| 1 |
NVR INC |
16,476 |
29,333 |
2.85% |
|
|
| 2 |
MARTIN MARIETTA MATLS INC |
82,000 |
15,744 |
1.53% |
|
|
| 3 |
NETFLIX INC |
135,000 |
12,350 |
1.20% |
|
|
| 4 |
AKAMAI TECHNOLOGIES INC |
150,000 |
8,390 |
0.81% |
|
|
| 5 |
PTC INC |
150,000 |
5,637 |
0.55% |
Call |
|
| 6 |
EXPEDIA INC DEL |
165,000 |
17,540 |
1.70% |
|
|
| 7 |
LOWES COS INC |
172,700 |
13,673 |
1.33% |
|
|
| 8 |
FACEBOOK INC |
203,500 |
23,256 |
2.26% |
|
|
| 9 |
APPLE INC |
210,000 |
20,076 |
1.95% |
|
|
| 10 |
GENERAL DYNAMICS CORP |
269,700 |
37,553 |
3.64% |
|
|
| 11 |
LINCOLN ELEC HLDGS INC |
320,000 |
18,906 |
1.83% |
|
|
| 12 |
EMERSON ELEC CO |
370,000 |
19,299 |
1.87% |
|
|
| 13 |
DELTA AIRLINES INC DEL |
390,000 |
14,208 |
1.38% |
|
|
| 14 |
WABCO HLDGS INC |
390,000 |
35,712 |
3.47% |
|
|
| 15 |
AGCO CORP |
400,000 |
18,852 |
1.83% |
|
|
| 16 |
UNITED RENTALS INC |
429,500 |
28,819 |
2.80% |
|
|
| 17 |
WESTROCK CO |
440,000 |
17,103 |
1.66% |
|
|
| 18 |
SEALED AIR CORP NEW |
445,000 |
20,457 |
1.99% |
|
|
| 19 |
JD COM INC |
530,000 |
11,252 |
1.09% |
|
|
| 20 |
EAGLE MATERIALS INC |
559,800 |
43,189 |
4.19% |
|
|
| 21 |
EMERSON ELEC CO |
600,000 |
31,296 |
3.04% |
Call |
|
| 22 |
BALL CORP |
635,400 |
45,933 |
4.46% |
|
|
| 23 |
GENERAL MTRS CO |
750,000 |
21,225 |
2.06% |
Put |
|
| 24 |
GENERAL DYNAMICS CORP |
800,000 |
111,392 |
10.81% |
Call |
|
| 25 |
PTC INC |
860,000 |
32,319 |
3.14% |
|
|
| 26 |
REALOGY HLDGS CORP |
886,200 |
25,718 |
2.50% |
|
|
| 27 |
BOYD GAMING CORP COM |
930,000 |
17,112 |
1.66% |
|
|
| 28 |
SUMMIT MATLS INC CL A |
964,694 |
19,738 |
1.92% |
|
|
| 29 |
TRIMBLE INC |
1,140,000 |
27,770 |
2.70% |
|
|
| 30 |
SELECT SECTOR SPDR TR |
1,500,000 |
82,725 |
8.03% |
Put |
|
| 31 |
DBX ETF TR |
2,000,000 |
47,520 |
4.61% |
Call |
|
| 32 |
FORD MTR CO DEL |
2,000,000 |
25,140 |
2.44% |
Put |
|
| 33 |
SELECT SECTOR SPDR TR |
2,500,000 |
131,175 |
12.73% |
Put |
|
