0001172661-16-003698.txt : 20160810 0001172661-16-003698.hdr.sgml : 20160810 20160810150246 ACCESSION NUMBER: 0001172661-16-003698 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160810 DATE AS OF CHANGE: 20160810 EFFECTIVENESS DATE: 20160810 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: 161821231 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 06-30-2016 06-30-2016 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 08-10-2016 1 47 2084057 1 0001104884 028-05371 BRENNAN JOHN F JR
INFORMATION TABLE 2 infotable.xml ACADIA HEALTHCARE COMPANY IN COM 00404A109 46870 846028 SH OTR 1 0 836698 9330 AFFILIATED MANAGERS GROUP COM 008252108 66404 471725 SH OTR 1 0 466314 5411 ALLERGAN PLC SHS G0177J108 193330 836600 SH OTR 1 0 826812 9788 ALPHABET INC CAP STK CL A 02079K305 29105 41369 SH OTR 1 0 40875 494 AMBARELLA INC SHS G037AX101 2144 42190 SH OTR 1 0 42190 0 APACHE CORP COM 037411105 6557 117787 SH OTR 1 0 116390 1397 BANK AMER CORP COM 060505104 114451 8624774 SH OTR 1 0 8521090 103684 BANK OF THE OZARKS INC COM 063904106 59155 1576631 SH OTR 1 0 1557725 18906 BECTON DICKINSON & CO COM 075887109 46690 275311 SH OTR 1 0 272873 2438 BIOGEN INC COM 09062X103 6746 27896 SH OTR 1 0 27896 0 BRISTOL MYERS SQUIBB CO COM 110122108 77994 1060421 SH OTR 1 0 1047607 12814 BROOKDALE SR LIVING INC COM 112463104 5452 353123 SH OTR 1 0 353123 0 COMMVAULT SYSTEMS INC COM 204166102 26722 618720 SH OTR 1 0 613631 5089 CONSTELLATION BRANDS INC CL A 21036P108 124799 754530 SH OTR 1 0 745516 9014 CSRA INC COM 12650T104 18640 795568 SH OTR 1 0 787546 8022 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 22877 906722 SH OTR 1 0 890891 15831 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11900 498936 SH OTR 1 0 498936 0 DISH NETWORK CORP CL A 25470M109 73460 1401904 SH OTR 1 0 1385087 16817 FACEBOOK INC CL A 30303M102 6551 57328 SH OTR 1 0 57328 0 FEDEX CORP COM 31428X106 88770 584862 SH OTR 1 0 577860 7002 FIFTH THIRD BANCORP COM 316773100 10693 607882 SH OTR 1 0 607882 0 GILEAD SCIENCES INC COM 375558103 48000 575405 SH OTR 1 0 568196 7209 HCA HOLDINGS INC COM 40412C101 37905 492216 SH OTR 1 0 486455 5761 HDFC BANK LTD ADR REPS 3 SHS 40415F101 11433 172321 SH OTR 1 0 172321 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 22148 86528 SH OTR 1 0 85503 1025 INVESCO LTD SHS G491BT108 35446 1387871 SH OTR 1 0 1371170 16701 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 956 47230 SH OTR 1 0 47230 0 MCDONALDS CORP COM 580135101 52113 433049 SH OTR 1 0 427857 5192 MEDTRONIC PLC SHS G5960L103 12509 144158 SH OTR 1 0 144158 0 MELLANOX TECHNOLOGIES LTD SHS M51363113 6580 137189 SH OTR 1 0 137189 0 NETAPP INC COM 64110D104 61213 2489373 SH OTR 1 0 2459196 30177 OM ASSET MGMT PLC SHS G67506108 23253 1741804 SH OTR 1 0 1725619 16185 ORACLE CORP COM 68389X105 68724 1679070 SH OTR 1 0 1659916 19154 PTC INC COM 69370C100 40424 1075664 SH OTR 1 0 1065239 10425 RACKSPACE HOSTING INC COM 750086100 31675 1518458 SH OTR 1 0 1507892 10566 RADWARE LTD ORD M81873107 17611 1564059 SH OTR 1 0 1548686 15373 SHERWIN WILLIAMS CO COM 824348106 126865 431999 SH OTR 1 0 426810 5189 SIGNATURE BK NEW YORK N Y COM 82669G104 23698 189710 SH OTR 1 0 187332 2378 SIRIUS XM HLDGS INC COM 82968B103 10738 2718544 SH OTR 1 0 2718544 0 SMUCKER J M CO COM NEW 832696405 16593 108867 SH OTR 1 0 107559 1308 SYNAPTICS INC COM 87157D109 5606 104292 SH OTR 1 0 104292 0 TIME WARNER INC COM NEW 887317303 129244 1757472 SH OTR 1 0 1736516 20956 UNIVERSAL HLTH SVCS INC CL B 913903100 77468 577691 SH OTR 1 0 570199 7492 VERINT SYS INC COM 92343X100 32176 971201 SH OTR 1 0 959575 11626 VMWARE INC CL A COM 928563402 37115 648629 SH OTR 1 0 640786 7843 WESTERN ALLIANCE BANCORP COM 957638109 55180 1690049 SH OTR 1 0 1669701 20348 WESTERN DIGITAL CORP COM 958102105 60074 1271142 SH OTR 1 0 1255876 15266