Q4 2018 Holdings
Filed 2019-02-14 | 68 holdings | $41.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $13.3K | 100,735 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $14.2K | 90,000 | 0.0% |
| KBR Inc(KBR) | COM | 48242W106 | $14.5K | 957,653 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $15.0K | 180,000 | 0.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $15.9K | 162,600 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $16.2K | 399,696 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.5K | 11,000 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $17.6K | 145,000 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $23.8K | 315,787 | 0.1% |
| Brunswick Corp(BC) | COM | 117043109 | $24.4K | 525,482 | 0.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $32.5K | 897,946 | 0.1% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $35.0K | 340,841 | 0.1% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $36.2K | 350,986 | 0.1% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $2.0M | 45,000 | 4.8% |
| Autozone Inc(AZO) | COM | 053332102 | $2.5M | 3,000 | 6.1% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $6.0M | 350,000 | 14.5% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $11.1M | 500,000 | 27.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $19.0M | 117,000 | 46.3% |