| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JD COM INC ADR | 700,000 | 23,871,000 | 15.35% | ||
| 2 | MADISON SQUARE GARDEN | 225,000 | 18,786,000 | 12.08% | ||
| 3 | AMAZON COM INC | 25,000 | 10,853,000 | 6.98% | ||
| 4 | FACEBOOK INC | 125,000 | 10,720,000 | 6.89% | ||
| 5 | MACQUARIE INFRASTRUCTURE COR | 125,000 | 10,329,000 | 6.64% | ||
| 6 | TERRAFORM POWER | 250,000 | 9,496,000 | 6.11% | ||
| 7 | IMPAX LABORATORIES INC | 200,000 | 9,184,000 | 5.91% | ||
| 8 | ULTA BEAUTY INC | 50,000 | 7,722,000 | 4.97% | ||
| 9 | SUNEDISON INC | 250,000 | 7,478,000 | 4.81% | ||
| 10 | DOLLAR TREE INC | 87,500 | 6,911,000 | 4.44% | ||
| 11 | JUMEI INTL HLDG LTD | 300,000 | 6,851,000 | 4.41% | ||
| 12 | CDK GLOBAL INC | 125,000 | 6,747,000 | 4.34% | ||
| 13 | WALGREENS BOOTS ALLIANCE INC | 75,000 | 6,333,000 | 4.07% | ||
| 14 | SKECHERS U S A INC | 50,000 | 5,490,000 | 3.53% | ||
| 15 | Arris Group Inc | 175,000 | 5,355,000 | 3.44% | ||
| 16 | MOHAWK INDS | 25,000 | 4,773,000 | 3.07% | ||
| 17 | IHS Markit Ltd. | 25,000 | 3,216,000 | 2.07% | ||
| 18 | KAR AUCTION SVCS INC | 25,000 | 936,000 | 0.60% | ||
| 19 | SFX ENTMT INC | 100,000 | 448,000 | 0.29% | Put |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-15-005903, filed 2015.08.13).
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.
