| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Rexford Industrial Realty Inc | 256,704 | 5,876,000 | 19.65% | ||
| 2 | PVH CORPORATION | 40,043 | 4,425,000 | 14.80% | ||
| 3 | MASIMO CORP COM | 68,800 | 4,093,000 | 13.69% | ||
| 4 | VARONIS SYS INC COM | 109,350 | 3,291,000 | 11.01% | ||
| 5 | DEXCOM | 37,200 | 3,261,000 | 10.91% | ||
| 6 | MASTEC INC | 109,503 | 3,257,000 | 10.89% | ||
| 7 | ELECTRONIC ARTS INC | 33,826 | 2,889,000 | 9.66% | ||
| 8 | MISTRAS GROUP INC | 119,532 | 2,805,000 | 9.38% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086450, filed 2016.11.14).
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.
