| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 220,331 | 40,001,000 | 8.68% | ||
| 2 | AIRCASTLE LTD | 1,773,129 | 39,434,000 | 8.56% | ||
| 3 | PAYPAL HLDGS INC | 982,030 | 37,906,000 | 8.22% | ||
| 4 | GENESEE AND WYOMING INC INC CL A | 450,817 | 28,266,000 | 6.13% | ||
| 5 | DOLLAR TREE INC | 326,036 | 26,885,000 | 5.83% | ||
| 6 | STRAYER EDUCATION INC | 547,280 | 26,680,000 | 5.79% | ||
| 7 | ZEBRA TECHNOLOGIES CORPORATION CL A | 356,089 | 24,570,000 | 5.33% | ||
| 8 | VistaPrint NV | 266,889 | 24,204,000 | 5.25% | ||
| 9 | WORLD ACCEP CORPORATION COM | 521,618 | 19,780,000 | 4.29% | ||
| 10 | NeuStar Inc | 783,673 | 19,278,000 | 4.18% | ||
| 11 | UNITED RENTALS | 302,455 | 18,810,000 | 4.08% | ||
| 12 | PENSKE AUTOMOTIVE GRP INC | 494,924 | 18,758,000 | 4.07% | ||
| 13 | GAMING & LEISURE PPTYS INC | 549,346 | 16,986,000 | 3.69% | ||
| 14 | COMMSCOPE HLDG COMPANY INCORPORATED | 604,302 | 16,872,000 | 3.66% | ||
| 15 | SINCLAIR BROADCAST GROUP INC | 504,684 | 15,519,000 | 3.37% | ||
| 16 | SEI INVESTMENTS CO | 337,795 | 14,542,000 | 3.15% | ||
| 17 | EBAY INC | 571,394 | 13,633,000 | 2.96% | ||
| 18 | DISCOVERY C | 442,075 | 11,936,000 | 2.59% | ||
| 19 | Pinnacle Entertainment | 315,407 | 11,071,000 | 2.40% | ||
| 20 | QUALCOMM INC | 199,406 | 10,198,000 | 2.21% | ||
| 21 | ASBURY AUTOMOTIVE GROUP INC COM | 142,580 | 8,532,000 | 1.85% | ||
| 22 | GENERAL MTRS CO | 185,113 | 5,818,000 | 1.26% | ||
| 23 | ARCTIC CAT INC COM | 315,425 | 5,299,000 | 1.15% | ||
| 24 | FLUOR CORP NEW | 45,909 | 2,465,000 | 0.53% | ||
| 25 | RR DONNELLEY & SONS CO | 89,637 | 1,470,000 | 0.32% | ||
| 26 | QUANEX BLDG PRODS CORP COM | 50,270 | 873,000 | 0.19% | ||
| 27 | TRIPADVISOR INC | 8,048 | 535,000 | 0.12% | ||
| 28 | MOBILEYE N V AMSTELVEEN | 9,600 | 358,000 | 0.08% | ||
| 29 | FLEETMATICS GROUP PLC | 6,560 | 267,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-013004, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
