Kacela Capital

Kacela Capital as of June 30, 2011

Portfolio Holdings for Kacela Capital

Kacela Capital holds 51 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Costco Wholesale Corporation (COST) 9.1 $13M 160k 81.20
Home Depot (HD) 7.1 $10M 280k 36.24
Big Lots (BIG) 4.1 $5.8M 176k 33.17
Tiffany & Co. 4.0 $5.7M 73k 78.46
McDonald's Corporation (MCD) 3.9 $5.6M 66k 84.41
Harley-Davidson (HOG) 3.4 $4.8M 117k 40.95
salesforce (CRM) 3.2 $4.6M 31k 149.01
Ryder System (R) 3.0 $4.3M 75k 56.84
Dollar Tree (DLTR) 2.9 $4.2M 63k 66.62
Darden Restaurants (DRI) 2.8 $4.0M 80k 49.78
Kansas City Southern 2.7 $3.9M 66k 59.37
Citrix Systems 2.7 $3.9M 49k 79.92
International Game Technology 2.6 $3.8M 215k 17.57
Mohawk Industries (MHK) 2.4 $3.5M 58k 59.99
Pool Corporation (POOL) 2.3 $3.3M 109k 29.79
Whole Foods Market 2.2 $3.1M 49k 63.46
Patterson-UTI Energy (PTEN) 2.1 $2.9M 93k 31.58
Belden (BDC) 1.9 $2.7M 77k 34.84
G-III Apparel (GIII) 1.8 $2.6M 75k 34.49
American Express Company (AXP) 1.7 $2.5M 48k 51.65
Silicon Graphics International 1.7 $2.5M 144k 17.22
Basic Energy Services 1.7 $2.4M 76k 31.44
Ann 1.6 $2.4M 90k 26.11
DSW 1.5 $2.2M 43k 50.67
Schlumberger (SLB) 1.5 $2.2M 25k 86.41
Pepsi (PEP) 1.5 $2.1M 30k 70.34
Johnson Controls 1.5 $2.1M 50k 41.69
Capital One Financial (COF) 1.4 $2.1M 40k 51.64
Nuance Communications 1.4 $2.0M 95k 21.46
General Mills (GIS) 1.4 $2.0M 55k 37.19
Ingersoll-rand Co Ltd-cl A 1.4 $2.0M 45k 45.45
TJX Companies (TJX) 1.4 $2.0M 38k 52.49
Hanesbrands (HBI) 1.4 $2.0M 70k 28.53
Qualcomm (QCOM) 1.4 $2.0M 35k 56.81
Amazon (AMZN) 1.4 $1.9M 9.5k 204.16
MGM Resorts International. (MGM) 1.3 $1.8M 138k 13.18
Wynn Resorts (WYNN) 1.2 $1.7M 12k 143.76
Chico's FAS 1.2 $1.7M 114k 15.25
Coach 1.2 $1.7M 26k 63.95
Sodastream International 1.0 $1.4M 23k 60.92
Cognex Corporation (CGNX) 0.9 $1.3M 38k 35.38
Hibbett Sports (HIBB) 0.9 $1.2M 31k 40.70
Buffalo Wild Wings 0.6 $911k 14k 66.33
Tractor Supply Company (TSCO) 0.6 $867k 13k 66.67
Fortinet (FTNT) 0.6 $873k 32k 27.27
Nordstrom (JWN) 0.6 $790k 17k 47.04
Proshares Ultrashort Russell 2000 0.5 $777k 19k 41.72
Proshares Ultrashort Qqq 0.4 $567k 11k 50.37
Apollo 0.4 $541k 12k 43.88
ION Geophysical Corporation 0.2 $293k 31k 9.46
Keynote Systems 0.1 $121k 5.6k 21.62