| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | VAIL RESORTS INC | 325,000 | 52,426,000 | 1.36% | ||
| 52 | MASTERCARD INCORPORATED | 550,000 | 56,788,000 | 1.47% | ||
| 53 | BURLINGTON STORES INC | 700,000 | 59,325,000 | 1.54% | ||
| 54 | THOR INDS INC | 600,000 | 60,030,000 | 1.56% | ||
| 55 | ZOETIS INC | 1,125,000 | 60,221,000 | 1.56% | ||
| 56 | WYNN RESORTS LTD | 700,000 | 60,557,000 | 1.57% | ||
| 57 | DOLLAR TREE INC | 800,000 | 61,744,000 | 1.60% | Call | |
| 58 | SHERWIN WILLIAMS CO | 235,000 | 63,154,000 | 1.64% | ||
| 59 | ULTA BEAUTY INC | 250,000 | 63,735,000 | 1.65% | ||
| 60 | CASEY'S GENERAL STORES INC COM | 550,000 | 65,384,000 | 1.70% | Call | |
| 61 | NETFLIX INC | 550,000 | 68,090,000 | 1.77% | ||
| 62 | MASCO CORP | 2,200,000 | 69,564,000 | 1.81% | ||
| 63 | FEDEX CORP | 375,000 | 69,825,000 | 1.81% | ||
| 64 | ADOBE INC | 700,000 | 72,065,000 | 1.87% | ||
| 65 | MGM RESORTS INTERNATIONAL | 2,500,000 | 72,075,000 | 1.87% | ||
| 66 | PRICELINE GRP INC | 50,000 | 73,303,000 | 1.90% | ||
| 67 | HUNTINGTON INGALLS INDS INC | 400,000 | 73,676,000 | 1.91% | ||
| 68 | CONSTELLATION BRANDS INC | 500,000 | 76,655,000 | 1.99% | Call | |
| 69 | SUMMIT MATLS INC CL A | 3,300,000 | 78,507,000 | 2.04% | ||
| 70 | STARBUCKS CORP | 1,500,000 | 83,280,000 | 2.16% | Call | |
| 71 | STARBUCKS CORP | 1,600,000 | 88,832,000 | 2.31% | ||
| 72 | LOWES COS INC | 1,250,000 | 88,900,000 | 2.31% | ||
| 73 | MCDONALDS CORP | 750,000 | 91,290,000 | 2.37% | ||
| 74 | ADVANCE AUTO PARTS INC | 550,000 | 93,016,000 | 2.41% | ||
| 75 | CONSTELLATION BRANDS INC | 625,000 | 95,819,000 | 2.49% | ||
| 76 | DOLLAR TREE INC | 1,400,000 | 108,052,000 | 2.81% | ||
| 77 | CASEY'S GENERAL STORES INC COM | 1,050,000 | 124,824,000 | 3.24% | ||
| 78 | VISA INC | 1,900,000 | 148,238,000 | 3.85% | Call | |
| 79 | ALPHABET INC | 220,000 | 174,339,000 | 4.53% | ||
| 80 | DEERE & CO | 1,750,000 | 180,320,000 | 4.68% | ||
| 81 | VISA INC | 2,600,000 | 202,852,000 | 5.27% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000634, filed 2017.02.14).
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.
