Q2 2015 Holdings
Filed 2015-08-11 | 15 holdings | $310.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp COM New(LKQ) | COMMON | 501889208 | $34.6K | 1,107,540 | 11.2% |
| Walgreens Boots Allia(WBA) | COMMON | 931427108 | $32.8K | 359,980 | 10.6% |
| Dycom Inds Inc(DY) | COMMON | 267475101 | $32.1K | 510,286 | 10.4% |
| Fedex Corp(FDX) | COMMON | 31428X106 | $30.9K | 181,889 | 10.0% |
| Advance Auto Parts in(AAP) | COMMON | 00751Y106 | $26.0K | 153,371 | 8.4% |
| The ADT Corporation C | COMMON | 00101J106 | $23.9K | 703,480 | 7.7% |
| Mobile Mini Inc | COMMON | 60740F105 | $21.6K | 576,249 | 7.0% |
| Packaging Corp Amer(PKG) | COMMON | 695156109 | $20.4K | 292,813 | 6.6% |
| Clean Hbrs Inc(CLH) | COMMON | 184496107 | $20.3K | 387,564 | 6.6% |
| Mid-Amer APT Cmntys I(MAA) | COMMON | 59522J103 | $19.9K | 252,703 | 6.4% |
| Werner Enterprises in(WERN) | COMMON | 950755108 | $17.7K | 639,447 | 5.7% |
| Thor Inds Inc(THO) | COMMON | 885160101 | $10.2K | 179,421 | 3.3% |
| Swift Transportation Co | COMMON | 87074U101 | $9.4K | 404,936 | 3.0% |
| Marten Trans LTD(MRTN) | COMMON | 573075108 | $9.3K | 467,457 | 3.0% |
| Centerstate Banks Inc(CSFLUSD) | COMMON | 15201P109 | $1.1K | 79,501 | 0.3% |