| # | % | |||||
|---|---|---|---|---|---|---|
| 151 | WALGREENS BOOTS ALLIANCE INC | 27,910 | 2,310,000 | 1.44% | ||
| 152 | US BANCORP DEL | 55,995 | 2,876,000 | 1.79% | ||
| 153 | Bear State Financial Inc | 285,277 | 2,896,000 | 1.80% | ||
| 154 | PEPSICO INC | 28,685 | 3,001,000 | 1.87% | ||
| 155 | HOME BANCSHARES INC | 108,640 | 3,017,000 | 1.88% | ||
| 156 | UNITED PARCEL SERVICE INC | 27,160 | 3,114,000 | 1.94% | ||
| 157 | SIERRA WIRELESS INC | 200,000 | 3,140,000 | 1.95% | ||
| 158 | FIDELITY NATL INFORMATION SV | 42,442 | 3,210,000 | 2.00% | ||
| 159 | COMMUNICATIONS SALES&LEAS | 135,532 | 3,444,000 | 2.14% | ||
| 160 | HOME DEPOT INC | 27,160 | 3,642,000 | 2.26% | ||
| 161 | SONUS NETWORKS INC | 617,200 | 3,888,000 | 2.42% | ||
| 162 | CALIX INC COM | 538,500 | 4,146,000 | 2.58% | ||
| 163 | Dassault Systems SA ADR | 54,320 | 4,148,000 | 2.58% | ||
| 164 | LENNOX INTL INC | 27,160 | 4,160,000 | 2.59% | ||
| 165 | HUNT J B TRANS SVCS INC | 45,586 | 4,425,000 | 2.75% | ||
| 166 | CRACKER BARREL OLD CTRY STOR | 27,160 | 4,535,000 | 2.82% | ||
| 167 | YUME INC | 1,340,000 | 4,797,000 | 2.98% | ||
| 168 | FEDEX CORP | 27,178 | 5,061,000 | 3.15% | ||
| 169 | BANK OF THE OZARKS INC | 109,140 | 5,740,000 | 3.57% | ||
| 170 | O REILLY AUTOMOTIVE INC NEW | 27,160 | 7,562,000 | 4.70% | ||
| 171 | CONVERGYS CORPORATION | 310,000 | 7,614,000 | 4.73% | ||
| 172 | UNION PAC CORP | 78,271 | 8,115,000 | 5.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001385925-17-000001, filed 2017.01.24).
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.
