Q3 2015 Holdings
Filed 2015-11-16 | 62 holdings | $130.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $52.2K | 750,000 | 0.0% |
| Kroger Co(KR) | COM | 501044101 | $55.9K | 1,550,000 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $58.8K | 660,000 | 0.0% |
| Google Inc | CL A | 38259P508 | $60.6K | 95,000 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $63.3K | 1,250,000 | 0.0% |
| Mcdonalds Corp(MCD)Call | COM | 580135101 | $78.8K | 800,000 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $83.8K | 850,000 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $86.2K | 1,250,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $102.4K | 200,000 | 0.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $26.7M | 325,000 | 20.5% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $33.2M | 650,000 | 25.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $68.9M | 550,000 | 52.8% |