Q1 2017 Holdings
Filed 2017-05-10 | 1590 holdings | $3.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco Systems Inc(CSCO) | COMMON STOCK | 17275R102 | $467.4M | 13,828,470 | 14.9% |
| Alibaba Group Holding LTD(BABA) | COMMON STOCK | 01609W102 | $373.1M | 3,460,383 | 11.9% |
| Costco Wholesale Corp-New(COST) | COMMON STOCK | 22160K105 | $297.3M | 1,772,720 | 9.5% |
| Cullen Frost Bankers Inc(CFR) | COMMON STOCK | 229899109 | $220.2M | 2,475,461 | 7.0% |
| D R Horton Inc(DHI) | COMMON STOCK | 23331A109 | $175.9M | 5,280,177 | 5.6% |
| Crown Castle International(CCI) | COMMON STOCK | 22822V101 | $142.0M | 1,503,568 | 4.5% |
| Charter Communications Inc(CHTR) | COMMON STOCK | 16119P108 | $121.7M | 371,731 | 3.9% |
| Cracker Barrel Old Country(CBRL) | COMMON STOCK | 22410J106 | $117.7M | 739,251 | 3.8% |
| Adobe Systems Inc(ADBE) | COMMON STOCK | 00724F101 | $102.7M | 788,905 | 3.3% |
| Crown Holdings Inc(CCK) | COMMON STOCK | 228368106 | $91.0M | 1,719,272 | 2.9% |
| Asbury Automotive Group Inc(ABG) | COMMON STOCK | 043436104 | $86.9M | 1,446,088 | 2.8% |
| Charles River Laboratories(CRL) | COMMON STOCK | 159864107 | $78.9M | 876,633 | 2.5% |
| Corning Inc(GLW) | COMMON STOCK | 219350105 | $69.1M | 2,559,380 | 2.2% |
| Boston Scientific Corp(BSX) | COMMON STOCK | 101137107 | $60.9M | 2,448,861 | 1.9% |
| Artisan Partners Asset(APAM) | COMMON STOCK | 04316A108 | $57.1M | 2,068,589 | 1.8% |
| Allscripts Misys Healthcare(MDRX) | COMMON STOCK | 01988P108 | $46.3M | 3,651,133 | 1.5% |
| Bright Horizons Family(BFAM) | COMMON STOCK | 109194100 | $40.1M | 553,518 | 1.3% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $38.8M | 594,866 | 1.2% |
| Ciena Corporation(CIEN) | COMMON STOCK | 171779309 | $38.5M | 1,632,314 | 1.2% |
| Burlington Stores Inc(BURL) | COMMON STOCK | 122017106 | $34.5M | 354,565 | 1.1% |
| Clean Harbors Inc(CLH) | COMMON STOCK | 184496107 | $34.3M | 616,750 | 1.1% |
| Acadia Healthcare Co Inc(ACHC) | COMMON STOCK | 00404A109 | $32.7M | 749,634 | 1.0% |
| Aerovironment Inc(AVAV) | COMMON STOCK | 008073108 | $29.0M | 1,032,878 | 0.9% |
| Accuray Inc Calif(ARAY) | COMMON STOCK | 004397105 | $23.8M | 5,014,941 | 0.8% |
| Antero Resources Corporation(AR) | COMMON STOCK | 03674X106 | $17.8M | 780,402 | 0.6% |
| Allegheny Technologies Inc(ATI) | COMMON STOCK | 01741R102 | $17.6M | 979,862 | 0.6% |
| Bio-Rad Laboratories Inc CL A(BIO) | COMMON STOCK | 090572207 | $17.2M | 86,227 | 0.5% |
| Ceva Inc(CEVA) | COMMON STOCK | 157210105 | $16.9M | 476,553 | 0.5% |
| Corporate Office Properties(CDP) | COMMON STOCK | 22002T108 | $15.9M | 480,176 | 0.5% |
| Boston Beer Co Inc(SAM) | COMMON STOCK | 100557107 | $14.9M | 103,240 | 0.5% |
| American Homes 4 Rent(AMH) | COMMON STOCK | 02665T306 | $14.7M | 640,758 | 0.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COMMON STOCK | 09061G101 | $14.2M | 161,196 | 0.5% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $13.3M | 267,149 | 0.4% |
| Carmax Inc(KMX) | COMMON STOCK | 143130102 | $13.1M | 221,927 | 0.4% |
| Conduent Inc(CNDT) | COMMON STOCK | 206787103 | $12.6M | 749,307 | 0.4% |
| Atricure Inc(ATRC) | COMMON STOCK | 04963C209 | $10.8M | 566,520 | 0.3% |
| Crocs Inc(CROX) | COMMON STOCK | 227046109 | $10.8M | 1,525,010 | 0.3% |
| Darden Restaurants Inc(DRI) | COMMON STOCK | 237194105 | $10.3M | 122,949 | 0.3% |
| Autonation Inc del(AN) | COMMON STOCK | 05329W102 | $9.2M | 218,651 | 0.3% |
| Autodesk Inc(ADSK) | COMMON STOCK | 052769106 | $7.8M | 90,731 | 0.3% |
| Baozun Inc(BZUN) | COMMON STOCK | 06684L103 | $7.7M | 518,062 | 0.2% |
| Biogen Idec Inc(BIIB) | COMMON STOCK | 09062X103 | $6.4M | 23,585 | 0.2% |
| Constellation Brands Inc(STZ) | COMMON STOCK | 21036P108 | $6.4M | 39,775 | 0.2% |
| Corecivic Inc COM(CXW) | COMMON STOCK | 21871N101 | $6.2M | 195,743 | 0.2% |
| Cbre Group Inc(CBRE) | COMMON STOCK | 12504L109 | $5.8M | 167,903 | 0.2% |
| Credit Acceptance Corp-Mich(CACC) | COMMON STOCK | 225310101 | $5.8M | 29,154 | 0.2% |
| Cummins Inc(CMI) | COMMON STOCK | 231021106 | $3.4M | 22,341 | 0.1% |
| Darling International Inc(DAR) | COMMON STOCK | 237266101 | $3.1M | 210,162 | 0.1% |
| Arrow Electronics Inc(ARW) | COMMON STOCK | 042735100 | $2.6M | 35,071 | 0.1% |
| Consolidated Edison Inc(ED) | COMMON STOCK | 209115104 | $1.7M | 22,406 | 0.1% |