| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SBA COMMUNICATIONS CORPORATION | 3,578,245 | 386,236,000 | 2.55% | ||
| 2 | DAVITA INC | 4,147,975 | 320,721,000 | 2.12% | ||
| 3 | NIELSEN HLDGS PLC | 6,013,981 | 312,547,000 | 2.07% | ||
| 4 | EQUIFAX INC | 1,851,900 | 237,784,000 | 1.57% | ||
| 5 | ALLIANCE DATA SYSTEM | 1,113,327 | 218,123,000 | 1.44% | ||
| 6 | GARTNER INC | 2,052,350 | 199,919,000 | 1.32% | ||
| 7 | COSTAR GROUP | 881,685 | 192,789,000 | 1.27% | ||
| 8 | S&P GLOBAL INC | 1,780,870 | 191,016,000 | 1.26% | ||
| 9 | Ultimate Software Group Inc | 872,955 | 183,574,000 | 1.21% | ||
| 10 | GLOBAL PAYMENTS | 2,408,000 | 171,883,000 | 1.14% | ||
| 11 | WHITEWAVE FOODS | 3,584,905 | 168,275,000 | 1.11% | ||
| 12 | O REILLY AUTOMOTIVE INC NEW | 616,000 | 166,998,000 | 1.10% | ||
| 13 | MEDIVATION INC | 2,666,950 | 160,817,000 | 1.06% | ||
| 14 | Servicemaster Global Hldgs I | 3,843,700 | 152,979,000 | 1.01% | ||
| 15 | VANTIV INC | 2,698,600 | 152,741,000 | 1.01% | ||
| 16 | RENAISSANCERE HOLDINGS LTD | 1,278,975 | 150,203,000 | 0.99% | ||
| 17 | AMDOCS LTD | 2,569,000 | 148,283,000 | 0.98% | ||
| 18 | RPM INTL INC | 2,874,000 | 143,556,000 | 0.95% | ||
| 19 | DOLLAR TREE INC | 1,512,400 | 142,529,000 | 0.94% | ||
| 20 | L-3 COMMUNICATIONS HLDGS INC | 970,960 | 142,430,000 | 0.94% | ||
| 21 | BRIGHT HORIZONS FAM SOL IN DEL COM | 2,116,629 | 140,354,000 | 0.93% | ||
| 22 | BOOZ ALLEN HAMILTON HLDG COR | 4,724,450 | 140,033,000 | 0.93% | ||
| 23 | QLIK TECHNOLOGIES INC COM | 4,486,735 | 132,718,000 | 0.88% | ||
| 24 | WEX INC | 1,457,274 | 129,216,000 | 0.85% | ||
| 25 | ECOLAB INC | 1,058,625 | 125,553,000 | 0.83% | ||
| 26 | J2 GLOBAL INC | 1,986,307 | 125,475,000 | 0.83% | ||
| 27 | SVB FINANCIAL GROUP | 1,250,100 | 118,960,000 | 0.79% | ||
| 28 | WABCO | 1,285,425 | 117,706,000 | 0.78% | ||
| 29 | AVIS BUDGET GROUP | 3,597,000 | 115,931,000 | 0.77% | ||
| 30 | ALLEGIANT TRAVEL CO COM | 746,076 | 113,031,000 | 0.75% | ||
| 31 | GENESEE AND WYOMING INC INC CL A | 1,888,250 | 111,312,000 | 0.74% | ||
| 32 | AERCAP HOLDINGS NV | 3,269,925 | 109,837,000 | 0.73% | ||
| 33 | BOSTON SCIENTIFIC CORP | 4,530,950 | 105,888,000 | 0.70% | ||
| 34 | WAGEWORKS INC COM | 1,759,889 | 105,259,000 | 0.70% | ||
| 35 | WILLIAMS SONOMA INC COM | 1,979,825 | 103,208,000 | 0.68% | ||
| 36 | ENVISION HEALTHCARE HLDGS INC | 4,035,300 | 102,376,000 | 0.68% | ||
| 37 | PROASSURANCE CORP COM | 1,908,580 | 102,204,000 | 0.68% | ||
| 38 | On Assignment Inc | 2,720,946 | 100,539,000 | 0.66% | ||
| 39 | APOLLO GLOBAL MGMT LLC | 6,629,000 | 100,429,000 | 0.66% | ||
| 40 | IMAX CORP COM | 3,387,511 | 99,864,000 | 0.66% | ||
| 41 | TEAM HEALTH HOLDINGS INCORPORATED | 2,447,384 | 99,535,000 | 0.66% | ||
| 42 | MARTIN MARIETTA MATLS INC | 508,425 | 97,618,000 | 0.65% | ||
| 43 | ORBITAL ATK INC COM | 1,138,888 | 96,965,000 | 0.64% | ||
| 44 | ALLIED WRLD ASSUR COM HLDG A | 2,756,600 | 96,867,000 | 0.64% | ||
| 45 | G III APPAREL GROUP LTD COM | 2,112,945 | 96,604,000 | 0.64% | ||
| 46 | ROSS STORES INC | 1,699,500 | 96,345,000 | 0.64% | ||
| 47 | TEMPUR SEALY INTL INC COM | 1,718,750 | 95,081,000 | 0.63% | ||
| 48 | CBRE GROUP INC | 3,578,700 | 94,764,000 | 0.63% | ||
| 49 | REXNORD CORP NEW COM | 4,805,892 | 94,340,000 | 0.62% | ||
| 50 | UNIVERSAL HLTH SVCS INC | 699,600 | 93,816,000 | 0.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-019273, filed 2016.08.11).
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.
