| 1 |
MONSANTO CO NEW |
1,399,602 |
159,233 |
10.91% |
|
|
| 2 |
HOME DEPOT INC |
1,628,800 |
128,887 |
8.83% |
|
|
| 3 |
DOLLAR GEN CORP NEW |
2,184,600 |
121,202 |
8.30% |
|
|
| 4 |
NVR INC |
97,795 |
112,171 |
7.68% |
|
|
| 5 |
WILLIAMS COS INC DEL |
2,707,035 |
109,851 |
7.53% |
|
|
| 6 |
REALOGY HLDGS CORP |
2,296,305 |
99,774 |
6.84% |
|
|
| 7 |
ROSS STORES INC |
1,381,189 |
98,852 |
6.77% |
|
|
| 8 |
Family Dollar Stores Inc |
1,505,000 |
87,305 |
5.98% |
Call |
|
| 9 |
SALLY BEAUTY HLDGS INC |
2,344,971 |
64,252 |
4.40% |
|
|
| 10 |
AMAZON COM INC |
158,331 |
53,257 |
3.65% |
|
|
| 11 |
VALERO ENERGY CORP NEW |
1,000,000 |
53,100 |
3.64% |
Call |
|
| 12 |
DOLLAR TREE INC |
1,004,788 |
52,430 |
3.59% |
|
|
| 13 |
WILLIAMS COS INC DEL |
1,250,000 |
50,725 |
3.48% |
Call |
|
| 14 |
CTRIP COM INTL LTD |
952,424 |
48,021 |
3.29% |
|
|
| 15 |
OCEANEERING INTL INC |
665,696 |
47,837 |
3.28% |
|
|
| 16 |
GREEN PLAINS INC COM |
1,596,256 |
47,824 |
3.28% |
|
|
| 17 |
DRESSER-RAND GROUP INC |
516,100 |
30,145 |
2.07% |
|
|
| 18 |
CONSTELLATION BRANDS INC |
306,441 |
26,038 |
1.78% |
|
|
| 19 |
FLEETCOR TECHNOLOGIES INC |
178,000 |
20,488 |
1.40% |
|
|
| 20 |
CLIFFS NAT RES INC |
800,000 |
16,368 |
1.12% |
|
|
| 21 |
YPF SOCIEDAD ANONIMA |
522,828 |
16,291 |
1.12% |
|
|
| 22 |
TESLA INC |
40,000 |
8,338 |
0.57% |
Put |
|
| 23 |
ARCH COAL INC |
1,500,000 |
7,230 |
0.50% |
|
|
