| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ULTA BEAUTY INC | 22,420 | 2,649,000 | 1.74% | ||
| 2 | SYMANTEC CORP | 103,694 | 2,438,000 | 1.60% | ||
| 3 | CONVERSANT INC | 70,869 | 2,427,000 | 1.59% | ||
| 4 | HUNT (JB) TRANSPRT SVCS INC | 32,101 | 2,377,000 | 1.56% | ||
| 5 | ENBRIDGE INC | 49,348 | 2,363,000 | 1.55% | ||
| 6 | SNAP ON INC | 19,455 | 2,356,000 | 1.55% | ||
| 7 | REGENERON PHARMACEUTICALS | 6,490 | 2,340,000 | 1.54% | ||
| 8 | MACY S INC | 40,137 | 2,335,000 | 1.53% | ||
| 9 | BROCADE COMMUNICATIONS SYS | 212,709 | 2,312,000 | 1.52% | ||
| 10 | EBAY INC | 40,398 | 2,288,000 | 1.50% | ||
| 11 | SCRIPPS NETWORKS INTERACTIVE INC CL A | 28,713 | 2,242,000 | 1.47% | ||
| 12 | LAUDER ESTEE COS INC | 29,181 | 2,180,000 | 1.43% | ||
| 13 | NOVO NORDISK A/S CL B ADR | 45,517 | 2,168,000 | 1.42% | ||
| 14 | CHEESECAKE FACTORY INC/THE | 47,552 | 2,164,000 | 1.42% | ||
| 15 | RPM INTERNATIONAL INC | 45,547 | 2,085,000 | 1.37% | ||
| 16 | Domino's Pizza, Inc. | 26,769 | 2,060,000 | 1.35% | ||
| 17 | VALMONT INDUSTRIES | 15,193 | 2,050,000 | 1.35% | ||
| 18 | POLARIS INDS INC | 13,636 | 2,043,000 | 1.34% | ||
| 19 | COOPER COS INC/THE | 13,079 | 2,037,000 | 1.34% | ||
| 20 | IPG PHOTONICS CORP | 29,574 | 2,034,000 | 1.34% | ||
| 21 | Credit Acceptance Corp Mich | 16,111 | 2,031,000 | 1.33% | ||
| 22 | MASTEC INC | 65,794 | 2,015,000 | 1.32% | ||
| 23 | SIMON PPTY GROUP INC NEW | 12,241 | 2,013,000 | 1.32% | ||
| 24 | TRIMBLE INC | 65,822 | 2,008,000 | 1.32% | ||
| 25 | EXPRESS SCRIPTS HOLDING CO | 28,382 | 2,005,000 | 1.32% | ||
| 26 | ARTISAN PARTNERS ASSET MGMT | 37,645 | 1,959,000 | 1.29% | ||
| 27 | IHS INC A | 15,451 | 1,934,000 | 1.27% | ||
| 28 | JARDEN CORP | 31,461 | 1,891,000 | 1.24% | ||
| 29 | PACCAR INC | 32,780 | 1,864,000 | 1.22% | ||
| 30 | TRINITY INDUSTRIES INC | 38,644 | 1,805,000 | 1.19% | ||
| 31 | CHIPOTLE MEXICAN GRILL INC | 2,687 | 1,791,000 | 1.18% | ||
| 32 | SKYWORKS SOLUTIONS INC | 30,672 | 1,781,000 | 1.17% | ||
| 33 | SIRONA DENTAL SYS INC | 23,211 | 1,780,000 | 1.17% | ||
| 34 | Inland Real Estate Corp | 178,734 | 1,771,000 | 1.16% | ||
| 35 | BORGWARNER INC | 33,264 | 1,750,000 | 1.15% | ||
| 36 | KRISPY KREME DOUGHNT | 101,695 | 1,745,000 | 1.15% | ||
| 37 | EVERTEC INC | 78,016 | 1,743,000 | 1.14% | ||
| 38 | SYNCHRONOSS TECHNOLOGIES INC | 37,913 | 1,736,000 | 1.14% | ||
| 39 | ROSS STORES INC | 22,665 | 1,713,000 | 1.12% | ||
| 40 | BED BATH & BEYOND INC | 25,957 | 1,709,000 | 1.12% | ||
| 41 | HEXCEL CORPORATION | 42,123 | 1,672,000 | 1.10% | ||
| 42 | PROSPERITY BANCSHARES INC | 28,927 | 1,654,000 | 1.09% | ||
| 43 | PRICELINE GROUP INC (THE) | 1,402 | 1,624,000 | 1.07% | ||
| 44 | RIVERBED TECHNOLOGY INC | 86,250 | 1,600,000 | 1.05% | ||
| 45 | PAYCHEX INC | 35,702 | 1,578,000 | 1.04% | ||
| 46 | EASTMAN CHEM CO COM | 19,486 | 1,576,000 | 1.03% | ||
| 47 | DREW INDUSTRIES | 37,044 | 1,563,000 | 1.03% | ||
| 48 | AKAMAI TECHNOLOGIES INC | 26,128 | 1,562,000 | 1.03% | ||
| 49 | IPC THE HOSPITALIST CO | 33,955 | 1,521,000 | 1.00% | ||
| 50 | GENTEX CORP | 56,609 | 1,515,000 | 0.99% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001062993-14-006179, filed 2014.10.29).
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.
