Q3 2018 Holdings
Filed 2018-11-14 | 15 holdings | $64.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $38.1M | 176,896 | 58.9% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $26.4M | 161,756 | 40.7% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $36.6K | 616,606 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $31.9K | 232,744 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.2K | 13,594 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $22.2K | 80,879 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $21.9K | 181,481 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $18.4K | 142,535 | 0.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $17.8K | 267,905 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $14.5K | 470,099 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $12.4K | 151,443 | 0.0% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $12.3K | 44,281 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $9.2K | 163,876 | 0.0% |
| Kroger Co(KR) | COM | 501044101 | $2.4K | 80,766 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $1.0K | 11,820 | 0.0% |