| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 572,200 | 375,901,000 | 16.73% | ||
| 2 | TABLEAU SOFTWARE INC CL A | 2,405,000 | 277,297,000 | 12.34% | ||
| 3 | WORKDAY A | 2,238,150 | 170,972,000 | 7.61% | ||
| 4 | LIONS GATE ENTERTAINMENT ORD | 4,086,400 | 151,401,000 | 6.74% | ||
| 5 | TRIPADVISOR INC | 1,734,897 | 151,179,000 | 6.73% | ||
| 6 | TRANSDIGM GROUP INC COM | 617,783 | 138,797,000 | 6.18% | ||
| 7 | LKQ CORP | 4,057,000 | 122,704,000 | 5.46% | ||
| 8 | NEW RELIC INC | 3,248,100 | 114,301,000 | 5.09% | ||
| 9 | ILLUMINA INC | 500,000 | 109,180,000 | 4.86% | ||
| 10 | H & R BLOCK INC | 3,600,000 | 106,740,000 | 4.75% | ||
| 11 | AMERICAN TOWER CORP NEW | 1,000,000 | 93,290,000 | 4.15% | ||
| 12 | RESTAURANT BRANDS INTL INC | 2,100,000 | 80,241,000 | 3.57% | ||
| 13 | CONSTELLATION BRANDS INC | 635,000 | 73,673,000 | 3.28% | ||
| 14 | DAVITA INC | 770,000 | 61,192,000 | 2.72% | ||
| 15 | AKAMAI TECH | 861,200 | 60,129,000 | 2.68% | ||
| 16 | PLATFORM SPECIALTY PRODS COR | 2,000,000 | 51,160,000 | 2.28% | ||
| 17 | KNOWLES CORP COM | 2,691,382 | 48,714,000 | 2.17% | ||
| 18 | PACIRA BIOSCIENCES INC | 519,703 | 36,753,000 | 1.64% | ||
| 19 | TWITTER INC | 500,000 | 18,110,000 | 0.81% | ||
| 20 | FENIX PTS INC | 500,000 | 5,010,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001649, 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.
