| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FLEETCOR TECH | 1,765,675 | 252,368,000 | 6.92% | ||
| 2 | CHENIERE ENERGY INC | 6,593,516 | 245,608,000 | 6.74% | ||
| 3 | AIR PRODS & CHEMS INC | 1,582,001 | 205,835,000 | 5.65% | ||
| 4 | ENVISION HEALTHCARE HLDGS INC | 6,354,346 | 165,023,000 | 4.53% | ||
| 5 | HANESBRANDS INC | 5,481,785 | 161,329,000 | 4.43% | ||
| 6 | LENDINGCLUB CORP | 14,397,736 | 159,095,000 | 4.36% | ||
| 7 | CARTERS INC | 1,764,813 | 157,121,000 | 4.31% | ||
| 8 | LIBERTY GLOBAL PLC | 3,843,219 | 156,688,000 | 4.30% | ||
| 9 | CHECK POINT SOFTWARE TECH LT | 1,899,844 | 154,609,000 | 4.24% | ||
| 10 | NEXTERA ENERGY INC | 1,474,796 | 153,217,000 | 4.20% | ||
| 11 | IMS HEALTH HLDS INC | 5,845,980 | 148,897,000 | 4.08% | ||
| 12 | CONSTELLATION BRANDS INC | 1,042,200 | 148,451,000 | 4.07% | ||
| 13 | SS&C TECHNOLOGIES HLDGS INC | 2,032,995 | 138,793,000 | 3.81% | ||
| 14 | Arris Group Inc | 4,464,845 | 136,491,000 | 3.74% | ||
| 15 | LIBERTY BROADBAND-C | 2,523,463 | 130,867,000 | 3.59% | ||
| 16 | NXP SEMICONDUCTORS N V | 1,541,999 | 129,913,000 | 3.56% | ||
| 17 | ARAMARK | 3,957,519 | 127,630,000 | 3.50% | ||
| 18 | ALPHABET INC | 152,051 | 118,297,000 | 3.25% | ||
| 19 | SUNEDISON INC | 22,244,840 | 113,226,000 | 3.11% | ||
| 20 | REALOGY HLDGS CORP | 2,938,056 | 107,738,000 | 2.96% | ||
| 21 | INSULET CORPORATION | 2,561,277 | 96,842,000 | 2.66% | ||
| 22 | ALLEGION PUB LTD CO | 1,320,497 | 87,047,000 | 2.39% | ||
| 23 | KAR AUCTION SVCS INC | 2,306,660 | 85,416,000 | 2.34% | ||
| 24 | JD COM INC ADR | 2,426,417 | 78,288,000 | 2.15% | ||
| 25 | ISTAR INC COM | 4,787,412 | 56,156,000 | 1.54% | ||
| 26 | CANADIAN PAC RY LTD | 388,653 | 49,654,000 | 1.36% | ||
| 27 | GAMESTOP CORP NEW CL A | 870,800 | 24,417,000 | 0.67% | ||
| 28 | GOGO INC | 1,009,505 | 17,969,000 | 0.49% | ||
| 29 | INSYS THERAPEUTICS INC NEW COM NEW | 586,926 | 16,804,000 | 0.46% | ||
| 30 | SIGNET JEWELERS LIMITED SHS | 125,076 | 15,471,000 | 0.42% | ||
| 31 | CAL MAINE FOODS INC | 102,222 | 4,737,000 | 0.13% | ||
| 32 | AVON PRODS INC | 297,600 | 1,205,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-002972, filed 2016.02.16).
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.
