| 1 |
VISA INC |
2,600,000 |
202,852 |
5.27% |
|
|
| 2 |
DEERE & CO |
1,750,000 |
180,320 |
4.68% |
|
|
| 3 |
ALPHABET INC |
220,000 |
174,339 |
4.53% |
|
|
| 4 |
VISA INC |
1,900,000 |
148,238 |
3.85% |
Call |
|
| 5 |
CASEY'S GENERAL STORES INC COM |
1,050,000 |
124,824 |
3.24% |
|
|
| 6 |
DOLLAR TREE INC |
1,400,000 |
108,052 |
2.81% |
|
|
| 7 |
CONSTELLATION BRANDS INC |
625,000 |
95,819 |
2.49% |
|
|
| 8 |
ADVANCE AUTO PARTS INC |
550,000 |
93,016 |
2.41% |
|
|
| 9 |
MCDONALDS CORP |
750,000 |
91,290 |
2.37% |
|
|
| 10 |
LOWES COS INC |
1,250,000 |
88,900 |
2.31% |
|
|
| 11 |
STARBUCKS CORP |
1,600,000 |
88,832 |
2.31% |
|
|
| 12 |
STARBUCKS CORP |
1,500,000 |
83,280 |
2.16% |
Call |
|
| 13 |
SUMMIT MATLS INC CL A |
3,300,000 |
78,507 |
2.04% |
|
|
| 14 |
CONSTELLATION BRANDS INC |
500,000 |
76,655 |
1.99% |
Call |
|
| 15 |
HUNTINGTON INGALLS INDS INC |
400,000 |
73,676 |
1.91% |
|
|
| 16 |
PRICELINE GRP INC |
50,000 |
73,303 |
1.90% |
|
|
| 17 |
MGM RESORTS INTERNATIONAL |
2,500,000 |
72,075 |
1.87% |
|
|
| 18 |
ADOBE INC |
700,000 |
72,065 |
1.87% |
|
|
| 19 |
FEDEX CORP |
375,000 |
69,825 |
1.81% |
|
|
| 20 |
MASCO CORP |
2,200,000 |
69,564 |
1.81% |
|
|
| 21 |
NETFLIX INC |
550,000 |
68,090 |
1.77% |
|
|
| 22 |
CASEY'S GENERAL STORES INC COM |
550,000 |
65,384 |
1.70% |
Call |
|
| 23 |
ULTA BEAUTY INC |
250,000 |
63,735 |
1.65% |
|
|
| 24 |
SHERWIN WILLIAMS CO |
235,000 |
63,154 |
1.64% |
|
|
| 25 |
DOLLAR TREE INC |
800,000 |
61,744 |
1.60% |
Call |
|
| 26 |
WYNN RESORTS LTD |
700,000 |
60,557 |
1.57% |
|
|
| 27 |
ZOETIS INC |
1,125,000 |
60,221 |
1.56% |
|
|
| 28 |
THOR INDS INC COM |
600,000 |
60,030 |
1.56% |
|
|
| 29 |
BURLINGTON STORES INC |
700,000 |
59,325 |
1.54% |
|
|
| 30 |
MASTERCARD INCORPORATED |
550,000 |
56,788 |
1.47% |
|
|
| 31 |
VAIL RESORTS INC |
325,000 |
52,426 |
1.36% |
|
|
| 32 |
SNAP ON INC |
300,000 |
51,381 |
1.33% |
|
|
| 33 |
ELECTRONIC ARTS INC |
650,000 |
51,194 |
1.33% |
|
|
| 34 |
CAL MAINE FOODS INC |
1,110,000 |
49,034 |
1.27% |
|
|
| 35 |
BRUNSWICK CORP |
850,000 |
46,359 |
1.20% |
|
|
| 36 |
FACEBOOK INC |
400,000 |
46,020 |
1.19% |
|
|
| 37 |
AUTOLIV (US) |
400,000 |
45,260 |
1.18% |
Call |
|
| 38 |
DAVE & BUSTERS ENTMT INC COM |
800,000 |
45,040 |
1.17% |
|
|
| 39 |
HD Supply Holdings Inc |
975,000 |
41,447 |
1.08% |
|
|
| 40 |
ALPHABET INC |
50,000 |
39,623 |
1.03% |
Call |
|
| 41 |
GAMESTOP CORP NEW CL A |
1,500,000 |
37,890 |
0.98% |
Put |
|
| 42 |
WAL-MART STORES INC |
500,000 |
34,560 |
0.90% |
Put |
|
| 43 |
DOLLAR GEN CORP NEW |
450,000 |
33,332 |
0.87% |
|
|
| 44 |
SHERWIN WILLIAMS CO |
120,000 |
32,249 |
0.84% |
Call |
|
| 45 |
DEERE & CO |
300,000 |
30,912 |
0.80% |
Call |
|
| 46 |
YY INC |
755,000 |
29,762 |
0.77% |
|
|
| 47 |
KROGER CO |
800,000 |
27,608 |
0.72% |
|
|
| 48 |
LA QUINTA HLDGS INC |
1,900,000 |
26,999 |
0.70% |
|
|
| 49 |
MONSTER BEVERAGE COR |
600,000 |
26,604 |
0.69% |
|
|
| 50 |
CAL MAINE FOODS INC |
600,000 |
26,505 |
0.69% |
Call |
|
