| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VEEVA SYS INC | 1,361,834 | 55,427,000 | 2.36% | ||
| 2 | BANK OF THE OZARKS | 929,869 | 48,902,000 | 2.09% | ||
| 3 | MICROSEMI CORP | 872,365 | 47,082,000 | 2.01% | ||
| 4 | VONAGE HLDGS CORP COM | 6,064,395 | 41,541,000 | 1.77% | ||
| 5 | APOGEE ENTERPRISES INC COM | 767,454 | 41,105,000 | 1.75% | ||
| 6 | BOFI HLDG INC | 1,343,036 | 38,344,000 | 1.64% | ||
| 7 | MICROSTRATEGY INC CL A NEW | 183,473 | 36,218,000 | 1.54% | ||
| 8 | 8X8 INC NEW COM | 2,454,347 | 35,097,000 | 1.50% | ||
| 9 | JACK IN THE BOX INC | 305,334 | 34,087,000 | 1.45% | ||
| 10 | TREX CO INC COM | 521,585 | 33,590,000 | 1.43% | ||
| 11 | SPIRIT AIRLS INC | 572,372 | 33,117,000 | 1.41% | ||
| 12 | INSTALLED BLDG PRODS INC COM | 779,526 | 32,194,000 | 1.37% | ||
| 13 | DYCOM INDS INC COM | 400,108 | 32,125,000 | 1.37% | ||
| 14 | TAKE-TWO INTERACTIVE SOFTWARE COM | 645,630 | 31,823,000 | 1.36% | ||
| 15 | CAVIUM INC | 505,883 | 31,587,000 | 1.35% | ||
| 16 | PROOFPOINT INC | 434,465 | 30,695,000 | 1.31% | ||
| 17 | EPAM SYS INC | 464,419 | 29,867,000 | 1.27% | ||
| 18 | NUTRISYSTEM INC | 859,081 | 29,767,000 | 1.27% | ||
| 19 | QTS RLTY TR INC | 595,010 | 29,542,000 | 1.26% | ||
| 20 | LENDINGTREE INC NEW COM | 277,660 | 28,141,000 | 1.20% | ||
| 21 | CALLON PETE CO DEL | 1,826,794 | 28,078,000 | 1.20% | ||
| 22 | GTT COMMUNICATIONS INC COM | 971,549 | 27,932,000 | 1.19% | ||
| 23 | TUTOR PERINI CORP | 990,342 | 27,730,000 | 1.18% | ||
| 24 | MATTHEWS INTL CORP | 355,759 | 27,340,000 | 1.17% | ||
| 25 | CIENA CORP COM NEW | 1,106,137 | 27,001,000 | 1.15% | ||
| 26 | FCB FINL HLDGS INC | 561,374 | 26,778,000 | 1.14% | ||
| 27 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 636,567 | 26,322,000 | 1.12% | ||
| 28 | BURLINGTON STORES INC | 305,482 | 25,890,000 | 1.10% | ||
| 29 | MADDEN STEVEN LTD COM | 717,329 | 25,645,000 | 1.09% | ||
| 30 | CHURCHILL DOWNS INC | 169,800 | 25,546,000 | 1.09% | ||
| 31 | LUMENTUM HLDGS INC | 656,892 | 25,389,000 | 1.08% | ||
| 32 | IMPERVA INC | 650,761 | 24,989,000 | 1.07% | ||
| 33 | MASONITE INTL CORP NEW COM | 365,559 | 24,054,000 | 1.03% | ||
| 34 | KNOLL INC | 854,758 | 23,873,000 | 1.02% | ||
| 35 | ULTRAGENYX PHARMACEUTICAL INC COM | 337,629 | 23,739,000 | 1.01% | ||
| 36 | K2M GROUP HLDGS INC COM | 1,172,310 | 23,493,000 | 1.00% | ||
| 37 | MERCURY SYS INC COM | 775,156 | 23,425,000 | 1.00% | ||
| 38 | PACIFIC PREMIER BANCORP | 657,275 | 23,235,000 | 0.99% | ||
| 39 | OPUS BK IRVINE CALIF | 762,802 | 22,922,000 | 0.98% | ||
| 40 | CUSTOMERS BANCORP INC COM | 612,609 | 21,944,000 | 0.94% | ||
| 41 | FIVE BELOW INC COM | 542,316 | 21,671,000 | 0.92% | ||
| 42 | U S CONCRETE INC | 322,078 | 21,096,000 | 0.90% | ||
| 43 | CARETRUST REIT INC COM | 1,332,412 | 20,413,000 | 0.87% | ||
| 44 | COMSCORE INC | 634,254 | 20,030,000 | 0.85% | ||
| 45 | NEXSTAR MEDIA GROUP INC | 314,220 | 19,890,000 | 0.85% | ||
| 46 | TENNANT CO COM | 276,008 | 19,652,000 | 0.84% | ||
| 47 | EXELIXIS INC | 1,306,669 | 19,482,000 | 0.83% | ||
| 48 | GMS INC | 653,782 | 19,143,000 | 0.82% | ||
| 49 | OLLIES BARGAIN OUTLET HLDGS IN COM | 664,448 | 18,904,000 | 0.81% | ||
| 50 | KLX INC COM | 402,766 | 18,169,000 | 0.77% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-003964, filed 2017.01.26).
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.
