Sib as of Sept. 30, 2012
Portfolio Holdings for Sib
Sib holds 0 positions in its portfolio as reported in the September 2012 quarterly 13F filing
{S} {C} {C} {C} {C} {C} {C} {C}
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------- -------- -------- -------- -------- -------- -------- --------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
-------------- -------------- ----- -------- ---------------- ---------- -------- ----------------
ABB LTD SPONSORED ADR 000375204 3,043 162,750 SH Sole N/A 162,750
AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,146 190,400 SH Sole N/A 190,400
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,830 276,543 SH Sole N/A 276,543
CARMAX INC COM 143130102 2,513 88,788 SH Sole N/A 88,788
CARNIVAL CORP PAIRED CTF 143658300 2,162 59,350 SH Sole N/A 59,350
CARTER INC COM 146229109 5,762 107,030 SH Sole N/A 107,030
COACH INC COM 189754104 5,776 103,100 SH Sole N/A 103,100
DICKS SPORTING GOODS INC COM 253393102 3,640 70,210 SH Sole N/A 70,210
FRESH MKT INC COM 35804H106 60 1,000 SH Sole N/A 1,000
HEARTLAND EXPRESS INC COM 422347104 3,689 276,092 SH Sole N/A 276,092
HUNT J B TRANS SVCS INC COM 445658107 10,281 197,550 SH Sole N/A 197,550
KNIGHT TRANSN INC COM 499064103 5,304 370,877 SH Sole N/A 370,877
LENNAR CORP CL A 526057104 195 5,600 SH Sole N/A 5,600
LOWES COS INC COM 548661107 4,101 135,600 SH Sole N/A 135,600
LULULEMON ATHLETICA INC COM 550021109 12,337 166,856 SH Sole N/A 166,856
OLD DOMINION FGHT LINES INC COM 679580100 9,562 317,185 SH Sole N/A 317,185
PULTE GROUP INC COM 745867101 728 46,995 SH Sole N/A 46,995
QUANTA SVCS INC COM 74762E102 7,709 312,108 SH Sole N/A 312,108
RYANAIR HLDGS PLC SPONSORED ADR 783513104 9,327 289,218 SH Sole N/A 289,218
SAFE BULKERS INC COM Y7388L103 684 118,000 SH Sole N/A 118,000
SOUTHWESTERN ENERGY CO COM 845467109 5,499 158,102 SH Sole N/A 158,102
STAPLES INC COM 855030102 1,481 128,545 SH Sole N/A 128,545
TEAVANA HLDGS INC COM 87819P102 1,841 141,205 SH Sole N/A 141,205
TEXAS ROADHOUSE INC COM 882681109 4,197 245,430 SH Sole N/A 245,430
THOR INDS INC COM 885160101 2,196 60,460 SH Sole N/A 60,460
TOLL BROTHERS INC COM 889478103 2,474 74,440 SH Sole N/A 74,440
URBAN OUTFITTERS INC COM 917047102 9,649 256,905 SH Sole N/A 256,905
TOTAL 122,186