Sib as of June 30, 2012
Portfolio Holdings for Sib
Sib holds 0 positions in its portfolio as reported in the June 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 2,656 162,750 SH Sole N/A 162,750
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,997 190,400 SH Sole N/A 190,400
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,456 276,543 SH Sole N/A 276,543
CARMAX INC COM 143130102 2,303 88,788 SH Sole N/A 88,788
CARNIVAL CORP PAIRED CTF 143658300 2,034 59,350 SH Sole N/A 59,350
CARTER INC COM 146229109 5,630 107,030 SH Sole N/A 107,030
COACH INC COM 189754104 6,029 103,100 SH Sole N/A 103,100
DICKS SPORTING GOODS INC COM 253393102 3,370 70,210 SH Sole N/A 70,210
FRESH MKT INC COM 35804H106 54 1,000 SH Sole N/A 1,000
HEARTLAND EXPRESS INC COM 422347104 3,951 276,092 SH Sole N/A 276,092
HUNT J B TRANS SVCS INC COM 445658107 11,774 197,550 SH Sole N/A 197,550
KNIGHT TRANSN INC COM 499064103 5,930 370,877 SH Sole N/A 370,877
LENNAR CORP CL A 526057104 173 5,600 SH Sole N/A 5,600
LOWES COS INC COM 548661107 3,856 135,600 SH Sole N/A 135,600
LULULEMON ATHLETICA INC COM 550021109 13,164 220,756 SH Sole N/A 220,756
OLD DOMINION FGHT LINES INC COM 679580100 9,154 211,457 SH Sole N/A 211,457
PULTE GROUP INC COM 745867101 503 46,995 SH Sole N/A 46,995
QUANTA SVCS INC COM 74762E102 7,512 312,108 SH Sole N/A 312,108
RYANAIR HLDGS PLC SPONSORED ADR 783513104 8,792 289,218 SH Sole N/A 289,218
SAFE BULKERS INC COM Y7388L103 728 118,000 SH Sole N/A 118,000
SOUTHWESTERN ENERGY CO COM 845467109 5,048 158,102 SH Sole N/A 158,102
STAPLES INC COM 855030102 1,678 128,545 SH Sole N/A 128,545
TEAVANA HLDGS INC COM 87819P102 1,911 141,205 SH Sole N/A 141,205
TEXAS ROADHOUSE INC COM 882681109 4,515 245,430 SH Sole N/A 245,430
THOR INDS INC COM 885160101 1,657 60,460 SH Sole N/A 60,460
TOLL BROTHERS INC COM 889478103 2,213 74,440 SH Sole N/A 74,440
URBAN OUTFITTERS INC COM 917047102 7,088 256,905 SH Sole N/A 256,905
TOTAL 119,176