| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MSG NETWORK INC | 200,000 | 14,428,000 | 17.11% | ||
| 2 | AMAZON COM INC | 25,000 | 12,797,000 | 15.17% | ||
| 3 | FACEBOOK INC | 125,000 | 11,237,000 | 13.32% | ||
| 4 | WALGREENS BOOTS ALLIANCE INC | 75,000 | 6,232,000 | 7.39% | ||
| 5 | NETFLIX INC | 59,500 | 6,144,000 | 7.28% | ||
| 6 | LIONS GATE ENTERTAINMENT ORD | 162,500 | 5,980,000 | 7.09% | ||
| 7 | JD COM INC ADR | 225,000 | 5,864,000 | 6.95% | ||
| 8 | AUTOZONE INC | 5,000 | 3,619,000 | 4.29% | ||
| 9 | TERRAFORM POWER | 250,000 | 3,555,000 | 4.21% | ||
| 10 | PRICELINE GRP INC | 2,500 | 3,092,000 | 3.67% | ||
| 11 | NIKE INC | 25,000 | 3,074,000 | 3.64% | ||
| 12 | HDFC BANK LTD | 50,000 | 3,054,000 | 3.62% | ||
| 13 | IMPAX LABORATORIES INC | 75,000 | 2,641,000 | 3.13% | ||
| 14 | SS&C TECHNOLOGIES HLDGS INC | 37,500 | 2,627,000 | 3.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-15-007884, filed 2015.11.13).
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.
