| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD SHS NEW | 663,781 | 12,632,000 | 3.17% | ||
| 2 | TAKE-TWO INTERACTIVE SOFTWARE COM | 187,984 | 9,266,000 | 2.33% | ||
| 3 | DYCOM INDS INC COM | 107,019 | 8,593,000 | 2.16% | ||
| 4 | VEEVA SYS INC | 208,931 | 8,503,000 | 2.14% | ||
| 5 | VCA INCORPORATED | 123,669 | 8,490,000 | 2.13% | ||
| 6 | Headwaters Inc | 338,920 | 7,971,000 | 2.00% | ||
| 7 | KINSALE CAP GROUP INC COM | 232,346 | 7,902,000 | 1.99% | ||
| 8 | CARDTRONICS PLC SHS CL A | 136,702 | 7,460,000 | 1.87% | ||
| 9 | POWER INTEGRATIONS INC COM | 107,539 | 7,297,000 | 1.83% | ||
| 10 | ZAYO GROUP HOLDINGS | 216,998 | 7,131,000 | 1.79% | ||
| 11 | JOHN BEAN TECHNOLOGIES CORP COM | 81,753 | 7,027,000 | 1.77% | ||
| 12 | BE AEROSPACE INC | 114,934 | 6,918,000 | 1.74% | ||
| 13 | CASEY'S GENERAL STORES INC COM | 58,058 | 6,902,000 | 1.73% | ||
| 14 | FORMFACTOR INC COM | 589,472 | 6,602,000 | 1.66% | ||
| 15 | QUANTA SVCS INC | 189,243 | 6,595,000 | 1.66% | ||
| 16 | MASTEC INC | 164,749 | 6,302,000 | 1.58% | ||
| 17 | MICROSEMI CORP | 114,834 | 6,198,000 | 1.56% | ||
| 18 | REALPAGE INC COM | 206,381 | 6,191,000 | 1.56% | ||
| 19 | Acxiom Corp | 226,689 | 6,075,000 | 1.53% | ||
| 20 | BOOZ ALLEN HAMILTON HLDG COR | 160,098 | 5,775,000 | 1.45% | ||
| 21 | EAGLE MATERIALS INC | 58,289 | 5,743,000 | 1.44% | ||
| 22 | BANK OF THE OZARKS | 109,040 | 5,734,000 | 1.44% | ||
| 23 | PTC | 122,360 | 5,662,000 | 1.42% | ||
| 24 | ULTRATECH INC | 235,546 | 5,648,000 | 1.42% | ||
| 25 | WESTERN ALLIANCE BANCORP COM | 112,755 | 5,492,000 | 1.38% | ||
| 26 | WEX INC | 48,880 | 5,455,000 | 1.37% | ||
| 27 | BIO RAD LABS INC CL A | 29,896 | 5,449,000 | 1.37% | ||
| 28 | AMEDISYS INC COM | 126,242 | 5,382,000 | 1.35% | ||
| 29 | TEXAS ROADHOUSE INC | 106,736 | 5,149,000 | 1.29% | ||
| 30 | CAVCO INDS INC DEL COM | 51,566 | 5,149,000 | 1.29% | ||
| 31 | DEVRY EDUCATION | 164,126 | 5,121,000 | 1.29% | ||
| 32 | LITTELFUSE INC COM | 32,590 | 4,946,000 | 1.24% | ||
| 33 | DEL TACO RESTAURANTS INC | 346,328 | 4,890,000 | 1.23% | ||
| 34 | SPIRIT AIRLS INC | 84,248 | 4,875,000 | 1.23% | ||
| 35 | AMERISAFE INC COM | 77,397 | 4,826,000 | 1.21% | ||
| 36 | QORVO | 89,934 | 4,742,000 | 1.19% | ||
| 37 | EMCOR GROUP INC | 66,529 | 4,708,000 | 1.18% | ||
| 38 | PRA HEALTH SCIENCES INC | 81,263 | 4,479,000 | 1.13% | ||
| 39 | FABRINET SHS | 103,471 | 4,170,000 | 1.05% | ||
| 40 | HEXCEL CORP NEW COM | 80,420 | 4,137,000 | 1.04% | ||
| 41 | DELEK US HLDGS INC COM | 170,519 | 4,104,000 | 1.03% | ||
| 42 | HMS HOLDINGS CORPORATION | 225,350 | 4,092,000 | 1.03% | ||
| 43 | PATRICK INDS INC COM | 53,602 | 4,090,000 | 1.03% | ||
| 44 | On Assignment Inc | 92,574 | 4,088,000 | 1.03% | ||
| 45 | OMNICELL COM COM | 119,971 | 4,067,000 | 1.02% | ||
| 46 | BRIGHT HORIZONS FAM SOL IN DEL COM | 57,197 | 4,005,000 | 1.01% | ||
| 47 | ICON PLC | 52,895 | 3,978,000 | 1.00% | ||
| 48 | NICE LTD | 57,370 | 3,945,000 | 0.99% | ||
| 49 | GENESEE AND WYOMING INC INC CL A | 55,412 | 3,846,000 | 0.97% | ||
| 50 | CommVault Systems Inc | 74,098 | 3,809,000 | 0.96% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001308001-17-000002, filed 2017.01.31).
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.
