| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 2,638,661 | 184,838,000 | 4.35% | ||
| 2 | MIDDLEBY CORP | 1,753,048 | 179,950,000 | 4.24% | ||
| 3 | EDWARDS LIFESCIENCES CORP | 1,220,812 | 173,917,000 | 4.09% | ||
| 4 | INTUIT | 1,768,224 | 171,447,000 | 4.04% | ||
| 5 | OPEN TEXT CORP | 3,093,049 | 163,591,000 | 3.85% | ||
| 6 | L BRANDS INC | 1,667,721 | 157,249,000 | 3.70% | ||
| 7 | SEAGATE TECHNOLOGY PLC | 2,533,676 | 131,827,000 | 3.10% | ||
| 8 | PLEXUS CORP COM | 3,176,911 | 129,523,000 | 3.05% | ||
| 9 | SELECT COMFORT CORP | 3,622,654 | 124,873,000 | 2.94% | ||
| 10 | AKAMAI TECH | 1,669,608 | 118,617,000 | 2.79% | ||
| 11 | AUTODESK | 1,931,335 | 113,253,000 | 2.67% | ||
| 12 | CABELAS INC | 1,911,432 | 107,002,000 | 2.52% | ||
| 13 | YAHOO INC | 2,403,787 | 106,812,000 | 2.51% | ||
| 14 | FACTSET RESH SYS INC | 658,003 | 104,754,000 | 2.47% | ||
| 15 | ROYAL CARIBBEAN GROUP | 1,229,527 | 100,637,000 | 2.37% | ||
| 16 | PLANTRONICS INCORPORATED NEW | 1,713,379 | 90,723,000 | 2.14% | ||
| 17 | JETBLUE AIRWAYS CORP | 4,326,691 | 83,289,000 | 1.96% | ||
| 18 | INTUITIVE SURGICAL INC | 164,366 | 83,010,000 | 1.95% | ||
| 19 | GENTEX CORP | 4,485,028 | 82,076,000 | 1.93% | ||
| 20 | SYNAPTICS INC | 981,364 | 79,790,000 | 1.88% | ||
| 21 | GARMIN LTD | 1,663,434 | 79,046,000 | 1.86% | ||
| 22 | VARIAN MED SYS I | 787,396 | 74,086,000 | 1.74% | ||
| 23 | Corp Executive Board Co | 852,936 | 68,115,000 | 1.60% | ||
| 24 | LANDSTAR SYS INC COM | 986,734 | 65,420,000 | 1.54% | ||
| 25 | ETHAN ALLEN INTERIORS INC COM | 2,324,838 | 64,259,000 | 1.51% | ||
| 26 | ALIGN TECHNOLOGY INC | 1,166,985 | 62,766,000 | 1.48% | ||
| 27 | ARUBA NETWORKS INC | 2,266,200 | 55,499,000 | 1.31% | ||
| 28 | RALPH LAUREN CORP | 419,013 | 55,100,000 | 1.30% | ||
| 29 | CHEESECAKE FACTORY INC | 1,042,775 | 51,440,000 | 1.21% | ||
| 30 | MICROCHIP TECHNOLOGY | 984,344 | 48,134,000 | 1.13% | ||
| 31 | MYRIAD GENETICS INC | 1,354,707 | 47,957,000 | 1.13% | ||
| 32 | ETRADE GROUP | 1,662,077 | 47,461,000 | 1.12% | ||
| 33 | ARM Holdings plc | 893,420 | 44,046,000 | 1.04% | ||
| 34 | QLIK TECHNOLOGIES INC COM | 1,410,900 | 43,921,000 | 1.03% | ||
| 35 | URBAN OUTFITTERS INC COM | 917,000 | 41,861,000 | 0.99% | ||
| 36 | TRIMBLE INC | 1,640,002 | 41,328,000 | 0.97% | ||
| 37 | TUMI HOLDINGS INC | 1,670,236 | 40,854,000 | 0.96% | ||
| 38 | REALPAGE INC COM | 1,962,565 | 39,526,000 | 0.93% | ||
| 39 | ULTRA PETROLEUM CORP | 2,494,816 | 38,994,000 | 0.92% | ||
| 40 | GENTHERM INC COM | 764,607 | 38,620,000 | 0.91% | ||
| 41 | STAMPS COM INC COM NEW | 561,145 | 37,759,000 | 0.89% | ||
| 42 | CORE LABORATORIES N V | 345,125 | 36,062,000 | 0.85% | ||
| 43 | JANUS CAP GROUP INC | 2,080,178 | 35,758,000 | 0.84% | ||
| 44 | GRACO INC COM | 487,714 | 35,193,000 | 0.83% | ||
| 45 | VIASAT INC | 588,830 | 35,100,000 | 0.83% | ||
| 46 | POWER INTEGRATIONS INC COM | 671,900 | 34,993,000 | 0.82% | ||
| 47 | PAYCHEX INC | 670,345 | 33,259,000 | 0.78% | ||
| 48 | DREAMWORKS ANIMATION SKG INC | 1,356,041 | 32,816,000 | 0.77% | ||
| 49 | EATON CORP PLC | 463,019 | 31,458,000 | 0.74% | ||
| 50 | TERADATA CORP DEL | 705,706 | 31,150,000 | 0.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-15-000003, filed 2015.05.14).
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.
