| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 62,500 | 8,016,000 | 18.63% | ||
| 2 | PRICELINE GRP INC | 5,000 | 7,357,000 | 17.10% | ||
| 3 | ELECTRONIC ARTS INC | 75,000 | 6,405,000 | 14.88% | ||
| 4 | ACTIVISION BLIZZARD INC | 62,500 | 2,769,000 | 6.43% | ||
| 5 | WEIBO CORP | 50,000 | 2,507,000 | 5.83% | ||
| 6 | DOLLAR TREE INC | 27,500 | 2,171,000 | 5.05% | ||
| 7 | AMAZON COM INC | 2,500 | 2,093,000 | 4.86% | ||
| 8 | VISA INC | 25,000 | 2,067,000 | 4.80% | ||
| 9 | MERCADOLIBRE INC | 10,000 | 1,850,000 | 4.30% | ||
| 10 | WILLIS TOWERS WATSON PLC LTD SHS | 12,500 | 1,659,000 | 3.86% | ||
| 11 | MSG NETWORK INC | 75,000 | 1,395,000 | 3.24% | ||
| 12 | AGNICO EAGLE MINES LTD | 25,000 | 1,354,000 | 3.15% | ||
| 13 | CONAGRA BRANDS | 25,000 | 1,178,000 | 2.74% | ||
| 14 | IHS MARKIT LTD SHS | 25,000 | 939,000 | 2.18% | ||
| 15 | REALTY INCOME CORP | 12,500 | 837,000 | 1.95% | ||
| 16 | TOPGOLF CALLAWAY BRANDS CORP COM | 37,500 | 435,000 | 1.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016252, filed 2016.11.14).
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.
