Q4 2016 Holdings
Filed 2017-02-14 | 11 holdings | $30.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $29.7M | 350,000 | 98.4% |
| Home Depot Inc(HD) | COM | 437076102 | $70.4K | 525,000 | 0.2% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $69.9K | 800,000 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $65.4K | 82,500 | 0.2% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $59.8K | 775,000 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $48.7K | 65,000 | 0.2% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $48.4K | 300,000 | 0.2% |
| Macys Inc(M) | COM | 55616P104 | $44.8K | 1,250,000 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $38.1K | 225,000 | 0.1% |
| Sprouts Fmrs MKT Inc(SFM) | COM | 85208M102 | $24.6K | 1,300,000 | 0.1% |
| Restoration Hardware Hldgs I | COM | 761283100 | $14.6K | 475,000 | 0.0% |