| 1 |
SPDR GOLD TR |
3,000,000 |
356,160 |
26.04% |
Call |
|
| 2 |
VISA INC |
1,428,000 |
126,906 |
9.28% |
|
|
| 3 |
TRANSDIGM GROUP INC |
560,000 |
123,290 |
9.01% |
|
|
| 4 |
CHARTER COMMUNICATIONS INC N |
363,000 |
118,817 |
8.69% |
|
|
| 5 |
ALPHABET INC |
124,500 |
105,551 |
7.72% |
|
|
| 6 |
PAYPAL HLDGS INC |
2,362,500 |
101,635 |
7.43% |
|
|
| 7 |
FACEBOOK INC |
710,500 |
100,927 |
7.38% |
|
|
| 8 |
CDK GLOBAL INC |
1,550,000 |
100,766 |
7.37% |
|
|
| 9 |
RESTAURANT BRANDS INTL INC |
1,584,000 |
88,292 |
6.45% |
|
|
| 10 |
TJX COS INC NEW |
777,000 |
61,445 |
4.49% |
|
|
| 11 |
WALGREENS BOOTS ALLIANCE INC |
722,000 |
59,962 |
4.38% |
|
|
| 12 |
BAIDU INC |
140,000 |
24,153 |
1.77% |
|
|
