| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COPART INC | 1,603,443 | 99,301,000 | 5.24% | ||
| 2 | KAR AUCTION SVCS INC | 2,078,278 | 90,758,000 | 4.79% | ||
| 3 | INGREDION INC | 687,402 | 82,784,000 | 4.37% | ||
| 4 | HEICO CORP NEW | 1,099,484 | 82,461,000 | 4.35% | ||
| 5 | ENTEGRIS INC | 3,397,019 | 79,490,000 | 4.19% | ||
| 6 | IDEX CORP | 797,313 | 74,557,000 | 3.93% | ||
| 7 | UGI CORP NEW | 1,489,077 | 73,560,000 | 3.88% | ||
| 8 | CLEAN HARBORS INC | 1,231,985 | 68,523,000 | 3.61% | ||
| 9 | RBC BEARINGS INC | 659,586 | 64,039,000 | 3.38% | ||
| 10 | WOODWARD INC | 836,047 | 56,784,000 | 2.99% | ||
| 11 | GRACO INC | 602,986 | 56,765,000 | 2.99% | ||
| 12 | CARDTRONICS PLC SHS CL A | 1,183,006 | 55,306,000 | 2.92% | ||
| 13 | HELEN OF TROY CORP LTD | 520,961 | 49,075,000 | 2.59% | ||
| 14 | WASTE CONNECTIONS INC | 489,311 | 43,167,000 | 2.28% | ||
| 15 | TELEDYNE TECHNOLOGIES INC | 321,809 | 40,696,000 | 2.15% | ||
| 16 | COGNEX CORP | 445,190 | 37,374,000 | 1.97% | ||
| 17 | CABOT CORP | 620,137 | 37,152,000 | 1.96% | ||
| 18 | MID AMER APT CMNTYS INC | 364,163 | 37,050,000 | 1.95% | ||
| 19 | ESTERLINE TECHNOLOGIES CORP | 425,098 | 36,580,000 | 1.93% | ||
| 20 | SIMPSON MFG INC COM | 841,841 | 36,275,000 | 1.91% | ||
| 21 | DORMAN PRODUCTS INC | 431,672 | 35,453,000 | 1.87% | ||
| 22 | POWER INTEGRATIONS INC COM | 528,346 | 34,739,000 | 1.83% | ||
| 23 | COVANTA HLDG CORP | 2,155,550 | 33,842,000 | 1.78% | ||
| 24 | EMERGENT BIOSOLUTIONS INC | 1,134,332 | 32,941,000 | 1.74% | ||
| 25 | HALOZYME THERAPEUTICS INC | 2,318,433 | 30,047,000 | 1.58% | ||
| 26 | LEGACY TEX FINL GROUP INC | 688,487 | 27,471,000 | 1.45% | ||
| 27 | RLI CORP | 454,314 | 27,268,000 | 1.44% | ||
| 28 | CHEMICAL FINANCIAL CORPORATION | 530,303 | 27,125,000 | 1.43% | ||
| 29 | KAMAN CORP COM | 537,526 | 25,871,000 | 1.36% | ||
| 30 | SENSIENT TECHNOLOGIES CORP | 315,450 | 25,003,000 | 1.32% | ||
| 31 | PDF SOLUTIONS INC COM | 1,086,382 | 24,574,000 | 1.30% | ||
| 32 | CABOT MICROELECTRONICS CP | 304,575 | 23,333,000 | 1.23% | ||
| 33 | FCB FINL HLDGS INC CL A | 463,190 | 22,951,000 | 1.21% | ||
| 34 | AMPHENOL CORP NEW | 315,730 | 22,471,000 | 1.19% | ||
| 35 | ANALOGIC CORP COM PAR $0.05 | 250,247 | 18,994,000 | 1.00% | ||
| 36 | UNITED CMNTY BKS BLAIRSVLE GA COM | 620,558 | 17,183,000 | 0.91% | ||
| 37 | MINERALS TECHNOLOGIES INC | 206,046 | 15,783,000 | 0.83% | ||
| 38 | DOLLAR TREE INC | 197,683 | 15,510,000 | 0.82% | ||
| 39 | KEYW HLDG CORP | 1,498,969 | 14,150,000 | 0.75% | ||
| 40 | MARKEL CORP | 14,394 | 14,047,000 | 0.74% | ||
| 41 | BWX TECHNOLOGIES INC COM | 290,825 | 13,843,000 | 0.73% | ||
| 42 | THERMON GROUP HLDGS INC COM | 647,868 | 13,502,000 | 0.71% | ||
| 43 | AZZ INC | 217,722 | 12,954,000 | 0.68% | ||
| 44 | FMC | 178,012 | 12,388,000 | 0.65% | ||
| 45 | GENESCO INC COM | 221,113 | 12,261,000 | 0.65% | ||
| 46 | ROCKWELL COLLINS INC | 121,014 | 11,758,000 | 0.62% | ||
| 47 | HENRY SCHEIN INC | 68,677 | 11,673,000 | 0.62% | ||
| 48 | AMETEK INC NEW | 208,505 | 11,276,000 | 0.59% | ||
| 49 | OMNICELL INC | 270,440 | 10,993,000 | 0.58% | ||
| 50 | GENESEE AND WYOMING INC INC CL A | 148,274 | 10,062,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-019987, filed 2017.05.12).
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.
