| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VEECO INSTRS INC DEL COM | 15,500 | 578,000 | 0.01% | ||
| 2 | E-Commerce China Dangdang, Inc. Sponsored ADR Class A | 175,000 | 2,342,000 | 0.04% | ||
| 3 | WABCO | 24,500 | 2,617,000 | 0.05% | ||
| 4 | E-HOUSE CHINA HOLDINGS | 350,000 | 3,028,000 | 0.06% | ||
| 5 | COUPONS COM INC | 308,130 | 8,107,000 | 0.15% | ||
| 6 | POTBELLY CORP | 739,762 | 11,807,000 | 0.22% | ||
| 7 | OMNIVISION TECHS INC | 784,900 | 17,252,000 | 0.32% | ||
| 8 | SPANSION INC | 846,730 | 17,841,000 | 0.33% | ||
| 9 | CONTAINER STORE GROUP INC | 668,161 | 18,562,000 | 0.34% | ||
| 10 | GROUPON INC | 3,238,045 | 21,436,000 | 0.39% | ||
| 11 | LAS VEGAS SANDS CORP | 296,330 | 22,586,000 | 0.41% | ||
| 12 | QUALYS INC | 917,398 | 23,550,000 | 0.43% | ||
| 13 | CONSTELLIUM HOLDCO | 740,000 | 23,724,000 | 0.43% | ||
| 14 | PITNEY BOWES INC COM | 961,640 | 26,560,000 | 0.49% | ||
| 15 | FANG HOLDINGS LTD | 2,958,800 | 28,966,000 | 0.53% | ||
| 16 | VISTEON CORP COM NEW | 299,760 | 29,080,000 | 0.53% | ||
| 17 | ACADIA PHARMACEUTICALS INC COM | 1,291,770 | 29,182,000 | 0.53% | ||
| 18 | SOTHEBYS | 922,730 | 38,745,000 | 0.71% | ||
| 19 | RESTORATION HARDWARE HLDGS I | 508,010 | 47,271,000 | 0.86% | ||
| 20 | BEST BUY | 1,535,640 | 47,620,000 | 0.87% | ||
| 21 | LINKEDIN CORP COM CL A | 280,182 | 48,043,000 | 0.88% | ||
| 22 | GUIDEWIRE SOFTWARE INC | 1,195,450 | 48,607,000 | 0.89% | ||
| 23 | PENTAIR PLC | 695,750 | 50,177,000 | 0.92% | ||
| 24 | CABELAS INC | 936,433 | 58,434,000 | 1.07% | ||
| 25 | CARTERS INC | 855,992 | 59,004,000 | 1.08% | ||
| 26 | TERADYNE INC COM | 3,226,547 | 63,240,000 | 1.16% | ||
| 27 | ASPEN TECHNOLOGY INC | 1,385,271 | 64,277,000 | 1.17% | ||
| 28 | DUNKIN BRANDS GROUP INC COM | 1,479,293 | 67,766,000 | 1.24% | ||
| 29 | SERVICENOW INC | 1,100,878 | 68,210,000 | 1.25% | ||
| 30 | AFFILIATED MANAGERS GROUP | 348,530 | 71,588,000 | 1.31% | ||
| 31 | QIHOO 360 TECHNOLOGY CO LTD | 794,740 | 73,148,000 | 1.34% | ||
| 32 | VISA INC | 362,344 | 76,349,000 | 1.39% | ||
| 33 | DOLLAR TREE INC | 1,503,901 | 81,903,000 | 1.50% | ||
| 34 | SYNOPSYS INC | 2,120,605 | 82,322,000 | 1.50% | ||
| 35 | VERISK ANALYTICS INC | 1,399,415 | 83,993,000 | 1.53% | ||
| 36 | STARBUCKS CORP | 1,123,035 | 86,900,000 | 1.59% | ||
| 37 | NORDSTROM INC | 1,382,274 | 93,898,000 | 1.72% | ||
| 38 | MAXIM INTEGR | 2,801,270 | 94,711,000 | 1.73% | ||
| 39 | LAM RESEARCH CORP | 1,410,130 | 95,297,000 | 1.74% | ||
| 40 | BIOMARIN | 1,532,775 | 95,354,000 | 1.74% | ||
| 41 | VIPSHOP HLDGS LTD | 526,306 | 98,809,000 | 1.80% | ||
| 42 | PREMIER INC CL A | 3,456,745 | 100,246,000 | 1.83% | ||
| 43 | Pandora Media Inc | 3,413,780 | 100,707,000 | 1.84% | ||
| 44 | AMERICAN EXPRESS CO | 1,064,190 | 100,960,000 | 1.84% | ||
| 45 | APPLE INC | 1,100,967 | 102,313,000 | 1.87% | ||
| 46 | MASTERCARD INCORPORATED | 1,686,480 | 123,906,000 | 2.26% | ||
| 47 | COSTCO WHSL CORP NEW | 1,110,692 | 127,907,000 | 2.34% | ||
| 48 | AMAZON COM INC | 432,647 | 140,515,000 | 2.57% | ||
| 49 | GILEAD SCIENCES INC | 1,701,010 | 141,031,000 | 2.58% | ||
| 50 | NEWS CORPORATION NEW CLASS B | 8,160,350 | 142,398,000 | 2.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-14-004838, filed 2014.08.14).
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.
