| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2018 | 10 | 148,746 | MTN, QSR, USFD, DLTR | 13F-HR | 2/14/2019 | 000117266119000880 |
| Q3 2018 | 15 | 292,136 | STZ, QSR, RACE, AMZN | 13F-HR | 11/14/2018 | 000117266118002158 |
| Q2 2018 | 13 | 435,670 | DLTR, QSR, AMZN, BURL | 13F-HR | 8/14/2018 | 000117266118001658 |
| Q1 2018 | 11 | 413,339 | DLTR, MTN, BURL, QSR | 13F-HR | 5/15/2018 | 000117266118001247 |
| Q4 2017 | 11 | 451,096 | DLTR, BURL, ORLY, MTN | 13F-HR | 2/14/2018 | 000117266118000776 |
| Q3 2017 | 10 | 424,053 | DLTR, DG, AMZN, BURL | 13F-HR | 11/14/2017 | 000117266117002004 |
| Q2 2017 | 12 | 417,202 | DLTR, KHC, ORLY, BURL | 13F-HR | 8/14/2017 | 000117266117001645 |
| Q1 2017 | 10 | 445,104 | DLTR, KHC, META, MTN | 13F-HR | 5/15/2017 | 000117266117001141 |
| Q4 2016 | 11 | 514,232 | HD, KHC, GOOGL, DLTR | 13F-HR | 2/14/2017 | 000117266117000577 |
| Q3 2016 | 14 | 462,879 | KHC, DLTR, GOOGL, AMZN | 13F-HR | 11/14/2016 | 000117266116004163 |
| Q2 2016 | 12 | 392,641 | KHC, DLTR, AAP, BURL | 13F-HR | 8/15/2016 | 000117266116003846 |
| Q1 2016 | 11 | 387,037 | KHC, DLTR, DG, ARMK | 13F-HR | 5/9/2016 | 000117266116003185 |
| Q4 2015 | 11 | 227,828 | HD, MTN, SBUX, AMZN | 13F-HR | 2/8/2016 | 000117266116002466 |