Holdings
| NEWS CORP | $510.4M | 8.9% | 15,665,000 | — | — | — |
| LIBERTY MEDIA CORP DELAWARE | $487.4M | 8.5% | 3,845,000 | — | — | — |
| PRICELINE COM INC | $391.8M | 6.8% | 474,000 | — | — | — |
| DG DOLLAR GENERAL CORP | $302.6M | 5.3% | 6,000,000 | — | — | — |
| CRI CARTER'S INC | $296.3M | 5.2% | 4,000,000 | — | — | — |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $291.9M | 5.1% | 4,300,000 | — | — | — |
| MA MASTERCARD INC - A | $287.3M | 5.0% | 500,000 | — | — | — |
| AMZN AMAZON.COM INC | $273.2M | 4.8% | 984,000 | — | — | — |
| V VISA INC-CLASS A SHARES | $232.1M | 4.0% | 1,270,000 | — | — | — |
| FIS FIDELITY NATIONAL INFO SERV | $214.2M | 3.7% | 5,000,000 | — | — | — |
| COLFAX CORP | $193.8M | 3.4% | 3,720,000 | — | — | — |
| COCA COLA ENTERPRISES INC NE | $189.9M | 3.3% | 5,400,000 | — | — | — |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $182.1M | 3.2% | 2,240,000 | — | — | — |
| MSI MOTOROLA SOLUTIONS INC | $173.2M | 3.0% | 3,000,000 | — | — | — |
| GRA1EUR WR GRACE & CO | $158.0M | 2.7% | 1,880,000 | — | — | — |
| GRPNCHF GROUPON INC | $153.9M | 2.7% | 18,000,000 | — | — | — |
| BURGER KING WORDLWIDE INC | $140.5M | 2.4% | 7,200,000 | — | — | — |
| SSYS STRATASYS LTD | $108.9M | 1.9% | 1,300,000 | — | — | — |
| MMYT MAKEMYTRIP LTD | $102.5M | 1.8% | 7,184,866 | — | — | — |
| 2362120D SINCLAIR BROADCAST GROUP LLC | $95.1M | 1.7% | 3,237,600 | — | — | — |
| QCOM QUALCOMM INC | $85.5M | 1.5% | 1,400,000 | — | — | — |
| TDG TRANSDIGM GROUP INC | $83.1M | 1.4% | 530,000 | — | — | — |
| CMCSA COMCAST CORP-CLASS A | $80.8M | 1.4% | 1,935,000 | — | — | — |
| MCGRAW HILL FINL INC PUT | $79.8M | 1.4% | 1,500,000 | — | — | — |
| TAL TAL EDUCATION GROUP- ADR | $78.1M | 1.4% | 7,450,000 | — | — | — |
| NFLX NETFLIX INC | $66.5M | 1.2% | 315,000 | — | — | — |
| CHARTER COMMUNICATIONS INC D | $64.3M | 1.1% | 519,000 | — | — | — |
| DDD 3D SYSTEMS CORP | $55.9M | 1.0% | 1,274,456 | — | — | — |
| DONNELLEY R R & SONS CO | $49.0M | 0.9% | 3,498,394 | — | — | — |
| RCL PUT ROYAL CARIBBEAN CRUISES LTD | $46.7M | 0.8% | 1,400,000 | — | — | — |
| YYEUR YY INC-ADR | $39.7M | 0.7% | 1,479,684 | — | — | — |
| CAR AVIS BUDGET GROUP INC | $38.2M | 0.7% | 1,330,000 | — | — | — |
| VSIUSD VITAMIN SHOPPE INC | $29.1M | 0.5% | 650,000 | — | — | — |
| PBI PITNEY BOWES INC | $27.0M | 0.5% | 1,840,000 | — | — | — |
| UTI WORLDWIDE INC | $25.2M | 0.4% | 1,530,000 | — | — | — |
| UNITED STATES NATL GAS FUND CALL | $24.6M | 0.4% | 1,300,000 | — | — | — |
| BIO-REFERENCE LABS INC | $20.7M | 0.4% | 720,000 | — | — | — |
| VRA VERA BRADLEY INC | $19.7M | 0.3% | 907,400 | — | — | — |
| COMCAST CORP NEW | $13.9M | 0.2% | 350,000 | — | — | — |
| COTY COTY INC-CL A | $12.9M | 0.2% | 750,000 | — | — | — |
| MD PUT PEDIATRIX MEDICAL GROUP INC | $9.2M | 0.2% | 100,000 | — | — | — |
| LITBUSD LIGHTINTHEBOX HOLDING-ADR | $5.4M | 0.1% | 400,000 | — | — | — |
| RCL ROYAL CARIBBEAN CRUISES LTD | $5.0M | 0.1% | 150,000 | — | — | — |
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.