Q3 2017 Holdings
Filed 2017-11-02 | 258 holdings | $76.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Wholesale Corp(COST) | COM | 22160K105 | $2.3M | 14,179 | 3.1% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $2.4M | 118,010 | 3.2% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $3.5M | 39,494 | 4.6% |
| Callaway Golf Co(CALY) | COM | 131193104 | $5.8M | 400,000 | 7.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $7.4M | 184,848 | 9.7% |
| Charles River Laboratories Int(CRL) | COM | 159864107 | $9.5M | 87,956 | 12.5% |
| Builders FirstSource Inc(BLDR) | COM | 12008R107 | $12.2M | 676,500 | 16.0% |
| Controladora Vuela Cia de Avia(VLRS) | ADR | 21240E105 | $28.1M | 2,367,325 | 37.0% |