Q1 2015 Holdings
Filed 2015-05-15 | 25 holdings | $37.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp.(CACC) | COMMON STOCK | 225310101 | $36.9M | 189,085 | 99.7% |
| Cimpress N.V.(CMPR) | SHS EURO | N20146101 | $25.4K | 301,216 | 0.1% |
| Keurig Green Mountain, Inc. | COMMON STOCK | 49271M100 | $18.1K | 162,375 | 0.0% |
| Alliance Data Systems Corp.(BFH) | COMMON STOCK | 018581108 | $12.4K | 41,950 | 0.0% |
| NU Skin Enterprises, Inc.(NUS) | CL A | 67018T105 | $11.9K | 198,174 | 0.0% |
| World Acceptance Corp.(WRLD) | COMMON STOCK | 981419104 | $11.1K | 152,627 | 0.0% |
| Neustar Inc. | CL A | 64126X201 | $7.4K | 302,188 | 0.0% |
| Tractor Supply Co.(TSCO) | COMMON STOCK | 892356106 | $5.7K | 66,732 | 0.0% |
| Copart, Inc.(CPRT) | COMMON STOCK | 217204106 | $4.4K | 116,588 | 0.0% |
| Lifelock, Inc. | COMMON STOCK | 53224V100 | $4.3K | 301,969 | 0.0% |
| Fleetmatics Group PLC | COMMON STOCK | G35569105 | $3.2K | 71,274 | 0.0% |
| Systemax Inc. | COMMON STOCK | 871851101 | $2.1K | 168,518 | 0.0% |
| Support.com, Inc. | COMMON STOCK | 86858W101 | $390 | 250,000 | 0.0% |
| Gildan Activewear, Inc.(GIL) | COMMON STOCK | 375916103 | $295 | 10,000 | 0.0% |