| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZOES KITCHEN INC | 641,385 | 11,865,000 | 0.65% | ||
| 2 | PROOFPOINT INC | 339,665 | 25,257,000 | 1.39% | ||
| 3 | SHUTTERFLY INC | 527,322 | 25,464,000 | 1.40% | ||
| 4 | ZILLOW GROUP INC | 762,914 | 25,688,000 | 1.41% | ||
| 5 | SCHWAB CHARLES CORP | 649,177 | 26,493,000 | 1.45% | ||
| 6 | CARMAX INC | 452,603 | 26,803,000 | 1.47% | ||
| 7 | JD COM INC | 862,271 | 26,825,000 | 1.47% | ||
| 8 | WORKDAY INC | 327,778 | 27,297,000 | 1.50% | ||
| 9 | VANTIV INC | 428,870 | 27,499,000 | 1.51% | ||
| 10 | TIFFANY & CO NEW | 295,753 | 28,185,000 | 1.55% | ||
| 11 | BUFFALO WILD WINGS INC | 186,237 | 28,447,000 | 1.56% | ||
| 12 | REALOGY HLDGS CORP | 982,203 | 29,260,000 | 1.60% | ||
| 13 | ACADIA COMPANY COM | 715,690 | 31,204,000 | 1.71% | ||
| 14 | SPROUTS FMRS MKT INC | 1,379,290 | 31,889,000 | 1.75% | ||
| 15 | GLOBALSTAR INC | 21,778,715 | 34,846,000 | 1.91% | ||
| 16 | PTC INC | 808,785 | 42,501,000 | 2.33% | ||
| 17 | STAMPS COM INC COM NEW | 463,838 | 54,895,000 | 3.01% | ||
| 18 | RH | 1,369,237 | 63,341,000 | 3.47% | ||
| 19 | LULULEMON ATHLETICA INC | 1,292,276 | 67,030,000 | 3.68% | ||
| 20 | DICKS SPORTING GOODS INC | 1,553,697 | 75,603,000 | 4.15% | ||
| 21 | ALPHABET INC | 91,546 | 75,943,000 | 4.16% | ||
| 22 | BAIDU INC | 440,715 | 76,032,000 | 4.17% | ||
| 23 | PRICELINE GRP INC | 43,377 | 77,209,000 | 4.23% | ||
| 24 | SALESFORCE COM INC | 936,721 | 77,270,000 | 4.24% | ||
| 25 | NIKE INC | 1,396,388 | 77,820,000 | 4.27% | ||
| 26 | ALIBABA GROUP HLDG LTD | 722,598 | 77,918,000 | 4.27% | ||
| 27 | STARBUCKS CORP | 1,349,736 | 78,811,000 | 4.32% | ||
| 28 | ULTIMATE SOFTWARE GROUP INCORPORATED | 405,362 | 79,131,000 | 4.34% | ||
| 29 | ALLIANCE DATA SYSTEMS CORP | 318,044 | 79,193,000 | 4.34% | ||
| 30 | ATHENA HEALTH INC. | 707,685 | 79,749,000 | 4.37% | ||
| 31 | ADOBE INC | 629,270 | 81,887,000 | 4.49% | ||
| 32 | CHIPOTLE MEXICAN GRILL INC | 187,378 | 83,481,000 | 4.58% | ||
| 33 | TESLA INC | 301,947 | 84,032,000 | 4.61% | ||
| 34 | PVH CORPORATION | 818,197 | 84,659,000 | 4.64% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001397545-17-000008, filed 2017.05.15).
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.
