| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRICELINE GRP INC | 2,000 | 2,932,000 | 10.81% | ||
| 2 | FACEBOOK INC | 25,000 | 2,876,000 | 10.60% | ||
| 3 | LIONS GATE ENTMNT CORP CL A VTG | 105,000 | 2,825,000 | 10.41% | ||
| 4 | ELECTRONIC ARTS INC | 35,000 | 2,756,000 | 10.16% | ||
| 5 | VERIZON COMMUNICATIONS INC | 50,000 | 2,669,000 | 9.84% | ||
| 6 | DOLLAR TREE INC | 27,500 | 2,122,000 | 7.82% | ||
| 7 | ADVANCE AUTO PARTS INC | 12,500 | 2,114,000 | 7.79% | ||
| 8 | AGNICO EAGLE MINES LTD | 50,000 | 2,100,000 | 7.74% | ||
| 9 | AMERCO | 5,000 | 1,848,000 | 6.81% | ||
| 10 | MERCADOLIBRE INC | 10,000 | 1,561,000 | 5.75% | ||
| 11 | VISA INC | 12,500 | 975,000 | 3.59% | ||
| 12 | CHARTER COMM | 2,500 | 720,000 | 2.65% | ||
| 13 | CDK GLOBAL INC | 10,000 | 597,000 | 2.20% | ||
| 14 | MSG NETWORK INC | 25,000 | 537,000 | 1.98% | ||
| 15 | CONAGRA BRANDS | 12,500 | 494,000 | 1.82% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-001354, filed 2017.02.13).
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.
