| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SERVICENOW INC | 127,382 | 11,026,000 | 3.57% | ||
| 2 | ROYAL CARIBBEAN GROUP | 97,746 | 9,893,000 | 3.21% | ||
| 3 | WESTERN ALLIANCE BANCORP COM | 258,572 | 9,273,000 | 3.01% | ||
| 4 | ULTA BEAUTY INC | 50,005 | 9,251,000 | 3.00% | ||
| 5 | ARISTA NETWORKS INC COM | 118,080 | 9,192,000 | 2.98% | ||
| 6 | ALPHABET INC | 11,747 | 9,139,000 | 2.96% | ||
| 7 | CAVIUM INC | 138,322 | 9,089,000 | 2.95% | ||
| 8 | UNITED RENTALS | 119,470 | 8,666,000 | 2.81% | ||
| 9 | FACEBOOK INC | 76,711 | 8,029,000 | 2.60% | ||
| 10 | DOLLAR TREE INC | 102,632 | 7,925,000 | 2.57% | ||
| 11 | SPLUNK | 132,037 | 7,765,000 | 2.52% | ||
| 12 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 131,555 | 7,709,000 | 2.50% | ||
| 13 | O REILLY AUTOMOTIVE INC NEW | 28,004 | 7,097,000 | 2.30% | ||
| 14 | REGENERON PHARMACEUTICALS | 12,495 | 6,783,000 | 2.20% | ||
| 15 | DIAMONDBACK ENERGY | 94,061 | 6,292,000 | 2.04% | ||
| 16 | TEXAS ROADHOUSE INC | 173,771 | 6,216,000 | 2.01% | ||
| 17 | JACK IN THE BOX INC | 80,110 | 6,145,000 | 1.99% | ||
| 18 | WHITEWAVE FOODS | 155,595 | 6,054,000 | 1.96% | ||
| 19 | LENNAR | 117,021 | 5,724,000 | 1.86% | ||
| 20 | VERTEX PHARMACEUT | 44,380 | 5,584,000 | 1.81% | ||
| 21 | NXP SEMICONDUCTORS N V | 63,642 | 5,361,000 | 1.74% | ||
| 22 | AMERIS BANCORP COM | 154,930 | 5,266,000 | 1.71% | ||
| 23 | MOBILEYE N V AMSTELVEEN | 117,155 | 4,953,000 | 1.61% | ||
| 24 | QLIK TECHNOLOGIES INC COM | 155,425 | 4,921,000 | 1.59% | ||
| 25 | LITHIA MTRS INC COM | 43,617 | 4,653,000 | 1.51% | ||
| 26 | JPMORGAN CHASE & CO | 61,629 | 4,069,000 | 1.32% | ||
| 27 | PALO ALTO NETWORKS | 22,975 | 4,047,000 | 1.31% | ||
| 28 | ELECTRONIC ARTS INC | 58,220 | 4,001,000 | 1.30% | ||
| 29 | SIGNATURE BANK | 25,070 | 3,845,000 | 1.25% | ||
| 30 | BIOMARIN | 36,290 | 3,802,000 | 1.23% | ||
| 31 | INPHI CORP | 140,395 | 3,794,000 | 1.23% | ||
| 32 | ALIGN TECHNOLOGY INC | 57,415 | 3,781,000 | 1.23% | ||
| 33 | ILLUMINA INC | 19,080 | 3,662,000 | 1.19% | ||
| 34 | PROOFPOINT INC | 55,915 | 3,635,000 | 1.18% | ||
| 35 | NUVASIVE INC COM | 60,230 | 3,259,000 | 1.06% | ||
| 36 | BURLINGTON STORES INC | 75,890 | 3,256,000 | 1.06% | ||
| 37 | TREX CO INC COM | 82,365 | 3,133,000 | 1.02% | ||
| 38 | DAVE & BUSTERS ENTMT INC COM | 74,350 | 3,103,000 | 1.01% | ||
| 39 | PAYLOCITY HOLDING CORPORATION COM | 75,810 | 3,074,000 | 1.00% | ||
| 40 | AMSURG CORP | 40,245 | 3,059,000 | 0.99% | ||
| 41 | DEXCOM | 36,370 | 2,978,000 | 0.97% | ||
| 42 | FLEETCOR TECH | 20,074 | 2,869,000 | 0.93% | ||
| 43 | ICON PLC | 36,530 | 2,838,000 | 0.92% | ||
| 44 | ACUITY BRANDS INC | 12,090 | 2,827,000 | 0.92% | ||
| 45 | ALEXION PHARMACEUTIC | 13,955 | 2,662,000 | 0.86% | ||
| 46 | AMPHENOL CORP NEW CL A | 50,788 | 2,653,000 | 0.86% | ||
| 47 | AMBARELLA INC | 47,255 | 2,634,000 | 0.85% | ||
| 48 | JETBLUE AIRWAYS CORP | 114,210 | 2,587,000 | 0.84% | ||
| 49 | BRUNSWICK CORP | 48,540 | 2,452,000 | 0.79% | ||
| 50 | CONSTELLATION BRANDS INC | 16,426 | 2,340,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001010452-16-000006, filed 2016.02.16).
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.
