| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALEANT PHARMACEUTICALS INTL | 188,804 | 41,943,000 | 34.97% | ||
| 2 | EQUINIX INC | 62,804 | 15,952,000 | 13.30% | ||
| 3 | TRANSDIGM GROUP INC | 65,580 | 14,734,000 | 12.29% | ||
| 4 | IHS INC A | 113,663 | 14,621,000 | 12.19% | ||
| 5 | AMERICAN TOWER CORP NEW | 101,623 | 9,480,000 | 7.90% | ||
| 6 | PLATFORM SPECIALTY PRODS COR | 338,248 | 8,652,000 | 7.21% | ||
| 7 | SOLERA HOLDINGS INC | 170,674 | 7,605,000 | 6.34% | ||
| 8 | FLEETCOR TECHNOLOGIES INC | 44,512 | 6,947,000 | 5.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-009405, filed 2015.08.14).
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.
