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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 12/31/2020 09/30/2020 06/30/2020 03/31/2020 12/31/2019 09/30/2019 06/30/2019 03/31/2019 12/31/2018 09/30/2018 06/30/2018 03/31/2018 12/31/2017 09/30/2017 06/30/2017 03/31/2017 12/31/2016 09/30/2016 06/30/2016 03/31/2016 12/31/2015 09/30/2015 06/30/2015 03/31/2015 12/31/2014 09/30/2014 06/30/2014 03/31/2014 12/31/2013 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999
	Name Ticker Class Shares Change Value Change Date PG&E Corp PCG Common 84,935,257 0 1,058,293,000 260,751,000 12/31/2020 Walt Disney Co DIS Common 4,800,000 -500,000 869,664,000 212,040,000 12/31/2020 DANAHER CORP /DE/ DHR Common 3,000,000 0 666,420,000 20,430,000 12/31/2020 IAA, Inc. IAA COM 9,900,000 -635,000 643,302,000 94,745,000 12/31/2020 Upstart Holdings, Inc. UPST Common 13,381,222 13,381,222 520,444,000 520,444,000 12/31/2020 CHARTER COMMUNICATIONS, INC. /MO/ CHTR COM 750,000 0 496,162,000 27,907,000 12/31/2020 AMAZON COM INC AMZN Common 145,000 -60,000 472,255,000 -173,235,000 12/31/2020 Alphabet Inc. GOOGL COM 260,000 260,000 455,686,000 455,686,000 12/31/2020 Burlington Stores, Inc. BURL COM 1,670,000 0 436,788,000 92,618,000 12/31/2020 INTUIT INC INTU Common 1,000,000 700,000 379,850,000 281,987,000 12/31/2020 VISA INC. V CL A 1,550,000 0 339,032,000 29,078,000 12/31/2020 Alibaba Group Holding Ltd BABA SPONSORED ADS 1,400,000 -1,125,000 325,822,000 -416,478,000 12/31/2020 IQVIA HOLDINGS INC. IQV COM 1,810,400 0 324,369,000 38,996,000 12/31/2020 Avantor, Inc. AVTR Common 11,000,000 6,000,000 309,650,000 197,200,000 12/31/2020 Fidelity National Information Services, Inc. FIS Common 2,136,422 -1,063,578 302,218,000 -168,854,000 12/31/2020 Facebook Inc FB Common 1,100,000 -25,000 300,476,000 5,838,000 12/31/2020 TransDigm Group INC TDG Common 485,000 50,000 300,142,000 93,465,000 12/31/2020 JD.com, Inc. JD Common 3,400,000 -1,050,000 298,860,000 -46,504,000 12/31/2020 S&P Global Inc. SPGI COM 900,000 125,000 295,857,000 16,392,000 12/31/2020 MICROSOFT CORP MSFT Common 1,300,000 200,000 289,146,000 57,783,000 12/31/2020 Ferrari N.V. RACE COM 1,085,000 0 249,029,000 49,291,000 12/31/2020 ADOBE INC. ADBE Common 455,000 -185,000 227,555,000 -86,320,000 12/31/2020 SALESFORCE.COM, INC. CRM Common 900,000 -525,000 200,277,000 -157,854,000 12/31/2020 Aptiv PLC APTV SHS 1,500,000 1,500,000 195,435,000 195,435,000 12/31/2020 TE Connectivity Ltd. TEL COM 1,550,000 0 187,658,000 36,161,000 12/31/2020 Planet Fitness, Inc. PLNT CL A 2,305,900 1,533,700 179,007,000 131,424,000 12/31/2020 Expedia Group, Inc. EXPE Common 1,200,000 -425,000 158,880,000 9,884,000 12/31/2020 Black Knight, Inc. BKI COM 1,750,000 0 154,612,000 2,274,000 12/31/2020 STANLEY BLACK & DECKER, INC. SWK common 817,841 817,841 146,034,000 146,034,000 12/31/2020 NIKE, Inc. NKE Common 1,000,000 1,000,000 141,470,000 141,470,000 12/31/2020 Catalent, Inc. CTLT COM 1,225,000 1,225,000 127,486,000 127,486,000 12/31/2020 Leslie's, Inc. LESL COM 4,500,000 4,500,000 124,875,000 124,875,000 12/31/2020 CARMAX INC KMX Common 1,275,000 1,275,000 120,436,000 120,436,000 12/31/2020 Global Blue Group Holding AG GB Common 9,129,625 -1,291,427 118,685,000 46,259,000 12/31/2020 RH RH Common Stock 258,452 258,452 115,662,000 115,662,000 12/31/2020 << Prev     Next >>

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