| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SKYWORKS SOLUTIONS INC | 172,190 | 17,925,000 | 5.46% | ||
| 2 | VIRTUSA CORP COM | 313,424 | 16,110,000 | 4.91% | ||
| 3 | TRACTOR SUPPLY CO | 174,034 | 15,653,000 | 4.77% | ||
| 4 | CERNER CORP | 207,845 | 14,354,000 | 4.38% | ||
| 5 | GILEAD SCIENCES INC | 122,173 | 14,304,000 | 4.36% | ||
| 6 | EXPRESS SCRIPTS HOLDING COMPAN | 152,994 | 13,607,000 | 4.15% | ||
| 7 | MCKESSON CORP | 60,420 | 13,583,000 | 4.14% | ||
| 8 | COGNIZANT TECHNOLOGY SOLUTIO | 211,351 | 12,911,000 | 3.94% | ||
| 9 | HONEYWELL INTL INC | 118,986 | 12,133,000 | 3.70% | ||
| 10 | BIOGEN INC | 29,946 | 12,096,000 | 3.69% | ||
| 11 | KIRBY CORP | 143,899 | 11,031,000 | 3.36% | ||
| 12 | NOVO-NORDISK A S | 195,657 | 10,714,000 | 3.27% | ||
| 13 | GOOGLE INC | 20,047 | 10,435,000 | 3.18% | ||
| 14 | METTLER-TOLEDO | 29,671 | 10,131,000 | 3.09% | ||
| 15 | CANADIAN NATL RY CO | 175,235 | 10,120,000 | 3.09% | ||
| 16 | SIGNATURE BK NEW YORK COM | 68,383 | 10,011,000 | 3.05% | ||
| 17 | PRICELINE GRP INC | 8,621 | 9,926,000 | 3.03% | ||
| 18 | Synaptics Inc | 112,137 | 9,726,000 | 2.97% | ||
| 19 | POLARIS INDS INC | 64,608 | 9,569,000 | 2.92% | ||
| 20 | FEDEX CORP | 54,808 | 9,339,000 | 2.85% | ||
| 21 | DOLLAR TREE INC | 115,242 | 9,103,000 | 2.78% | ||
| 22 | WABTEC | 89,530 | 8,437,000 | 2.57% | ||
| 23 | AIR METHODS CORPORATION COM PAR .06 | 200,307 | 8,281,000 | 2.52% | ||
| 24 | OCEANEERING INTL INC | 162,420 | 7,567,000 | 2.31% | ||
| 25 | ECHO GLOBAL LOGISTIC | 223,334 | 7,294,000 | 2.22% | ||
| 26 | GARTNER INC | 84,435 | 7,243,000 | 2.21% | ||
| 27 | ROSS STORES INC | 140,127 | 6,812,000 | 2.08% | ||
| 28 | BANK OF THE OZARKS | 118,650 | 5,428,000 | 1.65% | ||
| 29 | CELGENE CORP | 42,393 | 4,906,000 | 1.50% | ||
| 30 | OSI SYSTEMS INC COM | 68,242 | 4,831,000 | 1.47% | ||
| 31 | F5 NETWORKS INC | 37,502 | 4,513,000 | 1.38% | ||
| 32 | EXACT SCIENCES CORP | 117,642 | 3,499,000 | 1.07% | ||
| 33 | EAGLE BANCORP INC MD | 71,111 | 3,126,000 | 0.95% | ||
| 34 | ALIBABA GROUP HLDG LTD | 31,594 | 2,599,000 | 0.79% | ||
| 35 | APPLE INC | 4,983 | 625,000 | 0.19% | ||
| 36 | ADR AMBEV SA SPONSORED ADR | 10,955 | 67,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080351-15-000003, filed 2015.07.30).
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.
