| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JB HUNT TRANSPORT | 137,748 | 11,177,000 | 9.03% | ||
| 2 | OLD DOMINION FREIGHT LINE IN | 150,354 | 10,316,000 | 8.33% | ||
| 3 | Knight Transportation Inc | 345,622 | 9,916,000 | 8.01% | ||
| 4 | RYANAIR HLDGS PLC | 127,264 | 9,549,000 | 7.71% | ||
| 5 | TEXAS ROADHOUSE INC | 228,748 | 8,928,000 | 7.21% | ||
| 6 | QUANTA SVCS INC | 290,812 | 8,140,000 | 6.57% | ||
| 7 | LULULEMON ATHLETICA | 132,728 | 8,094,000 | 6.54% | ||
| 8 | ULTA BEAUTY INC | 33,642 | 8,006,000 | 6.46% | ||
| 9 | LOWES COS INC | 106,542 | 7,693,000 | 6.21% | ||
| 10 | URBAN OUTFITTERS INC COM | 161,038 | 5,559,000 | 4.49% | ||
| 11 | HEARTLAND EXPRESS INC COM | 257,297 | 4,858,000 | 3.92% | ||
| 12 | CELGENE CORP | 45,477 | 4,754,000 | 3.84% | ||
| 13 | CARMAX | 82,746 | 4,414,000 | 3.56% | ||
| 14 | DICKS SPORTING GOODS | 65,451 | 3,712,000 | 3.00% | ||
| 15 | COACH INC | 96,110 | 3,514,000 | 2.84% | ||
| 16 | JUNO THERAPEUTICS INCORPORATED | 100,000 | 3,001,000 | 2.42% | ||
| 17 | CARNIVAL CORP | 55,316 | 2,701,000 | 2.18% | ||
| 18 | AMERICAN AXLE & MFG HLDGS INC COM | 126,666 | 2,181,000 | 1.76% | ||
| 19 | TOLL BROTHERS INC | 69,349 | 2,071,000 | 1.67% | ||
| 20 | SOUTHWESTERN ENERGY CO | 147,376 | 2,040,000 | 1.65% | ||
| 21 | Francesca's Holdings Corp | 81,165 | 1,252,000 | 1.01% | ||
| 22 | STAPLES INC | 119,802 | 1,024,000 | 0.83% | ||
| 23 | PULTEGROUP | 29,055 | 582,000 | 0.47% | ||
| 24 | LENNAR | 4,633 | 196,000 | 0.16% | ||
| 25 | SAFE BULKERS INC | 109,980 | 155,000 | 0.13% | ||
| 26 | OLLIES BARGAIN OUTLET HLDGS IN COM | 191 | 5,000 | 0.00% | ||
| 27 | ZOES KITCHEN INC | 190 | 4,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000909012-16-000580, filed 2016.10.07).
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.
