| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QUALYS INC | 988,243 | 29,460,000 | 12.82% | ||
| 2 | ENVISION HEALTHCARE HLDGS INC | 1,009,947 | 25,622,000 | 11.15% | ||
| 3 | SERVICENOW INC | 379,227 | 25,181,000 | 10.96% | ||
| 4 | SKYWORKS SOLUTIONS INC | 369,991 | 23,413,000 | 10.19% | ||
| 5 | CAVIUM INC | 589,816 | 22,767,000 | 9.91% | ||
| 6 | ADOBE INC | 207,071 | 19,835,000 | 8.63% | ||
| 7 | SPLUNK | 339,400 | 18,389,000 | 8.00% | ||
| 8 | CADENCE DESIGN | 593,074 | 14,412,000 | 6.27% | ||
| 9 | CERNER CORP | 239,790 | 14,052,000 | 6.12% | ||
| 10 | BRIGHT HORIZONS FAM SOL IN DEL COM | 171,584 | 11,378,000 | 4.95% | ||
| 11 | LOWES COS INC | 138,400 | 10,957,000 | 4.77% | ||
| 12 | FLEETMATICS GROUP PLC | 248,206 | 10,755,000 | 4.68% | ||
| 13 | WISDOMTREE INVTS INC | 360,000 | 3,524,000 | 1.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-16-001177, 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.
