CIK: 0001540826 · Show all filings
Period: Q1 2021 (← Previous) (Next →)
Filing Date: Apr 30, 2021
Total Value ($000): $3,732,156 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | 241,300 | $99,814 | 2.7% | $105.99 | +264.1% | COM | 879360105 |
| — | ANSYS INC | 215,029 | $73,015 | 2.0% | $116.45 | — | COM | 03662Q105 |
| DHR | DANAHER CORPORATION | 302,637 | $68,118 | 1.8% | $65.91 | +201.5% | COM | 235851102 |
| ROP | ROPER TECHNOLOGIES INC | 167,714 | $67,646 | 1.8% | $183.57 | +112.3% | COM | 776696106 |
| NOW | SERVICENOW INC | 126,810 | $63,419 | 1.7% | $41.17 | +156.4% | COM | 81762P102 |
| MA | MASTERCARD INCORPORATED | 170,929 | $60,859 | 1.6% | $151.47 | +124.2% | CL A | 57636Q104 |
| TMO | THERMO FISHER SCIENTIFIC INC | 132,228 | $60,346 | 1.6% | $224.75 | +109.6% | COM | 883556102 |
| CRM | SALESFORCE COM INC | 280,033 | $59,331 | 1.6% | $74.00 | +197.2% | COM | 79466L302 |
| CDNS | CADENCE DESIGN SYSTEM INC | 432,808 | $59,290 | 1.6% | $59.13 | +126.9% | COM | 127387108 |
| TDG | TRANSDIGM GROUP INC | 100,812 | $59,269 | 1.6% | $271.92 | +80.1% | COM | 893641100 |
| EXEL | EXELIXIS INC | 2,460,000 | $55,571 | 1.5% | $22.08 | +2.3% | COM | 30161Q104 |
| WCN | WASTE CONNECTIONS INC | 503,151 | $54,330 | 1.5% | $88.97 | +10.5% | COM | 94106B101 |
| FISV | FISERV INC | 442,866 | $52,719 | 1.4% | $60.44 | +89.9% | COM | 337738108 |
| ADBE | ADOBE SYSTEMS INCORPORATED | 106,904 | $50,819 | 1.4% | $361.73 | +29.2% | COM | 00724F101 |
| MTD | METTLER TOLEDO INTERNATIONAL | 43,605 | $50,394 | 1.4% | $314.73 | +268.2% | COM | 592688105 |
| CTAS | CINTAS CORP | 143,577 | $49,004 | 1.3% | $57.98 | +39.6% | COM | 172908105 |
| SPGI | S&P GLOBAL INC | 135,421 | $47,786 | 1.3% | $278.14 | +14.9% | COM | 78409V104 |
| AMZN | AMAZON COM INC | 15,310 | $47,370 | 1.3% | $32.93 | +381.4% | COM | 023135106 |
| FICO | FAIR ISAAC CORP | 96,700 | $47,001 | 1.3% | $236.39 | +101.1% | COM | 303250104 |
| HEI | HEICO CORP NEW | 370,144 | $46,564 | 1.2% | $59.57 | +115.7% | COM | 422806109 |
| UNP | UNION PAC CORP | 211,102 | $46,529 | 1.2% | $132.81 | +41.6% | COM | 907818108 |
| IDXX | IDEXX LABS INC | 94,204 | $46,095 | 1.2% | $60.48 | +728.4% | COM | 45168D104 |
| INTU | INTUIT | 118,210 | $45,282 | 1.2% | $228.79 | +63.3% | COM | 461202103 |
| ACN | ACCENTURE PLC IRELAND | 162,667 | $44,937 | 1.2% | $123.72 | +95.1% | SHS CLASS A | G1151C101 |
| TYL | TYLER TECHNOLOGIES INC | 103,646 | $44,001 | 1.2% | $195.91 | +120.5% | COM | 902252105 |
| CHE | CHEMED CORP NEW | 95,400 | $43,867 | 1.2% | $277.01 | +74.1% | COM | 16359R103 |
| CHD | CHURCH & DWIGHT INC | 482,837 | $42,176 | 1.1% | $45.21 | +74.2% | COM | 171340102 |
| ECL | ECOLAB INC | 193,204 | $41,359 | 1.1% | $114.75 | +75.6% | COM | 278865100 |
| META | FACEBOOK INC | 134,078 | $39,490 | 1.1% | $201.09 | +33.0% | CL A | 30303M102 |
| RSG | REPUBLIC SVCS INC | 385,456 | $38,295 | 1.0% | $70.29 | +25.0% | COM | 760759100 |
| POOL | POOL CORP | 109,100 | $37,666 | 1.0% | $85.04 | +286.5% | COM | 73278L105 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 311,922 | $34,835 | 0.9% | $90.84 | +17.2% | COM | 45866F104 |
| V | VISA INC | 160,035 | $33,884 | 0.9% | $184.82 | +9.9% | COM CL A | 92826C839 |
| CHDN | CHURCHILL DOWNS INC | 148,395 | $33,748 | 0.9% | $48.81 | +121.8% | COM | 171484108 |
| ROL | ROLLINS INC | 977,922 | $33,660 | 0.9% | $20.09 | +67.7% | COM | 775711104 |
| TJX | TJX COS INC NEW | 506,038 | $33,474 | 0.9% | $38.33 | +62.5% | COM | 872540109 |
| WRB | BERKLEY W R CORP | 434,322 | $32,726 | 0.9% | $25.46 | +7.6% | COM | 084423102 |
| VRTX | VERTEX PHARMACEUTICALS INC | 150,000 | $32,234 | 0.9% | $208.45 | +5.4% | COM | 92532F100 |
| GOOGL | ALPHABET INC | 15,600 | $32,175 | 0.9% | $41.75 | +134.6% | CAP STK CL A | 02079K305 |
| RNG | RINGCENTRAL INC | 102,805 | $30,624 | 0.8% | $210.92 | +74.3% | CL A | 76680R206 |
| LII | LENNOX INTL INC | 97,809 | $30,476 | 0.8% | $85.09 | +220.7% | COM | 526107107 |
| PYPL | PAYPAL HLDGS INC | 123,082 | $29,889 | 0.8% | $94.45 | +166.7% | COM | 70450Y103 |
| JKHY | HENRY JACK & ASSOC INC | 189,492 | $28,750 | 0.8% | $119.44 | +20.2% | COM | 426281101 |
| COST | COSTCO WHSL CORP NEW | 78,412 | $27,639 | 0.7% | $121.83 | +170.7% | COM | 22160K105 |
| ACGL | ARCH CAP GROUP LTD | 714,500 | $27,415 | 0.7% | $28.60 | +18.3% | ORD | G0450A105 |
| AFG | AMERICAN FINL GROUP INC OHIO | 240,092 | $27,394 | 0.7% | $55.76 | +10.0% | COM | 025932104 |
| ATR | APTARGROUP INC | 193,220 | $27,373 | 0.7% | $60.73 | +113.0% | COM | 038336103 |
| EXPO | EXPONENT INC | 278,300 | $27,120 | 0.7% | $52.11 | +70.2% | COM | 30214U102 |
| BALL | BALL CORP | 318,692 | $27,006 | 0.7% | $40.56 | +102.9% | COM | 058498106 |
| EXAS | EXACT SCIENCES CORP | 198,000 | $26,092 | 0.7% | $60.76 | +125.3% | COM | 30063P105 |
| LYFT | LYFT INC | 405,000 | $25,588 | 0.7% | $51.09 | +9.3% | CL A COM | 55087P104 |
| AAPL | APPLE INC | 209,225 | $25,557 | 0.7% | $92.29 | +35.5% | COM | 037833100 |
| GIB | CGI INC | 292,800 | $24,367 | 0.7% | $69.62 | +13.1% | CL A SUB VTG | 12532H104 |
| FIS | FIDELITY NATL INFORMATION SV | 171,403 | $24,101 | 0.6% | $114.59 | +6.7% | COM | 31620M106 |
| EPAM | EPAM SYS INC | 60,100 | $23,841 | 0.6% | $247.25 | +48.0% | COM | 29414B104 |
| JJSF | J & J SNACK FOODS CORP | 151,200 | $23,743 | 0.6% | $105.61 | +34.5% | COM | 466032109 |
| — | ACTIVISION BLIZZARD INC | 255,013 | $23,716 | 0.6% | $39.99 | — | COM | 00507V109 |
| — | BIOHAVEN PHARMACTL HLDG CO L | 345,000 | $23,581 | 0.6% | $47.05 | — | COM | G11196105 |
| ELS | EQUITY LIFESTYLE PPTYS INC | 366,000 | $23,292 | 0.6% | $70.26 | — | COM | 29472R108 |
| NFLX | NETFLIX INC | 44,026 | $22,967 | 0.6% | $32.18 | +64.8% | COM | 64110L106 |
| NEE | NEXTERA ENERGY INC | 301,817 | $22,820 | 0.6% | $62.84 | +9.5% | COM | 65339F101 |
| AON | AON PLC | 94,900 | $21,837 | 0.6% | $184.92 | +14.9% | SHS CL A | G0403H108 |
| AMT | AMERICAN TOWER CORP NEW | 90,600 | $21,659 | 0.6% | $187.26 | +2.7% | COM | 03027X100 |
| BABA | ALIBABA GROUP HLDG LTD | 94,028 | $21,319 | 0.6% | $168.52 | — | SPONSORED ADS | 01609W102 |
| TWLO | TWILIO INC | 62,005 | $21,129 | 0.6% | $132.13 | +183.5% | CL A | 90138F102 |
| VRSK | VERISK ANALYTICS INC | 116,600 | $20,602 | 0.6% | $161.51 | +9.9% | COM | 92345Y106 |
| SNPS | SYNOPSYS INC | 80,616 | $19,975 | 0.5% | $116.08 | +118.8% | COM | 871607107 |
| IT | GARTNER INC | 108,400 | $19,788 | 0.5% | $131.56 | +32.2% | COM | 366651107 |
| NVDA | NVIDIA CORPORATION | 37,008 | $19,760 | 0.5% | $4.18 | +220.5% | COM | 67066G104 |
| BAC | BK OF AMERICA CORP | 510,000 | $19,732 | 0.5% | $24.81 | +23.5% | COM | 060505104 |
| RLI | RLI CORP | 175,000 | $19,525 | 0.5% | $17.20 | +156.6% | COM | 749607107 |
| SHOP | SHOPIFY INC | 17,501 | $19,365 | 0.5% | $45.08 | +168.0% | CL A | 82509L107 |
| — | IHS MARKIT LTD | 199,054 | $19,264 | 0.5% | $66.88 | — | SHS | G47567105 |
| PTON | PELOTON INTERACTIVE INC | 170,000 | $19,115 | 0.5% | $75.31 | +76.2% | CL A COM | 70614W100 |
| — | TWITTER INC | 300,003 | $19,089 | 0.5% | $31.73 | — | COM | 90184L102 |
| QCOM | QUALCOMM INC | 137,016 | $18,167 | 0.5% | $77.96 | +66.4% | COM | 747525103 |
| WDAY | WORKDAY INC | 73,008 | $18,137 | 0.5% | $175.84 | +40.5% | CL A | 98138H101 |
| MSFT | MICROSOFT CORP | 71,097 | $16,762 | 0.4% | $164.34 | +35.6% | COM | 594918104 |
| JPM | JPMORGAN CHASE & CO | 108,000 | $16,441 | 0.4% | $103.50 | +22.9% | COM | 46625H100 |
| CRWD | CROWDSTRIKE HLDGS INC | 90,000 | $16,426 | 0.4% | $74.09 | +185.6% | CL A | 22788C105 |
| SBUX | STARBUCKS CORP | 146,055 | $15,959 | 0.4% | $61.82 | +52.1% | COM | 855244109 |
| BX | BLACKSTONE GROUP INC | 210,000 | $15,651 | 0.4% | $42.98 | +36.3% | COM | 09260D107 |
| ULTA | ULTA BEAUTY INC | 50,500 | $15,613 | 0.4% | $223.32 | +39.1% | COM | 90384S303 |
| DXCM | DEXCOM INC | 41,000 | $14,735 | 0.4% | $29.24 | +221.0% | COM | 252131107 |
| EQIX | EQUINIX INC | 21,600 | $14,679 | 0.4% | $527.36 | +18.4% | COM | 29444U700 |
| TTC | TORO CO | 142,110 | $14,657 | 0.4% | $36.64 | +172.8% | COM | 891092108 |
| MU | MICRON TECHNOLOGY INC | 165,085 | $14,562 | 0.4% | $52.92 | +56.4% | COM | 595112103 |
| — | ZENDESK INC | 109,016 | $14,458 | 0.4% | $40.23 | — | COM | 98936J101 |
| — | GLOBAL BLOOD THERAPEUTICS IN | 345,000 | $14,059 | 0.4% | $43.12 | — | COM | 37890U108 |
| IQV | IQVIA HLDGS INC | 72,511 | $14,005 | 0.4% | $156.81 | +19.7% | COM | 46266C105 |
| — | SPLUNK INC | 97,500 | $13,209 | 0.4% | $112.87 | — | COM | 848637104 |
| — | DRAFTKINGS INC | 215,000 | $13,186 | 0.4% | $61.33 | — | COM CL A | 26142R104 |
| LEN | LENNAR CORP | 130,040 | $13,164 | 0.4% | $54.47 | +43.9% | CL A | 526057104 |
| FIVN | FIVE9 INC | 83,911 | $13,118 | 0.4% | $44.95 | +280.1% | COM | 338307101 |
| FANG | DIAMONDBACK ENERGY INC | 178,029 | $13,083 | 0.4% | $53.95 | +3.0% | COM | 25278X109 |
| DIS | DISNEY WALT CO | 69,089 | $12,748 | 0.3% | $115.66 | +55.8% | COM | 254687106 |
| WWD | WOODWARD INC | 102,000 | $12,304 | 0.3% | $43.17 | +167.4% | COM | 980745103 |
| TFX | TELEFLEX INCORPORATED | 29,400 | $12,215 | 0.3% | $316.22 | +22.6% | COM | 879369106 |
| STZ | CONSTELLATION BRANDS INC | 53,000 | $12,084 | 0.3% | $155.19 | +34.0% | CL A | 21036P108 |
| SF | STIFEL FINL CORP | 187,650 | $12,021 | 0.3% | $27.00 | +98.8% | COM | 860630102 |
| ADP | AUTOMATIC DATA PROCESSING IN | 59,900 | $11,289 | 0.3% | $133.58 | +17.3% | COM | 053015103 |
| SPSC | SPS COMM INC | 104,500 | $10,378 | 0.3% | $48.15 | +119.3% | COM | 78463M107 |
| DG | DOLLAR GEN CORP NEW | 51,105 | $10,355 | 0.3% | $141.56 | +30.3% | COM | 256677105 |
| RBC | RBC BEARINGS INC | 52,500 | $10,330 | 0.3% | $68.32 | +175.3% | COM | 75524B104 |
| EW | EDWARDS LIFESCIENCES CORP | 123,000 | $10,288 | 0.3% | $78.03 | +8.3% | COM | 28176E108 |
| FFIN | FIRST FINL BANKSHARES | 206,496 | $9,650 | 0.3% | $19.91 | +98.8% | COM | 32020R109 |
| — | COOPER COS INC | 24,700 | $9,487 | 0.3% | $312.85 | — | COM NEW | 216648402 |
| PLUS | EPLUS INC | 93,900 | $9,356 | 0.3% | $29.16 | +62.6% | COM | 294268107 |
| DPZ | DOMINOS PIZZA INC | 25,300 | $9,305 | 0.2% | $53.22 | +551.2% | COM | 25754A201 |
| GPN | GLOBAL PMTS INC | 45,887 | $9,250 | 0.2% | $160.41 | +18.9% | COM | 37940X102 |
| BMY | BRISTOL-MYERS SQUIBB CO | 135,084 | $8,528 | 0.2% | $44.14 | +15.6% | COM | 110122108 |
| CSGP | COSTAR GROUP INC | 10,304 | $8,469 | 0.2% | $52.74 | +63.7% | COM | 22160N109 |
| — | INPHI CORP | 47,217 | $8,424 | 0.2% | $53.80 | — | COM | 45772F107 |
| AAON | AAON INC | 119,100 | $8,338 | 0.2% | $18.84 | +154.0% | COM PAR $0.004 | 000360206 |
| USPH | U S PHYSICAL THERAPY INC | 77,800 | $8,099 | 0.2% | $84.52 | +47.1% | COM | 90337L108 |
| SLGN | SILGAN HOLDINGS INC | 190,618 | $8,012 | 0.2% | $27.81 | +40.3% | COM | 827048109 |
| ENS | ENERSYS | 85,700 | $7,782 | 0.2% | $41.85 | +109.0% | COM | 29275Y102 |
| BIO | BIO RAD LABS INC | 13,610 | $7,774 | 0.2% | $288.86 | +105.0% | CL A | 090572207 |
| EXLS | EXLSERVICE HOLDINGS INC | 86,200 | $7,772 | 0.2% | $10.87 | +56.9% | COM | 302081104 |
| — | INTERCEPT PHARMACEUTICALS IN | 335,000 | $7,732 | 0.2% | $68.23 | — | COM | 45845P108 |
| HD | HOME DEPOT INC | 25,011 | $7,635 | 0.2% | $142.28 | +71.8% | COM | 437076102 |
| MPWR | MONOLITHIC PWR SYS INC | 21,565 | $7,617 | 0.2% | $277.29 | +26.7% | COM | 609839105 |
| — | ANAPLAN INC | 139,649 | $7,520 | 0.2% | $55.77 | — | COM | 03272L108 |
| — | COUPA SOFTWARE INC | 29,503 | $7,508 | 0.2% | $227.41 | — | COM | 22266L106 |
| RNR | RENAISSANCERE HLDGS LTD | 46,000 | $7,372 | 0.2% | $133.18 | +21.3% | COM | G7496G103 |
| OMCL | OMNICELL COM | 56,200 | $7,299 | 0.2% | $73.09 | +75.5% | COM | 68213N109 |
| PGR | PROGRESSIVE CORP | 76,211 | $7,287 | 0.2% | $56.02 | +44.6% | COM | 743315103 |
| HLT | HILTON WORLDWIDE HLDGS INC | 60,000 | $7,255 | 0.2% | $76.71 | +48.8% | COM | 43300A203 |
| — | PIONEER NAT RES CO | 45,000 | $7,147 | 0.2% | $138.95 | — | COM | 723787107 |
| AVGO | BROADCOM INC | 15,001 | $6,955 | 0.2% | $24.32 | +71.2% | COM | 11135F101 |
| WK | WORKIVA INC | 76,400 | $6,743 | 0.2% | $50.75 | +95.0% | COM CL A | 98139A105 |
| ENSG | ENSIGN GROUP INC | 71,300 | $6,691 | 0.2% | $44.62 | +89.8% | COM | 29358P101 |
| — | EVERBRIDGE INC | 54,700 | $6,629 | 0.2% | $66.53 | — | COM | 29978A104 |
| UNH | UNITEDHEALTH GROUP INC | 17,805 | $6,625 | 0.2% | $217.12 | +47.2% | COM | 91324P102 |
| KWR | QUAKER CHEM CORP | 26,710 | $6,511 | 0.2% | $193.90 | +37.7% | COM | 747316107 |
| MSI | MOTOROLA SOLUTIONS INC | 34,107 | $6,414 | 0.2% | $155.43 | +8.1% | COM NEW | 620076307 |
| WTS | WATTS WATER TECHNOLOGIES INC | 53,147 | $6,314 | 0.2% | $81.34 | +49.9% | CL A | 942749102 |
| CPRT | COPART INC | 56,509 | $6,137 | 0.2% | $21.17 | +33.2% | COM | 217204106 |
| LULU | LULULEMON ATHLETICA INC | 20,000 | $6,134 | 0.2% | $148.80 | +120.6% | COM | 550021109 |
| ICUI | ICU MED INC | 28,900 | $5,937 | 0.2% | $146.55 | +44.1% | COM | 44930G107 |
| MNRO | MONRO INC | 89,900 | $5,915 | 0.2% | $59.73 | +4.7% | COM | 610236101 |
| TREX | TREX CO INC | 64,000 | $5,859 | 0.2% | $45.97 | +104.6% | COM | 89531P105 |
| CROX | CROCS INC | 71,700 | $5,768 | 0.2% | $23.54 | +223.9% | COM | 227046109 |
| — | STAMPS COM INC | 28,800 | $5,746 | 0.2% | $91.06 | — | COM NEW | 852857200 |
| LSTR | LANDSTAR SYS INC | 33,800 | $5,579 | 0.1% | $72.34 | — | COM | 515098101 |
| HCSG | HEALTHCARE SVCS GROUP INC | 198,800 | $5,572 | 0.1% | $33.27 | -9.3% | COM | 421906108 |
| CSL | CARLISLE COS INC | 33,200 | $5,464 | 0.1% | $89.22 | +62.6% | COM | 142339100 |
| ITRI | ITRON INC | 60,000 | $5,319 | 0.1% | $98.89 | 0.0% | COM | 465741106 |
| BLD | TOPBUILD CORP | 24,400 | $5,110 | 0.1% | $83.61 | +143.0% | COM | 89055F103 |
| NEOG | NEOGEN CORP | 57,266 | $5,090 | 0.1% | $29.12 | +44.0% | COM | 640491106 |
| FCN | FTI CONSULTING INC | 36,200 | $5,072 | 0.1% | $66.91 | +77.0% | COM | 302941109 |
| LCII | LCI INDS | 38,000 | $5,027 | 0.1% | $80.04 | +46.1% | COM | 50189K103 |
| PAYC | PAYCOM SOFTWARE INC | 13,400 | $4,959 | 0.1% | $106.99 | +261.1% | COM | 70432V102 |
| — | ALLEGHANY CORP DEL | 7,900 | $4,948 | 0.1% | $424.30 | — | COM | 017175100 |
| CRL | CHARLES RIV LABS INTL INC | 17,000 | $4,927 | 0.1% | $212.77 | +30.6% | COM | 159864107 |
| HELE | HELEN OF TROY LTD | 23,000 | $4,845 | 0.1% | $103.03 | +118.9% | COM | G4388N106 |
| ZD | J2 GLOBAL INC | 39,300 | $4,710 | 0.1% | $42.74 | +120.3% | COM | 48123V102 |
| CVCO | CAVCO INDS INC DEL | 20,800 | $4,693 | 0.1% | $157.33 | +32.4% | COM | 149568107 |
| MTN | VAIL RESORTS INC | 16,009 | $4,669 | 0.1% | $236.06 | +23.3% | COM | 91879Q109 |
| CVGW | CALAVO GROWERS INC | 59,200 | $4,596 | 0.1% | $51.93 | +32.7% | COM | 128246105 |
| AME | AMETEK INC | 35,023 | $4,473 | 0.1% | $39.72 | +194.2% | COM | 031100100 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 30,200 | $4,331 | 0.1% | $96.18 | +47.4% | COM | 49338L103 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 21,900 | $4,303 | 0.1% | $81.34 | +107.3% | COM | 043436104 |
| CNXC | CONCENTRIX CORP | 28,500 | $4,267 | 0.1% | $90.48 | +24.1% | COM | 20602D101 |
| MMS | MAXIMUS INC | 47,900 | $4,265 | 0.1% | $59.86 | +36.6% | COM | 577933104 |
| NKE | NIKE INC | 32,055 | $4,260 | 0.1% | $48.11 | +169.3% | CL B | 654106103 |
| TREE | LENDINGTREE INC NEW | 19,400 | $4,132 | 0.1% | $73.52 | — | COM | 52603B107 |
| WD | WALKER & DUNLOP INC | 38,900 | $3,997 | 0.1% | $43.33 | +96.5% | COM | 93148P102 |
| AZO | AUTOZONE INC | 2,800 | $3,932 | 0.1% | $445.25 | +178.1% | COM | 053332102 |
| RPD | RAPID7 INC | 51,400 | $3,835 | 0.1% | $52.39 | +58.6% | COM | 753422104 |
| EFX | EQUIFAX INC | 20,500 | $3,713 | 0.1% | $118.74 | +43.7% | COM | 294429105 |
| LAD | LITHIA MTRS INC | 9,506 | $3,708 | 0.1% | $150.27 | +139.1% | CL A | 536797103 |
| ZTS | ZOETIS INC | 23,009 | $3,623 | 0.1% | $119.13 | +27.3% | CL A | 98978V103 |
| MRCY | MERCURY SYS INC | 50,300 | $3,554 | 0.1% | $47.51 | +52.1% | COM | 589378108 |
| JBTM | JOHN BEAN TECHNOLOGIES CORP | 26,500 | $3,534 | 0.1% | $100.38 | +28.7% | COM | 477839104 |
| UNF | UNIFIRST CORP MASS | 15,700 | $3,512 | 0.1% | $181.48 | +22.7% | COM | 904708104 |
| EL | LAUDER ESTEE COS INC | 12,015 | $3,495 | 0.1% | $68.18 | +274.0% | CL A | 518439104 |
| SAIC | SCIENCE APPLICATIONS INTL CO | 41,700 | $3,486 | 0.1% | $53.72 | +74.7% | COM | 808625107 |
| SNX | SYNNEX CORP | 28,500 | $3,273 | 0.1% | $32.77 | +167.4% | COM | 87162W100 |
| MKC | MCCORMICK & CO INC | 36,416 | $3,247 | 0.1% | $61.18 | +31.1% | COM NON VTG | 579780206 |
| QLYS | QUALYS INC | 30,500 | $3,196 | 0.1% | $71.77 | +55.9% | COM | 74758T303 |
| ALRM | ALARM COM HLDGS INC | 36,600 | $3,162 | 0.1% | $52.49 | +79.6% | COM | 011642105 |
| ACIW | ACI WORLDWIDE INC | 79,300 | $3,017 | 0.1% | $24.20 | +62.9% | COM | 004498101 |
| CNMD | CONMED CORP | 22,700 | $2,964 | 0.1% | $91.73 | +25.8% | COM | 207410101 |
| BCPC | BALCHEM CORP | 23,500 | $2,947 | 0.1% | $85.36 | +38.6% | COM | 057665200 |
| RUSHA | RUSH ENTERPRISES INC | 57,900 | $2,885 | 0.1% | $16.89 | +76.8% | CL A | 781846209 |
| CASY | CASEYS GEN STORES INC | 13,100 | $2,832 | 0.1% | $65.84 | +194.7% | COM | 147528103 |
| PENN | PENN NATL GAMING INC | 26,906 | $2,821 | 0.1% | $31.35 | +253.3% | COM | 707569109 |
| IRTC | IRHYTHM TECHNOLOGIES INC | 20,300 | $2,819 | 0.1% | $85.39 | +109.9% | COM | 450056106 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 16,500 | $2,817 | 0.1% | $81.78 | +102.9% | COM | 82982L103 |
| GL | GLOBE LIFE INC | 28,900 | $2,793 | 0.1% | $83.71 | +9.9% | COM | 37959E102 |
| WING | WINGSTOP INC | 21,816 | $2,774 | 0.1% | $91.49 | +53.7% | COM | 974155103 |
| SFIX | STITCH FIX INC | 55,546 | $2,752 | 0.1% | $25.07 | +180.8% | COM CL A | 860897107 |
| PRI | PRIMERICA INC | 18,200 | $2,690 | 0.1% | $69.97 | +104.9% | COM | 74164M108 |
| KAI | KADANT INC | 13,500 | $2,498 | 0.1% | $86.29 | +81.3% | COM | 48282T104 |
| — | LIVEPERSON INC | 47,100 | $2,484 | 0.1% | $42.33 | — | COM | 538146101 |
| LFUS | LITTELFUSE INC | 9,200 | $2,433 | 0.1% | $201.58 | +32.1% | COM | 537008104 |
| DY | DYCOM INDS INC | 24,938 | $2,315 | 0.1% | $51.00 | +70.0% | COM | 267475101 |
| SYNA | SYNAPTICS INC | 17,000 | $2,302 | 0.1% | $79.02 | +54.0% | COM | 87157D109 |
| MEDP | MEDPACE HLDGS INC | 13,900 | $2,280 | 0.1% | $76.52 | +99.9% | COM | 58506Q109 |
| NPO | ENPRO INDS INC | 26,400 | $2,251 | 0.1% | $55.76 | +46.4% | COM | 29355X107 |
| AIT | APPLIED INDL TECHNOLOGIES IN | 23,300 | $2,124 | 0.1% | $43.71 | +84.6% | COM | 03820C105 |
| FN | FABRINET | 23,000 | $2,079 | 0.1% | $63.85 | +35.7% | SHS | G3323L100 |
| PLNT | PLANET FITNESS INC | 26,727 | $2,066 | 0.1% | $27.92 | +184.3% | CL A | 72703H101 |
| TNET | TRINET GROUP INC | 26,000 | $2,027 | 0.1% | $38.18 | +106.0% | COM | 896288107 |
| VC | VISTEON CORP | 16,500 | $2,012 | 0.1% | $74.86 | +74.4% | COM NEW | 92839U206 |
| NOC | NORTHROP GRUMMAN CORP | 6,000 | $1,942 | 0.1% | $235.33 | +18.2% | COM | 666807102 |
| — | REXNORD CORP | 41,000 | $1,931 | 0.1% | $23.27 | — | COM | 76169B102 |
| ORLY | OREILLY AUTOMOTIVE INC | 3,800 | $1,928 | 0.1% | $12.51 | +147.6% | COM | 67103H107 |
| TXRH | TEXAS ROADHOUSE INC | 19,800 | $1,900 | 0.1% | $24.46 | +227.9% | COM | 882681109 |
| FMC | FMC CORP | 16,600 | $1,836 | 0.0% | $41.59 | +127.9% | COM NEW | 302491303 |
| NSP | INSPERITY INC | 21,200 | $1,775 | 0.0% | $39.91 | +84.7% | COM | 45778Q107 |
| EHTH | EHEALTH INC | 24,300 | $1,767 | 0.0% | $73.14 | -12.6% | COM | 28238P109 |
| ROG | ROGERS CORP | 9,300 | $1,750 | 0.0% | $154.90 | +15.3% | COM | 775133101 |
| — | U S CONCRETE INC | 22,800 | $1,672 | 0.0% | $52.46 | — | COM | 90333L201 |
| OTEX | OPEN TEXT CORP | 35,024 | $1,671 | 0.0% | $23.32 | +75.0% | COM | 683715106 |
| — | LHC GROUP INC | 8,100 | $1,549 | 0.0% | $93.83 | — | COM | 50187A107 |
| — | KAMAN CORP | 29,600 | $1,518 | 0.0% | $58.03 | — | COM | 483548103 |
| — | AEROJET ROCKETDYNE HLDGS INC | 31,000 | $1,456 | 0.0% | $39.90 | — | COM | 007800105 |
| MED | MEDIFAST INC | 6,411 | $1,358 | 0.0% | $83.13 | +153.4% | COM | 58470H101 |
| ASGN | ASGN INC | 14,200 | $1,355 | 0.0% | $81.81 | +12.9% | COM | 00191U102 |
| — | CANTEL MED CORP | 16,500 | $1,317 | 0.0% | $73.36 | — | COM | 138098108 |
| CACI | CACI INTL INC | 5,300 | $1,307 | 0.0% | $130.90 | +82.8% | CL A | 127190304 |
| ENVA | ENOVA INTL INC | 34,700 | $1,231 | 0.0% | $27.82 | +7.6% | COM | 29357K103 |
| GATX | GATX CORP | 11,500 | $1,067 | 0.0% | $71.08 | +19.8% | COM | 361448103 |
| — | MIMECAST LTD | 25,700 | $1,033 | 0.0% | $38.07 | — | ORD SHS | G14838109 |
| MZTI | LANCASTER COLONY CORP | 5,600 | $982 | 0.0% | $131.47 | +36.3% | COM | 513847103 |
| PLAY | DAVE & BUSTERS ENTMT INC | 18,900 | $905 | 0.0% | $42.78 | -8.7% | COM | 238337109 |
| IEX | IDEX CORP | 4,214 | $882 | 0.0% | $153.63 | +21.6% | COM | 45167R104 |
| PNTG | PENNANT GROUP INC | 18,300 | $838 | 0.0% | $22.89 | +140.4% | COM | 70805E109 |
| AMWD | AMERICAN WOODMARK CORPORATIO | 8,400 | $828 | 0.0% | $116.60 | -17.5% | COM | 030506109 |
| SEM | SELECT MED HLDGS CORP | 23,000 | $784 | 0.0% | $15.10 | 0.0% | COM | 81619Q105 |
| — | VISTA OUTDOOR INC | 22,000 | $706 | 0.0% | $32.09 | — | COM | 928377100 |
| HGV | HILTON GRAND VACATIONS INC | 17,900 | $671 | 0.0% | $29.01 | +24.0% | COM | 43283X105 |
| SIGI | SELECTIVE INS GROUP INC | 9,100 | $660 | 0.0% | $52.36 | +23.1% | COM | 816300107 |
| SXT | SENSIENT TECHNOLOGIES CORP | 6,814 | $531 | 0.0% | $76.20 | +0.8% | COM | 81725T100 |
| ABM | ABM INDS INC | 9,000 | $459 | 0.0% | $33.58 | +18.4% | COM | 000957100 |