Q1 2018 Holdings
Filed 2018-05-15 | 11 holdings | $81.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $43.3M | 325,000 | 53.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $37.6M | 165,000 | 46.3% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $56.9K | 600,000 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $44.3K | 200,000 | 0.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $42.7K | 750,000 | 0.1% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $41.0K | 1,250,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $39.8K | 27,500 | 0.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $32.7K | 350,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $30.3K | 250,000 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $24.7K | 100,000 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $19.9K | 300,000 | 0.0% |