Q3 2017 Holdings
Filed 2017-11-14 | 12 holdings | $58.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian PAC RY LTD | COM | 13645T100 | $9.4K | 56,000 | 16.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $7.8K | 203,800 | 13.5% |
| Reliance Steel & Aluminum Co(RS) | COM | 759509102 | $7.4K | 97,700 | 12.8% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $7.2K | 151,300 | 12.4% |
| Starbucks Corp(SBUX) | COM | 855244109 | $6.5K | 121,700 | 11.2% |
| United Contl Hldgs Inc(UAL) | COM | 910047109 | $5.0K | 81,800 | 8.6% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $4.8K | 99,700 | 8.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.9K | 3,000 | 5.0% |
| Avis Budget Group(CAR) | COM | 053774105 | $2.8K | 72,700 | 4.8% |
| Lions Gate Entmnt Corp(LGF/BEUR) | CL B NON VTG | 535919500 | $1.8K | 55,900 | 3.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $1.4K | 4,400 | 2.3% |
| Hertz Global Hldgs Inc | COM | 42806J106 | $1.1K | 49,400 | 1.9% |