| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRANSUNION | 63,363,759 | 1,749,473,000 | 42.45% | ||
| 2 | LULULEMON ATHLETICA | 20,105,279 | 1,361,328,000 | 33.03% | ||
| 3 | BOJANGLES INC | 25,456,231 | 433,010,000 | 10.51% | ||
| 4 | PARTY CITY HOLDCO INC COM | 22,400,000 | 336,896,000 | 8.17% | ||
| 5 | ACADIA HEALTHCARE COMPANY IN | 4,033,561 | 222,290,000 | 5.39% | ||
| 6 | FIVE BELOW INC COM | 90,000 | 3,721,000 | 0.09% | ||
| 7 | GRAINGER W W INC | 12,000 | 2,801,000 | 0.07% | ||
| 8 | TEAM HEALTH HOLDINGS INCORPORATED | 61,074 | 2,553,000 | 0.06% | ||
| 9 | KINDER MORGAN INC DEL | 130,700 | 2,334,000 | 0.06% | ||
| 10 | CHEFS WHSE INC | 113,963 | 2,312,000 | 0.06% | ||
| 11 | EXPRESS SCRIPTS HLDG CO | 31,400 | 2,157,000 | 0.05% | ||
| 12 | CHENIERE ENERGY INC | 35,165 | 1,190,000 | 0.03% | ||
| 13 | AVIS BUDGET GROUP | 31,200 | 854,000 | 0.02% | ||
| 14 | WHOLE FOODS | 24,000 | 747,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-017150, filed 2016.05.13).
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.
