Maverick Capital 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
58 COM INC	SPON ADR REP A	31680Q104	4,796	73,020	SH		SOLE		73,020	0	0
ABERCROMBIE & FITCH CO	CL A	002896207	24,140	880,690	SH		SOLE		880,690	0	0
ACADIA HEALTHCARE COMPANY IN	COM	00404A109	2,631	89,770	SH		SOLE		89,770	0	0
ADOBE INC	COM	00724F101	107,686	404,089	SH		SOLE		404,089	0	0
AIR PRODS & CHEMS INC	COM	009158106	3,630	19,010	SH		SOLE		19,010	0	0
AK STL HLDG CORP	COM	001547108	4,835	1,758,250	SH		SOLE		1,758,250	0	0
AKAMAI TECHNOLOGIES INC	COM	00971T101	6,989	97,460	SH		SOLE		97,460	0	0
ALASKA AIR GROUP INC	COM	011659109	6,417	114,350	SH		SOLE		114,350	0	0
ALCOA CORP	COM	013872106	4,019	142,710	SH		SOLE		142,710	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	209,569	1,148,640	SH		SOLE		1,148,640	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	3,081	33,970	SH		SOLE		33,970	0	0
ALLERGAN PLC	SHS	G0177J108	7,351	50,210	SH		SOLE		50,210	0	0
ALNYLAM PHARMACEUTICALS INC	COM	02043Q107	300,011	3,210,387	SH		SOLE		3,210,387	0	0
ALPHABET INC	CAP STK CL C	02079K107	372,539	317,511	SH		SOLE		317,511	0	0
ALTRIA GROUP INC	COM	02209S103	754	13,130	SH		SOLE		13,130	0	0
AMAZON COM INC	COM	023135106	16,935	9,510	SH		SOLE		9,510	0	0
AMC ENTMT HLDGS INC	CL A COM	00165C104	5,343	359,770	SH		SOLE		359,770	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	11,112	349,880	SH		SOLE		349,880	0	0
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	03524A108	82,374	980,992	SH		SOLE		980,992	0	0
ANTHEM INC	COM	036752103	207,817	724,153	SH		SOLE		724,153	0	0
APPLE INC	COM	037833100	7,524	39,610	SH		SOLE		39,610	0	0
ARCH COAL INC	CL A	039380407	7,070	77,460	SH		SOLE		77,460	0	0
ARCHER DANIELS MIDLAND CO	COM	039483102	13,148	304,850	SH		SOLE		304,850	0	0
ARCONIC INC	COM	03965L100	6,122	320,360	SH		SOLE		320,360	0	0
ATARA BIOTHERAPEUTICS INC	COM	046513107	34,613	870,764	SH		SOLE		870,764	0	0
ATLANTICA YIELD PLC	SHS	G0751N103	5,508	283,030	SH		SOLE		283,030	0	0
AUTODESK INC	COM	052769106	5,837	37,460	SH		SOLE		37,460	0	0
AUTOZONE INC	COM	053332102	20,688	20,201	SH		SOLE		20,201	0	0
AVAYA HLDGS CORP	COM	05351X101	7,950	472,350	SH		SOLE		472,350	0	0
AVIS BUDGET GROUP INC	COM	053774105	3,105	89,080	SH		SOLE		89,080	0	0
B & G FOODS INC NEW	COM	05508R106	179	7,330	SH		SOLE		7,330	0	0
B2GOLD CORP	COM	11777Q209	5,123	1,823,180	SH		SOLE		1,823,180	0	0
BARNES & NOBLE INC	COM	067774109	9,620	1,771,630	SH		SOLE		1,771,630	0	0
BAUSCH HEALTH COS INC	COM	071734107	8,087	327,510	SH		SOLE		327,510	0	0
BAXTER INTL INC	COM	071813109	5,275	64,870	SH		SOLE		64,870	0	0
BED BATH & BEYOND INC	COM	075896100	8,141	479,170	SH		SOLE		479,170	0	0
BEST BUY INC	COM	086516101	20,661	290,750	SH		SOLE		290,750	0	0
BLACKSTONE GROUP L P	COM UNIT LTD	09253U108	8,461	241,950	SH		SOLE		241,950	0	0
BLOOMIN BRANDS INC	COM	094235108	7,323	358,070	SH		SOLE		358,070	0	0
BOOKING HLDGS INC	COM	09857L108	70,941	40,656	SH		SOLE		40,656	0	0
BOSTON BEER INC	CL A	100557107	2,523	8,560	SH		SOLE		8,560	0	0
BOYD GAMING CORP	COM	103304101	12,839	469,260	SH		SOLE		469,260	0	0
BRINKER INTL INC	COM	109641100	10,429	234,990	SH		SOLE		234,990	0	0
BRISTOL MYERS SQUIBB CO	COM	110122108	6,587	138,060	SH		SOLE		138,060	0	0
BRITISH AMERN TOB PLC	SPONSORED ADR	110448107	96,322	2,308,776	SH		SOLE		2,308,776	0	0
BROADCOM INC	COM	11135F101	7,767	25,830	SH		SOLE		25,830	0	0
BURLINGTON STORES INC	COM	122017106	76,511	488,325	SH		SOLE		488,325	0	0
CADENCE DESIGN SYSTEM INC	COM	127387108	6,174	97,220	SH		SOLE		97,220	0	0
CAMPBELL SOUP CO	COM	134429109	3,835	100,570	SH		SOLE		100,570	0	0
CAPRI HOLDINGS LIMITED	SHS	G1890L107	5,622	122,890	SH		SOLE		122,890	0	0
CARBONITE INC	COM	141337105	6,863	276,620	SH		SOLE		276,620	0	0
CASTLIGHT HEALTH INC	CL B	14862Q100	6,598	1,771,350	SH		SOLE		1,771,350	0	0
CENTENE CORP DEL	COM	15135B101	206,564	3,890,086	SH		SOLE		3,890,086	0	0
CERNER CORP	COM	156782104	3,088	53,980	SH		SOLE		53,980	0	0
CF INDS HLDGS INC	COM	125269100	6,677	163,340	SH		SOLE		163,340	0	0
CHECK POINT SOFTWARE TECH LT	ORD	M22465104	5,731	45,310	SH		SOLE		45,310	0	0
CHEESECAKE FACTORY INC	COM	163072101	20,881	426,830	SH		SOLE		426,830	0	0
CHINA MOBILE LIMITED	SPONSORED ADR	16941M109	5,463	107,130	SH		SOLE		107,130	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	47,669	67,110	SH		SOLE		67,110	0	0
CHURCH & DWIGHT INC	COM	171340102	2,393	33,590	SH		SOLE		33,590	0	0
CHURCHILL DOWNS INC	COM	171484108	10,520	116,550	SH		SOLE		116,550	0	0
CIGNA CORP NEW	COM	125523100	5,146	32,000	SH		SOLE		32,000	0	0
CINEMARK HOLDINGS INC	COM	17243V102	13,008	325,270	SH		SOLE		325,270	0	0
CINTAS CORP	COM	172908105	3,767	18,640	SH		SOLE		18,640	0	0
CIT GROUP INC	COM NEW	125581801	5,186	108,110	SH		SOLE		108,110	0	0
CITIZENS FINL GROUP INC	COM	174610105	4,809	147,980	SH		SOLE		147,980	0	0
CITRIX SYS INC	COM	177376100	5,296	53,140	SH		SOLE		53,140	0	0
CNOOC LTD	SPONSORED ADR	126132109	5,844	31,460	SH		SOLE		31,460	0	0
COCA COLA CO	COM	191216100	895	19,110	SH		SOLE		19,110	0	0
COGNIZANT TECHNOLOGY SOLUTIO	CL A	192446102	5,708	78,780	SH		SOLE		78,780	0	0
COLLEGIUM PHARMACEUTICAL INC	COM	19459J104	5,982	395,080	SH		SOLE		395,080	0	0
COLUMBIA SPORTSWEAR CO	COM	198516106	11,052	106,090	SH		SOLE		106,090	0	0
COMMSCOPE HLDG CO INC	COM	20337X109	218,205	10,041,636	SH		SOLE		10,041,636	0	0
COMMVAULT SYSTEMS INC	COM	204166102	6,739	104,090	SH		SOLE		104,090	0	0
CONOCOPHILLIPS	COM	20825C104	5,505	82,480	SH		SOLE		82,480	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	3,508	20,010	SH		SOLE		20,010	0	0
CORNING INC	COM	219350105	7,605	229,760	SH		SOLE		229,760	0	0
CREDIT ACCEP CORP MICH	COM	225310101	5,676	12,560	SH		SOLE		12,560	0	0
CROCS INC	COM	227046109	19,762	767,460	SH		SOLE		767,460	0	0
CTRIP COM INTL LTD	SPONSORED ADS	22943F100	3,155	72,220	SH		SOLE		72,220	0	0
DARDEN RESTAURANTS INC	COM	237194105	6,440	53,020	SH		SOLE		53,020	0	0
DAVE & BUSTERS ENTMT INC	COM	238337109	615	12,340	SH		SOLE		12,340	0	0
DECKERS OUTDOOR CORP	COM	243537107	29,546	201,010	SH		SOLE		201,010	0	0
DEERE & CO	COM	244199105	2,198	13,750	SH		SOLE		13,750	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	9,674	187,300	SH		SOLE		187,300	0	0
DIAGEO P L C	SPON ADR NEW	25243Q205	1,027	6,280	SH		SOLE		6,280	0	0
DICKS SPORTING GOODS INC	COM	253393102	6,803	184,808	SH		SOLE		184,808	0	0
DILLARDS INC	CL A	254067101	12,890	178,980	SH		SOLE		178,980	0	0
DOLLAR GEN CORP NEW	COM	256677105	10,588	88,750	SH		SOLE		88,750	0	0
DOW INC	COM	260557103	68,800	1,332,560	SH		SOLE		1,332,560	0	0
DOWDUPONT INC	COM	26078J100	197,577	3,706,184	SH		SOLE		3,706,184	0	0
DOWDUPONT INC	WHEN ISSUED	26078J118	20,589	570,800	SH		SOLE		570,800	0	0
DUNKIN BRANDS GROUP INC	COM	265504100	19,411	258,470	SH		SOLE		258,470	0	0
DXC TECHNOLOGY CO	COM	23355L106	344,498	5,356,833	SH		SOLE		5,356,833	0	0
E TRADE FINANCIAL CORP	COM NEW	269246401	6,371	137,220	SH		SOLE		137,220	0	0
EAGLE MATERIALS INC	COM	26969P108	150,876	1,789,755	SH		SOLE		1,789,755	0	0
EBAY INC	COM	278642103	5,581	150,280	SH		SOLE		150,280	0	0
EL POLLO LOCO HLDGS INC	COM	268603107	4,886	375,580	SH		SOLE		375,580	0	0
ENDO INTL PLC	SHS	G30401106	3,847	479,060	SH		SOLE		479,060	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	6,673	148,510	SH		SOLE		148,510	0	0
ETHAN ALLEN INTERIORS INC	COM	297602104	4,506	235,546	SH		SOLE		235,546	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	5,335	44,830	SH		SOLE		44,830	0	0
FACEBOOK INC	CL A	30303M102	5,654	33,920	SH		SOLE		33,920	0	0
FASTENAL CO	COM	311900104	2,923	45,450	SH		SOLE		45,450	0	0
FIAT CHRYSLER AUTOMOBILES N	SHS	N31738102	3,818	257,130	SH		SOLE		257,130	0	0
FISERV INC	COM	337738108	283,789	3,214,646	SH		SOLE		3,214,646	0	0
FIVE BELOW INC	COM	33829M101	460	3,700	SH		SOLE		3,700	0	0
FLEETCOR TECHNOLOGIES INC	COM	339041105	57,757	234,223	SH		SOLE		234,223	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	12,677	307,540	SH		SOLE		307,540	0	0
FLOWERS FOODS INC	COM	343498101	3,188	149,540	SH		SOLE		149,540	0	0
FORD MTR CO DEL	COM	345370860	2,540	289,290	SH		SOLE		289,290	0	0
GENESCO INC	COM	371532102	1,133	24,879	SH		SOLE		24,879	0	0
GENWORTH FINL INC	COM CL A	37247D106	6,890	1,799,060	SH		SOLE		1,799,060	0	0
GOLDMAN SACHS GROUP INC	COM	38141G104	6,545	34,090	SH		SOLE		34,090	0	0
GOODYEAR TIRE & RUBR CO	COM	382550101	13,689	754,210	SH		SOLE		754,210	0	0
GOPRO INC	CL A	38268T103	26,478	4,073,560	SH		SOLE		4,073,560	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	102,929	8,149,532	SH		SOLE		8,149,532	0	0
GRAY TELEVISION INC	COM	389375106	5,371	251,450	SH		SOLE		251,450	0	0
GROUPON INC	COM	399473107	24,540	6,912,790	SH		SOLE		6,912,790	0	0
GRUBHUB INC	COM	400110102	2,985	42,970	SH		SOLE		42,970	0	0
GUESS INC	COM	401617105	26,990	1,377,030	SH		SOLE		1,377,030	0	0
HANESBRANDS INC	COM	410345102	3,065	171,420	SH		SOLE		171,420	0	0
HARLEY DAVIDSON INC	COM	412822108	4,275	119,880	SH		SOLE		119,880	0	0
HASBRO INC	COM	418056107	5,618	66,080	SH		SOLE		66,080	0	0
HCA HEALTHCARE INC	COM	40412C101	4,125	31,640	SH		SOLE		31,640	0	0
HEARTLAND EXPRESS INC	COM	422347104	6,736	349,370	SH		SOLE		349,370	0	0
HELEN OF TROY CORP LTD	COM	G4388N106	1,585	13,670	SH		SOLE		13,670	0	0
HERSHEY CO	COM	427866108	1,838	16,010	SH		SOLE		16,010	0	0
HERTZ GLOBAL HLDGS INC	COM	42806J106	7,139	410,970	SH		SOLE		410,970	0	0
HIBBETT SPORTS INC	COM	428567101	5,734	251,390	SH		SOLE		251,390	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	33,097	398,233	SH		SOLE		398,233	0	0
HORIZON PHARMA PLC	SHS	G4617B105	5,007	189,440	SH		SOLE		189,440	0	0
HOSTESS BRANDS INC	CL A	44109J106	120	9,560	SH		SOLE		9,560	0	0
HUMANA INC	COM	444859102	164,374	617,948	SH		SOLE		617,948	0	0
HUNTSMAN CORP	COM	447011107	8,965	398,620	SH		SOLE		398,620	0	0
IAC INTERACTIVECORP	COM	44919P508	6,758	32,166	SH		SOLE		32,166	0	0
INFOSYS LTD	SPONSORED ADR	456788108	5,657	517,550	SH		SOLE		517,550	0	0
INGERSOLL-RAND PLC	SHS	G47791101	4,900	45,390	SH		SOLE		45,390	0	0
INPHI CORP	COM	45772F107	31,874	728,709	SH		SOLE		728,709	0	0
INTUIT	COM	461202103	2,303	8,810	SH		SOLE		8,810	0	0
J & J SNACK FOODS CORP	COM	466032109	405	2,550	SH		SOLE		2,550	0	0
JACK IN THE BOX INC	COM	466367109	10,364	127,850	SH		SOLE		127,850	0	0
JAZZ PHARMACEUTICALS PLC	SHS USD	G50871105	5,581	39,040	SH		SOLE		39,040	0	0
JETBLUE AWYS CORP	COM	477143101	1,666	101,860	SH		SOLE		101,860	0	0
JOHNSON & JOHNSON	COM	478160104	8,390	60,020	SH		SOLE		60,020	0	0
JPMORGAN CHASE & CO	COM	46625H100	13,521	133,570	SH		SOLE		133,570	0	0
KELLOGG CO	COM	487836108	2,681	46,720	SH		SOLE		46,720	0	0
KEYSIGHT TECHNOLOGIES INC	COM	49338L103	4,504	51,650	SH		SOLE		51,650	0	0
KIMBERLY CLARK CORP	COM	494368103	4,780	38,580	SH		SOLE		38,580	0	0
KKR & CO INC	CL A	48251W104	102,900	4,380,590	SH		SOLE		4,380,590	0	0
KOHLS CORP	COM	500255104	770	11,200	SH		SOLE		11,200	0	0
KROGER CO	COM	501044101	13,453	546,890	SH		SOLE		546,890	0	0
L3 TECHNOLOGIES INC	COM	502413107	4,495	21,780	SH		SOLE		21,780	0	0
LA Z BOY INC	COM	505336107	10,752	325,920	SH		SOLE		325,920	0	0
LAM RESEARCH CORP	COM	512807108	6,661	37,210	SH		SOLE		37,210	0	0
LAS VEGAS SANDS CORP	COM	517834107	101,169	1,659,593	SH		SOLE		1,659,593	0	0
LEAR CORP	COM NEW	521865204	3,157	23,260	SH		SOLE		23,260	0	0
LIBERTY EXPEDIA HLDGS INC	SER A COM	53046P109	6,526	152,470	SH		SOLE		152,470	0	0
LIBERTY TRIPADVISOR HLDGS IN	COM SER A	531465102	5,973	420,940	SH		SOLE		420,940	0	0
LIVANOVA PLC	SHS	G5509L101	5,705	58,660	SH		SOLE		58,660	0	0
LOWES COS INC	COM	548661107	259,515	2,370,651	SH		SOLE		2,370,651	0	0
LPL FINL HLDGS INC	COM	50212V100	6,294	90,360	SH		SOLE		90,360	0	0
LULULEMON ATHLETICA INC	COM	550021109	13,423	81,910	SH		SOLE		81,910	0	0
LUXOFT HLDG INC	ORD SHS CL A	G57279104	5,439	92,640	SH		SOLE		92,640	0	0
M & T BK CORP	COM	55261F104	13,530	86,170	SH		SOLE		86,170	0	0
MACYS INC	COM	55616P104	9,059	376,990	SH		SOLE		376,990	0	0
MADDEN STEVEN LTD	COM	556269108	1,589	46,960	SH		SOLE		46,960	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	19,264	65,719	SH		SOLE		65,719	0	0
MARINEMAX INC	COM	567908108	897	46,828	SH		SOLE		46,828	0	0
MASTERCARD INC	CL A	57636Q104	5,771	24,510	SH		SOLE		24,510	0	0
MCDONALDS CORP	COM	580135101	34,643	182,430	SH		SOLE		182,430	0	0
MEDICINES CO	COM	584688105	106,611	3,814,352	SH		SOLE		3,814,352	0	0
MERCER INTL INC	COM	588056101	3,385	250,549	SH		SOLE		250,549	0	0
METHANEX CORP	COM	59151K108	2,481	43,680	SH		SOLE		43,680	0	0
MICRON TECHNOLOGY INC	COM	595112103	5,422	131,190	SH		SOLE		131,190	0	0
MICROSOFT CORP	COM	594918104	411,440	3,488,553	SH		SOLE		3,488,553	0	0
MOLINA HEALTHCARE INC	COM	60855R100	7,072	49,820	SH		SOLE		49,820	0	0
MOLSON COORS BREWING CO	CL B	60871R209	9,747	163,410	SH		SOLE		163,410	0	0
MONDELEZ INTL INC	CL A	609207105	655	13,130	SH		SOLE		13,130	0	0
MONRO INC	COM	610236101	23,121	267,230	SH		SOLE		267,230	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	6,873	125,930	SH		SOLE		125,930	0	0
MORGAN STANLEY	COM NEW	617446448	6,766	160,320	SH		SOLE		160,320	0	0
NETEASE INC	SPONSORED ADR	64110W102	19,317	80,005	SH		SOLE		80,005	0	0
NEW ORIENTAL ED & TECH GRP I	SPON ADR	647581107	2,923	32,450	SH		SOLE		32,450	0	0
NIKE INC	CL B	654106103	132,850	1,577,599	SH		SOLE		1,577,599	0	0
NOKIA CORP	SPONSORED ADR	654902204	5,262	919,900	SH		SOLE		919,900	0	0
NU SKIN ENTERPRISES INC	CL A	67018T105	3,247	67,850	SH		SOLE		67,850	0	0
NUCOR CORP	COM	670346105	6,297	107,920	SH		SOLE		107,920	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	25,620	65,980	SH		SOLE		65,980	0	0
ONEMAIN HLDGS INC	COM	68268W103	6,165	194,160	SH		SOLE		194,160	0	0
OWENS CORNING NEW	COM	690742101	90,541	1,921,498	SH		SOLE		1,921,498	0	0
OXFORD INDS INC	COM	691497309	6,548	87,010	SH		SOLE		87,010	0	0
PAPA JOHNS INTL INC	COM	698813102	20,702	390,980	SH		SOLE		390,980	0	0
PEABODY ENERGY CORP NEW	COM	704551100	5,188	183,110	SH		SOLE		183,110	0	0
PENN NATL GAMING INC	COM	707569109	1,331	66,240	SH		SOLE		66,240	0	0
PERSPECTA INC	COM	715347100	159,847	7,905,402	SH		SOLE		7,905,402	0	0
PETROLEO BRASILEIRO SA PETRO	SPONSORED ADR	71654V408	5,632	353,760	SH		SOLE		353,760	0	0
PLANET FITNESS INC	CL A	72703H101	13,475	196,080	SH		SOLE		196,080	0	0
POPULAR INC	COM NEW	733174700	5,055	96,960	SH		SOLE		96,960	0	0
POST HLDGS INC	COM	737446104	1,201	10,980	SH		SOLE		10,980	0	0
PPG INDS INC	COM	693506107	2,493	22,090	SH		SOLE		22,090	0	0
PVH CORP	COM	693656100	4,083	33,480	SH		SOLE		33,480	0	0
QORVO INC	COM	74736K101	7,432	103,610	SH		SOLE		103,610	0	0
RENT A CTR INC NEW	COM	76009N100	8,142	390,130	SH		SOLE		390,130	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	13,391	205,670	SH		SOLE		205,670	0	0
RIO TINTO PLC	SPONSORED ADR	767204100	5,650	96,010	SH		SOLE		96,010	0	0
RUTHS HOSPITALITY GROUP INC	COM	783332109	5,371	209,883	SH		SOLE		209,883	0	0
SALLY BEAUTY HLDGS INC	COM	79546E104	16,598	901,570	SH		SOLE		901,570	0	0
SANTANDER CONSUMER USA HDG I	COM	80283M101	5,675	268,590	SH		SOLE		268,590	0	0
SCOTTS MIRACLE GRO CO	CL A	810186106	2,856	36,350	SH		SOLE		36,350	0	0
SEAWORLD ENTMT INC	COM	81282V100	762	29,580	SH		SOLE		29,580	0	0
SHAKE SHACK INC	CL A	819047101	10,065	170,160	SH		SOLE		170,160	0	0
SHERWIN WILLIAMS CO	COM	824348106	14,429	33,500	SH		SOLE		33,500	0	0
SHUTTERFLY INC	COM	82568P304	31,054	764,135	SH		SOLE		764,135	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	28,537	1,050,710	SH		SOLE		1,050,710	0	0
SINA CORP	ORD	G81477104	4,735	79,930	SH		SOLE		79,930	0	0
SIX FLAGS ENTMT CORP NEW	COM	83001A102	10,554	213,870	SH		SOLE		213,870	0	0
SKYWORKS SOLUTIONS INC	COM	83088M102	3,330	40,370	SH		SOLE		40,370	0	0
SLEEP NUMBER CORP	COM	83125X103	1,676	35,663	SH		SOLE		35,663	0	0
SMUCKER J M CO	COM NEW	832696405	8,280	71,070	SH		SOLE		71,070	0	0
SNAP ON INC	COM	833034101	7,705	49,230	SH		SOLE		49,230	0	0
SONY CORP	SPONSORED ADR	835699307	4,825	114,220	SH		SOLE		114,220	0	0
SOTHEBYS	COM	835898107	1,720	45,560	SH		SOLE		45,560	0	0
SOUTHWEST AIRLS CO	COM	844741108	1,899	36,590	SH		SOLE		36,590	0	0
SS&C TECHNOLOGIES HLDGS INC	COM	78467J100	141,959	2,228,910	SH		SOLE		2,228,910	0	0
SYNOPSYS INC	COM	871607107	52,830	458,789	SH		SOLE		458,789	0	0
T MOBILE US INC	COM	872590104	237,328	3,434,562	SH		SOLE		3,434,562	0	0
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	874039100	5,801	141,620	SH		SOLE		141,620	0	0
TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	874060205	35,478	1,741,666	SH		SOLE		1,741,666	0	0
TAPESTRY INC	COM	876030107	5,369	165,260	SH		SOLE		165,260	0	0
TARGET CORP	COM	87612E106	3,179	39,611	SH		SOLE		39,611	0	0
TECK RESOURCES LTD	CL B	878742204	5,689	245,440	SH		SOLE		245,440	0	0
TEMPUR SEALY INTL INC	COM	88023U101	36,769	637,570	SH		SOLE		637,570	0	0
TENET HEALTHCARE CORP	COM NEW	88033G407	2,952	102,370	SH		SOLE		102,370	0	0
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	881624209	1,482	94,530	SH		SOLE		94,530	0	0
TEXAS INSTRS INC	COM	882508104	5,561	52,430	SH		SOLE		52,430	0	0
THE CHARLES SCHWAB CORPORATI	COM	808513105	99,410	2,324,830	SH		SOLE		2,324,830	0	0
THERMO FISHER SCIENTIFIC INC	COM	883556102	7,218	26,370	SH		SOLE		26,370	0	0
TIFFANY & CO NEW	COM	886547108	12,874	121,970	SH		SOLE		121,970	0	0
TIM PARTICIPACOES S A	SPONSORED ADR	88706P205	5,333	353,660	SH		SOLE		353,660	0	0
TIVITY HEALTH INC	COM	88870R102	625	35,580	SH		SOLE		35,580	0	0
TJX COS INC NEW	COM	872540109	1,047	19,680	SH		SOLE		19,680	0	0
TORO CO	COM	891092108	11,202	162,730	SH		SOLE		162,730	0	0
TORONTO DOMINION BK ONT	COM NEW	891160509	12,512	230,290	SH		SOLE		230,290	0	0
TRANSDIGM GROUP INC	COM	893641100	7,150	15,750	SH		SOLE		15,750	0	0
TRANSOCEAN LTD	REG SHS	H8817H100	5,681	652,270	SH		SOLE		652,270	0	0
TRIPADVISOR INC	COM	896945201	6,402	124,440	SH		SOLE		124,440	0	0
TWITTER INC	COM	90184L102	7,603	231,220	SH		SOLE		231,220	0	0
TYSON FOODS INC	CL A	902494103	2,586	37,240	SH		SOLE		37,240	0	0
ULTA BEAUTY INC	COM	90384S303	16,108	46,190	SH		SOLE		46,190	0	0
UNILEVER N V	N Y SHS NEW	904784709	6,116	104,930	SH		SOLE		104,930	0	0
UNITED CONTL HLDGS INC	COM	910047109	27,617	346,167	SH		SOLE		346,167	0	0
UNITED NAT FOODS INC	COM	911163103	2,471	186,910	SH		SOLE		186,910	0	0
UNIVERSAL HLTH SVCS INC	CL B	913903100	7,483	55,940	SH		SOLE		55,940	0	0
US FOODS HLDG CORP	COM	912008109	119,391	3,419,975	SH		SOLE		3,419,975	0	0
VALE S A	SPONSORED ADS	91912E105	5,823	445,880	SH		SOLE		445,880	0	0
VIACOM INC NEW	CL B	92553P201	6,780	241,530	SH		SOLE		241,530	0	0
VISA INC	COM CL A	92826C839	5,860	37,520	SH		SOLE		37,520	0	0
WALMART INC	COM	931142103	3,428	35,150	SH		SOLE		35,150	0	0
WARRIOR MET COAL INC	COM	93627C101	7,334	241,250	SH		SOLE		241,250	0	0
WASTE CONNECTIONS INC	COM	94106B101	45,034	508,338	SH		SOLE		508,338	0	0
WAYFAIR INC	CL A	94419L101	772	5,200	SH		SOLE		5,200	0	0
WEIGHT WATCHERS INTL INC NEW	COM	948626106	1,100	54,566	SH		SOLE		54,566	0	0
WELLCARE HEALTH PLANS INC	COM	94946T106	67,438	250,000	SH		SOLE		250,000	0	0
WENDYS CO	COM	95058W100	6,940	387,920	SH		SOLE		387,920	0	0
WEST PHARMACEUTICAL SVSC INC	COM	955306105	10,825	98,230	SH		SOLE		98,230	0	0
WILLIAMS SONOMA INC	COM	969904101	9,197	163,440	SH		SOLE		163,440	0	0
WINGSTOP INC	COM	974155103	10,009	131,650	SH		SOLE		131,650	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	7,258	83,640	SH		SOLE		83,640	0	0
WYNN RESORTS LTD	COM	983134107	106,556	893,024	SH		SOLE		893,024	0	0
YELP INC	CL A	985817105	6,372	184,700	SH		SOLE		184,700	0	0
YUM BRANDS INC	COM	988498101	17,974	180,080	SH		SOLE		180,080	0	0
YY INC	SPONSORED ADS A	98426T106	6,532	77,750	SH		SOLE		77,750	0	0
ZUMIEZ INC	COM	989817101	6,559	263,520	SH		SOLE		263,520	0	0