| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRANSUNION | 72,355,340 | 1,816,119,000 | 43.20% | ||
| 2 | LULULEMON ATHLETICA | 20,105,279 | 1,312,875,000 | 31.23% | ||
| 3 | BOJANGLES INC | 25,456,231 | 607,386,000 | 14.45% | ||
| 4 | PARTY CITY HOLDCO INC COM | 22,400,000 | 454,048,000 | 10.80% | ||
| 5 | AEGERION PHARMACEUTICALS INC | 198,001 | 3,756,000 | 0.09% | ||
| 6 | GRAINGER W W INC | 12,000 | 2,840,000 | 0.07% | ||
| 7 | PRECISION CASTPARTS | 8,500 | 1,699,000 | 0.04% | ||
| 8 | EXPRESS SCRIPTS HLDG CO | 17,000 | 1,512,000 | 0.04% | ||
| 9 | FRESH MKT INC | 40,000 | 1,286,000 | 0.03% | ||
| 10 | LL FLOORING HOLDINGS INC COM | 54,000 | 1,119,000 | 0.03% | ||
| 11 | AVIS BUDGET GROUP | 16,000 | 706,000 | 0.02% | ||
| 12 | Hertz Global Holdings, Inc. | 27,000 | 490,000 | 0.01% | ||
| 13 | WHOLE FOODS | 7,000 | 277,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-008592, filed 2015.08.12).
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.
