| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VEEVA SYS INC | 1,316,040 | 67,487,000 | 2.77% | ||
| 2 | BANK OF THE OZARKS INC | 892,213 | 46,404,000 | 1.91% | ||
| 3 | APOGEE ENTERPRISES INC COM | 777,716 | 46,360,000 | 1.90% | ||
| 4 | MICROSEMI CORP | 860,013 | 44,316,000 | 1.82% | ||
| 5 | DYCOM INDS INC | 455,952 | 42,381,000 | 1.74% | ||
| 6 | INSTALLED BLDG PRODS INC COM | 777,546 | 41,016,000 | 1.68% | ||
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | 643,405 | 38,135,000 | 1.57% | ||
| 8 | 8X8 INC NEW COM | 2,458,882 | 37,498,000 | 1.54% | ||
| 9 | BOFI HLDG INCORPORATED | 1,391,085 | 36,349,000 | 1.49% | ||
| 10 | VONAGE HLDGS CORP | 5,742,894 | 36,295,000 | 1.49% | ||
| 11 | TREX CO INC COM | 519,023 | 36,015,000 | 1.48% | ||
| 12 | CAVIUM INC | 500,599 | 35,873,000 | 1.47% | ||
| 13 | LENDINGTREE INC NEW COM | 278,281 | 34,883,000 | 1.43% | ||
| 14 | EPAM SYS INC | 461,199 | 34,830,000 | 1.43% | ||
| 15 | MICROSTRATEGY INC CL A NEW | 182,053 | 34,190,000 | 1.40% | ||
| 16 | NUTRI SYS INC NEW | 614,221 | 34,089,000 | 1.40% | ||
| 17 | SPIRIT AIRLS INC | 613,860 | 32,578,000 | 1.34% | ||
| 18 | LUMENTUM HLDGS INC COM | 602,704 | 32,154,000 | 1.32% | ||
| 19 | PROOFPOINT INC | 432,220 | 32,140,000 | 1.32% | ||
| 20 | MERCURY SYS INC COM | 816,870 | 31,899,000 | 1.31% | ||
| 21 | TUTOR PERINI CORP | 985,791 | 31,348,000 | 1.29% | ||
| 22 | MASONITE INTL CORP NEW COM | 392,159 | 31,079,000 | 1.28% | ||
| 23 | NEXSTAR MEDIA GROUP INC | 416,990 | 29,252,000 | 1.20% | ||
| 24 | TETRA TECH INC NEW | 653,361 | 26,690,000 | 1.10% | ||
| 25 | IMPERVA INC | 646,006 | 26,519,000 | 1.09% | ||
| 26 | QTS RLTY TR INC | 535,503 | 26,106,000 | 1.07% | ||
| 27 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 605,488 | 26,066,000 | 1.07% | ||
| 28 | CIENA CORP | 1,100,807 | 25,990,000 | 1.07% | ||
| 29 | PACIFIC PREMIER BANCORP | 666,745 | 25,703,000 | 1.06% | ||
| 30 | U S CONCRETE INC | 393,546 | 25,403,000 | 1.04% | ||
| 31 | GMS INC COM | 704,465 | 24,684,000 | 1.01% | ||
| 32 | SAREPTA THERAPEUTICS INC | 818,705 | 24,234,000 | 0.99% | ||
| 33 | K2M GROUP HLDGS INC COM | 1,164,760 | 23,889,000 | 0.98% | ||
| 34 | GTT COMMUNICATIONS INC COM | 975,559 | 23,755,000 | 0.98% | ||
| 35 | BURLINGTON STORES INC | 244,092 | 23,748,000 | 0.98% | ||
| 36 | FCB FINL HLDGS INC CL A | 477,383 | 23,654,000 | 0.97% | ||
| 37 | FIVE BELOW INC | 541,796 | 23,465,000 | 0.96% | ||
| 38 | JACK IN THE BOX INC | 228,400 | 23,233,000 | 0.95% | ||
| 39 | VARONIS SYS INC COM | 724,245 | 23,031,000 | 0.95% | ||
| 40 | KLX INC COM | 514,591 | 23,002,000 | 0.94% | ||
| 41 | IPG PHOTONICS CORP | 189,294 | 22,848,000 | 0.94% | ||
| 42 | OLLIES BARGAIN OUTLET HLDGS IN COM | 662,983 | 22,210,000 | 0.91% | ||
| 43 | INTEGER HLDGS CORP COM | 551,360 | 22,165,000 | 0.91% | ||
| 44 | CARETRUST REIT INC COM | 1,302,912 | 21,915,000 | 0.90% | ||
| 45 | KENNAMETAL INC | 547,898 | 21,494,000 | 0.88% | ||
| 46 | MATTHEWS INTL CORP | 311,649 | 21,083,000 | 0.87% | ||
| 47 | CUSTOMERS BANCORP INC COM | 654,144 | 20,625,000 | 0.85% | ||
| 48 | PRIMORIS SVCS CORP | 876,734 | 20,358,000 | 0.84% | ||
| 49 | CHEGG INC COM | 2,328,114 | 19,649,000 | 0.81% | ||
| 50 | CALLON PETE CO DEL | 1,455,143 | 19,150,000 | 0.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-022750, filed 2017.04.28).
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.
