| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CELGENE CORP | 702,400 | 69,278,000 | 4.24% | ||
| 2 | LAM RESEARCH CORP | 668,100 | 56,160,000 | 3.44% | ||
| 3 | CROWN CASTLE | 525,950 | 53,347,000 | 3.26% | ||
| 4 | MACQUARIE INFRASTRUCTURE COR | 713,700 | 52,849,000 | 3.23% | ||
| 5 | LOWES COS INC | 665,000 | 52,648,000 | 3.22% | ||
| 6 | ABBVIE INC | 829,650 | 51,364,000 | 3.14% | ||
| 7 | FIVE PRIME THERAPEUTICS INC | 1,085,200 | 44,873,000 | 2.75% | ||
| 8 | LEAR | 439,000 | 44,673,000 | 2.73% | ||
| 9 | XPO LOGISTICS INC | 1,618,300 | 42,497,000 | 2.60% | ||
| 10 | MOBILEYE N V AMSTELVEEN | 873,800 | 40,317,000 | 2.47% | ||
| 11 | KAR AUCTION SVCS INC | 905,300 | 37,787,000 | 2.31% | ||
| 12 | STEEL DYNAMICS INC | 1,490,500 | 36,517,000 | 2.23% | ||
| 13 | SPLUNK | 658,200 | 35,661,000 | 2.18% | ||
| 14 | CYBERARK SOFTWARE LTD SHS | 700,000 | 34,013,000 | 2.08% | ||
| 15 | SEATTLE GENETICS INC | 835,506 | 33,763,000 | 2.07% | ||
| 16 | PROOFPOINT INC | 492,900 | 31,097,000 | 1.90% | ||
| 17 | ASML HOLDING N V N Y REGISTRY SHS | 312,700 | 31,023,000 | 1.90% | ||
| 18 | ATHENA HEALTH INC. | 201,200 | 27,768,000 | 1.70% | ||
| 19 | PALO ALTO NETWORKS | 225,000 | 27,594,000 | 1.69% | ||
| 20 | FIRST SOLAR INC | 565,000 | 27,391,000 | 1.68% | ||
| 21 | MAGNA INTL INC | 737,500 | 25,864,000 | 1.58% | ||
| 22 | INPHI CORP | 799,100 | 25,595,000 | 1.57% | ||
| 23 | WABTEC | 350,000 | 24,581,000 | 1.50% | ||
| 24 | WABCO | 255,600 | 23,405,000 | 1.43% | ||
| 25 | BLUEBIRD BIO INCORPORATED | 539,500 | 23,355,000 | 1.43% | ||
| 26 | COLLEGIUM PHARMACEUTICAL INC COM | 1,950,276 | 23,111,000 | 1.41% | ||
| 27 | CALPINE CORP | 1,530,000 | 22,568,000 | 1.38% | ||
| 28 | Integrated Device Technology I | 1,046,700 | 21,070,000 | 1.29% | ||
| 29 | SYNAPTICS INC | 390,500 | 20,989,000 | 1.28% | ||
| 30 | NEXTERA ENERGY PARTNERS LP | 662,900 | 20,139,000 | 1.23% | ||
| 31 | Pattern Energy Group Inc | 860,500 | 19,766,000 | 1.21% | ||
| 32 | MACROGENICS INC | 725,800 | 19,589,000 | 1.20% | ||
| 33 | CIRRUS LOGIC INC COM | 500,000 | 19,395,000 | 1.19% | ||
| 34 | ARROW ELECTRONICS | 295,000 | 18,261,000 | 1.12% | ||
| 35 | 8point3 Energy Partners LP | 1,146,500 | 18,115,000 | 1.11% | ||
| 36 | LOXO ONCOLOGY INC COM | 740,000 | 17,153,000 | 1.05% | ||
| 37 | ATLANTICA YIELD PLC | 914,400 | 16,990,000 | 1.04% | ||
| 38 | CHICAGO BRIDGE & IRON CO N V | 488,400 | 16,913,000 | 1.03% | ||
| 39 | SUNOPTA INC | 3,832,600 | 16,059,000 | 0.98% | ||
| 40 | NOVAVAX INC COM | 2,179,700 | 15,846,000 | 0.97% | ||
| 41 | EXTRA SPACE STORAGE INC | 170,000 | 15,732,000 | 0.96% | ||
| 42 | SUNPOWER CORP | 1,000,000 | 15,490,000 | 0.95% | ||
| 43 | ACCELERON PHARMA | 428,900 | 14,574,000 | 0.89% | ||
| 44 | LINEAR TECH | 292,600 | 13,615,000 | 0.83% | ||
| 45 | TABLEAU SOFTWARE INC CL A | 270,000 | 13,208,000 | 0.81% | ||
| 46 | BORGWARNER INC | 440,000 | 12,989,000 | 0.79% | ||
| 47 | AGIOS PHARMACEUTICALS INC | 300,800 | 12,602,000 | 0.77% | ||
| 48 | ORMAT TECHNOLOGIES INC | 280,959 | 12,295,000 | 0.75% | ||
| 49 | SUPERNUS PHARMACEUTICALS INC COM | 575,000 | 11,713,000 | 0.72% | ||
| 50 | VERACYTE INC | 2,252,000 | 11,328,000 | 0.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001442891-16-000014, filed 2016.08.15).
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.
