Q3 2017 Holdings
Filed 2017-11-14 | 10 holdings | $45.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $45.3M | 475,000 | 99.2% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $63.4K | 730,000 | 0.1% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $48.6K | 600,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $45.7K | 47,500 | 0.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $44.6K | 575,000 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $41.5K | 800,000 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $36.5K | 160,000 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $35.5K | 165,000 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $32.7K | 200,000 | 0.1% |
| Thor Inds Inc(THO) | COM | 885160101 | $30.2K | 240,000 | 0.1% |