| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 92,000 | 65,837,000 | 20.81% | ||
| 2 | MASONITE INTL CORP NEW COM | 716,854 | 47,413,000 | 14.98% | ||
| 3 | OASIS PETE INC NEW | 4,688,538 | 42,857,000 | 13.54% | ||
| 4 | INSULET CORPORATION | 1,101,600 | 33,312,000 | 10.53% | ||
| 5 | TERRAFORM GLOBAL INC CL A | 7,882,919 | 25,698,000 | 8.12% | ||
| 6 | SIX FLAGS ENTMT CORP NEW | 435,000 | 25,208,000 | 7.97% | ||
| 7 | PRICELINE GRP INC | 18,600 | 23,220,000 | 7.34% | ||
| 8 | MAKEMYTRIP LIMITED MAURITIUS | 1,239,600 | 18,420,000 | 5.82% | ||
| 9 | SOLARCITY CORP | 765,000 | 18,306,000 | 5.79% | ||
| 10 | SEI INVESTMENTS CO | 335,500 | 16,141,000 | 5.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001635999-16-000010, filed 2016.08.15).
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.
