Q2 2013 Holdings
Filed 2013-08-14 | 170 holdings | $83.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Best BUY Inc(BBY) | COM | 086516101 | $30.1K | 1,100,000 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $31.0K | 400,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $31.8K | 500,000 | 0.0% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $32.6K | 1,075,000 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $33.1K | 1,127,000 | 0.0% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $33.1K | 500,000 | 0.0% |
| Petsmart Inc | COM | 716768106 | $33.5K | 500,000 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $36.4K | 100,000 | 0.0% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $37.7K | 2,465,100 | 0.0% |
| Realogy Hldgs Corp | COM | 75605Y106 | $38.6K | 803,700 | 0.0% |
| GNC Hldgs Inc | COM CL A | 36191G107 | $39.8K | 900,000 | 0.0% |
| PVH Corp(PVH) | COM | 693656100 | $40.6K | 325,000 | 0.0% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $42.1K | 700,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $48.6K | 175,000 | 0.1% |
| Supervalu Inc | COM | 868536103 | $55.4K | 8,902,034 | 0.1% |
| CAL Dive Intl Inc del(CDVIQ) | COM | 12802T101 | $3.4M | 1,828,344 | 4.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.6M | 200,000 | 4.4% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $10.7M | 575,000 | 12.9% |
| Carmax Inc(KMX) | COM | 143130102 | $30.0M | 650,000 | 36.0% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $33.8M | 975,000 | 40.6% |