Black Creek Investment Management Inc. Q1 2016 Filing

Filed May 13, 2016

Portfolio Value

$1.1B

Holdings

19

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (19 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	IBNICICI Bank Ltd (ADR)	19,928,276	$142.7M	12.60%
2	ORCLOracle Corp	3,083,131	$126.1M	11.14%
3	FCNFTI Consulting Inc.	3,003,480	$106.7M	9.42%
4	GGALGrupo Financiero Santander Mexico	11,690,584	$105.6M	9.32%
5	HAEHaemonetics Corporation	2,496,291	$87.3M	7.71%
6	TLVGrupo Televisa SA	3,040,478	$83.5M	7.37%
7	—Inovalon Holdings Inc. CLA	4,367,588	$80.9M	7.14%
8	CCLCarnival Corp.	1,530,733	$80.8M	7.13%
9	—Nielsen Holdings PLC	1,228,970	$64.7M	5.71%
10	GRFSGrifols SA (ADR)	2,808,662	$43.5M	3.84%
11	ARCOArcos Dorados Holdings Inc.	11,031,042	$41.4M	3.65%
12	SNPSSynopsys Inc.	642,100	$31.1M	2.75%
13	—Agrium Inc	296,350	$26.3M	2.32%
14	CCOCameco Corp	1,981,000	$25.5M	2.25%
15	JPXAeroVironment Inc.	766,000	$21.7M	1.92%
16	GOOGAlphabet Inc. CL C.	28,868	$21.5M	1.90%
17	DNOWNow Inc.	1,177,597	$20.9M	1.84%
18	BWABorgwarner Inc.	412,500	$15.8M	1.40%
19	GOOGLAlphabet Inc. CL.A	8,805	$6.7M	0.59%