Q1 2016 Holdings
Filed 2016-05-16 | 13 holdings | $490.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dollar Tree Inc(DLTR) | COM | 256746108 | $57.3K | 694,720 | 11.7% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $53.2K | 344,443 | 10.9% |
| Apple Inc(AAPL) | COM | 037833100 | $51.1K | 468,998 | 10.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $50.9K | 671,650 | 10.4% |
| Brunswick Corp(BC) | COM | 117043109 | $43.3K | 901,674 | 8.8% |
| News Corp New(NWSA) | CL A | 65249B109 | $43.1K | 3,378,237 | 8.8% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $39.6K | 247,006 | 8.1% |
| Spdr Series Trust | S&P OILGAS EXP | 78464A730 | $33.5K | 1,102,547 | 6.8% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $30.2K | 430,598 | 6.2% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $28.2K | 515,440 | 5.8% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $24.0K | 848,444 | 4.9% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $21.3K | 320,204 | 4.3% |
| Restoration Hardware Hldgs I | COM | 761283100 | $14.3K | 340,121 | 2.9% |