| 1 |
PRICELINE GRP INC |
680,300 |
810,843 |
11.01% |
|
|
| 2 |
TWENTY FIRST CENTY FOX INC |
19,262,616 |
615,826 |
8.36% |
|
|
| 3 |
CARTERS INC |
6,485,031 |
503,563 |
6.84% |
|
|
| 4 |
TRANSDIGM GROUP INC |
2,622,972 |
485,774 |
6.60% |
|
|
| 5 |
DOLLAR GEN CORP NEW |
7,893,663 |
437,940 |
5.95% |
|
|
| 6 |
LIBERTY GLOBAL PLC |
8,936,990 |
363,825 |
4.94% |
|
|
| 7 |
FIDELITY NATL INFORMATION SV |
6,282,114 |
335,779 |
4.56% |
|
|
| 8 |
VIPSHOP HLDGS LTD |
2,238,788 |
334,251 |
4.54% |
|
|
| 9 |
COCA COLA ENTERPRISES INC NE COM |
6,701,918 |
320,084 |
4.35% |
|
|
| 10 |
COLFAX CORP |
3,674,937 |
262,133 |
3.56% |
|
|
| 11 |
MASTERCARD INCORPORATED |
3,440,000 |
256,968 |
3.49% |
|
|
| 12 |
FLEETCOR TECHNOLOGIES INC |
1,919,000 |
220,877 |
3.00% |
|
|
| 13 |
Former Charter Communication (Del 5/18/2016) |
1,625,248 |
200,231 |
2.72% |
|
|
| 14 |
MAKEMYTRIP LIMITED MAURITIUS |
7,184,866 |
194,566 |
2.64% |
|
|
| 15 |
BURGER KING WORLDWIDE INC |
7,200,000 |
191,160 |
2.60% |
|
|
| 16 |
AVIS BUDGET GROUP |
3,897,800 |
189,823 |
2.58% |
|
|
| 17 |
COMCAST CORP NEW |
3,643,831 |
182,337 |
2.48% |
|
|
| 18 |
Zillow, Inc. |
1,635,268 |
144,067 |
1.96% |
|
|
| 19 |
R H |
1,937,935 |
142,613 |
1.94% |
|
|
| 20 |
MOTOROLA SOLUTIONS INC |
1,922,000 |
123,565 |
1.68% |
|
|
| 21 |
Liberty Media Ser A |
905,000 |
118,311 |
1.61% |
|
|
| 22 |
GAP |
2,765,000 |
110,766 |
1.50% |
|
|
| 23 |
MYRIAD GENETICS INC |
2,345,921 |
80,207 |
1.09% |
|
|
| 24 |
3-D SYS CORP DEL |
1,286,800 |
76,114 |
1.03% |
|
|
| 25 |
VISA INC |
284,479 |
61,408 |
0.83% |
|
|
| 26 |
Trulia Inc |
1,712,808 |
56,865 |
0.77% |
|
|
| 27 |
58 COM INC |
1,262,300 |
52,550 |
0.71% |
|
|
| 28 |
UTI WORLDWIDE INC |
4,904,000 |
51,933 |
0.71% |
|
|
| 29 |
RESMED INC |
1,000,000 |
44,690 |
0.61% |
|
|
| 30 |
IAC INTERACTIVECORP |
579,000 |
41,335 |
0.56% |
|
|
| 31 |
SOLARCITY CORP |
500,000 |
31,310 |
0.43% |
|
|
| 32 |
KATE SPADE & CO |
835,000 |
30,970 |
0.42% |
|
|
| 33 |
QIWI PLC |
850,000 |
29,453 |
0.40% |
|
|
| 34 |
SODASTREAM INTERNATIONAL LTD |
600,000 |
26,460 |
0.36% |
|
|
| 35 |
ZYNGA INC |
5,640,000 |
24,252 |
0.33% |
|
|
| 36 |
MARKWEST ENERGY PARTNERS LP |
365,000 |
23,842 |
0.32% |
|
|
| 37 |
EXONE CO |
665,000 |
23,827 |
0.32% |
|
|
| 38 |
TWITTER INC |
500,000 |
23,335 |
0.32% |
|
|
| 39 |
VERA BRADLEY INC |
790,884 |
21,346 |
0.29% |
|
|
| 40 |
BIO-REFERENCE LABS INC |
720,000 |
19,930 |
0.27% |
|
|
| 41 |
HERTZ GLOBAL HOLDINGS INC COM |
725,000 |
19,314 |
0.26% |
|
|
| 42 |
CADENCE DESIGN SYSTEM INC |
1,115,000 |
17,327 |
0.24% |
|
|
| 43 |
FIREEYE INC |
200,000 |
12,314 |
0.17% |
|
|
| 44 |
HIMAX TECHNOLOGIES INC |
1,000,000 |
11,520 |
0.16% |
|
|
| 45 |
AUTOHOME INC |
290,873 |
11,172 |
0.15% |
|
|
| 46 |
NIMBLE STORAGE INC |
250,000 |
9,473 |
0.13% |
|
|
| 47 |
QUNAR CAYMN ISLND ADR REP 3 CL B ORD |
150,000 |
4,589 |
0.06% |
|
|
| 48 |
BURLINGTON STORES INC |
100,000 |
2,952 |
0.04% |
|
|
| 49 |
DELIA'S INC NEW |
3,400,000 |
2,856 |
0.04% |
|
|
| 50 |
CASTLIGHT HEALTH INC COM CL B |
115,000 |
2,440 |
0.03% |
|
|
