| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MACOM TECH SOLUTIONS HLDGS I | 407,691 | 13,445,000 | 0.63% | ||
| 52 | KANSAS CITY SOUTHERN | 144,662 | 13,032,000 | 0.61% | ||
| 53 | On Assignment Inc | 344,470 | 12,728,000 | 0.59% | ||
| 54 | PRESS GANEY HLDGS INC | 321,711 | 12,659,000 | 0.59% | ||
| 55 | KATE SPADE & CO | 611,862 | 12,610,000 | 0.59% | ||
| 56 | MARTEN TRANS LTD COM | 598,343 | 11,847,000 | 0.55% | ||
| 57 | PAYCOM SOFTWARE INC | 260,353 | 11,249,000 | 0.52% | ||
| 58 | ESSENT GROUP LTD | 508,972 | 11,100,000 | 0.52% | ||
| 59 | RSP PERMIAN INC COM | 317,130 | 11,064,000 | 0.52% | ||
| 60 | MERITAGE HOMES CORP COM | 293,054 | 11,001,000 | 0.51% | ||
| 61 | HUBSPOT INCORPORATED | 251,625 | 10,925,000 | 0.51% | ||
| 62 | TEXAS ROADHOUSE INC | 233,698 | 10,656,000 | 0.50% | ||
| 63 | APPLE INC | 106,926 | 10,222,000 | 0.48% | ||
| 64 | VEEVA SYS INC | 297,642 | 10,155,000 | 0.47% | ||
| 65 | BOINGO WIRELESS INC COM | 1,114,218 | 9,938,000 | 0.46% | ||
| 66 | AMAZON COM INC | 13,647 | 9,766,000 | 0.46% | ||
| 67 | VIRTUSA CORPORATION | 338,161 | 9,766,000 | 0.46% | ||
| 68 | D R HORTON INC | 307,101 | 9,667,000 | 0.45% | ||
| 69 | LOGMEIN INC | 150,058 | 9,518,000 | 0.44% | ||
| 70 | UNION PAC CORP | 102,590 | 8,950,000 | 0.42% | ||
| 71 | LGI HOMES INC | 268,936 | 8,589,000 | 0.40% | ||
| 72 | MONSTER BEVERAGE CORP NEW | 53,060 | 8,527,000 | 0.40% | ||
| 73 | WAGEWORKS INC COM | 142,570 | 8,527,000 | 0.40% | ||
| 74 | UNIVERSAL DISPLAY CORP | 124,634 | 8,450,000 | 0.39% | ||
| 75 | TREX CO INC COM | 185,700 | 8,341,000 | 0.39% | ||
| 76 | CHUYS HLDGS INC COM | 238,831 | 8,265,000 | 0.39% | ||
| 77 | INPHI CORPORATION | 253,815 | 8,129,000 | 0.38% | ||
| 78 | FACEBOOK INC | 68,014 | 7,772,000 | 0.36% | ||
| 79 | PALO ALTO NETWORKS INC | 61,691 | 7,565,000 | 0.35% | ||
| 80 | Marcus & Millichap Inc Com | 292,512 | 7,432,000 | 0.35% | ||
| 81 | MINDBODY INCORPORATED COM CLASS A | 456,515 | 7,368,000 | 0.34% | ||
| 82 | PENUMBRA INC COM | 120,293 | 7,157,000 | 0.33% | ||
| 83 | SALESFORCE COM INC | 88,209 | 7,004,000 | 0.33% | ||
| 84 | STARBUCKS CORP | 121,040 | 6,913,000 | 0.32% | ||
| 85 | COSTCO WHSL CORP NEW | 43,862 | 6,888,000 | 0.32% | ||
| 86 | O REILLY AUTOMOTIVE INC NEW | 25,100 | 6,804,000 | 0.32% | ||
| 87 | ADOBE INC | 70,230 | 6,727,000 | 0.31% | ||
| 88 | HUMANA INC | 36,886 | 6,635,000 | 0.31% | ||
| 89 | SEQUENTIAL BRNDS GROUP INC N | 826,945 | 6,599,000 | 0.31% | ||
| 90 | Callidus Software Inc | 325,520 | 6,503,000 | 0.30% | ||
| 91 | ALPHABET INC | 9,365 | 6,481,000 | 0.30% | ||
| 92 | ZENDESK INC | 243,047 | 6,411,000 | 0.30% | ||
| 93 | OLLIES BARGAIN OUTLET HLDGS IN COM | 255,256 | 6,353,000 | 0.30% | ||
| 94 | VISA INC | 85,321 | 6,328,000 | 0.29% | ||
| 95 | DIAMONDBACK ENERGY INC | 68,140 | 6,215,000 | 0.29% | ||
| 96 | CELGENE CORP | 61,285 | 6,044,000 | 0.28% | ||
| 97 | MASTERCARD INCORPORATED | 68,618 | 6,042,000 | 0.28% | ||
| 98 | AMERICAN WOODMARK CORPORATION COM | 90,526 | 6,009,000 | 0.28% | ||
| 99 | KONA GRILL INC COM | 535,463 | 5,740,000 | 0.27% | ||
| 100 | PRICELINE GRP INC | 4,594 | 5,735,000 | 0.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001134007-16-000023, filed 2016.08.12).
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.
