Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting LOWES COS INC,LOW,, ,548661107,1782910000.0,10207306.0,23.892 CHIPOTLE MEXICAN GRILL INC,CMG,,Sell,169656105,1444794000.0,1105208.0,19.361 RESTAURANT BRANDS INTL INC,QSR,,Sell,76131D103,1194705000.0,23822641.0,16.01 HILTON WORLDWIDE HLDGS INC,HLT,,Sell,43300A203,1104215000.0,9908602.0,14.797 HOWARD HUGHES CORP,HHC,, ,44267D107,926852000.0,13620164.0,12.42 DOMINOS PIZZA INC,DPZ,,Sell,25754A201,803314000.0,2061312.0,10.765 CANADIAN PAC RY LTD,CP,, ,13645T100,205627000.0,2944259.0,2.756 NETFLIX INC,NFLX,,Exit,64110L106,0.0,-3109965.0,-11.21