Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting LOWES COS INC,LOW,,Buy,548661107,1948491000.0,10374801.0,24.736 CHIPOTLE MEXICAN GRILL INC,CMG,, ,169656105,1660862000.0,1105208.0,21.085 RESTAURANT BRANDS INTL INC,QSR,,Buy,76131D103,1286646000.0,24194166.0,16.334 HILTON WORLDWIDE HLDGS INC,HLT,,Buy,43300A203,1210009000.0,10031580.0,15.361 CANADIAN PAC RY LTD,CP,,Buy,13645T100,1016616000.0,15237044.0,12.906 HOWARD HUGHES CORP,HHC,, ,44267D107,754421000.0,13620164.0,9.577 DOMINOS PIZZA INC,DPZ,,Exit,25754A201,0.0,-2061312.0,-10.765