SMITH THOMAS W Information

2200 BUTTS ROAD, BOCA RATON, Florida, 33431,

Report Date: 03/31/2015

Position Statistics

Total Positions 14
New Positions 0
Increased Positions 2
Decreased Positions 3
Positions with Activity 5
Sold Out Positions 0
Total Mkt Value (in $ millions) 146

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 0.22%
Consumer/Non-Cyclical 17.06%
Energy
Financial 47.22%
Healthcare
Services 30.37%
Technology 5.13%
Transportation
Utilities

14 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CREDIT ACCEP CORP MICH COM 43,924 New 189,085
CIMPRESS N V SHS EURO 24,251 New 301,216
KEURIG GREEN MTN INC COM 14,591 -3,995 (21.49) 162,375
ALLIANCE DATA SYSTEMS CORP COM 12,491 -1,578 (11.22) 41,950
WORLD ACCEP CORP DEL COM 12,319 New 152,627
NU SKIN ENTERPRISES INC CL A 10,248 3,722 57.03 198,174
NEUSTAR INC CL A 8,047 New 302,188
TRACTOR SUPPLY CO COM 5,894 -1,298 (18.05) 66,732
LIFELOCK INC COM 4,593 462 11.17 301,969
COPART INC COM 4,116 New 116,588
FLEETMATICS GROUP PLC COM 2,981 New 71,274
SYSTEMAX INC COM 1,422 New 168,518
SUPPORT COM INC COM 365 New 250,000
GILDAN ACTIVEWEAR INC COM 313 New 10,000