| 1 |
ALPHABET INC |
56,112 |
43,615 |
9.74% |
|
|
| 2 |
PROGRESSIVE CORP OHIO |
1,152,340 |
36,299 |
8.11% |
|
|
| 3 |
TAKE-TWO INTERACTIVE SOFTWARE COM |
697,741 |
31,454 |
7.02% |
|
|
| 4 |
EXELON CORP |
712,968 |
23,734 |
5.30% |
|
|
| 5 |
BERRY PLASTICS GROUP INC |
522,012 |
22,891 |
5.11% |
|
|
| 6 |
SPDR S&P 500 ETF TR |
84,000 |
18,169 |
4.06% |
Put |
|
| 7 |
SUMMIT MATLS INC CL A |
974,986 |
18,087 |
4.04% |
|
|
| 8 |
ALIBABA GROUP HLDG LTD |
154,419 |
16,336 |
3.65% |
|
|
| 9 |
FACEBOOK INC |
126,518 |
16,229 |
3.62% |
|
|
| 10 |
CONSTELLATION BRANDS INC |
93,996 |
15,650 |
3.50% |
|
|
| 11 |
LOWES COS INC |
210,809 |
15,222 |
3.40% |
|
|
| 12 |
PFIZER INC |
444,922 |
15,070 |
3.37% |
|
|
| 13 |
US BANCORP DEL |
346,218 |
14,849 |
3.32% |
|
|
| 14 |
BUILDERS FIRSTSOURCE INC |
1,287,829 |
14,822 |
3.31% |
|
|
| 15 |
MANCHESTER UTD PLC NEW ORD CL A |
827,636 |
13,971 |
3.12% |
|
|
| 16 |
VISA INC |
168,116 |
13,904 |
3.11% |
|
|
| 17 |
ELECTRONIC ARTS INC |
161,945 |
13,831 |
3.09% |
|
|
| 18 |
ZOETIS INC |
227,345 |
11,824 |
2.64% |
|
|
| 19 |
MARRIOTT INTL |
166,508 |
11,211 |
2.50% |
|
|
| 20 |
BARCLAYS BK PLC |
323,232 |
11,013 |
2.46% |
|
|
| 21 |
NETFLIX INC |
90,601 |
8,929 |
1.99% |
|
|
| 22 |
LABORATORY CORP AMER HLDGS |
64,418 |
8,856 |
1.98% |
|
|
| 23 |
COMCAST CORP NEW |
111,191 |
7,377 |
1.65% |
|
|
| 24 |
MOLSON COORS BREWING CO |
52,998 |
5,819 |
1.30% |
|
|
| 25 |
VOYA FINANCIAL INC |
193,360 |
5,572 |
1.24% |
|
|
| 26 |
FIRST REP BK SAN FRANCISCO C |
71,291 |
5,497 |
1.23% |
|
|
| 27 |
ISHARES TR |
43,900 |
5,453 |
1.22% |
Put |
|
| 28 |
ARAMARK |
142,608 |
5,423 |
1.21% |
|
|
| 29 |
FIDELITY AND GTY LIFE COM |
204,900 |
4,752 |
1.06% |
Put |
|
| 30 |
TPI COMPOSITES INC |
220,970 |
4,698 |
1.05% |
|
|
| 31 |
JAMES RIVER GROUP HOLDINGS |
101,741 |
3,683 |
0.82% |
|
|
| 32 |
TORCHMARK CORP |
55,299 |
3,533 |
0.79% |
|
|
