| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EDWARDS LIFESCIENCES CORP | 2,284,079 | 275,369,000 | 6.54% | ||
| 2 | MIDDLEBY CORP | 1,671,258 | 206,601,000 | 4.90% | ||
| 3 | OPEN TEXT CORP | 2,985,394 | 193,633,000 | 4.60% | ||
| 4 | TJX COS INC NEW | 2,464,931 | 184,328,000 | 4.37% | ||
| 5 | INTUIT | 1,504,994 | 165,564,000 | 3.93% | ||
| 6 | PLEXUS CORP COM | 3,059,736 | 143,134,000 | 3.40% | ||
| 7 | AUTODESK | 1,865,035 | 134,898,000 | 3.20% | ||
| 8 | INTUITIVE SURGICAL INC | 157,195 | 113,940,000 | 2.70% | ||
| 9 | YAHOO INC | 2,408,917 | 103,824,000 | 2.46% | ||
| 10 | ALIGN TECHNOLOGY INC | 1,101,531 | 103,269,000 | 2.45% | ||
| 11 | L BRANDS INC | 1,451,628 | 102,732,000 | 2.44% | ||
| 12 | FACTSET RESH SYS INC | 633,638 | 102,713,000 | 2.44% | ||
| 13 | CABELAS INC | 1,785,287 | 98,066,000 | 2.33% | ||
| 14 | PLANTRONICS INCORPORATED NEW | 1,873,978 | 97,372,000 | 2.31% | ||
| 15 | SEAGATE TECHNOLOGY PLC | 2,469,492 | 95,199,000 | 2.26% | ||
| 16 | AKAMAI TECH | 1,668,033 | 88,389,000 | 2.10% | ||
| 17 | ROYAL CARIBBEAN GROUP | 1,103,015 | 82,671,000 | 1.96% | ||
| 18 | GARMIN LTD | 1,650,559 | 79,408,000 | 1.88% | ||
| 19 | SELECT COMFORT CORP | 3,661,673 | 79,092,000 | 1.88% | ||
| 20 | POWER INTEGRATIONS INC COM | 1,250,797 | 78,838,000 | 1.87% | ||
| 21 | VARIAN MED SYS I | 786,536 | 78,284,000 | 1.86% | ||
| 22 | GENTEX CORP | 4,378,853 | 76,893,000 | 1.82% | ||
| 23 | ULTRA PETROLEUM CORP | 14,019,009 | 70,221,000 | 1.67% | ||
| 24 | ETHAN ALLEN INTERIORS INC COM | 2,245,413 | 70,214,000 | 1.67% | ||
| 25 | JETBLUE AIRWAYS CORP | 4,034,691 | 69,558,000 | 1.65% | ||
| 26 | LANDSTAR SYS INC COM | 968,399 | 65,929,000 | 1.56% | ||
| 27 | UBIQUITI NETWORKS | 1,210,050 | 64,738,000 | 1.54% | ||
| 28 | MICROCHIP TECHNOLOGY | 967,969 | 60,150,000 | 1.43% | ||
| 29 | SOUTHWESTERN ENERGY CO | 4,299,175 | 59,501,000 | 1.41% | ||
| 30 | SYNAPTICS INC | 980,003 | 57,409,000 | 1.36% | ||
| 31 | SUPER MICRO COMPUTER INC COM | 2,325,475 | 54,346,000 | 1.29% | ||
| 32 | CHEESECAKE FACTORY INC | 1,001,275 | 50,124,000 | 1.19% | ||
| 33 | REALPAGE INC COM | 1,872,415 | 48,121,000 | 1.14% | ||
| 34 | COGNEX CORP | 893,250 | 47,217,000 | 1.12% | ||
| 35 | CEB Inc | 851,726 | 46,394,000 | 1.10% | ||
| 36 | MEDIDATA SOLUTIONS INC | 762,137 | 42,497,000 | 1.01% | ||
| 37 | RALPH LAUREN CORP | 418,137 | 42,290,000 | 1.00% | ||
| 38 | DOLBY LABORATORIES INC | 742,070 | 40,287,000 | 0.96% | ||
| 39 | VIASAT INC | 539,430 | 40,268,000 | 0.96% | ||
| 40 | CORE LABORATORIES N V | 341,900 | 38,406,000 | 0.91% | ||
| 41 | PAYCHEX INC | 636,520 | 36,835,000 | 0.87% | ||
| 42 | STAMPS COM INC COM NEW | 379,244 | 35,842,000 | 0.85% | ||
| 43 | GRACO INC COM | 479,289 | 35,467,000 | 0.84% | ||
| 44 | IHS MARKIT LTD SHS | 864,591 | 32,465,000 | 0.77% | ||
| 45 | URBAN OUTFITTERS INC COM | 918,725 | 31,714,000 | 0.75% | ||
| 46 | ETRADE GROUP | 1,043,361 | 30,383,000 | 0.72% | ||
| 47 | TRIPADVISOR INC | 477,575 | 30,173,000 | 0.72% | ||
| 48 | MYRIAD GENETICS INC | 1,352,357 | 27,832,000 | 0.66% | ||
| 49 | TCF FINL CORP | 1,862,290 | 27,022,000 | 0.64% | ||
| 50 | GENTHERM INC COM | 755,431 | 23,736,000 | 0.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-16-000014, filed 2016.11.15).
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.
