| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EBAY INC | 65,000 | 3,681,000 | 2.10% | ||
| 2 | SEALED AIR CORP NEW | 110,743 | 3,863,000 | 2.20% | ||
| 3 | COPART INC | 127,352 | 3,988,000 | 2.27% | ||
| 4 | ARMSTRONG WORLD INDS INC NEW COM | 85,000 | 4,760,000 | 2.71% | ||
| 5 | KAR AUCTION SVCS INC | 167,190 | 4,787,000 | 2.73% | ||
| 6 | BLOCK H & R INC | 160,180 | 4,967,000 | 2.83% | ||
| 7 | MOHAWK INDS | 37,238 | 5,020,000 | 2.86% | ||
| 8 | FIDELITY NATIONAL FINANCIAL | 190,547 | 5,286,000 | 3.01% | ||
| 9 | INTERXION HOLDING N.V | 202,961 | 5,620,000 | 3.20% | ||
| 10 | B/E AEROSPACE INC | 67,000 | 5,624,000 | 3.21% | ||
| 11 | GENPACT LIMITED | 345,124 | 5,632,000 | 3.21% | ||
| 12 | Equinix Inc New | 26,514 | 5,634,000 | 3.21% | ||
| 13 | ASBURY AUTOMOTIVE GROUP INC COM | 88,000 | 5,669,000 | 3.23% | ||
| 14 | WASTE CONNECTIONS INC | 222,265 | 5,723,000 | 3.26% | ||
| 15 | DOLLAR TREE INC | 105,000 | 5,887,000 | 3.36% | ||
| 16 | MOLSON COORS BREWING CO | 79,301 | 5,903,000 | 3.37% | ||
| 17 | CADENCE DESIGN SYSTEM INC | 345,211 | 5,941,000 | 3.39% | ||
| 18 | ALLEGION PUB LTD CO | 125,096 | 5,960,000 | 3.40% | ||
| 19 | CBS CORP NEW | 112,272 | 6,007,000 | 3.42% | ||
| 20 | MACQUARIE INFRASTRUCTURE COR | 91,166 | 6,081,000 | 3.47% | ||
| 21 | SENSATA TECHNOLOGIES HLDG NV | 138,932 | 6,187,000 | 3.53% | ||
| 22 | LIBERTY MEDIA HOLDING CP INTER A | 218,406 | 6,229,000 | 3.55% | ||
| 23 | COCA COLA ENTERPRISES INC NE COM | 148,570 | 6,591,000 | 3.76% | ||
| 24 | AUTODESK INC | 128,277 | 7,068,000 | 4.03% | ||
| 25 | CONSTELLATION BRANDS INC | 88,741 | 7,735,000 | 4.41% | ||
| 26 | VCA INCORPORATED | 206,658 | 8,128,000 | 4.63% | ||
| 27 | AON PLC | 93,264 | 8,176,000 | 4.66% | ||
| 28 | DOLLAR GEN CORP NEW | 156,897 | 9,588,000 | 5.47% | ||
| 29 | Nielsen Holdings B.V. | 218,472 | 9,685,000 | 5.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-14-006361, filed 2014.11.14).
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.
