| 1 |
DYCOM INDS INC COM |
1,924,997 |
124,490 |
27.02% |
|
|
| 2 |
MASTEC INC |
4,878,991 |
98,751 |
21.43% |
|
|
| 3 |
ALPHABET INC |
36,450 |
27,808 |
6.03% |
|
|
| 4 |
TJX COS INC NEW |
249,665 |
19,561 |
4.25% |
|
|
| 5 |
DELTA AIRLINES INC DEL |
379,490 |
18,474 |
4.01% |
|
|
| 6 |
TUTOR PERINI CORP |
1,165,397 |
18,110 |
3.93% |
|
|
| 7 |
SBA COMMUN |
173,885 |
17,418 |
3.78% |
|
|
| 8 |
ROSS STORES INC |
274,630 |
15,901 |
3.45% |
|
|
| 9 |
ENTERPRISE PRODS PARTNERS L |
492,625 |
12,128 |
2.63% |
|
|
| 10 |
WESCO INTL INC |
199,497 |
10,907 |
2.37% |
|
|
| 11 |
JACOBS ENGR GROUP INC |
214,720 |
9,351 |
2.03% |
|
|
| 12 |
SPECTRA ENERGY CORP |
299,600 |
9,168 |
1.99% |
|
|
| 13 |
ENERGY TRANSFER PRTNRS L P |
229,680 |
7,428 |
1.61% |
|
|
| 14 |
YUM BRANDS INC |
80,000 |
6,548 |
1.42% |
|
|
| 15 |
AMERICAN AIRLS GROUP INC |
149,800 |
6,143 |
1.33% |
|
|
| 16 |
FLUOR CORP NEW |
100,170 |
5,379 |
1.17% |
|
|
| 17 |
ALLERGAN PLC |
19,980 |
5,355 |
1.16% |
|
|
| 18 |
WAL-MART STORES INC |
75,000 |
5,137 |
1.11% |
|
|
| 19 |
COSTCO WHSL CORP NEW |
30,000 |
4,727 |
1.03% |
|
|
| 20 |
BRINKER INTL INC |
99,865 |
4,589 |
1.00% |
|
|
| 21 |
UNITED RENTALS |
70,000 |
4,353 |
0.94% |
|
|
| 22 |
CF INDS HLDGS INC |
124,830 |
3,912 |
0.85% |
|
|
| 23 |
CROWN CASTLE |
43,100 |
3,728 |
0.81% |
|
|
| 24 |
FLOTEK INDS INC DEL COM NEW |
327,000 |
2,397 |
0.52% |
|
|
| 25 |
SOUTHWEST AIRLS CO |
50,000 |
2,240 |
0.49% |
|
|
| 26 |
AMERICAN TOWER CORP NEW |
20,000 |
2,047 |
0.44% |
|
|
| 27 |
BLOOMIN BRANDS INC |
99,865 |
1,685 |
0.37% |
|
|
| 28 |
AMERICAN EAGLE OUTFITTERS IN |
100,000 |
1,667 |
0.36% |
|
|
| 29 |
Gen Motors Co |
50,234 |
1,579 |
0.34% |
|
|
| 30 |
CONCHO RESOURCES |
15,000 |
1,516 |
0.33% |
|
|
| 31 |
NXP SEMICONDUCTORS N V |
16,000 |
1,297 |
0.28% |
|
|
| 32 |
CALPINE CORP |
76,199 |
1,156 |
0.25% |
|
|
| 33 |
PIONEER NAT RES CO |
8,000 |
1,126 |
0.24% |
|
|
| 34 |
SMITH & WESSON HLDG CORP |
35,000 |
932 |
0.20% |
|
|
| 35 |
APPLE INC |
8,050 |
877 |
0.19% |
|
|
| 36 |
MALLINCKRODT PUB LTD CO SHS |
11,300 |
692 |
0.15% |
|
|
| 37 |
LogMeIn Inc |
10,647 |
537 |
0.12% |
|
|
| 38 |
LIONS GATE ENTERTAINMENT ORD |
20,000 |
437 |
0.09% |
|
|
| 39 |
DIAMONDBACK ENERGY |
5,000 |
386 |
0.08% |
|
|
| 40 |
MATADOR RES CO |
14,611 |
277 |
0.06% |
|
|
| 41 |
HI-CRUSH PARTNERS LP |
47,380 |
235 |
0.05% |
|
|
| 42 |
FIREEYE INC |
10,000 |
180 |
0.04% |
|
|
| 43 |
OCLARO INC |
20,000 |
108 |
0.02% |
|
|
| 44 |
ORGANOVO HLDGS INC |
24,000 |
52 |
0.01% |
|
|
