| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 2,410,174 | 190,356,000 | 4.79% | ||
| 2 | MIDDLEBY CORP | 1,757,733 | 189,607,000 | 4.78% | ||
| 3 | TJX COS INC NEW | 2,593,795 | 183,926,000 | 4.63% | ||
| 4 | INTUIT | 1,710,284 | 165,042,000 | 4.16% | ||
| 5 | OPEN TEXT CORP | 3,142,419 | 150,616,000 | 3.79% | ||
| 6 | L BRANDS INC | 1,511,918 | 144,872,000 | 3.65% | ||
| 7 | AUTODESK | 1,921,435 | 117,073,000 | 2.95% | ||
| 8 | ROYAL CARIBBEAN GROUP | 1,110,640 | 112,408,000 | 2.83% | ||
| 9 | PLEXUS CORP COM | 3,202,936 | 111,847,000 | 2.82% | ||
| 10 | FACTSET RESH SYS INC | 648,793 | 105,474,000 | 2.66% | ||
| 11 | JETBLUE AIRWAYS CORP | 4,204,741 | 95,237,000 | 2.40% | ||
| 12 | SEAGATE TECHNOLOGY PLC | 2,565,999 | 94,070,000 | 2.37% | ||
| 13 | INTUITIVE SURGICAL INC | 164,841 | 90,030,000 | 2.27% | ||
| 14 | CABELAS INC | 1,907,157 | 89,121,000 | 2.24% | ||
| 15 | AKAMAI TECH | 1,684,033 | 88,631,000 | 2.23% | ||
| 16 | YAHOO INC | 2,537,112 | 84,384,000 | 2.13% | ||
| 17 | PLANTRONICS INCORPORATED NEW | 1,726,994 | 81,894,000 | 2.06% | ||
| 18 | SYNAPTICS INC | 995,064 | 79,943,000 | 2.01% | ||
| 19 | SELECT COMFORT CORP | 3,716,397 | 79,568,000 | 2.00% | ||
| 20 | ALIGN TECHNOLOGY INC | 1,164,110 | 76,657,000 | 1.93% | ||
| 21 | GENTEX CORP | 4,500,653 | 72,055,000 | 1.81% | ||
| 22 | ETHAN ALLEN INTERIORS INC COM | 2,338,163 | 65,048,000 | 1.64% | ||
| 23 | VARIAN MED SYS I | 799,086 | 64,566,000 | 1.63% | ||
| 24 | GARMIN LTD | 1,676,959 | 62,333,000 | 1.57% | ||
| 25 | LANDSTAR SYS INC COM | 1,009,449 | 59,204,000 | 1.49% | ||
| 26 | MYRIAD GENETICS INC | 1,348,807 | 58,215,000 | 1.47% | ||
| 27 | SUPER MICRO COMPUTER INC COM | 2,374,725 | 58,205,000 | 1.47% | ||
| 28 | STAMPS COM INC COM NEW | 521,948 | 57,211,000 | 1.44% | ||
| 29 | CEB Inc | 855,276 | 52,505,000 | 1.32% | ||
| 30 | POWER INTEGRATIONS INC COM | 1,007,597 | 48,999,000 | 1.23% | ||
| 31 | CHEESECAKE FACTORY INC | 1,045,600 | 48,213,000 | 1.21% | ||
| 32 | TUMI HOLDINGS INC | 2,877,911 | 47,860,000 | 1.21% | ||
| 33 | RALPH LAUREN CORP | 421,612 | 47,001,000 | 1.18% | ||
| 34 | ETRADE GROUP | 1,554,311 | 46,070,000 | 1.16% | ||
| 35 | MICROCHIP TECHNOLOGY | 985,119 | 45,847,000 | 1.15% | ||
| 36 | QLIK TECHNOLOGIES INC COM | 1,427,375 | 45,191,000 | 1.14% | ||
| 37 | REALPAGE INC COM | 1,953,190 | 43,849,000 | 1.10% | ||
| 38 | TRIPADVISOR INC | 484,250 | 41,282,000 | 1.04% | ||
| 39 | ARM Holdings plc | 899,287 | 40,684,000 | 1.02% | ||
| 40 | UBIQUITI NETWORKS | 1,248,725 | 39,572,000 | 1.00% | ||
| 41 | CORE LABORATORIES N V | 349,325 | 37,986,000 | 0.96% | ||
| 42 | GENTHERM INC COM | 769,706 | 36,484,000 | 0.92% | ||
| 43 | VIASAT INC | 577,205 | 35,215,000 | 0.89% | ||
| 44 | PAYCHEX INC | 664,145 | 35,127,000 | 0.88% | ||
| 45 | GRACO INC COM | 486,189 | 35,040,000 | 0.88% | ||
| 46 | ULTRA PETROLEUM CORP | 13,909,484 | 34,774,000 | 0.88% | ||
| 47 | COGNEX CORP | 867,075 | 29,281,000 | 0.74% | ||
| 48 | IHS Markit Ltd. | 246,177 | 29,155,000 | 0.73% | ||
| 49 | TCF FINL CORP | 1,898,665 | 26,809,000 | 0.68% | ||
| 50 | DOLBY LABORATORIES INC | 766,920 | 25,807,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-16-000011, filed 2016.02.16).
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.
