| Stock |
Weight |
Amount |
| Seagate Technology |
3.01% |
$994,055 |
| Alliance Data Systems |
2.73% |
$899,889 |
| Amphenol Corp CL A |
2.73% |
$900,692 |
| Cisco Systems |
2.71% |
$892,626 |
| Netapp |
2.67% |
$879,557 |
| Fiserv |
2.64% |
$869,431 |
| Accenture Plc - CL A |
2.57% |
$846,784 |
| Mastercard Inc-class A |
2.57% |
$846,929 |
| Verisign |
2.52% |
$830,247 |
| Symantec |
2.50% |
$825,810 |
| Equinix |
2.50% |
$824,848 |
| Ebay |
2.42% |
$798,563 |
| Oracle |
2.32% |
$764,137 |
| Motorola Solutions |
2.20% |
$724,759 |
| Computer Sciences |
2.19% |
$721,162 |
| First Solar |
1.87% |
$617,671 |
| Sanmina |
1.79% |
$591,025 |
| Teletech Holdings |
1.59% |
$525,891 |
| Ellie Mae |
1.58% |
$520,642 |
| Fleetcor Technologies |
1.57% |
$517,602 |
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