whalepapers
Overview/ Maverick Capital Ltd/ Q3 2019

Maverick Capital Ltd

Lee Ainslie · As of Q3 2019 · filed Nov 14, 2019

Q3 2019

Holdings

333 positions · Δ vs prior quarter
GOOG ALPHABET INC-CL C
$443.6M
6.5%
363,920 +20,063 +5.8% Added
DWDPEUR DUPONT DE NEMOURS INC
$415.2M
6.1%
5,821,988 +1,510,664 +35.0% Added
BABA ALIBABA GROUP HOLDING-SP ADR
$351.5M
5.2%
2,102,125 +194,647 +10.2% Added
DXC DXC TECHNOLOGY CO
$323.3M
4.8%
10,957,976 +3,703,155 +51.0% Added
CNC CENTENE CORP
$313.4M
4.6%
7,244,461 +1,121,153 +18.3% Added
TMUS T-MOBILE US INC
$292.8M
4.3%
3,717,645 −100,354 −2.6% Reduced
ALNY ALNYLAM PHARMACEUTICALS INC
$259.2M
3.8%
3,222,813 −1,013,203 −23.9% Reduced
VISN VISTANCE NETWORKS INC
$225.8M
3.3%
19,202,308 +690,482 +3.7% Added
HUM HUMANA INC
$220.0M
3.2%
860,567 −690,159 −44.5% Reduced
WLK WESTLAKE CORP
$213.8M
3.1%
3,262,432 +1,982,920 +155.0% Added
OC OWENS CORNING
$204.2M
3.0%
3,230,681 −276,785 −7.9% Reduced
MDCOUSD MEDICINES COMPANY
$194.2M
2.9%
3,884,039 +16,956 +0.4% Added
MSFT MICROSOFT CORP
$182.1M
2.7%
1,310,127 −214,205 −14.1% Reduced
PRSP PERSPECTA INC
$177.8M
2.6%
6,806,332 −683,310 −9.1% Reduced
MNST MONSTER BEVERAGE CORP
$177.7M
2.6%
3,060,771 +2,952,681 +2731.7% Added
NFLX NETFLIX INC
$139.9M
2.1%
522,778 +457,098 +695.9% Added
OPLN OPENLANE INC
$139.5M
2.1%
5,683,149 +617,226 +12.2% Added
GPK GRAPHIC PACKAGING HOLDING CO
$137.9M
2.0%
9,348,153 +6,062,585 +184.5% Added
BKNG BOOKING HOLDINGS INC
$131.6M
1.9%
67,032 −22,395 −25.0% Reduced
LOW LOWE'S COS INC
$124.0M
1.8%
1,127,968 −875,073 −43.7% Reduced
BTI BRITISH AMERICAN TOB-SP ADR
$90.0M
1.3%
2,438,020 +235,928 +10.7% Added
STNE STONECO LTD-A
$85.2M
1.3%
2,450,303 −165,107 −6.3% Reduced
ATRAGBX ATARA BIOTHERAPEUTICS INC
$72.1M
1.1%
5,103,963 +2,871,487 +128.6% Added
MGM MGM RESORTS INTERNATIONAL
$65.9M
1.0%
2,378,318 −2,149,055 −47.5% Reduced
FISV FISERV INC
$63.0M
0.9%
608,351 −674,299 −52.6% Reduced
HLT HILTON WORLDWIDE HOLDINGS IN
$63.0M
0.9%
676,490 +676,490 New
KKR KKR & CO INC
$55.2M
0.8%
2,054,800 +129,228 +6.7% Added
AGCO AGCO CORP
$49.7M
0.7%
656,321 +656,321 New
FLT1EUR FLEETCOR TECHNOLOGIES INC
$36.1M
0.5%
125,983 +125,983 New
WCGEUR WELLCARE HEALTH PLANS INC
$35.0M
0.5%
135,014 +135,014 New
DOW DOW INC
$34.8M
0.5%
730,439 −1,107,887 −60.3% Reduced
QSR RESTAURANT BRANDS INTERN
$32.8M
0.5%
461,631 +461,631 New
BUD ANHEUSER-BUSCH INBEV-SPN ADR
$28.0M
0.4%
294,045 −133,600 −31.2% Reduced
IPHI INPHI CORP
$27.9M
0.4%
457,444 +457,444 New
KSS KOHLS CORP
$23.1M
0.3%
464,243 +414,013 +824.2% Added
NWL NEWELL BRANDS INC
$20.2M
0.3%
1,079,218 +1,079,218 New
PYPL PAYPAL HOLDINGS INC
$19.8M
0.3%
191,600 +191,600 New
LULU LULULEMON ATHLETICA INC
$17.9M
0.3%
92,972 −31,418 −25.3% Reduced
FTNT FORTINET INC
$17.9M
0.3%
232,795 +167,915 +258.8% Added
GIS GENERAL MILLS INC
$17.5M
0.3%
318,271 +318,271 New
DKS DICK'S SPORTING GOODS INC
$17.0M
0.2%
415,659 +270,899 +187.1% Added
ZUMZ ZUMIEZ INC
$16.5M
0.2%
520,932 +160,682 +44.6% Added
SKAA SKECHERS USA INC-CL A
$15.5M
0.2%
415,079 −115,991 −21.8% Reduced
AMZN AMAZON.COM INC
$15.4M
0.2%
8,860 −4,534 −33.9% Reduced
WOO FOOT LOCKER INC
$15.0M
0.2%
346,623 +346,623 New
HN9 HANESBRANDS INC
$14.8M
0.2%
965,780 +151,050 +18.5% Added
AAPL APPLE INC
$13.9M
0.2%
62,275 +3,555 +6.1% Added
CHKP CHECK POINT SOFTWARE TECH
$13.8M
0.2%
126,244 +32,204 +34.2% Added
TAK TAKEDA PHARMACEUTIC-SP ADR
$13.1M
0.2%
764,401 −918,487 −54.6% Reduced
SIG SIGNET JEWELERS LTD
$12.8M
0.2%
761,829 +442,109 +138.3% Added
WEN WENDY'S CO
$12.6M
0.2%
628,474 +628,474 New
PANW PALO ALTO NETWORKS INC
$12.2M
0.2%
60,028 +47,058 +362.8% Added
SAM BOSTON BEER COMPANY INC-A
$12.2M
0.2%
33,415 +16,105 +93.0% Added
TWNKEUR HOSTESS BRANDS INC
$12.1M
0.2%
866,992 +599,382 +224.0% Added
OXM OXFORD INDUSTRIES INC
$11.6M
0.2%
162,314 +125,894 +345.7% Added
FLO FLOWERS FOODS INC
$11.5M
0.2%
496,911 +271,721 +120.7% Added
ELF ELF BEAUTY INC
$11.4M
0.2%
651,107 +428,277 +192.2% Added
JNJ JOHNSON & JOHNSON
$11.3M
0.2%
87,603 +18,363 +26.5% Added
CROX CROCS INC
$11.2M
0.2%
402,426 +402,426 New
LUV SOUTHWEST AIRLINES CO
$10.8M
0.2%
200,048 +155,078 +344.8% Added
SHW SHERWIN-WILLIAMS CO
$10.6M
0.2%
19,236 +3,046 +18.8% Added
SBH SALLY BEAUTY HOLDINGS INC
$10.5M
0.2%
702,192 +643,502 +1096.4% Added
UI UBIQUITI INC
$10.4M
0.2%
87,581 +87,581 New
LBEUR L BRANDS INC
$10.2M
0.2%
522,523 +522,523 New
KEL KELLANOVA
$10.0M
0.1%
155,014 +155,014 New
ADBE ADOBE INC
$9.7M
0.1%
35,141 −129,998 −78.7% Reduced
CASY CASEY'S GENERAL STORES INC
$9.6M
0.1%
59,750 −86,840 −59.2% Reduced
PLNT PLANET FITNESS INC - CL A
$9.6M
0.1%
165,562 +132,112 +395.0% Added
PLCE CHILDREN'S PLACE INC
$9.6M
0.1%
124,153 +19,933 +19.1% Added
AAP ADVANCE AUTO PARTS INC
$9.5M
0.1%
57,537 +47,787 +490.1% Added
EAT BRINKER INTERNATIONAL INC
$9.4M
0.1%
220,796 +220,796 New
F FORD MOTOR CO
$9.3M
0.1%
1,018,518 −143,562 −12.4% Reduced
PG PROCTER & GAMBLE CO
$9.2M
0.1%
74,244 −18,946 −20.3% Reduced
STZ CONSTELLATION BRANDS INC-A
$8.8M
0.1%
42,476 +18,056 +73.9% Added
RH RH
$8.5M
0.1%
49,916 +49,916 New
NVDA NVIDIA CORP
$8.4M
0.1%
48,345 +38,525 +392.3% Added
AMD ADVANCED MICRO DEVICES
$8.0M
0.1%
274,578 +274,578 New
RTN1USD RAYTHEON COMPANY
$7.8M
0.1%
39,770 +39,770 New
RMD RESMED INC
$7.7M
0.1%
57,354 +57,354 New
PEP PEPSICO INC
$7.7M
0.1%
56,516 −8,744 −13.4% Reduced
LYB LYONDELLBASELL INDU-CL A
$7.4M
0.1%
82,616 −26,034 −24.0% Reduced
BF/B BROWN-FORMAN CORP-CLASS B
$7.3M
0.1%
116,421 +4,611 +4.1% Added
ORCL ORACLE CORP
$7.3M
0.1%
132,133 +101,073 +325.4% Added
FOSL FOSSIL GROUP INC
$7.0M
0.1%
561,066 +561,066 New
FMC FMC CORP
$7.0M
0.1%
79,866 +79,866 New
PBH PRESTIGE CONSUMER HEALTHCARE
$6.8M
0.1%
197,352 +121,162 +159.0% Added
SBUX STARBUCKS CORP
$6.7M
0.1%
75,714 −231,276 −75.3% Reduced
PCRX PACIRA BIOSCIENCES INC
$6.6M
0.1%
172,380 +172,380 New
AKX ANSYS INC
$6.5M
0.1%
29,477 −123 −0.4% Reduced
RL RALPH LAUREN CORP
$6.5M
0.1%
68,101 −14,839 −17.9% Reduced
CARBUSD CARBONITE INC
$6.5M
0.1%
419,150 +220,160 +110.6% Added
GM GENERAL MOTORS CO
$6.5M
0.1%
172,499 +172,499 New
HPQ HP INC
$6.5M
0.1%
341,643 +199,423 +140.2% Added
CF CF INDUSTRIES HOLDINGS INC
$6.5M
0.1%
131,269 −7,651 −5.5% Reduced
LRCXEUR LAM RESEARCH CORP
$6.5M
0.1%
27,944 +2,584 +10.2% Added
SW5 SOUTHWESTERN ENERGY CO
$6.4M
0.1%
3,327,587 +3,327,587 New
WHR WHIRLPOOL CORP
$6.4M
0.1%
40,105 +20,805 +107.8% Added
BMY BRISTOL-MYERS SQUIBB CO
$6.3M
0.1%
124,512 +3,512 +2.9% Added
XYL XYLEM INC
$6.2M
0.1%
78,096 +78,096 New
ORLY O'REILLY AUTOMOTIVE INC
$6.1M
0.1%
15,206 −6,214 −29.0% Reduced
APD AIR PRODUCTS & CHEMICALS INC
$6.0M
0.1%
27,242 +10,872 +66.4% Added
CTAS CINTAS CORP
$6.0M
0.1%
22,524 +22,524 New
JWNUSD NORDSTROM INC
$6.0M
0.1%
177,981 +177,981 New
INTC INTEL CORP
$6.0M
0.1%
115,734 +115,734 New
LZB LA-Z-BOY INC
$6.0M
0.1%
177,186 +124,226 +234.6% Added
QRVO QORVO INC
$5.9M
0.1%
79,864 −12,056 −13.1% Reduced
MUSA MURPHY USA INC
$5.8M
0.1%
68,477 +68,477 New
LSTR LANDSTAR SYSTEM INC
$5.8M
0.1%
51,773 −1,047 −2.0% Reduced
CHDN CHURCHILL DOWNS INC
$5.8M
0.1%
46,818 −55,462 −54.2% Reduced
CACI CACI INTERNATIONAL INC -CL A
$5.8M
0.1%
24,965 +24,965 New
TSN TYSON FOODS INC-CL A
$5.7M
0.1%
66,265 +66,265 New
DE8 DENNY'S CORP
$5.7M
0.1%
250,101 +250,101 New
WIX WIX.COM LTD
$5.7M
0.1%
48,700 +48,700 New
AIG AMERICAN INTERNATIONAL GROUP
$5.7M
0.1%
101,787 +101,787 New
ALK ALASKA AIR GROUP INC
$5.7M
0.1%
87,299 −24,351 −21.8% Reduced
ANF ABERCROMBIE & FITCH CO-CL A
$5.6M
0.1%
361,358 +361,358 New
CAL CALERES INC
$5.6M
0.1%
240,562 +132,572 +122.8% Added
BEN FRANKLIN TEMPLETON INC
$5.6M
0.1%
192,906 +192,906 New
LPLA LPL FINANCIAL HOLDINGS INC
$5.6M
0.1%
67,934 −1,216 −1.8% Reduced
VOYA VOYA FINANCIAL INC
$5.5M
0.1%
100,433 +100,433 New
EMR EMERSON ELECTRIC CO
$5.4M
0.1%
81,430 +81,430 New
AMP AMERIPRISE FINANCIAL INC
$5.4M
0.1%
37,001 +23,441 +172.9% Added
SYF SYNCHRONY FINANCIAL
$5.4M
0.1%
159,614 +159,614 New
FIVE FIVE BELOW
$5.4M
0.1%
42,954 +42,954 New
DVN DEVON ENERGY CORP
$5.4M
0.1%
224,514 +224,514 New
OXY OCCIDENTAL PETROLEUM CORP
$5.4M
0.1%
121,114 +121,114 New
HD HOME DEPOT INC
$5.4M
0.1%
23,063 −13,787 −37.4% Reduced
PRKS UNITED PARKS & RESORTS INC
$5.3M
0.1%
202,944 +143,724 +242.7% Added
LNWO LIGHT & WONDER INC
$5.3M
0.1%
260,791 +24,581 +10.4% Added
YELP YELP INC
$5.3M
0.1%
152,076 −30,114 −16.5% Reduced
EQT EQT CORP
$5.3M
0.1%
494,942 +494,942 New
ETRA E*TRADE FINANCIAL CORP
$5.2M
0.1%
119,765 +5,025 +4.4% Added
WW6 WW INTERNATIONAL INC
$5.2M
0.1%
138,345 +138,345 New
ACIA ACACIA COMMUNICATIONS INC
$5.2M
0.1%
79,820 +79,820 New
ABT ABBOTT LABORATORIES
$5.2M
0.1%
62,334 +62,334 New
DEO DIAGEO PLC-SPONSORED ADR
$5.2M
0.1%
31,799 +25,049 +371.1% Added
COF CAPITAL ONE FINANCIAL CORP
$5.2M
0.1%
57,129 +47,589 +498.8% Added
MS MORGAN STANLEY
$5.1M
0.1%
120,434 −7,146 −5.6% Reduced
ADNT ADIENT PLC
$5.1M
0.1%
222,334 +222,334 New
MCK MCKESSON CORP
$5.1M
0.1%
37,343 +37,343 New
GS GOLDMAN SACHS GROUP INC
$5.1M
0.1%
24,558 −4,002 −14.0% Reduced
NAVI NAVIENT CORP
$5.1M
0.1%
395,718 +395,718 New
VIAB VIACOM INC-CLASS B
$5.1M
0.1%
210,646 −13,604 −6.1% Reduced
LOGMEUR LOGMEIN INC
$5.0M
0.1%
70,796 −3,144 −4.3% Reduced
OMF ONEMAIN HOLDINGS INC
$5.0M
0.1%
136,649 −5,331 −3.8% Reduced
PBR PETROLEO BRASILEIRO-SPON ADR
$5.0M
0.1%
342,193 −28,317 −7.6% Reduced
COR CENCORA INC
$4.9M
0.1%
59,891 +59,891 New
TRIP TRIPADVISOR INC
$4.9M
0.1%
127,454 +17,384 +15.8% Added
CITUSD CIT GROUP INC
$4.9M
0.1%
108,767 +12,977 +13.5% Added
DVA DAVITA INC
$4.9M
0.1%
86,308 +86,308 New
NXPI NXP SEMICONDUCTORS NV
$4.9M
0.1%
45,011 −10,849 −19.4% Reduced
DISCAUSD DISCOVERY INC - A
$4.9M
0.1%
183,254 −19,486 −9.6% Reduced
NTES NETEASE INC-ADR
$4.8M
0.1%
18,175 −2,815 −13.4% Reduced
NTB BANK OF N.T. BUTTERFIELD&SON
$4.8M
0.1%
163,141 +39,971 +32.5% Added
ACTEUR ALLERGAN PLC
$4.8M
0.1%
28,646 −10,164 −26.2% Reduced
ADY AMEDISYS INC
$4.8M
0.1%
36,715 +36,267 +8095.3% Added
MLNXEUR MELLANOX TECHNOLOGIES LTD
$4.8M
0.1%
43,895 −7,665 −14.9% Reduced
EXPE EXPEDIA GROUP INC
$4.8M
0.1%
35,779 −5,831 −14.0% Reduced
XLNXEUR XILINX INC
$4.8M
0.1%
50,102 −8,678 −14.8% Reduced
VRSN VERISIGN INC
$4.8M
0.1%
25,449 +25,449 New
SONY SONY GROUP CORP - SP ADR
$4.8M
0.1%
80,878 −21,632 −21.1% Reduced
CACC CREDIT ACCEPTANCE CORP
$4.7M
0.1%
10,283 −257 −2.4% Reduced
COST COSTCO WHOLESALE CORP
$4.7M
0.1%
16,306 +16,306 New
CEO CNOOC LTD-SPON ADR
$4.7M
0.1%
30,782 +1,842 +6.4% Added
ZBRA ZEBRA TECHNOLOGIES CORP-CL A
$4.7M
0.1%
22,619 +22,619 New
BERY* BERRY GLOBAL GROUP INC
$4.6M
0.1%
117,741 +5,361 +4.8% Added
CI THE CIGNA GROUP
$4.6M
0.1%
30,459 −4,261 −12.3% Reduced
QCOM QUALCOMM INC
$4.6M
0.1%
60,502 −17,828 −22.8% Reduced
UBER UBER TECHNOLOGIES INC
$4.6M
0.1%
150,071 Held
HZNPN HORIZON THERAPEUTICS PLC
$4.6M
0.1%
167,623 −45,657 −21.4% Reduced
5TC TRUECAR INC
$4.6M
0.1%
1,340,172 +1,340,172 New
SC SANTANDER CONSUMER USA HOLDI
$4.6M
0.1%
178,409 −39,591 −18.2% Reduced
TEVA TEVA PHARMACEUTICAL-SP ADR
$4.5M
0.1%
661,215 +661,215 New
EBAY EBAY INC
$4.5M
0.1%
116,666 −24,344 −17.3% Reduced
BHC BAUSCH HEALTH COS INC
$4.5M
0.1%
208,114 −65,576 −24.0% Reduced
ADSK AUTODESK INC
$4.5M
0.1%
30,701 +18,881 +159.7% Added
CNK CINEMARK HOLDINGS INC
$4.5M
0.1%
116,789 −114,031 −49.4% Reduced
CDNS CADENCE DESIGN SYS INC
$4.5M
0.1%
68,275 −10,595 −13.4% Reduced
IACIEUR IAC/INTERACTIVECORP
$4.5M
0.1%
20,694 −6,906 −25.0% Reduced
FIAT CHRYSLER AUTOMOBILES N
$4.5M
0.1%
347,990 −8,340 −2.3% Reduced
I8R IROBOT CORP
$4.5M
0.1%
72,986 +53,326 +271.2% Added
MCHP MICROCHIP TECHNOLOGY INC
$4.5M
0.1%
48,396 +48,396 New
NEW ORIENTAL ED & TECH GRP I
$4.5M
0.1%
40,347 −5,893 −12.7% Reduced
JKHY JACK HENRY & ASSOCIATES INC
$4.5M
0.1%
30,601 +1,771 +6.1% Added
META META PLATFORMS INC-CLASS A
$4.5M
0.1%
25,019 −491 −1.9% Reduced
RIG TRANSOCEAN LTD
$4.4M
0.1%
985,320 +377,000 +62.0% Added
TECK TECK RESOURCES LTD-CLS B
$4.4M
0.1%
270,306 +12,316 +4.8% Added
PLAY DAVE & BUSTER'S ENTERTAINMEN
$4.3M
0.1%
111,579 +111,579 New
LX LEXINFINTECH HOLDINGS L-ADR
$4.3M
0.1%
432,544 +132,784 +44.3% Added
VEON LTD
$4.3M
0.1%
1,777,506 +1,777,506 New
CTRPUSD CTRIP.COM INTERNATIONAL-ADR
$4.2M
0.1%
143,254 −7,916 −5.2% Reduced
TXN TEXAS INSTRUMENTS INC
$4.2M
0.1%
32,391 −43,709 −57.4% Reduced
CPRI CAPRI HOLDINGS LTD
$4.2M
0.1%
125,826 +12,726 +11.3% Added
MTCHEUR MATCH GROUP INC
$4.2M
0.1%
58,325 +58,325 New
WH WYNDHAM HOTELS & RESORTS INC
$4.1M
0.1%
79,667 +79,667 New
WUBAUSD 58.COM INC-ADR
$4.1M
0.1%
83,494 +15,184 +22.2% Added
BBBYEUR 20230930-DK-BUTTERFLY-1 INC
$4.1M
0.1%
383,098 +383,098 New
SJM JM SMUCKER CO
$4.1M
0.1%
36,939 −31,611 −46.1% Reduced
MIMEEUR MIMECAST LTD
$4.0M
0.1%
111,340 +111,340 New
SYMCEUR SYMANTEC CORP
$3.9M
0.1%
166,991 −124,819 −42.8% Reduced
HTT HIGH TEMPLAR TECH LIMITED
$3.9M
0.1%
572,018 +572,018 New
AA ALCOA CORP
$3.9M
0.1%
195,154 +7,954 +4.2% Added
ALGN ALIGN TECHNOLOGY INC
$3.8M
0.1%
21,016 +4,526 +27.4% Added
NTAP NETAPP INC
$3.8M
0.1%
72,287 +47,647 +193.4% Added
CL COLGATE-PALMOLIVE CO
$3.8M
0.1%
51,602 +7,332 +16.6% Added
HOME AT HOME GROUP INC
$3.8M
0.1%
392,163 +392,163 New
BTU PEABODY ENERGY CORP
$3.8M
0.1%
255,891 +20,291 +8.6% Added
MOMOUSD MOMO INC-SPON ADR
$3.8M
0.1%
121,332 −21,708 −15.2% Reduced
TGT TARGET CORP
$3.7M
0.1%
34,261 +34,261 New
LOGI LOGITECH INTERNATIONAL-REG
$3.6M
0.1%
88,229 −4,591 −4.9% Reduced
GRMN GARMIN LTD
$3.6M
0.1%
42,073 +423 +1.0% Added
BAX BAXTER INTERNATIONAL INC
$3.5M
0.1%
40,524 −48,146 −54.3% Reduced
CPB THE CAMPBELL'S COMPANY
$3.5M
0.1%
75,376 +75,376 New
TMO THERMO FISHER SCIENTIFIC INC
$3.5M
0.1%
12,086 +12,086 New
FEYECHF MANDIANT INC
$3.5M
0.1%
262,428 +159,048 +153.8% Added
ACHC ACADIA HEALTHCARE CO INC
$3.4M
0.1%
109,928 +109,928 New
FLIR FLIR SYSTEMS INC
$3.3M
0.0%
63,165 +63,165 New
EXTR EXTREME NETWORKS INC
$3.3M
0.0%
450,926 +244,146 +118.1% Added
PH PARKER HANNIFIN CORP
$3.2M
0.0%
17,781 +17,781 New
H HYATT HOTELS CORP - CL A
$3.1M
0.0%
42,638 +42,638 New
WING WINGSTOP INC
$2.7M
0.0%
30,388 −137,502 −81.9% Reduced
CSLT1EUR CASTLIGHT HEALTH INC-B
$2.6M
0.0%
1,815,514 Held
CAG CONAGRA BRANDS INC
$2.5M
0.0%
80,174 +80,174 New
THC TENET HEALTHCARE CORP
$2.4M
0.0%
110,571 +110,571 New
MZTI MARZETTI COMPANY
$2.4M
0.0%
17,549 +2,589 +17.3% Added
IP INTERNATIONAL PAPER CO
$2.4M
0.0%
57,871 +31,621 +120.5% Added
BKE BUCKLE INC
$2.4M
0.0%
115,445 +115,445 New
HCA HCA HEALTHCARE INC
$2.4M
0.0%
19,737 +19,737 New
TTC TORO CO
$2.4M
0.0%
32,159 −56,841 −63.9% Reduced
GCO GENESCO INC
$2.2M
0.0%
55,005 +55,005 New
UAL UNITED AIRLINES HOLDINGS INC
$2.2M
0.0%
24,713 +3,973 +19.2% Added
MMM 3M CO
$2.1M
0.0%
12,772 +12,772 New
AAL AMERICAN AIRLINES GROUP INC
$2.0M
0.0%
74,022 +74,022 New
NUE NUCOR CORP
$1.9M
0.0%
37,606 −74,054 −66.3% Reduced
RRGB RED ROBIN GOURMET BURGERS
$1.9M
0.0%
57,242 +12,592 +28.2% Added
KMB KIMBERLY-CLARK CORP
$1.8M
0.0%
13,002 +9,442 +265.2% Added
MFC MANULIFE FINANCIAL CORP
$1.8M
0.0%
98,489 −13,971 −12.4% Reduced
UHS UNIVERSAL HEALTH SERVICES-B
$1.7M
0.0%
11,663 +11,663 New
JBLU JETBLUE AIRWAYS CORP
$1.7M
0.0%
103,051 −646,249 −86.2% Reduced
TSLA TESLA INC
$1.6M
0.0%
6,815 +6,815 New
FTCHQ FARFETCH LTD-CLASS A
$1.6M
0.0%
184,099 +184,099 New
NTGR NETGEAR INC
$1.6M
0.0%
48,718 +31,588 +184.4% Added
WBA* WALGREENS BOOTS ALLIANCE INC
$1.4M
0.0%
25,383 +25,383 New
THO THOR INDUSTRIES INC
$1.4M
0.0%
24,639 +24,639 New
AIY ACTIVISION BLIZZARD INC
$1.4M
0.0%
26,224 +26,224 New
MNRO MONRO INC
$1.4M
0.0%
17,404 −130,006 −88.2% Reduced
FCX FREEPORT-MCMORAN INC
$1.3M
0.0%
139,242 +139,242 New
LABORATORY CORP AMER HLDGS
$1.3M
0.0%
7,806 +7,806 New
KSUEUR KANSAS CITY SOUTHERN
$1.3M
0.0%
9,802 +9,802 New
MIDD MIDDLEBY CORP
$1.3M
0.0%
11,113 +11,113 New
WM WASTE MANAGEMENT INC
$1.3M
0.0%
11,239 +11,239 New
PZZA PAPA JOHN'S INTL INC
$1.3M
0.0%
24,329 −193,961 −88.9% Reduced
MRK MERCK & CO. INC.
$1.3M
0.0%
14,928 +14,928 New
EHC ENCOMPASS HEALTH CORP
$1.3M
0.0%
19,841 +19,841 New
CDK CDK GLOBAL INC
$1.3M
0.0%
26,062 −23,580 −47.5% Reduced
GENERAL ELECTRIC CO
$1.3M
0.0%
139,971 +139,971 New
SGENEUR SEAGEN INC
$1.2M
0.0%
14,462 +14,462 New
TBCH TURTLE BEACH CORP
$1.2M
0.0%
105,490 +105,490 New
DCH DAUCH CORPORATION
$1.2M
0.0%
147,714 +146,224 +9813.7% Added
RS RELIANCE INC
$1.2M
0.0%
12,144 +12,144 New
CW CURTISS-WRIGHT CORP
$1.2M
0.0%
9,206 +9,206 New
VRSK VERISK ANALYTICS INC
$1.2M
0.0%
7,371 +7,371 New
MPWR MONOLITHIC POWER SYSTEMS INC
$1.2M
0.0%
7,451 +7,451 New
UNP UNION PACIFIC CORP
$1.2M
0.0%
7,107 +7,107 New
BIIB BIOGEN INC
$1.1M
0.0%
4,919 +4,919 New
FIS FIDELITY NATIONAL INFO SERV
$1.1M
0.0%
8,459 +8,459 New
MXIM MAXIM INTEGRATED PRODUCTS
$1.1M
0.0%
19,315 +19,315 New
ZTS ZOETIS INC
$1.1M
0.0%
8,827 −66,523 −88.3% Reduced
CR1USD CRANE CO
$1.1M
0.0%
13,497 +13,497 New
AXTA AXALTA COATING SYSTEMS LTD
$1.1M
0.0%
36,027 +36,027 New
COOPER COS INC
$1.1M
0.0%
3,644 +3,644 New
WDAY WORKDAY INC-CLASS A
$1.1M
0.0%
6,335 +6,335 New
OMC OMNICOM GROUP
$1.1M
0.0%
13,740 +13,740 New
MSM MSC INDUSTRIAL DIRECT CO-A
$1.1M
0.0%
14,680 +14,680 New
ATI ATI INC
$1.0M
0.0%
51,819 +51,819 New
GILD GILEAD SCIENCES INC
$1.0M
0.0%
16,160 +16,160 New
SHOE SHOE STATION GROUP INC
$1.0M
0.0%
31,546 +31,546 New
UTHR UNITED THERAPEUTICS CORP
$1.0M
0.0%
12,762 +12,762 New
GPN GLOBAL PAYMENTS INC
$1.0M
0.0%
6,374 +6,374 New
IEX IDEX CORP
$1.0M
0.0%
6,170 +6,170 New
TRMB TRIMBLE INC
$1.0M
0.0%
26,022 +26,022 New
MAS MASCO CORP
$1.0M
0.0%
24,092 +24,092 New
GLW CORNING INC
$975K
0.0%
34,176 −135,904 −79.9% Reduced
SABR SABRE CORP
$969K
0.0%
43,270 +43,270 New
2362120D SINCLAIR BROADCAST GROUP LLC
$961K
0.0%
22,491 −90,779 −80.1% Reduced
HONGBP HONEYWELL INTERNATIONAL INC
$960K
0.0%
5,672 −5,088 −47.3% Reduced
V VISA INC-CLASS A SHARES
$948K
0.0%
5,509 −25,371 −82.2% Reduced
EXEL EXELIXIS INC
$943K
0.0%
53,298 +53,298 New
AMGN AMGEN INC
$941K
0.0%
4,862 +4,862 New
HBM HUDBAY MINERALS INC
$937K
0.0%
259,738 −25,012 −8.8% Reduced
STMP STAMPS.COM INC
$927K
0.0%
12,452 +12,452 New
VRNS VARONIS SYSTEMS INC
$926K
0.0%
15,497 +15,497 New
TECD1USD TECH DATA CORP
$923K
0.0%
8,855 +8,855 New
TTWO TAKE-TWO INTERACTIVE SOFTWRE
$915K
0.0%
7,302 +7,302 New
TFX TELEFLEX INC
$915K
0.0%
2,694 +2,694 New
EXK EXACT SCIENCES CORP
$909K
0.0%
10,060 +10,060 New
CHS1USD CHICO'S FAS INC
$908K
0.0%
225,294 +225,294 New
QEP QEP RESOURCES INC
$907K
0.0%
245,222 +245,222 New
PRLB PROTO LABS INC
$901K
0.0%
8,821 +8,821 New
TRU TRANSUNION
$900K
0.0%
11,095 +11,095 New
TWTR TWITTER INC
$890K
0.0%
21,611 −158,029 −88.0% Reduced
WCC WESCO INTERNATIONAL INC
$888K
0.0%
18,596 +18,596 New
DY DYCOM INDUSTRIES INC
$882K
0.0%
17,275 +17,275 New
AVGO BROADCOM INC
$881K
0.0%
3,191 −9,799 −75.4% Reduced
AJRDEUR AEROJET ROCKETDYNE HOLDINGS
$876K
0.0%
17,350 +17,350 New
ROP ROPER TECHNOLOGIES INC
$870K
0.0%
2,441 +2,441 New
CLGX CORELOGIC INC
$865K
0.0%
18,690 +18,690 New
LVS LAS VEGAS SANDS CORP
$865K
0.0%
14,979 −1,089,734 −98.6% Reduced
BOOM DMC GLOBAL INC
$849K
0.0%
19,293 +19,293 New
MKC MCCORMICK & CO-NON VTG SHRS
$835K
0.0%
5,343 −30,867 −85.2% Reduced
NOW SERVICENOW INC
$824K
0.0%
3,245 +3,245 New
INCY INCYTE CORP
$807K
0.0%
10,875 +10,875 New
EA* ELECTRONIC ARTS INC
$806K
0.0%
8,242 +8,242 New
DIN DINE BRANDS GLOBAL INC
$793K
0.0%
10,449 +10,449 New
URBN URBAN OUTFITTERS INC
$782K
0.0%
27,838 −88,282 −76.0% Reduced
VSAT VIASAT INC
$772K
0.0%
10,244 +10,244 New
MRCY MERCURY SYSTEMS INC
$735K
0.0%
9,061 +9,061 New
ROST ROSS STORES INC
$722K
0.0%
6,574 −44,906 −87.2% Reduced
ABG ASBURY AUTOMOTIVE GROUP
$648K
0.0%
6,331 +6,331 New
DECK DECKERS OUTDOOR CORP
$645K
0.0%
4,379 −132,641 −96.8% Reduced
GRPNCHF GROUPON INC
$620K
0.0%
233,136 −914,954 −79.7% Reduced
ETSY ETSY INC
$577K
0.0%
10,208 −75,112 −88.0% Reduced
AN AUTONATION INC
$566K
0.0%
11,163 +11,163 New
SHOO STEVEN MADDEN LTD
$542K
0.0%
15,130 −26,820 −63.9% Reduced
SMG SCOTTS MIRACLE-GRO CO
$510K
0.0%
5,009 −57,681 −92.0% Reduced
CAR AVIS BUDGET GROUP INC
$484K
0.0%
17,123 −937 −5.2% Reduced
MU MICRON TECHNOLOGY INC
$344K
0.0%
8,032 −4,438 −35.6% Reduced
ACCO ACCO BRANDS CORP
$328K
0.0%
33,244 +33,244 New
WORK SLACK TECHNOLOGIES INC- CL A
$292K
0.0%
12,300 Held
SNBRQ SLEEP NUMBER CORP
$267K
0.0%
6,473 −46,117 −87.7% Reduced
PINS PINTEREST INC- CLASS A
$250K
0.0%
9,438 Held
ROKU ROKU INC
$93K
0.0%
911 +911 New
GU9 GUESS? INC
$4K
0.0%
199 −371,111 −99.9% Reduced

Sold positions

95 closed in Q3 2019 · shares & value as of prior filing
Holding Shares sold Prior value
CTVA CORTEVA INC
3,310,296 $97.9M
IAA-WUSD IAA INC
2,040,335 $79.1M
NKE NIKE INC -CL B
765,739 $64.3M
EXP EAGLE MATERIALS INC
410,262 $38.0M
SNPS SYNOPSYS INC
276,299 $35.6M
WYNN WYNN RESORTS LTD
275,777 $34.2M
DAL DELTA AIR LINES INC
307,690 $17.5M
JACK JACK IN THE BOX INC
204,390 $16.6M
VFC VF CORP
190,300 $16.6M
M MACY'S INC
752,610 $16.2M
DRI DARDEN RESTAURANTS INC
129,120 $15.7M
LITE LUMENTUM HOLDINGS INC
281,158 $15.0M
TXRH TEXAS ROADHOUSE INC
268,496 $14.4M
CAKE CHEESECAKE FACTORY INC
318,070 $13.9M
GT GOODYEAR TIRE & RUBBER CO
788,590 $12.1M
MTB M & T BANK CORP
70,810 $12.0M
TD TORONTO-DOMINION BANK
200,360 $11.7M
ADM ARCHER-DANIELS-MIDLAND CO
285,960 $11.7M
HAE HAEMONETICS CORP/MASS
89,560 $10.8M
SNA SNAP-ON INC
60,730 $10.1M
HAS HASBRO INC
75,130 $7.9M
OZK BANK OZK
263,690 $7.9M
CTXSEUR CITRIX SYSTEMS INC
80,260 $7.9M
L3 TECHNOLOGIES INC
31,020 $7.6M
BTG B2GOLD CORP
2,361,440 $7.2M
UAA UNDER ARMOUR INC-CLASS A
277,630 $7.0M
FAST FASTENAL CO
205,720 $6.7M
BBY BEST BUY CO INC
91,990 $6.4M
BURL BURLINGTON STORES INC
37,240 $6.3M
LEXEA LIBERTY EXPEDIA HOLD-A
130,650 $6.2M
HCC WARRIOR MET COAL INC
234,220 $6.1M
WWEUSD WORLD WRESTLING ENTERTAIN-A
84,160 $6.1M
UNUSD UNILEVER N V -NY SHARES
99,130 $6.0M
GNW GENWORTH FINANCIAL INC
1,608,910 $6.0M
TPR TAPESTRY INC
185,420 $5.9M
MOH MOLINA HEALTHCARE INC
40,560 $5.8M
XOGEUR EXTRACTION OIL & GAS INC
1,329,860 $5.8M
MTH MERITAGE HOMES CORP
111,821 $5.7M
TAP MOLSON COORS BEVERAGE CO - B
102,090 $5.7M
HUN HUNTSMAN CORP
277,770 $5.7M
FBCUSD FLAGSTAR BANCORP INC
167,900 $5.6M
NTRS NORTHERN TRUST CORP
61,730 $5.6M
TSM TAIWAN SEMICONDUCTOR-SP ADR
136,970 $5.4M
MERC MERCER INTERNATIONAL INC
340,130 $5.3M
AVYAUSD AVAYA HOLDINGS CORP
441,230 $5.3M
LIVN LIVANOVA PLC
71,240 $5.1M
VMW* VMWARE INC-CLASS A
28,350 $4.7M
BRIGHTSPHERE INVESTMNT GRP P
414,540 $4.7M
ETD ETHAN ALLEN INTERIORS INC
215,845 $4.5M
PRGO PERRIGO CO PLC
94,610 $4.5M
ZBH ZIMMER BIOMET HOLDINGS INC
37,220 $4.4M
WSM WILLIAMS-SONOMA INC
67,370 $4.4M
SINA SINA CORP
98,840 $4.3M
GTN GRAY MEDIA INC
252,690 $4.1M
UBNTEUR UBIQUITI NETWORKS INC
31,400 $4.1M
MDSOEUR MEDIDATA SOLUTIONS INC
45,550 $4.1M
KHC KRAFT HEINZ CO
121,900 $3.8M
HSY HERSHEY CO
27,910 $3.7M
MNKGBP MALLINCKRODT PLC
384,810 $3.5M
STLD STEEL DYNAMICS INC
116,720 $3.5M
OSK OSHKOSH CORP
42,160 $3.5M
CERNCHF CERNER CORP
47,800 $3.5M
BYD BOYD GAMING CORP
129,000 $3.5M
BGS B&G FOODS INC
158,590 $3.3M
ENDPUSD ENDO INTERNATIONAL PLC
748,640 $3.1M
NUS NU SKIN ENTERPRISES INC - A
61,250 $3.0M
ETN EATON CORP PLC
34,990 $2.9M
INGERSOLL-RAND PLC
22,480 $2.8M
YUM YUM! BRANDS INC
23,880 $2.6M
PII POLARIS INC
27,740 $2.5M
BXUSD BLACKSTONE GROUP LP
56,750 $2.5M
CSCO CISCO SYSTEMS INC
44,860 $2.5M
AMC ENTMT HLDGS INC
235,890 $2.2M
WMT WALMART INC
19,760 $2.2M
USFD US FOODS HOLDING CORP
60,520 $2.2M
IBM INTL BUSINESS MACHINES CORP
14,880 $2.1M
AZO AUTOZONE INC
1,850 $2.0M
LMT LOCKHEED MARTIN CORP
5,390 $2.0M
TJX TJX COMPANIES INC
33,360 $1.8M
CHD CHURCH & DWIGHT CO INC
23,780 $1.7M
HB6 HIBBETT INC
94,900 $1.7M
CLX CLOROX COMPANY
10,730 $1.6M
JBL JABIL INC
46,530 $1.5M
MIKUSD MICHAELS COS INC
126,750 $1.1M
UFS DOMTAR CORP
24,300 $1.1M
KR KROGER CO
42,210 $916K
SHAK SHAKE SHACK INC - CLASS A
12,340 $891K
JJSF J & J SNACK FOODS CORP
5,190 $835K
DELL DELL TECHNOLOGIES -C
15,070 $766K
NIO NIO INC - ADR
158,310 $404K
ALLE ALLEGION PLC
3,000 $332K
VIPS VIPSHOP HOLDINGS LTD - ADR
18,320 $158K
EMN EASTMAN CHEMICAL CO
2,020 $157K
DG DOLLAR GENERAL CORP
529 $71K
WTWEUR WW INTERNATIONAL INC
2,186 $42K

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.