| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMGEN INC | 83,950 | 12,275,000 | 1.59% | ||
| 2 | LILLY ELI & CO | 146,398 | 10,768,000 | 1.39% | ||
| 3 | UNITEDHEALTH GROUP INC | 62,726 | 10,038,000 | 1.30% | ||
| 4 | VISA INC | 121,662 | 9,492,000 | 1.23% | ||
| 5 | ABBVIE INC | 141,404 | 8,855,000 | 1.15% | ||
| 6 | INDEPENDENCE REALTY | 984,361 | 8,781,000 | 1.14% | ||
| 7 | HOLOGIC INC | 216,685 | 8,694,000 | 1.13% | ||
| 8 | ALPHABET INC | 10,764 | 8,530,000 | 1.10% | ||
| 9 | SBA COMMUNICATIONS CORPORATION | 76,244 | 7,873,000 | 1.02% | ||
| 10 | TWENTY FIRST CENTY FOX INC | 272,875 | 7,651,000 | 0.99% | ||
| 11 | CYRUSONE INC | 163,727 | 7,325,000 | 0.95% | ||
| 12 | DR PEPPER SNAPPLE GROUP INC | 79,562 | 7,214,000 | 0.93% | ||
| 13 | EXTENDED STAY AMER INC | 430,960 | 6,960,000 | 0.90% | ||
| 14 | EXPEDIA INC DEL | 61,163 | 6,928,000 | 0.90% | ||
| 15 | SALESFORCE COM INC | 100,138 | 6,856,000 | 0.89% | ||
| 16 | COMMUNICATIONS SALES&LEAS IN | 258,667 | 6,572,000 | 0.85% | ||
| 17 | POST HLDGS INC | 80,610 | 6,480,000 | 0.84% | ||
| 18 | DYCOM INDS INC COM | 77,500 | 6,222,000 | 0.81% | ||
| 19 | REGENERON PHARMACEUTICALS | 16,000 | 5,873,000 | 0.76% | ||
| 20 | ADVANCE AUTO PARTS INC | 34,361 | 5,811,000 | 0.75% | ||
| 21 | LA QUINTA HLDGS INC | 407,571 | 5,792,000 | 0.75% | ||
| 22 | BOYD GAMING CORP COM | 283,013 | 5,709,000 | 0.74% | ||
| 23 | PINNACLE FOODS INC DEL | 106,531 | 5,694,000 | 0.74% | ||
| 24 | S&P GLOBAL INC | 51,876 | 5,579,000 | 0.72% | ||
| 25 | CBS CORP NEW | 87,048 | 5,538,000 | 0.72% | ||
| 26 | MASIMO CORP COM | 81,333 | 5,482,000 | 0.71% | ||
| 27 | MACYS INC | 152,686 | 5,468,000 | 0.71% | ||
| 28 | ACHAOGEN INC COM | 415,189 | 5,406,000 | 0.70% | ||
| 29 | COMMSCOPE HLDG COMPANY INCORPORATED | 140,742 | 5,235,000 | 0.68% | ||
| 30 | MGM RESORTS INTERNATIONAL | 175,250 | 5,052,000 | 0.65% | ||
| 31 | FINISAR CORP COM NEW | 164,177 | 4,970,000 | 0.64% | ||
| 32 | MARRIOTT INTL | 59,883 | 4,951,000 | 0.64% | ||
| 33 | INTERXION HOLDING N.V | 140,000 | 4,910,000 | 0.64% | ||
| 34 | SYMANTEC CORP | 199,800 | 4,774,000 | 0.62% | ||
| 35 | MATTEL INC | 170,993 | 4,712,000 | 0.61% | ||
| 36 | ACACIA COMMUNICATIONS INC | 75,449 | 4,659,000 | 0.60% | ||
| 37 | SELECT SECTOR SPDR TR | 61,270 | 4,615,000 | 0.60% | ||
| 38 | RED HAT INC | 65,259 | 4,549,000 | 0.59% | ||
| 39 | CORNERSTONE ONDEMAND INC | 106,719 | 4,515,000 | 0.58% | ||
| 40 | ALEXION PHARMACEUTIC | 36,154 | 4,424,000 | 0.57% | ||
| 41 | EDWARDS LIFESCIENCES CORP | 45,940 | 4,304,000 | 0.56% | ||
| 42 | DOLLAR TREE INC | 55,262 | 4,265,000 | 0.55% | ||
| 43 | AMC NETWORKS INC CL A | 80,000 | 4,187,000 | 0.54% | ||
| 44 | AETNA INC NEW | 33,566 | 4,162,000 | 0.54% | ||
| 45 | CALLON PETE CO DEL | 266,897 | 4,103,000 | 0.53% | ||
| 46 | KROGER CO | 118,750 | 4,098,000 | 0.53% | ||
| 47 | DELTA AIRLINES INC DEL | 82,216 | 4,045,000 | 0.52% | ||
| 48 | JACK IN THE BOX INC | 35,397 | 3,951,000 | 0.51% | ||
| 49 | CYBERARK SOFTWARE LTD SHS | 86,357 | 3,930,000 | 0.51% | ||
| 50 | MSG NETWORK INC | 180,235 | 3,875,000 | 0.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000660, filed 2017.02.14).
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.
