Q2 2017 Holdings
Filed 2017-08-14 | 12 holdings | $44.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $43.7M | 475,000 | 99.2% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $60.5K | 865,000 | 0.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $49.2K | 575,000 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $47.0K | 215,000 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $42.2K | 275,000 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $30.4K | 150,000 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $29.2K | 500,000 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $27.2K | 700,000 | 0.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $26.9K | 450,000 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $23.2K | 25,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $19.4K | 20,000 | 0.0% |
| Thor Inds Inc(THO) | COM | 885160101 | $18.3K | 175,000 | 0.0% |