58 COM INC SPON ADR REP A 31680Q104 4796 73020 SH SOLE 73020 0 0 ABERCROMBIE & FITCH CO CL A 002896207 24140 880690 SH SOLE 880690 0 0 ACADIA HEALTHCARE COMPANY IN COM 00404A109 2631 89770 SH SOLE 89770 0 0 ADOBE INC COM 00724F101 107686 404089 SH SOLE 404089 0 0 AIR PRODS & CHEMS INC COM 009158106 3630 19010 SH SOLE 19010 0 0 AK STL HLDG CORP COM 001547108 4835 1758250 SH SOLE 1758250 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 6989 97460 SH SOLE 97460 0 0 ALASKA AIR GROUP INC COM 011659109 6417 114350 SH SOLE 114350 0 0 ALCOA CORP COM 013872106 4019 142710 SH SOLE 142710 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 209569 1148640 SH SOLE 1148640 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 3081 33970 SH SOLE 33970 0 0 ALLERGAN PLC SHS G0177J108 7351 50210 SH SOLE 50210 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 300011 3210387 SH SOLE 3210387 0 0 ALPHABET INC CAP STK CL C 02079K107 372539 317511 SH SOLE 317511 0 0 ALTRIA GROUP INC COM 02209S103 754 13130 SH SOLE 13130 0 0 AMAZON COM INC COM 023135106 16935 9510 SH SOLE 9510 0 0 AMC ENTMT HLDGS INC CL A COM 00165C104 5343 359770 SH SOLE 359770 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 11112 349880 SH SOLE 349880 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 82374 980992 SH SOLE 980992 0 0 ANTHEM INC COM 036752103 207817 724153 SH SOLE 724153 0 0 APPLE INC COM 037833100 7524 39610 SH SOLE 39610 0 0 ARCH COAL INC CL A 039380407 7070 77460 SH SOLE 77460 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 13148 304850 SH SOLE 304850 0 0 ARCONIC INC COM 03965L100 6122 320360 SH SOLE 320360 0 0 ATARA BIOTHERAPEUTICS INC COM 046513107 34613 870764 SH SOLE 870764 0 0 ATLANTICA YIELD PLC SHS G0751N103 5508 283030 SH SOLE 283030 0 0 AUTODESK INC COM 052769106 5837 37460 SH SOLE 37460 0 0 AUTOZONE INC COM 053332102 20688 20201 SH SOLE 20201 0 0 AVAYA HLDGS CORP COM 05351X101 7950 472350 SH SOLE 472350 0 0 AVIS BUDGET GROUP INC COM 053774105 3105 89080 SH SOLE 89080 0 0 B & G FOODS INC NEW COM 05508R106 179 7330 SH SOLE 7330 0 0 B2GOLD CORP COM 11777Q209 5123 1823180 SH SOLE 1823180 0 0 BARNES & NOBLE INC COM 067774109 9620 1771630 SH SOLE 1771630 0 0 BAUSCH HEALTH COS INC COM 071734107 8087 327510 SH SOLE 327510 0 0 BAXTER INTL INC COM 071813109 5275 64870 SH SOLE 64870 0 0 BED BATH & BEYOND INC COM 075896100 8141 479170 SH SOLE 479170 0 0 BEST BUY INC COM 086516101 20661 290750 SH SOLE 290750 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8461 241950 SH SOLE 241950 0 0 BLOOMIN BRANDS INC COM 094235108 7323 358070 SH SOLE 358070 0 0 BOOKING HLDGS INC COM 09857L108 70941 40656 SH SOLE 40656 0 0 BOSTON BEER INC CL A 100557107 2523 8560 SH SOLE 8560 0 0 BOYD GAMING CORP COM 103304101 12839 469260 SH SOLE 469260 0 0 BRINKER INTL INC COM 109641100 10429 234990 SH SOLE 234990 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 6587 138060 SH SOLE 138060 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 96322 2308776 SH SOLE 2308776 0 0 BROADCOM INC COM 11135F101 7767 25830 SH SOLE 25830 0 0 BURLINGTON STORES INC COM 122017106 76511 488325 SH SOLE 488325 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 6174 97220 SH SOLE 97220 0 0 CAMPBELL SOUP CO COM 134429109 3835 100570 SH SOLE 100570 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 5622 122890 SH SOLE 122890 0 0 CARBONITE INC COM 141337105 6863 276620 SH SOLE 276620 0 0 CASTLIGHT HEALTH INC CL B 14862Q100 6598 1771350 SH SOLE 1771350 0 0 CENTENE CORP DEL COM 15135B101 206564 3890086 SH SOLE 3890086 0 0 CERNER CORP COM 156782104 3088 53980 SH SOLE 53980 0 0 CF INDS HLDGS INC COM 125269100 6677 163340 SH SOLE 163340 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 5731 45310 SH SOLE 45310 0 0 CHEESECAKE FACTORY INC COM 163072101 20881 426830 SH SOLE 426830 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5463 107130 SH SOLE 107130 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 47669 67110 SH SOLE 67110 0 0 CHURCH & DWIGHT INC COM 171340102 2393 33590 SH SOLE 33590 0 0 CHURCHILL DOWNS INC COM 171484108 10520 116550 SH SOLE 116550 0 0 CIGNA CORP NEW COM 125523100 5146 32000 SH SOLE 32000 0 0 CINEMARK HOLDINGS INC COM 17243V102 13008 325270 SH SOLE 325270 0 0 CINTAS CORP COM 172908105 3767 18640 SH SOLE 18640 0 0 CIT GROUP INC COM NEW 125581801 5186 108110 SH SOLE 108110 0 0 CITIZENS FINL GROUP INC COM 174610105 4809 147980 SH SOLE 147980 0 0 CITRIX SYS INC COM 177376100 5296 53140 SH SOLE 53140 0 0 CNOOC LTD SPONSORED ADR 126132109 5844 31460 SH SOLE 31460 0 0 COCA COLA CO COM 191216100 895 19110 SH SOLE 19110 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5708 78780 SH SOLE 78780 0 0 COLLEGIUM PHARMACEUTICAL INC COM 19459J104 5982 395080 SH SOLE 395080 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 11052 106090 SH SOLE 106090 0 0 COMMSCOPE HLDG CO INC COM 20337X109 218205 10041636 SH SOLE 10041636 0 0 COMMVAULT SYSTEMS INC COM 204166102 6739 104090 SH SOLE 104090 0 0 CONOCOPHILLIPS COM 20825C104 5505 82480 SH SOLE 82480 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3508 20010 SH SOLE 20010 0 0 CORNING INC COM 219350105 7605 229760 SH SOLE 229760 0 0 CREDIT ACCEP CORP MICH COM 225310101 5676 12560 SH SOLE 12560 0 0 CROCS INC COM 227046109 19762 767460 SH SOLE 767460 0 0 CTRIP COM INTL LTD SPONSORED ADS 22943F100 3155 72220 SH SOLE 72220 0 0 DARDEN RESTAURANTS INC COM 237194105 6440 53020 SH SOLE 53020 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 615 12340 SH SOLE 12340 0 0 DECKERS OUTDOOR CORP COM 243537107 29546 201010 SH SOLE 201010 0 0 DEERE & CO COM 244199105 2198 13750 SH SOLE 13750 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 9674 187300 SH SOLE 187300 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 1027 6280 SH SOLE 6280 0 0 DICKS SPORTING GOODS INC COM 253393102 6803 184808 SH SOLE 184808 0 0 DILLARDS INC CL A 254067101 12890 178980 SH SOLE 178980 0 0 DOLLAR GEN CORP NEW COM 256677105 10588 88750 SH SOLE 88750 0 0 DOW INC COM 260557103 68800 1332560 SH SOLE 1332560 0 0 DOWDUPONT INC COM 26078J100 197577 3706184 SH SOLE 3706184 0 0 DOWDUPONT INC WHEN ISSUED 26078J118 20589 570800 SH SOLE 570800 0 0 DUNKIN BRANDS GROUP INC COM 265504100 19411 258470 SH SOLE 258470 0 0 DXC TECHNOLOGY CO COM 23355L106 344498 5356833 SH SOLE 5356833 0 0 E TRADE FINANCIAL CORP COM NEW 269246401 6371 137220 SH SOLE 137220 0 0 EAGLE MATERIALS INC COM 26969P108 150876 1789755 SH SOLE 1789755 0 0 EBAY INC COM 278642103 5581 150280 SH SOLE 150280 0 0 EL POLLO LOCO HLDGS INC COM 268603107 4886 375580 SH SOLE 375580 0 0 ENDO INTL PLC SHS G30401106 3847 479060 SH SOLE 479060 0 0 ENERGIZER HLDGS INC NEW COM 29272W109 6673 148510 SH SOLE 148510 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 4506 235546 SH SOLE 235546 0 0 EXPEDIA GROUP INC COM NEW 30212P303 5335 44830 SH SOLE 44830 0 0 FACEBOOK INC CL A 30303M102 5654 33920 SH SOLE 33920 0 0 FASTENAL CO COM 311900104 2923 45450 SH SOLE 45450 0 0 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3818 257130 SH SOLE 257130 0 0 FISERV INC COM 337738108 283789 3214646 SH SOLE 3214646 0 0 FIVE BELOW INC COM 33829M101 460 3700 SH SOLE 3700 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 57757 234223 SH SOLE 234223 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 12677 307540 SH SOLE 307540 0 0 FLOWERS FOODS INC COM 343498101 3188 149540 SH SOLE 149540 0 0 FORD MTR CO DEL COM 345370860 2540 289290 SH SOLE 289290 0 0 GENESCO INC COM 371532102 1133 24879 SH SOLE 24879 0 0 GENWORTH FINL INC COM CL A 37247D106 6890 1799060 SH SOLE 1799060 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 6545 34090 SH SOLE 34090 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 13689 754210 SH SOLE 754210 0 0 GOPRO INC CL A 38268T103 26478 4073560 SH SOLE 4073560 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 102929 8149532 SH SOLE 8149532 0 0 GRAY TELEVISION INC COM 389375106 5371 251450 SH SOLE 251450 0 0 GROUPON INC COM 399473107 24540 6912790 SH SOLE 6912790 0 0 GRUBHUB INC COM 400110102 2985 42970 SH SOLE 42970 0 0 GUESS INC COM 401617105 26990 1377030 SH SOLE 1377030 0 0 HANESBRANDS INC COM 410345102 3065 171420 SH SOLE 171420 0 0 HARLEY DAVIDSON INC COM 412822108 4275 119880 SH SOLE 119880 0 0 HASBRO INC COM 418056107 5618 66080 SH SOLE 66080 0 0 HCA HEALTHCARE INC COM 40412C101 4125 31640 SH SOLE 31640 0 0 HEARTLAND EXPRESS INC COM 422347104 6736 349370 SH SOLE 349370 0 0 HELEN OF TROY CORP LTD COM G4388N106 1585 13670 SH SOLE 13670 0 0 HERSHEY CO COM 427866108 1838 16010 SH SOLE 16010 0 0 HERTZ GLOBAL HLDGS INC COM 42806J106 7139 410970 SH SOLE 410970 0 0 HIBBETT SPORTS INC COM 428567101 5734 251390 SH SOLE 251390 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 33097 398233 SH SOLE 398233 0 0 HORIZON PHARMA PLC SHS G4617B105 5007 189440 SH SOLE 189440 0 0 HOSTESS BRANDS INC CL A 44109J106 120 9560 SH SOLE 9560 0 0 HUMANA INC COM 444859102 164374 617948 SH SOLE 617948 0 0 HUNTSMAN CORP COM 447011107 8965 398620 SH SOLE 398620 0 0 IAC INTERACTIVECORP COM 44919P508 6758 32166 SH SOLE 32166 0 0 INFOSYS LTD SPONSORED ADR 456788108 5657 517550 SH SOLE 517550 0 0 INGERSOLL-RAND PLC SHS G47791101 4900 45390 SH SOLE 45390 0 0 INPHI CORP COM 45772F107 31874 728709 SH SOLE 728709 0 0 INTUIT COM 461202103 2303 8810 SH SOLE 8810 0 0 J & J SNACK FOODS CORP COM 466032109 405 2550 SH SOLE 2550 0 0 JACK IN THE BOX INC COM 466367109 10364 127850 SH SOLE 127850 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5581 39040 SH SOLE 39040 0 0 JETBLUE AWYS CORP COM 477143101 1666 101860 SH SOLE 101860 0 0 JOHNSON & JOHNSON COM 478160104 8390 60020 SH SOLE 60020 0 0 JPMORGAN CHASE & CO COM 46625H100 13521 133570 SH SOLE 133570 0 0 KELLOGG CO COM 487836108 2681 46720 SH SOLE 46720 0 0 KEYSIGHT TECHNOLOGIES INC COM 49338L103 4504 51650 SH SOLE 51650 0 0 KIMBERLY CLARK CORP COM 494368103 4780 38580 SH SOLE 38580 0 0 KKR & CO INC CL A 48251W104 102900 4380590 SH SOLE 4380590 0 0 KOHLS CORP COM 500255104 770 11200 SH SOLE 11200 0 0 KROGER CO COM 501044101 13453 546890 SH SOLE 546890 0 0 L3 TECHNOLOGIES INC COM 502413107 4495 21780 SH SOLE 21780 0 0 LA Z BOY INC COM 505336107 10752 325920 SH SOLE 325920 0 0 LAM RESEARCH CORP COM 512807108 6661 37210 SH SOLE 37210 0 0 LAS VEGAS SANDS CORP COM 517834107 101169 1659593 SH SOLE 1659593 0 0 LEAR CORP COM NEW 521865204 3157 23260 SH SOLE 23260 0 0 LIBERTY EXPEDIA HLDGS INC SER A COM 53046P109 6526 152470 SH SOLE 152470 0 0 LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 5973 420940 SH SOLE 420940 0 0 LIVANOVA PLC SHS G5509L101 5705 58660 SH SOLE 58660 0 0 LOWES COS INC COM 548661107 259515 2370651 SH SOLE 2370651 0 0 LPL FINL HLDGS INC COM 50212V100 6294 90360 SH SOLE 90360 0 0 LULULEMON ATHLETICA INC COM 550021109 13423 81910 SH SOLE 81910 0 0 LUXOFT HLDG INC ORD SHS CL A G57279104 5439 92640 SH SOLE 92640 0 0 M & T BK CORP COM 55261F104 13530 86170 SH SOLE 86170 0 0 MACYS INC COM 55616P104 9059 376990 SH SOLE 376990 0 0 MADDEN STEVEN LTD COM 556269108 1589 46960 SH SOLE 46960 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 19264 65719 SH SOLE 65719 0 0 MARINEMAX INC COM 567908108 897 46828 SH SOLE 46828 0 0 MASTERCARD INC CL A 57636Q104 5771 24510 SH SOLE 24510 0 0 MCDONALDS CORP COM 580135101 34643 182430 SH SOLE 182430 0 0 MEDICINES CO COM 584688105 106611 3814352 SH SOLE 3814352 0 0 MERCER INTL INC COM 588056101 3385 250549 SH SOLE 250549 0 0 METHANEX CORP COM 59151K108 2481 43680 SH SOLE 43680 0 0 MICRON TECHNOLOGY INC COM 595112103 5422 131190 SH SOLE 131190 0 0 MICROSOFT CORP COM 594918104 411440 3488553 SH SOLE 3488553 0 0 MOLINA HEALTHCARE INC COM 60855R100 7072 49820 SH SOLE 49820 0 0 MOLSON COORS BREWING CO CL B 60871R209 9747 163410 SH SOLE 163410 0 0 MONDELEZ INTL INC CL A 609207105 655 13130 SH SOLE 13130 0 0 MONRO INC COM 610236101 23121 267230 SH SOLE 267230 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 6873 125930 SH SOLE 125930 0 0 MORGAN STANLEY COM NEW 617446448 6766 160320 SH SOLE 160320 0 0 NETEASE INC SPONSORED ADR 64110W102 19317 80005 SH SOLE 80005 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2923 32450 SH SOLE 32450 0 0 NIKE INC CL B 654106103 132850 1577599 SH SOLE 1577599 0 0 NOKIA CORP SPONSORED ADR 654902204 5262 919900 SH SOLE 919900 0 0 NU SKIN ENTERPRISES INC CL A 67018T105 3247 67850 SH SOLE 67850 0 0 NUCOR CORP COM 670346105 6297 107920 SH SOLE 107920 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 25620 65980 SH SOLE 65980 0 0 ONEMAIN HLDGS INC COM 68268W103 6165 194160 SH SOLE 194160 0 0 OWENS CORNING NEW COM 690742101 90541 1921498 SH SOLE 1921498 0 0 OXFORD INDS INC COM 691497309 6548 87010 SH SOLE 87010 0 0 PAPA JOHNS INTL INC COM 698813102 20702 390980 SH SOLE 390980 0 0 PEABODY ENERGY CORP NEW COM 704551100 5188 183110 SH SOLE 183110 0 0 PENN NATL GAMING INC COM 707569109 1331 66240 SH SOLE 66240 0 0 PERSPECTA INC COM 715347100 159847 7905402 SH SOLE 7905402 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5632 353760 SH SOLE 353760 0 0 PLANET FITNESS INC CL A 72703H101 13475 196080 SH SOLE 196080 0 0 POPULAR INC COM NEW 733174700 5055 96960 SH SOLE 96960 0 0 POST HLDGS INC COM 737446104 1201 10980 SH SOLE 10980 0 0 PPG INDS INC COM 693506107 2493 22090 SH SOLE 22090 0 0 PVH CORP COM 693656100 4083 33480 SH SOLE 33480 0 0 QORVO INC COM 74736K101 7432 103610 SH SOLE 103610 0 0 RENT A CTR INC NEW COM 76009N100 8142 390130 SH SOLE 390130 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 13391 205670 SH SOLE 205670 0 0 RIO TINTO PLC SPONSORED ADR 767204100 5650 96010 SH SOLE 96010 0 0 RUTHS HOSPITALITY GROUP INC COM 783332109 5371 209883 SH SOLE 209883 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 16598 901570 SH SOLE 901570 0 0 SANTANDER CONSUMER USA HDG I COM 80283M101 5675 268590 SH SOLE 268590 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 2856 36350 SH SOLE 36350 0 0 SEAWORLD ENTMT INC COM 81282V100 762 29580 SH SOLE 29580 0 0 SHAKE SHACK INC CL A 819047101 10065 170160 SH SOLE 170160 0 0 SHERWIN WILLIAMS CO COM 824348106 14429 33500 SH SOLE 33500 0 0 SHUTTERFLY INC COM 82568P304 31054 764135 SH SOLE 764135 0 0 SIGNET JEWELERS LIMITED SHS G81276100 28537 1050710 SH SOLE 1050710 0 0 SINA CORP ORD G81477104 4735 79930 SH SOLE 79930 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 10554 213870 SH SOLE 213870 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 3330 40370 SH SOLE 40370 0 0 SLEEP NUMBER CORP COM 83125X103 1676 35663 SH SOLE 35663 0 0 SMUCKER J M CO COM NEW 832696405 8280 71070 SH SOLE 71070 0 0 SNAP ON INC COM 833034101 7705 49230 SH SOLE 49230 0 0 SONY CORP SPONSORED ADR 835699307 4825 114220 SH SOLE 114220 0 0 SOTHEBYS COM 835898107 1720 45560 SH SOLE 45560 0 0 SOUTHWEST AIRLS CO COM 844741108 1899 36590 SH SOLE 36590 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 141959 2228910 SH SOLE 2228910 0 0 SYNOPSYS INC COM 871607107 52830 458789 SH SOLE 458789 0 0 T MOBILE US INC COM 872590104 237328 3434562 SH SOLE 3434562 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5801 141620 SH SOLE 141620 0 0 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 35478 1741666 SH SOLE 1741666 0 0 TAPESTRY INC COM 876030107 5369 165260 SH SOLE 165260 0 0 TARGET CORP COM 87612E106 3179 39611 SH SOLE 39611 0 0 TECK RESOURCES LTD CL B 878742204 5689 245440 SH SOLE 245440 0 0 TEMPUR SEALY INTL INC COM 88023U101 36769 637570 SH SOLE 637570 0 0 TENET HEALTHCARE CORP COM NEW 88033G407 2952 102370 SH SOLE 102370 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1482 94530 SH SOLE 94530 0 0 TEXAS INSTRS INC COM 882508104 5561 52430 SH SOLE 52430 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 99410 2324830 SH SOLE 2324830 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7218 26370 SH SOLE 26370 0 0 TIFFANY & CO NEW COM 886547108 12874 121970 SH SOLE 121970 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5333 353660 SH SOLE 353660 0 0 TIVITY HEALTH INC COM 88870R102 625 35580 SH SOLE 35580 0 0 TJX COS INC NEW COM 872540109 1047 19680 SH SOLE 19680 0 0 TORO CO COM 891092108 11202 162730 SH SOLE 162730 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 12512 230290 SH SOLE 230290 0 0 TRANSDIGM GROUP INC COM 893641100 7150 15750 SH SOLE 15750 0 0 TRANSOCEAN LTD REG SHS H8817H100 5681 652270 SH SOLE 652270 0 0 TRIPADVISOR INC COM 896945201 6402 124440 SH SOLE 124440 0 0 TWITTER INC COM 90184L102 7603 231220 SH SOLE 231220 0 0 TYSON FOODS INC CL A 902494103 2586 37240 SH SOLE 37240 0 0 ULTA BEAUTY INC COM 90384S303 16108 46190 SH SOLE 46190 0 0 UNILEVER N V N Y SHS NEW 904784709 6116 104930 SH SOLE 104930 0 0 UNITED CONTL HLDGS INC COM 910047109 27617 346167 SH SOLE 346167 0 0 UNITED NAT FOODS INC COM 911163103 2471 186910 SH SOLE 186910 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 7483 55940 SH SOLE 55940 0 0 US FOODS HLDG CORP COM 912008109 119391 3419975 SH SOLE 3419975 0 0 VALE S A SPONSORED ADS 91912E105 5823 445880 SH SOLE 445880 0 0 VIACOM INC NEW CL B 92553P201 6780 241530 SH SOLE 241530 0 0 VISA INC COM CL A 92826C839 5860 37520 SH SOLE 37520 0 0 WALMART INC COM 931142103 3428 35150 SH SOLE 35150 0 0 WARRIOR MET COAL INC COM 93627C101 7334 241250 SH SOLE 241250 0 0 WASTE CONNECTIONS INC COM 94106B101 45034 508338 SH SOLE 508338 0 0 WAYFAIR INC CL A 94419L101 772 5200 SH SOLE 5200 0 0 WEIGHT WATCHERS INTL INC NEW COM 948626106 1100 54566 SH SOLE 54566 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 67438 250000 SH SOLE 250000 0 0 WENDYS CO COM 95058W100 6940 387920 SH SOLE 387920 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 10825 98230 SH SOLE 98230 0 0 WILLIAMS SONOMA INC COM 969904101 9197 163440 SH SOLE 163440 0 0 WINGSTOP INC COM 974155103 10009 131650 SH SOLE 131650 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 7258 83640 SH SOLE 83640 0 0 WYNN RESORTS LTD COM 983134107 106556 893024 SH SOLE 893024 0 0 YELP INC CL A 985817105 6372 184700 SH SOLE 184700 0 0 YUM BRANDS INC COM 988498101 17974 180080 SH SOLE 180080 0 0 YY INC SPONSORED ADS A 98426T106 6532 77750 SH SOLE 77750 0 0 ZUMIEZ INC COM 989817101 6559 263520 SH SOLE 263520 0 0