| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUNEDISON INC | 516,702 | 15,455,000 | 14.24% | ||
| 2 | EQUINIX | 55,000 | 13,970,000 | 12.87% | ||
| 3 | EXPRESS SCRIPTS HLDG CO | 154,036 | 13,700,000 | 12.62% | ||
| 4 | LIBERTY GLOBAL PLC | 260,126 | 13,170,000 | 12.14% | ||
| 5 | BROOKDALE SR LIVING INC | 270,000 | 9,369,000 | 8.63% | ||
| 6 | INTERXION HOLDING N.V | 330,000 | 9,125,000 | 8.41% | ||
| 7 | INTERACTIVE BROKERS GROUP INC COM CL A | 147,651 | 6,136,000 | 5.65% | ||
| 8 | WESTMORELAND COAL CO COM | 234,689 | 4,877,000 | 4.49% | ||
| 9 | SUNEDISON SEMICONDUCTOR LTD | 277,200 | 4,787,000 | 4.41% | ||
| 10 | POST HLDGS INC | 86,900 | 4,687,000 | 4.32% | ||
| 11 | CANADIAN SOLAR INC | 152,289 | 4,355,000 | 4.01% | ||
| 12 | ORBITAL ATK INC COM | 52,474 | 3,849,000 | 3.55% | ||
| 13 | EBAY INC | 62,000 | 3,735,000 | 3.44% | ||
| 14 | FIAT CHRYSLER AUTOMOBILES NV COM | 90,000 | 1,308,000 | 1.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001012975-15-000635, filed 2015.08.14).
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.
