| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| CMGCHIPOTLE MEXICAN GRILL INC | 19.70% | Reduce 4.0% | 1,862,710 | $1.32B |
| QSRRESTAURANT BRANDS INTL INC | 17.78% | Reduce 6.8% | 18,342,703 | $1.19B |
| LOWLOWES COS INC | 15.18% | Reduce 2.3% | 9,315,033 | $1.02B |
| HLTHILTON WORLDWIDE HLDGS INC | 13.57% | Add 0.2% | 10,966,251 | $911M |
| UTXZUNITED TECHNOLOGIES CORP | 11.17% | Add 4.3% | 5,819,203 | $750M |
| SBUXSTARBUCKS CORP | 11.06% | Reduce 15.0% | 9,994,049 | $743M |
| ADPAUTOMATIC DATA PROCESSING IN | 9.58% | Reduce 1.0% | 4,029,526 | $644M |
| HHC*HOWARD HUGHES CORP | 1.96% | Reduce 3.1% | 1,194,793 | $131M |