Q4 2015 Holdings
Filed 2016-02-10 | 15 holdings | $12.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Hbrs Inc(CLH) | COMMON | 184496107 | $8.9M | 213,619 | 74.4% |
| Autozone Incorporated(AZO) | COMMON | 053332102 | $2.9M | 3,919 | 24.3% |
| LKQ Corp COM New(LKQ) | COMMON | 501889208 | $18.7K | 631,211 | 0.2% |
| Walgreens Boots Allia(WBA) | COMMON | 931427108 | $16.9K | 198,470 | 0.1% |
| Fedex Corp(FDX) | COMMON | 31428X106 | $14.8K | 99,617 | 0.1% |
| Mobile Mini Inc | COMMON | 60740F105 | $12.9K | 414,989 | 0.1% |
| The ADT Corporation C | COMMON | 00101J106 | $12.8K | 388,677 | 0.1% |
| Advance Auto Parts in(AAP) | COMMON | 00751Y106 | $12.7K | 84,611 | 0.1% |
| Thor Inds Inc(THO) | COMMON | 885160101 | $12.7K | 225,794 | 0.1% |
| Dycom Inds Inc(DY) | COMMON | 267475101 | $11.1K | 159,314 | 0.1% |
| Packaging Corp Amer(PKG) | COMMON | 695156109 | $10.5K | 165,873 | 0.1% |
| Werner Enterprises in(WERN) | COMMON | 950755108 | $9.0K | 386,067 | 0.1% |
| Swift Transportation Co | COMMON | 87074U101 | $6.6K | 480,435 | 0.1% |
| Marten Trans LTD(MRTN) | COMMON | 573075108 | $4.2K | 239,910 | 0.0% |
| Centerstate Banks Inc(CSFLUSD) | COMMON | 15201P109 | $3.7K | 235,675 | 0.0% |