Q4 2014 Holdings
Filed 2015-02-13 | 13 holdings | $304.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp.(CACC) | COMMON STOCK | 225310101 | $303.2M | 2,222,789 | 99.6% |
| Keurig Green Mountain, Inc. | COMMON STOCK | 49271M100 | $354.3K | 2,675,739 | 0.1% |
| Cimpress N.V.(CMPR) | SHS EURO | N20146101 | $323.0K | 4,316,300 | 0.1% |
| World Acceptance Corp.(WRLD) | COMMON STOCK | 981419104 | $141.8K | 1,785,158 | 0.0% |
| NU Skin Enterprises, Inc.(NUS) | CL A | 67018T105 | $111.8K | 2,557,287 | 0.0% |
| Neustar Inc. | CL A | 64126X201 | $97.8K | 3,517,392 | 0.0% |
| Alliance Data Systems Corp.(BFH) | COMMON STOCK | 018581108 | $80.8K | 282,370 | 0.0% |
| Tractor Supply Co.(TSCO) | COMMON STOCK | 892356106 | $64.0K | 812,236 | 0.0% |
| Copart, Inc.(CPRT) | COMMON STOCK | 217204106 | $59.3K | 1,623,878 | 0.0% |
| Lifelock, Inc. | COMMON STOCK | 53224V100 | $47.3K | 2,557,546 | 0.0% |
| Systemax Inc. | COMMON STOCK | 871851101 | $28.6K | 2,118,192 | 0.0% |
| Fleetmatics Group PLC | COMMON STOCK | G35569105 | $13.7K | 386,902 | 0.0% |
| Support.com, Inc. | COMMON STOCK | 86858W101 | $7.9K | 3,756,364 | 0.0% |