| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ULTA BEAUTY INC | 70,300 | 11,483,000 | 3.67% | ||
| 2 | SERVICENOW INC | 161,337 | 11,205,000 | 3.58% | ||
| 3 | CAVIUM INC | 180,647 | 11,086,000 | 3.54% | ||
| 4 | WESTERN ALLIANCE BANCORP COM | 319,346 | 9,807,000 | 3.13% | ||
| 5 | ROYAL CARIBBEAN GROUP | 106,541 | 9,492,000 | 3.03% | ||
| 6 | FACEBOOK INC | 92,901 | 8,352,000 | 2.67% | ||
| 7 | BURLINGTON STORES INC | 163,205 | 8,330,000 | 2.66% | ||
| 8 | DOLLAR TREE INC | 123,402 | 8,225,000 | 2.63% | ||
| 9 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 140,675 | 8,061,000 | 2.57% | ||
| 10 | TEXAS ROADHOUSE INC | 216,251 | 8,045,000 | 2.57% | ||
| 11 | QLIK TECHNOLOGIES INC COM | 213,480 | 7,782,000 | 2.48% | ||
| 12 | LENNAR | 159,086 | 7,657,000 | 2.44% | ||
| 13 | SPLUNK | 136,642 | 7,564,000 | 2.42% | ||
| 14 | DIAMONDBACK ENERGY | 116,181 | 7,506,000 | 2.40% | ||
| 15 | NXP SEMICONDUCTORS N V | 84,182 | 7,329,000 | 2.34% | ||
| 16 | WHITEWAVE FOODS | 179,165 | 7,194,000 | 2.30% | ||
| 17 | ALLERGAN PLC | 25,060 | 6,811,000 | 2.17% | ||
| 18 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 10,432 | 6,659,000 | 2.13% | ||
| 19 | REGENERON PHARMACEUTICALS | 14,031 | 6,526,000 | 2.08% | ||
| 20 | HCA HOLDINGS INC | 74,555 | 5,767,000 | 1.84% | ||
| 21 | ARISTA NETWORKS INC COM | 94,240 | 5,766,000 | 1.84% | ||
| 22 | HAIN CELESTIAL GROUP INC COM | 108,840 | 5,616,000 | 1.79% | ||
| 23 | BIOMARIN | 52,645 | 5,545,000 | 1.77% | ||
| 24 | JPMORGAN CHASE & CO | 90,454 | 5,515,000 | 1.76% | ||
| 25 | LITHIA MTRS INC COM | 47,167 | 5,099,000 | 1.63% | ||
| 26 | NUVASIVE INC COM | 103,580 | 4,995,000 | 1.59% | ||
| 27 | O REILLY AUTOMOTIVE INC NEW | 19,199 | 4,800,000 | 1.53% | ||
| 28 | ILLUMINA INC | 24,290 | 4,271,000 | 1.36% | ||
| 29 | PALO ALTO NETWORKS | 24,275 | 4,175,000 | 1.33% | ||
| 30 | FITBIT INC | 108,805 | 4,101,000 | 1.31% | ||
| 31 | BUFFALO WILD WINGS INC | 20,394 | 3,945,000 | 1.26% | ||
| 32 | SIGNATURE BANK | 25,160 | 3,461,000 | 1.11% | ||
| 33 | ALIGN TECHNOLOGY INC | 59,310 | 3,366,000 | 1.07% | ||
| 34 | ELECTRONIC ARTS INC | 47,830 | 3,241,000 | 1.03% | ||
| 35 | TREX CO INC COM | 94,825 | 3,161,000 | 1.01% | ||
| 36 | TESLA INC | 12,585 | 3,126,000 | 1.00% | ||
| 37 | DAVE & BUSTERS ENTMT INC COM | 76,200 | 2,883,000 | 0.92% | ||
| 38 | BRUNSWICK CORP | 58,900 | 2,821,000 | 0.90% | ||
| 39 | FLEETCOR TECH | 20,199 | 2,779,000 | 0.89% | ||
| 40 | AMPHENOL CORP NEW CL A | 54,438 | 2,774,000 | 0.89% | ||
| 41 | D R HORTON INC | 92,495 | 2,716,000 | 0.87% | ||
| 42 | OLD DOMINION FREIGHT LINE IN | 44,033 | 2,686,000 | 0.86% | ||
| 43 | LULULEMON ATHLETICA | 53,005 | 2,685,000 | 0.86% | ||
| 44 | CARRIZO OIL & GAS INC | 87,357 | 2,667,000 | 0.85% | ||
| 45 | DEXCOM | 31,025 | 2,664,000 | 0.85% | ||
| 46 | CONCHO RESOURCES | 27,020 | 2,656,000 | 0.85% | ||
| 47 | ALEXION PHARMACEUTIC | 16,675 | 2,608,000 | 0.83% | ||
| 48 | AMBARELLA INC | 42,925 | 2,481,000 | 0.79% | ||
| 49 | MOBILEYE N V AMSTELVEEN | 53,800 | 2,447,000 | 0.78% | ||
| 50 | CHIPOTLE MEXICAN GRILL INC | 3,393 | 2,444,000 | 0.78% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010452-15-000005, filed 2015.10.30).
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.
