| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC COM | 248,833 | 13,275,000 | 3.10% | ||
| 2 | TOWER SEMICONDUCTOR LTD | 562,469 | 12,965,000 | 3.03% | ||
| 3 | VEEVA SYS INC | 216,622 | 11,108,000 | 2.60% | ||
| 4 | DYCOM INDS INC | 118,685 | 11,032,000 | 2.58% | ||
| 5 | TAKE-TWO INTERACTIVE SOFTWAR | 167,833 | 9,947,000 | 2.32% | ||
| 6 | MASTEC INC | 214,567 | 8,593,000 | 2.01% | ||
| 7 | KINSALE CAP GROUP INC COM | 240,916 | 7,719,000 | 1.80% | ||
| 8 | QUANTA SVCS INC | 196,208 | 7,281,000 | 1.70% | ||
| 9 | Evolent Health, Inc. | 314,942 | 7,023,000 | 1.64% | ||
| 10 | PTC INC | 132,240 | 6,949,000 | 1.62% | ||
| 11 | GENESEE AND WYOMING INC INC CL A | 101,616 | 6,896,000 | 1.61% | ||
| 12 | REALPAGE INC COM | 193,835 | 6,765,000 | 1.58% | ||
| 13 | Acxiom Corp | 235,034 | 6,691,000 | 1.56% | ||
| 14 | BOOZ ALLEN HAMILTON HLDG COR | 187,008 | 6,618,000 | 1.55% | ||
| 15 | ACADIA COMPANY COM | 145,449 | 6,342,000 | 1.48% | ||
| 16 | TALEND S A | 207,619 | 6,183,000 | 1.45% | ||
| 17 | BIO RAD LABS INC | 30,995 | 6,179,000 | 1.44% | ||
| 18 | CAVCO INDS INC DEL | 52,913 | 6,159,000 | 1.44% | ||
| 19 | MICROSEMI CORP | 119,059 | 6,135,000 | 1.43% | ||
| 20 | DEVRY EDUCATION | 170,165 | 6,032,000 | 1.41% | ||
| 21 | FORMFACTOR INC COM | 504,856 | 5,983,000 | 1.40% | ||
| 22 | BANK OF THE OZARKS INC | 113,053 | 5,880,000 | 1.37% | ||
| 23 | EAGLE MATERIALS INC | 60,434 | 5,871,000 | 1.37% | ||
| 24 | AIR METHODS CORP | 135,589 | 5,830,000 | 1.36% | ||
| 25 | HEXCEL CORP NEW COM | 106,291 | 5,798,000 | 1.36% | ||
| 26 | WESTERN ALLIANCE BANCORP | 116,911 | 5,739,000 | 1.34% | ||
| 27 | FABRINET SHS | 133,775 | 5,623,000 | 1.31% | ||
| 28 | ALMOST FAMILY INC COM | 115,571 | 5,617,000 | 1.31% | ||
| 29 | HEICO CORP NEW | 64,128 | 5,592,000 | 1.31% | ||
| 30 | INPHI CORPORATION | 114,008 | 5,566,000 | 1.30% | ||
| 31 | CHARLES RIV LABS INTL INC | 61,787 | 5,558,000 | 1.30% | ||
| 32 | HMS HOLDINGS CORPORATION | 273,286 | 5,556,000 | 1.30% | ||
| 33 | Nice Systems LTD Sponsored | 80,895 | 5,499,000 | 1.29% | ||
| 34 | PRA HEALTH SCIENCES INC | 84,255 | 5,496,000 | 1.28% | ||
| 35 | LITTELFUSE INC | 33,347 | 5,333,000 | 1.25% | ||
| 36 | JOHN BEAN TECHNOLOGIES CORP COM | 60,604 | 5,330,000 | 1.25% | ||
| 37 | AMERISAFE INC COM | 80,518 | 5,226,000 | 1.22% | ||
| 38 | Del Taco Restaurants, Inc. | 391,263 | 5,188,000 | 1.21% | ||
| 39 | PACIRA PHARMACEUTICALS INC | 110,120 | 5,021,000 | 1.17% | ||
| 40 | PENN ENTERTAINMENT INC COM | 266,623 | 4,914,000 | 1.15% | ||
| 41 | COHERENT INC | 23,747 | 4,883,000 | 1.14% | ||
| 42 | On Assignment Inc | 95,720 | 4,645,000 | 1.09% | ||
| 43 | New Relic Inc | 124,835 | 4,628,000 | 1.08% | ||
| 44 | QORVO INC | 67,376 | 4,619,000 | 1.08% | ||
| 45 | Advent International Corp | 110,727 | 4,610,000 | 1.08% | ||
| 46 | WELBILT INC | 231,885 | 4,552,000 | 1.06% | ||
| 47 | STANDEX INTL CORP | 44,915 | 4,498,000 | 1.05% | ||
| 48 | OCLARO INC | 456,863 | 4,486,000 | 1.05% | ||
| 49 | Casella Waste SYS | 312,128 | 4,404,000 | 1.03% | ||
| 50 | EMCOR GROUP INC | 68,978 | 4,342,000 | 1.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001308001-17-000005, filed 2017.05.03).
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.
