Q4 2018 Holdings
Filed 2019-02-13 | 25 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $1.4M | 81,393 | 95.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.9K | 4,603 | 0.5% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $6.2K | 39,638 | 0.4% |
| Playags Inc(AGS) | COM | 72814N104 | $5.1K | 220,317 | 0.4% |
| TJX COS Inc New(TJX) | COM | 872540109 | $4.9K | 110,000 | 0.3% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $4.7K | 315,500 | 0.3% |
| Foot Locker Inc(WOO) | COM | 344849104 | $4.5K | 85,000 | 0.3% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $4.1K | 45,000 | 0.3% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $3.8K | 38,270 | 0.3% |
| Rent A CTR Inc New(UPBD) | COM | 76009N100 | $3.2K | 200,000 | 0.2% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $3.2K | 7,500 | 0.2% |
| L Brands Inc | COM | 501797104 | $3.2K | 125,200 | 0.2% |
| BJS Restaurants Inc(BJRI) | COM | 09180C106 | $3.0K | 60,000 | 0.2% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $3.0K | 29,655 | 0.2% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $2.7K | 70,359 | 0.2% |
| Stanley Black & Decker Inc(SWK) | COM | 854502101 | $2.4K | 20,300 | 0.2% |
| RH(RH) | COM | 74967X103 | $2.4K | 20,000 | 0.2% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $2.2K | 50,000 | 0.2% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $1.1K | 155,000 | 0.1% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $43 | 500 | 0.0% |