Q4 2018 Holdings
Filed 2019-02-14 | 10 holdings | $25.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | COM | 122017106 | $14.8M | 90,787 | 57.9% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $10.6M | 66,049 | 41.6% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $22.4K | 106,447 | 0.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $21.3K | 408,178 | 0.1% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $16.9K | 534,500 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $16.6K | 183,506 | 0.1% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $15.7K | 64,487 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $11.8K | 75,015 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $10.2K | 102,984 | 0.0% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $8.3K | 112,797 | 0.0% |