| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MACQUARIE INFRASTRUCTURE COR | 721,700 | 58,155,000 | 3.85% | ||
| 2 | XPO LOGISTICS INC | 1,130,000 | 54,116,000 | 3.58% | ||
| 3 | BLUEBIRD BIO INC COM | 569,700 | 51,786,000 | 3.43% | ||
| 4 | LOWES COS INC | 565,000 | 46,449,000 | 3.08% | ||
| 5 | LAM RESEARCH CORP | 327,500 | 42,038,000 | 2.78% | ||
| 6 | KAR AUCTION SVCS INC | 900,000 | 39,303,000 | 2.60% | ||
| 7 | CELGENE CORP | 305,300 | 37,988,000 | 2.51% | ||
| 8 | ABBVIE INC | 555,300 | 36,183,000 | 2.40% | ||
| 9 | STEEL DYNAMICS INC | 950,000 | 33,022,000 | 2.19% | ||
| 10 | SEATTLE GENETICS INC | 525,000 | 33,002,000 | 2.18% | ||
| 11 | SPLUNK INC | 500,000 | 31,145,000 | 2.06% | ||
| 12 | WABCO HLDGS INC | 255,600 | 30,013,000 | 1.99% | ||
| 13 | CROWN CASTLE INTL CORP NEW | 308,300 | 29,119,000 | 1.93% | ||
| 14 | WAYFAIR INC | 699,000 | 28,303,000 | 1.87% | ||
| 15 | CYBERARK SOFTWARE LTD | 550,000 | 27,979,000 | 1.85% | ||
| 16 | INPHI CORPORATION | 555,000 | 27,095,000 | 1.79% | ||
| 17 | SUNOPTA INC | 3,887,000 | 27,015,000 | 1.79% | ||
| 18 | SNAP ON INC | 160,000 | 26,987,000 | 1.79% | ||
| 19 | ASML HOLDING N V N Y REGISTRY SHS | 200,000 | 26,560,000 | 1.76% | ||
| 20 | LEAR CORP | 184,000 | 26,051,000 | 1.72% | ||
| 21 | NEXTERA ENERGY PARTNERS LP | 784,500 | 25,990,000 | 1.72% | ||
| 22 | MAGNA INTL INC | 600,300 | 25,909,000 | 1.72% | ||
| 23 | INTEGRATED DEVICE TECHNOLOGY | 1,046,700 | 24,775,000 | 1.64% | ||
| 24 | MASONITE INTL CORP NEW COM | 310,000 | 24,568,000 | 1.63% | ||
| 25 | LOXO ONCOLOGY INC COM | 579,000 | 24,364,000 | 1.61% | ||
| 26 | PROOFPOINT INC | 320,000 | 23,795,000 | 1.58% | ||
| 27 | CIRRUS LOGIC INC | 370,000 | 22,455,000 | 1.49% | ||
| 28 | ROLLINS INC | 590,000 | 21,907,000 | 1.45% | ||
| 29 | FIVE PRIME THERAPEUTICS INC | 601,000 | 21,726,000 | 1.44% | ||
| 30 | COLLEGIUM PHARMACEUTICAL INC COM | 2,153,612 | 21,665,000 | 1.43% | ||
| 31 | ARROW ELECTRONICS | 295,000 | 21,656,000 | 1.43% | ||
| 32 | ACUITY BRANDS INC | 101,000 | 20,604,000 | 1.36% | ||
| 33 | 8POINT3 ENERGY PARTNERS LP | 1,479,600 | 20,078,000 | 1.33% | ||
| 34 | VERACYTE INC | 2,133,500 | 19,586,000 | 1.30% | ||
| 35 | ATLANTICA YIELD PLC SHS | 923,000 | 19,346,000 | 1.28% | ||
| 36 | TWILIO INC | 665,000 | 19,199,000 | 1.27% | ||
| 37 | PATTERN ENERGY GROUP INC | 890,000 | 17,916,000 | 1.19% | ||
| 38 | AGIOS PHARMACEUTICALS INC | 300,800 | 17,567,000 | 1.16% | ||
| 39 | ACCELERON PHARMA INC | 653,900 | 17,309,000 | 1.15% | ||
| 40 | INSTRUCTURE INC COM | 670,000 | 15,678,000 | 1.04% | ||
| 41 | WASTE CONNECTIONS INC | 175,000 | 15,439,000 | 1.02% | ||
| 42 | HANNON ARMSTRONG SUST INFR C | 704,000 | 14,221,000 | 0.94% | ||
| 43 | VULCAN MATLS CO | 110,000 | 13,253,000 | 0.88% | ||
| 44 | WATSCO INC | 90,000 | 12,886,000 | 0.85% | ||
| 45 | WAVE LIFE SCIENCES LTD | 433,500 | 11,921,000 | 0.79% | ||
| 46 | SUPERNUS PHARMACEUTICALS INC | 370,000 | 11,581,000 | 0.77% | ||
| 47 | ACADIA PHARMACEUTICALS INC COM | 334,700 | 11,507,000 | 0.76% | ||
| 48 | TESLA INC | 40,000 | 11,132,000 | 0.74% | ||
| 49 | BLUEPRINT MEDICINES CORP COM | 265,000 | 10,597,000 | 0.70% | ||
| 50 | AIRCASTLE LTD | 428,600 | 10,342,000 | 0.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001580642-17-002998, 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.
