| 1 |
AMAZON COM INC |
275,000 |
196,796 |
6.32% |
|
|
| 2 |
DOLLAR TREE INC |
1,700,000 |
160,208 |
5.14% |
|
|
| 3 |
PRICELINE GRP INC |
115,000 |
143,567 |
4.61% |
|
|
| 4 |
VISA INC |
1,700,000 |
126,089 |
4.05% |
|
|
| 5 |
STARBUCKS CORP |
1,800,000 |
102,816 |
3.30% |
|
|
| 6 |
ADVANCE AUTO PARTS INC |
625,000 |
101,019 |
3.24% |
|
|
| 7 |
NETFLIX INC |
1,000,000 |
91,480 |
2.94% |
|
|
| 8 |
MOHAWK INDS |
475,000 |
90,136 |
2.89% |
|
|
| 9 |
DOMINOS PIZZA INC |
675,000 |
88,682 |
2.85% |
|
|
| 10 |
WAL-MART STORES INC |
1,050,000 |
76,671 |
2.46% |
|
|
| 11 |
BURLINGTON STORES INC |
1,050,000 |
70,046 |
2.25% |
|
|
| 12 |
CONSTELLATION BRANDS INC |
400,000 |
66,160 |
2.12% |
|
|
| 13 |
DEERE & CO |
700,000 |
56,728 |
1.82% |
|
|
| 14 |
SALESFORCE COM INC |
700,000 |
55,587 |
1.78% |
|
|
| 15 |
NEWELL BRANDS |
1,025,000 |
49,784 |
1.60% |
|
|
| 16 |
SIGNET JEWELERS LIMITED |
600,000 |
49,446 |
1.59% |
|
|
| 17 |
MCDONALDS CORP |
400,000 |
48,136 |
1.55% |
|
|
| 18 |
ADOBE INC |
500,000 |
47,895 |
1.54% |
|
|
| 19 |
LOWES COS INC |
600,000 |
47,502 |
1.53% |
|
|
| 20 |
FACEBOOK INC |
405,000 |
46,283 |
1.49% |
|
|
| 21 |
WYNN RESORTS LTD |
500,000 |
45,320 |
1.46% |
|
|
| 22 |
SUMMIT MATLS INC CL A |
2,200,000 |
45,012 |
1.45% |
|
|
| 23 |
CHIPOTLE MEXICAN GRILL INC |
110,000 |
44,304 |
1.42% |
|
|
| 24 |
MONSTER BEVERAGE CORP NEW |
275,000 |
44,195 |
1.42% |
|
|
| 25 |
KATE SPADE & CO |
2,050,000 |
42,251 |
1.36% |
|
|
| 26 |
SHERWIN WILLIAMS CO |
135,000 |
39,645 |
1.27% |
|
|
| 27 |
ZOETIS INC |
800,000 |
37,968 |
1.22% |
|
|
| 28 |
JACK IN THE BOX INC |
400,000 |
34,368 |
1.10% |
|
|
| 29 |
US FOODS HLDG CORP |
1,300,000 |
31,512 |
1.01% |
|
|
| 30 |
CTRIP COM INTL LTD |
700,000 |
28,840 |
0.93% |
|
|
| 31 |
GRUBHUB INC |
875,000 |
27,186 |
0.87% |
|
|
| 32 |
DEL FRISCOS RESTAURANT GROUP COM |
1,825,000 |
26,134 |
0.84% |
|
|
| 33 |
AUTONATION INC |
400,000 |
18,792 |
0.60% |
|
|
| 34 |
POPEYES LA KITCHEN INC |
325,952 |
17,810 |
0.57% |
|
|
| 35 |
DAVE & BUSTERS ENTMT INC |
325,000 |
15,207 |
0.49% |
|
|
| 36 |
CASEY'S GENERAL STORES INC COM |
100,000 |
13,151 |
0.42% |
|
|
| 37 |
SOLARCITY CORP |
125,236 |
2,997 |
0.10% |
|
|
| 38 |
STARBUCKS CORP |
2,500,000 |
142,800 |
4.58% |
Call |
|
| 39 |
DOMINOS PIZZA INC |
650,000 |
85,397 |
2.74% |
Call |
|
| 40 |
NETFLIX INC |
900,000 |
82,332 |
2.64% |
Call |
|
| 41 |
AMAZON COM INC |
100,000 |
71,562 |
2.30% |
Call |
|
| 42 |
VISA INC |
700,000 |
51,919 |
1.67% |
Call |
|
| 43 |
MOHAWK INDS |
200,000 |
37,952 |
1.22% |
Call |
|
| 44 |
GAP |
1,500,000 |
31,830 |
1.02% |
Call |
|
| 45 |
WAL-MART STORES INC |
400,000 |
29,208 |
0.94% |
Call |
|
| 46 |
PRICELINE GRP INC |
20,000 |
24,968 |
0.80% |
Call |
|
| 47 |
CONSTELLATION BRANDS INC |
150,000 |
24,810 |
0.80% |
Call |
|
| 48 |
LIFELOCK ORD |
1,000,000 |
15,810 |
0.51% |
Call |
|
| 49 |
KATE SPADE & CO |
700,000 |
14,427 |
0.46% |
Call |
|
| 50 |
SIGNET JEWELERS LIMITED |
100,000 |
8,241 |
0.26% |
Call |
|
