| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AUTOZONE INC | 60,322 | 44,753,000 | 13.46% | ||
| 2 | ALPHABET INC | 51,942 | 40,411,000 | 12.15% | ||
| 3 | NORWEGIAN CRUISE LINE HLDG LTD SHS | 666,748 | 39,071,000 | 11.75% | ||
| 4 | BRUNSWICK CORP | 673,758 | 34,032,000 | 10.24% | ||
| 5 | ELECTRONIC ARTS INC | 436,386 | 29,988,000 | 9.02% | ||
| 6 | BURLINGTON STORES INC | 674,281 | 28,927,000 | 8.70% | ||
| 7 | LINKEDIN CORP COM CL A | 125,062 | 28,149,000 | 8.47% | ||
| 8 | APPLE INC | 228,828 | 24,086,000 | 7.24% | ||
| 9 | DELTA AIRLINES INC DEL | 419,527 | 21,266,000 | 6.40% | ||
| 10 | UNITED CONTINENTAL H | 328,084 | 18,799,000 | 5.65% | ||
| 11 | BUFFALO WILD WINGS INC | 106,925 | 17,071,000 | 5.13% | ||
| 12 | COACH INC | 181,510 | 5,941,000 | 1.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-002773, filed 2016.02.16).
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.
