| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHENIERE ENERGY INC | 129,860 | 8,994,000 | 8.77% | ||
| 2 | GRUPO TELEVISA ADR | 185,769 | 7,212,000 | 7.03% | ||
| 3 | KAR AUCTION SVCS INC | 187,159 | 7,000,000 | 6.83% | ||
| 4 | DOLLAR TREE INC | 78,055 | 6,166,000 | 6.01% | ||
| 5 | CF INDS HLDGS INC | 90,375 | 5,809,000 | 5.66% | ||
| 6 | FACEBOOK INC | 67,486 | 5,788,000 | 5.64% | ||
| 7 | LIBERTY GLOBAL PLC | 102,280 | 5,178,000 | 5.05% | ||
| 8 | AMERICAN INTL GROUP INC | 77,000 | 4,760,000 | 4.64% | ||
| 9 | VISTEON CORP COM NEW | 45,063 | 4,731,000 | 4.61% | ||
| 10 | TELEPHONE DATA SYS INC | 154,933 | 4,555,000 | 4.44% | ||
| 11 | COGNIZANT TECHNOLOGY SOLUTIO | 74,336 | 4,541,000 | 4.43% | ||
| 12 | BLACK KNIGHT FINL SVCS INC CL A | 136,100 | 4,201,000 | 4.10% | ||
| 13 | ADVANCE AUTO PARTS INC | 26,279 | 4,186,000 | 4.08% | ||
| 14 | ULTA BEAUTY INC | 26,441 | 4,084,000 | 3.98% | ||
| 15 | VULCAN MATLS CO | 48,090 | 4,036,000 | 3.94% | ||
| 16 | VIPSHOP HLDGS LTD | 178,100 | 3,963,000 | 3.86% | ||
| 17 | DISCOVER FINANCIAL | 61,800 | 3,561,000 | 3.47% | ||
| 18 | FIBRIA CELULOSE S A SP ADR REP COM | 224,700 | 3,058,000 | 2.98% | ||
| 19 | YAHOO INC | 75,115 | 2,951,000 | 2.88% | ||
| 20 | METHANEX CORP | 50,500 | 2,811,000 | 2.74% | ||
| 21 | EPAM SYS INC | 34,964 | 2,490,000 | 2.43% | ||
| 22 | AXIALL CORPORATION | 58,200 | 2,098,000 | 2.05% | ||
| 23 | LIBERTY GLOBAL PLC | 6,879 | 372,000 | 0.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001034012-15-000003, filed 2015.08.11).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
