| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLFAX CORP | 5,329,338 | 159,400,000 | 15.84% | ||
| 2 | INTERACTIVE INTELLIGENCE GRO COM | 3,038,898 | 90,286,000 | 8.97% | ||
| 3 | HEICO CORP NEW | 1,894,305 | 86,020,000 | 8.55% | ||
| 4 | REALD INC | 6,766,875 | 65,030,000 | 6.46% | ||
| 5 | HOMEAWAY INC | 2,322,208 | 61,631,000 | 6.12% | ||
| 6 | US Ecology Inc | 1,383,355 | 60,383,000 | 6.00% | ||
| 7 | FASTENAL CO | 1,533,010 | 56,123,000 | 5.58% | ||
| 8 | GARTNER INC | 582,069 | 48,853,000 | 4.86% | ||
| 9 | FACTSET RESH SYS INC | 304,934 | 48,732,000 | 4.84% | ||
| 10 | AMERICAS CAR MART INC COM | 1,272,414 | 42,104,000 | 4.18% | ||
| 11 | WATERS CORP | 347,085 | 41,029,000 | 4.08% | ||
| 12 | NATIONAL INSTRS CORP | 1,422,938 | 39,543,000 | 3.93% | ||
| 13 | MARKEL CORP | 48,601 | 38,971,000 | 3.87% | ||
| 14 | VERISK ANALYTICS INC | 526,646 | 38,924,000 | 3.87% | ||
| 15 | PLATFORM SPECIALTY PRODS COR | 2,921,051 | 36,951,000 | 3.67% | ||
| 16 | ANSYS | 418,891 | 36,921,000 | 3.67% | ||
| 17 | INTERACTIVE BROKERS GROUP INC COM CL A | 924,715 | 36,499,000 | 3.63% | ||
| 18 | POLARIS INDS INC | 157,024 | 18,822,000 | 1.87% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-041661, 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.
