Holdings
| PRICELINE COM INC | $1.42B | 6.9% | 1,718,406 | — | — | — |
| CTSH COGNIZANT TECH SOLUTIONS-A | $829.3M | 4.0% | 13,238,915 | — | — | — |
| GOOGLE INC | $829.1M | 4.0% | 941,709 | — | — | — |
| EBAY EBAY INC | $802.5M | 3.9% | 15,515,623 | — | — | — |
| GAP GAP INC | $799.4M | 3.9% | 19,156,482 | — | — | — |
| VALEANT PHARMACEUTICALS INTL | $689.7M | 3.4% | 8,012,507 | — | — | — |
| DG DOLLAR GENERAL CORP | $688.6M | 3.4% | 13,655,169 | — | — | — |
| MONSANTO CO NEW | $613.3M | 3.0% | 6,207,263 | — | — | — |
| ISRG INTUITIVE SURGICAL INC | $587.7M | 2.9% | 1,161,068 | — | — | — |
| MEAD JOHNSON NUTRITION CO | $586.9M | 2.9% | 7,407,735 | — | — | — |
| QCOM QUALCOMM INC | $569.1M | 2.8% | 9,316,298 | — | — | — |
| MICHAEL KORS HLDGS LTD | $553.5M | 2.7% | 8,925,275 | — | — | — |
| ULTA ULTA BEAUTY INC | $512.6M | 2.5% | 5,119,504 | — | — | — |
| KMI KINDER MORGAN INC | $469.0M | 2.3% | 12,292,738 | — | — | — |
| RL RALPH LAUREN CORP | $457.0M | 2.2% | 2,630,438 | — | — | — |
| CHARTER COMMUNICATIONS INC D | $455.1M | 2.2% | 3,674,874 | — | — | — |
| NEWS CORP | $448.2M | 2.2% | 13,757,775 | — | — | — |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $435.0M | 2.1% | 5,350,347 | — | — | — |
| HERTZ GLOBAL HOLDINGS INC | $429.8M | 2.1% | 17,332,422 | — | — | — |
| DLTR DOLLAR TREE INC | $409.4M | 2.0% | 8,053,196 | — | — | — |
| TDG TRANSDIGM GROUP INC | $400.7M | 2.0% | 2,556,210 | — | — | — |
| EQUINIX INC | $385.5M | 1.9% | 2,087,116 | — | — | — |
| REALOGY HLDGS CORP | $379.6M | 1.8% | 7,900,805 | — | — | — |
| CROWN CASTLE INTL CORP | $365.7M | 1.8% | 5,052,143 | — | — | — |
| TSLA PUT TESLA INC | $344.4M | 1.7% | 3,208,000 | — | — | — |
| KINDER MORGAN INC DEL | $335.1M | 1.6% | 65,457,804 | — | — | — |
| VRSN VERISIGN INC | $334.9M | 1.6% | 7,498,853 | — | — | — |
| COACH INC | $334.5M | 1.6% | 5,858,347 | — | — | — |
| CME CME GROUP INC | $296.1M | 1.4% | 3,899,076 | — | — | — |
| AXP AMERICAN EXPRESS CO | $278.1M | 1.4% | 3,719,848 | — | — | — |
| B/E AEROSPACE INC | $271.9M | 1.3% | 4,311,013 | — | — | — |
| WYNEUR WYNDHAM DESTINATIONS INC | $271.6M | 1.3% | 4,746,067 | — | — | — |
| OII OCEANEERING INTL INC | $250.4M | 1.2% | 3,467,861 | — | — | — |
| META META PLATFORMS INC-CLASS A | $245.4M | 1.2% | 9,864,619 | — | — | — |
| V VISA INC-CLASS A SHARES | $241.2M | 1.2% | 1,320,105 | — | — | — |
| GRA1EUR WR GRACE & CO | $241.1M | 1.2% | 2,868,750 | — | — | — |
| LIBERTY MEDIA CORP DELAWARE | $236.1M | 1.2% | 1,862,924 | — | — | — |
| TMO THERMO FISHER SCIENTIFIC INC | $234.1M | 1.1% | 2,766,476 | — | — | — |
| SBH SALLY BEAUTY HOLDINGS INC | $233.1M | 1.1% | 7,496,661 | — | — | — |
| WDAY WORKDAY INC-CLASS A | $225.7M | 1.1% | 3,522,285 | — | — | — |
| OCN2EUR OCWEN FINANCIAL CORP | $224.6M | 1.1% | 5,448,250 | — | — | — |
| HRB H&R BLOCK INC | $211.9M | 1.0% | 7,636,044 | — | — | — |
| SEMGUSD SEMGROUP CORP-CLASS A | $210.4M | 1.0% | 3,906,318 | — | — | — |
| JBHT HUNT (JB) TRANSPRT SVCS INC | $204.6M | 1.0% | 2,831,614 | — | — | — |
| CME CALL CME GROUP INC | $151.9M | 0.7% | 2,000,000 | — | — | — |
| LBTYAUSD LIBERTY GLOBAL PLC-A | $147.7M | 0.7% | 2,009,726 | — | — | — |
| GRFS GRIFOLS SA-ADR | $124.9M | 0.6% | 4,439,693 | — | — | — |
| TRIP TRIPADVISOR INC | $121.2M | 0.6% | 1,991,854 | — | — | — |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $101.9M | 0.5% | 1,500,678 | — | — | — |
| SHLDEUR PUT SEARS HOLDINGS CORP | $95.7M | 0.5% | 2,273,500 | — | — | — |
| AIRGAS INC | $86.2M | 0.4% | 902,488 | — | — | — |
| ASML ASML HOLDING NV-NY REG SHS | $81.7M | 0.4% | 1,032,466 | — | — | — |
| WBC1EUR WABCO HOLDINGS INC | $78.1M | 0.4% | 1,046,166 | — | — | — |
| BARCLAYS BK PLC PUT | $76.4M | 0.4% | 3,690,000 | — | — | — |
| DSW INC | $64.9M | 0.3% | 882,710 | — | — | — |
| QCOM CALL QUALCOMM INC | $35.1M | 0.2% | 575,000 | — | — | — |
| CANADIAN PAC RY LTD | $19.6M | 0.1% | 161,132 | — | — | — |
| ISOFTSTONE HLDGS LTD | $4.5M | 0.0% | 870,916 | — | — | — |
| QUAD PUT QUAD GRAPHICS INC | $1.4M | 0.0% | 56,800 | — | — | — |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.