| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COPART INC | 100,000 | 4,901,000 | 7.61% | ||
| 2 | LULULEMON ATHLETICA | 65,000 | 4,801,000 | 7.46% | ||
| 3 | CARTERS INC | 36,796 | 3,918,000 | 6.09% | ||
| 4 | CARMAX | 70,000 | 3,432,000 | 5.33% | ||
| 5 | BLUE BUFFALO PET PRODS INC | 140,500 | 3,279,000 | 5.09% | ||
| 6 | SHERWIN WILLIAMS CO | 10,000 | 2,937,000 | 4.56% | ||
| 7 | SIX FLAGS ENTMT CORP NEW | 50,000 | 2,898,000 | 4.50% | ||
| 8 | TEMPUR SEALY INTL INC COM | 50,000 | 2,766,000 | 4.30% | ||
| 9 | HASBRO INC | 30,000 | 2,520,000 | 3.91% | ||
| 10 | MATTEL INC | 80,000 | 2,503,000 | 3.89% | ||
| 11 | Servicemaster Global Hldgs I | 60,000 | 2,388,000 | 3.71% | ||
| 12 | EBAY INC | 100,000 | 2,341,000 | 3.64% | ||
| 13 | WHIRLPOOL | 13,700 | 2,283,000 | 3.55% | ||
| 14 | SALLY BEAUTY HLDGS INC COM | 70,000 | 2,059,000 | 3.20% | ||
| 15 | COACH INC | 50,000 | 2,037,000 | 3.16% | ||
| 16 | DISNEY WALT CO | 20,000 | 1,956,000 | 3.04% | ||
| 17 | WHITEWAVE FOODS | 40,000 | 1,878,000 | 2.92% | ||
| 18 | MACYS INC | 50,000 | 1,681,000 | 2.61% | ||
| 19 | CBS CORP NEW | 30,000 | 1,633,000 | 2.54% | ||
| 20 | THOR INDS INC COM | 23,900 | 1,547,000 | 2.40% | ||
| 21 | POST HLDGS INC | 18,200 | 1,505,000 | 2.34% | ||
| 22 | MONSTER BEVERAGE COR | 9,100 | 1,462,000 | 2.27% | ||
| 23 | LKQ CORP | 40,000 | 1,268,000 | 1.97% | ||
| 24 | CHILDRENS PL INC NEW COM | 15,000 | 1,203,000 | 1.87% | ||
| 25 | ZAYO GROUP HOLDINGS | 34,580 | 966,000 | 1.50% | ||
| 26 | TRIPADVISOR INC | 15,000 | 965,000 | 1.50% | ||
| 27 | DEERE & CO | 10,000 | 810,000 | 1.26% | ||
| 28 | HOME DEPOT INC | 6,200 | 792,000 | 1.23% | ||
| 29 | TAILORED BRANDS INC COM | 52,500 | 665,000 | 1.03% | ||
| 30 | INGREDION INC | 4,550 | 589,000 | 0.91% | ||
| 31 | GRUBHUB INC | 12,900 | 401,000 | 0.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633570-16-000023, filed 2016.08.09).
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.
