| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 35,000 | 4,972,000 | 1.98% | ||
| 2 | ALPHABET INC | 7,117 | 6,034,000 | 2.40% | ||
| 3 | ECHO GLOBAL LOGISTICS INC COM | 361,942 | 7,727,000 | 3.07% | ||
| 4 | O REILLY AUTOMOTIVE INC NEW | 34,460 | 9,299,000 | 3.70% | ||
| 5 | SALESFORCE COM INC | 113,112 | 9,331,000 | 3.71% | ||
| 6 | BRIGHT HORIZONS FAM SOL IN DEL COM | 129,245 | 9,369,000 | 3.72% | ||
| 7 | SPROUTS FMRS MKT INC | 408,996 | 9,456,000 | 3.76% | ||
| 8 | ELLIE MAE INCORPORATED | 94,836 | 9,509,000 | 3.78% | ||
| 9 | SHERWIN WILLIAMS CO | 30,700 | 9,523,000 | 3.79% | ||
| 10 | WISDOMTREE INVTS INC | 1,101,617 | 10,003,000 | 3.98% | ||
| 11 | ENVISION HEALTHCARE CORP | 187,892 | 11,522,000 | 4.58% | ||
| 12 | PAYLOCITY HOLDING CORPORATION COM | 315,318 | 12,181,000 | 4.84% | ||
| 13 | CARMAX INC | 212,389 | 12,578,000 | 5.00% | ||
| 14 | NATIONAL INSTRS CORP | 480,154 | 15,634,000 | 6.22% | ||
| 15 | SKYWORKS SOLUTIONS INC | 160,705 | 15,746,000 | 6.26% | ||
| 16 | CADENCE DESIGN SYSTEM INC | 505,939 | 15,886,000 | 6.32% | ||
| 17 | SPLUNK INC | 263,557 | 16,417,000 | 6.53% | ||
| 18 | COSTAR GROUP | 82,301 | 17,054,000 | 6.78% | ||
| 19 | CAVIUM INC | 331,310 | 23,742,000 | 9.44% | ||
| 20 | SERVICENOW INC | 292,290 | 25,567,000 | 10.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-17-000316, filed 2017.05.12).
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.
