Holdings
| PRICELINE COM INC | $577.3M | 9.7% | 571,000 | +97,000 | +20.5% | Added |
| TWENTY FIRST CENTY FOX INC | $533.6M | 8.9% | 15,925,000 | +15,925,000 | — | New |
| DG DOLLAR GENERAL CORP | $338.8M | 5.7% | 6,000,000 | — | — | Held |
| CRI CARTER'S INC | $311.9M | 5.2% | 4,110,000 | +110,000 | +2.8% | Added |
| LBTYKUSD LIBERTY GLOBAL PLC- C | $301.7M | 5.1% | 4,000,000 | −300,000 | −7.0% | Reduced |
| YAHOO INC | $265.4M | 4.4% | 8,000,000 | +8,000,000 | — | New |
| COCA COLA ENTERPRISES INC NE | $259.4M | 4.3% | 6,450,000 | +1,050,000 | +19.4% | Added |
| TDG TRANSDIGM GROUP INC | $249.7M | 4.2% | 1,800,000 | +1,270,000 | +239.6% | Added |
| FIS FIDELITY NATIONAL INFO SERV | $240.3M | 4.0% | 5,175,000 | +175,000 | +3.5% | Added |
| AMZN AMAZON.COM INC | $237.6M | 4.0% | 760,000 | −224,000 | −22.8% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $235.7M | 3.9% | 2,140,000 | −100,000 | −4.5% | Reduced |
| MA MASTERCARD INC - A | $235.5M | 3.9% | 350,000 | −150,000 | −30.0% | Reduced |
| MSI MOTOROLA SOLUTIONS INC | $222.7M | 3.7% | 3,750,000 | +750,000 | +25.0% | Added |
| GRPNCHF GROUPON INC | $201.8M | 3.4% | 18,000,000 | — | — | Held |
| LIBERTY MEDIA CORP DELAWARE | $194.2M | 3.3% | 1,320,000 | −2,525,000 | −65.7% | Reduced |
| COLFAX CORP | $142.4M | 2.4% | 2,520,000 | −1,200,000 | −32.3% | Reduced |
| BURGER KING WORLDWIDE INC | $140.5M | 2.4% | 7,200,000 | — | — | Held |
| NFLX NETFLIX INC | $136.1M | 2.3% | 440,000 | +125,000 | +39.7% | Added |
| CMCSA COMCAST CORP-CLASS A | $135.3M | 2.3% | 3,000,000 | +1,065,000 | +55.0% | Added |
| SSYS STRATASYS LTD | $131.6M | 2.2% | 1,300,000 | — | — | Held |
| INTC CALL INTEL CORP | $120.3M | 2.0% | 5,250,000 | +5,250,000 | — | New |
| V VISA INC-CLASS A SHARES | $117.5M | 2.0% | 615,000 | −655,000 | −51.6% | Reduced |
| MMYT MAKEMYTRIP LTD | $106.6M | 1.8% | 7,184,866 | — | — | Held |
| GRA1EUR WR GRACE & CO | $94.8M | 1.6% | 1,085,000 | −795,000 | −42.3% | Reduced |
| TAL TAL EDUCATION GROUP- ADR | $73.2M | 1.2% | 5,050,000 | −2,400,000 | −32.2% | Reduced |
| DDD 3D SYSTEMS CORP | $68.8M | 1.2% | 1,274,456 | — | — | Held |
| LIBERTY INTERACTIVE CORP | $61.4M | 1.0% | 696,000 | +696,000 | — | New |
| RCL PUT ROYAL CARIBBEAN CRUISES LTD | $53.6M | 0.9% | 1,400,000 | — | — | Held |
| CHARTER COMMUNICATIONS INC D | $37.7M | 0.6% | 280,000 | −239,000 | −46.1% | Reduced |
| UTI WORLDWIDE INC | $33.3M | 0.6% | 2,205,000 | +675,000 | +44.1% | Added |
| SODASTREAM INTERNATIONAL LTD | $24.9M | 0.4% | 400,000 | +400,000 | — | New |
| BIO-REFERENCE LABS INC | $21.5M | 0.4% | 720,000 | — | — | Held |
| TRIP TRIPADVISOR INC | $20.5M | 0.3% | 270,000 | +270,000 | — | New |
| SOLARCITY CORP | $17.3M | 0.3% | 500,000 | +500,000 | — | New |
| VRA VERA BRADLEY INC | $16.2M | 0.3% | 790,884 | −116,516 | −12.8% | Reduced |
| MD PUT PEDIATRIX MEDICAL GROUP INC | $10.0M | 0.2% | 100,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NEWS CORP | 15,665,000 | $510.4M |
| 2362120D SINCLAIR BROADCAST GROUP LLC | 3,237,600 | $95.1M |
| QCOM QUALCOMM INC | 1,400,000 | $85.5M |
| MCGRAW HILL FINL INC PUT | 1,500,000 | $79.8M |
| DONNELLEY R R & SONS CO | 3,498,394 | $49.0M |
| YYEUR YY INC-ADR | 1,479,684 | $39.7M |
| CAR AVIS BUDGET GROUP INC | 1,330,000 | $38.2M |
| VSIUSD VITAMIN SHOPPE INC | 650,000 | $29.1M |
| PBI PITNEY BOWES INC | 1,840,000 | $27.0M |
| UNITED STATES NATL GAS FUND CALL | 1,300,000 | $24.6M |
| COMCAST CORP NEW | 350,000 | $13.9M |
| COTY COTY INC-CL A | 750,000 | $12.9M |
| LITBUSD LIGHTINTHEBOX HOLDING-ADR | 400,000 | $5.4M |
| RCL ROYAL CARIBBEAN CRUISES LTD | 150,000 | $5.0M |
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.