| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 380,000 | 91,223,000 | 6.42% | ||
| 2 | KAR AUCTION SVCS INC | 2,400,000 | 76,488,000 | 5.38% | ||
| 3 | LABORATORY CORP AMER HLDGS | 657,500 | 67,328,000 | 4.74% | ||
| 4 | MORGAN STANLEY | 2,000,000 | 64,660,000 | 4.55% | ||
| 5 | Former Charter Communication (Del 5/18/2016) | 400,000 | 63,352,000 | 4.46% | ||
| 6 | TRIPADVISOR INC | 575,000 | 62,480,000 | 4.40% | ||
| 7 | GENERAL MTRS CO | 1,695,000 | 61,529,000 | 4.33% | ||
| 8 | ASSURED GUARANTY LTD COM | 2,350,000 | 57,575,000 | 4.05% | ||
| 9 | MEDICINES CO | 1,858,738 | 54,015,000 | 3.80% | ||
| 10 | Pinnacle Entertainment | 2,096,481 | 52,789,000 | 3.71% | ||
| 11 | TENET HEALTHCARE CORP | 1,050,284 | 49,300,000 | 3.47% | ||
| 12 | ENVISION HEALTHCARE HLDGS INC | 1,341,850 | 48,186,000 | 3.39% | ||
| 13 | HCA HOLDINGS INC | 830,000 | 46,795,000 | 3.29% | ||
| 14 | WRIGHT MEDICAL GROUP N.V. | 1,991,092 | 46,552,000 | 3.28% | ||
| 15 | PRICELINE GRP INC | 38,000 | 45,714,000 | 3.22% | ||
| 16 | Trulia Inc | 900,000 | 42,642,000 | 3.00% | ||
| 17 | MALLINCKRODT PUB LTD CO SHS | 500,000 | 40,010,000 | 2.82% | ||
| 18 | TEVA PHARMACEUTICAL INDS LTD | 752,500 | 39,446,000 | 2.78% | ||
| 19 | FACEBOOK INC | 575,000 | 38,692,000 | 2.72% | ||
| 20 | VERISIGN | 791,000 | 38,609,000 | 2.72% | ||
| 21 | ACORDA THERAPEUTICS | 1,120,000 | 37,755,000 | 2.66% | ||
| 22 | WRIGHT MEDICAL GROUP NV | 1,145,000 | 35,953,000 | 2.53% | ||
| 23 | Allergan plc | 205,000 | 34,690,000 | 2.44% | ||
| 24 | CHANNELADVISOR CORP COM | 1,200,000 | 31,632,000 | 2.23% | ||
| 25 | ALNYLAM PHARMACEUTICALS INC | 500,000 | 31,585,000 | 2.22% | ||
| 26 | PENNYMAC FINL SVCS INC CL A | 1,925,000 | 29,241,000 | 2.06% | ||
| 27 | ACCURAY INCORPORATED COM | 3,000,000 | 26,400,000 | 1.86% | ||
| 28 | TG THERAPEUTICS INC COM | 2,547,000 | 23,916,000 | 1.68% | ||
| 29 | VIPSHOP HLDGS LTD | 87,500 | 16,427,000 | 1.16% | ||
| 30 | Zillow, Inc. | 85,000 | 12,149,000 | 0.85% | ||
| 31 | Idenix Pharmaceuticals Inc | 474,800 | 11,443,000 | 0.81% | ||
| 32 | CHURCHILL DOWNS INC | 100,000 | 9,011,000 | 0.63% | ||
| 33 | AGIOS PHARMACEUTICALS INC | 183,700 | 8,417,000 | 0.59% | ||
| 34 | TROVAGENE INC COM NEW | 2,142,857 | 7,500,000 | 0.53% | ||
| 35 | Response Genetics, Inc. | 6,000,000 | 5,520,000 | 0.39% | ||
| 36 | CENTERSTATE BANKS COMMON STK USD0.01 | 436,536 | 4,889,000 | 0.34% | ||
| 37 | SODASTREAM INTERNATIONAL LTD USD SHS | 130,000 | 4,368,000 | 0.31% | ||
| 38 | Casella Waste SYS | 555,933 | 2,785,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-032379, filed 2014.08.14).
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.