| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MIDDLEBY CORP | 82,155 | 21,706,000 | 2.29% | ||
| 2 | COSTAR GROUP | 110,797 | 20,690,000 | 2.19% | ||
| 3 | LIGAND PHARMACEUTICALS INC | 296,095 | 19,918,000 | 2.10% | ||
| 4 | Ultimate Software Group Inc | 140,091 | 19,192,000 | 2.03% | ||
| 5 | CENTENE CORP DEL | 287,630 | 17,905,000 | 1.89% | ||
| 6 | FLOTEK INDS INC DEL COM NEW | 621,625 | 17,312,000 | 1.83% | ||
| 7 | POLYONE CORP | 470,149 | 17,236,000 | 1.82% | ||
| 8 | GRAND CANYON ED INC | 331,043 | 15,460,000 | 1.63% | ||
| 9 | ASPEN TECHNOLOGY INC | 346,805 | 14,691,000 | 1.55% | ||
| 10 | DEALERTRACK TECHNOLOGIES INC | 293,685 | 14,446,000 | 1.53% | ||
| 11 | GENTHERM INC COM | 402,014 | 13,958,000 | 1.47% | ||
| 12 | NOVADAQ TECHNOLOGIES INC | 614,781 | 13,697,000 | 1.45% | ||
| 13 | SIGNATURE BANK | 108,206 | 13,590,000 | 1.44% | ||
| 14 | FEI COMPANY | 130,373 | 13,431,000 | 1.42% | ||
| 15 | PACIRA BIOSCIENCES INC | 187,300 | 13,109,000 | 1.38% | ||
| 16 | GLOBUS MED INC | 491,205 | 13,061,000 | 1.38% | ||
| 17 | U S SILICA HLDGS INC COM | 341,847 | 13,048,000 | 1.38% | ||
| 18 | PAPA JOHNS INTL INC COM | 246,498 | 12,845,000 | 1.36% | ||
| 19 | MAXIMUS INC | 280,940 | 12,603,000 | 1.33% | ||
| 20 | CHUYS HLDGS INC | 286,124 | 12,343,000 | 1.30% | ||
| 21 | MONRO INC COM | 216,210 | 12,298,000 | 1.30% | ||
| 22 | ELECTRONICS FOR IMAGING INC | 278,145 | 12,046,000 | 1.27% | ||
| 23 | DORMAN PRODS INC COM | 201,461 | 11,898,000 | 1.26% | ||
| 24 | MWI VETERINARY SUP | 76,298 | 11,873,000 | 1.25% | ||
| 25 | MANHATTAN ASSOCIATES INC | 336,228 | 11,778,000 | 1.24% | ||
| 26 | GUIDEWIRE SOFTWARE INC | 239,471 | 11,746,000 | 1.24% | ||
| 27 | HEXCEL CORP NEW COM | 268,330 | 11,683,000 | 1.23% | ||
| 28 | CUBIST PHARMACEUTI | 155,198 | 11,353,000 | 1.20% | ||
| 29 | OPENTABLE INC | 147,035 | 11,311,000 | 1.19% | ||
| 30 | VASCULAR SOLUTIONS INC COM | 430,387 | 11,272,000 | 1.19% | ||
| 31 | TRIMBLE INC | 281,711 | 10,950,000 | 1.16% | ||
| 32 | MEDIDATA SOLUTIONS INC | 199,392 | 10,835,000 | 1.14% | ||
| 33 | MARKETAXESS HLDGS INC | 181,212 | 10,731,000 | 1.13% | ||
| 34 | CIENA CORP COM NEW | 458,563 | 10,428,000 | 1.10% | ||
| 35 | CARRIZO OIL & GAS INC | 193,945 | 10,368,000 | 1.10% | ||
| 36 | HEALTHCARE SVCS GROUP INC COM | 338,936 | 9,849,000 | 1.04% | ||
| 37 | STERICYCLE | 86,447 | 9,822,000 | 1.04% | ||
| 38 | UNITED NATURAL FOODSINC | 136,570 | 9,686,000 | 1.02% | ||
| 39 | TEAM HEALTH HOLDINGS INCORPORATED | 216,304 | 9,680,000 | 1.02% | ||
| 40 | InvenSense, Inc. | 403,190 | 9,544,000 | 1.01% | ||
| 41 | EURONET WORLDWIDE INC | 224,245 | 9,326,000 | 0.99% | ||
| 42 | TYLER TECHNOLOGIES INC | 110,537 | 9,250,000 | 0.98% | ||
| 43 | MASTEC INC | 211,740 | 9,198,000 | 0.97% | ||
| 44 | ENCORE CAP GROUP INC COM | 201,075 | 9,189,000 | 0.97% | ||
| 45 | WAGEWORKS INC COM | 163,600 | 9,180,000 | 0.97% | ||
| 46 | HEARTLAND PMT SYS INC | 219,520 | 9,099,000 | 0.96% | ||
| 47 | On Assignment Inc | 232,970 | 8,990,000 | 0.95% | ||
| 48 | ALLOT COMMUNICATIONS LTD | 656,920 | 8,842,000 | 0.93% | ||
| 49 | LITTELFUSE INC COM | 93,900 | 8,793,000 | 0.93% | ||
| 50 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 247,358 | 8,789,000 | 0.93% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001055977-14-000003, filed 2014.05.15).
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.