| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORPORATION | 3,775,400 | 396,681,000 | 2.50% | ||
| 2 | ALLIANCE DATA SYSTEM | 1,254,417 | 346,934,000 | 2.19% | ||
| 3 | DAVITA INC | 4,525,500 | 315,473,000 | 1.99% | ||
| 4 | NIELSEN HLDGS PLC | 6,553,391 | 305,388,000 | 1.92% | ||
| 5 | EQUIFAX INC | 2,006,320 | 223,444,000 | 1.41% | ||
| 6 | COSTAR GROUP | 1,015,965 | 209,990,000 | 1.32% | ||
| 7 | S&P GLOBAL INC | 1,996,345 | 196,800,000 | 1.24% | ||
| 8 | ENVISION HEALTHCARE HLDGS INC | 7,362,000 | 191,191,000 | 1.20% | ||
| 9 | QLIK TECHNOLOGIES INC COM | 5,951,245 | 188,416,000 | 1.19% | ||
| 10 | RENAISSANCERE HOLDINGS LTD | 1,662,200 | 188,144,000 | 1.19% | ||
| 11 | GARTNER INC | 2,043,700 | 185,364,000 | 1.17% | ||
| 12 | Ultimate Software Group Inc | 913,710 | 178,639,000 | 1.13% | ||
| 13 | AVIS BUDGET GROUP | 4,705,175 | 170,751,000 | 1.08% | ||
| 14 | O REILLY AUTOMOTIVE INC NEW | 668,600 | 169,437,000 | 1.07% | ||
| 15 | BRIGHT HORIZONS FAM SOL IN DEL COM | 2,336,029 | 156,047,000 | 0.98% | ||
| 16 | GLOBAL PAYMENTS | 2,360,120 | 152,251,000 | 0.96% | ||
| 17 | AERCAP HOLDINGS NV | 3,458,050 | 149,249,000 | 0.94% | ||
| 18 | BOOZ ALLEN HAMILTON HLDG COR | 4,809,900 | 148,385,000 | 0.94% | ||
| 19 | RPM INTL INC | 3,297,970 | 145,309,000 | 0.92% | ||
| 20 | GENESEE AND WYOMING INC INC CL A | 2,641,850 | 141,841,000 | 0.89% | ||
| 21 | WHITEWAVE FOODS | 3,620,930 | 140,890,000 | 0.89% | ||
| 22 | Servicemaster Global Hldgs I | 3,556,450 | 139,555,000 | 0.88% | ||
| 23 | Former Charter Communication (Del 5/18/2016) | 756,798 | 138,570,000 | 0.87% | ||
| 24 | MEDIVATION INC | 2,849,100 | 137,725,000 | 0.87% | ||
| 25 | VANTIV INC | 2,812,600 | 133,373,000 | 0.84% | ||
| 26 | AMDOCS LTD | 2,429,700 | 132,589,000 | 0.84% | ||
| 27 | ECOLAB INC | 1,148,479 | 131,363,000 | 0.83% | ||
| 28 | J2 GLOBAL INC | 1,548,897 | 127,505,000 | 0.80% | ||
| 29 | ADVISORY BRD CO COM | 2,462,362 | 122,158,000 | 0.77% | ||
| 30 | DOLLAR TREE INC | 1,556,530 | 120,195,000 | 0.76% | ||
| 31 | WABCO | 1,153,900 | 117,998,000 | 0.74% | ||
| 32 | HENRY JACK & ASSOC INC COM | 1,477,300 | 115,318,000 | 0.73% | ||
| 33 | WAGEWORKS INC COM | 2,473,879 | 112,240,000 | 0.71% | ||
| 34 | ALLEGIANT TRAVEL CO COM | 653,578 | 109,690,000 | 0.69% | ||
| 35 | IMAX CORP COM | 3,079,361 | 109,440,000 | 0.69% | ||
| 36 | APOLLO GLOBAL MGMT LLC | 7,126,625 | 108,182,000 | 0.68% | ||
| 37 | WEX INC | 1,197,119 | 105,825,000 | 0.67% | ||
| 38 | TEAM HEALTH HOLDINGS INCORPORATED | 2,357,474 | 103,470,000 | 0.65% | ||
| 39 | L-3 COMMUNICATIONS HLDGS INC | 850,100 | 101,595,000 | 0.64% | ||
| 40 | On Assignment Inc | 2,252,541 | 101,252,000 | 0.64% | ||
| 41 | TYLER TECHNOLOGIES INC | 575,506 | 100,322,000 | 0.63% | ||
| 42 | WILLIAMS SONOMA INC COM | 1,716,500 | 100,261,000 | 0.63% | ||
| 43 | BOSTON SCIENTIFIC CORP | 5,349,700 | 98,648,000 | 0.62% | ||
| 44 | CHURCH & DWIGHT | 1,141,200 | 96,865,000 | 0.61% | ||
| 45 | ORBITAL ATK INC COM | 1,064,756 | 95,125,000 | 0.60% | ||
| 46 | TEMPUR SEALY INTL INC COM | 1,345,550 | 94,807,000 | 0.60% | ||
| 47 | HEXCEL CORP NEW COM | 2,022,050 | 93,924,000 | 0.59% | ||
| 48 | HANESBRANDS INC | 3,188,500 | 93,838,000 | 0.59% | ||
| 49 | PREMIER INC CL A | 2,638,000 | 93,042,000 | 0.59% | ||
| 50 | NASDAQ OMX GROUP | 1,590,000 | 92,490,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-013958, filed 2016.02.11).
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.
