| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | 64,000 | 8,250,000 | 13.13% | ||
| 2 | CARNIVAL CORP | 142,232 | 7,506,000 | 11.95% | ||
| 3 | EATON CORP PLC | 106,300 | 6,650,000 | 10.58% | ||
| 4 | ILLINOIS TOOL WKS INC | 62,700 | 6,423,000 | 10.22% | ||
| 5 | HILL ROM HLDGS INC | 89,257 | 4,490,000 | 7.15% | ||
| 6 | MASIMO CORP COM | 104,852 | 4,387,000 | 6.98% | ||
| 7 | STRYKER CORP | 34,700 | 3,723,000 | 5.93% | ||
| 8 | PAYCHEX INC | 63,839 | 3,448,000 | 5.49% | ||
| 9 | HIBBETT INC COM | 76,892 | 2,760,000 | 4.39% | ||
| 10 | VITAE PHARMACEUTICALS INC | 402,849 | 2,671,000 | 4.25% | ||
| 11 | TRINSEO S A | 59,787 | 2,201,000 | 3.50% | ||
| 12 | LGI HOMES INC | 83,927 | 2,032,000 | 3.23% | ||
| 13 | INSULET CORPORATION | 53,714 | 1,781,000 | 2.83% | ||
| 14 | QUANEX BLDG PRODS CORP COM | 101,810 | 1,767,000 | 2.81% | ||
| 15 | DEMANDWARE INC | 42,630 | 1,667,000 | 2.65% | ||
| 16 | NUVASIVE INC COM | 27,051 | 1,316,000 | 2.09% | ||
| 17 | FITBIT INC | 70,400 | 1,067,000 | 1.70% | ||
| 18 | PRESS GANEY HLDGS INC | 22,857 | 688,000 | 1.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-065655, filed 2016.05.16).
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.
