| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETEASE INC | 486,724 | 69,884,000 | 4.88% | ||
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 2,320,480 | 60,797,000 | 4.25% | ||
| 3 | COGNIZANT TECHNOLOGY SOLUTIO | 866,822 | 54,350,000 | 3.80% | ||
| 4 | FACEBOOK INC | 344,740 | 39,335,000 | 2.75% | ||
| 5 | SNAP ON INC | 224,687 | 35,274,000 | 2.46% | ||
| 6 | UNITEDHEALTH GROUP INC | 268,550 | 34,616,000 | 2.42% | ||
| 7 | LEAR | 292,521 | 32,520,000 | 2.27% | ||
| 8 | BROADCOM LTD | 206,009 | 31,828,000 | 2.22% | ||
| 9 | TRAVELERS COMPANIES INC | 271,921 | 31,736,000 | 2.22% | ||
| 10 | CARDINAL HEALTH INC | 377,381 | 30,926,000 | 2.16% | ||
| 11 | AETNA INC NEW | 262,534 | 29,496,000 | 2.06% | ||
| 12 | GENERAL DYNAMICS CORP | 224,331 | 29,470,000 | 2.06% | ||
| 13 | ALPHABET INC | 38,160 | 29,112,000 | 2.03% | ||
| 14 | FOOT LOCKER INC | 449,497 | 28,993,000 | 2.03% | ||
| 15 | CIGNA CORPORATION | 211,232 | 28,989,000 | 2.03% | ||
| 16 | VALERO ENERGY CORP NEW | 443,191 | 28,426,000 | 1.99% | ||
| 17 | NEW ORIENTAL ED & TECH GRP I | 778,700 | 26,935,000 | 1.88% | ||
| 18 | GILEAD SCIENCES INC | 284,286 | 26,115,000 | 1.82% | ||
| 19 | HCA HOLDINGS INC | 325,097 | 25,374,000 | 1.77% | ||
| 20 | CITRIX SYS INC | 293,900 | 23,095,000 | 1.61% | ||
| 21 | JOHNSON & JOHNSON | 209,466 | 22,664,000 | 1.58% | ||
| 22 | DANAHER CORP DEL | 238,027 | 22,579,000 | 1.58% | ||
| 23 | AON PLC | 201,370 | 21,033,000 | 1.47% | ||
| 24 | PRICELINE GRP INC | 15,985 | 20,604,000 | 1.44% | ||
| 25 | INFOSYS LTD-SP ADR | 909,000 | 17,289,000 | 1.21% | ||
| 26 | ROSS STORES INC | 295,156 | 17,090,000 | 1.19% | ||
| 27 | UNIVERSAL HLTH SVCS INC | 135,314 | 16,876,000 | 1.18% | ||
| 28 | COMCAST CORP NEW | 248,375 | 15,171,000 | 1.06% | ||
| 29 | TRANSDIGM GROUP INC COM | 67,260 | 14,820,000 | 1.04% | ||
| 30 | ALLIANCE DATA SYSTEM | 63,128 | 13,888,000 | 0.97% | ||
| 31 | JONES LANG LASALLE | 118,311 | 13,880,000 | 0.97% | ||
| 32 | MELLANOX TECHNOLOGIES LTD | 234,927 | 12,764,000 | 0.89% | ||
| 33 | CBRE GROUP INC | 442,204 | 12,744,000 | 0.89% | ||
| 34 | CDW | 301,091 | 12,495,000 | 0.87% | ||
| 35 | SINCLAIR BROADCAST GROUP INC | 406,074 | 12,487,000 | 0.87% | ||
| 36 | ICON PLC | 163,267 | 12,261,000 | 0.86% | ||
| 37 | APPLE INC | 110,843 | 12,081,000 | 0.84% | ||
| 38 | BRISTOL MYERS SQUIBB CO | 186,233 | 11,897,000 | 0.83% | ||
| 39 | RAYTHEON CO | 94,824 | 11,628,000 | 0.81% | ||
| 40 | APPLIED MATLS INC | 543,000 | 11,501,000 | 0.80% | ||
| 41 | SYNAPTICS INC | 140,325 | 11,190,000 | 0.78% | ||
| 42 | ALIBABA GROUP HLDG LTD | 141,100 | 11,151,000 | 0.78% | ||
| 43 | WELLS FARGO & CO NEW | 230,392 | 11,142,000 | 0.78% | ||
| 44 | EVEREST RE GROUP LTD | 55,987 | 11,054,000 | 0.77% | ||
| 45 | HELEN OF TROY LTD | 106,298 | 11,022,000 | 0.77% | ||
| 46 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 278,800 | 10,820,000 | 0.76% | ||
| 47 | DR REDDYS LABS LTD | 224,047 | 10,125,000 | 0.71% | ||
| 48 | PAREXEL INTL CORP | 158,100 | 9,918,000 | 0.69% | ||
| 49 | THOR INDS INC COM | 154,150 | 9,830,000 | 0.69% | ||
| 50 | EPAM SYS INC | 130,958 | 9,779,000 | 0.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-068241, filed 2016.06.02).
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.
