| 1 |
LKQ CORP |
4,300,000 |
120,914 |
2.52% |
|
|
| 2 |
EXPRESS SCRIPTS HLDG CO |
2,500,000 |
211,673 |
4.40% |
|
|
| 3 |
INTEL CORP |
2,500,000 |
90,726 |
1.89% |
|
|
| 4 |
MICROSOFT CORP |
2,300,000 |
106,835 |
2.22% |
|
|
| 5 |
APPLE INC |
2,230,000 |
246,148 |
5.12% |
|
|
| 6 |
ZOGENIX INC |
2,200,000 |
3,014 |
0.06% |
|
|
| 7 |
APPLIED MATLS INC |
2,004,700 |
49,957 |
1.04% |
|
|
| 8 |
ORACLE CORP |
2,000,000 |
89,940 |
1.87% |
|
|
| 9 |
XILINX INC |
1,850,000 |
80,087 |
1.67% |
|
|
| 10 |
COGNIZANT TECHNOLOGY SOLUTIO |
1,600,000 |
84,256 |
1.75% |
|
|
| 11 |
EXACT SCIENCES CORP |
1,500,000 |
41,159 |
0.86% |
|
|
| 12 |
FASTENAL CO |
1,400,000 |
66,583 |
1.39% |
|
|
| 13 |
PEGASYSTEMS INC |
1,393,685 |
28,947 |
0.60% |
|
|
| 14 |
FIRST REP BK SAN FRANCISCO C |
1,375,000 |
71,665 |
1.49% |
|
|
| 15 |
JABIL INC COM |
1,318,150 |
28,776 |
0.60% |
|
|
| 16 |
CELGENE CORP |
1,200,000 |
134,232 |
2.79% |
|
|
| 17 |
SEMTECH CORP COM |
1,172,869 |
32,339 |
0.67% |
|
|
| 18 |
Syntel Inc Com |
1,063,408 |
47,832 |
1.00% |
|
|
| 19 |
CBRE GROUP INC |
1,000,000 |
34,250 |
0.71% |
|
|
| 20 |
EXPEDITORS INTL WASH INC |
1,000,000 |
44,610 |
0.93% |
|
|
| 21 |
QUALCOMM INC |
1,000,000 |
74,331 |
1.55% |
|
|
| 22 |
SOUTHWESTERN ENERGY CO |
1,000,000 |
27,290 |
0.57% |
|
|
| 23 |
VERIZON COMMUNICATIONS INC |
1,000,000 |
46,780 |
0.97% |
|
|
| 24 |
SUNCOR ENERGY INC NEW |
1,000,000 |
31,780 |
0.66% |
|
|
| 25 |
TWENTY FIRST CENTY FOX INC |
1,000,000 |
38,405 |
0.80% |
|
|
| 26 |
STAAR Surgical Co |
1,000,000 |
9,113 |
0.19% |
|
|
| 27 |
ECHO GLOBAL LOGISTICS INC COM |
935,200 |
27,308 |
0.57% |
|
|
| 28 |
WELLS FARGO & CO NEW |
900,000 |
49,339 |
1.03% |
|
|
| 29 |
Vocera Communications Inc |
850,000 |
8,858 |
0.18% |
|
|
| 30 |
Neothetics Inc |
850,000 |
6,358 |
0.13% |
|
|
| 31 |
ZULILY INC |
839,000 |
19,632 |
0.41% |
|
|
| 32 |
COMCAST CORP NEW |
800,000 |
46,409 |
0.97% |
|
|
| 33 |
WADDELL & REED FINL INC |
800,000 |
39,858 |
0.83% |
|
|
| 34 |
Crestwood Midstream Partners LP |
782,283 |
11,873 |
0.25% |
|
|
| 35 |
A O SMITH |
750,000 |
42,307 |
0.88% |
|
|
| 36 |
CME GROUP INC |
750,000 |
66,488 |
1.38% |
|
|
| 37 |
KIRBY CORP |
750,000 |
60,556 |
1.26% |
|
|
| 38 |
GILEAD SCIENCES INC |
700,000 |
65,982 |
1.37% |
|
|
| 39 |
NXSTAGE MED INC COM |
700,000 |
12,555 |
0.26% |
|
|
| 40 |
OREXIGEN THERAPEUTICS INC COM |
700,000 |
4,243 |
0.09% |
|
|
| 41 |
C H ROBINSON WORLDWIDE INC |
700,000 |
52,423 |
1.09% |
|
|
| 42 |
WAL-MART STORES INC |
700,000 |
60,116 |
1.25% |
|
|
| 43 |
ULTRATECH INC COM |
700,000 |
12,992 |
0.27% |
|
|
| 44 |
DANAHER CORP DEL |
700,000 |
59,998 |
1.25% |
|
|
| 45 |
DirectTV Com |
700,000 |
60,690 |
1.26% |
|
|
| 46 |
TJX COS INC NEW |
700,000 |
48,006 |
1.00% |
|
|
| 47 |
ADOBE INC |
700,000 |
50,890 |
1.06% |
|
|
| 48 |
STRYKER CORP |
700,000 |
66,031 |
1.37% |
|
|
| 49 |
KNIGHT TRANSN INC |
700,000 |
23,562 |
0.49% |
|
|
| 50 |
SOLERA HOLDINGS INC |
670,872 |
34,337 |
0.71% |
|
|
