| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD SHS NEW | 668,004 | 10,140,000 | 2.75% | ||
| 2 | WASTE CONNECTIONS INC | 125,339 | 9,363,000 | 2.54% | ||
| 3 | MASTEC INC | 308,286 | 9,168,000 | 2.48% | ||
| 4 | LKQ CORP | 247,695 | 8,783,000 | 2.38% | ||
| 5 | VCA INCORPORATED | 124,421 | 8,707,000 | 2.36% | ||
| 6 | TAKE-TWO INTERACTIVE SOFTWARE COM | 189,139 | 8,526,000 | 2.31% | ||
| 7 | Heska Corp | 152,639 | 8,308,000 | 2.25% | ||
| 8 | POWER INTEGRATIONS INC COM | 127,441 | 8,033,000 | 2.18% | ||
| 9 | DYCOM INDS INC COM | 93,432 | 7,641,000 | 2.07% | ||
| 10 | OMNICELL COM COM | 193,697 | 7,419,000 | 2.01% | ||
| 11 | FORMFACTOR INC COM | 593,360 | 6,438,000 | 1.74% | ||
| 12 | MICROSEMI CORP | 150,468 | 6,317,000 | 1.71% | ||
| 13 | HEICO CORP NEW | 88,708 | 6,139,000 | 1.66% | ||
| 14 | CARDTRONICS PLC SHS CL A | 137,551 | 6,135,000 | 1.66% | ||
| 15 | Acxiom Corp | 228,093 | 6,079,000 | 1.65% | ||
| 16 | EMCOR GROUP INC | 100,556 | 5,995,000 | 1.62% | ||
| 17 | BE AEROSPACE INC | 115,636 | 5,974,000 | 1.62% | ||
| 18 | VEEVA SYS INC | 143,410 | 5,920,000 | 1.60% | ||
| 19 | GLOBANT S A | 140,207 | 5,906,000 | 1.60% | ||
| 20 | JOHN BEAN TECHNOLOGIES CORP COM | 82,263 | 5,804,000 | 1.57% | ||
| 21 | Headwaters Inc | 341,999 | 5,787,000 | 1.57% | ||
| 22 | PRA HEALTH SCIENCES INC | 97,455 | 5,507,000 | 1.49% | ||
| 23 | On Assignment Inc | 151,544 | 5,500,000 | 1.49% | ||
| 24 | ULTRATECH INC | 237,050 | 5,471,000 | 1.48% | ||
| 25 | REALPAGE INC COM | 207,729 | 5,339,000 | 1.45% | ||
| 26 | QUANTA SVCS INC | 190,351 | 5,328,000 | 1.44% | ||
| 27 | KINSALE CAP GROUP INC COM | 233,766 | 5,143,000 | 1.39% | ||
| 28 | APOGEE ENTERPRISES INC COM | 113,717 | 5,082,000 | 1.38% | ||
| 29 | QORVO | 90,495 | 5,044,000 | 1.37% | ||
| 30 | CASEY'S GENERAL STORES INC COM | 41,799 | 5,022,000 | 1.36% | ||
| 31 | ZAYO GROUP HOLDINGS | 166,915 | 4,959,000 | 1.34% | ||
| 32 | INPHI CORP | 113,623 | 4,944,000 | 1.34% | ||
| 33 | FABRINET SHS | 102,424 | 4,567,000 | 1.24% | ||
| 34 | BOOZ ALLEN HAMILTON HLDG COR | 139,980 | 4,425,000 | 1.20% | ||
| 35 | TEXAS ROADHOUSE INC | 109,420 | 4,271,000 | 1.16% | ||
| 36 | NEW RELIC INC | 110,776 | 4,245,000 | 1.15% | ||
| 37 | Vocera Communications Inc | 250,215 | 4,229,000 | 1.15% | ||
| 38 | LITTELFUSE INC COM | 32,792 | 4,224,000 | 1.14% | ||
| 39 | ATHENA HEALTH INC. | 33,443 | 4,218,000 | 1.14% | ||
| 40 | PTC | 94,028 | 4,166,000 | 1.13% | ||
| 41 | BURLINGTON STORES INC | 50,070 | 4,057,000 | 1.10% | ||
| 42 | ICON PLC | 52,277 | 4,045,000 | 1.10% | ||
| 43 | PATRICK INDS INC COM | 64,329 | 3,983,000 | 1.08% | ||
| 44 | CommVault Systems Inc | 74,551 | 3,961,000 | 1.07% | ||
| 45 | CENTENE CORP DEL | 58,759 | 3,935,000 | 1.07% | ||
| 46 | AMERISAFE INC COM | 66,349 | 3,900,000 | 1.06% | ||
| 47 | WESTERN ALLIANCE BANCORP COM | 102,569 | 3,850,000 | 1.04% | ||
| 48 | BRIGHT HORIZONS FAM SOL IN DEL COM | 56,909 | 3,807,000 | 1.03% | ||
| 49 | CONTINENTAL BLDG PRODS INC | 175,835 | 3,691,000 | 1.00% | ||
| 50 | BANK OF THE OZARKS | 94,072 | 3,612,000 | 0.98% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001308001-16-000016, filed 2016.11.02).
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.
