SMITH THOMAS W Information

2200 BUTTS ROAD, BOCA RATON, Florida, 33431,

Report Date: 12/31/2013

Position Statistics

Total Positions 16
New Positions 0
Increased Positions 2
Decreased Positions 6
Positions with Activity 8
Sold Out Positions 0
Total Mkt Value (in $ millions) 128

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 0.2%
Consumer/Non-Cyclical 24.9%
Energy
Financial 39.2%
Healthcare
Services 30.14%
Technology 5.47%
Transportation
Utilities

16 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CREDIT ACCEP CORP MICH COM 26,485 New 189,085
KEURIG GREEN MTN INC COM 24,576 4,860 24.65 249,811
VISTAPRINT N V SHS 14,853 -478 (3.12) 301,216
ALLIANCE DATA SYSTEMS CORP COM 12,065 -833 (6.46) 49,231
WORLD ACCEP CORP DEL COM 11,512 New 147,067
NEUSTAR INC CL A 9,135 -59 (0.64) 312,188
NU SKIN ENTERPRISES INC CL A 7,225 2,911 67.49 83,608
TRACTOR SUPPLY CO COM 6,882 -34 (0.49) 102,332
COPART INC COM 6,334 -1,715 (21.31) 173,588
LIFE TIME FITNESS INC COM 3,820 -1,370 (26.4) 76,667
SYSTEMAX INC COM 2,486 New 168,518
LIFELOCK INC COM 800 New 50,000
SUPPORT COM INC COM 653 New 250,000
SEARS HLDGS CORP COM 513 New 13,396
GILDAN ACTIVEWEAR INC COM 251 New 5,000
LANDS END INC NEW COM 105 New 4,030