Q1 2017 Holdings
Filed 2017-05-15 | 13 holdings | $125.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $123.5M | 762,200 | 98.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $563.2K | 3,810,000 | 0.4% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $301.1K | 13,892,460 | 0.2% |
| Pandora Media Inc | COM | 698354107 | $275.3K | 23,310,216 | 0.2% |
| Workday Inc(WDAY) | CL A | 98138H101 | $217.3K | 2,609,322 | 0.2% |
| Incyte Corp(INCY) | COM | 45337C102 | $187.1K | 1,400,000 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $136.0K | 617,783 | 0.1% |
| Davita Inc(DVA) | COM | 23918K108 | $131.9K | 1,940,000 | 0.1% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $115.9K | 3,125,281 | 0.1% |
| Seattle Genetics Inc | COM | 812578102 | $112.1K | 1,783,000 | 0.1% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $99.4K | 2,007,000 | 0.1% |
| Under Armour Inc(UA) | CL C | 904311206 | $91.5K | 5,000,000 | 0.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $60.4K | 1,400,000 | 0.0% |