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Form 13F-HR MAVERICK CAPITAL LTD For: Mar 31

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May 15, 2019 4:02 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2019
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: MAVERICK CAPITAL LTD
Address: 1900 N. PEARL STREET, 20TH FLOOR
DALLAS , TX75201
Form 13F File Number: 028-06270

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Mark Gurevich
Title: Authorized Person
Phone: 212-418-6918
Signature, Place, and Date of Signing:
/s/ Mark Gurevich New York , NY 05-15-2019
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 274
Form 13F Information Table Value Total: 7,541,496
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
58 COM INC SPON ADR REP A 31680Q104 4,796 73,020 SH SOLE 73,020 0 0
ABERCROMBIE & FITCH CO CL A 002896207 24,140 880,690 SH SOLE 880,690 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 2,631 89,770 SH SOLE 89,770 0 0
ADOBE INC COM 00724F101 107,686 404,089 SH SOLE 404,089 0 0
AIR PRODS & CHEMS INC COM 009158106 3,630 19,010 SH SOLE 19,010 0 0
AK STL HLDG CORP COM 001547108 4,835 1,758,250 SH SOLE 1,758,250 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,989 97,460 SH SOLE 97,460 0 0
ALASKA AIR GROUP INC COM 011659109 6,417 114,350 SH SOLE 114,350 0 0
ALCOA CORP COM 013872106 4,019 142,710 SH SOLE 142,710 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 209,569 1,148,640 SH SOLE 1,148,640 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 3,081 33,970 SH SOLE 33,970 0 0
ALLERGAN PLC SHS G0177J108 7,351 50,210 SH SOLE 50,210 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 300,011 3,210,387 SH SOLE 3,210,387 0 0
ALPHABET INC CAP STK CL C 02079K107 372,539 317,511 SH SOLE 317,511 0 0
ALTRIA GROUP INC COM 02209S103 754 13,130 SH SOLE 13,130 0 0
AMAZON COM INC COM 023135106 16,935 9,510 SH SOLE 9,510 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 5,343 359,770 SH SOLE 359,770 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 11,112 349,880 SH SOLE 349,880 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 82,374 980,992 SH SOLE 980,992 0 0
ANTHEM INC COM 036752103 207,817 724,153 SH SOLE 724,153 0 0
APPLE INC COM 037833100 7,524 39,610 SH SOLE 39,610 0 0
ARCH COAL INC CL A 039380407 7,070 77,460 SH SOLE 77,460 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 13,148 304,850 SH SOLE 304,850 0 0
ARCONIC INC COM 03965L100 6,122 320,360 SH SOLE 320,360 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 34,613 870,764 SH SOLE 870,764 0 0
ATLANTICA YIELD PLC SHS G0751N103 5,508 283,030 SH SOLE 283,030 0 0
AUTODESK INC COM 052769106 5,837 37,460 SH SOLE 37,460 0 0
AUTOZONE INC COM 053332102 20,688 20,201 SH SOLE 20,201 0 0
AVAYA HLDGS CORP COM 05351X101 7,950 472,350 SH SOLE 472,350 0 0
AVIS BUDGET GROUP INC COM 053774105 3,105 89,080 SH SOLE 89,080 0 0
B & G FOODS INC NEW COM 05508R106 179 7,330 SH SOLE 7,330 0 0
B2GOLD CORP COM 11777Q209 5,123 1,823,180 SH SOLE 1,823,180 0 0
BARNES & NOBLE INC COM 067774109 9,620 1,771,630 SH SOLE 1,771,630 0 0
BAUSCH HEALTH COS INC COM 071734107 8,087 327,510 SH SOLE 327,510 0 0
BAXTER INTL INC COM 071813109 5,275 64,870 SH SOLE 64,870 0 0
BED BATH & BEYOND INC COM 075896100 8,141 479,170 SH SOLE 479,170 0 0
BEST BUY INC COM 086516101 20,661 290,750 SH SOLE 290,750 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,461 241,950 SH SOLE 241,950 0 0
BLOOMIN BRANDS INC COM 094235108 7,323 358,070 SH SOLE 358,070 0 0
BOOKING HLDGS INC COM 09857L108 70,941 40,656 SH SOLE 40,656 0 0
BOSTON BEER INC CL A 100557107 2,523 8,560 SH SOLE 8,560 0 0
BOYD GAMING CORP COM 103304101 12,839 469,260 SH SOLE 469,260 0 0
BRINKER INTL INC COM 109641100 10,429 234,990 SH SOLE 234,990 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 6,587 138,060 SH SOLE 138,060 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 96,322 2,308,776 SH SOLE 2,308,776 0 0
BROADCOM INC COM 11135F101 7,767 25,830 SH SOLE 25,830 0 0
BURLINGTON STORES INC COM 122017106 76,511 488,325 SH SOLE 488,325 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,174 97,220 SH SOLE 97,220 0 0
CAMPBELL SOUP CO COM 134429109 3,835 100,570 SH SOLE 100,570 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,622 122,890 SH SOLE 122,890 0 0
CARBONITE INC COM 141337105 6,863 276,620 SH SOLE 276,620 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 6,598 1,771,350 SH SOLE 1,771,350 0 0
CENTENE CORP DEL COM 15135B101 206,564 3,890,086 SH SOLE 3,890,086 0 0
CERNER CORP COM 156782104 3,088 53,980 SH SOLE 53,980 0 0
CF INDS HLDGS INC COM 125269100 6,677 163,340 SH SOLE 163,340 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,731 45,310 SH SOLE 45,310 0 0
CHEESECAKE FACTORY INC COM 163072101 20,881 426,830 SH SOLE 426,830 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5,463 107,130 SH SOLE 107,130 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 47,669 67,110 SH SOLE 67,110 0 0
CHURCH & DWIGHT INC COM 171340102 2,393 33,590 SH SOLE 33,590 0 0
CHURCHILL DOWNS INC COM 171484108 10,520 116,550 SH SOLE 116,550 0 0
CIGNA CORP NEW COM 125523100 5,146 32,000 SH SOLE 32,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 13,008 325,270 SH SOLE 325,270 0 0
CINTAS CORP COM 172908105 3,767 18,640 SH SOLE 18,640 0 0
CIT GROUP INC COM NEW 125581801 5,186 108,110 SH SOLE 108,110 0 0
CITIZENS FINL GROUP INC COM 174610105 4,809 147,980 SH SOLE 147,980 0 0
CITRIX SYS INC COM 177376100 5,296 53,140 SH SOLE 53,140 0 0
CNOOC LTD SPONSORED ADR 126132109 5,844 31,460 SH SOLE 31,460 0 0
COCA COLA CO COM 191216100 895 19,110 SH SOLE 19,110 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,708 78,780 SH SOLE 78,780 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 5,982 395,080 SH SOLE 395,080 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 11,052 106,090 SH SOLE 106,090 0 0
COMMSCOPE HLDG CO INC COM 20337X109 218,205 10,041,636 SH SOLE 10,041,636 0 0
COMMVAULT SYSTEMS INC COM 204166102 6,739 104,090 SH SOLE 104,090 0 0
CONOCOPHILLIPS COM 20825C104 5,505 82,480 SH SOLE 82,480 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,508 20,010 SH SOLE 20,010 0 0
CORNING INC COM 219350105 7,605 229,760 SH SOLE 229,760 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,676 12,560 SH SOLE 12,560 0 0
CROCS INC COM 227046109 19,762 767,460 SH SOLE 767,460 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 3,155 72,220 SH SOLE 72,220 0 0
DARDEN RESTAURANTS INC COM 237194105 6,440 53,020 SH SOLE 53,020 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 615 12,340 SH SOLE 12,340 0 0
DECKERS OUTDOOR CORP COM 243537107 29,546 201,010 SH SOLE 201,010 0 0
DEERE & CO COM 244199105 2,198 13,750 SH SOLE 13,750 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,674 187,300 SH SOLE 187,300 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 1,027 6,280 SH SOLE 6,280 0 0
DICKS SPORTING GOODS INC COM 253393102 6,803 184,808 SH SOLE 184,808 0 0
DILLARDS INC CL A 254067101 12,890 178,980 SH SOLE 178,980 0 0
DOLLAR GEN CORP NEW COM 256677105 10,588 88,750 SH SOLE 88,750 0 0
DOW INC COM 260557103 68,800 1,332,560 SH SOLE 1,332,560 0 0
DOWDUPONT INC COM 26078J100 197,577 3,706,184 SH SOLE 3,706,184 0 0
DOWDUPONT INC WHEN ISSUED 26078J118 20,589 570,800 SH SOLE 570,800 0 0
DUNKIN BRANDS GROUP INC COM 265504100 19,411 258,470 SH SOLE 258,470 0 0
DXC TECHNOLOGY CO COM 23355L106 344,498 5,356,833 SH SOLE 5,356,833 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,371 137,220 SH SOLE 137,220 0 0
EAGLE MATERIALS INC COM 26969P108 150,876 1,789,755 SH SOLE 1,789,755 0 0
EBAY INC COM 278642103 5,581 150,280 SH SOLE 150,280 0 0
EL POLLO LOCO HLDGS INC COM 268603107 4,886 375,580 SH SOLE 375,580 0 0
ENDO INTL PLC SHS G30401106 3,847 479,060 SH SOLE 479,060 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 6,673 148,510 SH SOLE 148,510 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 4,506 235,546 SH SOLE 235,546 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,335 44,830 SH SOLE 44,830 0 0
FACEBOOK INC CL A 30303M102 5,654 33,920 SH SOLE 33,920 0 0
FASTENAL CO COM 311900104 2,923 45,450 SH SOLE 45,450 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3,818 257,130 SH SOLE 257,130 0 0
FISERV INC COM 337738108 283,789 3,214,646 SH SOLE 3,214,646 0 0
FIVE BELOW INC COM 33829M101 460 3,700 SH SOLE 3,700 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 57,757 234,223 SH SOLE 234,223 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,677 307,540 SH SOLE 307,540 0 0
FLOWERS FOODS INC COM 343498101 3,188 149,540 SH SOLE 149,540 0 0
FORD MTR CO DEL COM 345370860 2,540 289,290 SH SOLE 289,290 0 0
GENESCO INC COM 371532102 1,133 24,879 SH SOLE 24,879 0 0
GENWORTH FINL INC COM CL A 37247D106 6,890 1,799,060 SH SOLE 1,799,060 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,545 34,090 SH SOLE 34,090 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 13,689 754,210 SH SOLE 754,210 0 0
GOPRO INC CL A 38268T103 26,478 4,073,560 SH SOLE 4,073,560 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 102,929 8,149,532 SH SOLE 8,149,532 0 0
GRAY TELEVISION INC COM 389375106 5,371 251,450 SH SOLE 251,450 0 0
GROUPON INC COM 399473107 24,540 6,912,790 SH SOLE 6,912,790 0 0
GRUBHUB INC COM 400110102 2,985 42,970 SH SOLE 42,970 0 0
GUESS INC COM 401617105 26,990 1,377,030 SH SOLE 1,377,030 0 0
HANESBRANDS INC COM 410345102 3,065 171,420 SH SOLE 171,420 0 0
HARLEY DAVIDSON INC COM 412822108 4,275 119,880 SH SOLE 119,880 0 0
HASBRO INC COM 418056107 5,618 66,080 SH SOLE 66,080 0 0
HCA HEALTHCARE INC COM 40412C101 4,125 31,640 SH SOLE 31,640 0 0
HEARTLAND EXPRESS INC COM 422347104 6,736 349,370 SH SOLE 349,370 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,585 13,670 SH SOLE 13,670 0 0
HERSHEY CO COM 427866108 1,838 16,010 SH SOLE 16,010 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 7,139 410,970 SH SOLE 410,970 0 0
HIBBETT SPORTS INC COM 428567101 5,734 251,390 SH SOLE 251,390 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 33,097 398,233 SH SOLE 398,233 0 0
HORIZON PHARMA PLC SHS G4617B105 5,007 189,440 SH SOLE 189,440 0 0
HOSTESS BRANDS INC CL A 44109J106 120 9,560 SH SOLE 9,560 0 0
HUMANA INC COM 444859102 164,374 617,948 SH SOLE 617,948 0 0
HUNTSMAN CORP COM 447011107 8,965 398,620 SH SOLE 398,620 0 0
IAC INTERACTIVECORP COM 44919P508 6,758 32,166 SH SOLE 32,166 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,657 517,550 SH SOLE 517,550 0 0
INGERSOLL-RAND PLC SHS G47791101 4,900 45,390 SH SOLE 45,390 0 0
INPHI CORP COM 45772F107 31,874 728,709 SH SOLE 728,709 0 0
INTUIT COM 461202103 2,303 8,810 SH SOLE 8,810 0 0
J & J SNACK FOODS CORP COM 466032109 405 2,550 SH SOLE 2,550 0 0
JACK IN THE BOX INC COM 466367109 10,364 127,850 SH SOLE 127,850 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,581 39,040 SH SOLE 39,040 0 0
JETBLUE AWYS CORP COM 477143101 1,666 101,860 SH SOLE 101,860 0 0
JOHNSON & JOHNSON COM 478160104 8,390 60,020 SH SOLE 60,020 0 0
JPMORGAN CHASE & CO COM 46625H100 13,521 133,570 SH SOLE 133,570 0 0
KELLOGG CO COM 487836108 2,681 46,720 SH SOLE 46,720 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,504 51,650 SH SOLE 51,650 0 0
KIMBERLY CLARK CORP COM 494368103 4,780 38,580 SH SOLE 38,580 0 0
KKR & CO INC CL A 48251W104 102,900 4,380,590 SH SOLE 4,380,590 0 0
KOHLS CORP COM 500255104 770 11,200 SH SOLE 11,200 0 0
KROGER CO COM 501044101 13,453 546,890 SH SOLE 546,890 0 0
L3 TECHNOLOGIES INC COM 502413107 4,495 21,780 SH SOLE 21,780 0 0
LA Z BOY INC COM 505336107 10,752 325,920 SH SOLE 325,920 0 0
LAM RESEARCH CORP COM 512807108 6,661 37,210 SH SOLE 37,210 0 0
LAS VEGAS SANDS CORP COM 517834107 101,169 1,659,593 SH SOLE 1,659,593 0 0
LEAR CORP COM NEW 521865204 3,157 23,260 SH SOLE 23,260 0 0
LIBERTY EXPEDIA HLDGS INC SER A COM 53046P109 6,526 152,470 SH SOLE 152,470 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 5,973 420,940 SH SOLE 420,940 0 0
LIVANOVA PLC SHS G5509L101 5,705 58,660 SH SOLE 58,660 0 0
LOWES COS INC COM 548661107 259,515 2,370,651 SH SOLE 2,370,651 0 0
LPL FINL HLDGS INC COM 50212V100 6,294 90,360 SH SOLE 90,360 0 0
LULULEMON ATHLETICA INC COM 550021109 13,423 81,910 SH SOLE 81,910 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 5,439 92,640 SH SOLE 92,640 0 0
M & T BK CORP COM 55261F104 13,530 86,170 SH SOLE 86,170 0 0
MACYS INC COM 55616P104 9,059 376,990 SH SOLE 376,990 0 0
MADDEN STEVEN LTD COM 556269108 1,589 46,960 SH SOLE 46,960 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 19,264 65,719 SH SOLE 65,719 0 0
MARINEMAX INC COM 567908108 897 46,828 SH SOLE 46,828 0 0
MASTERCARD INC CL A 57636Q104 5,771 24,510 SH SOLE 24,510 0 0
MCDONALDS CORP COM 580135101 34,643 182,430 SH SOLE 182,430 0 0
MEDICINES CO COM 584688105 106,611 3,814,352 SH SOLE 3,814,352 0 0
MERCER INTL INC COM 588056101 3,385 250,549 SH SOLE 250,549 0 0
METHANEX CORP COM 59151K108 2,481 43,680 SH SOLE 43,680 0 0
MICRON TECHNOLOGY INC COM 595112103 5,422 131,190 SH SOLE 131,190 0 0
MICROSOFT CORP COM 594918104 411,440 3,488,553 SH SOLE 3,488,553 0 0
MOLINA HEALTHCARE INC COM 60855R100 7,072 49,820 SH SOLE 49,820 0 0
MOLSON COORS BREWING CO CL B 60871R209 9,747 163,410 SH SOLE 163,410 0 0
MONDELEZ INTL INC CL A 609207105 655 13,130 SH SOLE 13,130 0 0
MONRO INC COM 610236101 23,121 267,230 SH SOLE 267,230 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,873 125,930 SH SOLE 125,930 0 0
MORGAN STANLEY COM NEW 617446448 6,766 160,320 SH SOLE 160,320 0 0
NETEASE INC SPONSORED ADR 64110W102 19,317 80,005 SH SOLE 80,005 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,923 32,450 SH SOLE 32,450 0 0
NIKE INC CL B 654106103 132,850 1,577,599 SH SOLE 1,577,599 0 0
NOKIA CORP SPONSORED ADR 654902204 5,262 919,900 SH SOLE 919,900 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,247 67,850 SH SOLE 67,850 0 0
NUCOR CORP COM 670346105 6,297 107,920 SH SOLE 107,920 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 25,620 65,980 SH SOLE 65,980 0 0
ONEMAIN HLDGS INC COM 68268W103 6,165 194,160 SH SOLE 194,160 0 0
OWENS CORNING NEW COM 690742101 90,541 1,921,498 SH SOLE 1,921,498 0 0
OXFORD INDS INC COM 691497309 6,548 87,010 SH SOLE 87,010 0 0
PAPA JOHNS INTL INC COM 698813102 20,702 390,980 SH SOLE 390,980 0 0
PEABODY ENERGY CORP NEW COM 704551100 5,188 183,110 SH SOLE 183,110 0 0
PENN NATL GAMING INC COM 707569109 1,331 66,240 SH SOLE 66,240 0 0
PERSPECTA INC COM 715347100 159,847 7,905,402 SH SOLE 7,905,402 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5,632 353,760 SH SOLE 353,760 0 0
PLANET FITNESS INC CL A 72703H101 13,475 196,080 SH SOLE 196,080 0 0
POPULAR INC COM NEW 733174700 5,055 96,960 SH SOLE 96,960 0 0
POST HLDGS INC COM 737446104 1,201 10,980 SH SOLE 10,980 0 0
PPG INDS INC COM 693506107 2,493 22,090 SH SOLE 22,090 0 0
PVH CORP COM 693656100 4,083 33,480 SH SOLE 33,480 0 0
QORVO INC COM 74736K101 7,432 103,610 SH SOLE 103,610 0 0
RENT A CTR INC NEW COM 76009N100 8,142 390,130 SH SOLE 390,130 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 13,391 205,670 SH SOLE 205,670 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,650 96,010 SH SOLE 96,010 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 5,371 209,883 SH SOLE 209,883 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 16,598 901,570 SH SOLE 901,570 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 5,675 268,590 SH SOLE 268,590 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 2,856 36,350 SH SOLE 36,350 0 0
SEAWORLD ENTMT INC COM 81282V100 762 29,580 SH SOLE 29,580 0 0
SHAKE SHACK INC CL A 819047101 10,065 170,160 SH SOLE 170,160 0 0
SHERWIN WILLIAMS CO COM 824348106 14,429 33,500 SH SOLE 33,500 0 0
SHUTTERFLY INC COM 82568P304 31,054 764,135 SH SOLE 764,135 0 0
SIGNET JEWELERS LIMITED SHS G81276100 28,537 1,050,710 SH SOLE 1,050,710 0 0
SINA CORP ORD G81477104 4,735 79,930 SH SOLE 79,930 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,554 213,870 SH SOLE 213,870 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,330 40,370 SH SOLE 40,370 0 0
SLEEP NUMBER CORP COM 83125X103 1,676 35,663 SH SOLE 35,663 0 0
SMUCKER J M CO COM NEW 832696405 8,280 71,070 SH SOLE 71,070 0 0
SNAP ON INC COM 833034101 7,705 49,230 SH SOLE 49,230 0 0
SONY CORP SPONSORED ADR 835699307 4,825 114,220 SH SOLE 114,220 0 0
SOTHEBYS COM 835898107 1,720 45,560 SH SOLE 45,560 0 0
SOUTHWEST AIRLS CO COM 844741108 1,899 36,590 SH SOLE 36,590 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 141,959 2,228,910 SH SOLE 2,228,910 0 0
SYNOPSYS INC COM 871607107 52,830 458,789 SH SOLE 458,789 0 0
T MOBILE US INC COM 872590104 237,328 3,434,562 SH SOLE 3,434,562 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,801 141,620 SH SOLE 141,620 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 35,478 1,741,666 SH SOLE 1,741,666 0 0
TAPESTRY INC COM 876030107 5,369 165,260 SH SOLE 165,260 0 0
TARGET CORP COM 87612E106 3,179 39,611 SH SOLE 39,611 0 0
TECK RESOURCES LTD CL B 878742204 5,689 245,440 SH SOLE 245,440 0 0
TEMPUR SEALY INTL INC COM 88023U101 36,769 637,570 SH SOLE 637,570 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,952 102,370 SH SOLE 102,370 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,482 94,530 SH SOLE 94,530 0 0
TEXAS INSTRS INC COM 882508104 5,561 52,430 SH SOLE 52,430 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 99,410 2,324,830 SH SOLE 2,324,830 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,218 26,370 SH SOLE 26,370 0 0
TIFFANY & CO NEW COM 886547108 12,874 121,970 SH SOLE 121,970 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5,333 353,660 SH SOLE 353,660 0 0
TIVITY HEALTH INC COM 88870R102 625 35,580 SH SOLE 35,580 0 0
TJX COS INC NEW COM 872540109 1,047 19,680 SH SOLE 19,680 0 0
TORO CO COM 891092108 11,202 162,730 SH SOLE 162,730 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 12,512 230,290 SH SOLE 230,290 0 0
TRANSDIGM GROUP INC COM 893641100 7,150 15,750 SH SOLE 15,750 0 0
TRANSOCEAN LTD REG SHS H8817H100 5,681 652,270 SH SOLE 652,270 0 0
TRIPADVISOR INC COM 896945201 6,402 124,440 SH SOLE 124,440 0 0
TWITTER INC COM 90184L102 7,603 231,220 SH SOLE 231,220 0 0
TYSON FOODS INC CL A 902494103 2,586 37,240 SH SOLE 37,240 0 0
ULTA BEAUTY INC COM 90384S303 16,108 46,190 SH SOLE 46,190 0 0
UNILEVER N V N Y SHS NEW 904784709 6,116 104,930 SH SOLE 104,930 0 0
UNITED CONTL HLDGS INC COM 910047109 27,617 346,167 SH SOLE 346,167 0 0
UNITED NAT FOODS INC COM 911163103 2,471 186,910 SH SOLE 186,910 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 7,483 55,940 SH SOLE 55,940 0 0
US FOODS HLDG CORP COM 912008109 119,391 3,419,975 SH SOLE 3,419,975 0 0
VALE S A SPONSORED ADS 91912E105 5,823 445,880 SH SOLE 445,880 0 0
VIACOM INC NEW CL B 92553P201 6,780 241,530 SH SOLE 241,530 0 0
VISA INC COM CL A 92826C839 5,860 37,520 SH SOLE 37,520 0 0
WALMART INC COM 931142103 3,428 35,150 SH SOLE 35,150 0 0
WARRIOR MET COAL INC COM 93627C101 7,334 241,250 SH SOLE 241,250 0 0
WASTE CONNECTIONS INC COM 94106B101 45,034 508,338 SH SOLE 508,338 0 0
WAYFAIR INC CL A 94419L101 772 5,200 SH SOLE 5,200 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 1,100 54,566 SH SOLE 54,566 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 67,438 250,000 SH SOLE 250,000 0 0
WENDYS CO COM 95058W100 6,940 387,920 SH SOLE 387,920 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 10,825 98,230 SH SOLE 98,230 0 0
WILLIAMS SONOMA INC COM 969904101 9,197 163,440 SH SOLE 163,440 0 0
WINGSTOP INC COM 974155103 10,009 131,650 SH SOLE 131,650 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 7,258 83,640 SH SOLE 83,640 0 0
WYNN RESORTS LTD COM 983134107 106,556 893,024 SH SOLE 893,024 0 0
YELP INC CL A 985817105 6,372 184,700 SH SOLE 184,700 0 0
YUM BRANDS INC COM 988498101 17,974 180,080 SH SOLE 180,080 0 0
YY INC SPONSORED ADS A 98426T106 6,532 77,750 SH SOLE 77,750 0 0
ZUMIEZ INC COM 989817101 6,559 263,520 SH SOLE 263,520 0 0

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