0001172661-15-002018.txt : 20151116 0001172661-15-002018.hdr.sgml : 20151116 20151116090732 ACCESSION NUMBER: 0001172661-15-002018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151116 DATE AS OF CHANGE: 20151116 EFFECTIVENESS DATE: 20151116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIRIOS CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001104883 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05369 FILM NUMBER: 151231916 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 BUSINESS PHONE: 617-598-5100 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001104883 XXXXXXXX 09-30-2015 09-30-2015 false SIRIOS CAPITAL MANAGEMENT L P
One International Place Boston MA 02110-2649
13F COMBINATION REPORT 028-05369 0001390777 028-12592 Bank of New York Mellon Corp N
John F. Brennan, Jr. Managing Director 617-598-5100 /s/ John F. Brennan, Jr. Boston MA 11-16-2015 1 54 3050756 1 0001104884 028-05371 BRENNAN JOHN F JR
INFORMATION TABLE 2 infotable.xml ACUITY BRANDS INC COM 00508Y102 8384 47752 SH OTR 1 0 47588 164 ALLERGAN PLC SHS G0177J108 145495 535282 SH OTR 1 0 533372 1910 BANK AMER CORP COM 060505104 172130 11048119 SH OTR 1 0 11008458 39661 BANK OF THE OZARKS INC COM 063904106 74610 1704985 SH OTR 1 0 1699286 5699 BLUE BUFFALO PET PRODS INC COM 09531U102 14792 825898 SH OTR 1 0 822920 2978 CARNIVAL CORP PAIRED CTF 143658300 65355 1314996 SH OTR 1 0 1309787 5209 CITRIX SYS INC COM 177376100 40689 587316 SH OTR 1 0 585176 2140 COLONY CAP INC CL A 19624R106 12635 645937 SH OTR 1 0 645937 0 COMMVAULT SYSTEMS INC COM 204166102 30112 886689 SH OTR 1 0 883453 3236 COMPUTER SCIENCES CORP COM 205363104 55593 905713 SH OTR 1 0 902464 3249 CONSTELLATION BRANDS INC CL A 21036P108 165644 1322931 SH OTR 1 0 1317567 5364 DISH NETWORK CORP CL A 25470M109 125254 2146965 SH OTR 1 0 2137398 9567 DOLLAR TREE INC COM 256746108 104530 1568111 SH OTR 1 0 1562876 5235 E M C CORP MASS COM 268648102 88072 3645359 SH OTR 1 0 3632130 13229 EDWARDS LIFESCIENCES CORP COM 28176E108 9256 65107 SH OTR 1 0 65107 0 ENDO INTL PLC SHS G30401106 16913 244123 SH OTR 1 0 244123 0 FEDEX CORP COM 31428X106 129440 899014 SH OTR 1 0 895778 3236 GILEAD SCIENCES INC COM 375558103 60319 614311 SH OTR 1 0 612145 2166 GOOGLE INC CL A 38259P508 85914 134584 SH OTR 1 0 134094 490 HCA HOLDINGS INC COM 40412C101 48672 629160 SH OTR 1 0 626852 2308 HDFC BANK LTD ADR REPS 3 SHS 40415F101 12444 203703 SH OTR 1 0 203703 0 HFF INC CL A 40418F108 7018 207866 SH OTR 1 0 207866 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 42995 182966 SH OTR 1 0 182308 658 INTUIT COM 461202103 22724 256046 SH OTR 1 0 255131 915 JPMORGAN CHASE & CO COM 46625H100 37481 614746 SH OTR 1 0 612270 2476 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 35874 1801789 SH OTR 1 0 1795472 6317 LAMAR ADVERTISING CO NEW CL A 512816109 58575 1122558 SH OTR 1 0 1118561 3997 MONSANTO CO NEW COM 61166W101 36633 429255 SH OTR 1 0 427752 1503 NORTHSTAR RLTY FIN CORP COM NEW 66704R704 90272 7309474 SH OTR 1 0 7283513 25961 OLD DOMINION FGHT LINES INC COM 679580100 74057 1214052 SH OTR 1 0 1209629 4423 OM ASSET MGMT PLC SHS G67506108 19640 1273699 SH OTR 1 0 1270115 3584 PRECISION CASTPARTS CORP COM 740189105 39310 171130 SH OTR 1 0 170511 619 PTC INC COM 69370C100 46188 1455206 SH OTR 1 0 1449984 5222 RADWARE LTD ORD M81873107 13266 815863 SH OTR 1 0 812885 2978 REALOGY HLDGS CORP COM 75605Y106 94346 2507200 SH OTR 1 0 2499077 8123 REGIONS FINL CORP NEW COM 7591EP100 58243 6464288 SH OTR 1 0 6446624 17664 RUCKUS WIRELESS INC COM 781220108 20678 1740557 SH OTR 1 0 1734187 6370 SAIA INC COM 78709Y105 16579 535677 SH OTR 1 0 533820 1857 SHERWIN WILLIAMS CO COM 824348106 63621 285578 SH OTR 1 0 284598 980 SIGNATURE BK NEW YORK N Y COM 82669G104 90606 658667 SH OTR 1 0 656295 2372 SIRIUS XM HLDGS INC COM 82968B103 8899 2379500 SH OTR 1 0 2379500 0 SMUCKER J M CO COM NEW 832696405 119067 1043620 SH OTR 1 0 1039855 3765 SOLARWINDS INC COM 83416B109 24610 627164 SH OTR 1 0 624804 2360 SPDR S&P 500 ETF TR TR UNIT 78462F103 60057 313400 SH OTR 1 0 313400 0 ST JUDE MED INC COM 790849103 10496 166365 SH OTR 1 0 166365 0 STERIS CORP COM 859152100 7012 107932 SH OTR 1 0 107932 0 SYMANTEC CORP COM 871503108 36827 1891450 SH OTR 1 0 1884681 6769 T MOBILE US INC COM 872590104 106224 2668285 SH OTR 1 0 2658705 9580 TIME WARNER INC COM NEW 887317303 178074 2590170 SH OTR 1 0 2579997 10173 UNIVERSAL HLTH SVCS INC CL B 913903100 57338 459400 SH OTR 1 0 457208 2192 VALEANT PHARMACEUTICALS INTL COM 91911K102 54579 305968 SH OTR 1 0 304820 1148 VISA INC COM CL A 92826C839 1849 26547 SH OTR 1 0 26494 53 WESTERN ALLIANCE BANCORP COM 957638109 14877 484449 SH OTR 1 0 484449 0 WESTERN DIGITAL CORP COM 958102105 36488 459315 SH OTR 1 0 457665 1650