2015-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Alibaba Group Holding Limited US01609W1027	+767K	4.1M	BUY
Amazon.com, Inc. US0231351067	-3.9M	17M	SELL	$23.22–$32.10
American Airlines Group Inc. US02376R1023	+182K	2.6M	BUY
Apple Inc. US0378331005	+756K	15M	BUY	$23.89–$28.10
Bank of America Corporation US0605051046	+307K	4.4M	BUY	$13.56–$16.71
Boyd Gaming Corporation US1033041013	+92K	3.8M	BUY
Citigroup Inc. US1729674242	+83K	1.2M	BUY
Delta Air Lines, Inc. US2473617023	+168K	2.6M	BUY
GameStop Corp. US36467W1099	+462K	6.7M	BUY
General Motors Company US37045V1008	+69K	1.3M	BUY
Genworth Financial, Inc. US37247D1063	+908K	13M	BUY
Gilead Sciences, Inc. US3755581036	+38K	578K	BUY
Green Brick Partners, Inc. US3927091013	+395K	2.1M	BUY
JD.com, Inc. US47215P1066	+483K	1.6M	BUY
KB Home US48666K1097	+816K	3.9M	BUY
Lennar Corporation US5260571048	+149K	2.1M	BUY
MGIC Investment Corporation US5528481030	+665K	9.4M	BUY
Netflix, Inc. US64110L1061	+57K	814K	BUY
PulteGroup, Inc. US7458671010	+468K	4.9M	BUY
QUALCOMM Incorporated US7475251036	+18K	736K	BUY
Radian Group Inc. US7502361014	+129K	1.8M	BUY
Tri Pointe Homes, Inc. US87265H1095	+400K	2.3M	BUY
Taylor Morrison Home Corporation US87724P1066	+446K	2.6M	BUY
Twitter, Inc. (delisted) US90184L1026	+995K	14M	BUY
United Airlines Holdings, Inc. US9100471096	+127K	1.8M	BUY