| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COPART INC | 1,474,044 | 81,677,000 | 4.96% | ||
| 2 | KAR AUCTION SVCS INC | 1,895,659 | 80,793,000 | 4.91% | ||
| 3 | INGREDION INC | 623,002 | 77,850,000 | 4.73% | ||
| 4 | HEICO CORP NEW | 1,029,406 | 69,897,000 | 4.25% | ||
| 5 | IDEX CORP | 752,698 | 67,788,000 | 4.12% | ||
| 6 | UGI CORP NEW | 1,388,555 | 63,985,000 | 3.89% | ||
| 7 | RBC BEARINGS INC | 664,989 | 61,718,000 | 3.75% | ||
| 8 | CLEAN HARBORS INC | 1,102,211 | 61,338,000 | 3.73% | ||
| 9 | ENTEGRIS INC | 3,126,758 | 55,969,000 | 3.40% | ||
| 10 | CARDTRONICS PLC SHS CL A | 1,023,312 | 55,842,000 | 3.39% | ||
| 11 | WOODWARD INC | 772,338 | 53,330,000 | 3.24% | ||
| 12 | GRACO INC COM | 566,710 | 47,088,000 | 2.86% | ||
| 13 | ESTERLINE TECHNOLOGIES CORP COM | 464,441 | 41,428,000 | 2.52% | ||
| 14 | HELEN OF TROY LTD | 476,505 | 40,241,000 | 2.44% | ||
| 15 | TELEDYNE TECHNOLOGIES INC | 323,573 | 39,799,000 | 2.42% | ||
| 16 | WASTE CONNECTIONS INC | 498,332 | 39,164,000 | 2.38% | ||
| 17 | SIMPSON MFG INC COM | 845,773 | 37,003,000 | 2.25% | ||
| 18 | POWER INTEGRATIONS INC COM | 532,533 | 36,132,000 | 2.20% | ||
| 19 | COVANTA HLDG CORP | 2,065,243 | 32,218,000 | 1.96% | ||
| 20 | DORMAN PRODS INC COM | 435,174 | 31,794,000 | 1.93% | ||
| 21 | EMERGENT BIOSOLUTIONS INC COM | 962,696 | 31,615,000 | 1.92% | ||
| 22 | MID-AM APRTMNT COMM | 316,001 | 30,943,000 | 1.88% | ||
| 23 | LEGACY TEX FINL GROUP INC COM | 693,666 | 29,869,000 | 1.81% | ||
| 24 | CABOT CORP | 574,412 | 29,031,000 | 1.76% | ||
| 25 | RLI CORP COM | 457,585 | 28,887,000 | 1.75% | ||
| 26 | COGNEX CORP | 447,658 | 28,480,000 | 1.73% | ||
| 27 | KAMAN CORP COM | 540,576 | 26,450,000 | 1.61% | ||
| 28 | SENSIENT TECHNOLOGIES CORP | 318,085 | 24,995,000 | 1.52% | ||
| 29 | PDF SOLUTIONS INC COM | 1,093,060 | 24,649,000 | 1.50% | ||
| 30 | CHEMICAL FINANCIAL CORPORATION | 442,744 | 23,983,000 | 1.46% | ||
| 31 | FCB FINL HLDGS INC | 466,911 | 22,272,000 | 1.35% | ||
| 32 | HALOZYME THERAPEUTICS INC | 2,144,549 | 21,188,000 | 1.29% | ||
| 33 | ANALOGIC CORP COM PAR $0.05 | 252,286 | 20,927,000 | 1.27% | ||
| 34 | CABOT MICROELECTRONICS CP | 307,359 | 19,416,000 | 1.18% | ||
| 35 | UNITED CMNTY BKS BLAIRSVLE GA COM | 627,492 | 18,586,000 | 1.13% | ||
| 36 | MINERALS TECHNOLOGIES INC | 204,889 | 15,828,000 | 0.96% | ||
| 37 | THERMON GROUP HLDGS INC COM | 732,312 | 13,980,000 | 0.85% | ||
| 38 | AZZ INC COM | 217,554 | 13,902,000 | 0.84% | ||
| 39 | GENESCO INC COM | 221,850 | 13,777,000 | 0.84% | ||
| 40 | AMPHENOL CORP NEW CL A | 196,651 | 13,215,000 | 0.80% | ||
| 41 | KEYW HLDG CORP | 1,064,182 | 12,547,000 | 0.76% | ||
| 42 | DOLLAR TREE INC | 124,412 | 9,602,000 | 0.58% | ||
| 43 | MARKEL CORP | 9,929 | 8,981,000 | 0.55% | ||
| 44 | OMNICELL COM COM | 231,227 | 7,839,000 | 0.48% | ||
| 45 | BWX TECHNOLOGIES INC COM | 166,039 | 6,592,000 | 0.40% | ||
| 46 | AMERITRADE HOLD | 138,243 | 6,027,000 | 0.37% | ||
| 47 | HENRY SCHEIN INC | 38,620 | 5,859,000 | 0.36% | ||
| 48 | AMETEK | 114,648 | 5,572,000 | 0.34% | ||
| 49 | GENESEE AND WYOMING INC INC CL A | 72,332 | 5,021,000 | 0.31% | ||
| 50 | LKQ CORP | 159,123 | 4,877,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-006160, 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.
