| 1 |
AMERISOURCEBERGEN CORP |
4,000,000 |
323,120 |
9.88% |
|
|
| 2 |
AMAZON COM INC |
280,000 |
234,447 |
7.17% |
|
|
| 3 |
FACEBOOK INC |
1,700,000 |
218,059 |
6.66% |
|
|
| 4 |
SHERWIN WILLIAMS CO |
640,000 |
177,062 |
5.41% |
|
|
| 5 |
ALPHABET INC |
210,000 |
168,853 |
5.16% |
|
|
| 6 |
VISA INC |
2,000,000 |
165,400 |
5.06% |
|
|
| 7 |
MOLSON COORS BREWING CO |
1,200,000 |
131,760 |
4.03% |
|
|
| 8 |
CHARTER COMMUNICATIONS INC N |
475,000 |
128,236 |
3.92% |
|
|
| 9 |
MOHAWK INDS |
600,000 |
120,204 |
3.67% |
|
|
| 10 |
AMERICAN TOWER CORP NEW |
1,000,000 |
113,330 |
3.46% |
|
|
| 11 |
IHS MARKIT LTD SHS |
3,000,000 |
112,650 |
3.44% |
|
|
| 12 |
ANHEUSER BUSCH INBEV SA/NV |
800,000 |
105,128 |
3.21% |
|
|
| 13 |
ASHLAND GLOBAL HLDGS INC |
750,000 |
86,963 |
2.66% |
|
|
| 14 |
FLEETCOR TECHNOLOGIES INC |
500,000 |
86,865 |
2.65% |
|
|
| 15 |
BLUE BUFFALO PET PRODS INC |
3,600,000 |
85,536 |
2.61% |
|
|
| 16 |
HUNT J B TRANS SVCS INC |
900,000 |
73,026 |
2.23% |
|
|
| 17 |
DANAHER CORP DEL |
900,000 |
70,551 |
2.16% |
|
|
| 18 |
SABRE CORP |
2,500,000 |
70,450 |
2.15% |
|
|
| 19 |
MCKESSON CORP |
420,000 |
70,035 |
2.14% |
|
|
| 20 |
RESTAURANT BRANDS INTL INC |
1,400,000 |
62,412 |
1.91% |
|
|
| 21 |
PRICELINE GRP INC |
35,000 |
51,502 |
1.57% |
|
|
| 22 |
MONSTER BEVERAGE CORP NEW |
300,000 |
44,043 |
1.35% |
|
|
| 23 |
PANERA BREAD CO |
140,000 |
27,261 |
0.83% |
|
|
| 24 |
VULCAN MATLS CO |
200,000 |
22,746 |
0.70% |
|
|
| 25 |
COPART INC |
401,000 |
21,478 |
0.66% |
|
|
| 26 |
SHOPIFY INC |
305,000 |
13,091 |
0.40% |
|
|
| 27 |
SALESFORCE COM INC |
150,000 |
10,700 |
0.33% |
|
|
| 28 |
WAL-MART STORES INC |
480,000 |
34,618 |
1.06% |
Call |
|
| 29 |
CARDINAL HEALTH INC |
430,000 |
33,411 |
1.02% |
Call |
|
| 30 |
REGENERON PHARMACEUTICALS |
40,000 |
16,081 |
0.49% |
Call |
|
| 31 |
SPDR S&P 500 ETF TR |
1,292,000 |
279,460 |
8.54% |
Put |
|
| 32 |
ISHARES 20 YEAR TREASURY BOND ETF |
825,000 |
113,446 |
3.47% |
Put |
|
