| 1 |
NVIDIA CORPORATION |
700,000 |
14,647,500 |
10.66% |
|
|
| 2 |
BOSTON SCIENTIFIC CORP |
800,000 |
14,200,000 |
10.34% |
|
|
| 3 |
FORD MTR CO DEL |
803,404 |
12,966,941 |
9.44% |
|
|
| 4 |
MOSAIC CO NEW |
250,000 |
11,515,000 |
8.38% |
|
|
| 5 |
TWENTY FIRST CENTY FOX INC |
334,100 |
11,305,944 |
8.23% |
|
|
| 6 |
PRUDENTIAL FINL INC |
129,764 |
10,421,347 |
7.59% |
|
|
| 7 |
MICHAEL KORS HLDGS LTD |
155,000 |
10,191,250 |
7.42% |
|
|
| 8 |
DELTA AIRLINES INC DEL |
200,000 |
8,988,000 |
6.54% |
|
|
| 9 |
SVB FINANCIAL GROUP |
65,000 |
8,257,600 |
6.01% |
|
|
| 10 |
E M C CORP MASS COM |
300,000 |
7,668,000 |
5.58% |
|
|
| 11 |
MARVELL TECHNOLOGY GROUP LTD |
450,000 |
6,615,000 |
4.82% |
|
|
| 12 |
SANDISK CORP |
100,000 |
6,362,000 |
4.63% |
|
|
| 13 |
SYNAPTICS INC |
65,000 |
5,284,825 |
3.85% |
|
|
| 14 |
ARCELORMITTAL SA LUXEMBOURG |
507,200 |
4,777,824 |
3.48% |
|
|
| 15 |
APPLIED MICRO CIRCUITS ORD |
819,633 |
4,180,128 |
3.04% |
|
|
