| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INVESTORS BANCORP INC NEW | 30,562,428 | 355,747,000 | 11.96% | ||
| 2 | BWX TECHNOLOGIES INC COM | 10,561,086 | 354,430,000 | 11.91% | ||
| 3 | XILINX INC | 7,201,145 | 341,550,000 | 11.48% | ||
| 4 | AGCO | 6,589,700 | 327,508,000 | 11.01% | ||
| 5 | AVNET INC | 6,193,796 | 274,385,000 | 9.22% | ||
| 6 | RACKSPACE HOSTING INC | 11,746,039 | 253,597,000 | 8.52% | ||
| 7 | ROWAN COMPANIES PLC SHS CL A | 9,992,812 | 160,884,000 | 5.41% | ||
| 8 | ALLSCRIPTS HEALTHCARE | 10,759,695 | 142,136,000 | 4.78% | ||
| 9 | WASTE CONNECTIONS INC | 3,978,627 | 123,457,000 | 4.15% | ||
| 10 | BABCOCK & WILCOX ENTERPRIS INC COM | 5,185,542 | 110,971,000 | 3.73% | ||
| 11 | F5 NETWORKS INC | 966,742 | 102,330,000 | 3.44% | ||
| 12 | VERINT SYS INC COM | 2,797,791 | 93,390,000 | 3.14% | ||
| 13 | ISHARES TR | 649,000 | 71,792,000 | 2.41% | ||
| 14 | SPDR S&P 500 ETF TR | 305,000 | 62,696,000 | 2.11% | ||
| 15 | FERROGLOBE PLC SHS | 7,101,831 | 62,567,000 | 2.10% | ||
| 16 | CHICOS FAS INC | 4,087,159 | 54,237,000 | 1.82% | ||
| 17 | ENTEGRIS INC | 3,026,559 | 41,222,000 | 1.39% | ||
| 18 | INTERXION HOLDING N.V | 623,686 | 21,567,000 | 0.72% | ||
| 19 | LEGG MASON INC | 599,506 | 20,791,000 | 0.70% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-065569, filed 2016.05.16).
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.
