Q1 2018 Holdings
Filed 2018-04-13 | 25 holdings | $7.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $5.8M | 325,000 | 81.9% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $1.1M | 35,000 | 16.1% |
| Pinnacle Foods Inc del | COM | 72348P104 | $13.6K | 250,600 | 0.2% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $13.2K | 400,000 | 0.2% |
| PVH Corp(PVH) | COM | 693656100 | $11.5K | 75,774 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.7K | 6,735 | 0.1% |
| Wyndham Worldwide Corp | COM | 98310W108 | $9.2K | 80,000 | 0.1% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $8.4K | 90,000 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $7.6K | 64,503 | 0.1% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $7.6K | 100,000 | 0.1% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $7.3K | 40,000 | 0.1% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $6.6K | 100,000 | 0.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $6.4K | 72,431 | 0.1% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $6.2K | 160,000 | 0.1% |
| RED Rock Resorts Inc(RRR) | CL A | 75700L108 | $5.3K | 180,000 | 0.1% |
| Macys Inc(M) | COM | 55616P104 | $4.9K | 165,000 | 0.1% |
| Sleep Number Corp(SNBR) | COM | 83125X103 | $4.4K | 125,000 | 0.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $3.2K | 10,000 | 0.0% |
| Sonic Corp | COM | 835451105 | $3.2K | 125,000 | 0.0% |
| Post Hldgs Inc(POST) | COM | 737446104 | $3.1K | 41,100 | 0.0% |
| Playags Inc(AGS) | COM | 72814N104 | $2.9K | 125,000 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $2.4K | 85,000 | 0.0% |
| Dave & Busters Entmt Inc(PLAY) | COM | 238337109 | $2.1K | 50,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $1.9K | 20,000 | 0.0% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $1.0K | 70,000 | 0.0% |