| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CARMAX | 1,424,852 | 91,746,000 | 4.98% | ||
| 2 | TESLA INC | 417,387 | 89,192,000 | 4.84% | ||
| 3 | LULULEMON ATHLETICA | 1,363,636 | 88,623,000 | 4.81% | ||
| 4 | ATHENA HEALTH INC. | 803,155 | 84,468,000 | 4.58% | ||
| 5 | ALPHABET INC | 105,872 | 81,715,000 | 4.43% | ||
| 6 | ALLIANCE DATA SYSTEM | 355,267 | 81,178,000 | 4.41% | ||
| 7 | BAIDU INC | 489,765 | 80,522,000 | 4.37% | ||
| 8 | ADOBE INC | 777,400 | 80,033,000 | 4.34% | ||
| 9 | SALESFORCE COM INC | 1,163,511 | 79,654,000 | 4.32% | ||
| 10 | STARBUCKS CORP | 1,408,456 | 78,197,000 | 4.24% | ||
| 11 | PRICELINE GRP INC | 53,027 | 77,742,000 | 4.22% | ||
| 12 | NIKE INC | 1,528,288 | 77,684,000 | 4.22% | ||
| 13 | CHIPOTLE MEXICAN GRILL INC | 204,728 | 77,248,000 | 4.19% | ||
| 14 | ALIBABA GROUP HLDG LTD | 864,788 | 75,937,000 | 4.12% | ||
| 15 | WORKDAY A | 1,133,641 | 74,923,000 | 4.07% | ||
| 16 | PVH CORPORATION | 808,876 | 72,992,000 | 3.96% | ||
| 17 | Ultimate Software Group Inc | 397,232 | 72,435,000 | 3.93% | ||
| 18 | COMSCORE INC | 1,544,052 | 48,761,000 | 2.65% | ||
| 19 | RESTORATION HARDWARE HLDGS I | 1,292,667 | 39,685,000 | 2.15% | ||
| 20 | PTC | 838,105 | 38,779,000 | 2.10% | ||
| 21 | ZILLOW GROUP | 842,424 | 30,723,000 | 1.67% | ||
| 22 | VANTIV INC | 512,910 | 30,580,000 | 1.66% | ||
| 23 | SHUTTERFLY INC | 606,562 | 30,436,000 | 1.65% | ||
| 24 | SCHWAB CHARLES CORP | 757,217 | 29,888,000 | 1.62% | ||
| 25 | TIFFANY | 381,063 | 29,506,000 | 1.60% | ||
| 26 | JD COM INC ADR | 1,098,561 | 27,947,000 | 1.52% | ||
| 27 | PROOFPOINT INC | 377,945 | 26,702,000 | 1.45% | ||
| 28 | REALOGY HLDGS CORP | 1,000,653 | 25,747,000 | 1.40% | ||
| 29 | SPROUTS FMRS MKT INC | 1,360,500 | 25,740,000 | 1.40% | ||
| 30 | BUFFALO WILD WINGS INC | 161,527 | 24,941,000 | 1.35% | ||
| 31 | GLOBALSTAR INC | 14,739,075 | 23,288,000 | 1.26% | ||
| 32 | STAMPS COM INC COM NEW | 161,770 | 18,547,000 | 1.01% | ||
| 33 | ACADIA HEALTHCARE COMPANY IN | 559,280 | 18,512,000 | 1.00% | ||
| 34 | ZOES KITCHEN INC | 358,692 | 8,605,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001397545-17-000002, filed 2017.02.14).
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.
