| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAYA INC COM | 5,906,769 | 83,541,000 | 50.18% | ||
| 2 | ALLERGAN PLC | 132,986 | 27,928,000 | 16.77% | ||
| 3 | MCKESSON CORP | 68,181 | 9,576,000 | 5.75% | ||
| 4 | TYSON FOODS INC | 143,602 | 8,857,000 | 5.32% | ||
| 5 | Adeptus Health Inc | 1,103,172 | 8,428,000 | 5.06% | ||
| 6 | CENTENE CORP DEL | 145,000 | 8,194,000 | 4.92% | ||
| 7 | SABRE CORP | 306,623 | 7,650,000 | 4.59% | ||
| 8 | FACEBOOK INC | 43,410 | 4,994,000 | 3.00% | ||
| 9 | ALPHABET INC | 2,756 | 2,184,000 | 1.31% | ||
| 10 | ALPHABET INC | 2,824 | 2,180,000 | 1.31% | ||
| 11 | EQUIFAX INC | 12,562 | 1,485,000 | 0.89% | ||
| 12 | TRANSUNION | 47,718 | 1,476,000 | 0.89% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000669, 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.