| 1 |
Valeant Pharmaceuticals Intl Inc |
30,308,449 |
797,112 |
6.19% |
|
|
| 2 |
FASTENAL CO |
18,412,172 |
902,196 |
7.01% |
|
|
| 3 |
TJX COS INC NEW |
16,183,648 |
1,267,989 |
9.85% |
|
|
| 4 |
IDEXX LAB |
7,668,176 |
600,572 |
4.67% |
|
|
| 5 |
Range Resources |
5,909,630 |
191,354 |
1.49% |
|
|
| 6 |
JACOBS ENGR GROUP INC |
5,713,337 |
248,816 |
1.93% |
|
|
| 7 |
MASTERCARD INCORPORATE |
5,182,954 |
489,789 |
3.81% |
|
|
| 8 |
DENTSPLY SIRONA INC |
4,843,324 |
298,494 |
2.32% |
|
|
| 9 |
BERKSHIRE HATHAWAY INC DEL |
4,737,770 |
672,195 |
5.22% |
|
|
| 10 |
YANDEX N V |
3,603,475 |
55,205 |
0.43% |
|
|
| 11 |
VISA INC |
3,176,837 |
242,964 |
1.89% |
|
|
| 12 |
TRIMBLE INC |
3,092,288 |
76,689 |
0.60% |
|
|
| 13 |
THIRD PT REINS LTD |
3,029,800 |
34,449 |
0.27% |
|
|
| 14 |
58.Com Inc |
3,011,396 |
167,584 |
1.30% |
|
|
| 15 |
O'Reilly Automotive Inc |
2,890,395 |
790,985 |
6.15% |
|
|
| 16 |
PRIMERICA INC |
2,882,551 |
128,360 |
1.00% |
|
|
| 17 |
MAKEMYTRIP LIMITED MAURITIUS |
2,813,802 |
50,902 |
0.40% |
|
|
| 18 |
OMNICOM GROUP INC |
2,686,613 |
223,607 |
1.74% |
|
|
| 19 |
MOHAWK INDS |
2,622,133 |
500,565 |
3.89% |
|
|
| 20 |
CABELAS INC |
2,616,239 |
127,385 |
0.99% |
|
|
| 21 |
TIFFANY & CO NEW |
2,075,900 |
152,330 |
1.18% |
|
|
| 22 |
WAL-MART STORES INC |
1,969,373 |
134,882 |
1.05% |
|
|
| 23 |
WATERS CORP |
1,920,738 |
253,384 |
1.97% |
|
|
| 24 |
PRAXAIR INC |
1,733,744 |
198,427 |
1.54% |
|
|
| 25 |
JD COM INC |
1,733,000 |
45,925 |
0.36% |
|
|
| 26 |
Fannie Mae |
1,651,820 |
2,313 |
0.02% |
|
|
| 27 |
Emcor Group Inc |
1,522,781 |
74,007 |
0.57% |
|
|
| 28 |
Freddie Mac |
1,500,000 |
2,010 |
0.02% |
|
|
| 29 |
PERRIGO CO PLC |
1,461,985 |
187,032 |
1.45% |
|
|
| 30 |
JPMORGAN CHASE & CO |
1,400,000 |
24,780 |
0.19% |
|
|
| 31 |
DANAHER CORP DEL |
1,378,586 |
130,773 |
1.02% |
|
|
| 32 |
BROWN & BROWN INC |
1,356,829 |
48,574 |
0.38% |
|
|
| 33 |
AMERICAN EXPRESS CO |
1,277,020 |
78,409 |
0.61% |
|
|
| 34 |
Vipshop Holdings Ltd |
1,230,000 |
15,842 |
0.12% |
|
|
| 35 |
IAC INTERACTIVECORP |
1,205,190 |
56,740 |
0.44% |
|
|
| 36 |
Allergan PLC |
1,025,555 |
274,880 |
2.14% |
|
|
| 37 |
FANG HOLDINGS LTD |
1,008,500 |
6,041 |
0.05% |
|
|
| 38 |
Interactive Brokers Group Inc |
1,001,923 |
39,396 |
0.31% |
|
|
| 39 |
OCH-ZIFF CAP MGMT GROUP CL A SHS |
750,000 |
3,263 |
0.03% |
|
|
| 40 |
INTERNATIONAL BUSINESS MACHS |
742,244 |
112,413 |
0.87% |
|
|
| 41 |
Goldman Sachs Group Inc |
708,242 |
111,180 |
0.86% |
|
|
| 42 |
Match Group Inc |
701,250 |
7,756 |
0.06% |
|
|
| 43 |
COSTCO WHSL CORP NEW |
693,177 |
109,231 |
0.85% |
|
|
| 44 |
CANADIAN NAT RES LTD |
689,985 |
18,630 |
0.14% |
|
|
| 45 |
CRESUD S A C I F Y A |
612,147 |
7,125 |
0.06% |
|
|
| 46 |
RESOURCE AMERICA INC |
603,180 |
3,480 |
0.03% |
|
|
| 47 |
YELP INC |
590,300 |
11,735 |
0.09% |
|
|
| 48 |
MONSANTO CO |
587,518 |
51,549 |
0.40% |
|
|
| 49 |
WEST PHARMACEUTICAL SVSC INC |
533,650 |
36,993 |
0.29% |
|
|
| 50 |
COLFAX CORP |
501,400 |
14,335 |
0.11% |
|
|
