Sib as of March 31, 2013
Portfolio Holdings for Sib
Sib holds 0 positions in its portfolio as reported in the March 2013 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 3,704 162,750 SH Sole N/A 162,750
AMERICAN AXLE & MFG
HLDGS IN COM 024061103 2,599 190,400 SH Sole N/A 190,400
CARMAX INC COM 143130102 3,702 88,788 SH Sole N/A 88,788
CARNIVAL CORP PAIRED CTF 143658300 2,036 59,350 SH Sole N/A 59,350
COACH INC COM 189754104 5,154 103,100 SH Sole N/A 103,100
DICKS SPORTING GOODS
INC COM 253393102 3,321 70,210 SH Sole N/A 70,210
FRANCESCAS HLDGS CORP COM 351793104 2,499 87,000 SH Sole N/A 87,000
FRESH MKT INC COM 35804H106 43 1,000 SH Sole N/A 1,000
HEARTLAND EXPRESS INC COM 422347104 3,683 276,092 SH Sole N/A 276,092
HUNT J B TRANS SVCS
INC COM 445658107 10,990 147,550 SH Sole N/A 147,550
KNIGHT TRANSN INC COM 499064103 5,971 370,877 SH Sole N/A 370,877
LENNAR CORP CL A 526057104 232 5,600 SH Sole N/A 5,600
LOWES COS INC COM 548661107 5,142 135,600 SH Sole N/A 135,600
LULULEMON ATHLETICA
INC COM 550021109 10,004 160,456 SH Sole N/A 160,456
OLD DOMINION FGHT
LINES INC COM 679580100 10,665 279,185 SH Sole N/A 279,185
PULTE GROUP INC COM 745867101 951 46,995 SH Sole N/A 46,995
QUANTA SVCS INC COM 74762E102 8,920 312,108 SH Sole N/A 312,108
RYANAIR HLDGS PLC SPONSORED ADR 783513104 12,084 289,218 SH Sole N/A 289,218
SAFE BULKERS INC COM Y7388L103 585 118,000 SH Sole N/A 118,000
SHUTTERSTOCK INC COM 825690100 45 1,000 SH Sole N/A 1,000
SOUTHWESTERN ENERGY CO COM 845467109 5,891 158,102 SH Sole N/A 158,102
STAPLES INC COM 855030102 1,725 128,545 SH Sole N/A 128,545
TEXAS ROADHOUSE INC COM 882681109 4,955 245,430 SH Sole N/A 245,430
THOR INDS INC COM 885160101 2,224 60,460 SH Sole N/A 60,460
TOLL BROTHERS INC COM 889478103 2,549 74,440 SH Sole N/A 74,440
ULTA SALON COSMETCS &
FRAG I COM 90384S303 2,926 36,000 SH Sole N/A 36,000
URBAN OUTFITTERS INC COM 917047102 7,744 199,889 SH Sole N/A 199,889
TOTAL 120,344