Sib

Sib as of Sept. 30, 2013

Portfolio Holdings for Sib

Sib holds 27 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ryanair Holdings 10.5 $14M 289k 49.74
Old Dominion Freight Line (ODFL) 9.4 $13M 279k 45.99
Lululemon Athletica (LULU) 8.6 $12M 161k 73.13
J.B. Hunt Transport Services (JBHT) 7.9 $11M 148k 72.93
Quanta Services (PWR) 6.3 $8.6M 312k 27.51
Urban Outfitters (URBN) 5.4 $7.3M 200k 36.77
Lowe's Companies (LOW) 4.7 $6.5M 136k 47.61
Texas Roadhouse (TXRH) 4.7 $6.5M 245k 26.30
Knight Transportation 4.5 $6.1M 371k 16.52
Southwestern Energy Company (SWN) 4.2 $5.8M 158k 36.38
Coach 4.1 $5.6M 103k 54.53
CarMax (KMX) 3.1 $4.3M 89k 48.48
Ulta Salon, Cosmetics & Fragrance (ULTA) 3.1 $4.3M 36k 119.47
Heartland Express (HTLD) 2.9 $3.9M 276k 14.19
Abb (ABBNY) 2.8 $3.8M 163k 23.59
Celgene Corporation 2.8 $3.8M 25k 154.12
Dick's Sporting Goods (DKS) 2.7 $3.7M 70k 53.38
American Axle & Manufact. Holdings (AXL) 2.7 $3.8M 190k 19.72
Thor Industries (THO) 2.6 $3.5M 61k 58.04
Toll Brothers (TOL) 1.8 $2.4M 74k 32.43
Carnival Corporation (CCL) 1.4 $1.9M 59k 32.64
Staples 1.4 $1.9M 129k 14.65
Francescas Hldgs Corp 1.2 $1.6M 87k 18.62
Safe Bulkers Inc Com Stk (SB) 0.6 $802k 118k 6.80
Pulte (PHM) 0.6 $775k 47k 16.49
Lennar Corporation (LEN) 0.1 $198k 5.6k 35.36
Shutterstock (SSTK) 0.1 $73k 1.0k 73.00