| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SKYWORKS SOLUTIONS INC | 173,557 | 17,059,000 | 5.27% | ||
| 2 | GILEAD SCIENCES INC | 161,126 | 15,811,000 | 4.88% | ||
| 3 | CERNER CORP | 203,916 | 14,939,000 | 4.62% | ||
| 4 | TRACTOR SUPPLY CO | 174,318 | 14,827,000 | 4.58% | ||
| 5 | MCKESSON CORP | 59,965 | 13,564,000 | 4.19% | ||
| 6 | EXPRESS SCRIPTS HOLDING COMPAN | 156,254 | 13,558,000 | 4.19% | ||
| 7 | COGNIZANT TECHNOLOGY SOLUTIO | 208,874 | 13,032,000 | 4.03% | ||
| 8 | VIRTUSA CORP COM | 308,734 | 12,775,000 | 3.95% | ||
| 9 | Synaptics Inc | 155,211 | 12,619,000 | 3.90% | ||
| 10 | BIOGEN INC | 29,537 | 12,472,000 | 3.85% | ||
| 11 | HONEYWELL INTL INC | 117,695 | 12,277,000 | 3.79% | ||
| 12 | CANADIAN NATL RY CO | 175,969 | 11,767,000 | 3.64% | ||
| 13 | GOOGLE INC | 19,844 | 10,875,000 | 3.36% | ||
| 14 | KIRBY CORP | 143,825 | 10,794,000 | 3.33% | ||
| 15 | NOVO-NORDISK A S | 194,192 | 10,368,000 | 3.20% | ||
| 16 | METTLER-TOLEDO | 30,487 | 10,020,000 | 3.10% | ||
| 17 | PRICELINE GRP INC | 8,554 | 9,958,000 | 3.08% | ||
| 18 | ROSS STORES INC | 90,565 | 9,542,000 | 2.95% | ||
| 19 | DOLLAR TREE INC | 115,690 | 9,388,000 | 2.90% | ||
| 20 | AIR METHODS CORPORATION COM PAR .06 | 199,660 | 9,302,000 | 2.87% | ||
| 21 | POLARIS INDS INC | 64,173 | 9,055,000 | 2.80% | ||
| 22 | FEDEX CORP | 54,511 | 9,019,000 | 2.79% | ||
| 23 | OCEANEERING INTL INC | 163,605 | 8,823,000 | 2.73% | ||
| 24 | SIGNATURE BK NEW YORK COM | 67,719 | 8,775,000 | 2.71% | ||
| 25 | WABTEC | 88,420 | 8,401,000 | 2.60% | ||
| 26 | GARTNER INC | 85,491 | 7,168,000 | 2.21% | ||
| 27 | OSI SYSTEMS INC COM | 67,535 | 5,015,000 | 1.55% | ||
| 28 | CELGENE CORP | 41,834 | 4,823,000 | 1.49% | ||
| 29 | TORONTO DOMINION BK ONT | 102,625 | 4,397,000 | 1.36% | ||
| 30 | F5 NETWORKS INC | 37,271 | 4,284,000 | 1.32% | ||
| 31 | ECHO GLOBAL LOGISTIC | 115,886 | 3,159,000 | 0.98% | ||
| 32 | ALIBABA GROUP HLDG LTD | 30,990 | 2,580,000 | 0.80% | ||
| 33 | EXACT SCIENCES CORP | 116,498 | 2,565,000 | 0.79% | ||
| 34 | APPLE INC | 4,970 | 618,000 | 0.19% | ||
| 35 | ADR AMBEV SA SPONSORED ADR | 10,955 | 63,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080351-15-000002, filed 2015.04.29).
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.
