| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| ILMNIllumina Inc | 9.67% | — | 410,100 | $76M |
| BIIBBiogen Inc | 9.39% | Reduce 51.3% | 175,000 | $74M |
| N53745100LyondellBasell Ind's NV | 8.00% | NEW | 716,950 | $63M |
| HDBHDFC Bank Ltd | 7.51% | — | 1,003,600 | $59M |
| EOGEOG Res's Inc | 6.54% | NEW | 561,600 | $51M |
| TEVATeva Pharm Ind's Ltd | 6.26% | NEW | 790,500 | $49M |
| CTSHCognizant Tech Sol'ns Corp | 5.76% | Add 96.7% | 726,900 | $45M |
| PXDEURPioneer Nat'l Res's Co | 4.66% | NEW | 224,500 | $37M |
| NBL2EURNoble Energy Inc | 3.86% | NEW | 621,300 | $30M |
| WDAYWorkday Inc | 3.55% | — | 330,679 | $28M |
| INFYInfosys Ltd | 3.37% | Add 21.3% | 756,500 | $27M |
| AKAMAkamai Tech Inc | 3.21% | NEW | 355,300 | $25M |
| CELGCelgene Corp | 2.87% | Reduce 54.9% | 195,975 | $23M |
| 09609G100Bluebird Bio Inc | 2.82% | Reduce 48.2% | 184,082 | $22M |
| METAFacebook Inc | 2.63% | Reduce 41.4% | 252,000 | $21M |
| LNGCheniere Energy Inc | 2.54% | NEW | 258,700 | $20M |
| BABAAlibaba Grp Hldg Ltd | 2.53% | Reduce 5.7% | 239,500 | $20M |
| QSRRestaurant Brands Int'l Inc | 2.51% | NEW | 514,000 | $20M |
| YPFYPF S.A. | 2.44% | Add ×2.3 | 698,300 | $19M |
| BIDUBaidu.com Inc | 2.28% | NEW | 86,200 | $18M |
| EXPEExpedia Inc | 1.91% | NEW | 160,000 | $15M |
| MGNXMacrogenics Inc | 1.88% | — | 472,500 | $15M |
| NKTREURNektar Therapeutics | 0.92% | — | 655,000 | $7M |
| BMABanco Macro SA | 0.80% | NEW | 110,100 | $6M |
| 57722W106Mattress Firm Hldg Corp | 0.77% | Reduce 50.7% | 86,900 | $6M |
| TEOTelecom Argentina SA | 0.72% | NEW | 248,000 | $6M |
| PAMPampa Energia SA | 0.48% | NEW | 214,899 | $4M |
| IRSUSDIRSA Inversiones Y Rep SA | 0.10% | NEW | 40,300 | $794,000 |