| 1 |
BAXTER INTL INC |
46,000,000 |
2,385,560 |
23.28% |
|
|
| 2 |
DOW CHEMICAL CO |
15,700,000 |
997,578 |
9.73% |
|
|
| 3 |
CONSTELLATION BRANDS INC |
3,000,000 |
486,210 |
4.74% |
|
|
| 4 |
FACEBOOK INC CL A |
3,000,000 |
426,150 |
4.16% |
|
|
| 5 |
ALPHABET INC CL A |
455,000 |
385,749 |
3.76% |
|
|
| 6 |
TIME WARNER INC |
3,500,000 |
341,985 |
3.34% |
|
|
| 7 |
JPMORGAN CHASE AND CO |
3,750,000 |
329,400 |
3.21% |
|
|
| 8 |
T MOBILE US INC |
5,000,000 |
322,950 |
3.15% |
|
|
| 9 |
BANK OF AMERICA CORP |
13,500,000 |
318,465 |
3.11% |
|
|
| 10 |
SOTHEBY S |
6,661,604 |
302,970 |
2.96% |
|
|
| 11 |
SHERWIN WILLIAMS CO COM |
900,000 |
279,171 |
2.72% |
|
|
| 12 |
DANAHER CORP |
3,100,000 |
265,143 |
2.59% |
|
|
| 13 |
CHARTER COMMUNICATIONS INC CL A |
800,000 |
261,856 |
2.56% |
|
|
| 14 |
SALESFORCE COM INC |
3,000,000 |
247,470 |
2.41% |
|
|
| 15 |
GENERAL DYNAMICS CORP |
1,250,000 |
234,000 |
2.28% |
|
|
| 16 |
MOHAWK INDUSTRIES INC |
950,000 |
218,016 |
2.13% |
|
|
| 17 |
QUALCOMM INC |
3,500,000 |
200,690 |
1.96% |
|
|
| 18 |
ZAYO GROUP HLDGS INC |
6,000,000 |
197,400 |
1.93% |
|
|
| 19 |
SANDP GLOBAL INC |
1,500,000 |
196,110 |
1.91% |
|
|
| 20 |
HUMANA INC |
925,000 |
190,680 |
1.86% |
|
|
| 21 |
ANTHEM INC COM |
1,150,000 |
190,187 |
1.86% |
|
|
| 22 |
HONEYWELL INTERNATIONAL INC |
1,375,000 |
171,696 |
1.68% |
|
|
| 23 |
DELL TECHNOLOGIES-CL V W/I |
2,500,000 |
160,200 |
1.56% |
|
|
| 24 |
HEWLETT PACKARD ENTERPRISE CO |
6,000,000 |
142,200 |
1.39% |
|
|
| 25 |
Rice Energy Inc |
5,000,000 |
118,500 |
1.16% |
|
|
| 26 |
CELANESE CORPORATION SERIES A |
1,250,000 |
112,312 |
1.10% |
|
|
| 27 |
HUMANA INC |
500,000 |
103,070 |
1.01% |
Call |
|
| 28 |
PIONEER NATURAL RESOURCES CO |
500,000 |
93,115 |
0.91% |
|
|
| 29 |
Alcoa Corp Com |
2,500,000 |
86,000 |
0.84% |
|
|
| 30 |
RSP PERMIAN INC |
2,000,000 |
82,860 |
0.81% |
|
|
| 31 |
PARSLEY ENERGY INC |
2,500,000 |
81,275 |
0.79% |
|
|
| 32 |
GREEN BRICK PARTNERS INC |
8,083,022 |
80,426 |
0.78% |
|
|
| 33 |
NOMAD HLDGS LTD USD |
7,000,000 |
80,150 |
0.78% |
|
|
| 34 |
SNAP INC |
2,250,000 |
50,692 |
0.49% |
|
|
| 35 |
HALCON RES CORP |
5,170,000 |
39,501 |
0.39% |
|
|
| 36 |
KADMON HLDGS INC |
9,407,745 |
34,015 |
0.33% |
|
|
| 37 |
ENERPLUS CORP |
3,200,000 |
25,760 |
0.25% |
|
|
| 38 |
ENPHASE ENERGY INC |
6,248,987 |
8,561 |
0.08% |
|
|
