| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZEBRA TECHNOLOGIES CORPORATION CL A | 453,874 | 50,403,000 | 8.09% | ||
| 2 | GENESEE AND WYOMING INC INC CL A | 586,984 | 44,716,000 | 7.18% | ||
| 3 | AIRCASTLE LTD | 1,969,708 | 44,653,000 | 7.17% | ||
| 4 | UNITED RENTALS | 479,401 | 42,005,000 | 6.75% | ||
| 5 | CREDIT ACCEP CORP MICH | 170,489 | 41,971,000 | 6.74% | ||
| 6 | KEURIG GREEN MTN INC | 543,313 | 41,634,000 | 6.69% | ||
| 7 | VistaPrint NV | 455,851 | 38,364,000 | 6.16% | ||
| 8 | EBAY INC | 624,100 | 37,596,000 | 6.04% | ||
| 9 | COMMSCOPE HLDG COMPANY INCORPORATED | 1,045,642 | 31,903,000 | 5.12% | ||
| 10 | PENSKE AUTOMOTIVE GRP INC | 580,725 | 30,262,000 | 4.86% | ||
| 11 | WORLD ACCEP CORPORATION COM | 485,517 | 29,864,000 | 4.80% | ||
| 12 | NeuStar Inc | 1,015,799 | 29,671,000 | 4.77% | ||
| 13 | QUALCOMM INC | 439,732 | 27,540,000 | 4.42% | ||
| 14 | STRAYER EDUCATION INC | 586,167 | 25,264,000 | 4.06% | ||
| 15 | GAMING & LEISURE PPTYS INC | 641,711 | 23,525,000 | 3.78% | ||
| 16 | SEI INVESTMENTS CO | 316,997 | 15,542,000 | 2.50% | ||
| 17 | SINCLAIR BROADCAST GROUP INC | 446,286 | 12,456,000 | 2.00% | ||
| 18 | DISCOVERY C | 358,583 | 11,145,000 | 1.79% | ||
| 19 | GENERAL MTRS CO | 325,850 | 10,861,000 | 1.74% | ||
| 20 | COGNIZANT TECHNOLOGY SOLUTIO | 175,352 | 10,712,000 | 1.72% | ||
| 21 | AMPHENOL CORP NEW CL A | 142,728 | 8,274,000 | 1.33% | ||
| 22 | ASBURY AUTOMOTIVE GROUP INC COM | 87,021 | 7,886,000 | 1.27% | ||
| 23 | Pinnacle Entertainment | 61,771 | 2,303,000 | 0.37% | ||
| 24 | JD COM INC ADR | 63,578 | 2,168,000 | 0.35% | ||
| 25 | ACTUANT CORP | 40,142 | 927,000 | 0.15% | ||
| 26 | TRIPADVISOR INC | 8,298 | 723,000 | 0.12% | ||
| 27 | FLEETMATICS GROUP PLC | 6,740 | 316,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-15-006035, filed 2015.08.14).
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.
