| 1 |
ALPHABET INC |
45,000 |
35,010 |
13.26% |
|
|
| 2 |
PHILIP MORRIS INTL INC |
279,029 |
24,529 |
9.29% |
|
|
| 3 |
X21ST CENTURY FOX B |
790,515 |
21,526 |
8.15% |
|
|
| 4 |
WAL-MART STORES INC |
290,000 |
17,777 |
6.73% |
|
|
| 5 |
STRATASYS LTD |
723,300 |
16,983 |
6.43% |
|
|
| 6 |
MICROSOFT CORP |
300,000 |
16,644 |
6.30% |
|
|
| 7 |
WebMD Health Corp |
275,565 |
13,310 |
5.04% |
|
|
| 8 |
EBAY INC |
400,000 |
10,992 |
4.16% |
|
|
| 9 |
LIVEPERSON INC |
1,531,412 |
10,337 |
3.91% |
|
|
| 10 |
AIR PRODS & CHEMS INC |
70,000 |
9,108 |
3.45% |
|
|
| 11 |
AMERICAN INTL GROUP INC |
145,000 |
8,986 |
3.40% |
|
|
| 12 |
CONNS INC COM |
362,120 |
8,499 |
3.22% |
|
|
| 13 |
MANITOWOC INC COM |
525,000 |
8,059 |
3.05% |
|
|
| 14 |
VERINT SYS INC COM |
193,416 |
7,845 |
2.97% |
|
|
| 15 |
NETSCOUT SYS INC |
250,053 |
7,677 |
2.91% |
|
|
| 16 |
ARCHER DANIELS M |
200,000 |
7,336 |
2.78% |
|
|
| 17 |
NIELSEN HLDGS PLC |
150,000 |
6,990 |
2.65% |
|
|
| 18 |
SOTHEBYS |
250,000 |
6,440 |
2.44% |
|
|
| 19 |
RALPH LAUREN CORP |
36,000 |
4,013 |
1.52% |
|
|
| 20 |
INTERVAL LEISURE GROUP INC |
252,773 |
3,946 |
1.49% |
|
|
| 21 |
EHEALTH INC COM |
350,894 |
3,502 |
1.33% |
|
|
| 22 |
ZYNGA INC |
1,081,139 |
2,897 |
1.10% |
|
|
| 23 |
GREENHILL & CO INC COM |
100,000 |
2,861 |
1.08% |
|
|
| 24 |
INTRALINKS HLDGS INC |
311,114 |
2,822 |
1.07% |
|
|
| 25 |
COLFAX CORP |
90,600 |
2,116 |
0.80% |
|
|
| 26 |
Acxiom Corp |
95,056 |
1,989 |
0.75% |
|
|
| 27 |
EZCORP INC CL A NON VTG |
385,577 |
1,924 |
0.73% |
|
|
