| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OPEN TEXT CORP | 3,282,490 | 181,916,000 | 4.67% | ||
| 2 | INTUIT | 1,926,474 | 168,855,000 | 4.34% | ||
| 3 | TJX COS INC NEW | 2,768,911 | 163,836,000 | 4.21% | ||
| 4 | MIDDLEBY CORP | 1,812,798 | 159,762,000 | 4.10% | ||
| 5 | SEAGATE TECHNOLOGY PLC | 2,613,232 | 149,660,000 | 3.84% | ||
| 6 | EDWARDS LIFESCIENCES CORP | 1,388,261 | 141,811,000 | 3.64% | ||
| 7 | PLEXUS CORP COM | 3,240,799 | 119,683,000 | 3.07% | ||
| 8 | TRIMBLE INC | 3,903,266 | 119,050,000 | 3.06% | ||
| 9 | L BRANDS INC | 1,721,361 | 115,297,000 | 2.96% | ||
| 10 | CABELAS INC | 1,955,844 | 115,199,000 | 2.96% | ||
| 11 | AUTODESK | 1,976,385 | 108,899,000 | 2.80% | ||
| 12 | YAHOO INC | 2,503,217 | 102,006,000 | 2.62% | ||
| 13 | AKAMAI TECH | 1,703,443 | 101,866,000 | 2.62% | ||
| 14 | ROYAL CARIBBEAN GROUP | 1,251,827 | 84,235,000 | 2.16% | ||
| 15 | PLANTRONICS INCORPORATED NEW | 1,760,719 | 84,127,000 | 2.16% | ||
| 16 | FACTSET RESH SYS INC | 665,128 | 80,833,000 | 2.08% | ||
| 17 | SELECT COMFORT CORP | 3,792,704 | 79,343,000 | 2.04% | ||
| 18 | INTUITIVE SURGICAL INC | 168,056 | 77,612,000 | 1.99% | ||
| 19 | LANDSTAR SYS INC COM | 1,018,621 | 73,534,000 | 1.89% | ||
| 20 | EATON CORP PLC | 1,125,661 | 71,333,000 | 1.83% | ||
| 21 | RALPH LAUREN CORP | 424,313 | 69,897,000 | 1.79% | ||
| 22 | GARMIN LTD | 1,320,571 | 68,656,000 | 1.76% | ||
| 23 | VARIAN MED SYS I | 804,609 | 64,465,000 | 1.66% | ||
| 24 | ALIGN TECHNOLOGY INC | 1,196,410 | 61,830,000 | 1.59% | ||
| 25 | GENTEX CORP | 2,286,784 | 61,217,000 | 1.57% | ||
| 26 | TW TELECOM INC | 1,362,421 | 56,690,000 | 1.46% | ||
| 27 | ETHAN ALLEN INTERIORS INC COM | 2,427,279 | 55,342,000 | 1.42% | ||
| 28 | Corp Executive Board Co | 878,623 | 52,779,000 | 1.36% | ||
| 29 | CHEESECAKE FACTORY INC | 1,066,525 | 48,527,000 | 1.25% | ||
| 30 | MICROCHIP TECHNOLOGY | 1,001,194 | 47,286,000 | 1.21% | ||
| 31 | JETBLUE AIRWAYS CORP | 4,340,666 | 46,098,000 | 1.18% | ||
| 32 | NOBLE CORP PLC | 1,945,579 | 43,231,000 | 1.11% | ||
| 33 | ARM Holdings plc | 911,732 | 39,834,000 | 1.02% | ||
| 34 | QLIK TECHNOLOGIES INC COM | 1,435,375 | 38,813,000 | 1.00% | ||
| 35 | ETRADE GROUP | 1,691,502 | 38,211,000 | 0.98% | ||
| 36 | DREAMWORKS ANIMATION SKG INC | 1,377,704 | 37,570,000 | 0.96% | ||
| 37 | GRACO INC COM | 500,739 | 36,544,000 | 0.94% | ||
| 38 | Tumi Holdings Inc | 1,705,086 | 34,699,000 | 0.89% | ||
| 39 | URBAN OUTFITTERS INC COM | 932,875 | 34,237,000 | 0.88% | ||
| 40 | GENTHERM INC COM | 798,816 | 33,734,000 | 0.87% | ||
| 41 | MYRIAD GENETICS INC | 867,332 | 33,453,000 | 0.86% | ||
| 42 | VIASAT INC | 588,667 | 32,447,000 | 0.83% | ||
| 43 | DOLBY LABORATORIES INC | 773,370 | 32,319,000 | 0.83% | ||
| 44 | SYNAPTICS INC | 425,316 | 31,133,000 | 0.80% | ||
| 45 | REALPAGE INC COM | 1,998,215 | 30,972,000 | 0.80% | ||
| 46 | IHS Markit Ltd. | 246,802 | 30,897,000 | 0.79% | ||
| 47 | JANUS CAP GROUP INC | 2,116,840 | 30,779,000 | 0.79% | ||
| 48 | PAYCHEX INC | 687,950 | 30,407,000 | 0.78% | ||
| 49 | TERADATA CORP DEL | 714,806 | 29,965,000 | 0.77% | ||
| 50 | TCF FINL CORP | 1,913,990 | 29,724,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-14-000010, filed 2014.11.12).
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.
