Q1 2017 Holdings
Filed 2017-05-15 | 2829 holdings | $893.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $100.2M | 4,028,456 | 11.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $89.4M | 6,144,502 | 10.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $78.6M | 1,206,865 | 8.8% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $77.5M | 796,776 | 8.7% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $76.7M | 917,045 | 8.6% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $35.7M | 1,556,558 | 4.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $31.3M | 995,257 | 3.5% |
| Corecivic Inc(CXW) | COM | 21871N101 | $27.3M | 869,296 | 3.1% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $27.1M | 511,575 | 3.0% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $26.6M | 296,043 | 3.0% |
| Cummins Inc(CMI) | COM | 231021106 | $21.7M | 143,487 | 2.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $20.5M | 607,636 | 2.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $14.8M | 247,442 | 1.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $13.0M | 112,904 | 1.4% |
| BOX Inc(BOX) | CL A | 10316T104 | $12.9M | 792,195 | 1.4% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $12.5M | 222,343 | 1.4% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $11.7M | 198,722 | 1.3% |
| Century Alum Co(CENX) | COM | 156431108 | $10.9M | 860,092 | 1.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $9.5M | 284,260 | 1.1% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $9.0M | 440,895 | 1.0% |
| Conduent Inc(CNDT) | COM | 206787103 | $8.9M | 531,391 | 1.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $8.1M | 24,679 | 0.9% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $7.9M | 541,338 | 0.9% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.6M | 75,396 | 0.7% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $6.5M | 68,897 | 0.7% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $6.2M | 55,555 | 0.7% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $5.8M | 386,235 | 0.6% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $5.7M | 641,009 | 0.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $5.2M | 26,292 | 0.6% |
| Crocs Inc(CROX) | COM | 227046109 | $4.6M | 652,722 | 0.5% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $4.5M | 145,556 | 0.5% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $4.4M | 27,869 | 0.5% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $4.3M | 124,352 | 0.5% |
| Aurinia Pharmaceuticals Inc(AUPH) | COM | 05156V102 | $4.0M | 548,771 | 0.5% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $3.9M | 226,172 | 0.4% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $3.8M | 457,647 | 0.4% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $3.8M | 266,754 | 0.4% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $3.2M | 150,145 | 0.4% |
| Cubesmart(CUBE) | COM | 229663109 | $3.2M | 123,417 | 0.4% |
| AXT Inc(AXTI) | COM | 00246W103 | $3.1M | 538,274 | 0.3% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $3.0M | 58,379 | 0.3% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $2.8M | 31,186 | 0.3% |
| Daktronics Inc(DAKT) | COM | 234264109 | $2.8M | 300,749 | 0.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $2.8M | 589,573 | 0.3% |
| Advansix Inc(ASIX) | COM | 00773T101 | $2.6M | 95,428 | 0.3% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $2.3M | 181,418 | 0.3% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $2.1M | 23,327 | 0.2% |
| Ceva Inc(CEVA) | COM | 157210105 | $2.0M | 56,798 | 0.2% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $2.0M | 182,929 | 0.2% |
| Callaway Golf Co(CALY) | COM | 131193104 | $1.7M | 155,296 | 0.2% |