Sib

Sib as of Sept. 30, 2015

Portfolio Holdings for Sib

Sib holds 27 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ryanair Holdings 15.4 $19M 241k 78.30
J.B. Hunt Transport Services (JBHT) 8.0 $9.8M 138k 71.40
Old Dominion Freight Line (ODFL) 7.5 $9.2M 150k 61.00
Lowe's Companies (LOW) 7.1 $8.7M 126k 68.92
Texas Roadhouse (TXRH) 6.9 $8.5M 229k 37.20
Knight Transportation 6.8 $8.3M 346k 24.00
Quanta Services (PWR) 5.7 $7.0M 291k 24.21
Lululemon Athletica (LULU) 5.5 $6.7M 133k 50.65
Ulta Salon, Cosmetics & Fragrance (ULTA) 4.5 $5.5M 34k 163.34
Heartland Express (HTLD) 4.2 $5.1M 257k 19.94
Celgene Corporation 4.0 $4.9M 46k 108.16
CarMax (KMX) 4.0 $4.9M 83k 59.31
Urban Outfitters (URBN) 3.9 $4.7M 161k 29.38
American Axle & Manufact. Holdings (AXL) 2.9 $3.5M 178k 19.94
Dick's Sporting Goods (DKS) 2.6 $3.2M 66k 49.61
Coach 2.3 $2.8M 96k 28.93
Carnival Corporation (CCL) 2.2 $2.7M 55k 49.70
Toll Brothers (TOL) 1.9 $2.4M 69k 34.25
Southwestern Energy Company (SWN) 1.5 $1.9M 147k 12.69
Staples 1.1 $1.4M 120k 11.73
Francescas Hldgs Corp 0.8 $993k 81k 12.23
Pulte (PHM) 0.7 $887k 47k 18.87
Safe Bulkers Inc Com Stk (SB) 0.2 $304k 110k 2.76
Lennar Corporation (LEN) 0.2 $223k 4.6k 48.13
Zoe's Kitchen 0.0 $8.0k 190.00 42.11
Boot Barn Hldgs (BOOT) 0.0 $9.0k 476.00 18.91
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $3.0k 191.00 15.71