| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INVESTORS BANCORP INC NEW | 28,670,028 | 356,655,000 | 11.41% | ||
| 2 | BWX TECHNOLOGIES INC COM | 10,561,086 | 335,526,000 | 10.74% | ||
| 3 | XILINX INC | 7,068,945 | 332,028,000 | 10.62% | ||
| 4 | AGCO | 6,519,700 | 295,929,000 | 9.47% | ||
| 5 | RACKSPACE HOSTING INC | 11,423,939 | 289,254,000 | 9.26% | ||
| 6 | AVNET INC | 5,443,796 | 233,212,000 | 7.46% | ||
| 7 | ROWAN COMPANIES PLC SHS CL A | 9,992,812 | 169,378,000 | 5.42% | ||
| 8 | ALLSCRIPTS HEALTHCARE | 10,759,695 | 165,484,000 | 5.30% | ||
| 9 | AKAMAI TECH | 2,999,400 | 157,858,000 | 5.05% | ||
| 10 | WASTE CONNECTIONS INC | 5,772,691 | 135,947,000 | 4.35% | ||
| 11 | BABCOCK & WILCOX ENTERPRIS INC COM | 5,280,542 | 110,205,000 | 3.53% | ||
| 12 | SOLARWINDS INC | 1,843,400 | 108,576,000 | 3.47% | ||
| 13 | CHICOS FAS INC | 8,199,797 | 87,492,000 | 2.80% | ||
| 14 | FERROGLOBE PLC SHS | 7,001,831 | 75,270,000 | 2.41% | ||
| 15 | ISHARES TR | 570,000 | 64,131,000 | 2.05% | ||
| 16 | VERINT SYS INC COM | 1,550,691 | 62,896,000 | 2.01% | ||
| 17 | INTERXION HOLDING N.V | 1,884,848 | 56,828,000 | 1.82% | ||
| 18 | ENTEGRIS INC | 3,026,559 | 40,162,000 | 1.29% | ||
| 19 | SPDR S&P 500 ETF TR | 158,000 | 32,215,000 | 1.03% | ||
| 20 | GENESEE AND WYOMING INC INC CL A | 300,000 | 16,107,000 | 0.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-053083, filed 2016.02.16).
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.
