Q2 2017 Holdings
Filed 2017-08-08 | 11 holdings | $439.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mohawk Inds Inc(MHK) | COM | 608190104 | $71.0K | 293,931 | 16.2% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $56.3K | 1,907,954 | 12.8% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $52.5K | 840,038 | 12.0% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $51.3K | 469,371 | 11.7% |
| Dave & Busters Entmt Inc(PLAY) | COM | 238337109 | $43.8K | 658,905 | 10.0% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $40.6K | 1,779,778 | 9.2% |
| Southwest Airls Co(LUV) | COM | 844741108 | $30.6K | 492,570 | 7.0% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $30.1K | 320,227 | 6.8% |
| Brunswick Corp(BC) | COM | 117043109 | $28.2K | 449,179 | 6.4% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $23.0K | 1,325,811 | 5.2% |
| Cliffs NAT RES Inc | COM | 18683K101 | $12.0K | 1,730,875 | 2.7% |