| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 21,061 | 14,576,000 | 5.83% | ||
| 2 | TRACTOR SUPPLY CO | 122,352 | 11,156,000 | 4.46% | ||
| 3 | DOLLAR TREE INC | 115,748 | 10,908,000 | 4.37% | ||
| 4 | CERNER CORP | 162,121 | 9,500,000 | 3.80% | ||
| 5 | CARTERS INC | 83,167 | 8,855,000 | 3.54% | ||
| 6 | SIGNATURE BK NEW YORK COM | 70,102 | 8,757,000 | 3.50% | ||
| 7 | HONEYWELL INTL INC | 75,197 | 8,747,000 | 3.50% | ||
| 8 | EAGLE BANCORP INC MD | 181,603 | 8,737,000 | 3.50% | ||
| 9 | NOVO-NORDISK A S | 160,073 | 8,609,000 | 3.45% | ||
| 10 | KIRBY CORP | 136,692 | 8,528,000 | 3.41% | ||
| 11 | FACEBOOK INC CL A | 74,484 | 8,512,000 | 3.41% | ||
| 12 | PRICELINE GRP INC | 6,729 | 8,401,000 | 3.36% | ||
| 13 | COGNIZANT TECHNOLOGY SOLUTIO | 142,108 | 8,134,000 | 3.25% | ||
| 14 | CANADIAN NATL RY CO | 136,555 | 8,065,000 | 3.23% | ||
| 15 | GARTNER INC | 82,752 | 8,061,000 | 3.23% | ||
| 16 | ROSS STORES INC | 137,857 | 7,815,000 | 3.13% | ||
| 17 | METTLER-TOLEDO | 20,960 | 7,649,000 | 3.06% | ||
| 18 | SCHLUMBERGER LTD | 90,851 | 7,184,000 | 2.87% | ||
| 19 | VISA INC CL A COMMON STOCK | 94,471 | 7,007,000 | 2.80% | ||
| 20 | AIR METHODS CORPORATION COM PAR .06 | 186,608 | 6,686,000 | 2.68% | ||
| 21 | SKYWORKS SOLUTIONS INC | 104,799 | 6,632,000 | 2.65% | ||
| 22 | PIONEER NAT RES CO | 43,130 | 6,522,000 | 2.61% | ||
| 23 | EXPRESS SCRIPTS HOLDING COMPAN | 81,043 | 6,143,000 | 2.46% | ||
| 24 | GILEAD SCIENCES INC | 69,260 | 5,778,000 | 2.31% | ||
| 25 | Fortune Brands Home & Security | 98,760 | 5,725,000 | 2.29% | ||
| 26 | CHECK POINT SOFTWARE TECH LT | 70,893 | 5,649,000 | 2.26% | ||
| 27 | LOWES COS INC | 70,483 | 5,580,000 | 2.23% | ||
| 28 | MOHAWK INDS | 29,182 | 5,538,000 | 2.22% | ||
| 29 | VCA INCORPORATED | 80,596 | 5,449,000 | 2.18% | ||
| 30 | MIDDLEBY CORP | 46,996 | 5,416,000 | 2.17% | ||
| 31 | BIOGEN INC | 21,191 | 5,124,000 | 2.05% | ||
| 32 | INSPERITY INCCOM | 60,330 | 4,659,000 | 1.86% | ||
| 33 | DREW INDUSTRIES INC | 36,736 | 3,117,000 | 1.25% | ||
| 34 | VIRTUSA CORP COM | 55,514 | 1,603,000 | 0.64% | ||
| 35 | PAREXEL INTL CORP | 9,287 | 584,000 | 0.23% | ||
| 36 | APPLE INC | 5,115 | 489,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001080351-16-000007, filed 2016.07.29).
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.
