Q4 2017 Holdings
Filed 2018-02-14 | 11 holdings | $84.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $46.1M | 375,000 | 54.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $37.7M | 165,000 | 44.8% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $64.4K | 600,000 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $44.5K | 185,000 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $42.5K | 200,000 | 0.1% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $41.5K | 1,300,000 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $39.5K | 425,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $38.0K | 32,500 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $37.9K | 200,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $29.7K | 475,000 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $29.2K | 475,000 | 0.0% |