| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 2,613,735 | 186,673,000 | 4.78% | ||
| 2 | MIDDLEBY CORP | 1,762,023 | 185,347,000 | 4.75% | ||
| 3 | EDWARDS LIFESCIENCES CORP | 1,236,247 | 175,757,000 | 4.50% | ||
| 4 | INTUIT | 1,726,584 | 153,234,000 | 3.93% | ||
| 5 | OPEN TEXT CORP | 3,140,169 | 140,523,000 | 3.60% | ||
| 6 | L BRANDS INC | 1,553,503 | 140,017,000 | 3.59% | ||
| 7 | PLEXUS CORP COM | 3,225,511 | 124,440,000 | 3.19% | ||
| 8 | AKAMAI TECH | 1,689,008 | 116,643,000 | 2.99% | ||
| 9 | SEAGATE TECHNOLOGY PLC | 2,572,599 | 115,252,000 | 2.95% | ||
| 10 | JETBLUE AIRWAYS CORP | 4,328,041 | 111,534,000 | 2.86% | ||
| 11 | FACTSET RESH SYS INC | 663,118 | 105,973,000 | 2.71% | ||
| 12 | ROYAL CARIBBEAN GROUP | 1,129,790 | 100,653,000 | 2.58% | ||
| 13 | CABELAS INC | 1,944,282 | 88,659,000 | 2.27% | ||
| 14 | PLANTRONICS INCORPORATED NEW | 1,740,344 | 88,496,000 | 2.27% | ||
| 15 | AUTODESK | 1,964,585 | 86,717,000 | 2.22% | ||
| 16 | SYNAPTICS INC | 1,005,089 | 82,880,000 | 2.12% | ||
| 17 | SELECT COMFORT CORP | 3,702,167 | 81,003,000 | 2.07% | ||
| 18 | INTUITIVE SURGICAL INC | 166,906 | 76,707,000 | 1.96% | ||
| 19 | YAHOO INC | 2,450,762 | 70,852,000 | 1.81% | ||
| 20 | GENTEX CORP | 4,570,278 | 70,839,000 | 1.81% | ||
| 21 | ALIGN TECHNOLOGY INC | 1,185,785 | 67,305,000 | 1.72% | ||
| 22 | SUPER MICRO COMPUTER INC COM | 2,384,800 | 65,010,000 | 1.67% | ||
| 23 | LANDSTAR SYS INC COM | 1,004,174 | 63,735,000 | 1.63% | ||
| 24 | ETHAN ALLEN INTERIORS INC COM | 2,360,338 | 62,337,000 | 1.60% | ||
| 25 | GARMIN LTD | 1,690,234 | 60,646,000 | 1.55% | ||
| 26 | CEB Inc | 868,001 | 59,319,000 | 1.52% | ||
| 27 | VARIAN MED SYS I | 802,086 | 59,178,000 | 1.52% | ||
| 28 | CHEESECAKE FACTORY INC | 1,054,050 | 56,877,000 | 1.46% | ||
| 29 | QLIK TECHNOLOGIES INC COM | 1,425,425 | 51,957,000 | 1.33% | ||
| 30 | MYRIAD GENETICS INC | 1,378,932 | 51,682,000 | 1.32% | ||
| 31 | TUMI HOLDINGS INC | 2,878,186 | 50,714,000 | 1.30% | ||
| 32 | RALPH LAUREN CORP | 425,162 | 50,237,000 | 1.29% | ||
| 33 | ETRADE GROUP | 1,689,667 | 44,489,000 | 1.14% | ||
| 34 | MICROCHIP TECHNOLOGY | 1,000,644 | 43,118,000 | 1.10% | ||
| 35 | UBIQUITI NETWORKS | 1,258,025 | 42,634,000 | 1.09% | ||
| 36 | POWER INTEGRATIONS INC COM | 1,009,197 | 42,558,000 | 1.09% | ||
| 37 | STAMPS COM INC COM NEW | 544,959 | 40,332,000 | 1.03% | ||
| 38 | ARM Holdings plc | 911,962 | 39,442,000 | 1.01% | ||
| 39 | VIASAT INC | 596,430 | 38,344,000 | 0.98% | ||
| 40 | CORE LABORATORIES N V | 351,750 | 35,105,000 | 0.90% | ||
| 41 | ULTRA PETROLEUM CORP | 5,474,850 | 34,984,000 | 0.90% | ||
| 42 | GENTHERM INC COM | 777,332 | 34,918,000 | 0.89% | ||
| 43 | GRACO INC COM | 495,964 | 33,244,000 | 0.85% | ||
| 44 | REALPAGE INC COM | 1,998,240 | 33,211,000 | 0.85% | ||
| 45 | PAYCHEX INC | 681,645 | 32,467,000 | 0.83% | ||
| 46 | TRIPADVISOR INC | 488,600 | 30,792,000 | 0.79% | ||
| 47 | TCF FINL CORP | 1,908,615 | 28,935,000 | 0.74% | ||
| 48 | IHS Markit Ltd. | 248,377 | 28,812,000 | 0.74% | ||
| 49 | URBAN OUTFITTERS INC COM | 934,075 | 27,443,000 | 0.70% | ||
| 50 | SOUTHWESTERN ENERGY CO | 2,007,825 | 25,479,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-15-000005, filed 2015.11.16).
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.
