Q3 2014 Holdings
Filed 2014-11-14 | 13 holdings | $281.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp.(CACC) | COMMON STOCK | 225310101 | $280.2M | 2,222,789 | 99.6% |
| Keurig Green Mountain, Inc. | COMMON STOCK | 49271M100 | $411.9K | 3,165,425 | 0.1% |
| Vistaprint N.V. | SHS | N93540107 | $236.5K | 4,316,300 | 0.1% |
| World Acceptance Corp.(WRLD) | COMMON STOCK | 981419104 | $109.1K | 1,616,924 | 0.0% |
| NU Skin Enterprises, Inc.(NUS) | CL A | 67018T105 | $96.0K | 2,130,940 | 0.0% |
| Neustar Inc. | CL A | 64126X201 | $89.1K | 3,588,682 | 0.0% |
| Alliance Data Systems Corp.(BFH) | COMMON STOCK | 018581108 | $70.1K | 282,370 | 0.0% |
| Copart, Inc.(CPRT) | COMMON STOCK | 217204106 | $50.9K | 1,623,878 | 0.0% |
| Tractor Supply Co.(TSCO) | COMMON STOCK | 892356106 | $50.0K | 812,236 | 0.0% |
| Lifelock, Inc. | COMMON STOCK | 53224V100 | $36.5K | 2,557,546 | 0.0% |
| Systemax Inc. | COMMON STOCK | 871851101 | $26.2K | 2,100,995 | 0.0% |
| Fleetmatics Group PLC | COMMON STOCK | G35569105 | $11.8K | 386,902 | 0.0% |
| Support.com, Inc. | COMMON STOCK | 86858W101 | $8.1K | 3,756,364 | 0.0% |