| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 2,327,734 | 205,329,000 | 5.22% | ||
| 2 | TJX COS INC NEW | 2,444,505 | 191,527,000 | 4.87% | ||
| 3 | MIDDLEBY CORP | 1,711,358 | 182,722,000 | 4.65% | ||
| 4 | INTUIT | 1,564,504 | 162,724,000 | 4.14% | ||
| 5 | OPEN TEXT CORP | 3,048,544 | 157,915,000 | 4.01% | ||
| 6 | L BRANDS INC | 1,440,778 | 126,515,000 | 3.22% | ||
| 7 | PLEXUS CORP COM | 3,102,436 | 122,608,000 | 3.12% | ||
| 8 | AUTODESK | 1,861,760 | 108,559,000 | 2.76% | ||
| 9 | INTUITIVE SURGICAL INC | 158,766 | 95,426,000 | 2.43% | ||
| 10 | FACTSET RESH SYS INC | 628,913 | 95,299,000 | 2.42% | ||
| 11 | AKAMAI TECH | 1,641,058 | 91,194,000 | 2.32% | ||
| 12 | CABELAS INC | 1,851,007 | 90,126,000 | 2.29% | ||
| 13 | YAHOO INC | 2,443,962 | 89,962,000 | 2.29% | ||
| 14 | ROYAL CARIBBEAN GROUP | 1,079,740 | 88,701,000 | 2.25% | ||
| 15 | SEAGATE TECHNOLOGY PLC | 2,470,674 | 85,115,000 | 2.16% | ||
| 16 | JETBLUE AIRWAYS CORP | 3,912,191 | 82,625,000 | 2.10% | ||
| 17 | ALIGN TECHNOLOGY INC | 1,127,666 | 81,970,000 | 2.08% | ||
| 18 | SUPER MICRO COMPUTER INC COM | 2,309,850 | 78,720,000 | 2.00% | ||
| 19 | SYNAPTICS INC | 977,953 | 77,982,000 | 1.98% | ||
| 20 | PLANTRONICS INCORPORATED NEW | 1,859,278 | 72,865,000 | 1.85% | ||
| 21 | ETHAN ALLEN INTERIORS INC COM | 2,249,663 | 71,584,000 | 1.82% | ||
| 22 | SELECT COMFORT CORP | 3,637,672 | 70,534,000 | 1.79% | ||
| 23 | TUMI HOLDINGS INC | 2,589,011 | 69,437,000 | 1.77% | ||
| 24 | GENTEX CORP | 4,357,078 | 68,363,000 | 1.74% | ||
| 25 | GARMIN LTD | 1,643,559 | 65,677,000 | 1.67% | ||
| 26 | VARIAN MED SYS I | 786,611 | 62,945,000 | 1.60% | ||
| 27 | LANDSTAR SYS INC COM | 972,974 | 62,864,000 | 1.60% | ||
| 28 | POWER INTEGRATIONS INC COM | 1,253,347 | 62,241,000 | 1.58% | ||
| 29 | CHEESECAKE FACTORY INC | 1,012,475 | 53,752,000 | 1.37% | ||
| 30 | CEB Inc | 823,326 | 53,294,000 | 1.35% | ||
| 31 | MYRIAD GENETICS INC | 1,319,482 | 49,388,000 | 1.26% | ||
| 32 | MICROCHIP TECHNOLOGY | 967,219 | 46,620,000 | 1.19% | ||
| 33 | STAMPS COM INC COM NEW | 388,519 | 41,292,000 | 1.05% | ||
| 34 | VIASAT INC | 558,255 | 41,021,000 | 1.04% | ||
| 35 | UBIQUITI NETWORKS | 1,208,600 | 40,210,000 | 1.02% | ||
| 36 | QLIK TECHNOLOGIES INC COM | 1,382,675 | 39,987,000 | 1.02% | ||
| 37 | REALPAGE INC COM | 1,887,290 | 39,331,000 | 1.00% | ||
| 38 | GRACO INC COM | 467,889 | 39,284,000 | 1.00% | ||
| 39 | RALPH LAUREN CORP | 407,012 | 39,179,000 | 1.00% | ||
| 40 | CORE LABORATORIES N V | 338,700 | 38,073,000 | 0.97% | ||
| 41 | ARM Holdings plc | 857,752 | 37,475,000 | 0.95% | ||
| 42 | PAYCHEX INC | 640,245 | 34,580,000 | 0.88% | ||
| 43 | SOUTHWESTERN ENERGY CO | 4,272,725 | 34,481,000 | 0.88% | ||
| 44 | COGNEX CORP | 844,700 | 32,901,000 | 0.84% | ||
| 45 | GENTHERM INC COM | 773,706 | 32,178,000 | 0.82% | ||
| 46 | DOLBY LABORATORIES INC | 740,395 | 32,178,000 | 0.82% | ||
| 47 | TRIPADVISOR INC | 470,875 | 31,313,000 | 0.80% | ||
| 48 | IHS Markit Ltd. | 241,772 | 30,018,000 | 0.76% | ||
| 49 | MEDIDATA SOLUTIONS INC | 773,562 | 29,945,000 | 0.76% | ||
| 50 | URBAN OUTFITTERS INC COM | 904,250 | 29,922,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-16-000012, filed 2016.05.05).
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.
