| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DYCOM INDS INC COM | 100,021 | 8,978,000 | 3.80% | ||
| 2 | LIGAND PHARMACEUTICALS INC | 67,479 | 8,048,000 | 3.41% | ||
| 3 | U S CONCRETE INC | 108,426 | 6,604,000 | 2.80% | ||
| 4 | COSTAR GROUP | 28,014 | 6,126,000 | 2.59% | ||
| 5 | TYLER TECHNOLOGIES INC | 36,341 | 6,058,000 | 2.56% | ||
| 6 | Ultimate Software Group Inc | 26,884 | 5,653,000 | 2.39% | ||
| 7 | LENDINGTREE INC NEW COM | 61,902 | 5,468,000 | 2.31% | ||
| 8 | GIGAMON INC | 132,048 | 4,937,000 | 2.09% | ||
| 9 | AMEDISYS INC COM | 88,261 | 4,455,000 | 1.89% | ||
| 10 | CommVault Systems Inc | 102,273 | 4,417,000 | 1.87% | ||
| 11 | CEVA Inc | 153,950 | 4,183,000 | 1.77% | ||
| 12 | FABRINET SHS | 112,416 | 4,173,000 | 1.77% | ||
| 13 | EURONET WORLDWIDE INC | 59,919 | 4,146,000 | 1.76% | ||
| 14 | NAUTILUS INC COM | 231,955 | 4,138,000 | 1.75% | ||
| 15 | Adeptus Health Inc | 78,131 | 4,036,000 | 1.71% | ||
| 16 | TREEHOUSE FOODS INC | 38,839 | 3,987,000 | 1.69% | ||
| 17 | LogMeIn Inc | 62,445 | 3,961,000 | 1.68% | ||
| 18 | TILE SHOP HLDGS INC | 187,813 | 3,734,000 | 1.58% | ||
| 19 | VAIL RESORTS INC | 26,069 | 3,604,000 | 1.53% | ||
| 20 | BROADSOFT INC | 84,124 | 3,452,000 | 1.46% | ||
| 21 | Heska Corp | 92,539 | 3,440,000 | 1.46% | ||
| 22 | SUMMIT MATLS INC CL A | 168,017 | 3,438,000 | 1.46% | ||
| 23 | TRANSDIGM GROUP INC COM | 12,612 | 3,326,000 | 1.41% | ||
| 24 | CHILDRENS PL INC NEW COM | 41,267 | 3,309,000 | 1.40% | ||
| 25 | FIVE9 INC | 276,687 | 3,293,000 | 1.39% | ||
| 26 | CANTEL MED CORP | 47,486 | 3,264,000 | 1.38% | ||
| 27 | AMN HEALTHCARE SERVICES INC | 81,103 | 3,242,000 | 1.37% | ||
| 28 | ABIOMED INC | 28,808 | 3,148,000 | 1.33% | ||
| 29 | CROSS CTRY HEALTHCARE INC COM | 212,188 | 2,954,000 | 1.25% | ||
| 30 | LGI HOMES INC | 92,200 | 2,945,000 | 1.25% | ||
| 31 | Cynosure Inc | 59,382 | 2,889,000 | 1.22% | ||
| 32 | TubeMogul, Inc. | 239,984 | 2,856,000 | 1.21% | ||
| 33 | MASTEC INC | 121,193 | 2,705,000 | 1.15% | ||
| 34 | Headwaters Inc | 150,744 | 2,704,000 | 1.14% | ||
| 35 | SKECHERS U S A INC | 90,159 | 2,680,000 | 1.13% | ||
| 36 | GTT COMMUNICATIONS INC COM | 142,937 | 2,641,000 | 1.12% | ||
| 37 | CHUYS HLDGS INC | 76,262 | 2,639,000 | 1.12% | ||
| 38 | NEVRO CORP | 35,381 | 2,610,000 | 1.10% | ||
| 39 | NUVASIVE INC COM | 42,590 | 2,543,000 | 1.08% | ||
| 40 | STAMPS COM INC COM NEW | 29,071 | 2,541,000 | 1.08% | ||
| 41 | ICU MED INC COM | 22,184 | 2,501,000 | 1.06% | ||
| 42 | PENUMBRA INC COM | 39,280 | 2,337,000 | 0.99% | ||
| 43 | PAYCOM SOFTWARE INC | 51,797 | 2,238,000 | 0.95% | ||
| 44 | ORBOTECH LTD | 86,930 | 2,221,000 | 0.94% | ||
| 45 | CAMBREX CORP | 41,668 | 2,155,000 | 0.91% | ||
| 46 | Q2 Holdings Inc | 76,520 | 2,144,000 | 0.91% | ||
| 47 | LUMENTUM HLDGS INC | 87,958 | 2,129,000 | 0.90% | ||
| 48 | NV5 GLOBAL INC COM | 74,784 | 2,127,000 | 0.90% | ||
| 49 | GRANITE CONSTR INC | 46,089 | 2,099,000 | 0.89% | ||
| 50 | NEOPHOTONICS CORP | 207,194 | 1,975,000 | 0.84% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-138914, filed 2016.08.11).
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.
