Kacela Capital

Kacela Capital as of Dec. 31, 2010

Portfolio Holdings for Kacela Capital

Kacela Capital holds 51 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abercrombie & Fitch (ANF) 9.4 $11M 190k 57.65
Limited Brands 9.1 $11M 348k 30.75
Amazon (AMZN) 4.2 $4.9M 27k 179.79
Qualcomm (QCOM) 3.8 $4.5M 91k 49.39
Citrix Systems 3.7 $4.3M 63k 68.46
VeriFone Systems 2.5 $2.9M 76k 38.57
NetApp (NTAP) 2.3 $2.7M 49k 54.93
Navistar International Corporation 2.0 $2.4M 41k 57.99
Gap (GPS) 2.0 $2.4M 106k 22.16
Office Depot 2.0 $2.3M 435k 5.40
Collective Brands 2.0 $2.3M 110k 21.09
RadioShack Corporation 2.0 $2.3M 125k 18.50
CF Industries Holdings (CF) 2.0 $2.3M 17k 135.17
AnnTaylor Stores 1.9 $2.2M 82k 27.38
F5 Networks (FFIV) 1.9 $2.2M 17k 130.30
Lennar Corporation (LEN) 1.8 $2.2M 115k 18.75
NVIDIA Corporation (NVDA) 1.8 $2.2M 140k 15.40
Genes (GCO) 1.8 $2.2M 58k 37.50
NCR Corporation (VYX) 1.8 $2.1M 138k 15.35
O'Reilly Automotive 1.8 $2.1M 35k 60.56
Big Lots (BIG) 1.8 $2.1M 70k 30.50
Itron (ITRI) 1.8 $2.1M 38k 55.38
Target Corporation (TGT) 1.8 $2.1M 35k 60.14
Ciena Corporation (CIEN) 1.8 $2.1M 100k 21.04
Blue Coat Systems 1.8 $2.1M 70k 29.85
JDS Uniphase Corporation 1.8 $2.1M 143k 14.51
OmniVision Technologies 1.8 $2.1M 70k 29.61
Caterpillar (CAT) 1.8 $2.1M 22k 93.61
FTI Consulting (FCN) 1.8 $2.1M 55k 37.31
Tiffany & Co. 1.8 $2.1M 33k 62.20
Cabot Corporation (CBT) 1.8 $2.1M 55k 37.31
Wynn Resorts (WYNN) 1.6 $1.9M 18k 104.05
Urban Outfitters (URBN) 1.5 $1.8M 50k 35.84
Family Dollar Stores 1.4 $1.7M 34k 49.65
Mosaic Company 1.3 $1.5M 20k 76.24
Nabors Industries 1.3 $1.5M 65k 23.44
Devon Energy Corporation (DVN) 1.1 $1.3M 16k 78.57
Brown Shoe Company 1.1 $1.3M 90k 13.95
Tidewater 1.1 $1.2M 23k 53.99
VMware 1.1 $1.2M 14k 88.69
Saks Incorporated 1.0 $1.1M 107k 10.70
Trimble Navigation (TRMB) 0.9 $1.1M 28k 39.83
Nordstrom (JWN) 0.9 $1.1M 26k 42.29
salesforce (CRM) 0.9 $1.1M 8.2k 131.58
Liz Claiborne 0.9 $1.1M 150k 7.14
bebe stores 0.9 $1.1M 178k 5.97
Pride International 0.8 $974k 29k 33.12
American Eagle Outfitters (AEO) 0.8 $952k 65k 14.65
OfficeMax Incorporated 0.8 $884k 50k 17.68
Harley-Davidson (HOG) 0.7 $795k 23k 34.56
NetScout Systems (NTCT) 0.5 $565k 25k 23.07