| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 248 | 7,898,749 | V, VMC, AMZN, TECH | 13F-HR | 2/12/2025 | 000093499925000002 |
| Q3 2024 | 262 | 8,221,352 | HEI-A, TECH, TDG, VMC | 13F-HR | 11/14/2024 | 000093499924000013 |
| Q2 2024 | 244 | 7,735,777 | HEI-A, WCN, VMC, ISRG | 13F-HR | 8/14/2024 | 000093499924000008 |
| Q1 2024 | 266 | 8,193,740 | VMC, TDG, WCN, ECL | 13F-HR | 5/15/2024 | 000093499924000004 |
| Q4 2023 | 250 | 7,545,244 | ANSS, VMC, TECH, WCN | 13F-HR | 2/14/2024 | 000093499924000002 |
| Q3 2023 | 256 | 6,826,677 | VMC, TECH, ANSS, TDG | 13F-HR | 11/14/2023 | 000093499923000008 |
| Q2 2023 | 257 | 7,388,912 | VMC, TECH, ANSS, TDG | 13F-HR | 8/14/2023 | 000093499923000007 |
| Q1 2023 | 238 | 7,092,342 | ANSS, TDG, WCN, TECH | 13F-HR | 5/15/2023 | 000093499923000003 |
| Q4 2022 | 239 | 6,691,989 | ISRG, TECH, ANSS, WCN | 13F-HR | 2/15/2023 | 000093499923000001 |
| Q3 2022 | 243 | 6,474,234 | WCN, ANSS, HEI-A, V | 13F-HR | 11/14/2022 | 000093499922000004 |
| Q2 2022 | 233 | 7,090,944 | WCN, TECH, ANSS, V | 13F-HR | 8/15/2022 | 000093499922000003 |
| Q1 2022 | 258 | 8,679,863 | WCN, ANSS, TECH, ILMN | 13F-HR | 5/16/2022 | 000093499922000002 |
| Q4 2021 | 248 | 9,949,129 | ANSS, TECH, ISRG, VMC | 13F-HR | 2/14/2022 | 000093499922000001 |
| Q3 2021 | 235 | 9,755,144 | TECH, ANSS, BL, ISRG | 13F-HR | 11/15/2021 | 000093499921000007 |
| Q2 2021 | 237 | 9,413,881 | TECH, ANSS, ILMN, ISRG | 13F-HR | 8/16/2021 | 000093499921000006 |
| Q1 2021 | 231 | 8,614,021 | TECH, ANSS, VMC, BL | 13F-HR | 5/17/2021 | 000093499921000004 |
| Q4 2020 | 224 | 8,608,794 | BL, ANSS, TECH, ECL | 13F-HR | 2/16/2021 | 000093499921000002 |
| Q3 2020 | 210 | 7,422,081 | ANSS, WCN, VRSK, ECL | 13F-HR | 11/16/2020 | 000093499920000007 |
| Q2 2020 | 198 | 6,626,790 | ANSS, WCN, ILMN, ECL | 13F-HR | 8/14/2020 | 000093499920000006 |
| Q1 2020 | 193 | 5,185,549 | ANSS, MKL, V, WCN | 13F-HR | 5/15/2020 | 000093499920000003 |
| Q4 2019 | 222 | 5,918,222 | ANSS, ECL, V, VRSK | 13F-HR | 2/14/2020 | 000093499920000001 |
| Q3 2019 | 215 | 5,575,617 | ECL, VRSK, ANSS, V | 13F-HR | 11/14/2019 | 000093499919000011 |
| Q2 2019 | 214 | 5,493,761 | ECL, V, VRSK, ANSS | 13F-HR | 8/15/2019 | 000093499919000007 |
| Q1 2019 | 222 | 5,040,468 | ECL, V, VRSK, ROP | 13F-HR | 5/15/2019 | 000093499919000005 |
| Q4 2018 | 219 | 4,009,734 | ECL, V, VRSK, ROP | 13F-HR | 2/14/2019 | 000093499919000003 |
| Q3 2018 | 240 | 4,810,343 | VRSK, ECL, V, ILMN | 13F-HR | 11/15/2018 | 000093499918000009 |
| Q2 2018 | 231 | 4,442,363 | VRSK, ECL, V, ANSS | 13F-HR | 8/15/2018 | 000093499918000008 |
| Q1 2018 | 237 | 4,319,786 | VRSK, ECL, V, ROP | 13F-HR | 5/15/2018 | 000093499918000005 |
| Q4 2017 | 227 | 3,974,643 | VRSK, ECL, V, ROP | 13F-HR | 2/15/2018 | 000093499918000002 |
| Q3 2017 | 188 | 3,854,593 | RHT, ROP, ECL, ANSS | 13F-HR | 11/15/2017 | 000093499917000008 |
| Q2 2017 | 189 | 3,787,909 | ROP, RHT, ANSS, ECL | 13F-HR | 8/15/2017 | 000093499917000005 |
| Q1 2017 | 172 | 3,538,177 | ROP, RHT, ECL, ANSS | 13F-HR | 5/15/2017 | 000093499917000003 |
| Q4 2016 | 181 | 3,561,769 | ROP, LKQ, ANSS, SEIC | 13F-HR | 2/15/2017 | 000093499917000001 |
| Q3 2016 | 165 | 3,616,103 | LKQ, ROP, RHT, ANSS | 13F-HR | 11/15/2016 | 000093499916000029 |
| Q2 2016 | 178 | 3,561,948 | LKQ, ANSS, RHT, SEIC | 13F-HR | 8/12/2016 | 000093499916000024 |
| Q1 2016 | 162 | 3,435,759 | ANSS, LKQ, RHT, V | 13F-HR | 5/16/2016 | 000093499916000021 |
| Q4 2015 | 169 | 3,565,740 | ANSS, RHT, LKQ, SEIC | 13F-HR | 2/12/2016 | 000093499916000018 |
| Q3 2015 | 175 | 3,528,918 | ANSS, LKQ, SEIC, RHT | 13F-HR | 11/19/2015 | 000093499915000015 |
| Q2 2015 | 200 | 3,700,922 | ANSS, SEIC, LKQ, RHT | 13F-HR | 8/13/2015 | 000093499915000012 |
| Q1 2015 | 167 | 4,054,595 | FAST, ANSS, SEIC, RHT | 13F-HR | 5/14/2015 | 000093499915000010 |
| Q4 2014 | 166 | 4,116,313 | FAST, ANSS, RHT, LKQ | 13F-HR | 2/12/2015 | 000093499915000001 |
| Q3 2014 | 162 | 4,014,950 | FAST, ANSS, LKQ, SEIC | 13F-HR | 11/13/2014 | 000093499914000012 |
| Q2 2014 | 174 | 4,325,428 | FAST, ANSS, MKL, TRMB | 13F-HR | 7/8/2014 | 000093499914000009 |
| Q1 2014 | 167 | 4,280,234 | FAST, ANSS, TRMB, QCOM | 13F-HR | 4/16/2014 | 000093499914000005 |
| Q4 2013 | 256 | 4,379,143 | FAST, ANSS, TRMB, LKQ | 13F-HR | 2/10/2014 | 000093499914000003 |