Q4 2017 Holdings
Filed 2018-02-12 | 20 holdings | $15.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $8.5M | 270,400 | 54.1% |
| Autozone Inc(AZO) | COM | 053332102 | $7.1M | 10,000 | 45.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $13.6K | 173,250 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.9K | 11,000 | 0.1% |
| PVH Corp(PVH) | COM | 693656100 | $11.5K | 83,774 | 0.1% |
| Wyndham Worldwide Corp | COM | 98310W108 | $11.0K | 95,000 | 0.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $10.8K | 325,000 | 0.1% |
| Jack in the BOX Inc(JACK) | COM | 466367109 | $9.0K | 92,015 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $8.6K | 50,000 | 0.1% |
| Pinnacle Foods Inc del | COM | 72348P104 | $8.4K | 140,600 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $7.9K | 73,729 | 0.1% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $7.5K | 200,000 | 0.0% |
| Foot Locker Inc(WOO) | COM | 344849104 | $6.6K | 140,000 | 0.0% |
| Abercrombie & Fitch Co(ANF) | CL A | 002896207 | $5.7K | 325,000 | 0.0% |
| Sonic Corp | COM | 835451105 | $5.5K | 200,000 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $3.0K | 37,500 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $1.7K | 49,987 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $623 | 21,685 | 0.0% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $1 | 500 | 0.0% |