| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLEAN HARBORS INC | 1,570,961 | 100,934,000 | 4.67% | ||
| 2 | WASTE CONNECTIONS INC COM | 2,073,921 | 100,689,000 | 4.66% | ||
| 3 | INGREDION INC | 1,276,902 | 95,819,000 | 4.43% | ||
| 4 | IDEX CORP | 1,176,045 | 94,954,000 | 4.39% | ||
| 5 | KAR AUCTION SVCS INC | 2,949,808 | 94,010,000 | 4.35% | ||
| 6 | COPART INC | 2,341,592 | 84,204,000 | 3.90% | ||
| 7 | ESTERLINE TECHNOLOGIES CORP COM | 608,618 | 70,064,000 | 3.24% | ||
| 8 | UGI CORP NEW | 1,375,822 | 69,479,000 | 3.21% | ||
| 9 | HEICO CORP NEW | 1,573,962 | 63,903,000 | 2.96% | ||
| 10 | RBC BEARINGS INC | 997,143 | 63,867,000 | 2.96% | ||
| 11 | GRACO INC COM | 811,287 | 63,345,000 | 2.93% | ||
| 12 | COVANTA HLDG CORP | 2,976,693 | 61,350,000 | 2.84% | ||
| 13 | SEMTECH CORP COM | 2,092,130 | 54,709,000 | 2.53% | ||
| 14 | ASCENA RETAIL GROUP INC | 3,063,916 | 52,393,000 | 2.42% | ||
| 15 | ENTEGRIS INC | 3,776,004 | 51,901,000 | 2.40% | ||
| 16 | CARDTRONICS INC COM | 1,417,853 | 48,320,000 | 2.24% | ||
| 17 | CABOT CORP | 808,871 | 46,906,000 | 2.17% | ||
| 18 | SIMPSON MFG INC COM | 1,273,090 | 46,290,000 | 2.14% | ||
| 19 | HAEMONETICS CORP MASS COM | 1,297,387 | 45,772,000 | 2.12% | ||
| 20 | TELEDYNE TECHNOLOGIES INC | 463,865 | 45,074,000 | 2.09% | ||
| 21 | WOODWARD INC | 882,864 | 44,302,000 | 2.05% | ||
| 22 | POWER INTEGRATIONS INC COM | 752,731 | 43,312,000 | 2.00% | ||
| 23 | UNITED STATIONERS INC | 1,028,977 | 42,672,000 | 1.97% | ||
| 24 | GENERAC HLDGS INC | 811,263 | 39,541,000 | 1.83% | ||
| 25 | THERMON GROUP HLDGS INC COM | 1,451,100 | 38,193,000 | 1.77% | ||
| 26 | RLI CORP COM | 793,563 | 36,329,000 | 1.68% | ||
| 27 | MID-AM APRTMNT COMM | 496,718 | 36,285,000 | 1.68% | ||
| 28 | ORTHOFIX INTERNATIONAL NV | 910,344 | 33,000,000 | 1.53% | ||
| 29 | CABOT MICROELECTRONICS CP | 717,199 | 32,023,000 | 1.48% | ||
| 30 | HITTITE MICROWAVE | 384,495 | 29,971,000 | 1.39% | ||
| 31 | KENNAMETAL INC | 610,444 | 28,251,000 | 1.31% | ||
| 32 | KAMAN CORP COM | 657,786 | 28,107,000 | 1.30% | ||
| 33 | AMPHENOL CORP NEW CL A | 269,103 | 25,925,000 | 1.20% | ||
| 34 | COGNEX CORP | 674,896 | 25,916,000 | 1.20% | ||
| 35 | ANN INC | 580,005 | 23,861,000 | 1.10% | ||
| 36 | O REILLY AUTOMOTIVE INC NEW | 149,866 | 22,570,000 | 1.04% | ||
| 37 | GENESCO INC COM | 271,639 | 22,310,000 | 1.03% | ||
| 38 | MARKEL CORP | 32,282 | 21,165,000 | 0.98% | ||
| 39 | ANALOGIC CORP COM PAR $0.05 | 234,561 | 18,352,000 | 0.85% | ||
| 40 | AZZ INC COM | 332,641 | 15,328,000 | 0.71% | ||
| 41 | PALL CORP | 165,632 | 14,143,000 | 0.65% | ||
| 42 | DOLLAR TREE INC | 250,760 | 13,656,000 | 0.63% | ||
| 43 | SOLERA HOLDINGS INC | 200,106 | 13,437,000 | 0.62% | ||
| 44 | ATLAS AIR WORLDWIDE HLDGS INC COM NEW | 362,431 | 13,356,000 | 0.62% | ||
| 45 | PDF SOLUTIONS INC COM | 608,686 | 12,916,000 | 0.60% | ||
| 46 | Iron Mountain Inc New | 347,406 | 12,316,000 | 0.57% | ||
| 47 | HENRY SCHEIN INC | 98,788 | 11,722,000 | 0.54% | ||
| 48 | LINEAR TECH | 239,452 | 11,271,000 | 0.52% | ||
| 49 | TITAN INTL INC ILL COM | 601,870 | 10,123,000 | 0.47% | ||
| 50 | PRECISION CASTPARTS | 37,819 | 9,546,000 | 0.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-031891, filed 2014.08.12).
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.
