| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETEASE INC | 471,524 | 91,108,000 | 6.08% | ||
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 2,189,580 | 57,433,000 | 3.83% | ||
| 3 | COGNIZANT TECHNOLOGY SOLUTIO | 833,322 | 47,699,000 | 3.18% | ||
| 4 | FACEBOOK INC | 334,040 | 38,174,000 | 2.55% | ||
| 5 | UNITEDHEALTH GROUP INC | 261,950 | 36,987,000 | 2.47% | ||
| 6 | SNAP ON INC | 225,287 | 35,555,000 | 2.37% | ||
| 7 | JOHNSON & JOHNSON | 291,266 | 35,331,000 | 2.36% | ||
| 8 | NEW ORIENTAL ED & TECH GRP I | 822,200 | 34,434,000 | 2.30% | ||
| 9 | AMAZON COM INC | 45,792 | 32,770,000 | 2.19% | ||
| 10 | BROADCOM LTD | 206,709 | 32,123,000 | 2.14% | ||
| 11 | GENERAL DYNAMICS CORP | 224,931 | 31,319,000 | 2.09% | ||
| 12 | CITRIX SYS INC | 378,200 | 30,290,000 | 2.02% | ||
| 13 | LEAR | 293,521 | 29,869,000 | 1.99% | ||
| 14 | AFLAC INC | 395,100 | 28,510,000 | 1.90% | ||
| 15 | AETNA INC NEW | 227,134 | 27,740,000 | 1.85% | ||
| 16 | TRAVELERS COMPANIES INC | 231,571 | 27,566,000 | 1.84% | ||
| 17 | ALPHABET INC | 38,160 | 26,847,000 | 1.79% | ||
| 18 | HCA HOLDINGS INC | 325,297 | 25,051,000 | 1.67% | ||
| 19 | TRANSDIGM GROUP INC COM | 92,460 | 24,381,000 | 1.63% | ||
| 20 | CIGNA CORPORATION | 187,932 | 24,053,000 | 1.61% | ||
| 21 | DANAHER CORP DEL | 237,227 | 23,960,000 | 1.60% | ||
| 22 | AON PLC | 209,470 | 22,880,000 | 1.53% | ||
| 23 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 431,800 | 20,640,000 | 1.38% | ||
| 24 | CARDINAL HEALTH INC | 263,281 | 20,539,000 | 1.37% | ||
| 25 | PRICELINE GRP INC | 15,985 | 19,956,000 | 1.33% | ||
| 26 | HASBRO INC | 225,800 | 18,965,000 | 1.27% | ||
| 27 | FOOT LOCKER INC | 325,697 | 17,868,000 | 1.19% | ||
| 28 | SINCLAIR BROADCAST GROUP INC | 595,274 | 17,775,000 | 1.19% | ||
| 29 | LKQ CORP | 551,100 | 17,470,000 | 1.17% | ||
| 30 | GILEAD SCIENCES INC | 192,686 | 16,074,000 | 1.07% | ||
| 31 | COMCAST CORP NEW | 246,175 | 16,048,000 | 1.07% | ||
| 32 | UNIVERSAL HLTH SVCS INC | 113,814 | 15,262,000 | 1.02% | ||
| 33 | WELLS FARGO & CO NEW | 317,692 | 15,036,000 | 1.00% | ||
| 34 | INFOSYS LTD-SP ADR | 838,300 | 14,964,000 | 1.00% | ||
| 35 | ACUITY BRANDS INC | 59,510 | 14,756,000 | 0.99% | ||
| 36 | CENTENE CORP DEL | 201,800 | 14,402,000 | 0.96% | ||
| 37 | BRISTOL MYERS SQUIBB CO | 184,433 | 13,565,000 | 0.91% | ||
| 38 | APPLIED MATLS INC | 545,000 | 13,064,000 | 0.87% | ||
| 39 | RAYTHEON CO | 94,024 | 12,783,000 | 0.85% | ||
| 40 | ROSS STORES INC | 219,056 | 12,418,000 | 0.83% | ||
| 41 | ALLIANCE DATA SYSTEM | 63,228 | 12,388,000 | 0.83% | ||
| 42 | ICON PLC | 176,052 | 12,325,000 | 0.82% | ||
| 43 | CDW | 303,991 | 12,184,000 | 0.81% | ||
| 44 | MELLANOX TECHNOLOGIES LTD | 253,027 | 12,135,000 | 0.81% | ||
| 45 | JPMORGAN CHASE & CO | 194,218 | 12,069,000 | 0.81% | ||
| 46 | CBRE GROUP INC | 442,304 | 11,712,000 | 0.78% | ||
| 47 | THOR INDS INC COM | 180,350 | 11,676,000 | 0.78% | ||
| 48 | Drew Inds Inc | 136,091 | 11,546,000 | 0.77% | ||
| 49 | HELEN OF TROY LTD | 107,398 | 11,045,000 | 0.74% | ||
| 50 | APPLE INC | 109,843 | 10,501,000 | 0.70% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076019, filed 2016.08.12).
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.
