| 1 |
ZOETIS INC |
4,395,000 |
141,827 |
14.48% |
|
|
| 2 |
CHENIERE ENERGY INC |
1,590,000 |
114,003 |
11.64% |
|
|
| 3 |
AIR PRODS & CHEMS INC |
811,500 |
104,375 |
10.66% |
|
|
| 4 |
National Australia Bank ADR |
1,770,000 |
91,261 |
9.32% |
|
|
| 5 |
Allergan plc |
490,000 |
82,918 |
8.47% |
|
|
| 6 |
SIGNET JEWELERS LIMITED |
725,000 |
80,178 |
8.19% |
|
|
| 7 |
ARMSTRONG WORLD INDS INC NEW COM |
1,045,000 |
60,014 |
6.13% |
|
|
| 8 |
TWENTY FIRST CENTY FOX INC |
1,701,500 |
59,808 |
6.11% |
|
|
| 9 |
TIME WARNER INC NEW |
390,000 |
57,447 |
5.87% |
|
|
| 10 |
Lamar Advertising Co A |
1,000,000 |
53,000 |
5.41% |
|
|
| 11 |
VALEANT PHARMACEUTICALS INTL |
419,500 |
52,907 |
5.40% |
|
|
| 12 |
COMCAST CORP NEW |
820,000 |
44,018 |
4.49% |
|
|
| 13 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
64,400 |
37,653 |
3.84% |
|
|
