| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VISA INC | 728,000 | 48,885,000 | 7.64% | ||
| 2 | LKQ CORP | 1,248,000 | 37,746,000 | 5.90% | ||
| 3 | FIVE BELOW INC COM | 910,600 | 35,996,000 | 5.63% | ||
| 4 | JB HUNT TRANSPORT | 395,200 | 32,442,000 | 5.07% | ||
| 5 | TERRAFORM POWER | 821,157 | 31,188,000 | 4.87% | ||
| 6 | MOODYS CORP | 239,200 | 25,824,000 | 4.04% | ||
| 7 | CAESARSTONE LTD | 374,300 | 25,655,000 | 4.01% | ||
| 8 | UNITED TECHNOLOGIES CORP | 648,154 | 24,941,000 | 3.90% | ||
| 9 | KRAFT HEINZ CO COM | 291,200 | 24,793,000 | 3.87% | ||
| 10 | ALLEGION PUB LTD CO | 410,400 | 24,681,000 | 3.86% | ||
| 11 | VIPSHOP HLDGS LTD | 1,092,000 | 24,297,000 | 3.80% | ||
| 12 | XPO LOGISTICS INC | 535,600 | 24,198,000 | 3.78% | ||
| 13 | LIBERTY MEDIA HOLDING CP INTER A | 832,000 | 23,088,000 | 3.61% | ||
| 14 | WEX INC | 197,600 | 22,520,000 | 3.52% | ||
| 15 | Pattern Energy Group Inc | 728,000 | 20,661,000 | 3.23% | ||
| 16 | BAIDU INC | 93,600 | 18,634,000 | 2.91% | ||
| 17 | FACEBOOK INC | 208,000 | 17,839,000 | 2.79% | ||
| 18 | BORGWARNER INC | 312,000 | 17,734,000 | 2.77% | ||
| 19 | COGNIZANT TECHNOLOGY SOLUTIO | 270,400 | 16,519,000 | 2.58% | ||
| 20 | Pandora Media Inc | 1,040,000 | 16,162,000 | 2.53% | ||
| 21 | CTRIP COM INTL LTD | 218,400 | 15,860,000 | 2.48% | ||
| 22 | S&P GLOBAL INC | 145,600 | 14,626,000 | 2.29% | ||
| 23 | ICICI BANK LIMITED | 1,248,000 | 13,004,000 | 2.03% | ||
| 24 | JINKOSOLAR HLDG CO LTD | 436,800 | 12,894,000 | 2.02% | ||
| 25 | STEELCASE INC | 610,000 | 11,535,000 | 1.80% | ||
| 26 | BOSTON BEER INC | 46,800 | 10,857,000 | 1.70% | ||
| 27 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 249,600 | 10,695,000 | 1.67% | ||
| 28 | INSPERITY INC COM | 208,000 | 10,587,000 | 1.65% | ||
| 29 | NEW RELIC INC | 258,900 | 9,111,000 | 1.42% | ||
| 30 | ADOBE INC | 78,000 | 6,319,000 | 0.99% | ||
| 31 | SUNEDISON INC | 156,000 | 4,666,000 | 0.73% | ||
| 32 | PARTY CITY HOLDCO INC COM | 223,457 | 4,529,000 | 0.71% | ||
| 33 | Francesca's Holdings Corp | 104,000 | 1,401,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468395-15-000004, filed 2015.08.13).
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.
