Q3 2013 Holdings
Filed 2013-11-13 | 15 holdings | $247.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp.(CACC) | COMMON STOCK | 225310101 | $246.3M | 2,222,789 | 99.5% |
| Vistaprint N.V. | SHS | N93540107 | $253.5K | 4,478,200 | 0.1% |
| Greenmountain Coffee Roasters, Inc. | COMMON STOCK | 393122106 | $207.7K | 2,757,224 | 0.1% |
| Neustar Inc. | CL A | 64126X201 | $192.5K | 3,890,677 | 0.1% |
| World Acceptance Corp.(WRLD) | COMMON STOCK | 981419104 | $145.4K | 1,616,924 | 0.1% |
| Alliance Data Systems Corp.(BFH) | COMMON STOCK | 018581108 | $83.3K | 393,989 | 0.0% |
| Tractor Supply Co.(TSCO) | COMMON STOCK | 892356106 | $64.6K | 962,236 | 0.0% |
| Copart, Inc.(CPRT) | COMMON STOCK | 217204106 | $61.5K | 1,934,607 | 0.0% |
| Life Time Fitness, Inc. | COMMON STOCK | 53217R207 | $60.6K | 1,176,450 | 0.0% |
| NU Skin Enterprises, Inc.(NUS) | CL A | 67018T105 | $25.7K | 268,391 | 0.0% |
| Sears Holdings Corp. | COMMON STOCK | 812350106 | $24.2K | 406,949 | 0.0% |
| Lifelock, Inc. | COMMON STOCK | 53224V100 | $23.8K | 1,603,469 | 0.0% |
| Support.com, Inc. | COMMON STOCK | 86858W101 | $20.5K | 3,756,364 | 0.0% |
| Systemax Inc. | COMMON STOCK | 871851101 | $19.2K | 2,068,611 | 0.0% |
| Strayer Education Inc. | COMMON STOCK | 863236105 | $6.3K | 152,100 | 0.0% |