| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 572,200 | 238,430,000 | 12.26% | ||
| 2 | TABLEAU SOFTWARE INC CL A | 2,405,000 | 222,511,000 | 11.44% | ||
| 3 | WORKDAY A | 2,238,150 | 188,922,000 | 9.71% | ||
| 4 | LIONS GATE ENTERTAINMENT ORD | 4,586,400 | 155,571,000 | 8.00% | ||
| 5 | TRIPADVISOR INC | 1,734,897 | 144,291,000 | 7.42% | ||
| 6 | TRANSDIGM GROUP INC COM | 617,783 | 135,121,000 | 6.95% | ||
| 7 | H & R BLOCK INC | 3,600,000 | 115,452,000 | 5.94% | ||
| 8 | LKQ CORP | 4,057,000 | 103,697,000 | 5.33% | ||
| 9 | AMERICAN TOWER CORP NEW | 1,000,000 | 94,150,000 | 4.84% | ||
| 10 | ILLUMINA INC | 500,000 | 92,820,000 | 4.77% | ||
| 11 | CONSTELLATION BRANDS INC | 635,000 | 73,793,000 | 3.79% | ||
| 12 | DAVITA INC | 770,000 | 62,586,000 | 3.22% | ||
| 13 | RESTAURANT BRANDS INTL INC | 1,400,000 | 53,774,000 | 2.76% | ||
| 14 | RALPH LAUREN CORP | 400,000 | 52,600,000 | 2.70% | ||
| 15 | PLATFORM SPECIALTY PRODS COR | 2,000,000 | 51,320,000 | 2.64% | ||
| 16 | AKAMAI TECH | 661,200 | 46,975,000 | 2.42% | ||
| 17 | PACIRA BIOSCIENCES INC | 500,000 | 44,425,000 | 2.28% | ||
| 18 | NEW RELIC INC | 1,251,000 | 43,410,000 | 2.23% | ||
| 19 | KNOWLES CORP COM | 1,300,000 | 25,051,000 | 1.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001216, filed 2015.05.15).
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.
