| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | 192,276 | 16,613,000 | 4.64% | ||
| 2 | ELECTRONIC ARTS INC | 189,043 | 16,144,000 | 4.51% | ||
| 3 | AMAZON COM INC | 18,255 | 15,285,000 | 4.27% | ||
| 4 | FIDELITY NATL INFORMATION SV | 195,595 | 15,067,000 | 4.21% | ||
| 5 | FACEBOOK INC | 113,470 | 14,555,000 | 4.06% | ||
| 6 | RED HAT INC | 173,428 | 14,018,000 | 3.91% | ||
| 7 | HD Supply Holdings Inc | 435,093 | 13,914,000 | 3.88% | ||
| 8 | SHIRE PLC | 68,105 | 13,203,000 | 3.68% | ||
| 9 | AMERICAN TOWER CORP NEW | 113,445 | 12,857,000 | 3.59% | ||
| 10 | VWR CORP | 450,202 | 12,768,000 | 3.56% | ||
| 11 | APPLE COMPUTER INC | 108,915 | 12,313,000 | 3.44% | ||
| 12 | NXP SEMICONDUCTORS N V | 118,776 | 12,116,000 | 3.38% | ||
| 13 | DICKS SPORTING GOODS | 204,026 | 11,572,000 | 3.23% | ||
| 14 | QUANTA SVCS INC | 412,565 | 11,548,000 | 3.22% | ||
| 15 | UNITEDHEALTH GROUP INC | 80,125 | 11,218,000 | 3.13% | ||
| 16 | J2 GLOBAL INC | 154,159 | 10,269,000 | 2.87% | ||
| 17 | TRANSUNION | 291,155 | 10,045,000 | 2.80% | ||
| 18 | GRANITE CONSTR INC | 201,722 | 10,034,000 | 2.80% | ||
| 19 | CommVault Systems Inc | 184,063 | 9,779,000 | 2.73% | ||
| 20 | SALESFORCE COM INC | 134,583 | 9,600,000 | 2.68% | ||
| 21 | MONSTER BEVERAGE COR | 64,805 | 9,514,000 | 2.66% | ||
| 22 | INTERXION HOLDING N.V | 260,771 | 9,445,000 | 2.64% | ||
| 23 | KENNAMETAL INC | 316,976 | 9,199,000 | 2.57% | ||
| 24 | BUILDERS FIRSTSOURCE INC | 790,009 | 9,093,000 | 2.54% | ||
| 25 | CENTENE CORP DEL | 134,264 | 8,990,000 | 2.51% | ||
| 26 | ELECTRONICS FOR IMAGING INC | 183,546 | 8,979,000 | 2.51% | ||
| 27 | EPAM SYS INC | 126,195 | 8,747,000 | 2.44% | ||
| 28 | DOLLAR TREE INC | 86,009 | 6,789,000 | 1.89% | ||
| 29 | ROYAL CARIBBEAN GROUP | 87,784 | 6,579,000 | 1.84% | ||
| 30 | ALLERGAN PLC | 23,459 | 5,403,000 | 1.51% | ||
| 31 | PLANET FITNESS INC | 260,137 | 5,221,000 | 1.46% | ||
| 32 | PORTOLA PHARMACEUTICALS INC | 160,229 | 3,639,000 | 1.02% | ||
| 33 | MONSANTO CO NEW | 33,200 | 3,393,000 | 0.95% | ||
| 34 | BRISTOL MYERS SQUIBB CO | 61,145 | 3,297,000 | 0.92% | ||
| 35 | Galapagos NV GLPG-AMS | 45,127 | 2,899,000 | 0.81% | ||
| 36 | SPROUTS FMRS MKT INC | 126,125 | 2,604,000 | 0.73% | ||
| 37 | CERUS CORP | 218,049 | 1,354,000 | 0.38% | ||
| 38 | GALAPAGOS NV | 3,649 | 236,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001350312-16-000011, filed 2016.10.27).
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.
