| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BAIDU INC | 1,750,000 | 334,040,000 | 14.76% | Call | |
| 2 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 5,250,000 | 238,140,000 | 10.52% | ||
| 3 | HILTON WORLDWIDE HLDGS INC | 8,000,000 | 180,160,000 | 7.96% | ||
| 4 | SBA COMMUNICATIONS CORPORATION | 1,540,000 | 154,262,000 | 6.82% | ||
| 5 | BAIDU INC | 750,000 | 143,160,000 | 6.33% | ||
| 6 | ADOBE INC | 1,500,000 | 140,700,000 | 6.22% | ||
| 7 | LIBERTY GLOBAL PLC | 3,550,000 | 133,338,000 | 5.89% | ||
| 8 | MSCI INC | 1,750,000 | 129,640,000 | 5.73% | ||
| 9 | CARTERS INC | 1,150,000 | 121,187,000 | 5.35% | ||
| 10 | PRICELINE GRP INC | 90,000 | 116,006,000 | 5.13% | ||
| 11 | DELTA AIRLINES INC DEL | 2,175,000 | 105,879,000 | 4.68% | ||
| 12 | DOLLAR TREE INC | 1,225,000 | 101,014,000 | 4.46% | ||
| 13 | DELTA AIRLINES INC DEL | 2,000,000 | 97,360,000 | 4.30% | Call | |
| 14 | TWENTY FIRST CENTY FOX INC | 2,570,000 | 71,652,000 | 3.17% | ||
| 15 | JD COM INC ADR | 1,750,000 | 46,375,000 | 2.05% | ||
| 16 | TWENTY FIRST CENTY FOX INC | 1,500,000 | 41,820,000 | 1.85% | Call | |
| 17 | AT&T INC | 1,000,000 | 39,170,000 | 1.73% | Put | |
| 18 | CROWN CASTLE | 405,500 | 35,076,000 | 1.55% | ||
| 19 | FACEBOOK INC | 300,000 | 34,230,000 | 1.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003308, filed 2016.05.16).
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.
