| 1 |
CHENIERE ENERGY INC |
7,855,200 |
628,652 |
13.87% |
|
|
| 2 |
SANDISK CORP |
6,250,500 |
612,236 |
13.51% |
|
|
| 3 |
CONSTELLATION BRANDS INC |
6,880,700 |
599,722 |
13.23% |
|
|
| 4 |
AMERICAN INTL GROUP INC |
9,395,500 |
507,545 |
11.20% |
|
|
| 5 |
MICROSOFT CORP |
6,280,000 |
291,141 |
6.42% |
|
|
| 6 |
Walgreens |
4,036,973 |
239,271 |
5.28% |
|
|
| 7 |
TWENTY FIRST CENTY FOX INC |
6,502,000 |
222,954 |
4.92% |
|
|
| 8 |
VISA INC |
984,000 |
209,956 |
4.63% |
|
|
| 9 |
WEBMD HEALTH CORP |
4,683,900 |
195,834 |
4.32% |
|
|
| 10 |
EXPRESS SCRIPTS HLDG CO |
2,603,000 |
183,850 |
4.06% |
|
|
| 11 |
DORIAN LPG LTD |
8,014,837 |
142,824 |
3.15% |
|
|
| 12 |
MASCO CORP |
5,810,000 |
138,975 |
3.07% |
|
|
| 13 |
ECHOSTAR CORP CL A |
1,719,000 |
83,818 |
1.85% |
|
|
| 14 |
AGILENT TECHNOLOGIES INC |
1,131,000 |
64,444 |
1.42% |
|
|
| 15 |
LEUCADIA NATL CORP |
2,648,000 |
63,128 |
1.39% |
|
|
| 16 |
Liberty Media Corp |
1,232,000 |
57,892 |
1.28% |
|
|
| 17 |
NATIONAL GEN HLDGS CORP COM |
2,700,000 |
45,603 |
1.01% |
|
|
| 18 |
SIRIUS XM HOLDINGS INC |
12,582,000 |
43,911 |
0.97% |
|
|
| 19 |
KINDER MORGAN INCORPORATED DEL WARRANT EXP 052517 |
9,283,000 |
33,790 |
0.75% |
|
|
| 20 |
LIBERTY TRIPADVISOR HLDGS INC COM SER A |
920,000 |
31,188 |
0.69% |
|
|
| 21 |
Liberty Media Ser A |
616,000 |
29,063 |
0.64% |
|
|
| 22 |
TAKE-TWO INTERACTIVE SOFTWAR |
956,350 |
22,063 |
0.49% |
|
|
| 23 |
DREAMWORKS ANIMATION SKG INC |
585,000 |
15,953 |
0.35% |
|
|
| 24 |
SunEdison Inc |
809,300 |
15,280 |
0.34% |
|
|
| 25 |
EXTENDED STAY AMER INC |
500,000 |
11,870 |
0.26% |
|
|
| 26 |
JUNIPER NETWORKS |
500,000 |
11,075 |
0.24% |
|
|
| 27 |
ARDMORE SHIPPING CORP COM |
990,000 |
10,791 |
0.24% |
|
|
| 28 |
VERIFONE SYS INC |
160,000 |
5,501 |
0.12% |
|
|
| 29 |
GT ADVANCED TECHNOLOGIES INC |
499,700 |
5,412 |
0.12% |
|
|
| 30 |
POWERSHARES QQQ TRUST |
50,000 |
4,940 |
0.11% |
|
|
| 31 |
SCORPIO TANKERS INC |
290,000 |
2,410 |
0.05% |
|
|
| 32 |
SEACOR HOLDINGS INC |
14,307 |
1,070 |
0.02% |
|
|
