| AMZNAMAZON COM INC | New Buy | 9.3% | 2,121,391 | +2,121,391 | +9.3pp | $230.82 |
| MOHMOLINA HEALTHCARE INC | New Buy | 2.1% | 625,000 | +625,000 | +2.1pp | $173.54 |
| AEROGRUPO AEROMEXICO SAB DE CV | New Buy | 2.0% | 4,855,180 | +4,855,180 | +2.0pp | $21.96 |
| HLFHERBALIFE LTD | Add | 2.3% | 9,259,844 | +1,500,000 | +0.9pp | $12.89 |
| GPCGENUINE PARTS CO | Add | 3.5% | 1,486,088 | +91,088 | -0.6pp | $122.96 |
| WTWWILLIS TOWERS WATSON PLC LTD | Add | 8.5% | 1,357,601 | +268,536 | +0.6pp | $328.60 |
| FISFIDELITY NATL INFORMATION SV | Add | 5.7% | 4,503,801 | +714,090 | +0.4pp | $66.46 |
| FISVFISERV INC | Add | 2.8% | 2,200,000 | +1,305,000 | +0.4pp | $67.17 |
| UNPUNION PAC CORP | Add | 7.1% | 1,627,254 | +131,050 | -0.3pp | $231.32 |
| EXPEAGLE MATLS INC | Add | 4.6% | 1,185,248 | +245,588 | +0.1pp | $206.68 |