| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 1,450,000 | 148,234,000 | 5.59% | Call | |
| 2 | DOLLAR TREE INC | 1,365,000 | 112,558,000 | 4.25% | ||
| 3 | LOWES COS INC | 1,400,000 | 106,050,000 | 4.00% | ||
| 4 | AMAZON COM INC | 175,000 | 103,887,000 | 3.92% | ||
| 5 | SIGNET JEWELERS LIMITED SHS | 800,000 | 99,224,000 | 3.74% | ||
| 6 | NETFLIX INC | 950,000 | 97,119,000 | 3.66% | ||
| 7 | FACEBOOK INC | 850,000 | 96,985,000 | 3.66% | ||
| 8 | VISA INC | 1,265,000 | 96,747,000 | 3.65% | ||
| 9 | EXPEDIA INC DEL | 750,000 | 80,865,000 | 3.05% | ||
| 10 | NIKE INC | 1,300,000 | 79,911,000 | 3.02% | ||
| 11 | DOMINOS PIZZA (USD) | 575,000 | 75,820,000 | 2.86% | ||
| 12 | MOHAWK INDS | 375,000 | 71,588,000 | 2.70% | ||
| 13 | CONSTELLATION BRANDS INC | 450,000 | 67,991,000 | 2.57% | ||
| 14 | HOME DEPOT INC | 475,000 | 63,379,000 | 2.39% | ||
| 15 | ADVANCE AUTO PARTS INC | 375,000 | 60,128,000 | 2.27% | ||
| 16 | ADOBE INC | 625,000 | 58,625,000 | 2.21% | ||
| 17 | COSTCO WHSL CORP NEW | 350,000 | 55,153,000 | 2.08% | ||
| 18 | BURLINGTON STORES INC | 925,000 | 52,022,000 | 1.96% | ||
| 19 | KRAFT HEINZ CO | 600,000 | 47,136,000 | 1.78% | ||
| 20 | MONSTER BEVERAGE COR | 325,000 | 43,349,000 | 1.64% | ||
| 21 | SERITAGE GROWTH PPTYS | 850,000 | 42,475,000 | 1.60% | ||
| 22 | POLARIS INDS INC | 425,000 | 41,854,000 | 1.58% | ||
| 23 | DOLLAR TREE INC | 500,000 | 41,230,000 | 1.56% | Call | |
| 24 | NEWELL BRANDS | 900,000 | 39,861,000 | 1.50% | ||
| 25 | AUTONATION | 825,000 | 38,511,000 | 1.45% | ||
| 26 | BUFFALO WILD WINGS INC | 245,000 | 36,289,000 | 1.37% | ||
| 27 | HILTON WORLDWIDE HLDGS INC | 1,600,000 | 36,032,000 | 1.36% | ||
| 28 | KATE SPADE & CO | 1,350,000 | 34,452,000 | 1.30% | ||
| 29 | FACEBOOK INC | 300,000 | 34,230,000 | 1.29% | Call | |
| 30 | JD COM INC ADR | 1,200,000 | 31,800,000 | 1.20% | ||
| 31 | ALIBABA GROUP HLDG LTD | 400,000 | 31,612,000 | 1.19% | ||
| 32 | HANESBRANDS INC | 1,100,000 | 31,174,000 | 1.18% | ||
| 33 | SIGNET JEWELERS LIMITED SHS | 250,000 | 31,008,000 | 1.17% | Call | |
| 34 | CTRIP COM INTL LTD | 700,000 | 30,982,000 | 1.17% | ||
| 35 | NIKE INC | 500,000 | 30,735,000 | 1.16% | Call | |
| 36 | WYNN RESORTS LTD | 325,000 | 30,365,000 | 1.15% | ||
| 37 | DEL FRISCOS RESTAURANT GROUP COM | 1,700,000 | 28,186,000 | 1.06% | ||
| 38 | SUMMIT MATLS INC CL A | 1,350,000 | 26,258,000 | 0.99% | ||
| 39 | SEAWORLD ENTERTAINMENT INCORPORATED | 1,200,000 | 25,272,000 | 0.95% | Put | |
| 40 | TRACTOR SUPPLY CO | 275,000 | 24,877,000 | 0.94% | ||
| 41 | JACK IN THE BOX INC | 375,000 | 23,951,000 | 0.90% | ||
| 42 | AMAZON COM INC | 40,000 | 23,746,000 | 0.90% | Call | |
| 43 | CTRIP COM INTL LTD | 500,000 | 22,130,000 | 0.84% | Call | |
| 44 | GILDAN ACTIVEWEAR INC | 700,000 | 21,357,000 | 0.81% | ||
| 45 | SALESFORCE COM INC | 275,000 | 20,303,000 | 0.77% | ||
| 46 | POLARIS INDS INC | 200,000 | 19,696,000 | 0.74% | Call | |
| 47 | SOLARCITY CORP | 800,000 | 19,664,000 | 0.74% | Put | |
| 48 | DAVE & BUSTERS ENTMT INC COM | 500,000 | 19,390,000 | 0.73% | ||
| 49 | LOWES COS INC | 250,000 | 18,938,000 | 0.71% | Call | |
| 50 | EXPEDIA INC DEL | 150,000 | 16,173,000 | 0.61% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003355, 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.
