Q1 2016 Holdings
Filed 2016-05-16 | 69 holdings | $306.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Inc(HD) | COM | 437076102 | $63.4K | 475,000 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $71.6K | 375,000 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $75.8K | 575,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $79.9K | 1,300,000 | 0.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $80.9K | 750,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $96.7K | 1,265,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $97.0K | 850,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $97.1K | 950,000 | 0.0% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $99.2K | 800,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $103.9K | 175,000 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $106.1K | 1,400,000 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $112.6K | 1,365,000 | 0.0% |
| Netflix Inc(NFLX)Call | COM | 64110L106 | $148.2K | 1,450,000 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $31.6M | 400,000 | 10.3% |
| Autonation Inc(AN) | COM | 05329W102 | $38.5M | 825,000 | 12.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $52.0M | 925,000 | 17.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $55.2M | 350,000 | 18.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $58.6M | 625,000 | 19.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $68.0M | 450,000 | 22.2% |