| 1 |
AERCAP HOLDINGS NV |
2,739,000 |
106,164 |
7.52% |
|
|
| 2 |
AIR PRODS & CHEMS INC |
571,000 |
82,253 |
5.83% |
|
|
| 3 |
AMBARELLA INC |
230,000 |
10,281 |
0.73% |
|
|
| 4 |
ARMSTRONG WORLD INDS INC NEW COM |
1,750,000 |
84,648 |
6.00% |
|
|
| 5 |
BROADCOM LTD |
288,000 |
44,496 |
3.15% |
|
|
| 6 |
CBRE GROUP INC |
659,592 |
19,009 |
1.35% |
|
|
| 7 |
CDK GLOBAL INC |
1,625,000 |
75,644 |
5.36% |
|
|
| 8 |
FLEETCOR TECHNOLOGIES INC |
891,100 |
132,551 |
9.39% |
|
|
| 9 |
Former Charter Communication (Del 5/18/2016) |
670,000 |
135,628 |
9.61% |
|
|
| 10 |
PAYPAL HLDGS INC |
1,885,000 |
72,761 |
5.15% |
|
|
| 11 |
S&P GLOBAL INC |
568,200 |
56,240 |
3.98% |
|
|
| 12 |
SPIRIT AEROSYSTEMS HLDGS INC |
2,613,000 |
118,526 |
8.39% |
|
|
| 13 |
Servicemaster Global Hldgs I |
2,740,000 |
103,243 |
7.31% |
|
|
| 14 |
TRANSDIGM GROUP INC |
472,600 |
104,133 |
7.38% |
|
|
| 15 |
Teladoc, Inc. |
949,000 |
9,110 |
0.65% |
|
|
| 16 |
WAYFAIR INC |
475,000 |
20,530 |
1.45% |
|
|
| 17 |
WEIGHT WATCHERS INTL INC NEW |
500,000 |
7,265 |
0.51% |
|
|
| 18 |
WILLIS TOWERS WATSON PUB LTD |
1,933,400 |
229,417 |
16.25% |
|
|
