| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SERVICENOW INC | 168,511 | 12,522,000 | 3.29% | ||
| 2 | CAVIUM INC | 177,420 | 12,209,000 | 3.21% | ||
| 3 | HCA HOLDINGS INC | 133,523 | 12,113,000 | 3.18% | ||
| 4 | SUNEDISON INC | 398,626 | 11,923,000 | 3.13% | ||
| 5 | SPLUNK | 170,940 | 11,901,000 | 3.13% | ||
| 6 | WESTERN ALLIANCE BANCORP COM | 334,245 | 11,284,000 | 2.96% | ||
| 7 | ILLUMINA INC | 51,085 | 11,155,000 | 2.93% | ||
| 8 | ULTA BEAUTY INC | 71,335 | 11,018,000 | 2.89% | ||
| 9 | WHITEWAVE FOODS | 215,455 | 10,531,000 | 2.77% | ||
| 10 | DOLLAR TREE INC | 130,145 | 10,280,000 | 2.70% | ||
| 11 | BURLINGTON STORES INC | 184,215 | 9,432,000 | 2.48% | ||
| 12 | FACEBOOK INC | 106,275 | 9,114,000 | 2.39% | ||
| 13 | NXP SEMICONDUCTORS N V | 92,105 | 9,045,000 | 2.38% | ||
| 14 | ALLERGAN PLC | 26,965 | 8,182,000 | 2.15% | ||
| 15 | TEXAS ROADHOUSE INC | 217,300 | 8,134,000 | 2.14% | ||
| 16 | REGENERON PHARMACEUTICALS | 14,824 | 7,562,000 | 1.99% | ||
| 17 | DIAMONDBACK ENERGY | 98,150 | 7,398,000 | 1.94% | ||
| 18 | LITHIA MTRS INC COM | 65,295 | 7,389,000 | 1.94% | ||
| 19 | QLIK TECHNOLOGIES INC COM | 211,080 | 7,379,000 | 1.94% | ||
| 20 | FLEETCOR TECH | 46,500 | 7,257,000 | 1.91% | ||
| 21 | ROYAL CARIBBEAN GROUP | 89,295 | 7,027,000 | 1.85% | ||
| 22 | AMPHENOL CORP NEW CL A | 112,480 | 6,520,000 | 1.71% | ||
| 23 | JPMORGAN CHASE & CO | 95,240 | 6,453,000 | 1.69% | ||
| 24 | HAIN CELESTIAL GROUP INC COM | 96,160 | 6,333,000 | 1.66% | ||
| 25 | ARISTA NETWORKS INC COM | 77,360 | 6,324,000 | 1.66% | ||
| 26 | BIOMARIN | 45,125 | 6,172,000 | 1.62% | ||
| 27 | LENNAR | 103,640 | 5,289,000 | 1.39% | ||
| 28 | FITBIT INC | 138,050 | 5,277,000 | 1.39% | ||
| 29 | CARRIZO OIL & GAS INC | 104,244 | 5,133,000 | 1.35% | ||
| 30 | MEDIVATION INC | 42,405 | 4,843,000 | 1.27% | ||
| 31 | QUALYS INC | 111,215 | 4,487,000 | 1.18% | ||
| 32 | JACK IN THE BOX INC | 50,595 | 4,460,000 | 1.17% | ||
| 33 | DEXCOM | 53,235 | 4,258,000 | 1.12% | ||
| 34 | ALEXION PHARMACEUTIC | 23,300 | 4,212,000 | 1.11% | ||
| 35 | PALO ALTO NETWORKS | 24,055 | 4,203,000 | 1.10% | ||
| 36 | UNITED RENTALS | 47,113 | 4,128,000 | 1.08% | ||
| 37 | LULULEMON ATHLETICA | 62,380 | 4,073,000 | 1.07% | ||
| 38 | AMBARELLA INC | 38,855 | 3,990,000 | 1.05% | ||
| 39 | CONCHO RESOURCES | 35,015 | 3,987,000 | 1.05% | ||
| 40 | OLD DOMINION FREIGHT LINE IN | 55,950 | 3,838,000 | 1.01% | ||
| 41 | CONSTELLATION BRANDS INC | 32,440 | 3,764,000 | 0.99% | ||
| 42 | SIGNATURE BANK | 25,575 | 3,744,000 | 0.98% | ||
| 43 | LAM RESEARCH CORP | 45,070 | 3,666,000 | 0.96% | ||
| 44 | AKORN INC | 80,660 | 3,522,000 | 0.92% | ||
| 45 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 60,150 | 3,371,000 | 0.89% | ||
| 46 | D R HORTON INC | 121,415 | 3,322,000 | 0.87% | ||
| 47 | NUVASIVE INC COM | 70,055 | 3,319,000 | 0.87% | ||
| 48 | BUFFALO WILD WINGS INC | 20,585 | 3,225,000 | 0.85% | ||
| 49 | CHIPOTLE MEXICAN GRILL INC | 5,280 | 3,194,000 | 0.84% | ||
| 50 | BRUNSWICK CORP | 59,800 | 3,041,000 | 0.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010452-15-000004, filed 2015.08.14).
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.
