| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AKAMAI TECH | 4,976,415 | 297,590,000 | 11.67% | ||
| 2 | RACKSPACE HOSTING INC | 9,098,087 | 296,143,000 | 11.62% | ||
| 3 | ROWAN COMPANIES PLC SHS CL A | 9,783,812 | 247,628,000 | 9.71% | ||
| 4 | INVESTORS BANCORP INC NEW | 22,340,577 | 226,310,000 | 8.88% | ||
| 5 | BABCOCK & WILCOX COMPANY | 7,326,502 | 202,871,000 | 7.96% | ||
| 6 | WASTE CONNECTIONS INC | 7,472,691 | 192,571,000 | 7.55% | ||
| 7 | CACI INTL INC CL A | 2,344,414 | 167,086,000 | 6.55% | ||
| 8 | CHICOS FAS INC | 10,525,273 | 155,458,000 | 6.10% | ||
| 9 | ALLSCRIPTS HEALTHCARE | 10,361,438 | 138,999,000 | 5.45% | ||
| 10 | GLOBE SPECIALTY METALS INC | 5,981,089 | 108,796,000 | 4.27% | ||
| 11 | CONVERSANT INC | 3,045,100 | 104,295,000 | 4.09% | ||
| 12 | INTERXION HOLDING N.V | 2,754,913 | 76,284,000 | 2.99% | ||
| 13 | AGCO | 1,651,736 | 75,088,000 | 2.95% | ||
| 14 | DOMINION DIAMOND CORP | 4,084,750 | 58,167,000 | 2.28% | ||
| 15 | NABORS INDUSTRIES LTD | 2,404,229 | 54,720,000 | 2.15% | ||
| 16 | ENTEGRIS INC | 4,198,927 | 48,288,000 | 1.89% | ||
| 17 | Blackhawk Network | 1,240,200 | 40,058,000 | 1.57% | ||
| 18 | CommVault Systems Inc | 628,400 | 31,671,000 | 1.24% | ||
| 19 | JUNIPER NETWORKS | 647,481 | 14,342,000 | 0.56% | ||
| 20 | EMPLOYERS HLDGS INC COM | 683,581 | 13,159,000 | 0.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-042149, filed 2014.11.14).
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.
