| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VIRTUSA CORP COM | 312,708 | 16,045,000 | 5.60% | ||
| 2 | SKYWORKS SOLUTIONS INC | 172,768 | 14,549,000 | 5.08% | ||
| 3 | COGNIZANT TECHNOLOGY SOLUTIO | 214,290 | 13,417,000 | 4.69% | ||
| 4 | CERNER CORP | 209,531 | 12,563,000 | 4.39% | ||
| 5 | EXPRESS SCRIPTS HOLDING COMPAN | 153,968 | 12,465,000 | 4.35% | ||
| 6 | GOOGLE INC | 20,475 | 12,457,000 | 4.35% | ||
| 7 | GILEAD SCIENCES INC | 125,339 | 12,307,000 | 4.30% | ||
| 8 | HONEYWELL INTL INC | 122,342 | 11,585,000 | 4.05% | ||
| 9 | MCKESSON CORP | 60,240 | 11,146,000 | 3.89% | ||
| 10 | PRICELINE GRP INC | 8,836 | 10,929,000 | 3.82% | ||
| 11 | NOVO-NORDISK A S | 198,133 | 10,747,000 | 3.75% | ||
| 12 | TRACTOR SUPPLY CO | 127,012 | 10,710,000 | 3.74% | ||
| 13 | WABTEC | 119,292 | 10,504,000 | 3.67% | ||
| 14 | CELGENE CORP | 89,482 | 9,679,000 | 3.38% | ||
| 15 | SIGNATURE BK NEW YORK COM | 69,671 | 9,584,000 | 3.35% | ||
| 16 | Synaptics Inc | 113,812 | 9,385,000 | 3.28% | ||
| 17 | KIRBY CORP | 143,314 | 8,878,000 | 3.10% | ||
| 18 | BIOGEN INC | 30,314 | 8,846,000 | 3.09% | ||
| 19 | OSI SYSTEMS INC COM | 111,973 | 8,617,000 | 3.01% | ||
| 20 | FEDEX CORP | 55,165 | 7,943,000 | 2.77% | ||
| 21 | DOLLAR TREE INC | 117,462 | 7,830,000 | 2.74% | ||
| 22 | GARTNER INC | 84,094 | 7,058,000 | 2.47% | ||
| 23 | ROSS STORES INC | 143,097 | 6,936,000 | 2.42% | ||
| 24 | AIR METHODS CORPORATION COM PAR .06 | 202,342 | 6,898,000 | 2.41% | ||
| 25 | CANADIAN NATL RY CO | 110,516 | 6,273,000 | 2.19% | ||
| 26 | METTLER-TOLEDO | 21,241 | 6,048,000 | 2.11% | ||
| 27 | BANK OF THE OZARKS | 120,582 | 5,277,000 | 1.84% | ||
| 28 | CARTERS INC | 49,434 | 4,481,000 | 1.57% | ||
| 29 | F5 NETWORKS INC | 37,927 | 4,392,000 | 1.53% | ||
| 30 | EAGLE BANCORP INC MD | 76,862 | 3,497,000 | 1.22% | ||
| 31 | HIBBETT INC COM | 72,965 | 2,555,000 | 0.89% | ||
| 32 | EXACT SCIENCES CORP | 117,959 | 2,122,000 | 0.74% | ||
| 33 | APPLE INC | 4,983 | 550,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080351-15-000004, filed 2015.11.12).
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.
