| Hexcel Corporation(HXL) | COM | 428291108 | $110.0K | 2,139,371 | 9.7% |
| Dollar General Corporation(DG) | COM | 256677105 | $109.9K | 1,483,619 | 9.7% |
| Tempur Sealy Intl Inc COM(SGI) | COM | 88023U101 | $105.2K | 1,541,163 | 9.3% |
| Axalta Coating Systems LTD(AXTA) | COM | G0750C108 | $100.6K | 3,698,178 | 8.9% |
| Berkshire Hathaway Inc del CL(BRK/A) | COM | 084670108 | $95.7K | 392 | 8.5% |
| Priceline Group Inc | COM | 741503403 | $93.1K | 63,478 | 8.2% |
| Express Scripts Hldg Co | COM | 30219G108 | $86.2K | 1,252,618 | 7.6% |
| Comcast Corp New CL A(CMCSA) | COM | 20030N101 | $76.8K | 1,112,401 | 6.8% |
| Allison Transmission Hldgs Inc(ALSN) | COM | 01973R101 | $74.8K | 2,220,949 | 6.6% |
| Everbank Finl Corp COM | COM | 29977G102 | $70.6K | 3,630,753 | 6.2% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $68.8K | 421,902 | 6.1% |
| Laboratory Corp Amer Hldgs COM | COM | 50540R409 | $47.0K | 366,010 | 4.2% |
| Sally Beauty Holdings Inc(SBH) | COM | 79546E104 | $39.1K | 1,479,031 | 3.5% |
| Dolby Laboratories Inc COM(DLB) | COM | 25659T107 | $31.8K | 704,240 | 2.8% |
| Blackhawk Network Holdings Inc | COM | 09238E104 | $8.8K | 233,000 | 0.8% |
| Coca Cola Co COM(KO) | COM | 191216100 | $7.8K | 187,064 | 0.7% |
| Exact Sciences Corp COM(EXAS) | COM | 30063P105 | $1.4K | 105,000 | 0.1% |
| Siem Inds Inc COM | COM | G81226105 | $1.3K | 21,200 | 0.1% |
| US Bancorp del COM New(USB) | COM | 902973304 | $832 | 16,200 | 0.1% |
| Chevron Corp New COM(CVX) | COM | 166764100 | $403 | 3,425 | 0.0% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $364 | 3,636 | 0.0% |
| Exxon Mobil Corp COM(XOM) | COM | 30231G102 | $360 | 3,985 | 0.0% |
| World Fuel Svcs Corp COM(WKC) | COM | 981475106 | $283 | 6,170 | 0.0% |
| Tortoise MLP FD Inc | COM | 89148B101 | $267 | 14,000 | 0.0% |
| Bank of America Corporation Co(BAC) | COM | 060505104 | $243 | 11,015 | 0.0% |
| Mid-Amer APT Cmntys Inc COM(MAA) | COM | 59522J103 | $237 | 2,421 | 0.0% |