| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MIDDLEBY CORP | 1,755,238 | 196,990,000 | 4.76% | ||
| 2 | INTUIT | 1,769,424 | 178,305,000 | 4.31% | ||
| 3 | EDWARDS LIFESCIENCES CORP | 1,226,637 | 174,710,000 | 4.22% | ||
| 4 | TJX COS INC NEW | 2,628,710 | 173,942,000 | 4.20% | ||
| 5 | L BRANDS INC | 1,666,461 | 142,866,000 | 3.45% | ||
| 6 | PLEXUS CORP COM | 3,182,174 | 139,634,000 | 3.37% | ||
| 7 | OPEN TEXT CORP | 3,105,894 | 125,882,000 | 3.04% | ||
| 8 | SEAGATE TECHNOLOGY PLC | 2,546,569 | 120,962,000 | 2.92% | ||
| 9 | AKAMAI TECH | 1,670,708 | 116,649,000 | 2.82% | ||
| 10 | SELECT COMFORT CORP | 3,659,192 | 110,032,000 | 2.66% | ||
| 11 | FACTSET RESH SYS INC | 659,615 | 107,194,000 | 2.59% | ||
| 12 | ROYAL CARIBBEAN GROUP | 1,239,727 | 97,554,000 | 2.36% | ||
| 13 | AUTODESK | 1,940,485 | 97,170,000 | 2.35% | ||
| 14 | PLANTRONICS INCORPORATED NEW | 1,718,769 | 96,784,000 | 2.34% | ||
| 15 | CABELAS INC | 1,922,982 | 96,111,000 | 2.32% | ||
| 16 | YAHOO INC | 2,424,112 | 95,243,000 | 2.30% | ||
| 17 | JETBLUE AIRWAYS CORP | 4,338,454 | 90,066,000 | 2.18% | ||
| 18 | SYNAPTICS INC | 984,889 | 85,424,000 | 2.06% | ||
| 19 | INTUITIVE SURGICAL INC | 165,461 | 80,166,000 | 1.94% | ||
| 20 | CEB Inc | 856,836 | 74,596,000 | 1.80% | ||
| 21 | GENTEX CORP | 4,513,828 | 74,117,000 | 1.79% | ||
| 22 | GARMIN LTD | 1,672,784 | 73,485,000 | 1.77% | ||
| 23 | ALIGN TECHNOLOGY INC | 1,170,360 | 73,393,000 | 1.77% | ||
| 24 | VARIAN MED SYS I | 791,821 | 66,774,000 | 1.61% | ||
| 25 | LANDSTAR SYS INC COM | 992,209 | 66,349,000 | 1.60% | ||
| 26 | ETHAN ALLEN INTERIORS INC COM | 2,336,913 | 61,554,000 | 1.49% | ||
| 27 | CHEESECAKE FACTORY INC | 1,046,025 | 57,045,000 | 1.38% | ||
| 28 | RALPH LAUREN CORP | 420,800 | 55,697,000 | 1.35% | ||
| 29 | ETRADE GROUP | 1,668,567 | 49,974,000 | 1.21% | ||
| 30 | QLIK TECHNOLOGIES INC COM | 1,415,750 | 49,495,000 | 1.20% | ||
| 31 | SUPER MICRO COMPUTER INC COM | 1,594,825 | 47,175,000 | 1.14% | ||
| 32 | MICROCHIP TECHNOLOGY | 989,244 | 46,915,000 | 1.13% | ||
| 33 | MYRIAD GENETICS INC | 1,363,232 | 46,336,000 | 1.12% | ||
| 34 | ARM Holdings plc | 894,425 | 44,068,000 | 1.06% | ||
| 35 | GENTHERM INC COM | 761,907 | 41,836,000 | 1.01% | ||
| 36 | STAMPS COM INC COM NEW | 563,395 | 41,449,000 | 1.00% | ||
| 37 | UBIQUITI NETWORKS | 1,253,900 | 40,018,000 | 0.97% | ||
| 38 | CORE LABORATORIES N V | 347,775 | 39,660,000 | 0.96% | ||
| 39 | TRIMBLE INC | 1,646,877 | 38,636,000 | 0.93% | ||
| 40 | REALPAGE INC COM | 1,971,840 | 37,603,000 | 0.91% | ||
| 41 | POWER INTEGRATIONS INC COM | 819,775 | 37,037,000 | 0.89% | ||
| 42 | VIASAT INC | 592,330 | 35,694,000 | 0.86% | ||
| 43 | GRACO INC COM | 490,339 | 34,829,000 | 0.84% | ||
| 44 | TUMI HOLDINGS INC | 1,677,086 | 34,414,000 | 0.83% | ||
| 45 | URBAN OUTFITTERS INC COM | 923,650 | 32,328,000 | 0.78% | ||
| 46 | PAYCHEX INC | 674,295 | 31,611,000 | 0.76% | ||
| 47 | IHS Markit Ltd. | 245,275 | 31,550,000 | 0.76% | ||
| 48 | ULTRA PETROLEUM CORP | 2,513,454 | 31,468,000 | 0.76% | ||
| 49 | TCF FINL CORP | 1,886,740 | 31,339,000 | 0.76% | ||
| 50 | DOLBY LABORATORIES INC | 763,108 | 30,280,000 | 0.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-15-000004, filed 2015.08.17).
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.
