| 1 |
MCKESSON CORP |
140,995 |
26,317 |
8.34% |
|
|
| 2 |
CVS HEALTH CORP |
260,992 |
24,987 |
7.92% |
|
|
| 3 |
ADOBE INC |
181,849 |
17,419 |
5.52% |
|
|
| 4 |
MEDNAX INC |
239,469 |
17,345 |
5.50% |
|
|
| 5 |
LAWSON PRODS INC COM |
835,838 |
16,600 |
5.26% |
|
|
| 6 |
DOLLAR TREE INC |
172,990 |
16,303 |
5.17% |
|
|
| 7 |
BMC STK HLDGS INC |
912,902 |
16,268 |
5.16% |
|
|
| 8 |
ALPHABET INC |
22,651 |
15,677 |
4.97% |
|
|
| 9 |
LOWES COS INC |
189,321 |
14,989 |
4.75% |
|
|
| 10 |
DOLLAR GEN CORP NEW |
151,479 |
14,239 |
4.51% |
|
|
| 11 |
ECOLAB INC |
113,669 |
13,481 |
4.27% |
|
|
| 12 |
ECHO GLOBAL LOGISTICS INC COM |
456,620 |
10,237 |
3.24% |
|
|
| 13 |
RUBICON PROJ INC |
728,200 |
9,940 |
3.15% |
|
|
| 14 |
HOME DEPOT INC |
74,861 |
9,559 |
3.03% |
|
|
| 15 |
UNITED NATURAL FOODSINC |
162,367 |
7,599 |
2.41% |
|
|
| 16 |
CENCORA |
91,691 |
7,273 |
2.30% |
|
|
| 17 |
MASTERCARD INCORPORATED |
80,600 |
7,098 |
2.25% |
|
|
| 18 |
POOL CORPORATION |
74,915 |
7,044 |
2.23% |
|
|
| 19 |
WATSCO INC |
49,441 |
6,956 |
2.20% |
|
|
| 20 |
BLACKROCK INC |
19,673 |
6,739 |
2.14% |
|
|
| 21 |
HD Supply Holdings Inc |
191,481 |
6,667 |
2.11% |
|
|
| 22 |
LKQ CORP |
201,577 |
6,390 |
2.03% |
|
|
| 23 |
FIVE BELOW INC COM |
106,228 |
4,930 |
1.56% |
|
|
| 24 |
MICROSOFT CORP |
84,800 |
4,339 |
1.38% |
|
|
| 25 |
VISA INC |
50,400 |
3,738 |
1.18% |
|
|
| 26 |
PLY GEM HLDGS INC COM |
252,461 |
3,678 |
1.17% |
|
|
| 27 |
MONDELEZ INTL INC |
80,100 |
3,645 |
1.16% |
|
|
| 28 |
PEPSICO INC |
28,900 |
3,062 |
0.97% |
|
|
| 29 |
BROADSOFT INC |
66,639 |
2,734 |
0.87% |
|
|
| 30 |
GENERAL MLS INC |
36,400 |
2,596 |
0.82% |
|
|
| 31 |
ORACLE CORP |
55,900 |
2,288 |
0.73% |
|
|
| 32 |
KELLOGG CO |
20,600 |
1,682 |
0.53% |
|
|
| 33 |
STARBUCKS CORP |
27,000 |
1,542 |
0.49% |
|
|
| 34 |
WAL-MART STORES INC |
10,400 |
759 |
0.24% |
|
|
| 35 |
BEACON ROOFING SUPPLY INC |
13,579 |
618 |
0.20% |
|
|
| 36 |
BLUELINX HLDGS INC |
82,942 |
585 |
0.19% |
|
|
| 37 |
FOGO DE CHAO INC |
17,635 |
230 |
0.07% |
|
|
