Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
NVR	NVR INC	174,723	$287M	19.3%	$1643.00	$1017.81	+60.8%	COM	62944T105
—	CALATLANTIC GROUP INC	2,984,237	$113M	7.6%	$37.92	$37.92	—	COM	128195104
UAL	UNITED CONTL HLDGS INC	1,694,296	$97.08M	6.5%	$57.30	$45.83	+26.0%	COM	910047109
HOG	HARLEY DAVIDSON INC	1,616,545	$73.38M	4.9%	$45.39 *	$50.80	-3.1%	COM	412822108
LYB	LYONDELLBASELL INDUSTRIES N	824,235	$71.63M	4.8%	$86.90 *	$52.12	-0.2%	SHS - A -	N53745100
—	SWIFT TRANSN CO	4,763,362	$65.83M	4.4%	$13.82	$13.82	—	CL A	87074U101
LOW	LOWES COS INC	825,235	$62.75M	4.2%	$76.04 *	$53.51	+15.3%	COM	548661107
DAL	DELTA AIR LINES INC DEL	1,215,545	$61.62M	4.1%	$50.69 *	$40.04	+9.1%	COM NEW	247361702
MHK	MOHAWK INDS INC	320,387	$60.68M	4.1%	$189.39	$192.09	-0.1%	COM	608190104
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,720,880	$59.95M	4.0%	$34.84 *	$22.32	+51.1%	COM	874054109
META	FACEBOOK INC	501,273	$52.46M	3.5%	$104.66 *	$88.26	+15.6%	CL A	30303M102
CCL	CARNIVAL CORP	882,438	$48.08M	3.2%	$54.48 *	$36.05	+24.9%	PAIRED CTF	143658300
MPC	MARATHON PETE CORP	918,631	$47.62M	3.2%	$51.84 *	$37.21	+2.3%	COM	56585A102
EXP	EAGLE MATERIALS INC	602,329	$36.4M	2.4%	$60.43 *	$75.80	-16.3%	COM	26969P108
BA	BOEING CO	242,882	$35.12M	2.4%	$144.59 *	$128.88	0.0%	COM	097023105
GOOG	ALPHABET INC	43,496	$33.01M	2.2%	$758.87 *	$35.61	0.0%	CAP STK CL C	02079K107
UFI	UNIFI INC	1,147,241	$32.3M	2.2%	$28.15 *	$23.67	+24.6%	COM NEW	904677200
PPG	PPG INDS INC	253,806	$25.08M	1.7%	$98.82 *	$84.07	0.0%	COM	693506107
CRM	SALESFORCE COM INC	308,922	$24.22M	1.6%	$78.40	$70.04	+10.2%	COM	79466L302
EXPD	EXPEDITORS INTL WASH INC	485,566	$21.9M	1.5%	$45.10 *	$42.54	0.0%	COM	302130109
HZO	MARINEMAX INC	1,082,210	$19.93M	1.3%	$18.42 *	$16.67	-0.3%	COM	567908108
KEX	KIRBY CORP	378,800	$19.93M	1.3%	$52.62 *	$61.90	0.0%	COM	497266106
FLR	FLUOR CORP NEW	410,834	$19.4M	1.3%	$47.22 *	$42.79	0.0%	COM	343412102
NVDA	NVIDIA CORP	526,960	$17.37M	1.2%	$32.96 *	$0.73	0.0%	COM	67066G104
SBUX	STARBUCKS CORP	211,590	$12.7M	0.9%	$60.03 *	$40.91	+20.8%	COM	855244109
OXY	OCCIDENTAL PETE CORP DEL	169,637	$11.47M	0.8%	$67.61 *	$53.85	-0.8%	COM	674599105
—	CBS CORP NEW	217,600	$10.26M	0.7%	$47.13	$47.13	—	CL B	124857202
—	ACTIVISION BLIZZARD INC	230,980	$8.941M	0.6%	$38.71	$34.37	—	COM	00507V109
AMZN	AMAZON COM INC	10,825	$7.317M	0.5%	$675.94 *	$26.01	+21.2%	COM	023135106
TECK	TECK RESOURCES LTD	1,562,253	$6.03M	0.4%	$3.86 *	$4.95	0.0%	CL B	878742204
NSC	NORFOLK SOUTHERN CORP	64,211	$5.432M	0.4%	$84.60 *	$69.12	0.0%	COM	655844108
LPX	LOUISIANA PAC CORP	297,835	$5.364M	0.4%	$18.01 *	$14.40	+20.2%	COM	546347105
—	BELMOND LTD	468,838	$4.454M	0.3%	$9.50	$10.98	—	CL A	G1154H107
MNRO	MONRO MUFFLER BRAKE INC	61,832	$4.095M	0.3%	$66.23 *	$64.10	+11.0%	COM	610236101
MNST	MONSTER BEVERAGE CORP NEW	26,447	$3.94M	0.3%	$148.98 *	$23.56	+2.5%	COM	61174X109
WYNN	WYNN RESORTS LTD	56,898	$3.937M	0.3%	$69.19 *	$58.64	0.0%	COM	983134107
NOC	NORTHROP GRUMMAN CORP	18,892	$3.567M	0.2%	$188.81 *	$144.20	+7.9%	COM	666807102
—	SKECHERS U S A INC	100,575	$3.038M	0.2%	$30.21	$30.21	—	CL A	830566105
EAT	BRINKER INTL INC	62,409	$2.993M	0.2%	$47.96 *	$40.32	0.0%	COM	109641100
—	BUFFALO WILD WINGS INC	18,590	$2.968M	0.2%	$159.66	$193.42	—	COM	119848109
—	BAKER HUGHES INC	43,456	$2.005M	0.1%	$46.14	$46.14	—	COM	057224107
MLM	MARTIN MARIETTA MATLS INC	12,661	$1.729M	0.1%	$136.56 *	$140.36	0.0%	COM	573284106
—	PRICELINE GRP INC	1,206	$1.538M	0.1%	$1275.29	$1236.97	—	COM NEW	741503403
NXPI	NXP SEMICONDUCTORS N V	18,088	$1.524M	0.1%	$84.25 *	$76.05	0.0%	COM	N6596X109
EEFT	EURONET WORLDWIDE INC	19,996	$1.448M	0.1%	$72.41 *	$76.51	0.0%	COM	298736109