| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXPEDIA INC DEL | 1,056,289 | 99,428,000 | 2.34% | ||
| 2 | ROBERT HALF | 1,532,269 | 92,733,000 | 2.18% | ||
| 3 | UNIVERSAL HLTH SVCS INC | 700,564 | 82,463,000 | 1.94% | ||
| 4 | WABTEC | 820,357 | 77,942,000 | 1.84% | ||
| 5 | CBRE GROUP INC | 1,973,420 | 76,391,000 | 1.80% | ||
| 6 | WILLIAMS SONOMA INC COM | 943,712 | 75,223,000 | 1.77% | ||
| 7 | MEDIVATION INC | 579,372 | 74,780,000 | 1.76% | ||
| 8 | TOTAL SYS SVCS INC | 1,942,162 | 74,093,000 | 1.75% | ||
| 9 | AUTOLIV (US) | 621,875 | 73,238,000 | 1.73% | ||
| 10 | IAC INTERACTIVECORP | 1,045,639 | 70,549,000 | 1.66% | ||
| 11 | OLD DOMINION FREIGHT LINE IN | 880,398 | 68,055,000 | 1.60% | ||
| 12 | FOOT LOCKER INC | 1,069,030 | 67,349,000 | 1.59% | ||
| 13 | AKORN INC | 1,384,313 | 65,769,000 | 1.55% | ||
| 14 | BURLINGTON STORES INC | 1,104,277 | 65,616,000 | 1.55% | ||
| 15 | HD Supply Holdings Inc | 2,000,828 | 62,336,000 | 1.47% | ||
| 16 | POLARIS INDS INC | 440,641 | 62,174,000 | 1.46% | ||
| 17 | INFINERA CORPORATION COM | 3,072,607 | 60,438,000 | 1.42% | ||
| 18 | ICON PLC | 852,906 | 60,155,000 | 1.42% | ||
| 19 | Wuxi Pharmatech Inc ADR | 1,537,867 | 59,638,000 | 1.40% | ||
| 20 | TOWERS WATSON & CO | 450,958 | 59,610,000 | 1.40% | ||
| 21 | KAPSTONE PAPER & PACKAGING CRP COM | 1,801,438 | 59,159,000 | 1.39% | ||
| 22 | IONIS PHARMACEUTICAL | 928,654 | 59,127,000 | 1.39% | ||
| 23 | GLOBAL PAYMENTS | 641,974 | 58,856,000 | 1.39% | ||
| 24 | CENTENE CORP DEL | 825,272 | 58,338,000 | 1.37% | ||
| 25 | F5 NETWORKS INC | 481,180 | 55,307,000 | 1.30% | ||
| 26 | Advent Software Inc. | 1,250,206 | 55,147,000 | 1.30% | ||
| 27 | HEARTLAND PMT SYS INC | 1,169,873 | 54,809,000 | 1.29% | ||
| 28 | SILGAN HOLDINGS INC | 931,291 | 54,136,000 | 1.28% | ||
| 29 | FIRST REP BK SAN FRANCISCO C | 947,667 | 54,102,000 | 1.27% | ||
| 30 | WYNDHAM DESTINATION | 593,796 | 53,721,000 | 1.27% | ||
| 31 | CARRIZO OIL & GAS INC | 1,075,075 | 53,377,000 | 1.26% | ||
| 32 | INFORMATICA CORP | 1,177,168 | 51,625,000 | 1.22% | ||
| 33 | SIGNET JEWELERS LIMITED SHS | 365,327 | 50,704,000 | 1.19% | ||
| 34 | TABLEAU SOFTWARE INC CL A | 536,096 | 49,600,000 | 1.17% | ||
| 35 | JAZZ PHARMACEUTICALS PLC SHS USD | 279,406 | 48,279,000 | 1.14% | ||
| 36 | HAIN CELESTIAL GROUP INC COM | 735,366 | 47,100,000 | 1.11% | ||
| 37 | VERINT SYS INC COM | 717,131 | 44,412,000 | 1.05% | ||
| 38 | CIENA CORP COM NEW | 2,247,968 | 43,408,000 | 1.02% | ||
| 39 | AVIS BUDGET GROUP | 723,936 | 42,723,000 | 1.01% | ||
| 40 | DEXCOM | 676,901 | 42,198,000 | 0.99% | ||
| 41 | NORDSON CORP | 531,539 | 41,641,000 | 0.98% | ||
| 42 | ALIGN TECHNOLOGY INC | 751,722 | 40,431,000 | 0.95% | ||
| 43 | MERCADOLIBRE INC | 322,957 | 39,569,000 | 0.93% | ||
| 44 | DECKERS OUTDOOR CORP | 529,871 | 38,612,000 | 0.91% | ||
| 45 | POWER INTEGRATIONS INC COM | 731,428 | 38,093,000 | 0.90% | ||
| 46 | DILLARDS INC | 276,161 | 37,699,000 | 0.89% | ||
| 47 | MANHATTAN ASSOCIATES INC | 729,658 | 36,928,000 | 0.87% | ||
| 48 | MEDIDATA SOLUTIONS INC | 718,029 | 35,212,000 | 0.83% | ||
| 49 | GENTEX CORP | 1,909,941 | 34,952,000 | 0.82% | ||
| 50 | FORTINET | 997,343 | 34,857,000 | 0.82% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-15-001935, filed 2015.04.14).
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.
