| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INVESTORS BANCORP INC NEW | 28,570,028 | 352,554,000 | 10.98% | ||
| 2 | AGCO | 6,519,700 | 304,014,000 | 9.47% | ||
| 3 | XILINX INC | 6,911,945 | 293,066,000 | 9.13% | ||
| 4 | RACKSPACE HOSTING INC | 11,363,939 | 280,462,000 | 8.74% | ||
| 5 | BWX TECHNOLOGIES INC COM | 10,561,086 | 278,390,000 | 8.67% | ||
| 6 | AKAMAI TECH | 3,719,415 | 256,863,000 | 8.00% | ||
| 7 | AVNET INC | 5,369,796 | 229,183,000 | 7.14% | ||
| 8 | ALLSCRIPTS HEALTHCARE | 14,422,113 | 178,834,000 | 5.57% | ||
| 9 | ROWAN COMPANIES PLC SHS CL A | 9,992,812 | 161,384,000 | 5.03% | ||
| 10 | WASTE CONNECTIONS INC | 5,772,691 | 152,514,000 | 4.75% | ||
| 11 | CHICOS FAS INC | 8,199,797 | 128,983,000 | 4.02% | ||
| 12 | COMPUTER SCIENCE | 1,643,300 | 100,866,000 | 3.14% | ||
| 13 | BABCOCK & WILCOX ENTERPRIS INC COM | 5,280,542 | 88,713,000 | 2.76% | ||
| 14 | GLOBE SPECIALTY METALS INC | 7,001,831 | 84,932,000 | 2.65% | ||
| 15 | INTERXION HOLDING N.V | 2,736,504 | 74,105,000 | 2.31% | ||
| 16 | SOLARWINDS INC | 1,831,900 | 71,884,000 | 2.24% | ||
| 17 | ENTEGRIS INC | 4,476,559 | 59,046,000 | 1.84% | ||
| 18 | CLEAN HARBORS INC | 967,985 | 42,562,000 | 1.33% | ||
| 19 | FOSSIL GROUP INC | 500,000 | 27,940,000 | 0.87% | ||
| 20 | KLX INC COM | 455,000 | 16,262,000 | 0.51% | ||
| 21 | WebMD Health Corp | 376,192 | 14,987,000 | 0.47% | ||
| 22 | TRIBUNE MEDIA CO | 360,578 | 12,837,000 | 0.40% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-041304, filed 2015.11.16).
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.
