| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MIDDLEBY CORP | 1,694,087 | 218,215,000 | 4.98% | ||
| 2 | EDWARDS LIFESCIENCES CORP | 2,147,368 | 201,208,000 | 4.60% | ||
| 3 | OPEN TEXT CORP | 3,067,040 | 189,574,000 | 4.33% | ||
| 4 | TJX COS INC NEW | 2,492,211 | 187,240,000 | 4.28% | ||
| 5 | INTUIT | 1,500,689 | 171,994,000 | 3.93% | ||
| 6 | PLEXUS CORP COM | 3,083,641 | 166,640,000 | 3.81% | ||
| 7 | AUTODESK | 1,853,225 | 137,157,000 | 3.13% | ||
| 8 | AKAMAI TECH | 1,658,018 | 110,557,000 | 2.53% | ||
| 9 | PLANTRONICS INCORPORATED NEW | 2,004,123 | 109,746,000 | 2.51% | ||
| 10 | ALIGN TECHNOLOGY INC | 1,122,656 | 107,921,000 | 2.47% | ||
| 11 | FACTSET RESH SYS INC | 641,209 | 104,793,000 | 2.39% | ||
| 12 | ULTRA PETROLEUM CORP | 13,952,754 | 100,878,000 | 2.30% | ||
| 13 | INTUITIVE SURGICAL INC | 159,015 | 100,843,000 | 2.30% | ||
| 14 | L BRANDS INC | 1,462,833 | 96,313,000 | 2.20% | ||
| 15 | SEAGATE TECHNOLOGY PLC | 2,464,950 | 94,087,000 | 2.15% | ||
| 16 | YAHOO INC | 2,424,042 | 93,738,000 | 2.14% | ||
| 17 | JETBLUE AIRWAYS CORP | 4,023,721 | 90,212,000 | 2.06% | ||
| 18 | ROYAL CARIBBEAN GROUP | 1,098,730 | 90,140,000 | 2.06% | ||
| 19 | GENTEX CORP | 4,369,003 | 86,026,000 | 1.97% | ||
| 20 | SELECT COMFORT CORP | 3,776,347 | 85,421,000 | 1.95% | ||
| 21 | POWER INTEGRATIONS INC COM | 1,258,727 | 85,405,000 | 1.95% | ||
| 22 | ETHAN ALLEN INTERIORS INC COM | 2,269,273 | 83,623,000 | 1.91% | ||
| 23 | LANDSTAR SYS INC COM | 963,784 | 82,211,000 | 1.88% | ||
| 24 | GARMIN LTD | 1,642,494 | 79,645,000 | 1.82% | ||
| 25 | VARIAN MED SYS I | 793,541 | 71,244,000 | 1.63% | ||
| 26 | UBIQUITI NETWORKS | 1,202,760 | 69,520,000 | 1.59% | ||
| 27 | SUPER MICRO COMPUTER INC COM | 2,376,300 | 66,655,000 | 1.52% | ||
| 28 | CABELAS INC | 1,134,742 | 66,439,000 | 1.52% | ||
| 29 | MICROCHIP TECHNOLOGY | 964,159 | 61,851,000 | 1.41% | ||
| 30 | CHEESECAKE FACTORY INC | 1,025,450 | 61,404,000 | 1.40% | ||
| 31 | REALPAGE INC COM | 1,889,340 | 56,680,000 | 1.29% | ||
| 32 | COGNEX CORP | 888,130 | 56,503,000 | 1.29% | ||
| 33 | SYNAPTICS INC | 1,015,428 | 54,407,000 | 1.24% | ||
| 34 | CEB Inc | 847,751 | 51,374,000 | 1.17% | ||
| 35 | PROTO LABS INC | 970,600 | 49,840,000 | 1.14% | ||
| 36 | SOUTHWESTERN ENERGY CO | 4,353,125 | 47,101,000 | 1.08% | ||
| 37 | STAMPS COM INC COM NEW | 398,069 | 45,639,000 | 1.04% | ||
| 38 | CORE LABORATORIES N V | 342,950 | 41,168,000 | 0.94% | ||
| 39 | GRACO INC COM | 476,154 | 39,564,000 | 0.90% | ||
| 40 | MEDIDATA SOLUTIONS INC | 792,812 | 39,379,000 | 0.90% | ||
| 41 | PAYCHEX INC | 641,485 | 39,054,000 | 0.89% | ||
| 42 | RALPH LAUREN CORP | 414,663 | 37,452,000 | 0.86% | ||
| 43 | VIASAT INC | 553,370 | 36,644,000 | 0.84% | ||
| 44 | TCF FINL CORP | 1,851,880 | 36,278,000 | 0.83% | ||
| 45 | ETRADE GROUP | 1,042,196 | 36,112,000 | 0.82% | ||
| 46 | DOLBY LABORATORIES INC | 754,005 | 34,073,000 | 0.78% | ||
| 47 | IHS MARKIT LTD SHS | 865,989 | 30,665,000 | 0.70% | ||
| 48 | GENTHERM INC COM | 812,706 | 27,510,000 | 0.63% | ||
| 49 | URBAN OUTFITTERS INC COM | 923,900 | 26,313,000 | 0.60% | ||
| 50 | TREX CO INC COM | 400,409 | 25,786,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-17-000005, filed 2017.02.13).
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.
