| 1 |
LOWES COS INC |
140,000 |
9,956,800 |
7.69% |
|
|
| 2 |
BOFI HLDG INCORPORATED |
330,000 |
9,421,500 |
7.27% |
|
|
| 3 |
CELGENE CORP |
80,000 |
9,260,000 |
7.15% |
|
|
| 4 |
BORGWARNER INC |
200,000 |
7,888,000 |
6.09% |
|
|
| 5 |
PRA GROUP INC |
200,000 |
7,820,000 |
6.04% |
|
|
| 6 |
WESTERN DIGITAL CORP |
110,000 |
7,474,500 |
5.77% |
|
|
| 7 |
MOSAIC CO NEW |
250,000 |
7,332,500 |
5.66% |
|
|
| 8 |
TEVA PHARMACEUTICAL INDS LTD |
200,000 |
7,250,000 |
5.60% |
|
|
| 9 |
APPLIED MICRO CIRCUITS ORD |
819,633 |
6,761,972 |
5.22% |
|
|
| 10 |
MICHAEL KORS HLDGS LTD |
155,000 |
6,661,900 |
5.14% |
|
|
| 11 |
LINCOLN NATL CORP IND |
100,000 |
6,627,000 |
5.12% |
|
|
| 12 |
ENVISION HEALTHCARE CORP |
100,000 |
6,330,000 |
4.89% |
|
|
| 13 |
TOLL BROTHERS INC |
200,000 |
6,200,000 |
4.79% |
|
|
| 14 |
AFFILIATED MANAGERS GROUP |
40,000 |
5,813,200 |
4.49% |
|
|
| 15 |
MELLANOX TECHNOLOGIES LTD |
100,000 |
4,090,000 |
3.16% |
|
|
| 16 |
LEGG MASON INC |
120,000 |
3,589,200 |
2.77% |
|
|
| 17 |
SOLAREDGE TECHNOLOGIES INC |
250,000 |
3,100,000 |
2.39% |
|
|
| 18 |
ARTISAN PARTNERS ASSET MGMT |
100,000 |
2,975,000 |
2.30% |
|
|
| 19 |
FITBIT INC |
400,000 |
2,928,000 |
2.26% |
|
|
| 20 |
WADDELL & REED FINL INC |
150,000 |
2,926,500 |
2.26% |
|
|
| 21 |
BLACKBERRY LTD |
400,000 |
2,741,070 |
2.12% |
|
|
| 22 |
PIER 1 IMPORTS INC |
282,000 |
2,408,280 |
1.86% |
|
|
