Q3  2015 |
≡ |
ENDP - Endo International plc |
Add 8.11% |
289,524 |
0.09 |
≡ |
JD - JD.com Inc. |
Add 3.83% |
1,605,441 |
0.19 |
≡ |
HBI - Hanesbrands Inc. |
Add 1.34% |
101,579 |
0.01 |
≡ |
MHK - Mohawk Industries |
Add 0.66% |
12,885 |
0.01 |
≡ |
AMZN - Amazon.com Inc. |
Buy |
38,740,040 |
4.43 |
≡ |
STZ - Constellation Brands |
Buy |
4,684,214 |
2.62 |
≡ |
DLTR - Dollar Tree Inc. |
Buy |
5,139,395 |
1.53 |
≡ |
MBLY - Mobileye Global Inc. |
Buy |
6,394,066 |
1.30 |
≡ |
ATVI - Activision Blizzard Inc. |
Buy |
9,293,749 |
1.28 |
≡ |
TAP - Molson Coors Beverage Co. |
Buy |
1,944,601 |
0.72 |
≡ |
EXPE - Expedia Group Inc. |
Buy |
1,094,269 |
0.58 |
≡ |
AXP - American Express |
Buy |
1,000 |
0.00 |
≡ |
DEO - Diageo ADR |
Buy |
1,000 |
0.00 |
Q2  2015 |
≡ |
VMC - Vulcan Materials |
Add 143.50% |
2,039,102 |
0.76 |
≡ |
WBA - Walgreens Boots Alliance |
Add 101.13% |
2,613,677 |
0.98 |
≡ |
ILMN - Illumina Inc. |
Add 96.48% |
2,788,434 |
2.71 |
≡ |
MSFT - Microsoft Corp. |
Add 83.61% |
12,112,415 |
2.38 |
≡ |
CHTR - Charter Communications |
Add 61.58% |
2,049,333 |
1.56 |
≡ |
ANET - Arista Networks Inc. |
Add 27.17% |
405,100 |
0.15 |
≡ |
NKE - NIKE Inc. |
Add 26.01% |
2,954,400 |
0.71 |
≡ |
FNF - Fidelity National Financial Inc. |
Add 23.13% |
1,817,299 |
0.30 |
≡ |
META - Meta Platforms Inc. |
Add 20.41% |
1,654,800 |
0.63 |
≡ |
LOW - Lowe's Cos. |
Add 19.23% |
1,137,583 |
0.34 |
≡ |
WMB - Williams Cos. |
Add 16.04% |
1,927,849 |
0.49 |
≡ |
EQIX - Equinix Inc. |
Add 10.13% |
276,566 |
0.31 |
≡ |
ENDP - Endo International plc |
Add 9.17% |
300,000 |
0.11 |
≡ |
FWONA - Liberty Media Corp Formula One Series A |
Add 9.11% |
251,555 |
0.04 |
≡ |
JD - JD.com Inc. |
Add 8.73% |
3,363,298 |
0.51 |
≡ |
SWI - SolarWinds Corp. |
Add 5.54% |
132,100 |
0.03 |
≡ |
FWONK - Liberty Media Corp Formula One Series C |
Add 1.25% |
56,574 |
0.01 |
≡ |
AGN - Allergan Plc |
Buy |
2,297,966 |
3.10 |
≡ |
HBI - Hanesbrands Inc. |
Buy |
7,588,105 |
1.12 |
≡ |
AAP - Advance Auto Parts |
Buy |
1,217,455 |
0.86 |
≡ |
HZNP - Horizon Therapeutics plc |
Buy |
3,204,972 |
0.49 |
≡ |
PRGO - Perrigo Co. |
Buy |
375,924 |
0.31 |
≡ |
CSX - CSX Corp. |
Buy |
6,264,900 |
0.30 |
≡ |
EA - Electronic Arts |
Buy |
794,440 |
0.23 |
≡ |
SCHW - Charles Schwab Corp. |
Buy |
748,520 |
0.11 |
≡ |
KSU - Kansas City Southern |
Buy |
231,220 |
0.09 |
Q1  2015 |
≡ |
JD - JD.com Inc. |
Add 336.93% |
29,709,608 |
3.72 |
≡ |
AAPL - Apple Inc. |
Add 213.10% |
18,617,600 |
2.47 |
≡ |
MSFT - Microsoft Corp. |
Add 165.80% |
9,036,165 |
1.57 |
≡ |
DVA - DaVita HealthCare Partners |
Add 38.47% |
1,515,605 |
0.53 |
≡ |
V - Visa Inc. |
Add 34.21% |
2,424,192 |
0.68 |
≡ |
TDG - TransDigm Group Inc. |
Add 23.99% |
428,587 |
0.40 |
≡ |
ANET - Arista Networks Inc. |
Add 12.46% |
165,179 |
0.05 |
≡ |
CHTR - Charter Communications |
Add 1.80% |
58,947 |
0.05 |
≡ |
CPRI - Capri Holdings Ltd |
Add 1.35% |
149,600 |
0.04 |
≡ |
WMB - Williams Cos. |
Buy |
12,015,299 |
2.59 |
≡ |
NKE - NIKE Inc. |
Buy |
11,357,320 |
2.43 |
≡ |
ACT-OLD - Actavis plc |
Buy |
1,832,314 |
2.33 |
≡ |
ILMN - Illumina Inc. |
Buy |
2,890,103 |
2.29 |
≡ |
LOW - Lowe's Cos. |
Buy |
5,916,304 |
1.88 |
≡ |
ENDP - Endo International plc |
Buy |
3,270,117 |
1.25 |
≡ |
FNF - Fidelity National Financial Inc. |
Buy |
7,855,396 |
1.23 |
≡ |
SUNE - SunEdison Inc. |
Buy |
11,212,785 |
1.15 |
≡ |
FWONK - Liberty Media Corp Formula One Series C |
Buy |
4,514,617 |
0.74 |
≡ |
HDB - HDFC Bank Ltd. |
Buy |
2,014,620 |
0.51 |
≡ |
MTG - MGIC Investment |
Buy |
12,403,003 |
0.51 |
≡ |
VMC - Vulcan Materials |
Buy |
1,420,997 |
0.51 |
≡ |
FWONA - Liberty Media Corp Formula One Series A |
Buy |
2,761,506 |
0.45 |
Q4  2014 |
≡ |
ADSK - Autodesk Inc. |
Add 228.60% |
10,061,891 |
2.58 |
≡ |
BKNG - Booking Holdings Inc. |
Add 91.73% |
668,968 |
3.26 |
≡ |
ANET - Arista Networks Inc. |
Add 83.54% |
603,364 |
0.15 |
≡ |
META - Meta Platforms Inc. |
Add 56.31% |
4,864,102 |
1.62 |
≡ |
EQIX - Equinix Inc. |
Add 46.86% |
1,241,429 |
1.20 |
≡ |
DG - Dollar General |
Add 38.82% |
3,612,267 |
1.09 |
≡ |
MA - Mastercard Inc. |
Add 32.80% |
4,947,673 |
1.82 |
≡ |
LNG - Cheniere Energy Inc. |
Add 27.68% |
1,912,013 |
0.57 |
≡ |
ADBE - Adobe Inc. |
Add 6.21% |
712,237 |
0.22 |
≡ |
JAZ-OLD - Jazz Technologies Inc. |
Add 5.31% |
95,047 |
0.07 |
≡ |
CHTR - Charter Communications |
Add 5.26% |
163,218 |
0.12 |
≡ |
CP - Canadian Pacific Kansas City |
Add 2.22% |
390,010 |
0.06 |
≡ |
V - Visa Inc. |
Buy |
7,086,076 |
1.98 |
≡ |
HCA - HCA Healthcare Inc. |
Buy |
5,836,872 |
1.83 |
≡ |
DVA - DaVita HealthCare Partners |
Buy |
3,940,169 |
1.28 |
≡ |
COO-OLD - Cooper Companies |
Buy |
1,750,283 |
1.21 |
≡ |
GRA - WR Grace & Co. |
Buy |
2,902,557 |
1.18 |
≡ |
VIPS - Vipshop Holdings Ltd |
Buy |
13,935,727 |
1.16 |
≡ |
WBA - Walgreens Boots Alliance |
Buy |
3,553,779 |
1.16 |
≡ |
NFLX - Netflix Inc. |
Buy |
5,457,529 |
1.14 |
≡ |
AAPL - Apple Inc. |
Buy |
8,736,488 |
1.03 |
≡ |
JD - JD.com Inc. |
Buy |
8,817,652 |
0.87 |
≡ |
CDK-OLD - CDK Global Inc. |
Buy |
2,894,255 |
0.50 |
≡ |
CVLT - CommVault Systems Inc. |
Buy |
1,321,288 |
0.29 |
Q3  2014 |
≡ |
LNG - Cheniere Energy Inc. |
Add 1116.86% |
6,339,309 |
2.03 |
≡ |
WSM - Williams-Sonoma Inc. |
Add 196.02% |
5,814,796 |
0.77 |
≡ |
TRIP - TripAdvisor Inc. |
Add 153.31% |
1,677,351 |
0.61 |
≡ |
TDG - TransDigm Group Inc. |
Add 82.44% |
807,441 |
0.60 |
≡ |
TIF - Tiffany & Co. |
Add 61.65% |
2,613,149 |
1.01 |
≡ |
CPRI - Capri Holdings Ltd |
Add 38.43% |
4,428,902 |
1.26 |
≡ |
ANET - Arista Networks Inc. |
Add 36.51% |
193,162 |
0.07 |
≡ |
WYNN - Wynn Resorts Ltd. |
Add 35.44% |
733,936 |
0.55 |
≡ |
DG - Dollar General |
Add 30.90% |
2,196,502 |
0.54 |
≡ |
MA - Mastercard Inc. |
Add 28.19% |
3,316,475 |
0.98 |
≡ |
SAVE - Spirit Airlines |
Add 21.76% |
761,672 |
0.21 |
≡ |
EQIX - Equinix Inc. |
Add 15.22% |
349,844 |
0.30 |
≡ |
CMCSA - Comcast Corp. |
Add 13.34% |
3,242,340 |
0.35 |
≡ |
CPAY - Corpay Inc. |
Add 9.12% |
550,620 |
0.31 |
≡ |
BHC - Bausch Health |
Add 8.89% |
896,490 |
0.47 |