Q1 2017 Holdings
Filed 2017-05-12 | 56 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $70.2M | 800,000 | 5.6% |
| Autozone Inc(AZO) | COM | 053332102 | $216.9M | 300,000 | 17.4% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $324.1M | 2,000,000 | 26.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $559.7M | 1,710,000 | 44.9% |