Q2 2014 Holdings
Filed 2014-08-14 | 14 holdings | $274.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp.(CACC) | COMMON STOCK | 225310101 | $273.6M | 2,222,789 | 99.6% |
| Keurig Green Mountain, Inc. | COMMON STOCK | 49271M100 | $394.4K | 3,165,425 | 0.1% |
| Vistaprint N.V. | SHS | N93540107 | $174.6K | 4,316,300 | 0.1% |
| World Acceptance Corp.(WRLD) | COMMON STOCK | 981419104 | $122.8K | 1,616,924 | 0.0% |
| Neustar Inc. | CL A | 64126X201 | $101.2K | 3,890,677 | 0.0% |
| NU Skin Enterprises, Inc.(NUS) | CL A | 67018T105 | $83.0K | 1,121,647 | 0.0% |
| Alliance Data Systems Corp.(BFH) | COMMON STOCK | 018581108 | $79.4K | 282,370 | 0.0% |
| Copart, Inc.(CPRT) | COMMON STOCK | 217204106 | $58.5K | 1,626,797 | 0.0% |
| Tractor Supply Co.(TSCO) | COMMON STOCK | 892356106 | $49.1K | 812,236 | 0.0% |
| Systemax Inc. | COMMON STOCK | 871851101 | $29.7K | 2,068,611 | 0.0% |
| Life Time Fitness, Inc. | COMMON STOCK | 53217R207 | $22.9K | 469,770 | 0.0% |
| Lifelock, Inc. | COMMON STOCK | 53224V100 | $22.4K | 1,603,469 | 0.0% |
| Fleetmatics Group PLC | COMMON STOCK | G35569105 | $12.5K | 386,902 | 0.0% |
| Support.com, Inc. | COMMON STOCK | 86858W101 | $10.2K | 3,756,364 | 0.0% |