| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | JACK IN THE BOX INC | 75,000 | 5,997,000 | 0.68% | ||
| 52 | QIHOO 360 TECHNOLOGY CO LTD | 100,000 | 5,726,000 | 0.65% | ||
| 53 | LA QUINTA HLDGS INC COM | 250,000 | 5,515,000 | 0.63% | ||
| 54 | MARRIOTT INTL INC NEW | 70,000 | 5,462,000 | 0.62% | ||
| 55 | AMERICAN EAGLE OUTFITTERS NE | 393,400 | 5,460,000 | 0.62% | ||
| 56 | POTASH CORP SASK INC | 150,000 | 5,298,000 | 0.60% | ||
| 57 | PEAK RESORTS INC COM | 661,200 | 5,290,000 | 0.60% | ||
| 58 | TRACTOR SUPPLY CO | 65,000 | 5,123,000 | 0.58% | ||
| 59 | NEFF CORP COM CL A | 440,300 | 4,962,000 | 0.56% | ||
| 60 | SIX FLAGS ENTMT CORP NEW | 111,267 | 4,801,000 | 0.54% | ||
| 61 | ESSENT GROUP LTD | 180,000 | 4,628,000 | 0.53% | ||
| 62 | INTRAWEST RESORTS HLDGS INCORPORATED | 386,365 | 4,613,000 | 0.52% | ||
| 63 | SANDERSON FARMS INC | 53,923 | 4,531,000 | 0.51% | ||
| 64 | BUFFALO WILD WINGS INC | 25,000 | 4,510,000 | 0.51% | ||
| 65 | MARTIN MARIETTA MATLS INC | 40,000 | 4,413,000 | 0.50% | ||
| 66 | QUNAR CAYMN ISLND ADR REP 3 CL B ORD | 154,663 | 4,397,000 | 0.50% | ||
| 67 | HARLEY DAVIDSON INC | 62,281 | 4,105,000 | 0.47% | ||
| 68 | EL POLLO LOCO HLDGS INC | 200,000 | 3,994,000 | 0.45% | ||
| 69 | SONIC CORP | 138,865 | 3,781,000 | 0.43% | ||
| 70 | SPIRIT AIRLS INC | 49,934 | 3,774,000 | 0.43% | ||
| 71 | SKECHERS U S A INC | 65,000 | 3,591,000 | 0.41% | ||
| 72 | CHICOS FAS INC | 218,100 | 3,535,000 | 0.40% | ||
| 73 | PAPA JOHNS INTL INC COM | 60,000 | 3,348,000 | 0.38% | ||
| 74 | CONTINENTAL BLDG PRODS INC COM | 181,256 | 3,214,000 | 0.36% | ||
| 75 | OWENS CORNING NEW | 73,279 | 2,624,000 | 0.30% | ||
| 76 | PIER 1 IMPORTS INC | 150,000 | 2,310,000 | 0.26% | ||
| 77 | TREX CO INC COM | 50,000 | 2,129,000 | 0.24% | ||
| 78 | MALIBU BOATS INCORPORATED COM CLASS A | 99,200 | 1,912,000 | 0.22% | ||
| 79 | ADOBE INC | 25,000 | 1,818,000 | 0.21% | ||
| 80 | PLY GEM HOLDINGS INC | 108,790 | 1,521,000 | 0.17% | ||
| 81 | USG Corp | 50,000 | 1,400,000 | 0.16% | ||
| 82 | U S CONCRETE INC | 48,809 | 1,389,000 | 0.16% | ||
| 83 | BOOT BARN HLDGS INC | 69,000 | 1,256,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-15-001117, filed 2015.02.17).
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.
