|
AMZN
|
US |
AMAZON.COM INC |
582,000 |
$128M |
3.04% |
14.1%
|
- |
|
NFLX
|
US |
NETFLIX INC |
116,000 |
$103M |
2.46% |
68.1%
|
- |
|
DKS
|
US |
DICK'S SPORTING GOODS INC |
433,250 |
$99M |
2.36% |
100.0%
|
- |
|
RH
|
US |
RH |
229,500 |
$90M |
2.15% |
388.3%
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
1,425,000 |
$89M |
2.11% |
156.8%
|
- |
|
BURL
|
US |
BURLINGTON STORES INC |
292,500 |
$83M |
1.98% |
-15.2%
|
- |
|
CVNA
|
US |
CARVANA CO |
396,800 |
$81M |
1.92% |
84.6%
|
- |
|
MNST
|
US |
MONSTER BEVERAGE CORP |
1,527,450 |
$80M |
1.91% |
38.9%
|
- |
|
DKNG
|
US |
DRAFTKINGS INC-CL A |
1,850,500 |
$69M |
1.64% |
25.5%
|
- |
|
TPR
|
US |
TAPESTRY INC |
1,045,000 |
$68M |
1.62% |
100.0%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
50,000 |
$63M |
1.51% |
138.9%
|
Call |
|
MKC
|
US |
MCCORMICK & CO-NON VTG SHRS |
800,000 |
$61M |
1.45% |
8.1%
|
- |
|
CRH1EUR
|
X9 |
CRH PLC-SPONSORED ADR |
654,893 |
$61M |
1.44% |
-58.0%
|
- |
|
ASO
|
US |
ACADEMY SPORTS & OUTDOORS IN |
1,050,000 |
$60M |
1.44% |
74.9%
|
- |
|
EL
|
US |
ESTEE LAUDER COMPANIES-CL A |
781,104 |
$59M |
1.39% |
100.0%
|
- |
|
CLX
|
US |
CLOROX COMPANY |
355,000 |
$58M |
1.37% |
42.0%
|
- |
|
PH
|
US |
PARKER HANNIFIN CORP |
90,000 |
$57M |
1.36% |
-
|
Call |
|
XLI
|
US |
INDUSTRIAL SELECT SECT SPDR |
400,000 |
$53M |
1.25% |
-33.3%
|
Call |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
619,000 |
$51M |
1.21% |
-
|
- |
|
PKG
|
US |
PACKAGING CORP OF AMERICA |
225,000 |
$51M |
1.20% |
100.0%
|
- |