CIK: 0001540826 · Show all filings
Period: Q2 2021 (← Previous) (Next →)
Filing Date: Aug 6, 2021
Total Value ($000): $3,783,090 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | 241,300 | $101,064 | 2.7% | $105.99 | +300.7% | COM | 879360105 |
| DHR | DANAHER CORPORATION | 302,637 | $81,216 | 2.1% | $65.91 | +229.5% | COM | 235851102 |
| ROP | ROPER TECHNOLOGIES INC | 167,710 | $78,857 | 2.1% | $183.57 | +134.2% | COM | 776696106 |
| CRM | SALESFORCE COM INC | 295,037 | $72,069 | 1.9% | $81.81 | +178.3% | COM | 79466L302 |
| TMO | THERMO FISHER SCIENTIFIC INC | 132,226 | $66,704 | 1.8% | $224.75 | +107.3% | COM | 883556102 |
| NOW | SERVICENOW INC | 121,311 | $66,666 | 1.8% | $41.17 | +146.2% | COM | 81762P102 |
| TDG | TRANSDIGM GROUP INC | 100,812 | $65,255 | 1.7% | $271.92 | +91.7% | COM | 893641100 |
| MA | MASTERCARD INCORPORATED | 170,929 | $62,404 | 1.6% | $151.47 | +139.2% | CL A | 57636Q104 |
| ADBE | ADOBE SYSTEMS INCORPORATED | 105,908 | $62,024 | 1.6% | $361.73 | +42.5% | COM | 00724F101 |
| WCN | WASTE CONNECTIONS INC | 503,135 | $60,089 | 1.6% | $88.97 | +29.7% | COM | 94106B101 |
| IDXX | IDEXX LABS INC | 94,204 | $59,495 | 1.6% | $60.48 | +813.1% | COM | 45168D104 |
| CDNS | CADENCE DESIGN SYSTEM INC | 432,800 | $59,216 | 1.6% | $59.13 | +124.1% | COM | 127387108 |
| INTU | INTUIT | 118,210 | $57,943 | 1.5% | $228.79 | +84.2% | COM | 461202103 |
| SPGI | S&P GLOBAL INC | 135,406 | $55,577 | 1.5% | $278.14 | +33.0% | COM | 78409V104 |
| CTAS | CINTAS CORP | 143,577 | $54,846 | 1.4% | $57.98 | +46.5% | COM | 172908105 |
| — | ANSYS INC | 149,024 | $51,720 | 1.4% | $116.45 | — | COM | 03662Q105 |
| POOL | POOL CORP | 109,100 | $50,040 | 1.3% | $85.04 | +368.3% | COM | 73278L105 |
| AMZN | AMAZON COM INC | 14,310 | $49,229 | 1.3% | $32.93 | +404.7% | COM | 023135106 |
| FICO | FAIR ISAAC CORP | 96,700 | $48,609 | 1.3% | $236.39 | +114.0% | COM | 303250104 |
| ACN | ACCENTURE PLC IRELAND | 162,667 | $47,953 | 1.3% | $123.72 | +116.7% | SHS CLASS A | G1151C101 |
| FISV | FISERV INC | 442,866 | $47,338 | 1.3% | $60.44 | +92.4% | COM | 337738108 |
| TYL | TYLER TECHNOLOGIES INC | 103,646 | $46,886 | 1.2% | $195.91 | +116.9% | COM | 902252105 |
| UNP | UNION PAC CORP | 211,102 | $46,428 | 1.2% | $132.81 | +50.9% | COM | 907818108 |
| MTD | METTLER TOLEDO INTERNATIONAL | 32,804 | $45,445 | 1.2% | $314.73 | +309.8% | COM | 592688105 |
| CHE | CHEMED CORP NEW | 95,400 | $45,267 | 1.2% | $277.01 | +70.7% | COM | 16359R103 |
| RSG | REPUBLIC SVCS INC | 385,467 | $42,405 | 1.1% | $70.29 | +43.8% | COM | 760759100 |
| CHD | CHURCH & DWIGHT INC | 482,837 | $41,147 | 1.1% | $45.21 | +81.2% | COM | 171340102 |
| META | FACEBOOK INC | 111,083 | $38,625 | 1.0% | $201.09 | +58.4% | CL A | 30303M102 |
| HEI | HEICO CORP NEW | 265,651 | $37,037 | 1.0% | $59.57 | +131.6% | COM | 422806109 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 311,923 | $37,025 | 1.0% | $90.84 | +19.2% | COM | 45866F104 |
| EXEL | EXELIXIS INC | 2,030,000 | $36,987 | 1.0% | $22.08 | +5.6% | COM | 30161Q104 |
| PYPL | PAYPAL HLDGS INC | 123,083 | $35,876 | 0.9% | $94.45 | +179.0% | COM | 70450Y103 |
| — | BIOHAVEN PHARMACTL HLDG CO L | 365,000 | $35,434 | 0.9% | $49.79 | — | COM | G11196105 |
| GOOGL | ALPHABET INC | 14,100 | $34,429 | 0.9% | $41.75 | +177.7% | CAP STK CL A | 02079K305 |
| LII | LENNOX INTL INC | 97,810 | $34,312 | 0.9% | $85.09 | +274.5% | COM | 526107107 |
| TJX | TJX COS INC NEW | 505,994 | $34,114 | 0.9% | $38.33 | +66.1% | COM | 872540109 |
| V | VISA INC | 145,047 | $33,915 | 0.9% | $184.82 | +19.6% | COM CL A | 92826C839 |
| ECL | ECOLAB INC | 163,205 | $33,615 | 0.9% | $114.75 | +79.8% | COM | 278865100 |
| ROL | ROLLINS INC | 977,922 | $33,445 | 0.9% | $20.09 | +63.8% | COM | 775711104 |
| WRB | BERKLEY W R CORP | 434,322 | $32,327 | 0.9% | $25.46 | +21.0% | COM | 084423102 |
| COST | COSTCO WHSL CORP NEW | 78,412 | $31,025 | 0.8% | $121.83 | +194.7% | COM | 22160K105 |
| AFG | AMERICAN FINL GROUP INC OHIO | 240,092 | $29,944 | 0.8% | $55.76 | +37.9% | COM | 025932104 |
| CHDN | CHURCHILL DOWNS INC | 148,395 | $29,421 | 0.8% | $48.81 | +107.0% | COM | 171484108 |
| EXPO | EXPONENT INC | 327,500 | $29,216 | 0.8% | $57.60 | +54.0% | COM | 30214U102 |
| VRTX | VERTEX PHARMACEUTICALS INC | 142,000 | $28,631 | 0.8% | $208.45 | +0.3% | COM | 92532F100 |
| ACGL | ARCH CAP GROUP LTD | 714,500 | $27,823 | 0.7% | $28.60 | +31.6% | ORD | G0450A105 |
| NVDA | NVIDIA CORPORATION | 34,513 | $27,614 | 0.7% | $4.18 | +282.3% | COM | 67066G104 |
| PTON | PELOTON INTERACTIVE INC | 220,000 | $27,284 | 0.7% | $82.39 | +29.2% | CL A COM | 70614W100 |
| ATR | APTARGROUP INC | 193,221 | $27,213 | 0.7% | $60.73 | +128.2% | COM | 038336103 |
| ELS | EQUITY LIFESTYLE PPTYS INC | 366,000 | $27,197 | 0.7% | $70.26 | — | COM | 29472R108 |
| GIB | CGI INC | 292,800 | $26,528 | 0.7% | $69.62 | +26.6% | CL A SUB VTG | 12532H104 |
| JJSF | J & J SNACK FOODS CORP | 151,200 | $26,371 | 0.7% | $105.61 | +45.1% | COM | 466032109 |
| IT | GARTNER INC | 108,400 | $26,254 | 0.7% | $131.56 | +66.3% | COM | 366651107 |
| AAPL | APPLE INC | 189,185 | $25,911 | 0.7% | $92.29 | +37.0% | COM | 037833100 |
| EXAS | EXACT SCIENCES CORP | 205,000 | $25,484 | 0.7% | $62.76 | +90.2% | COM | 30063P105 |
| — | ACTIVISION BLIZZARD INC | 255,013 | $24,338 | 0.6% | $39.99 | — | COM | 00507V109 |
| FIS | FIDELITY NATL INFORMATION SV | 171,402 | $24,283 | 0.6% | $114.59 | +16.4% | COM | 31620M106 |
| NFLX | NETFLIX INC | 44,029 | $23,257 | 0.6% | $32.18 | +58.8% | COM | 64110L106 |
| SHOP | SHOPIFY INC | 15,805 | $23,091 | 0.6% | $45.08 | +173.3% | CL A | 82509L107 |
| AON | AON PLC | 94,916 | $22,662 | 0.6% | $184.92 | +27.8% | SHS CL A | G0403H108 |
| — | IHS MARKIT LTD | 199,054 | $22,425 | 0.6% | $66.88 | — | SHS | G47567105 |
| BAC | BK OF AMERICA CORP | 540,000 | $22,264 | 0.6% | $25.46 | +43.6% | COM | 060505104 |
| SNPS | SYNOPSYS INC | 80,605 | $22,230 | 0.6% | $116.08 | +118.6% | COM | 871607107 |
| NEE | NEXTERA ENERGY INC | 301,845 | $22,119 | 0.6% | $62.84 | +5.8% | COM | 65339F101 |
| LYFT | LYFT INC | 365,000 | $22,075 | 0.6% | $51.09 | +12.6% | CL A COM | 55087P104 |
| TWLO | TWILIO INC | 56,006 | $22,075 | 0.6% | $132.13 | +162.7% | CL A | 90138F102 |
| DXCM | DEXCOM INC | 51,000 | $21,777 | 0.6% | $42.34 | +126.8% | COM | 252131107 |
| BABA | ALIBABA GROUP HLDG LTD | 94,035 | $21,325 | 0.6% | $168.52 | — | SPONSORED ADS | 01609W102 |
| — | SPLUNK INC | 142,000 | $20,530 | 0.5% | $122.81 | — | COM | 848637104 |
| VRSK | VERISK ANALYTICS INC | 116,600 | $20,372 | 0.5% | $161.51 | +6.6% | COM | 92345Y106 |
| QCOM | QUALCOMM INC | 137,015 | $19,584 | 0.5% | $77.96 | +56.7% | COM | 747525103 |
| — | TWITTER INC | 275,037 | $18,925 | 0.5% | $31.73 | — | COM | 90184L102 |
| RNG | RINGCENTRAL INC | 65,001 | $18,888 | 0.5% | $210.92 | +35.3% | CL A | 76680R206 |
| MSFT | MICROSOFT CORP | 69,120 | $18,725 | 0.5% | $164.34 | +48.9% | COM | 594918104 |
| RLI | RLI CORP | 175,000 | $18,303 | 0.5% | $17.20 | +163.3% | COM | 749607107 |
| IQV | IQVIA HLDGS INC | 72,509 | $17,570 | 0.5% | $156.81 | +47.2% | COM | 46266C105 |
| EQIX | EQUINIX INC | 21,600 | $17,336 | 0.5% | $527.36 | +28.7% | COM | 29444U700 |
| CRWD | CROWDSTRIKE HLDGS INC | 68,000 | $17,089 | 0.5% | $74.09 | +190.4% | CL A | 22788C105 |
| FANG | DIAMONDBACK ENERGY INC | 178,000 | $16,712 | 0.4% | $53.95 | +24.7% | COM | 25278X109 |
| ULTA | ULTA BEAUTY INC | 48,000 | $16,597 | 0.4% | $223.32 | +46.8% | COM | 90384S303 |
| JKHY | HENRY JACK & ASSOC INC | 101,208 | $16,549 | 0.4% | $119.44 | +26.3% | COM | 426281101 |
| MU | MICRON TECHNOLOGY INC | 190,089 | $16,154 | 0.4% | $56.80 | +45.0% | COM | 595112103 |
| JPM | JPMORGAN CHASE & CO | 103,000 | $16,021 | 0.4% | $103.50 | +35.0% | COM | 46625H100 |
| AMT | AMERICAN TOWER CORP NEW | 58,604 | $15,831 | 0.4% | $187.26 | +18.2% | COM | 03027X100 |
| WDAY | WORKDAY INC | 66,010 | $15,759 | 0.4% | $175.84 | +36.8% | CL A | 98138H101 |
| BALL | BALL CORP | 194,292 | $15,742 | 0.4% | $40.56 | +101.1% | COM | 058498106 |
| BX | BLACKSTONE GROUP INC | 161,000 | $15,640 | 0.4% | $42.98 | +77.4% | COM | 09260D107 |
| — | DRAFTKINGS INC | 295,000 | $15,390 | 0.4% | $58.85 | — | COM CL A | 26142R104 |
| FIVN | FIVE9 INC | 83,900 | $15,386 | 0.4% | $44.95 | +283.5% | COM | 338307101 |
| EPAM | EPAM SYS INC | 29,000 | $14,818 | 0.4% | $247.25 | +89.5% | COM | 29414B104 |
| SBUX | STARBUCKS CORP | 131,067 | $14,655 | 0.4% | $61.82 | +64.5% | COM | 855244109 |
| — | GLOBAL BLOOD THERAPEUTICS IN | 410,000 | $14,358 | 0.4% | $41.84 | — | COM | 37890U108 |
| BIIB | BIOGEN INC | 37,000 | $12,812 | 0.3% | $302.94 | 0.0% | COM | 09062X103 |
| WWD | WOODWARD INC | 102,000 | $12,534 | 0.3% | $43.17 | +176.6% | COM | 980745103 |
| — | ZENDESK INC | 86,015 | $12,415 | 0.3% | $40.23 | — | COM | 98936J101 |
| SF | STIFEL FINL CORP | 187,650 | $12,171 | 0.3% | $27.00 | +129.2% | COM | 860630102 |
| TFX | TELEFLEX INCORPORATED | 29,400 | $11,813 | 0.3% | $316.22 | +25.6% | COM | 879369106 |
| DPZ | DOMINOS PIZZA INC | 25,303 | $11,804 | 0.3% | $53.22 | +650.1% | COM | 25754A201 |
| TTC | TORO CO | 106,912 | $11,747 | 0.3% | $36.64 | +200.1% | COM | 891092108 |
| STZ | CONSTELLATION BRANDS INC | 49,000 | $11,461 | 0.3% | $155.19 | +40.1% | CL A | 21036P108 |
| DG | DOLLAR GEN CORP NEW | 51,105 | $11,059 | 0.3% | $141.56 | +38.1% | COM | 256677105 |
| LEN | LENNAR CORP | 107,038 | $10,634 | 0.3% | $54.47 | +65.8% | CL A | 526057104 |
| DIS | DISNEY WALT CO | 60,092 | $10,562 | 0.3% | $115.66 | +51.9% | COM | 254687106 |
| RBC | RBC BEARINGS INC | 52,500 | $10,470 | 0.3% | $68.32 | +189.1% | COM | 75524B104 |
| SPSC | SPS COMM INC | 104,500 | $10,434 | 0.3% | $48.15 | +105.3% | COM | 78463M107 |
| FFIN | FIRST FINL BANKSHARES INC | 206,496 | $10,145 | 0.3% | $19.91 | +125.0% | COM | 32020R109 |
| — | COOPER COS INC | 24,703 | $9,789 | 0.3% | $312.85 | — | COM NEW | 216648402 |
| EXLS | EXLSERVICE HOLDINGS INC | 86,200 | $9,160 | 0.2% | $10.87 | +82.5% | COM | 302081104 |
| USPH | U S PHYSICAL THERAPY | 77,800 | $9,015 | 0.2% | $84.52 | +35.9% | COM | 90337L108 |
| BIO | BIO RAD LABS INC | 13,608 | $8,767 | 0.2% | $288.86 | +110.7% | CL A | 090572207 |
| GPN | GLOBAL PMTS INC | 45,887 | $8,606 | 0.2% | $160.41 | +20.2% | COM | 37940X102 |
| CSGP | COSTAR GROUP INC | 103,040 | $8,534 | 0.2% | $83.08 | +4.1% | COM | 22160N109 |
| OMCL | OMNICELL COM | 56,200 | $8,511 | 0.2% | $73.09 | +90.5% | COM | 68213N109 |
| WK | WORKIVA INC | 76,400 | $8,506 | 0.2% | $50.75 | +91.3% | COM CL A | 98139A105 |
| ENS | ENERSYS | 85,733 | $8,379 | 0.2% | $41.85 | +113.4% | COM | 29275Y102 |
| CROX | CROCS INC | 71,700 | $8,354 | 0.2% | $23.54 | +318.1% | COM | 227046109 |
| PLUS | EPLUS INC | 93,900 | $8,140 | 0.2% | $29.16 | +63.7% | COM | 294268107 |
| MPWR | MONOLITHIC PWR SYS INC | 21,565 | $8,053 | 0.2% | $277.29 | +22.6% | COM | 609839105 |
| SLGN | SILGAN HOLDINGS INC | 190,645 | $7,912 | 0.2% | $27.81 | +52.6% | COM | 827048109 |
| WTS | WATTS WATER TECHNOLOGIES INC | 53,147 | $7,755 | 0.2% | $81.34 | +62.4% | CL A | 942749102 |
| PGR | PROGRESSIVE CORP | 76,200 | $7,484 | 0.2% | $56.02 | +58.0% | COM | 743315103 |
| AAON | AAON INC | 119,147 | $7,457 | 0.2% | $18.84 | +128.2% | COM PAR $0.004 | 000360206 |
| CPRT | COPART INC | 56,509 | $7,450 | 0.2% | $21.17 | +46.5% | COM | 217204106 |
| — | EVERBRIDGE INC | 54,700 | $7,444 | 0.2% | $66.53 | — | COM | 29978A104 |
| MSI | MOTOROLA SOLUTIONS INC | 34,100 | $7,395 | 0.2% | $155.43 | +21.5% | COM NEW | 620076307 |
| — | PIONEER NAT RES CO | 45,000 | $7,313 | 0.2% | $138.95 | — | COM | 723787107 |
| AVGO | BROADCOM INC | 15,009 | $7,157 | 0.2% | $24.32 | +72.9% | COM | 11135F101 |
| UNH | UNITEDHEALTH GROUP INC | 17,808 | $7,131 | 0.2% | $217.12 | +70.0% | COM | 91324P102 |
| HD | HOME DEPOT INC | 21,000 | $6,697 | 0.2% | $142.28 | +99.5% | COM | 437076102 |
| — | INTERCEPT PHARMACEUTICALS IN | 335,000 | $6,690 | 0.2% | $68.23 | — | COM | 45845P108 |
| TREX | TREX CO INC | 64,000 | $6,541 | 0.2% | $45.97 | +119.6% | COM | 89531P105 |
| HLT | HILTON WORLDWIDE HLDGS INC | 54,000 | $6,513 | 0.2% | $76.71 | +60.8% | COM | 43300A203 |
| CSL | CARLISLE COS INC | 33,200 | $6,354 | 0.2% | $89.22 | +97.9% | COM | 142339100 |
| KWR | QUAKER CHEM CORP | 26,700 | $6,333 | 0.2% | $193.90 | +23.3% | COM | 747316107 |
| CRL | CHARLES RIV LABS INTL INC | 17,000 | $6,289 | 0.2% | $212.77 | +56.9% | COM | 159864107 |
| HCSG | HEALTHCARE SVCS GROUP INC | 198,800 | $6,276 | 0.2% | $33.27 | -8.6% | COM | 421906108 |
| ENSG | ENSIGN GROUP INC | 71,300 | $6,180 | 0.2% | $44.62 | +91.7% | COM | 29358P101 |
| NEOG | NEOGEN CORP | 133,532 | $6,148 | 0.2% | $38.88 | +18.8% | COM | 640491106 |
| ITRI | ITRON INC | 60,000 | $5,999 | 0.2% | $98.89 | -6.2% | COM | 465741106 |
| ICUI | ICU MED INC | 28,900 | $5,948 | 0.2% | $146.55 | +40.4% | COM | 44930G107 |
| — | STAMPS COM INC | 28,800 | $5,768 | 0.2% | $91.06 | — | COM NEW | 852857200 |
| MNRO | MONRO INC | 89,900 | $5,710 | 0.2% | $59.73 | +10.7% | COM | 610236101 |
| ZD | J2 GLOBAL INC | 39,300 | $5,406 | 0.1% | $42.74 | +157.1% | COM | 48123V102 |
| LSTR | LANDSTAR SYS INC | 33,800 | $5,341 | 0.1% | $72.34 | — | COM | 515098101 |
| — | ALLEGHANY CORP MD | 7,900 | $5,270 | 0.1% | $424.30 | — | COM | 017175100 |
| HELE | HELEN OF TROY LTD | 23,000 | $5,247 | 0.1% | $103.03 | +113.4% | COM | G4388N106 |
| MTN | VAIL RESORTS INC | 16,009 | $5,067 | 0.1% | $236.06 | +35.0% | COM | 91879Q109 |
| LCII | LCI INDS | 38,000 | $4,994 | 0.1% | $80.04 | +47.6% | COM | 50189K103 |
| FCN | FTI CONSULTING INC | 36,200 | $4,945 | 0.1% | $66.91 | +110.3% | COM | 302941109 |
| EFX | EQUIFAX INC | 20,500 | $4,910 | 0.1% | $118.74 | +82.1% | COM | 294429105 |
| PAYC | PAYCOM SOFTWARE INC | 13,400 | $4,870 | 0.1% | $106.99 | +224.7% | COM | 70432V102 |
| RPD | RAPID7 INC | 51,400 | $4,864 | 0.1% | $52.39 | +60.8% | COM | 753422104 |
| BLD | TOPBUILD CORP | 24,400 | $4,826 | 0.1% | $83.61 | +147.8% | COM | 89055F103 |
| AME | AMETEK INC | 35,023 | $4,676 | 0.1% | $39.72 | +227.0% | COM | 031100100 |
| CVCO | CAVCO INDS INC DEL | 20,800 | $4,622 | 0.1% | $157.33 | +38.5% | COM | 149568107 |
| CNXC | CONCENTRIX CORP | 28,500 | $4,583 | 0.1% | $90.48 | +57.5% | COM | 20602D101 |
| MMS | MAXIMUS INC | 47,913 | $4,215 | 0.1% | $59.86 | +53.1% | COM | 577933104 |
| AZO | AUTOZONE INC | 2,800 | $4,178 | 0.1% | $445.25 | +225.6% | COM | 053332102 |
| TREE | LENDINGTREE INC NEW | 19,400 | $4,110 | 0.1% | $73.52 | — | COM | 52603B107 |
| WD | WALKER & DUNLOP INC | 38,900 | $4,060 | 0.1% | $43.33 | +112.8% | COM | 93148P102 |
| JBTM | JOHN BEAN TECHNOLOGIES CORP | 27,600 | $3,936 | 0.1% | $101.85 | +34.8% | COM | 477839104 |
| CVGW | CALAVO GROWERS INC | 59,200 | $3,754 | 0.1% | $51.93 | +27.1% | COM | 128246105 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 21,900 | $3,753 | 0.1% | $81.34 | +136.4% | COM | 043436104 |
| UNF | UNIFIRST CORP MASS | 15,700 | $3,684 | 0.1% | $181.48 | +19.7% | COM | 904708104 |
| SAIC | SCIENCE APPLICATIONS INTL CO | 41,700 | $3,658 | 0.1% | $53.72 | +66.2% | COM | 808625107 |
| SNX | SYNNEX CORP | 28,500 | $3,470 | 0.1% | $32.77 | +252.7% | COM | 87162W100 |
| WING | WINGSTOP INC | 21,817 | $3,439 | 0.1% | $91.49 | +57.5% | COM | 974155103 |
| BCPC | BALCHEM CORP | 25,800 | $3,387 | 0.1% | $88.92 | +41.0% | COM | 057665200 |
| SFIX | STITCH FIX INC | 55,546 | $3,349 | 0.1% | $25.07 | +104.2% | COM CL A | 860897107 |
| MRCY | MERCURY SYS INC | 50,300 | $3,334 | 0.1% | $47.51 | +45.5% | COM | 589378108 |
| LAD | LITHIA MTRS INC | 9,506 | $3,267 | 0.1% | $150.27 | +140.7% | COM | 536797103 |
| CNMD | CONMED CORP | 22,700 | $3,120 | 0.1% | $91.73 | +43.3% | COM | 207410101 |
| ALRM | ALARM COM HLDGS INC | 36,600 | $3,100 | 0.1% | $52.49 | +62.7% | COM | 011642105 |
| QLYS | QUALYS INC | 30,500 | $3,071 | 0.1% | $71.77 | +41.8% | COM | 74758T303 |
| — | LIVEPERSON INC | 47,100 | $2,979 | 0.1% | $42.33 | — | COM | 538146101 |
| ACIW | ACI WORLDWIDE INC | 79,300 | $2,945 | 0.1% | $24.20 | +61.6% | COM | 004498101 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 16,500 | $2,793 | 0.1% | $81.78 | +113.8% | COM | 82982L103 |
| PRI | PRIMERICA INC | 18,200 | $2,787 | 0.1% | $69.97 | +125.6% | COM | 74164M108 |
| SYNA | SYNAPTICS INC | 17,000 | $2,645 | 0.1% | $79.02 | +71.1% | COM | 87157D109 |
| NPO | ENPRO INDS INC | 26,400 | $2,565 | 0.1% | $55.76 | +63.9% | COM | 29355X107 |
| CASY | CASEYS GEN STORES INC | 12,900 | $2,511 | 0.1% | $65.84 | +217.9% | COM | 147528103 |
| RUSHA | RUSH ENTERPRISES INC | 57,900 | $2,504 | 0.1% | $16.89 | +89.4% | CL A | 781846209 |
| MEDP | MEDPACE HLDGS INC | 13,900 | $2,455 | 0.1% | $76.52 | +125.5% | COM | 58506Q109 |
| KAI | KADANT INC | 13,500 | $2,377 | 0.1% | $86.29 | +99.3% | COM | 48282T104 |
| LFUS | LITTELFUSE INC | 9,200 | $2,344 | 0.1% | $201.58 | +29.3% | COM | 537008104 |
| FN | FABRINET | 23,000 | $2,205 | 0.1% | $63.85 | +40.1% | SHS | G3323L100 |
| NOC | NORTHROP GRUMMAN CORP | 6,000 | $2,181 | 0.1% | $235.33 | +41.8% | COM | 666807102 |
| ORLY | OREILLY AUTOMOTIVE INC | 3,800 | $2,152 | 0.1% | $12.51 | +186.8% | COM | 67103H107 |
| AIT | APPLIED INDL TECHNOLOGIES IN | 23,300 | $2,122 | 0.1% | $43.71 | +108.4% | COM | 03820C105 |
| PENN | PENN NATL GAMING INC | 26,901 | $2,058 | 0.1% | $31.35 | +174.7% | COM | 707569109 |
| — | REXNORD CORP | 41,000 | $2,052 | 0.1% | $23.27 | — | COM | 76169B102 |
| RNR | RENAISSANCERE HLDGS LTD | 13,500 | $2,009 | 0.1% | $133.18 | +19.4% | COM | G7496G103 |
| PLNT | PLANET FITNESS INC | 26,700 | $2,009 | 0.1% | $27.92 | +185.0% | CL A | 72703H101 |
| VC | VISTEON CORP | 16,500 | $1,996 | 0.1% | $74.86 | +59.8% | COM NEW | 92839U206 |
| NSP | INSPERITY INC | 21,200 | $1,916 | 0.1% | $39.91 | +94.7% | COM | 45778Q107 |
| TXRH | TEXAS ROADHOUSE INC | 19,800 | $1,905 | 0.1% | $24.46 | +270.0% | COM | 882681109 |
| TNET | TRINET GROUP INC | 26,000 | $1,884 | 0.0% | $38.18 | +97.9% | COM | 896288107 |
| ROG | ROGERS CORP | 9,300 | $1,867 | 0.0% | $154.90 | +23.3% | COM | 775133101 |
| DY | DYCOM INDS INC | 24,941 | $1,859 | 0.0% | $51.00 | +68.9% | COM | 267475101 |
| MED | MEDIFAST INC | 6,411 | $1,814 | 0.0% | $83.13 | +188.9% | COM | 58470H101 |
| OTEX | OPEN TEXT CORP | 35,024 | $1,779 | 0.0% | $23.32 | +81.7% | COM | 683715106 |
| — | U S CONCRETE INC | 22,800 | $1,683 | 0.0% | $52.46 | — | COM | 90333L201 |
| — | LHC GROUP INC | 8,100 | $1,622 | 0.0% | $93.83 | — | COM | 50187A107 |
| — | AEROJET ROCKETDYNE HLDGS INC | 31,000 | $1,497 | 0.0% | $39.90 | — | COM | 007800105 |
| EHTH | EHEALTH INC | 24,300 | $1,419 | 0.0% | $73.14 | -10.1% | COM | 28238P109 |
| SEM | SELECT MED HLDGS CORP | 33,000 | $1,395 | 0.0% | $16.33 | +17.3% | COM | 81619Q105 |
| ASGN | ASGN INC | 14,200 | $1,376 | 0.0% | $81.81 | +24.9% | COM | 00191U102 |
| CACI | CACI INTL INC | 5,300 | $1,352 | 0.0% | $130.90 | +97.1% | CL A | 127190304 |
| IRTC | IRHYTHM TECHNOLOGIES INC | 20,300 | $1,347 | 0.0% | $85.39 | -7.2% | COM | 450056106 |
| SIGI | SELECTIVE INS GROUP INC | 15,400 | $1,250 | 0.0% | $59.99 | +18.4% | COM | 816300107 |
| ENVA | ENOVA INTL INC | 34,700 | $1,187 | 0.0% | $27.82 | +26.5% | COM | 29357K103 |
| MZTI | LANCASTER COLONY CORP | 5,606 | $1,085 | 0.0% | $131.47 | +42.8% | COM | 513847103 |
| — | VISTA OUTDOOR INC | 22,000 | $1,018 | 0.0% | $32.09 | — | COM | 928377100 |
| GATX | GATX CORP | 11,500 | $1,017 | 0.0% | $71.08 | +24.1% | COM | 361448103 |
| SIG | SIGNET JEWELERS LIMITED | 12,500 | $1,010 | 0.0% | $61.29 | 0.0% | SHS | G81276100 |
| PLAY | DAVE & BUSTERS ENTMT INC | 18,900 | $767 | 0.0% | $42.78 | +1.2% | COM | 238337109 |
| HGV | HILTON GRAND VACATIONS INC | 17,900 | $741 | 0.0% | $29.01 | +49.7% | COM | 43283X105 |
| IEX | IDEX CORP | 3,014 | $663 | 0.0% | $153.63 | +35.8% | COM | 45167R104 |
| SXT | SENSIENT TECHNOLOGIES CORP | 6,815 | $590 | 0.0% | $76.20 | +11.2% | COM | 81725T100 |
| PNTG | PENNANT GROUP INC | 12,900 | $528 | 0.0% | $22.89 | +69.9% | COM | 70805E109 |
| ABM | ABM INDS INC | 9,000 | $399 | 0.0% | $33.58 | +36.0% | COM | 000957100 |
| AMWD | AMERICAN WOODMARK CORPORATIO | 3,700 | $302 | 0.0% | $116.60 | -19.8% | COM | 030506109 |