| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 2,333,609 | 232,731,000 | 5.85% | ||
| 2 | MIDDLEBY CORP | 1,698,823 | 195,789,000 | 4.92% | ||
| 3 | TJX COS INC NEW | 2,435,366 | 188,083,000 | 4.73% | ||
| 4 | OPEN TEXT CORP | 3,032,519 | 179,404,000 | 4.51% | ||
| 5 | INTUIT | 1,544,529 | 172,385,000 | 4.33% | ||
| 6 | PLEXUS CORP | 3,071,636 | 132,695,000 | 3.33% | ||
| 7 | INTUITIVE SURGICAL INC | 158,432 | 104,789,000 | 2.63% | ||
| 8 | FACTSET RESEARCH SYSTEMS INC | 638,043 | 102,993,000 | 2.59% | ||
| 9 | AUTODESK INC | 1,889,060 | 102,274,000 | 2.57% | ||
| 10 | L BRANDS INC | 1,474,158 | 98,960,000 | 2.49% | ||
| 11 | AKAMAI TECHNOLOGIES INC | 1,664,558 | 93,099,000 | 2.34% | ||
| 12 | YAHOO! INC | 2,435,512 | 91,478,000 | 2.30% | ||
| 13 | CABELA S INC | 1,809,357 | 90,576,000 | 2.28% | ||
| 14 | ALIGN TECHNOLOGY INC | 1,119,141 | 90,147,000 | 2.27% | ||
| 15 | Plantronics, Inc. | 1,888,953 | 83,114,000 | 2.09% | ||
| 16 | SELECT COMFORT CORPORATION | 3,661,960 | 78,293,000 | 1.97% | ||
| 17 | ROYAL CARIBBEAN CRUISES LTD | 1,108,815 | 74,457,000 | 1.87% | ||
| 18 | ETHAN ALLEN INTERIORS INC | 2,244,163 | 74,147,000 | 1.86% | ||
| 19 | GARMIN LTD | 1,662,459 | 70,522,000 | 1.77% | ||
| 20 | GENTEX CORP | 4,451,128 | 68,770,000 | 1.73% | ||
| 21 | JETBLUE AIRWAYS CORP | 4,084,791 | 67,644,000 | 1.70% | ||
| 22 | LANDSTAR SYSTEM INC | 969,799 | 66,586,000 | 1.67% | ||
| 23 | VARIAN MED SYS INC COM | 793,896 | 65,282,000 | 1.64% | ||
| 24 | POWER INTEGRATIONS INC | 1,252,647 | 62,720,000 | 1.58% | ||
| 25 | SEAGATE TECHNOLOGY | 2,497,473 | 60,838,000 | 1.53% | ||
| 26 | SUPER MICRO COMPUTER INC | 2,341,950 | 58,197,000 | 1.46% | ||
| 27 | TUMI HOLDINGS INC | 2,107,636 | 56,358,000 | 1.42% | ||
| 28 | SOUTHWESTERN ENERGY CO | 4,325,200 | 54,411,000 | 1.37% | ||
| 29 | SYNAPTICS INC | 990,628 | 53,246,000 | 1.34% | ||
| 30 | CEB INC | 839,976 | 51,810,000 | 1.30% | ||
| 31 | CHEESECAKE FACTORY INC/THE | 1,033,400 | 49,748,000 | 1.25% | ||
| 32 | MICROCHIP TECHNOLOGY INC | 964,994 | 48,983,000 | 1.23% | ||
| 33 | UBIQUITI NETWORKS INC | 1,220,650 | 47,190,000 | 1.19% | ||
| 34 | CORE LABORATORIES | 343,875 | 42,603,000 | 1.07% | ||
| 35 | REALPAGE INC | 1,896,390 | 42,346,000 | 1.06% | ||
| 36 | QLIK TECHNOLOGIES INC COM | 1,404,200 | 41,536,000 | 1.04% | ||
| 37 | MYRIAD GENETICS INC | 1,357,182 | 41,530,000 | 1.04% | ||
| 38 | ARM HOLDINGS PLC ADR | 869,677 | 39,579,000 | 0.99% | ||
| 39 | VIASAT INC | 550,230 | 39,286,000 | 0.99% | ||
| 40 | PAYCHEX INC | 643,345 | 38,279,000 | 0.96% | ||
| 41 | Graco Inc. | 480,864 | 37,983,000 | 0.95% | ||
| 42 | RALPH LAUREN CORP | 416,862 | 37,359,000 | 0.94% | ||
| 43 | MEDIDATA SOLUTIONS INC | 772,587 | 36,211,000 | 0.91% | ||
| 44 | COGNEX CORP | 832,675 | 35,888,000 | 0.90% | ||
| 45 | DOLBY LABORATORIES INC CL A | 740,870 | 35,451,000 | 0.89% | ||
| 46 | STAMPS.COM INC | 384,494 | 33,612,000 | 0.84% | ||
| 47 | TRIPADVISOR INC | 482,675 | 31,036,000 | 0.78% | ||
| 48 | IHS INC A | 246,697 | 28,521,000 | 0.72% | ||
| 49 | E TRADE FINANCIAL CORP | 1,120,649 | 26,324,000 | 0.66% | ||
| 50 | GENTHERM INC | 767,906 | 26,301,000 | 0.66% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-16-000013, filed 2016.08.12).
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.
