| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TWENTY FIRST CENTY FOX INC | 9,000,000 | 242,820,000 | 14.62% | ||
| 2 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 4,800,000 | 232,032,000 | 13.97% | ||
| 3 | DOLLAR TREE INC | 2,312,500 | 154,151,000 | 9.28% | ||
| 4 | BAIDU INC | 1,075,000 | 147,716,000 | 8.89% | ||
| 5 | LIBERTY GLOBAL PLC | 3,550,000 | 145,621,000 | 8.77% | ||
| 6 | DELTA AIRLINES INC DEL | 2,750,000 | 123,393,000 | 7.43% | ||
| 7 | PRICELINE GRP INC | 93,750 | 115,956,000 | 6.98% | ||
| 8 | SBA COMMUNICATIONS CORPORATION | 925,000 | 96,885,000 | 5.83% | ||
| 9 | MSCI INC | 1,600,000 | 95,136,000 | 5.73% | ||
| 10 | LIBERTY GLOBAL PLC | 1,500,000 | 64,410,000 | 3.88% | Call | |
| 11 | CROWN CASTLE | 750,000 | 59,153,000 | 3.56% | ||
| 12 | Former Charter Communication (Del 5/18/2016) | 300,000 | 52,755,000 | 3.18% | ||
| 13 | JD COM INC ADR | 1,750,000 | 45,605,000 | 2.75% | ||
| 14 | XPO LOGISTICS INC | 1,812,222 | 43,185,000 | 2.60% | ||
| 15 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 750,000 | 36,255,000 | 2.18% | Call | |
| 16 | LIBERTY GLOBAL PLC LILAC SHS CL C | 164,999 | 5,650,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001974, filed 2015.11.16).
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.
