| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AUTODESK | 13,055,197 | 761,249,000 | 13.42% | ||
| 2 | BAIDU INC | 1,727,567 | 329,758,000 | 5.81% | ||
| 3 | YAHOO INC | 7,098,017 | 261,278,000 | 4.60% | ||
| 4 | STANDARD PAC CORP NEW | 5,933,598 | 198,301,000 | 3.49% | ||
| 5 | ARRIS INTL INC | 8,046,816 | 184,433,000 | 3.25% | ||
| 6 | TAKE-TWO INTERACTIVE SOFTWARE COM | 4,823,205 | 181,690,000 | 3.20% | ||
| 7 | INTERXION HOLDING N.V | 5,103,523 | 176,480,000 | 3.11% | ||
| 8 | CARNIVAL CORP | 3,216,038 | 169,710,000 | 2.99% | ||
| 9 | AUTONATION | 3,632,389 | 169,560,000 | 2.99% | ||
| 10 | S&P GLOBAL INC | 1,698,065 | 168,074,000 | 2.96% | ||
| 11 | INTERCONTINENTAL EXCHANGE IN | 699,897 | 164,574,000 | 2.90% | ||
| 12 | Coca Cola Enterprises | 3,225,478 | 163,661,000 | 2.88% | ||
| 13 | MONSANTO CO NEW | 1,695,431 | 148,757,000 | 2.62% | ||
| 14 | LENNAR | 3,034,630 | 146,755,000 | 2.59% | ||
| 15 | HUMANA | 771,078 | 141,069,000 | 2.49% | ||
| 16 | KAR AUCTION SVCS INC | 3,620,747 | 138,095,000 | 2.43% | ||
| 17 | LINKEDIN CORP COM CL A | 1,198,734 | 137,075,000 | 2.42% | ||
| 18 | MICROSTRATEGY INC CL A NEW | 741,377 | 133,240,000 | 2.35% | ||
| 19 | GENPACT LIMITED | 4,813,438 | 130,877,000 | 2.31% | ||
| 20 | Pandora Media Inc | 14,332,213 | 128,273,000 | 2.26% | ||
| 21 | ZYNGA INC | 55,239,275 | 125,946,000 | 2.22% | ||
| 22 | FOREST CITY RLTY TR INC COM CL A | 5,963,299 | 125,766,000 | 2.22% | ||
| 23 | WEBSTER FINL CORP CONN | 3,392,359 | 121,786,000 | 2.15% | ||
| 24 | LA QUINTA HLDGS INC | 9,556,372 | 119,455,000 | 2.11% | ||
| 25 | GROUP 1 AUTOMOTIVE INC COM | 1,971,552 | 115,710,000 | 2.04% | ||
| 26 | ASBURY AUTOMOTIVE GROUP INC COM | 1,851,105 | 110,770,000 | 1.95% | ||
| 27 | TAILORED BRANDS INC COM | 6,143,005 | 109,960,000 | 1.94% | ||
| 28 | PTC | 3,098,982 | 102,762,000 | 1.81% | ||
| 29 | ZEBRA TECHNOLOGIES CORPORATION CL A | 1,332,889 | 91,969,000 | 1.62% | ||
| 30 | FOSSIL GROUP INC | 1,783,838 | 79,238,000 | 1.40% | ||
| 31 | FIDELITY NATIONAL FINANCIAL FNFV GROUP COM | 6,433,028 | 69,798,000 | 1.23% | ||
| 32 | WYNN RESORTS LTD | 712,466 | 66,566,000 | 1.17% | ||
| 33 | World Wrestling Entertainment Inc | 3,387,248 | 59,819,000 | 1.05% | ||
| 34 | RALPH LAUREN CORP | 607,234 | 58,452,000 | 1.03% | ||
| 35 | ANTHEM INC | 351,877 | 48,907,000 | 0.86% | ||
| 36 | BERRY PLASTICS GROUP INC | 1,269,916 | 45,907,000 | 0.81% | ||
| 37 | CITIZENS FINL GROUP INC | 2,128,839 | 44,599,000 | 0.79% | ||
| 38 | AMBARELLA INC | 631,114 | 28,211,000 | 0.50% | ||
| 39 | Wayfair Inc | 570,000 | 24,635,000 | 0.43% | ||
| 40 | SMUCKER J M CO | 178,358 | 23,158,000 | 0.41% | ||
| 41 | LIONS GATE ENTERTAINMENT ORD | 1,026,575 | 22,431,000 | 0.40% | ||
| 42 | TRIPADVISOR INC | 265,295 | 17,642,000 | 0.31% | ||
| 43 | J ALEXANDERS HLDGS INC COM | 1,298,228 | 13,709,000 | 0.24% | ||
| 44 | VIASAT INC | 142,137 | 10,444,000 | 0.18% | ||
| 45 | TIM PARTICIPACOES S A SPONSORED ADR | 330,000 | 3,650,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003851, filed 2016.05.16).
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.
