| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SKYWORKS SOLUTIONS INC | 339,365 | 12,733,000 | 4.35% | ||
| 2 | EXPRESS SCRIPTS HOLDING COMPAN | 164,404 | 12,345,000 | 4.22% | ||
| 3 | OCEANEERING INTL INC | 159,006 | 11,426,000 | 3.90% | ||
| 4 | KIRBY CORP | 110,107 | 11,148,000 | 3.81% | ||
| 5 | TRACTOR SUPPLY CO | 155,892 | 11,011,000 | 3.76% | ||
| 6 | BIOGEN INC | 35,741 | 10,932,000 | 3.73% | ||
| 7 | GILEAD SCIENCES INC | 148,338 | 10,511,000 | 3.59% | ||
| 8 | QUANTA SVCS INC | 279,591 | 10,317,000 | 3.52% | ||
| 9 | CERNER CORP | 181,733 | 10,222,000 | 3.49% | ||
| 10 | COGNIZANT TECHNOLOGY SOLUTIO | 197,404 | 9,989,000 | 3.41% | ||
| 11 | HONEYWELL INTL INC | 106,163 | 9,848,000 | 3.36% | ||
| 12 | DOLLAR TREE INC | 186,081 | 9,710,000 | 3.32% | ||
| 13 | CANADIAN NATL RY CO | 164,479 | 9,247,000 | 3.16% | ||
| 14 | Micros Systems | 172,356 | 9,123,000 | 3.12% | ||
| 15 | AIR METHODS CORPORATION COM PAR .06 | 170,717 | 9,121,000 | 3.12% | ||
| 16 | ROSS STORES INC | 119,948 | 8,585,000 | 2.93% | ||
| 17 | VIRTUSA CORP COM | 244,571 | 8,196,000 | 2.80% | ||
| 18 | GARTNER INC | 117,189 | 8,138,000 | 2.78% | ||
| 19 | INTUIT | 104,321 | 8,109,000 | 2.77% | ||
| 20 | DORMAN PRODS INC COM | 135,301 | 7,991,000 | 2.73% | ||
| 21 | POLARIS INDS INC | 56,977 | 7,960,000 | 2.72% | ||
| 22 | FMC TECHNOLOGIES INC | 148,324 | 7,756,000 | 2.65% | ||
| 23 | NOVO-NORDISK A S | 169,177 | 7,723,000 | 2.64% | ||
| 24 | METTLER-TOLEDO | 32,029 | 7,549,000 | 2.58% | ||
| 25 | MCKESSON CORP | 42,604 | 7,523,000 | 2.57% | ||
| 26 | SYNTEL INC | 75,345 | 6,774,000 | 2.31% | ||
| 27 | NIC Inc | 311,544 | 6,016,000 | 2.06% | ||
| 28 | PETSMART | 86,831 | 5,984,000 | 2.04% | ||
| 29 | PANERA BREAD CO | 32,652 | 5,762,000 | 1.97% | ||
| 30 | IHS Markit Ltd. | 42,809 | 5,201,000 | 1.78% | ||
| 31 | TORONTO DOMINION BK ONT | 99,325 | 4,663,000 | 1.59% | ||
| 32 | SIGNATURE BK NEW YORK COM | 36,105 | 4,534,000 | 1.55% | ||
| 33 | ENERSYS | 63,138 | 4,375,000 | 1.49% | ||
| 34 | Synaptics Inc | 60,795 | 3,649,000 | 1.25% | ||
| 35 | Silicom Ltd | 58,159 | 3,608,000 | 1.23% | ||
| 36 | STERLING MED SYS INC COM NEW | 27,963 | 2,967,000 | 1.01% | ||
| 37 | EXACT SCIENCES CORP | 108,720 | 1,541,000 | 0.53% | ||
| 38 | APPLE INC | 698 | 375,000 | 0.13% | ||
| 39 | ADR AMBEV SA SPONSORED ADR | 11,554 | 86,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080351-14-000002, filed 2014.05.07).
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.
