|
AMZN
|
US |
AMAZON.COM INC |
219,847 |
$48M |
4.99% |
-
|
- |
|
DIS
|
US |
WALT DISNEY CO/THE |
383,541 |
$43M |
4.42% |
-
|
- |
|
T
|
US |
AT&T INC |
1,870,937 |
$43M |
4.41% |
-
|
- |
|
NCLH
|
US |
NORWEGIAN CRUISE LINE HOLDIN |
1,637,709 |
$42M |
4.36% |
-
|
- |
|
FUN
|
US |
SIX FLAGS ENTERTAINMENT CORP |
859,447 |
$41M |
4.28% |
-
|
- |
|
LBRDK
|
US |
LIBERTY BROADBAND-C |
551,384 |
$41M |
4.26% |
-
|
- |
|
AMT
|
US |
AMERICAN TOWER CORP |
220,084 |
$40M |
4.17% |
-
|
- |
|
FWONK
|
US |
LIBERTY MEDIA CORP-LIB-NEW-C |
431,643 |
$40M |
4.14% |
-
|
- |
|
MCO
|
US |
MOODY'S CORP |
77,383 |
$37M |
3.79% |
-
|
- |
|
ON
|
US |
ON SEMICONDUCTOR |
546,566 |
$34M |
3.56% |
-
|
- |
|
BURL
|
US |
BURLINGTON STORES INC |
117,323 |
$33M |
3.46% |
-
|
- |
|
SBAC
|
US |
SBA COMMUNICATIONS CORP |
164,046 |
$33M |
3.46% |
-
|
- |
|
WMT
|
US |
WALMART INC |
369,864 |
$33M |
3.46% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
247,046 |
$33M |
3.43% |
-
|
- |
|
OUT
|
US |
OUTFRONT MEDIA INC |
1,636,881 |
$29M |
3.00% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
138,037 |
$27M |
2.82% |
-
|
- |
|
TEAM
|
US |
ATLASSIAN CORP-CL A |
110,288 |
$27M |
2.78% |
-
|
- |
|
SHOP
|
US |
SHOPIFY INC - CLASS A |
233,647 |
$25M |
2.57% |
-
|
- |
|
TTWO
|
US |
TAKE-TWO INTERACTIVE SOFTWRE |
131,542 |
$24M |
2.50% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
40,561 |
$24M |
2.46% |
-
|
- |