| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Trulia Inc | 450,089 | 21,325,000 | 0.44% | ||
| 52 | HMS HOLDINGS CORPORATION | 1,000,000 | 20,410,000 | 0.42% | ||
| 53 | TWENTY FIRST CENTY FOX INC | 571,100 | 20,074,000 | 0.41% | Call | |
| 54 | STARWOOD HOTELS & RESORTS WORLDWIDE INC COM | 245,000 | 19,801,000 | 0.41% | ||
| 55 | EXPEDIA INC DEL | 250,000 | 19,690,000 | 0.41% | ||
| 56 | ASTRAZENECA PLC | 260,000 | 19,321,000 | 0.40% | ||
| 57 | VISA INC | 90,000 | 18,964,000 | 0.39% | ||
| 58 | B/E AEROSPACE INC | 205,000 | 18,960,000 | 0.39% | ||
| 59 | BAIDU INC | 100,000 | 18,681,000 | 0.39% | ||
| 60 | SINCLAIR BROADCAST GROUP INC | 533,000 | 18,522,000 | 0.38% | Call | |
| 61 | ALLERGAN PLC | 82,500 | 18,402,000 | 0.38% | ||
| 62 | ALLISON TRANSMISSION HLDGS INC COM | 587,700 | 18,277,000 | 0.38% | ||
| 63 | NUVASIVE INC | 505,000 | 17,963,000 | 0.37% | ||
| 64 | YELP INC | 230,000 | 17,636,000 | 0.36% | ||
| 65 | YAHOO INC | 500,000 | 17,565,000 | 0.36% | Call | |
| 66 | SIGNET JEWELERS LIMITED | 158,550 | 17,534,000 | 0.36% | ||
| 67 | BIOMARIN PHARMACEUTICAL INC | 277,671 | 17,274,000 | 0.36% | ||
| 68 | TIM HORTONS INC | 310,000 | 16,966,000 | 0.35% | ||
| 69 | REGENERON PHARMACEUTICALS | 60,000 | 16,948,000 | 0.35% | ||
| 70 | Pandora Media Inc | 568,050 | 16,757,000 | 0.35% | ||
| 71 | CELGENE CORP | 195,000 | 16,747,000 | 0.35% | ||
| 72 | TWITTER INC | 400,000 | 16,388,000 | 0.34% | Call | |
| 73 | FIDELITY NATIONAL FINANCIAL IN | 495,000 | 16,216,000 | 0.33% | ||
| 74 | SALIX PHARMACEUTICALS INC | 130,000 | 16,036,000 | 0.33% | ||
| 75 | DEMANDWARE INC | 230,000 | 15,955,000 | 0.33% | ||
| 76 | YUM BRANDS INC | 195,398 | 15,866,000 | 0.33% | ||
| 77 | ATHENA HEALTH INC. | 125,000 | 15,641,000 | 0.32% | ||
| 78 | MARTIN MARIETTA MATLS INC | 118,351 | 15,628,000 | 0.32% | ||
| 79 | WRIGHT MEDICAL GROUP NV | 495,000 | 15,543,000 | 0.32% | ||
| 80 | SPIRIT AEROSYSTEMS HLDGS INC | 461,111 | 15,539,000 | 0.32% | ||
| 81 | CBS CORP NEW | 250,000 | 15,535,000 | 0.32% | Call | |
| 82 | STARBUCKS CORP | 200,000 | 15,476,000 | 0.32% | Call | |
| 83 | AMC NETWORKS INC CL A | 251,156 | 15,444,000 | 0.32% | ||
| 84 | Medtronic Inc | 240,000 | 15,302,000 | 0.32% | ||
| 85 | WEBMD HEALTH CORP | 315,000 | 15,215,000 | 0.31% | ||
| 86 | Medassets Inc | 660,000 | 15,074,000 | 0.31% | ||
| 87 | HESS CORP | 150,000 | 14,834,000 | 0.31% | ||
| 88 | HERSHEY CO | 150,000 | 14,606,000 | 0.30% | ||
| 89 | BRISTOL MYERS SQUIBB CO | 300,000 | 14,553,000 | 0.30% | ||
| 90 | SEAWORLD ENTERTAINMENT INCORPORATED | 511,100 | 14,479,000 | 0.30% | Call | |
| 91 | MERCK & CO INC | 250,000 | 14,463,000 | 0.30% | ||
| 92 | BANKRATE INC DEL COM | 813,326 | 14,266,000 | 0.29% | ||
| 93 | E-HOUSE CHINA HOLDINGS | 1,645,895 | 14,237,000 | 0.29% | ||
| 94 | FOSSIL GROUP INC | 135,566 | 14,169,000 | 0.29% | ||
| 95 | TEMPUR SEALY INTL INC | 235,325 | 14,049,000 | 0.29% | ||
| 96 | VULCAN MATLS CO | 220,200 | 14,038,000 | 0.29% | ||
| 97 | COVIDIEN PLC | 155,000 | 13,978,000 | 0.29% | ||
| 98 | TRIPADVISOR INC | 126,000 | 13,691,000 | 0.28% | ||
| 99 | HERTZ GLOBAL HOLDINGS INC COM | 485,313 | 13,603,000 | 0.28% | ||
| 100 | RETAILMENOT INC COM SER 1 | 504,990 | 13,438,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-032718, filed 2014.08.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
