|
TDG
|
US |
TRANSDIGM GROUP INC |
668,285 |
$847M |
17.97% |
-5.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,315,726 |
$727M |
15.44% |
-1.4%
|
- |
|
GWRE
|
US |
GUIDEWIRE SOFTWARE INC |
2,678,857 |
$452M |
9.58% |
8.3%
|
- |
|
VMC
|
US |
VULCAN MATERIALS CO |
1,746,482 |
$449M |
9.53% |
11.3%
|
- |
|
DE
|
US |
DEERE & CO |
882,306 |
$374M |
7.93% |
-0.2%
|
- |
|
HLT
|
US |
HILTON WORLDWIDE HOLDINGS IN |
1,492,889 |
$369M |
7.83% |
-3.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
846,730 |
$357M |
7.57% |
11.5%
|
- |
|
WCN
|
US |
WASTE CONNECTIONS INC |
1,968,464 |
$338M |
7.17% |
6.9%
|
- |
|
TMO
|
US |
THERMO FISHER SCIENTIFIC INC |
566,583 |
$295M |
6.25% |
-1.7%
|
- |
|
NYT
|
US |
NEW YORK TIMES CO-A |
4,386,211 |
$228M |
4.84% |
-30.6%
|
- |
|
LBRDK
|
US |
LIBERTY BROADBAND-C |
1,866,717 |
$140M |
2.96% |
-50.7%
|
- |
|
VEEV
|
US |
VEEVA SYSTEMS INC-CLASS A |
652,840 |
$137M |
2.91% |
100.0%
|
- |