| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORACLE CORP | 1,407,012 | 53,861,000 | 4.29% | ||
| 2 | HCA HOLDINGS INC | 644,924 | 45,480,000 | 3.62% | ||
| 3 | TOWER SEMICONDUCTOR LTD SHS NEW | 38,846 | 39,552,000 | 3.15% | ||
| 4 | INTERNATIONAL BUSINESS MACHS | 181,990 | 34,547,000 | 2.75% | ||
| 5 | DOW CHEM CO | 634,468 | 33,271,000 | 2.65% | ||
| 6 | Compugen Ltd | 32,401 | 28,477,000 | 2.27% | ||
| 7 | WILLIAMS COS INC DEL | 513,479 | 28,421,000 | 2.26% | ||
| 8 | SKYWORKS SOLUTIONS INC | 419,336 | 24,343,000 | 1.94% | ||
| 9 | NIKE INC | 266,376 | 23,761,000 | 1.89% | ||
| 10 | HANESBRANDS INC | 220,398 | 23,680,000 | 1.89% | ||
| 11 | SALIX PHARMACEUTICALS INC | 140,214 | 21,907,000 | 1.75% | ||
| 12 | DISNEY WALT CO | 240,269 | 21,391,000 | 1.70% | ||
| 13 | DISCOVERY COMMUNICATNS NEW | 548,677 | 20,740,000 | 1.65% | ||
| 14 | SIGNET JEWELERS LIMITED SHS | 169,150 | 19,268,000 | 1.54% | ||
| 15 | WAL-MART STORES INC | 251,172 | 19,207,000 | 1.53% | ||
| 16 | JAZZ PHARMACEUTICALS PLC | 118,337 | 19,000,000 | 1.51% | ||
| 17 | FIDELITY NATIONAL FINANCIAL | 679,921 | 18,861,000 | 1.50% | ||
| 18 | FOOT LOCKER INC | 322,696 | 17,958,000 | 1.43% | ||
| 19 | HUNTINGTON BANC | 1,833,716 | 17,842,000 | 1.42% | ||
| 20 | AIR PRODS & CHEMS INC | 133,971 | 17,440,000 | 1.39% | ||
| 21 | WABTEC | 211,532 | 17,143,000 | 1.37% | ||
| 22 | VISA INC | 79,912 | 17,051,000 | 1.36% | ||
| 23 | MEDIVATION INC | 169,256 | 16,734,000 | 1.33% | ||
| 24 | REGENERON PHARMACEUTICALS | 46,054 | 16,603,000 | 1.32% | ||
| 25 | COOPER COS INC | 105,944 | 16,501,000 | 1.31% | ||
| 26 | INCYTE | 333,730 | 16,370,000 | 1.30% | ||
| 27 | LAUDER ESTEE COS INC | 215,958 | 16,137,000 | 1.29% | ||
| 28 | JARDEN CORP | 267,735 | 16,094,000 | 1.28% | ||
| 29 | TRINITY INDS INC | 342,328 | 15,994,000 | 1.27% | ||
| 30 | FEDEX CORP | 95,699 | 15,450,000 | 1.23% | ||
| 31 | EXPRESS SCRIPTS HLDG CO | 212,835 | 15,033,000 | 1.20% | ||
| 32 | LEAR | 170,998 | 14,776,000 | 1.18% | ||
| 33 | DAVITA INC | 191,448 | 14,003,000 | 1.12% | ||
| 34 | MASTERCARD INCORPORATED | 185,604 | 13,720,000 | 1.09% | ||
| 35 | PUMA BIOTECHNOLOGY | 56,632 | 13,510,000 | 1.08% | ||
| 36 | HARMAN INTL INDS INC | 136,954 | 13,427,000 | 1.07% | ||
| 37 | JUNIPER NETWORKS | 564,019 | 12,493,000 | 1.00% | ||
| 38 | GOOGLE INC | 21,368 | 12,337,000 | 0.98% | ||
| 39 | PALO ALTO NETWORKS | 119,361 | 11,709,000 | 0.93% | ||
| 40 | VERISIGN | 202,178 | 11,144,000 | 0.89% | ||
| 41 | ANNALY CAP MGMT INC | 999,218 | 10,672,000 | 0.85% | ||
| 42 | Equinix Inc New | 49,872 | 10,597,000 | 0.84% | ||
| 43 | Hubbell Inc Cl B Fr | 87,188 | 10,509,000 | 0.84% | ||
| 44 | LIBERTY GLOBAL | 247,166 | 10,138,000 | 0.81% | ||
| 45 | ARTHUR J GALLAGHER | 214,621 | 9,735,000 | 0.78% | ||
| 46 | COLFAX CORP | 169,894 | 9,679,000 | 0.77% | ||
| 47 | ILLINOIS TOOL WKS INC | 114,580 | 9,673,000 | 0.77% | ||
| 48 | WR GRACE & CO | 104,962 | 9,545,000 | 0.76% | ||
| 49 | TRIQUINT SEMICONDU | 500,000 | 9,535,000 | 0.76% | ||
| 50 | GRAHAM HLDGS CO COM | 13,153 | 9,201,000 | 0.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001578621-14-000007, filed 2014.10.20).
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.
