| 1 |
FACEBOOK INC |
1,500,000 |
192,405 |
5.07% |
|
|
| 2 |
LOWES COS INC |
2,400,000 |
173,304 |
4.57% |
|
|
| 3 |
ALPHABET INC |
210,000 |
168,853 |
4.45% |
|
|
| 4 |
AMAZON COM INC |
175,000 |
146,529 |
3.86% |
|
|
| 5 |
VISA INC |
1,400,000 |
115,780 |
3.05% |
|
|
| 6 |
SHERWIN WILLIAMS CO |
400,000 |
110,664 |
2.92% |
|
|
| 7 |
CASEY'S GENERAL STORES INC COM |
875,000 |
105,131 |
2.77% |
|
|
| 8 |
CONSTELLATION BRANDS INC |
600,000 |
99,894 |
2.63% |
|
|
| 9 |
ADVANCE AUTO PARTS INC |
650,000 |
96,928 |
2.56% |
|
|
| 10 |
PRICELINE GRP INC |
65,000 |
95,647 |
2.52% |
|
|
| 11 |
DOMINOS PIZZA INC |
625,000 |
94,906 |
2.50% |
|
|
| 12 |
DEERE & CO |
1,100,000 |
93,885 |
2.48% |
|
|
| 13 |
ZOETIS INC |
1,650,000 |
85,817 |
2.26% |
|
|
| 14 |
DOLLAR TREE INC |
1,050,000 |
82,877 |
2.19% |
|
|
| 15 |
YY INC |
1,385,000 |
73,793 |
1.95% |
|
|
| 16 |
ELECTRONIC ARTS INC |
800,000 |
68,320 |
1.80% |
|
|
| 17 |
ADOBE INC |
625,000 |
67,838 |
1.79% |
|
|
| 18 |
ALIBABA GROUP HLDG LTD |
625,000 |
66,119 |
1.74% |
|
|
| 19 |
SUMMIT MATLS INC CL A |
3,500,000 |
64,925 |
1.71% |
|
|
| 20 |
MASTERCARD INCORPORATED |
600,000 |
61,062 |
1.61% |
|
|
| 21 |
MOHAWK INDS |
300,000 |
60,102 |
1.59% |
|
|
| 22 |
STARBUCKS CORP |
1,100,000 |
59,554 |
1.57% |
|
|
| 23 |
MGM RESORTS INTERNATIONAL |
1,800,000 |
46,854 |
1.24% |
|
|
| 24 |
COSTCO WHSL CORP NEW |
300,000 |
45,753 |
1.21% |
|
|
| 25 |
WYNN RESORTS LTD |
425,000 |
41,404 |
1.09% |
|
|
| 26 |
MCDONALDS CORP |
350,000 |
40,376 |
1.06% |
|
|
| 27 |
NETFLIX INC |
400,000 |
39,420 |
1.04% |
|
|
| 28 |
CTRIP COM INTL LTD |
800,000 |
37,256 |
0.98% |
|
|
| 29 |
DAVE & BUSTERS ENTMT INC |
825,000 |
32,324 |
0.85% |
|
|
| 30 |
KATE SPADE & CO |
1,800,000 |
30,834 |
0.81% |
|
|
| 31 |
AVON PRODS INC |
5,400,000 |
30,564 |
0.81% |
|
|
| 32 |
BURLINGTON STORES INC |
375,000 |
30,383 |
0.80% |
|
|
| 33 |
MASCO CORP |
800,000 |
27,448 |
0.72% |
|
|
| 34 |
MONSTER BEVERAGE CORP NEW |
175,000 |
25,692 |
0.68% |
|
|
| 35 |
CAL MAINE FOODS INC |
550,000 |
21,197 |
0.56% |
|
|
| 36 |
DEL FRISCOS RESTAURANT GROUP COM |
1,500,000 |
20,205 |
0.53% |
|
|
| 37 |
EBAY INC |
600,000 |
19,740 |
0.52% |
|
|
| 38 |
KAR AUCTION SVCS INC |
450,000 |
19,422 |
0.51% |
|
|
| 39 |
AUTONATION INC |
375,000 |
18,266 |
0.48% |
|
|
| 40 |
GOPRO INC |
750,000 |
12,510 |
0.33% |
|
|
| 41 |
TEXAS ROADHOUSE INC |
300,000 |
11,709 |
0.31% |
|
|
| 42 |
WEIGHT WATCHERS INTL INC NEW |
710,000 |
7,327 |
0.19% |
|
|
| 43 |
SOLARCITY CORP |
238,880 |
4,672 |
0.12% |
|
|
| 44 |
ASCENA RETAIL GROUP INC COM |
800,000 |
4,472 |
0.12% |
|
|
| 45 |
NETFLIX INC |
1,250,000 |
123,188 |
3.25% |
Call |
|
| 46 |
STARBUCKS CORP |
1,700,000 |
92,038 |
2.43% |
Call |
|
| 47 |
ALPHABET INC |
100,000 |
80,406 |
2.12% |
Call |
|
| 48 |
LOWES COS INC |
1,100,000 |
79,431 |
2.09% |
Call |
|
| 49 |
FACEBOOK INC |
500,000 |
64,135 |
1.69% |
Call |
|
| 50 |
DEERE & CO |
600,000 |
51,210 |
1.35% |
Call |
|
