.94% | ||
| 4 | WESTERN ALLIANCE BANCORP COM | 366,900 | 10,875,000 | 2.90% | ||
| 5 | ULTA BEAUTY INC | 71,725 | 10,820,000 | 2.88% | ||
| 6 | BURLINGTON STORES INC | 181,850 | 10,805,000 | 2.88% | ||
| 7 | HCA HOLDINGS INC | 141,148 | 10,619,000 | 2.83% | ||
| 8 | NXP SEMICONDUCTORS N V | 102,785 | 10,316,000 | 2.75% | ||
| 9 | WHITEWAVE FOODS | 229,470 | 10,175,000 | 2.71% | ||
| 10 | ROYAL CARIBBEAN GROUP | 121,395 | 9,936,000 | 2.65% | ||
| 11 | ILLUMINA INC | 52,785 | 9,799,000 | 2.61% | ||
| 12 | BUFFALO WILD WINGS INC | 53,825 | 9,755,000 | 2.60% | ||
| 13 | MEDIVATION INC | 70,900 | 9,151,000 | 2.44% | ||
| 14 | FACEBOOK INC | 103,665 | 8,523,000 | 2.27% | ||
| 15 | DELTA AIRLINES INC DEL | 182,100 | 8,187,000 | 2.18% | ||
| 16 | ALLERGAN PLC | 27,505 | 8,186,000 | 2.18% | ||
| 17 | TEXAS ROADHOUSE INC | 223,500 | 8,143,000 | 2.17% | ||
| 18 | SUNEDISON INC | 335,846 | 8,060,000 | 2.15% | ||
| 19 | DIAMONDBACK ENERGY | 104,830 | 8,055,000 | 2.15% | ||
| 20 | FLEETCOR TECH | 53,275 | 8,040,000 | 2.14% | ||
| 21 | ROBERT HALF | 123,545 | 7,477,000 | 1.99% | ||
| 22 | CARRIZO OIL & GAS INC | 146,964 | 7,297,000 | 1.95% | ||
| 23 | LITHIA MTRS INC COM | 72,215 | 7,178,000 | 1.91% | ||
| 24 | AMPHENOL CORP NEW CL A | 120,935 | 7,126,000 | 1.90% | ||
| 25 | QUALYS INC | 143,645 | 6,676,000 | 1.78% | ||
| 26 | SPLUNK | 112,670 | 6,670,000 | 1.78% | ||
| 27 | HAIN CELESTIAL GROUP INC COM | 95,145 | 6,094,000 | 1.62% | ||
| 28 | BIOMARIN | 47,180 | 5,880,000 | 1.57% | ||
| 29 | REGENERON PHARMACEUTICALS | 11,260 | 5,084,000 | 1.36% | ||
| 30 | CONSTELLATION BRANDS INC | 42,350 | 4,921,000 | 1.31% | ||
| 31 | PALO ALTO NETWORKS | 32,330 | 4,723,000 | 1.26% | ||
| 32 | AMERICAN AIRLS GROUP INC | 87,565 | 4,622,000 | 1.23% | ||
| 33 | LAM RESEARCH CORP | 65,405 | 4,594,000 | 1.22% | ||
| 34 | POLARIS INDS INC | 31,340 | 4,422,000 | 1.18% | ||
| 35 | AMBARELLA INC | 53,605 | 4,059,000 | 1.08% | ||
| 36 | ALEXION PHARMACEUTIC | 23,370 | 4,050,000 | 1.08% | ||
| 37 | AKORN INC | 82,850 | 3,937,000 | 1.05% | ||
| 38 | Popeyes Louisiana Kitchen Inc | 63,560 | 3,802,000 | 1.01% | ||
| 39 | BRUNSWICK CORP | 70,950 | 3,650,000 | 0.97% | ||
| 40 | QLIK TECHNOLOGIES INC COM | 115,965 | 3,610,000 | 0.96% | ||
| 41 | LULULEMON ATHLETICA | 56,015 | 3,586,000 | 0.96% | ||
| 42 | OLD DOMINION FREIGHT LINE IN | 45,355 | 3,506,000 | 0.93% | ||
| 43 | UNITED CONTINENTAL H | 51,767 | 3,481,000 | 0.93% | ||
| 44 | DEXCOM | 55,250 | 3,445,000 | 0.92% | ||
| 45 | JACK IN THE BOX INC | 34,545 | 3,314,000 | 0.88% | ||
| 46 | SIGNATURE BANK | 24,925 | 3,230,000 | 0.86% | ||
| 47 | UNITED RENTALS | 34,233 | 3,121,000 | 0.83% | ||
| 48 | ARISTA NETWORKS INC COM | 42,885 | 3,025,000 | 0.81% | ||
| 49 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 54,000 | 2,917,000 | 0.78% | ||
| 50 | D R HORTON INC | 98,435 | 2,803,000 | 0.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010452-15-000003, filed 2015.04.20).
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.
