| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KEURIG GREEN MTN INC | 3,165,425 | 334,237,000 | 21.90% | ||
| 2 | Credit Acceptance Corp Mich | 2,222,789 | 315,969,000 | 20.70% | ||
| 3 | Cimpress NV | 4,316,300 | 212,448,000 | 13.92% | ||
| 4 | NEUSTAR INC CLASS A | 3,890,677 | 126,486,000 | 8.29% | ||
| 5 | WORLD ACCEP CORP DEL | 1,616,924 | 121,399,000 | 7.95% | ||
| 6 | NU SKIN ENTERPRISES INC A | 1,121,647 | 92,928,000 | 6.09% | ||
| 7 | ALLIANCE DATA SYSTEMS CORP | 282,370 | 76,932,000 | 5.04% | ||
| 8 | COPART INC | 1,626,797 | 59,199,000 | 3.88% | ||
| 9 | TRACTOR SUPPLY COMP | 812,236 | 57,368,000 | 3.76% | ||
| 10 | LIFE TIME FITNESS | 869,770 | 41,836,000 | 2.74% | ||
| 11 | SYSTEMAX INC | 2,068,611 | 30,843,000 | 2.02% | ||
| 12 | LIFELOCK INC | 1,603,469 | 27,435,000 | 1.80% | ||
| 13 | SEARS HLDGS CORP | 406,949 | 19,436,000 | 1.27% | ||
| 14 | SUPPORT COM INC | 3,756,364 | 9,579,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-14-030893, filed 2014.05.15).
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.
