| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IHS INC A | 118,833 | 14,754,000 | 30.50% | ||
| 2 | AMERICAN TOWER CORP NEW | 128,513 | 13,156,000 | 27.20% | ||
| 3 | FLEETCOR TECHNOLOGIES INC | 63,675 | 9,472,000 | 19.58% | ||
| 4 | TRANSDIGM GROUP INC | 34,546 | 7,612,000 | 15.74% | ||
| 5 | VALEANT PHARMACEUTICALS INTL | 128,269 | 3,373,000 | 6.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-017612, filed 2016.05.16).
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.