| 1 |
AUTODESK INC |
12,890,000 |
953,989 |
36.49% |
|
|
| 2 |
SBA COMMUNICATIONS CORP |
1,785,000 |
184,319 |
7.05% |
|
|
| 3 |
CHARTER COMMUNICATIONS INC N |
629,692 |
181,301 |
6.94% |
|
|
| 4 |
ALPHABET INC |
205,000 |
162,452 |
6.21% |
|
|
| 5 |
CELGENE CORP |
1,345,000 |
155,684 |
5.96% |
|
|
| 6 |
COMCAST CORP NEW |
2,195,000 |
151,565 |
5.80% |
|
|
| 7 |
CDK GLOBAL INC |
2,519,305 |
150,377 |
5.75% |
|
|
| 8 |
SALESFORCE COM INC |
2,130,000 |
145,820 |
5.58% |
|
|
| 9 |
Servicemaster Global Hldgs I |
3,855,000 |
145,218 |
5.56% |
|
|
| 10 |
DELL TECHNOLOGIES INC |
2,350,134 |
129,187 |
4.94% |
|
|
| 11 |
ALEXION PHARMACEUTIC |
935,000 |
114,397 |
4.38% |
|
|
| 12 |
BANK AMER CORP |
4,978,000 |
110,014 |
4.21% |
|
|
| 13 |
SHIRE PLC |
175,000 |
29,817 |
1.14% |
|
|
