| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 2,660,786 | 182,477,000 | 4.33% | ||
| 2 | OPEN TEXT CORP | 3,125,465 | 182,090,000 | 4.32% | ||
| 3 | MIDDLEBY CORP | 1,772,138 | 175,619,000 | 4.17% | ||
| 4 | EDWARDS LIFESCIENCES CORP | 1,356,077 | 172,737,000 | 4.10% | ||
| 5 | SEAGATE TECHNOLOGY PLC | 2,555,924 | 169,969,000 | 4.04% | ||
| 6 | INTUIT | 1,800,874 | 166,023,000 | 3.94% | ||
| 7 | L BRANDS INC | 1,690,646 | 146,325,000 | 3.47% | ||
| 8 | PLEXUS CORP COM | 3,203,549 | 132,018,000 | 3.13% | ||
| 9 | YAHOO INC | 2,435,437 | 123,014,000 | 2.92% | ||
| 10 | AUTODESK | 1,949,735 | 117,101,000 | 2.78% | ||
| 11 | AKAMAI TECH | 1,688,043 | 106,279,000 | 2.52% | ||
| 12 | ROYAL CARIBBEAN GROUP | 1,242,652 | 102,432,000 | 2.43% | ||
| 13 | CABELAS INC | 1,926,619 | 101,552,000 | 2.41% | ||
| 14 | TRIMBLE INC | 3,801,702 | 100,897,000 | 2.40% | ||
| 15 | SELECT COMFORT CORP | 3,676,155 | 99,366,000 | 2.36% | ||
| 16 | FACTSET RESH SYS INC | 667,078 | 93,891,000 | 2.23% | ||
| 17 | PLANTRONICS INCORPORATED NEW | 1,718,194 | 91,099,000 | 2.16% | ||
| 18 | INTUITIVE SURGICAL INC | 165,926 | 87,765,000 | 2.08% | ||
| 19 | GENTEX CORP | 2,262,984 | 81,762,000 | 1.94% | ||
| 20 | RALPH LAUREN CORP | 422,063 | 78,149,000 | 1.86% | ||
| 21 | ETHAN ALLEN INTERIORS INC COM | 2,340,154 | 72,475,000 | 1.72% | ||
| 22 | LANDSTAR SYS INC COM | 987,046 | 71,590,000 | 1.70% | ||
| 23 | JETBLUE AIRWAYS CORP | 4,376,716 | 69,415,000 | 1.65% | ||
| 24 | GARMIN LTD | 1,300,221 | 68,691,000 | 1.63% | ||
| 25 | VARIAN MED SYS I | 793,934 | 68,683,000 | 1.63% | ||
| 26 | EATON CORP PLC | 991,979 | 67,415,000 | 1.60% | ||
| 27 | ALIGN TECHNOLOGY INC | 1,163,485 | 65,050,000 | 1.54% | ||
| 28 | Corp Executive Board Co | 863,573 | 62,635,000 | 1.49% | ||
| 29 | SYNAPTICS INC | 874,504 | 60,201,000 | 1.43% | ||
| 30 | CHEESECAKE FACTORY INC | 1,044,775 | 52,563,000 | 1.25% | ||
| 31 | MICROCHIP TECHNOLOGY | 995,169 | 44,892,000 | 1.07% | ||
| 32 | QLIK TECHNOLOGIES INC COM | 1,425,700 | 44,040,000 | 1.05% | ||
| 33 | REALPAGE INC COM | 1,959,040 | 43,021,000 | 1.02% | ||
| 34 | ARUBA NETWORKS INC | 2,307,025 | 41,942,000 | 1.00% | ||
| 35 | ARM Holdings plc | 902,932 | 41,806,000 | 0.99% | ||
| 36 | ETRADE GROUP | 1,675,377 | 40,636,000 | 0.96% | ||
| 37 | Tumi Holdings Inc | 1,683,336 | 39,946,000 | 0.95% | ||
| 38 | GRACO INC COM | 492,339 | 39,476,000 | 0.94% | ||
| 39 | VIASAT INC | 591,692 | 37,294,000 | 0.89% | ||
| 40 | JANUS CAP GROUP INC | 2,099,690 | 33,868,000 | 0.80% | ||
| 41 | DOLBY LABORATORIES INC | 765,270 | 32,998,000 | 0.78% | ||
| 42 | URBAN OUTFITTERS INC COM | 923,400 | 32,439,000 | 0.77% | ||
| 43 | NOBLE CORP PLC | 1,925,654 | 31,908,000 | 0.76% | ||
| 44 | PAYCHEX INC | 678,875 | 31,344,000 | 0.74% | ||
| 45 | TERADATA CORP DEL | 707,381 | 30,898,000 | 0.73% | ||
| 46 | DREAMWORKS ANIMATION SKG INC | 1,367,154 | 30,529,000 | 0.72% | ||
| 47 | TCF FINL CORP | 1,897,590 | 30,153,000 | 0.72% | ||
| 48 | MYRIAD GENETICS INC | 861,407 | 29,340,000 | 0.70% | ||
| 49 | GENTHERM INC COM | 767,507 | 28,106,000 | 0.67% | ||
| 50 | IHS Markit Ltd. | 246,052 | 28,020,000 | 0.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-15-000002, filed 2015.02.09).
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.
