| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BROADCOM LTD | 554,890 | 86,230,000 | 15.71% | ||
| 2 | INC Research Holdings Inc | 1,589,788 | 60,619,000 | 11.04% | ||
| 3 | ZAYO GROUP HOLDINGS | 2,168,336 | 60,562,000 | 11.03% | ||
| 4 | SEALED AIR CORP NEW | 1,248,658 | 57,401,000 | 10.46% | ||
| 5 | RESTAURANT BRANDS INTL INC | 1,283,369 | 53,388,000 | 9.72% | ||
| 6 | FERRARI N V COM | 1,220,737 | 49,890,000 | 9.09% | ||
| 7 | TRANSDIGM GROUP INC COM | 144,179 | 38,019,000 | 6.92% | ||
| 8 | Albany Molecular | 2,820,295 | 37,905,000 | 6.90% | ||
| 9 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 735,000 | 31,605,000 | 5.76% | ||
| 10 | SHERWIN WILLIAMS CO | 105,547 | 30,996,000 | 5.65% | ||
| 11 | VISA INC | 340,706 | 25,270,000 | 4.60% | ||
| 12 | CRITEO SA | 256,047 | 11,758,000 | 2.14% | ||
| 13 | RYANAIR HLDGS PLC | 53,110 | 3,693,000 | 0.67% | ||
| 14 | TELECOM ITALIA SPA ADR SPONSORED | 205,297 | 1,677,000 | 0.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905718-16-001627, filed 2016.08.15).
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.
