| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AUTODESK | 6,639,704 | 293,077,000 | 4.50% | ||
| 2 | BAIDU INC | 1,761,151 | 242,000,000 | 3.72% | ||
| 3 | GNC HLDGS INC | 5,188,026 | 209,700,000 | 3.22% | ||
| 4 | AMERICAN INTL GROUP INC | 3,651,600 | 207,484,000 | 3.19% | Call | |
| 5 | KEURIG GREEN MTN INC | 3,722,587 | 194,096,000 | 2.98% | ||
| 6 | TRIPADVISOR INC | 3,045,342 | 191,917,000 | 2.95% | ||
| 7 | GENPACT LIMITED | 8,023,745 | 189,441,000 | 2.91% | ||
| 8 | MICHAEL KORS HLDGS LTD | 4,175,276 | 176,364,000 | 2.71% | ||
| 9 | GOOGLE INC | 285,344 | 173,609,000 | 2.67% | ||
| 10 | MENS WEARHOUSE INC | 3,977,858 | 169,139,000 | 2.60% | ||
| 11 | ZYNGA INC | 73,157,149 | 166,798,000 | 2.56% | ||
| 12 | FOSSIL GROUP INC | 2,969,377 | 165,929,000 | 2.55% | ||
| 13 | MICROSTRATEGY INC CL A NEW | 782,529 | 153,743,000 | 2.36% | ||
| 14 | Pandora Media Inc | 7,024,923 | 149,912,000 | 2.30% | ||
| 15 | SMUCKER J M CO | 1,313,925 | 149,906,000 | 2.30% | ||
| 16 | INTERXION HOLDING N.V | 5,527,151 | 149,675,000 | 2.30% | ||
| 17 | YAHOO INC | 4,922,466 | 142,308,000 | 2.19% | ||
| 18 | MONSANTO CO NEW | 1,648,463 | 140,680,000 | 2.16% | ||
| 19 | COPART INC | 4,271,260 | 140,524,000 | 2.16% | ||
| 20 | GROUP 1 AUTOMOTIVE INC COM | 1,609,605 | 137,058,000 | 2.11% | ||
| 21 | Arris Group Inc | 4,958,950 | 128,784,000 | 1.98% | ||
| 22 | WEBSTER FINL CORP CONN | 3,571,549 | 127,254,000 | 1.96% | ||
| 23 | INTERCONTINENTAL EXCHANGE IN | 522,125 | 122,694,000 | 1.89% | ||
| 24 | AMERICAN INTL GROUP INC | 2,105,553 | 119,638,000 | 1.84% | ||
| 25 | FOREST CITY ENTERPRISES A | 5,736,836 | 115,483,000 | 1.78% | ||
| 26 | LINKEDIN CORP COM CL A | 606,560 | 115,325,000 | 1.77% | ||
| 27 | YUM BRANDS INC | 1,438,370 | 114,998,000 | 1.77% | ||
| 28 | CARNIVAL CORP | 2,273,207 | 112,978,000 | 1.74% | ||
| 29 | S&P GLOBAL INC | 1,294,729 | 111,994,000 | 1.72% | ||
| 30 | EQUINIX | 406,381 | 111,105,000 | 1.71% | ||
| 31 | KAR AUCTION SVCS INC | 3,061,760 | 108,692,000 | 1.67% | ||
| 32 | HOMEAWAY INC | 4,023,870 | 106,794,000 | 1.64% | ||
| 33 | PTC | 3,175,796 | 100,800,000 | 1.55% | ||
| 34 | TAKE-TWO INTERACTIVE SOFTWARE COM | 3,470,099 | 99,696,000 | 1.53% | ||
| 35 | ACTIVISION BLIZZARD INC | 2,992,673 | 92,444,000 | 1.42% | ||
| 36 | ASBURY AUTOMOTIVE GROUP INC COM | 1,137,097 | 92,275,000 | 1.42% | ||
| 37 | AUTONATION | 1,569,081 | 91,289,000 | 1.40% | ||
| 38 | EBAY INC | 3,521,406 | 86,063,000 | 1.32% | ||
| 39 | YELP INC | 3,963,299 | 85,845,000 | 1.32% | ||
| 40 | FIDELITY NATIONAL FINANCIAL FNFV GROUP COM | 7,192,113 | 84,292,000 | 1.30% | ||
| 41 | THERMO FISHER SCIENTIFIC INC | 688,888 | 84,237,000 | 1.29% | ||
| 42 | PAYPAL HLDGS INC | 2,535,141 | 78,691,000 | 1.21% | ||
| 43 | WYNN RESORTS LTD | 1,413,666 | 75,094,000 | 1.15% | ||
| 44 | CTRIP COM INTL LTD | 1,150,056 | 72,661,000 | 1.12% | ||
| 45 | AXALTA COATING SYS LTD | 2,712,104 | 68,725,000 | 1.06% | ||
| 46 | CORNERSTONE ONDEMAND INC | 1,992,369 | 65,748,000 | 1.01% | ||
| 47 | SONIC AUTOMOTIVE INC CL A | 2,839,540 | 57,983,000 | 0.89% | ||
| 48 | World Wrestling Entertainment Inc | 3,278,595 | 55,408,000 | 0.85% | ||
| 49 | ENDO INTL | 795,028 | 55,080,000 | 0.85% | ||
| 50 | DIAGEO P L C | 458,866 | 49,461,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-002424, filed 2015.11.16).
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.
