Sib

Sib as of June 30, 2013

Portfolio Holdings for Sib

Sib holds 26 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ryanair Holdings 11.5 $15M 289k 51.53
Old Dominion Freight Line (ODFL) 9.0 $12M 279k 41.62
J.B. Hunt Transport Services (JBHT) 8.2 $11M 148k 72.24
Lululemon Athletica (LULU) 8.1 $11M 161k 65.50
Quanta Services (PWR) 6.4 $8.3M 312k 26.46
Urban Outfitters (URBN) 6.2 $8.0M 200k 40.22
Knight Transportation 4.8 $6.2M 371k 16.82
Texas Roadhouse (TXRH) 4.8 $6.1M 245k 25.02
Coach 4.5 $5.9M 103k 57.09
Southwestern Energy Company (SWN) 4.5 $5.8M 158k 36.53
Lowe's Companies (LOW) 4.3 $5.5M 136k 40.90
CarMax (KMX) 3.2 $4.1M 89k 46.15
Heartland Express (HTLD) 3.0 $3.8M 276k 13.88
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.8 $3.6M 36k 100.11
American Axle & Manufact. Holdings (AXL) 2.7 $3.5M 190k 18.63
Dick's Sporting Goods (DKS) 2.7 $3.5M 70k 50.06
Abb (ABBNY) 2.7 $3.5M 163k 21.66
Thor Industries (THO) 2.3 $3.0M 61k 49.17
Toll Brothers (TOL) 1.9 $2.4M 74k 32.63
Francescas Hldgs Corp 1.9 $2.4M 87k 27.79
Staples 1.6 $2.0M 129k 15.87
Carnival Corporation (CCL) 1.6 $2.0M 59k 34.29
Pulte (PHM) 0.7 $891k 47k 18.96
Safe Bulkers Inc Com Stk (SB) 0.5 $628k 118k 5.32
Lennar Corporation (LEN) 0.2 $202k 5.6k 36.07
Shutterstock (SSTK) 0.0 $56k 1.0k 56.00