| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | 202,395 | 17,562,000 | 4.22% | ||
| 2 | AMERICAN TOWER CORP NEW | 150,755 | 17,127,000 | 4.11% | ||
| 3 | RED HAT INC | 220,364 | 15,998,000 | 3.84% | ||
| 4 | TRANSUNION | 474,872 | 15,880,000 | 3.81% | ||
| 5 | VWR CORP | 544,312 | 15,731,000 | 3.78% | ||
| 6 | ELECTRONIC ARTS INC | 206,543 | 15,648,000 | 3.76% | ||
| 7 | FIDELITY NATL INFORMATION SV | 206,405 | 15,208,000 | 3.65% | ||
| 8 | HD Supply Holdings Inc | 432,978 | 15,076,000 | 3.62% | ||
| 9 | UNITEDHEALTH GROUP INC | 103,265 | 14,581,000 | 3.50% | ||
| 10 | AMAZON COM INC | 19,898 | 14,239,000 | 3.42% | ||
| 11 | SPROUTS FMRS MKT INC | 598,035 | 13,695,000 | 3.29% | ||
| 12 | SALESFORCE COM INC | 165,158 | 13,115,000 | 3.15% | ||
| 13 | ALLERGAN PLC | 54,169 | 12,518,000 | 3.00% | ||
| 14 | DOLLAR TREE INC | 127,231 | 11,990,000 | 2.88% | ||
| 15 | SKECHERS U S A INC | 399,161 | 11,863,000 | 2.85% | ||
| 16 | CENTENE CORP DEL | 165,703 | 11,826,000 | 2.84% | ||
| 17 | J2 GLOBAL INC | 183,564 | 11,596,000 | 2.78% | ||
| 18 | MONSTER BEVERAGE COR | 69,330 | 11,142,000 | 2.67% | ||
| 19 | ALPHABET INC | 15,105 | 10,454,000 | 2.51% | ||
| 20 | NXP SEMICONDUCTORS N V | 130,006 | 10,185,000 | 2.44% | ||
| 21 | GRANITE CONSTR INC | 221,692 | 10,098,000 | 2.42% | ||
| 22 | ELECTRONICS FOR IMAGING INC | 229,171 | 9,864,000 | 2.37% | ||
| 23 | CommVault Systems Inc | 213,598 | 9,225,000 | 2.21% | ||
| 24 | PAYCOM SOFTWARE INC | 213,396 | 9,221,000 | 2.21% | ||
| 25 | KATE SPADE & CO | 421,117 | 8,679,000 | 2.08% | ||
| 26 | ROYAL CARIBBEAN GROUP | 125,570 | 8,432,000 | 2.02% | ||
| 27 | ADTRAN INC COM | 426,334 | 7,951,000 | 1.91% | ||
| 28 | CHECK POINT SOFTWARE TECH LT | 99,621 | 7,938,000 | 1.91% | ||
| 29 | SONIC CORP | 287,508 | 7,777,000 | 1.87% | ||
| 30 | SCHWAB CHARLES CORP | 294,190 | 7,446,000 | 1.79% | ||
| 31 | BUILDERS FIRSTSOURCE INC | 600,992 | 6,761,000 | 1.62% | ||
| 32 | PLANET FITNESS INC | 354,615 | 6,695,000 | 1.61% | ||
| 33 | SHIRE PLC | 35,100 | 6,461,000 | 1.55% | ||
| 34 | EPAM SYS INC | 97,700 | 6,283,000 | 1.51% | ||
| 35 | PORTOLA PHARMACEUTICALS INC | 221,414 | 5,225,000 | 1.25% | ||
| 36 | Galapagos NV GLPG-AMS | 94,173 | 5,171,000 | 1.24% | ||
| 37 | ADVISORY BRD CO COM | 118,314 | 4,187,000 | 1.00% | ||
| 38 | DICKS SPORTING GOODS | 89,371 | 4,027,000 | 0.97% | ||
| 39 | AKORN INC | 132,475 | 3,774,000 | 0.91% | ||
| 40 | CERUS CORP | 427,558 | 2,668,000 | 0.64% | ||
| 41 | BROOKDALE SR LIVING INC | 146,147 | 2,257,000 | 0.54% | ||
| 42 | GALAPAGOS NV | 18,969 | 1,052,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001350312-16-000010, filed 2016.08.02).
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.
