Sib as of Dec. 31, 2012
Portfolio Holdings for Sib
Sib holds 0 positions in its portfolio as reported in the December 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 3,384 162,750 SH Sole N/A 162,750 AMERICAN AXLE & MFG HLDGS IN COM 024061103 2,132 190,400 SH Sole N/A 190,400 CARMAX INC COM 143130102 3,333 88,788 SH Sole N/A 88,788 CARNIVAL CORP PAIRED CTF 143658300 2,182 59,350 SH Sole N/A 59,350 COACH INC COM 189754104 5,723 103,100 SH Sole N/A 103,100 DICKS SPORTING GOODS INC COM 253393102 3,194 70,210 SH Sole N/A 70,210 FRESH MKT INC COM 35804H106 48 1,000 SH Sole N/A 1,000 HEARTLAND EXPRESS INC COM 422347104 3,609 276,092 SH Sole N/A 276,092 HUNT J B TRANS SVCS INC COM 445658107 8,810 147,550 SH Sole N/A 147,550 KNIGHT TRANSN INC COM 499064103 5,426 370,877 SH Sole N/A 370,877 LENNAR CORP CL A 526057104 217 5,600 SH Sole N/A 5,600 LOWES COS INC COM 548661107 4,817 135,600 SH Sole N/A 135,600 LULULEMON ATHLETICA INC COM 550021109 12,232 160,456 SH Sole N/A 160,456 OLD DOMINION FGHT LINES INC COM 679580100 9,570 279,185 SH Sole N/A 279,185 PULTE GROUP INC COM 745867101 853 46,995 SH Sole N/A 46,995 QUANTA SVCS INC COM 74762E102 8,517 312,108 SH Sole N/A 312,108 RYANAIR HLDGS PLC SPONSORED ADR 783513104 9,914 289,218 SH Sole N/A 289,218 SAFE BULKERS INC COM Y7388L103 396 118,000 SH Sole N/A 118,000 SHUTTERSTOCK INC COM 825690100 26 1,000 SH Sole N/A 1,000 SOUTHWESTERN ENERGY CO COM 845467109 5,282 158,102 SH Sole N/A 158,102 STAPLES INC COM 855030102 1,465 128,545 SH Sole N/A 128,545 TEXAS ROADHOUSE INC COM 882681109 4,123 245,430 SH Sole N/A 245,430 THOR INDS INC COM 885160101 2,263 60,460 SH Sole N/A 60,460 TOLL BROTHERS INC COM 889478103 2,407 74,440 SH Sole N/A 74,440 URBAN OUTFITTERS INC COM 917047102 7,868 199,889 SH Sole N/A 199,889 TOTAL 107,791