| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SKYWORKS SOLUTIONS INC | 22,647 | 1,433,000 | 4.11% | ||
| 2 | FORTINET | 39,163 | 1,237,000 | 3.55% | ||
| 3 | UNIVERSAL HLTH SVCS INC | 6,818 | 914,000 | 2.62% | ||
| 4 | CARDINAL HEALTH INC | 11,188 | 873,000 | 2.51% | ||
| 5 | JUNIPER NETWORKS | 36,654 | 824,000 | 2.37% | ||
| 6 | AMERICAN CAMPUS CMNTYS INC | 15,368 | 813,000 | 2.33% | ||
| 7 | MASCO CORP | 26,148 | 809,000 | 2.32% | ||
| 8 | MARSH & MCLENNAN COS INC | 11,393 | 780,000 | 2.24% | ||
| 9 | INTUIT | 6,914 | 772,000 | 2.22% | ||
| 10 | ADVANCE AUTO PARTS INC | 4,761 | 770,000 | 2.21% | ||
| 11 | ROSS STORES INC | 13,173 | 747,000 | 2.14% | ||
| 12 | SEI INVESTMENTS CO | 15,402 | 741,000 | 2.13% | ||
| 13 | EXPEDIA INC DEL | 6,860 | 729,000 | 2.09% | ||
| 14 | INTERPUBLIC GROUP COS INC | 31,565 | 729,000 | 2.09% | ||
| 15 | RED HAT INC | 9,826 | 713,000 | 2.05% | ||
| 16 | HYATT HOTELS CORP COM CL A | 14,405 | 708,000 | 2.03% | ||
| 17 | CERNER CORP | 11,203 | 656,000 | 1.88% | ||
| 18 | MEAD JOHNSON NUTRITION CO | 7,046 | 639,000 | 1.83% | ||
| 19 | MARRIOTT INTL | 9,476 | 630,000 | 1.81% | ||
| 20 | ALBEMARLE CORP | 7,599 | 603,000 | 1.73% | ||
| 21 | Sovran Self Storage, Inc. | 5,683 | 596,000 | 1.71% | ||
| 22 | WILLIAMS SONOMA INC COM | 11,350 | 592,000 | 1.70% | ||
| 23 | AFFILIATED MANAGERS GROUP | 4,201 | 591,000 | 1.70% | ||
| 24 | DELTA AIRLINES INC DEL | 16,184 | 590,000 | 1.69% | ||
| 25 | DISCOVERY COMMUNICATNS NEW | 22,898 | 578,000 | 1.66% | ||
| 26 | PVH CORPORATION | 6,012 | 567,000 | 1.63% | ||
| 27 | MANPOWER INC | 8,677 | 558,000 | 1.60% | ||
| 28 | TENET HEALTHCARE CORP | 19,636 | 543,000 | 1.56% | ||
| 29 | APPLIED MATLS INC | 22,385 | 537,000 | 1.54% | ||
| 30 | ROCKWELL AUTOMATION INC | 4,587 | 527,000 | 1.51% | ||
| 31 | THOR INDS INC COM | 7,700 | 498,000 | 1.43% | ||
| 32 | SERVICE CORP INTL COM | 17,583 | 475,000 | 1.36% | ||
| 33 | UNITED RENTALS | 7,068 | 474,000 | 1.36% | ||
| 34 | MEDNAX INC | 6,491 | 470,000 | 1.35% | ||
| 35 | SOUTHWEST AIRLS CO | 11,983 | 470,000 | 1.35% | ||
| 36 | VERISK ANALYTICS INC | 5,750 | 466,000 | 1.34% | ||
| 37 | SPROUTS FMRS MKT INC | 20,042 | 459,000 | 1.32% | ||
| 38 | REGENERON PHARMACEUTICALS | 1,315 | 459,000 | 1.32% | ||
| 39 | SIGNET JEWELERS LIMITED SHS | 5,471 | 451,000 | 1.29% | ||
| 40 | CHEESECAKE FACTORY INC | 9,200 | 443,000 | 1.27% | ||
| 41 | TYSON FOODS INC | 6,573 | 439,000 | 1.26% | ||
| 42 | CARPENTER TECHNOLOGY CORP | 12,183 | 401,000 | 1.15% | ||
| 43 | INTUITIVE SURGICAL INC | 604 | 399,000 | 1.15% | ||
| 44 | CRANE COMPANY | 7,016 | 398,000 | 1.14% | ||
| 45 | TRI POINTE HOMES INC COM | 33,382 | 395,000 | 1.13% | ||
| 46 | DAVITA INC | 4,844 | 375,000 | 1.08% | ||
| 47 | EASTMAN CHEM CO | 5,424 | 368,000 | 1.06% | ||
| 48 | HAIN CELESTIAL GROUP INC COM | 7,397 | 368,000 | 1.06% | ||
| 49 | LEVEL 3 COMM | 7,109 | 366,000 | 1.05% | ||
| 50 | PAYCHEX INC | 5,957 | 354,000 | 1.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-16-000558, filed 2016.08.05).
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.
