Dark
Light
System
Institutional Investment Manager
BAYESIAN CAPITAL MANAGEMENT, LP
BAYESIAN CAPITAL MANAGEMENT, LP (CIK: 0001632551). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 342 holdings with a total value of $106,118,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GENERAL MLS INC 18,156 1,150,000 1.08%
2 LULULEMON ATHLETICA 14,303 968,000 0.91%
3 FACEBOOK INC 8,200 936,000 0.88%
4 ACCENTURE PLC IRELAND 8,105 935,000 0.88%
5 HORMEL FOODS CORP 18,200 787,000 0.74%
6 XILINX INC 16,106 764,000 0.72%
7 DOLLAR GEN CORP NEW 8,527 730,000 0.69%
8 DOMINOS PIZZA (USD) 5,460 720,000 0.68%
9 SYSCO CORP 15,300 715,000 0.67%
10 GAMESTOP CORP NEW CL A 22,127 702,000 0.66%
11 TYSON FOODS INC 10,258 684,000 0.64%
12 CISCO SYS INC 23,700 675,000 0.64%
13 ULTA BEAUTY INC 3,437 666,000 0.63%
14 CADENCE DESIGN 27,200 641,000 0.60%
15 INFOSYS LTD-SP ADR 33,700 641,000 0.60%
16 TE CONNECTIVITY LTD 10,200 632,000 0.60%
17 AKAMAI TECH 11,379 632,000 0.60%
18 KELLOGG CO 8,247 631,000 0.59%
19 FMC TECHNOLOGIES INC 22,887 626,000 0.59%
20 ARAMARK 18,700 619,000 0.58%
21 SYMANTEC CORP 32,100 590,000 0.56%
22 TEXAS ROADHOUSE INC 13,421 585,000 0.55%
23 AVERY DENNISON 8,100 584,000 0.55%
24 OWENS & MINOR INC NEW 14,100 570,000 0.54%
25 EDISON INTL 7,866 565,000 0.53%
26 EDWARDS LIFESCIENCES CORP 6,390 564,000 0.53%
27 SALLY BEAUTY HLDGS INC COM 17,100 554,000 0.52%
28 URBAN OUTFITTERS INC COM 16,600 549,000 0.52%
29 MICHAEL KORS HLDGS LTD 9,523 542,000 0.51%
30 HARLEY DAVIDSON INC 10,489 538,000 0.51%
31 BRUKER CORP 18,900 529,000 0.50%
32 BROCADE COMMUNICATIONS SYS I 49,830 527,000 0.50%
33 GARMIN LTD 13,088 523,000 0.49%
34 TAKE-TWO INTERACTIVE SOFTWARE COM 13,800 520,000 0.49%
35 FLEX LTD 42,900 517,000 0.49%
36 PVH CORPORATION 5,200 515,000 0.49%
37 QUANTA SVCS INC 22,200 501,000 0.47%
38 MEAD JOHNSON NUTRITION CO 5,900 501,000 0.47%
39 UNDER ARMOUR INC 5,900 500,000 0.47%
40 GENPACT LIMITED 18,200 495,000 0.47%
41 TRIPADVISOR INC 7,349 489,000 0.46%
42 MCDONALDS CORP 3,888 489,000 0.46%
43 SALESFORCE COM INC 6,580 486,000 0.46%
44 LINEAR TECH 10,900 486,000 0.46%
45 CAL MAINE FOODS INC 9,300 483,000 0.46%
46 ALIGN TECHNOLOGY INC 6,616 481,000 0.45%
47 SYNOPSYS INC 9,895 479,000 0.45%
48 COTY INC-CL A 17,119 476,000 0.45%
49 HERBALIFE LTD 7,700 474,000 0.45%
50 FEDEX CORP 2,897 471,000 0.44%
Page 1 of 7

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001420506-16-000999, 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.