| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETEASE INC | 309,574 | 66,664,000 | 4.40% | ||
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 1,811,980 | 52,094,000 | 3.44% | ||
| 3 | UNITEDHEALTH GROUP INC | 256,250 | 41,010,000 | 2.71% | ||
| 4 | FACEBOOK INC | 334,140 | 38,443,000 | 2.54% | ||
| 5 | AMAZON COM INC | 50,292 | 37,712,000 | 2.49% | ||
| 6 | LEAR | 281,121 | 37,212,000 | 2.46% | ||
| 7 | BROADCOM LTD | 202,509 | 35,798,000 | 2.36% | ||
| 8 | GENERAL DYNAMICS CORP | 194,631 | 33,605,000 | 2.22% | ||
| 9 | CITRIX SYS INC | 374,000 | 33,402,000 | 2.20% | ||
| 10 | ALPHABET INC | 41,885 | 33,192,000 | 2.19% | ||
| 11 | JOHNSON & JOHNSON | 261,026 | 30,073,000 | 1.98% | ||
| 12 | LAM RESEARCH CORP | 284,250 | 30,054,000 | 1.98% | ||
| 13 | ALIBABA GROUP HLDG LTD | 341,100 | 29,952,000 | 1.98% | ||
| 14 | REINSURANCE GROUP AMER INC | 212,750 | 26,770,000 | 1.77% | ||
| 15 | BIOGEN INC | 93,250 | 26,444,000 | 1.74% | ||
| 16 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 619,500 | 26,316,000 | 1.74% | ||
| 17 | JPMORGAN CHASE & CO | 290,518 | 25,069,000 | 1.65% | ||
| 18 | NEW ORIENTAL ED & TECH GRP I | 587,500 | 24,734,000 | 1.63% | ||
| 19 | PRICELINE GRP INC | 16,785 | 24,608,000 | 1.62% | ||
| 20 | HCA HOLDINGS INC | 326,897 | 24,197,000 | 1.60% | ||
| 21 | AON PLC | 206,970 | 23,083,000 | 1.52% | ||
| 22 | FOOT LOCKER INC | 322,597 | 22,869,000 | 1.51% | ||
| 23 | INTEL CORP | 615,000 | 22,306,000 | 1.47% | ||
| 24 | UNITED THERAPEUTICS | 151,251 | 21,694,000 | 1.43% | ||
| 25 | APPLIED MATLS INC | 665,300 | 21,469,000 | 1.42% | ||
| 26 | AMGEN INC | 145,400 | 21,259,000 | 1.40% | ||
| 27 | ALIGN TECHNOLOGY INC | 209,460 | 20,135,000 | 1.33% | ||
| 28 | AETNA INC NEW | 155,084 | 19,232,000 | 1.27% | ||
| 29 | COPART INC | 346,200 | 19,183,000 | 1.27% | ||
| 30 | CIRRUS LOGIC INC COM | 328,130 | 18,552,000 | 1.22% | ||
| 31 | LKQ CORP | 602,000 | 18,451,000 | 1.22% | ||
| 32 | THOR INDS INC COM | 181,550 | 18,164,000 | 1.20% | ||
| 33 | BERRY PLASTICS GROUP INC | 364,900 | 17,782,000 | 1.17% | ||
| 34 | HASBRO INC | 223,000 | 17,347,000 | 1.14% | ||
| 35 | UBIQUITI NETWORKS | 292,799 | 16,924,000 | 1.12% | ||
| 36 | TRAVELERS COMPANIES INC | 136,571 | 16,719,000 | 1.10% | ||
| 37 | SYNOPSYS INC | 283,200 | 16,669,000 | 1.10% | ||
| 38 | WELLS FARGO & CO NEW | 295,701 | 16,296,000 | 1.08% | ||
| 39 | CDW | 303,991 | 15,835,000 | 1.04% | ||
| 40 | ROSS STORES INC | 240,856 | 15,800,000 | 1.04% | ||
| 41 | LCI Industries | 135,191 | 14,567,000 | 0.96% | ||
| 42 | ALLIANCE DATA SYSTEM | 62,528 | 14,288,000 | 0.94% | ||
| 43 | ARISTA NETWORKS INC COM | 143,850 | 13,920,000 | 0.92% | ||
| 44 | ICON PLC | 176,052 | 13,239,000 | 0.87% | ||
| 45 | RAYTHEON CO | 91,924 | 13,053,000 | 0.86% | ||
| 46 | A O SMITH | 269,952 | 12,782,000 | 0.84% | ||
| 47 | APPLE INC | 107,143 | 12,409,000 | 0.82% | ||
| 48 | TORCHMARK CORP | 164,560 | 12,138,000 | 0.80% | ||
| 49 | CINTAS | 100,425 | 11,605,000 | 0.77% | ||
| 50 | F5 NETWORKS INC | 79,000 | 11,433,000 | 0.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-010460, filed 2017.03.03).
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.
