| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLFAX CORP | 4,574,215 | 211,100,000 | 19.75% | ||
| 2 | INTERACTIVE INTELLIGENCE GRO COM | 2,801,736 | 124,593,000 | 11.66% | ||
| 3 | HEICO CORP NEW | 1,946,621 | 98,830,000 | 9.25% | ||
| 4 | REALD INC | 7,880,790 | 97,170,000 | 9.09% | ||
| 5 | US Ecology Inc | 1,856,274 | 90,438,000 | 8.46% | ||
| 6 | HOMEAWAY INC | 2,691,439 | 83,758,000 | 7.84% | ||
| 7 | AMERICAS CAR MART INC COM | 1,257,966 | 62,043,000 | 5.81% | ||
| 8 | PLATFORM SPECIALTY PRODS COR | 2,414,920 | 61,774,000 | 5.78% | ||
| 9 | DORMAN PRODS INC COM | 661,965 | 31,549,000 | 2.95% | ||
| 10 | NATIONAL INSTRS CORP | 1,024,716 | 30,188,000 | 2.82% | ||
| 11 | MARKEL CORP | 32,977 | 26,404,000 | 2.47% | ||
| 12 | FASTENAL CO | 621,258 | 26,205,000 | 2.45% | ||
| 13 | GARTNER INC | 301,494 | 25,862,000 | 2.42% | ||
| 14 | POLARIS INDS INC | 145,172 | 21,501,000 | 2.01% | ||
| 15 | ANSYS | 231,089 | 21,085,000 | 1.97% | ||
| 16 | VERISK ANALYTICS INC | 283,952 | 20,660,000 | 1.93% | ||
| 17 | FACTSET RESH SYS INC | 126,790 | 20,605,000 | 1.93% | ||
| 18 | WATERS CORP | 116,076 | 14,902,000 | 1.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-032201, filed 2015.08.14).
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.
