| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YUM BRANDS INC | 83,601 | 6,932,000 | 12.42% | ||
| 2 | MASIMO CORP COM | 126,045 | 6,619,000 | 11.86% | ||
| 3 | L BRANDS INC | 85,000 | 5,706,000 | 10.22% | ||
| 4 | NUVASIVE INC COM | 90,100 | 5,381,000 | 9.64% | ||
| 5 | HALYARD HEALTH INC | 156,686 | 5,095,000 | 9.13% | ||
| 6 | FIVE BELOW INC COM | 109,025 | 5,060,000 | 9.06% | ||
| 7 | INSULET CORPORATION | 151,343 | 4,577,000 | 8.20% | ||
| 8 | PVH CORPORATION | 44,000 | 4,146,000 | 7.43% | ||
| 9 | GNC HLDGS INC | 156,174 | 3,793,000 | 6.79% | ||
| 10 | MOTORCAR PTS AMER INC COM | 82,982 | 2,255,000 | 4.04% | ||
| 11 | ORTHOFIX INTERNATIONAL NV | 121,022 | 2,250,000 | 4.03% | ||
| 12 | QUALYS INC | 72,615 | 2,165,000 | 3.88% | ||
| 13 | Travelport Worldwide Ltd | 97,689 | 1,259,000 | 2.25% | ||
| 14 | VITAE PHARMACEUTICALS INC | 55,027 | 594,000 | 1.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076180, filed 2016.08.12).
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.
