| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| LOWLOWES COS INC | 21.94% | Add 0.9% | 10,236,471 | $2.08B |
| CMGCHIPOTLE MEXICAN GRILL INC | 21.41% | Add 2.6% | 1,114,725 | $2.03B |
| HLTHILTON WORLDWIDE HLDGS INC | 17.99% | Add 1.0% | 12,885,354 | $1.70B |
| QSRRESTAURANT BRANDS INTL INC | 15.48% | Add 1.0% | 23,937,248 | $1.46B |
| HHC*HOWARD HUGHES CORP | 12.64% | Add 1.1% | 13,620,164 | $1.20B |
| DPZDOMINOS PIZZA INC | 10.54% | Add 2.6% | 2,092,202 | $998M |