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 (GAP) | 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 (BIGGQ) | 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 |
