| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 4,800,000 | 240,336,000 | 14.75% | ||
| 2 | BAIDU INC | 1,075,000 | 203,218,000 | 12.47% | ||
| 3 | TWENTY FIRST CENTY FOX INC | 6,250,000 | 169,750,000 | 10.42% | ||
| 4 | DELTA AIRLINES INC DEL | 3,025,000 | 153,337,000 | 9.41% | ||
| 5 | LIBERTY GLOBAL PLC | 3,550,000 | 144,734,000 | 8.88% | ||
| 6 | DOLLAR TREE INC | 1,825,000 | 140,927,000 | 8.65% | ||
| 7 | MSCI INC | 1,750,000 | 126,228,000 | 7.75% | ||
| 8 | SBA COMMUNICATIONS CORPORATION | 1,100,000 | 115,577,000 | 7.09% | ||
| 9 | PRICELINE GRP INC | 86,250 | 109,964,000 | 6.75% | ||
| 10 | CROWN CASTLE | 750,000 | 64,838,000 | 3.98% | ||
| 11 | LIBERTY GLOBAL PLC | 1,500,000 | 63,540,000 | 3.90% | Call | |
| 12 | JD COM INC ADR | 1,750,000 | 56,464,000 | 3.47% | ||
| 13 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 750,000 | 37,553,000 | 2.30% | Call | |
| 14 | XPO LOGISTICS INC | 113,000 | 3,079,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-002682, filed 2016.02.16).
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.
