| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LKQ CORP | 904,396 | 32,070,000 | 12.17% | ||
| 2 | FEDEX CORP | 169,065 | 29,532,000 | 11.20% | ||
| 3 | THOR INDS INC COM | 256,892 | 21,759,000 | 8.25% | ||
| 4 | WALGREENS BOOTS ALLIANCE INC | 251,895 | 20,307,000 | 7.70% | ||
| 5 | PACKAGING CORP AMER | 229,087 | 18,615,000 | 7.06% | ||
| 6 | MOBILE MINI INC | 597,970 | 18,059,000 | 6.85% | ||
| 7 | DYCOM INDS INC COM | 199,133 | 16,285,000 | 6.18% | ||
| 8 | DOLLAR GEN CORP NEW | 229,569 | 16,068,000 | 6.10% | ||
| 9 | SWIFT TRANSPORTATION | 708,327 | 15,208,000 | 5.77% | ||
| 10 | APPLE INC | 124,959 | 14,127,000 | 5.36% | ||
| 11 | TREEHOUSE FOODS INC | 138,247 | 12,054,000 | 4.57% | ||
| 12 | CLEAN HARBORS INC | 202,865 | 9,734,000 | 3.69% | ||
| 13 | ZOETIS INC | 157,026 | 8,167,000 | 3.10% | ||
| 14 | MARTEN TRANS LTD COM | 346,964 | 7,286,000 | 2.76% | ||
| 15 | STONERIDGE INC COM | 387,078 | 7,122,000 | 2.70% | ||
| 16 | CENTERSTATE BANKS COMMON STK USD0.01 | 372,974 | 6,613,000 | 2.51% | ||
| 17 | WERNER ENTERPRISES INC COM | 243,805 | 5,673,000 | 2.15% | ||
| 18 | AUTOZONE INC | 3,929 | 2,907,000 | 1.10% | ||
| 19 | STERIS PLC | 27,687 | 2,024,000 | 0.77% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633703-16-000018, filed 2016.11.09).
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.
