| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LKQ CORP | 1,102,648 | 33,796,000 | 10.23% | ||
| 2 | THOR INDS INC COM | 310,665 | 31,082,000 | 9.40% | ||
| 3 | DYCOM INDS INC COM | 293,938 | 23,605,000 | 7.14% | ||
| 4 | FEDEX CORP | 124,448 | 23,173,000 | 7.01% | ||
| 5 | MOBILE MINI INC | 759,801 | 22,984,000 | 6.95% | ||
| 6 | DOLLAR GEN CORP NEW | 270,228 | 22,602,000 | 6.84% | ||
| 7 | WALGREENS BOOTS ALLIANCE INC | 265,861 | 22,002,000 | 6.66% | ||
| 8 | SWIFT TRANSPORTATION | 880,966 | 21,460,000 | 6.49% | ||
| 9 | TREEHOUSE FOODS INC | 226,926 | 16,382,000 | 4.96% | ||
| 10 | APPLE INC | 131,999 | 15,288,000 | 4.63% | ||
| 11 | CENTERSTATE BANKS COMMON STK USD0.01 | 569,922 | 14,345,000 | 4.34% | ||
| 12 | ENVISION HEALTHCARE CORP | 224,516 | 14,209,000 | 4.30% | ||
| 13 | CLEAN HARBORS INC | 255,122 | 14,198,000 | 4.30% | ||
| 14 | PACKAGING CORP AMER | 150,754 | 12,787,000 | 3.87% | ||
| 15 | STONERIDGE INC COM | 696,251 | 12,317,000 | 3.73% | ||
| 16 | ZOETIS INC | 166,430 | 8,909,000 | 2.70% | ||
| 17 | MARTEN TRANS LTD COM | 359,452 | 8,375,000 | 2.53% | ||
| 18 | WERNER ENTERPRISES INC COM | 213,166 | 5,745,000 | 1.74% | ||
| 19 | STERIS PLC | 63,001 | 4,246,000 | 1.28% | ||
| 20 | AUTOZONE INC | 3,784 | 2,989,000 | 0.90% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001633703-17-000006, filed 2017.02.14).
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.
