| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WASTE CONNECTIONS INC COM | 1,834,721 | 89,021,000 | 4.98% | ||
| 2 | INGREDION INC | 1,141,637 | 86,525,000 | 4.84% | ||
| 3 | KAR AUCTION SVCS INC | 2,735,528 | 78,318,000 | 4.38% | ||
| 4 | IDEX CORP | 1,051,955 | 76,130,000 | 4.26% | ||
| 5 | CLEAN HARBORS INC | 1,407,536 | 75,894,000 | 4.24% | ||
| 6 | COPART INC | 2,113,557 | 66,186,000 | 3.70% | ||
| 7 | ESTERLINE TECHNOLOGIES CORP COM | 561,009 | 62,423,000 | 3.49% | ||
| 8 | UGI CORP NEW | 1,827,102 | 62,286,000 | 3.48% | ||
| 9 | HEICO CORP NEW | 1,422,070 | 57,309,000 | 3.20% | ||
| 10 | COVANTA HLDG CORP | 2,569,873 | 54,533,000 | 3.05% | ||
| 11 | RBC BEARINGS INC | 958,546 | 54,350,000 | 3.04% | ||
| 12 | GRACO INC COM | 728,625 | 53,175,000 | 2.97% | ||
| 13 | SEMTECH CORP COM | 1,939,740 | 52,664,000 | 2.94% | ||
| 14 | CARDTRONICS INC COM | 1,261,473 | 44,404,000 | 2.48% | ||
| 15 | ENTEGRIS INC | 3,769,894 | 43,354,000 | 2.42% | ||
| 16 | TELEDYNE TECHNOLOGIES INC | 429,535 | 40,381,000 | 2.26% | ||
| 17 | GENERAC HLDGS INC | 993,108 | 40,261,000 | 2.25% | ||
| 18 | HAEMONETICS CORP MASS COM | 1,144,687 | 39,972,000 | 2.23% | ||
| 19 | WOODWARD INC | 814,864 | 38,804,000 | 2.17% | ||
| 20 | POWER INTEGRATIONS INC COM | 688,746 | 37,130,000 | 2.08% | ||
| 21 | CABOT CORP | 722,080 | 36,660,000 | 2.05% | ||
| 22 | ASCENA RETAIL GROUP INC | 2,738,364 | 36,420,000 | 2.04% | ||
| 23 | SIMPSON MFG INC COM | 1,181,770 | 34,449,000 | 1.93% | ||
| 24 | UNITED STATIONERS INC | 912,040 | 34,265,000 | 1.92% | ||
| 25 | THERMON GROUP HLDGS INC COM | 1,375,493 | 33,590,000 | 1.88% | ||
| 26 | RLI CORP COM | 746,155 | 32,301,000 | 1.81% | ||
| 27 | MID-AM APRTMNT COMM | 440,153 | 28,896,000 | 1.62% | ||
| 28 | CABOT MICROELECTRONICS CP | 650,359 | 26,957,000 | 1.51% | ||
| 29 | ORTHOFIX INTERNATIONAL NV | 842,084 | 26,071,000 | 1.46% | ||
| 30 | COGNEX CORP | 621,136 | 25,013,000 | 1.40% | ||
| 31 | KAMAN CORP COM | 609,306 | 23,946,000 | 1.34% | ||
| 32 | ANN INC | 538,650 | 22,155,000 | 1.24% | ||
| 33 | KENNAMETAL INC | 532,654 | 22,004,000 | 1.23% | ||
| 34 | AMPHENOL CORP NEW CL A | 196,768 | 19,649,000 | 1.10% | ||
| 35 | GENESCO INC COM | 249,714 | 18,666,000 | 1.04% | ||
| 36 | PDF SOLUTIONS INC COM | 1,281,936 | 16,165,000 | 0.90% | ||
| 37 | ANALOGIC CORP COM PAR $0.05 | 248,869 | 15,918,000 | 0.89% | ||
| 38 | O REILLY AUTOMOTIVE INC NEW | 105,581 | 15,875,000 | 0.89% | ||
| 39 | MARKEL CORP | 24,302 | 15,460,000 | 0.86% | ||
| 40 | AZZ INC COM | 308,526 | 12,887,000 | 0.72% | ||
| 41 | ATLAS AIR WORLDWIDE HLDGS INC COM NEW | 339,086 | 11,197,000 | 0.63% | ||
| 42 | DOLLAR TREE INC | 191,350 | 10,729,000 | 0.60% | ||
| 43 | PALL CORP | 117,502 | 9,835,000 | 0.55% | ||
| 44 | SOLERA HOLDINGS INC | 161,726 | 9,115,000 | 0.51% | ||
| 45 | LINEAR TECH | 182,947 | 8,121,000 | 0.45% | ||
| 46 | HENRY SCHEIN INC | 68,703 | 8,002,000 | 0.45% | ||
| 47 | PRECISION CASTPARTS | 32,857 | 7,783,000 | 0.44% | ||
| 48 | ARC DOCUMENT SOLUTIONS INC COM | 876,587 | 7,100,000 | 0.40% | ||
| 49 | KULICKE & SOFFA INDS INC COM | 466,080 | 6,632,000 | 0.37% | ||
| 50 | Iron Mountain Inc New | 189,146 | 6,176,000 | 0.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-040899, filed 2014.11.10).
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.
