Q3 2018 Holdings
Filed 2018-11-14 | 72 holdings | $85.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $24.9K | 148,030 | 0.0% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $26.0K | 766,620 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $26.9K | 130,000 | 0.0% |
| American Eagle Outfitters NE(AEO) | COM | 02553E106 | $29.5K | 1,188,430 | 0.0% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $31.5K | 460,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $33.1K | 88,573 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $33.2K | 230,000 | 0.0% |
| Hubbell Inc(HUBB) | COM | 443510607 | $35.0K | 261,913 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $35.4K | 102,265 | 0.0% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $38.7K | 795,507 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $40.1K | 20,000 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $41.6K | 457,400 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $41.6K | 381,841 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $42.1K | 331,319 | 0.0% |
| Worldpay Inc(WP) | CL A | 981558109 | $43.2K | 426,743 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $48.6K | 199,002 | 0.1% |
| Autozone Inc(AZO) | COM | 053332102 | $2.8M | 3,545 | 3.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $8.2M | 50,000 | 9.7% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $10.0M | 375,000 | 11.8% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $12.2M | 189,000 | 14.3% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $24.1M | 850,000 | 28.3% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $26.9M | 165,000 | 31.5% |