CIK 1085256
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2016-Q1. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 40.35% | 138 |
| Banks | 6.69% | 20 |
| Insurance | 5.25% | 11 |
| Software | 3.84% | 14 |
| Commercial Services & Supplies | 3.07% | 14 |
| Specialty Retail | 2.86% | 13 |
| Health Care Equipment & Supplies | 2.78% | 8 |
| Oil, Gas & Consumable Fuels | 2.43% | 20 |
| Semiconductors & Semiconductor Equipment | 2.41% | 7 |
| Software & IT Services | 2.39% | 7 |
| Utilities | 2.26% | 14 |
| Hotels, Restaurants & Leisure | 2.22% | 9 |
| Pharmaceuticals & Biotechnology | 2.16% | 12 |
| Textiles, Apparel & Luxury Goods | 1.87% | 5 |
| Chemicals | 1.83% | 8 |
| Machinery | 1.76% | 8 |
| Media & Entertainment | 1.65% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 1.59% | 10 |
| Capital Markets | 1.07% | 8 |
| Life Sciences Tools & Services | 0.99% | 2 |
| Technology Hardware & Equipment | 0.99% | 6 |
| Electrical Equipment & Components | 0.98% | 2 |
| Food & Staples Retailing | 0.88% | 1 |
| Construction Materials | 0.73% | 3 |
| Aerospace & Defense | 0.71% | 4 |
| Paper & Forest Products | 0.71% | 2 |
| Food Products | 0.65% | 2 |
| Health Care Providers & Services | 0.62% | 2 |
| Distributors | 0.59% | 3 |
| Marine | 0.54% | 1 |
| Professional Services | 0.36% | 1 |
| Leisure Products | 0.35% | 1 |
| Automobiles & Components | 0.35% | 3 |
| Communications Equipment | 0.35% | 1 |
| Entertainment | 0.32% | 3 |
| Diversified Consumer Services | 0.32% | 1 |
| Real Estate Management & Development | 0.28% | 2 |
| Road & Rail | 0.25% | 1 |
| Metals & Mining | 0.16% | 5 |
| Beverages | 0.12% | 1 |
| Household Durables | 0.11% | 1 |
| Airlines | 0.11% | 4 |
| Diversified Telecommunication Services | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | PINNACLE FOODS INC DEL | Unclassified | 2.39% | |
| 2 | LOGMEIN INC | Unclassified | 1.64% | |
| 3 | PGR | PROGRESSIVE CORP/OH/ | Financials | 1.58% |
| 4 | ULTIMATE SOFTWARE GROUP INC | Unclassified | 1.40% | |
| 5 | HMS HLDGS CORP | Unclassified | 1.37% | |
| 6 | SEALED AIR CORP NEW | Unclassified | 1.37% | |
| 7 | MPWR | MONOLITHIC POWER SYSTEMS INC | Information Technology | 1.36% |
| 8 | EEFT | EURONET WORLDWIDE, INC. | Financials | 1.30% |
| 9 | LIBERTY INTERACTIVE CORP | Unclassified | 1.28% | |
| 10 | EQUITY COMWLTH | Unclassified | 1.22% |
245/382 names classified · sector 59.6% of weight · industry 59.6% · mkt cap 58.2%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 59.6% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 53.1% of book weight (201/253 names) · unclassified 46.9%: , HEI.A, TSEM, IART, TTWO, LBRDK, JAZZ, NGVT, MDRX, CMA +42 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | PINNACLE FOODS INC DEL | 5,031,313 | $233M | 2.4% | ADD 2% |
| 2 | LOGMEIN INC | 2,511,281 | $159M | 1.6% | TRIM −14% |
| 3 | PGRPROGRESSIVE CORP | 4,593,043 | $154M | 1.6% | ADD 4% |
| 4 | ULTIMATE SOFTWARE GROUP INC | 647,288 | $136M | 1.4% | TRIM −3% |
| 5 | HMS HLDGS CORP | 7,591,994 | $134M | 1.4% | ADD 25% |
| 6 | SEALED AIR CORP NEW | 2,904,283 | $134M | 1.4% | HOLD |
| 7 | MPWRMONOLITHIC PWR SYS INC | 1,942,637 | $133M | 1.4% | TRIM −7% |
| 8 | EEFTEURONET WORLDWIDE INC | 1,822,483 | $126M | 1.3% | ADD 9% |
| 9 | LIBERTY INTERACTIVE CORP | 4,918,258 | $125M | 1.3% | HOLD |
| 10 | EQUITY COMWLTH | 4,085,905 | $119M | 1.2% | TRIM −16% |
| 11 | ALLERGAN PLC | 489,611 | $113M | 1.2% | ADD 48% |
| 12 | RITCHIE BROS AUCTIONEERS | 3,226,760 | $109M | 1.1% | TRIM −7% |
| 13 | LGNDLIGAND PHARMACEUTICALS INC | 824,750 | $98M | 1.0% | TRIM −10% |
| 14 | LIBERTYMED VENTURES | 2,612,526 | $97M | 1.0% | TRIM −16% |
| 15 | MSFTMICROSOFT CORP | 1,878,707 | $96M | 1.0% | HOLD |
| 16 | AAGILENT TECHNOLOGIES INC | 2,149,542 | $95M | 1.0% | TRIM −19% |
| 17 | WSTWEST PHARMACEUTICAL SVSC INC | 1,253,102 | $95M | 1.0% | TRIM −21% |
| 18 | PROOFPOINT INC | 1,418,156 | $89M | 0.9% | HOLD |
| 19 | BLACK KNIGHT INC | 2,351,086 | $88M | 0.9% | TRIM −14% |
| 20 | CVSCVS HEALTH CORP | 897,935 | $86M | 0.9% | ADD 13% |
| 21 | GOOGLALPHABET INC | 120,428 | $85M | 0.9% | HOLD |
| 22 | CVXCHEVRON CORP NEW | 743,593 | $78M | 0.8% | HOLD |
| 23 | HEI.AHEICO CORP NEW | 1,440,010 | $77M | 0.8% | TRIM −31% |
| 24 | JPMJPMORGAN CHASE & CO | 1,189,992 | $74M | 0.8% | HOLD |
| 25 | HXLHEXCEL CORP NEW | 1,772,839 | $74M | 0.8% | TRIM −30% |
| 26 | PRIPRIMERICA INC | 1,247,548 | $71M | 0.7% | ADD 23% |
| 27 | CVLTCOMMVAULT SYS INC | 1,650,622 | $71M | 0.7% | ADD 21% |
| 28 | TSEMTOWER SEMICONDUCTOR LTD | 5,724,941 | $71M | 0.7% | HOLD |
| 29 | CLHCLEAN HARBORS INC | 1,361,945 | $71M | 0.7% | TRIM −17% |
| 30 | WCNWASTE CONNECTIONS INC | 963,696 | $69M | 0.7% | NEW |
| 31 | RNGRINGCENTRAL INC | 3,324,144 | $66M | 0.7% | HOLD |
| 32 | CRICARTERS INC | 595,896 | $63M | 0.7% | TRIM −21% |
| 33 | IMAXIMAX CORP | 2,127,095 | $63M | 0.6% | TRIM −32% |
| 34 | LFUSLITTELFUSE INC | 515,596 | $61M | 0.6% | ADD 11% |
| 35 | BURLBURLINGTON STORES INC | 913,303 | $61M | 0.6% | ADD 4% |
| 36 | SIRISIRIUS XM HOLDINGS INC | 15,275,040 | $60M | 0.6% | HOLD |
| 37 | NOBLE ENERGY INC | 1,653,953 | $59M | 0.6% | HOLD |
| 38 | POPEYES LOUISIANA KITCHEN INC | 1,054,328 | $58M | 0.6% | ADD 20% |
| 39 | IARTINTEGRA LIFESCIENCES HLDGS C | 709,503 | $57M | 0.6% | NEW |
| 40 | ASBASSOCIATED BANC CORP | 3,284,252 | $56M | 0.6% | TRIM −9% |
| 41 | AFLAFLAC INC | 767,450 | $55M | 0.6% | ADD 21% |
| 42 | UMBFUMB FINL CORP | 1,028,454 | $55M | 0.6% | TRIM −4% |
| 43 | FHNFIRST HORIZON CORPORATION | 3,887,658 | $54M | 0.6% | TRIM −12% |
| 44 | CHTRCHARTER COMMUNICATIONS INC | 232,459 | $53M | 0.5% | NEW |
| 45 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,395,498 | $53M | 0.5% | TRIM −11% |
| 46 | FNFFIDELITY NATL FINL INC | 1,398,541 | $52M | 0.5% | HOLD |
| 47 | KEXKIRBY CORP | 839,753 | $52M | 0.5% | NEW |
| 48 | DINDINE BRANDS GLOBAL INC | 615,643 | $52M | 0.5% | ADD 4% |
| 49 | ENDURANCE SPECIALTY HLDGS LT | 761,997 | $51M | 0.5% | HOLD |
| 50 | AIZASSURANT INC | 587,467 | $51M | 0.5% | TRIM −4% |
| 51 | TWENTY FIRST CENTY FOX INC | 1,822,129 | $49M | 0.5% | HOLD |
| 52 | ALGNALIGN TECHNOLOGY INC | 601,734 | $48M | 0.5% | ADD 6% |
| 53 | ARMKARAMARK | 1,432,628 | $48M | 0.5% | ADD 22% |
| 54 | LBRDKLIBERTY BROADBAND CORP | 783,112 | $47M | 0.5% | TRIM −26% |
| 55 | EOGEOG RES INC | 562,618 | $47M | 0.5% | HOLD |
| 56 | FISFIDELITY NATL INFORMATION SV | 635,928 | $47M | 0.5% | TRIM −10% |
| 57 | NUVASIVE INC | 784,483 | $47M | 0.5% | TRIM −24% |
| 58 | NXSTAGE MEDICAL INC | 2,154,390 | $47M | 0.5% | TRIM −32% |
| 59 | HEADWATERS INC | 2,574,446 | $46M | 0.5% | TRIM −4% |
| 60 | ESNTESSENT GROUP LTD | 2,109,600 | $46M | 0.5% | TRIM −22% |
| 61 | XL GROUP PLC | 1,365,866 | $45M | 0.5% | ADD 43% |
| 62 | FIVEFIVE BELOW INC | 972,179 | $45M | 0.5% | ADD 30% |
| 63 | LIBERTY MEDIA CORP DEL | 1,446,694 | $45M | 0.5% | NEW |
| 64 | JAZZJAZZ PHARMACEUTICALS PLC | 313,728 | $44M | 0.5% | TRIM −12% |
| 65 | MDLZMONDELEZ INTL INC | 969,560 | $44M | 0.5% | HOLD |
| 66 | SONIC CORP | 1,613,014 | $44M | 0.4% | TRIM −5% |
| 67 | GIIIG-III APPAREL GROUP LTD | 953,136 | $44M | 0.4% | TRIM −16% |
| 68 | NGVTINGEVITY CORP | 1,274,341 | $43M | 0.4% | NEW |
| 69 | BENEFITFOCUS INC | 1,137,461 | $43M | 0.4% | HOLD |
| 70 | MASONITE INTERNATIONAL CORP | 655,118 | $43M | 0.4% | TRIM −18% |
| 71 | SIX FLAGS ENTMT CORP NEW | 746,838 | $43M | 0.4% | TRIM −26% |
| 72 | AXPAMERICAN EXPRESS CO | 700,711 | $43M | 0.4% | HOLD |
| 73 | CALPINE CORP | 2,879,467 | $42M | 0.4% | HOLD |
| 74 | SYNOVUS FINL CORP | 1,423,442 | $41M | 0.4% | TRIM −9% |
| 75 | VALIDUS HOLDINGS LTD | 848,023 | $41M | 0.4% | TRIM −18% |
| 76 | ZIONZIONS BANCORPORATION N A | 1,630,599 | $41M | 0.4% | TRIM −26% |
| 77 | GDDYGODADDY INC | 1,311,389 | $41M | 0.4% | ADD 20% |
| 78 | INTERXION HOLDING N.V | 1,097,928 | $40M | 0.4% | ADD 54% |
| 79 | AMEDISYS INC COM | 801,563 | $40M | 0.4% | HOLD |
| 80 | WEBMD HEALTH CORP | 694,103 | $40M | 0.4% | NEW |
| 81 | MEDICINES CO | 1,195,810 | $40M | 0.4% | TRIM −9% |
| 82 | GPKGRAPHIC PACKAGING HLDG CO | 3,117,381 | $39M | 0.4% | ADD 3% |
| 83 | TREELENDINGTREE INC NEW | 435,241 | $38M | 0.4% | TRIM −48% |
| 84 | SNYDERS-LANCE INC | 1,132,150 | $38M | 0.4% | TRIM −45% |
| 85 | PAYCPAYCOM SOFTWARE INC | 885,154 | $38M | 0.4% | ADD 15% |
| 86 | ENERGEN CORP | 784,568 | $38M | 0.4% | TRIM −4% |
| 87 | CMPCOMPASS MINERALS INTL INC | 500,093 | $37M | 0.4% | ADD 106% |
| 88 | MDRXVERADIGM INC | 2,864,495 | $36M | 0.4% | HOLD |
| 89 | CMACOMERICA INC | 881,365 | $36M | 0.4% | ADD 14% |
| 90 | CARAVIS BUDGET GROUP | 1,116,350 | $36M | 0.4% | NEW |
| 91 | WFCWELLS FARGO CO NEW | 759,760 | $36M | 0.4% | HOLD |
| 92 | OLLIOLLIES BARGAIN OUTLET HLDGS | 1,442,108 | $36M | 0.4% | ADD 9% |
| 93 | VERINT SYS INC | 1,082,747 | $36M | 0.4% | ADD 73% |
| 94 | ACHCACADIA HEALTHCARE COMPANY IN | 644,586 | $36M | 0.4% | ADD 3% |
| 95 | CHEMTURA CORP | 1,331,590 | $35M | 0.4% | TRIM −11% |
| 96 | VANTIV INC | 617,055 | $35M | 0.4% | ADD 38% |
| 97 | LOXO ONCOLOGY INC. | 1,505,004 | $35M | 0.4% | ADD 7% |
| 98 | SPIRIT AIRLS INC | 772,956 | $35M | 0.4% | ADD 12% |
| 99 | JBTMJBT MAREL CORPORATION | 566,233 | $35M | 0.4% | TRIM −37% |
| 100 | GGENPACT LIMITED | 1,291,098 | $35M | 0.4% | ADD 5% |
| 101 | WELLCARE HEALTH PLANS INC | 321,285 | $34M | 0.4% | ADD 34% |
| 102 | GEGENERAL ELECTRIC CO | 1,090,981 | $34M | 0.4% | HOLD |
| 103 | HASHASBRO INC | 407,018 | $34M | 0.4% | TRIM −11% |
| 104 | UNHUNITEDHEALTH GROUP INC | 239,810 | $34M | 0.3% | ADD 7% |
| 105 | LITELUMENTUM HLDGS INC | 1,395,702 | $34M | 0.3% | ADD 1549% |
| 106 | TREEHOUSE FOODS INC | 327,090 | $34M | 0.3% | TRIM −4% |
| 107 | FANGDIAMONDBACK ENERGY INC | 366,158 | $33M | 0.3% | TRIM −17% |
| 108 | IRMIRON MTN INC DEL | 830,734 | $33M | 0.3% | TRIM −45% |
| 109 | APOGAPOGEE ENTERPRISES INC | 692,137 | $32M | 0.3% | HOLD |
| 110 | BALLBALL CORP | 441,617 | $32M | 0.3% | ADD 49% |
| 111 | WENWENDYS CO | 3,276,030 | $32M | 0.3% | ADD 87% |
| 112 | FAFFIRST AMERN FINL CORP | 779,424 | $31M | 0.3% | TRIM −49% |
| 113 | LOPEGRAND CANYON ED INC | 771,084 | $31M | 0.3% | ADD 5588% |
| 114 | SOVRAN SELF STORAGE INC | 292,195 | $31M | 0.3% | TRIM −10% |
| 115 | FBINFORTUNE BRANDS INNOVATIONS I | 522,743 | $30M | 0.3% | TRIM −25% |
| 116 | SHOOMADDEN STEVEN LTD | 872,660 | $30M | 0.3% | TRIM −15% |
| 117 | WALWESTERN ALLIANCE BANCORP | 907,943 | $30M | 0.3% | TRIM −21% |
| 118 | AVAAVISTA CORP | 657,670 | $29M | 0.3% | HOLD |
| 119 | ULTAULTA BEAUTY INC | 120,458 | $29M | 0.3% | TRIM −57% |
| 120 | LADLITHIA MTRS INC | 412,553 | $29M | 0.3% | TRIM −17% |
| 121 | MKTXMARKETAXESS HLDGS INC | 200,478 | $29M | 0.3% | TRIM −31% |
| 122 | TORCHMARK CORP | 471,240 | $29M | 0.3% | ADD 3% |
| 123 | MAGELLAN HEALTH INC | 440,306 | $29M | 0.3% | TRIM −19% |
| 124 | ZELTIQ AESTHETICS INC | 1,056,821 | $29M | 0.3% | ADD 35% |
| 125 | ATRCATRICURE INC | 2,027,852 | $29M | 0.3% | TRIM −7% |
| 126 | WABWABTEC | 406,796 | $29M | 0.3% | ADD 42% |
| 127 | BDNBRANDYWINE RLTY TR | 1,700,007 | $29M | 0.3% | TRIM −5% |
| 128 | SEICSEI INVTS CO | 590,598 | $28M | 0.3% | ADD 8% |
| 129 | MACK CALI RLTY CORP | 1,048,325 | $28M | 0.3% | TRIM −14% |
| 130 | PRIVATEBANCORP INC | 641,502 | $28M | 0.3% | TRIM −45% |
| 131 | SNPSSYNOPSYS INC | 519,330 | $28M | 0.3% | ADD 16% |
| 132 | PLAYDAVE & BUSTERS ENTMT INC | 599,832 | $28M | 0.3% | ADD 3% |
| 133 | PFEPFIZER INC | 793,005 | $28M | 0.3% | TRIM −52% |
| 134 | WNS HLDGS LTD | 1,029,418 | $28M | 0.3% | NEW |
| 135 | NWENORTHWESTERN ENERGY GROUP IN | 427,000 | $27M | 0.3% | TRIM −3% |
| 136 | BMYBRISTOL-MYERS SQUIBB CO | 366,010 | $27M | 0.3% | TRIM −30% |
| 137 | WEXWEX INC | 300,500 | $27M | 0.3% | NEW |
| 138 | EIXEDISON INTL | 337,250 | $26M | 0.3% | HOLD |
| 139 | CAVIUM INC | 658,444 | $25M | 0.3% | TRIM −46% |
| 140 | ACREARES COML REAL ESTATE CORP | 2,059,199 | $25M | 0.3% | TRIM −9% |
| 141 | CASYCASEYS GEN STORES INC | 192,160 | $25M | 0.3% | TRIM −47% |
| 142 | BLUEBIRD BIO INC | 575,093 | $25M | 0.3% | ADD 9% |
| 143 | WINGWINGSTOP INC | 912,837 | $25M | 0.3% | TRIM −29% |
| 144 | UHSUniversal Health Svcs., Cl. B | 184,694 | $25M | 0.3% | TRIM −19% |
| 145 | LYBLYONDELLBASELL INDUSTRIES N | 332,066 | $25M | 0.3% | ADD 2% |
| 146 | STERIS PLC SHS USD | 358,849 | $25M | 0.3% | TRIM −70% |
| 147 | TXNMPNM RES INC | 696,060 | $25M | 0.3% | HOLD |
| 148 | PNCPNC FINL SVCS GROUP INC | 303,065 | $25M | 0.3% | HOLD |
| 149 | DXCMDEXCOM | 309,651 | $25M | 0.3% | TRIM −58% |
| 150 | PFGCPERFORMANCE FOOD GROUP CO | 910,382 | $24M | 0.3% | ADD 14% |
| 151 | UNPUNION PAC CORP | 279,770 | $24M | 0.3% | ADD 87% |
| 152 | EPDENTERPRISE PRODS PARTNERS L | 824,810 | $24M | 0.2% | HOLD |
| 153 | BWXTBWX TECHNOLOGIES INC | 673,030 | $24M | 0.2% | NEW |
| 154 | CCKCROWN HLDGS INC | 470,676 | $24M | 0.2% | ADD 5% |
| 155 | PREMIER INC | 727,458 | $24M | 0.2% | TRIM −27% |
| 156 | AMTRUST FINANCIAL SERVICES | 965,811 | $24M | 0.2% | TRIM −15% |
| 157 | AVGOBROADCOM LTD | 151,563 | $24M | 0.2% | ADD 6% |
| 158 | GDGENERAL DYNAMICS CORP | 169,060 | $24M | 0.2% | NEW |
| 159 | PENNPENN ENTERTAINMENT INC | 1,663,114 | $23M | 0.2% | ADD 4054% |
| 160 | BEACON ROOFING SUPPLY INC | 507,970 | $23M | 0.2% | NEW |
| 161 | LULULULULEMON ATHLETICA INC | 309,415 | $23M | 0.2% | NEW |
| 162 | KITE PHARMA INC | 453,501 | $23M | 0.2% | TRIM −8% |
| 163 | SPARK THERAPEUTICS INC | 439,094 | $22M | 0.2% | TRIM −19% |
| 164 | CUBECUBESMART | 725,470 | $22M | 0.2% | ADD 16% |
| 165 | TILEINTERFACE INC | 1,464,323 | $22M | 0.2% | TRIM −38% |
| 166 | FIVE PRIME THERAPEUTICS INC. | 539,193 | $22M | 0.2% | TRIM −9% |
| 167 | METAMETA PLATFORMS INC | 191,673 | $22M | 0.2% | TRIM −9% |
| 168 | LRCXLAM RESEARCH | 260,335 | $22M | 0.2% | TRIM −7% |
| 169 | HWCHANCOCK WHITNEY CORPORATION | 837,213 | $22M | 0.2% | TRIM −22% |
| 170 | FLEETMATICS GROUP PLC | 504,288 | $22M | 0.2% | ADD 5% |
| 171 | ENRENERGIZER HLDGS INC NEW | 423,990 | $22M | 0.2% | NEW |
| 172 | UEURBAN EDGE PPTYS | 723,690 | $22M | 0.2% | ADD 76% |
| 173 | ENDO INTL PLC | 1,374,185 | $21M | 0.2% | HOLD |
| 174 | EQIXEQUINIX INC | 54,677 | $21M | 0.2% | TRIM −6% |
| 175 | INTUINTUIT | 184,640 | $21M | 0.2% | HOLD |
| 176 | WRKCO INC | 523,890 | $20M | 0.2% | ADD 110% |
| 177 | CONCHO RES INC | 170,546 | $20M | 0.2% | TRIM −5% |
| 178 | VCVISTEON CORP | 307,407 | $20M | 0.2% | ADD 59% |
| 179 | DPZDOMINOS PIZZA INC | 152,681 | $20M | 0.2% | ADD 49% |
| 180 | SJMSMUCKER J M CO | 125,861 | $19M | 0.2% | TRIM −7% |
| 181 | BKHBLACK HILLS CORP | 302,745 | $19M | 0.2% | ADD 15% |
| 182 | XOMEXXON MOBIL CORP | 203,482 | $19M | 0.2% | HOLD |
| 183 | Knight Transportation, Inc. | 716,745 | $19M | 0.2% | HOLD |
| 184 | MIDDMIDDLEBY CORP | 164,454 | $19M | 0.2% | TRIM −23% |
| 185 | KOSKOSMOS ENERGY LTD | 3,451,235 | $19M | 0.2% | ADD 44% |
| 186 | MTNVAIL RESORTS INC | 135,478 | $19M | 0.2% | NEW |
| 187 | NIELSEN HLDGS PLC | 360,277 | $19M | 0.2% | HOLD |
| 188 | AMICUS THERAPEUTICS INC | 3,429,187 | $19M | 0.2% | TRIM −3% |
| 189 | NWLNEWELL BRANDS INC | 379,330 | $18M | 0.2% | NEW |
| 190 | STILLWATER MNG CO | 1,534,335 | $18M | 0.2% | HOLD |
| 191 | ELLIE MAE INC | 198,311 | $18M | 0.2% | NEW |
| 192 | Lion Biotechnologies | 2,214,585 | $18M | 0.2% | TRIM −18% |
| 193 | COLBCOLUMBIA BKG SYS INC | 631,236 | $18M | 0.2% | HOLD |
| 194 | SAGE THERAPEUTICS INC COM | 586,826 | $18M | 0.2% | HOLD |
| 195 | REALPAGE INC | 781,881 | $17M | 0.2% | HOLD |
| 196 | EAELECTRONIC ARTS INC | 230,390 | $17M | 0.2% | TRIM −12% |
| 197 | RNSTRENASANT CORP | 537,799 | $17M | 0.2% | HOLD |
| 198 | SLBSCHLUMBERGER LTD | 215,310 | $17M | 0.2% | HOLD |
| 199 | HIIHUNTINGTON INGALLS INDS INC | 100,618 | $17M | 0.2% | ADD 6% |
| 200 | DLTRDOLLAR TREE INC | 178,430 | $17M | 0.2% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.