| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MADISON SQUARE GARDEN | 225,000 | 19,046,000 | 12.45% | ||
| 2 | JD COM INC ADR | 625,000 | 18,363,000 | 12.00% | ||
| 3 | ULTA BEAUTY INC | 75,000 | 11,314,000 | 7.39% | ||
| 4 | FACEBOOK INC | 125,000 | 10,277,000 | 6.72% | ||
| 5 | DOLLAR TREE INC | 125,000 | 10,143,000 | 6.63% | ||
| 6 | TERRAFORM POWER | 250,000 | 9,127,000 | 5.96% | ||
| 7 | TRINET GROUP INC | 250,000 | 8,808,000 | 5.76% | ||
| 8 | BAIDU INC | 37,500 | 7,815,000 | 5.11% | ||
| 9 | L BRANDS INC | 75,000 | 7,071,000 | 4.62% | ||
| 10 | WALGREENS BOOTS ALLIANCE INC | 75,000 | 6,351,000 | 4.15% | ||
| 11 | SUNEDISON INC | 250,000 | 6,000,000 | 3.92% | ||
| 12 | BURLINGTON STORES INC | 100,000 | 5,942,000 | 3.88% | ||
| 13 | CDK GLOBAL INC | 125,000 | 5,845,000 | 3.82% | ||
| 14 | KATE SPADE & CO | 175,000 | 5,843,000 | 3.82% | ||
| 15 | KAR AUCTION SVCS INC | 125,000 | 4,741,000 | 3.10% | ||
| 16 | MOHAWK INDS | 25,000 | 4,644,000 | 3.03% | ||
| 17 | BERRY PLASTICS GROUP INC | 125,000 | 4,524,000 | 2.96% | ||
| 18 | CHENIERE ENERGY INC | 50,000 | 3,870,000 | 2.53% | ||
| 19 | NORTHSTAR ASSET MGMT GROUP INCORPORATED | 75,000 | 1,751,000 | 1.14% | ||
| 20 | TEVA PHARMACEUTICAL INDS LTD | 25,000 | 1,558,000 | 1.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-15-004067, filed 2015.05.14).
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.
