Q2 2016 Holdings
Filed 2016-08-12 | 14 holdings | $55.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| YUM Brands Inc(YUM) | COM | 988498101 | $6.9K | 83,601 | 12.4% |
| Masimo Corp(MASI) | COM | 574795100 | $6.6K | 126,045 | 11.9% |
| L Brands Inc | COM | 501797104 | $5.7K | 85,000 | 10.2% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $5.4K | 90,100 | 9.6% |
| Halyard Health Inc | COM | 40650V100 | $5.1K | 156,686 | 9.1% |
| Five Below Inc(FIVE) | COM | 33829M101 | $5.1K | 109,025 | 9.1% |
| Insulet Corp(PODD) | COM | 45784P101 | $4.6K | 151,343 | 8.2% |
| PVH Corp(PVH) | COM | 693656100 | $4.1K | 44,000 | 7.4% |
| GNC Hldgs Inc | COM CL A | 36191G107 | $3.8K | 156,174 | 6.8% |
| Motorcar PTS Amer Inc(MPAA) | COM | 620071100 | $2.3K | 82,982 | 4.0% |
| Orthofix Intl N V | COM | N6748L102 | $2.3K | 121,022 | 4.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $2.2K | 72,615 | 3.9% |
| Travelport Worldwide LTD | SHS | G9019D104 | $1.3K | 97,689 | 2.3% |
| Vitae Pharmaceuticals Inc | COM | 92847N103 | $594 | 55,027 | 1.1% |