Q2 2015 Holdings
Filed 2015-08-14 | 208 holdings | $41.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Barclays International Tr(BWX) | BARCLY INTL ETF | 78464A516 | $57.7K | 1,110,109 | 0.1% |
| Burlington Stores, Inc.(BURL) | COM | 122017106 | $1.4M | 26,529 | 3.2% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $1.7M | 30,897 | 4.1% |
| AutoNation Inc.(AN) | COM | 05329W102 | $5.7M | 90,033 | 13.5% |
| Biogen Inc.(BIIB) | COM | 09062X103 | $5.9M | 14,499 | 14.0% |
| CarMax Inc.(KMX) | COM | 143130102 | $7.1M | 107,618 | 17.0% |
| AutoZone Inc.(AZO) | COM | 053332102 | $7.7M | 11,562 | 18.4% |
| Asbury Automotive Group Inc.(ABG) | COM | 043436104 | $11.4M | 125,572 | 27.2% |