| 1 |
ISHARES TR |
700,000 |
86,947 |
10.62% |
Call |
|
| 2 |
MARTIN MARIETTA MATLS INC |
290,000 |
51,942 |
6.34% |
|
|
| 3 |
WABCO |
450,000 |
51,089 |
6.24% |
|
|
| 4 |
EAGLE MATERIALS INC |
609,800 |
47,138 |
5.76% |
|
|
| 5 |
CUMMINS INC |
350,000 |
44,853 |
5.48% |
Call |
|
| 6 |
GENERAL DYNAMICS CORP |
250,000 |
38,790 |
4.74% |
Call |
|
| 7 |
NVR INC |
23,476 |
38,498 |
4.70% |
|
|
| 8 |
COLFAX CORP |
1,100,000 |
34,573 |
4.22% |
|
|
| 9 |
DOVER CORP |
465,000 |
34,243 |
4.18% |
|
|
| 10 |
PTC |
765,000 |
33,897 |
4.14% |
|
|
| 11 |
TRIMBLE INC |
1,148,000 |
32,787 |
4.00% |
|
|
| 12 |
CUMMINS INC |
250,000 |
32,038 |
3.91% |
|
|
| 13 |
DELTA AIRLINES INC DEL |
740,000 |
29,126 |
3.56% |
|
|
| 14 |
GENERAL DYNAMICS CORP |
185,700 |
28,813 |
3.52% |
|
|
| 15 |
DELTA AIRLINES INC DEL |
700,000 |
27,552 |
3.37% |
Call |
|
| 16 |
BOYD GAMING CORP COM |
1,124,000 |
22,233 |
2.72% |
|
|
| 17 |
BIO RAD LABS INC CL A |
130,700 |
21,410 |
2.61% |
|
|
| 18 |
STERIS PLC SHS USD |
230,000 |
16,813 |
2.05% |
|
|
| 19 |
SEALED AIR CORP NEW |
360,000 |
16,495 |
2.01% |
|
|
| 20 |
LENNAR |
350,000 |
14,819 |
1.81% |
|
|
| 21 |
FACEBOOK INC |
115,000 |
14,751 |
1.80% |
|
|
| 22 |
NETFLIX INC |
145,000 |
14,290 |
1.75% |
|
|
| 23 |
BALL CORP |
160,400 |
13,145 |
1.61% |
|
|
| 24 |
CONTINENTAL BLDG PRODS INC |
595,000 |
12,489 |
1.53% |
|
|
| 25 |
IHS MARKIT LTD SHS |
330,000 |
12,392 |
1.51% |
|
|
| 26 |
MATCH GROUP |
550,000 |
9,785 |
1.20% |
|
|
| 27 |
SALESFORCE COM INC |
130,000 |
9,273 |
1.13% |
|
|
| 28 |
NEW RELIC INC |
225,000 |
8,622 |
1.05% |
|
|
| 29 |
AGCO |
161,000 |
7,941 |
0.97% |
|
|
| 30 |
ALIBABA GROUP HLDG LTD |
60,000 |
6,347 |
0.78% |
|
|
| 31 |
APPLE INC |
50,000 |
5,653 |
0.69% |
|
|
