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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

RIVULET CAPITAL, LLC INSTITUTION : RIVULET CAPITAL, LLC
RIVULET CAPITAL, LLC Portfolio (reported on 2020-05-15)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
BOOKING HLDGS INC    (COM) 208,054,000 154,650 13.32%
DOLLAR TREE INC    (COM) DLTR 203,879,000 2,775,000 13.05%
SEALED AIR CORP NEW    (COM) SEE 190,368,000 7,704,093 12.18%
MASTERCARD INC    (CL A) MA 145,552,000 602,550 9.31%
TE CONNECTIVITY LTD    (REG SHS) TEL 131,934,000 2,094,859 8.44%
CORNERSTONE ONDEMAND INC    (COM) CSOD 124,619,000 3,925,000 7.97%
AXALTA COATING SYS LTD    (COM) AXTA 120,329,000 6,967,492 7.70%
CROWN HLDGS INC    (COM) CCK 102,299,000 1,762,567 6.54%
EVERTEC INC    (COM) EVTC 102,235,000 4,497,822 6.54%
ULTA BEAUTY INC    (COM) ULTA 92,350,000 525,610 5.91%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 54,189,000 180,000 3.46%
CINEMARK HOLDINGS INC    (COM) CNK 50,919,000 4,996,973 3.26%
FIVE BELOW INC    (COM) FIVE 28,768,000 408,750 1.84%
BLACKLINE INC    (COM) 6,371,000 121,095 0.40%
Total Value As 2020-03-31: 1,561,866,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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