Q4 2013 Holdings
Filed 2014-02-14 | 34 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Catamaran Corp | COM | 148887102 | $136.4K | 2,874,235 | 5.5% |
| Foot Locker Inc(WOO) | COM | 344849104 | $123.7K | 2,985,257 | 5.0% |
| Lamar Advertising Co | CL A | 512815101 | $114.4K | 2,189,894 | 4.6% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $112.0K | 3,329,620 | 4.5% |
| Directv | COM | 25490A309 | $110.6K | 1,601,142 | 4.5% |
| Ulta Salon Cosmetcs & Frag I(ULTA) | COM | 90384S303 | $106.8K | 1,106,797 | 4.3% |
| Starwood Hotels&resorts Wrld | COM | 85590A401 | $103.8K | 1,306,499 | 4.2% |
| News Corp New(NWSA) | CL A | 65249B109 | $97.1K | 5,389,179 | 3.9% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $95.4K | 1,754,690 | 3.9% |
| Liberty Global PLC | SHS CL A | G5480U104 | $89.1K | 1,000,757 | 3.6% |
| Ralph Lauren Corp(RL) | CL A | 751212101 | $86.4K | 489,552 | 3.5% |
| Fossil Group Inc(FOSL) | COM | 34988V106 | $77.6K | 646,705 | 3.1% |
| Mens Wearhouse Inc | COM | 587118100 | $76.6K | 1,499,525 | 3.1% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $76.5K | 905,686 | 3.1% |
| Fortune Brands Home & SEC in(FBIN) | COM | 34964C106 | $76.2K | 1,668,426 | 3.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $76.2K | 1,290,660 | 3.1% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $75.8K | 933,820 | 3.1% |
| Facebook Inc(META) | CL A | 30303M102 | $75.7K | 1,384,507 | 3.1% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $74.8K | 2,016,343 | 3.0% |
| Pandora Media Inc | COM | 698354107 | $72.7K | 2,734,006 | 2.9% |
| Priceline COM Inc | COM NEW | 741503403 | $67.2K | 57,774 | 2.7% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $64.3K | 1,065,481 | 2.6% |
| Aeropostale | COM | 007865108 | $58.6K | 6,443,864 | 2.4% |
| Restoration Hardware Hldgs I | COM | 761283100 | $53.3K | 792,295 | 2.2% |
| Liberty Global PLC | SHS CL C | G5480U120 | $52.5K | 623,009 | 2.1% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $51.9K | 345,202 | 2.1% |
| TIM Hortons Inc | COM | 88706M103 | $50.0K | 856,679 | 2.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $43.5K | 11,441,308 | 1.8% |
| JOS A Bank Clothiers Inc | COM | 480838101 | $40.6K | 741,684 | 1.6% |
| Green MTN Coffee Roasters in | COM | 393122106 | $35.0K | 462,818 | 1.4% |
| Herbalife LTD(HLF) | COM USD SHS | G4412G101 | $31.5K | 400,000 | 1.3% |
| Penney J C Inc | COM | 708160106 | $29.3K | 3,206,127 | 1.2% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $24.8K | 2,045,048 | 1.0% |
| Zumiez Inc(ZUMZ) | COM | 989817101 | $6.4K | 245,782 | 0.3% |