Q2 2017 Holdings
Filed 2017-08-14 | 2923 holdings | $831.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $170.4M | 5,444,596 | 20.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $101.6M | 1,007,325 | 12.2% |
| Cummins Inc(CMI) | COM | 231021106 | $80.0M | 493,156 | 9.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $70.3M | 2,537,170 | 8.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $34.0M | 241,224 | 4.1% |
| BOX Inc(BOX) | CL A | 10316T104 | $26.5M | 1,450,271 | 3.2% |
| Autozone Inc(AZO) | COM | 053332102 | $25.7M | 45,027 | 3.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $22.9M | 152,215 | 2.7% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $17.7M | 487,280 | 2.1% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $17.7M | 174,949 | 2.1% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $14.8M | 655,820 | 1.8% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $14.5M | 102,592 | 1.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $13.5M | 69,767 | 1.6% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $13.0M | 230,725 | 1.6% |
| Corecivic Inc(CXW) | COM | 21871N101 | $9.9M | 357,991 | 1.2% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $8.2M | 642,446 | 1.0% |
| Crocs Inc(CROX) | COM | 227046109 | $7.0M | 910,085 | 0.8% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $7.0M | 41,875 | 0.8% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $6.6M | 314,608 | 0.8% |
| Advansix Inc(ASIX) | COM | 00773T101 | $6.6M | 210,147 | 0.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $6.5M | 19,338 | 0.8% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $6.2M | 311,945 | 0.7% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $5.9M | 176,258 | 0.7% |
| Antero RES Corp(AR) | COM | 03674X106 | $5.7M | 264,058 | 0.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $5.6M | 455,764 | 0.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.5M | 49,039 | 0.5% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $4.4M | 48,272 | 0.5% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $4.4M | 440,817 | 0.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $4.3M | 43,352 | 0.5% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $4.3M | 275,384 | 0.5% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $4.3M | 260,301 | 0.5% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $3.8M | 234,590 | 0.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $3.4M | 98,339 | 0.4% |
| Anika Therapeutics Inc(ANIK) | COM | 035255108 | $3.4M | 68,556 | 0.4% |
| Callaway Golf Co(CALY) | COM | 131193104 | $3.3M | 255,076 | 0.4% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $3.0M | 64,737 | 0.4% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $3.0M | 33,428 | 0.4% |
| Armstrong Flooring Inc(AFIIQ) | COM | 04238R106 | $3.0M | 166,326 | 0.4% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $3.0M | 202,952 | 0.4% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $2.9M | 129,162 | 0.3% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $2.5M | 32,709 | 0.3% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $2.5M | 19,197 | 0.3% |
| Cbiz Inc(CBZ) | COM | 124805102 | $2.3M | 152,092 | 0.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $2.3M | 135,600 | 0.3% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $2.2M | 256,842 | 0.3% |
| Daktronics Inc(DAKT) | COM | 234264109 | $2.2M | 225,039 | 0.3% |
| Century Alum Co(CENX) | COM | 156431108 | $2.1M | 137,914 | 0.3% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $2.1M | 177,326 | 0.3% |
| AXT Inc(AXTI) | COM | 00246W103 | $1.9M | 302,530 | 0.2% |
| Conduent Inc(CNDT) | COM | 206787103 | $1.9M | 119,450 | 0.2% |