| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EMC | 516,001 | 13,751,000 | 15.78% | ||
| 2 | ANTHEM INC | 77,733 | 10,804,000 | 12.40% | ||
| 3 | HUMANA | 53,978 | 9,875,000 | 11.33% | ||
| 4 | SIGNET JEWELERS LIMITED SHS | 76,807 | 9,526,000 | 10.93% | ||
| 5 | ALPHABET INC | 12,240 | 9,338,000 | 10.71% | ||
| 6 | CDK GLOBAL INC | 186,007 | 8,659,000 | 9.93% | ||
| 7 | FACEBOOK INC | 70,001 | 7,987,000 | 9.16% | ||
| 8 | COMMUNICATIONS SALES&LEAS IN | 348,618 | 7,757,000 | 8.90% | ||
| 9 | ENVISION HEALTHCARE HLDGS INC | 313,588 | 6,397,000 | 7.34% | ||
| 10 | CABLEVISION SYS CORP(NEW) NY GROUP CL ACOM | 92,914 | 3,066,000 | 3.52% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003370, filed 2016.05.16).
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.
