| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SEALED AIR CORP NEW | 2,310,471 | 104,757,000 | 15.83% | ||
| 2 | BROADCOM LTD | 513,890 | 90,840,000 | 13.73% | ||
| 3 | AON PLC | 665,087 | 74,177,000 | 11.21% | ||
| 4 | Albany Molecular | 3,338,892 | 62,638,000 | 9.46% | ||
| 5 | INC Research Holdings Inc | 818,825 | 43,070,000 | 6.51% | ||
| 6 | SHERWIN WILLIAMS CO | 156,007 | 41,925,000 | 6.34% | ||
| 7 | TRACTOR SUPPLY CO | 546,319 | 41,416,000 | 6.26% | ||
| 8 | PATHEON N V SHS | 1,376,337 | 39,515,000 | 5.97% | ||
| 9 | FERRARI N V COM | 676,737 | 39,382,000 | 5.95% | ||
| 10 | WISDOMTREE TR | 740,000 | 36,660,000 | 5.54% | ||
| 11 | VISA INC | 386,706 | 30,171,000 | 4.56% | ||
| 12 | ZAYO GROUP HOLDINGS | 885,536 | 29,099,000 | 4.40% | ||
| 13 | DOLLAR GEN CORP NEW | 355,000 | 26,295,000 | 3.97% | ||
| 14 | TELECOM ITALIA SPA ADR SPONSORED | 207,297 | 1,843,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905718-17-000248, filed 2017.02.14).
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.
