| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FLEETCOR TECH | 527,176 | 74,606,000 | 7.53% | ||
| 2 | PRICELINE GRP INC | 49,598 | 72,713,000 | 7.33% | ||
| 3 | ENVISION HEALTHCARE CORP | 909,822 | 57,583,000 | 5.81% | ||
| 4 | ALPHABET INC | 73,129 | 56,442,000 | 5.69% | ||
| 5 | ANTHEM INC | 344,953 | 49,594,000 | 5.00% | ||
| 6 | SHERWIN WILLIAMS CO | 170,210 | 45,742,000 | 4.61% | ||
| 7 | ALLERGAN PLC | 193,199 | 40,574,000 | 4.09% | ||
| 8 | NXP SEMICONDUCTORS N V | 385,537 | 37,786,000 | 3.81% | ||
| 9 | LOWES COS INC | 524,432 | 37,298,000 | 3.76% | ||
| 10 | T-MOBILE | 646,810 | 37,198,000 | 3.75% | ||
| 11 | MICROSOFT CORP | 596,758 | 37,083,000 | 3.74% | ||
| 12 | SALESFORCE COM INC | 533,690 | 36,536,000 | 3.69% | ||
| 13 | PAYPAL HLDGS INC | 906,560 | 35,782,000 | 3.61% | ||
| 14 | LINCOLN NATL CORP IND | 520,441 | 34,490,000 | 3.48% | ||
| 15 | BLACKHAWK NETWORK COM USD0.001 | 912,817 | 34,390,000 | 3.47% | ||
| 16 | SIGNET JEWELERS LIMITED SHS | 351,633 | 33,145,000 | 3.34% | ||
| 17 | ALLY FINANCIAL | 1,663,120 | 31,633,000 | 3.19% | ||
| 18 | FACEBOOK INC | 271,741 | 31,264,000 | 3.15% | ||
| 19 | VIPSHOP HLDGS LTD | 2,818,798 | 31,035,000 | 3.13% | ||
| 20 | INTERCONTINENTAL EXCHANGE IN | 545,077 | 30,753,000 | 3.10% | ||
| 21 | GENPACT LIMITED | 1,142,154 | 27,800,000 | 2.80% | ||
| 22 | FIDELITY NATIONAL FINANCIAL | 781,714 | 26,547,000 | 2.68% | ||
| 23 | CHARTER COMM | 91,069 | 26,221,000 | 2.64% | ||
| 24 | EPAM SYS INC | 390,205 | 25,094,000 | 2.53% | ||
| 25 | LUXOFT HLDG INC | 346,350 | 19,465,000 | 1.96% | ||
| 26 | NEW RELIC INC | 663,083 | 18,732,000 | 1.89% | ||
| 27 | GLOBALSTAR INC | 1,200,000 | 1,896,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001567752-17-000001, filed 2017.02.13).
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.
