| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SKYWORKS SOLUTIONS INC | 15,663 | 1,203,000 | 3.42% | ||
| 2 | CERNER CORP | 18,347 | 1,104,000 | 3.13% | ||
| 3 | AMERICAN CAMPUS CMNTYS INC | 20,006 | 827,000 | 2.35% | ||
| 4 | DELTA AIRLINES INC DEL | 16,184 | 820,000 | 2.33% | ||
| 5 | UNIVERSAL HLTH SVCS INC | 6,818 | 815,000 | 2.31% | ||
| 6 | SEI INVESTMENTS CO | 15,397 | 807,000 | 2.29% | ||
| 7 | ROSS STORES INC | 14,476 | 779,000 | 2.21% | ||
| 8 | EXPEDIA INC DEL | 6,154 | 765,000 | 2.17% | ||
| 9 | MARSH & MCLENNAN COS INC | 13,493 | 748,000 | 2.12% | ||
| 10 | MASCO CORP | 26,148 | 740,000 | 2.10% | ||
| 11 | INTERPUBLIC GROUP COS INC | 31,565 | 735,000 | 2.09% | ||
| 12 | MANPOWER INC | 8,677 | 731,000 | 2.08% | ||
| 13 | ADVANCE AUTO PARTS INC | 4,761 | 717,000 | 2.04% | ||
| 14 | JUNIPER NETWORKS | 25,934 | 716,000 | 2.03% | ||
| 15 | REGENERON PHARMACEUTICALS | 1,315 | 714,000 | 2.03% | ||
| 16 | MARRIOTT INTL | 10,476 | 702,000 | 1.99% | ||
| 17 | ALLERGAN PLC | 2,191 | 685,000 | 1.94% | ||
| 18 | HYATT HOTELS CORP COM CL A | 14,405 | 677,000 | 1.92% | ||
| 19 | AFFILIATED MANAGERS GROUP | 4,201 | 671,000 | 1.91% | ||
| 20 | LINKEDIN CORP COM CL A | 2,876 | 647,000 | 1.84% | ||
| 21 | THOR INDS INC COM | 11,400 | 640,000 | 1.82% | ||
| 22 | DR PEPPER SNAPPLE GROUP INC | 6,687 | 623,000 | 1.77% | ||
| 23 | TENET HEALTHCARE CORP | 19,636 | 595,000 | 1.69% | ||
| 24 | RED HAT INC | 6,984 | 578,000 | 1.64% | ||
| 25 | MEAD JOHNSON NUTRITION CO | 7,199 | 568,000 | 1.61% | ||
| 26 | SERVICE CORP INTL COM | 21,566 | 561,000 | 1.59% | ||
| 27 | DISCOVERY COMMUNICATNS NEW | 20,249 | 540,000 | 1.53% | ||
| 28 | BROADCOM CORP CL A | 8,966 | 518,000 | 1.47% | ||
| 29 | SOUTHWEST AIRLS CO | 11,983 | 516,000 | 1.46% | ||
| 30 | UNITED RENTALS | 7,068 | 513,000 | 1.46% | ||
| 31 | FORTINET | 15,872 | 495,000 | 1.41% | ||
| 32 | INTUIT | 4,977 | 480,000 | 1.36% | ||
| 33 | SIGNET JEWELERS LIMITED SHS | 3,861 | 478,000 | 1.36% | ||
| 34 | ROCKWELL AUTOMATION INC | 4,587 | 471,000 | 1.34% | ||
| 35 | CONSTELLATION BRANDS INC | 3,276 | 467,000 | 1.33% | ||
| 36 | MEDNAX INC | 6,491 | 465,000 | 1.32% | ||
| 37 | INTERCONTINENTAL EXCHANGE IN | 1,800 | 461,000 | 1.31% | ||
| 38 | CHURCH & DWIGHT | 5,402 | 459,000 | 1.30% | ||
| 39 | VERISK ANALYTICS INC | 5,750 | 442,000 | 1.25% | ||
| 40 | TYSON FOODS INC | 7,987 | 426,000 | 1.21% | ||
| 41 | ALBEMARLE CORP | 7,599 | 426,000 | 1.21% | ||
| 42 | CHEESECAKE FACTORY INC | 9,200 | 424,000 | 1.20% | ||
| 43 | WILLIAMS SONOMA INC COM | 7,250 | 423,000 | 1.20% | ||
| 44 | TRI POINTE HOMES INC COM | 33,382 | 423,000 | 1.20% | ||
| 45 | LEVEL 3 COMM | 7,109 | 386,000 | 1.10% | ||
| 46 | CARPENTER TECHNOLOGY CORP | 12,183 | 369,000 | 1.05% | ||
| 47 | EASTMAN CHEM CO | 5,424 | 366,000 | 1.04% | ||
| 48 | Coca Cola Enterprises | 7,278 | 358,000 | 1.02% | ||
| 49 | PVH CORPORATION | 4,710 | 347,000 | 0.99% | ||
| 50 | DAVITA INC | 4,844 | 338,000 | 0.96% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-16-000380, filed 2016.02.03).
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.
