| 1 |
YUM BRANDS INC |
690,000 |
56,028 |
6.20% |
|
|
| 2 |
FOMENTO ECONOMICO MEXICANO S |
400,000 |
37,460 |
4.15% |
|
|
| 3 |
APPLE INC |
380,000 |
35,313 |
3.91% |
|
|
| 4 |
AMBEV SA |
3,400,000 |
23,936 |
2.65% |
|
|
| 5 |
WESTERN DIGITAL CORP |
227,000 |
20,952 |
2.32% |
|
|
| 6 |
VISA INC |
99,000 |
20,860 |
2.31% |
|
|
| 7 |
GOOGLE INC |
34,600 |
19,905 |
2.20% |
|
|
| 8 |
FACEBOOK INC |
270,700 |
18,215 |
2.02% |
|
|
| 9 |
COMPANHIA BRASILEIRA DE DIST |
360,000 |
16,679 |
1.85% |
|
|
| 10 |
SPLUNK INC |
300,000 |
16,599 |
1.84% |
|
|
| 11 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
28,100 |
16,429 |
1.82% |
|
|
| 12 |
CVS HEALTH CORP |
216,000 |
16,280 |
1.80% |
|
|
| 13 |
MICRON TECHNOLOGY INC |
487,000 |
16,047 |
1.78% |
|
|
| 14 |
HCA HOLDINGS INC |
275,000 |
15,505 |
1.72% |
|
|
| 15 |
THERMO FISHER SCIENTIFIC INC |
125,000 |
14,750 |
1.63% |
|
|
| 16 |
DANAHER CORP DEL |
180,250 |
14,191 |
1.57% |
|
|
| 17 |
LAUDER ESTEE COS INC |
170,700 |
12,676 |
1.40% |
|
|
| 18 |
SERVICE CORP INTL |
589,000 |
12,204 |
1.35% |
|
|
| 19 |
CARDINAL HEALTH INC |
157,500 |
10,798 |
1.20% |
|
|
| 20 |
MCKESSON CORP |
57,500 |
10,707 |
1.19% |
|
|
| 21 |
BROOKDALE SR LIVING INC |
320,000 |
10,669 |
1.18% |
|
|
| 22 |
BLACKROCK INC |
33,200 |
10,611 |
1.17% |
|
|
| 23 |
SERVICENOW INC |
163,000 |
10,099 |
1.12% |
|
|
| 24 |
QIHOO 360 TECHNOLOGY CO LTD |
108,000 |
9,940 |
1.10% |
|
|
| 25 |
PRUDENTIAL FINL INC |
95,750 |
8,500 |
0.94% |
|
|
| 26 |
TORO CO |
130,000 |
8,268 |
0.92% |
|
|
| 27 |
AGILENT TECHNOLOGIES INC |
140,000 |
8,042 |
0.89% |
|
|
| 28 |
CIENA CORP |
340,000 |
7,367 |
0.82% |
|
|
| 29 |
HARLEY DAVIDSON INC |
105,000 |
7,334 |
0.81% |
|
|
| 30 |
VANGUARD INTL EQUITY INDEX F |
167,638 |
7,197 |
0.80% |
|
|
| 31 |
ORACLE CORP |
165,000 |
6,687 |
0.74% |
|
|
| 32 |
AMERICAN INTL GROUP INC |
120,000 |
6,550 |
0.73% |
|
|
| 33 |
MASTERCARD INCORPORATED |
89,000 |
6,539 |
0.72% |
|
|
| 34 |
LITTELFUSE INC |
69,500 |
6,460 |
0.72% |
|
|
| 35 |
ST JUDE MED INC |
92,500 |
6,406 |
0.71% |
|
|
| 36 |
CORNERSTONE ONDEMAND INC |
135,000 |
6,213 |
0.69% |
|
|
| 37 |
IMPERVA INC |
235,000 |
6,157 |
0.68% |
|
|
| 38 |
Medtronic Inc |
95,000 |
6,057 |
0.67% |
|
|
| 39 |
PRICELINE GRP INC |
5,000 |
6,015 |
0.67% |
|
|
| 40 |
XEROX CORP |
477,000 |
5,934 |
0.66% |
|
|
| 41 |
Pandora Media Inc |
200,000 |
5,900 |
0.65% |
|
|
| 42 |
ADOBE INC |
80,000 |
5,789 |
0.64% |
|
|
| 43 |
GRIFOLS S A SP ADR REP B |
130,857 |
5,760 |
0.64% |
|
|
| 44 |
ISHARES TR |
45,228 |
5,483 |
0.61% |
|
|
| 45 |
YAHOO INC |
155,000 |
5,445 |
0.60% |
|
|
| 46 |
BLACKSTONE GROUP L P |
160,000 |
5,350 |
0.59% |
|
|
| 47 |
TIFFANY & CO NEW |
50,000 |
5,013 |
0.55% |
|
|
| 48 |
CHANNELADVISOR CORP COM |
190,000 |
5,008 |
0.55% |
|
|
| 49 |
CERNER CORP |
95,000 |
4,900 |
0.54% |
|
|
| 50 |
SYNOPSYS INC |
124,000 |
4,814 |
0.53% |
|
|
