| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MACQUARIE INFRASTRUCTURE COR | 720,000 | 58,824,000 | 3.83% | ||
| 2 | ABBVIE INC | 840,400 | 52,626,000 | 3.42% | ||
| 3 | XPO LOGISTICS INC | 1,130,000 | 48,771,000 | 3.17% | ||
| 4 | LEAR | 350,000 | 46,330,000 | 3.01% | ||
| 5 | FIVE PRIME THERAPEUTICS INC | 810,000 | 40,589,000 | 2.64% | ||
| 6 | LOWES COS INC | 565,000 | 40,183,000 | 2.61% | ||
| 7 | KAR AUCTION SVCS INC | 900,000 | 38,358,000 | 2.50% | ||
| 8 | BLUEBIRD BIO INCORPORATED | 587,677 | 36,260,000 | 2.36% | ||
| 9 | INPHI CORP | 799,100 | 35,656,000 | 2.32% | ||
| 10 | CELGENE CORP | 305,300 | 35,338,000 | 2.30% | ||
| 11 | LAM RESEARCH CORP | 329,500 | 34,838,000 | 2.27% | ||
| 12 | STEEL DYNAMICS INC | 950,000 | 33,801,000 | 2.20% | ||
| 13 | MOBILEYE N V AMSTELVEEN | 873,800 | 33,309,000 | 2.17% | ||
| 14 | COLLEGIUM PHARMACEUTICAL INC COM | 2,077,751 | 32,351,000 | 2.10% | ||
| 15 | MAGNA INTL INC | 740,300 | 32,129,000 | 2.09% | ||
| 16 | SEATTLE GENETICS INC | 560,000 | 29,551,000 | 1.92% | ||
| 17 | CIRRUS LOGIC INC COM | 500,000 | 28,270,000 | 1.84% | ||
| 18 | SNAP ON INC | 160,000 | 27,403,000 | 1.78% | ||
| 19 | PROOFPOINT INC | 385,000 | 27,200,000 | 1.77% | ||
| 20 | WABCO | 255,600 | 27,132,000 | 1.77% | ||
| 21 | SUNOPTA INC | 3,832,600 | 27,020,000 | 1.76% | ||
| 22 | CROWN CASTLE | 306,300 | 26,578,000 | 1.73% | ||
| 23 | SPLUNK | 500,000 | 25,575,000 | 1.66% | ||
| 24 | CYBERARK SOFTWARE LTD SHS | 550,000 | 25,025,000 | 1.63% | ||
| 25 | Integrated Device Technology I | 1,046,700 | 24,660,000 | 1.60% | ||
| 26 | LOXO ONCOLOGY INC COM | 740,000 | 23,765,000 | 1.55% | ||
| 27 | ACUITY BRANDS INC | 100,000 | 23,086,000 | 1.50% | ||
| 28 | ASML HOLDING N V N Y REGISTRY SHS | 200,000 | 22,440,000 | 1.46% | ||
| 29 | ATHENA HEALTH INC. | 201,200 | 21,160,000 | 1.38% | ||
| 30 | ARROW ELECTRONICS | 295,000 | 21,034,000 | 1.37% | ||
| 31 | 8point3 Energy Partners LP | 1,553,700 | 20,167,000 | 1.31% | ||
| 32 | NEXTERA ENERGY PARTNERS LP | 789,000 | 20,151,000 | 1.31% | ||
| 33 | ROLLINS INC | 590,000 | 19,930,000 | 1.30% | ||
| 34 | MASONITE INTL CORP NEW COM | 301,260 | 19,823,000 | 1.29% | ||
| 35 | VERACYTE INC | 2,252,000 | 17,430,000 | 1.13% | ||
| 36 | BORGWARNER INC | 440,000 | 17,354,000 | 1.13% | ||
| 37 | ATLANTICA YIELD PLC | 895,000 | 17,318,000 | 1.13% | ||
| 38 | Pattern Energy Group Inc | 881,000 | 16,730,000 | 1.09% | ||
| 39 | MACROGENICS INC | 725,800 | 14,835,000 | 0.97% | ||
| 40 | WASTE CONNECTIONS INC | 175,000 | 13,753,000 | 0.89% | ||
| 41 | WATSCO INC | 90,000 | 13,331,000 | 0.87% | ||
| 42 | WABTEC | 160,000 | 13,283,000 | 0.86% | ||
| 43 | PALO ALTO NETWORKS | 105,000 | 13,130,000 | 0.85% | ||
| 44 | INSTRUCTURE INC | 670,000 | 13,099,000 | 0.85% | ||
| 45 | HANNON ARMSTRONG SUST INFR C | 689,000 | 13,084,000 | 0.85% | ||
| 46 | AGIOS PHARMACEUTICALS INC | 300,800 | 12,552,000 | 0.82% | ||
| 47 | Wayfair Inc | 350,000 | 12,268,000 | 0.80% | ||
| 48 | SUPERNUS PHARMACEUTICALS INC COM | 445,000 | 11,236,000 | 0.73% | ||
| 49 | ACCELERON PHARMA | 428,900 | 10,946,000 | 0.71% | ||
| 50 | WAVE LIFE SCIENCES LTD | 383,630 | 10,032,000 | 0.65% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001442891-17-000003, 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.
