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Capital Growth Management

Filed: 13 Aug 20, 12:17pm

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number:3235-0006
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOMMON00287Y10915,218155,000SH SOLE 155,00000
ADOBE SYS INCCOMMON00724F10122,20151,000SH SOLE 51,00000
ALAMOS GOLD INC NEWCOMMON01153210820,1672,150,000SH SOLE 2,150,00000
AMERICAN HOMES 4 RENTCOMMON02665T30615,333570,000SH SOLE 570,00000
BARRICK GOLD CORPORATIONCOMMON06790110814,817550,000SH SOLE 550,00000
BEST BUY INCCOMMON08651610111,345130,000SH SOLE 130,00000
BRUNSWICK CORPCOMMON11704310920,483320,000SH SOLE 320,00000
CENTENE CORP DELCOMMON15135B10113,981220,000SH SOLE 220,00000
D R HORTON INCCOMMON23331A10949,628895,000SH SOLE 895,00000
DECKERS OUTDOOR CORPCOMMON24353710716,30083,000SH SOLE 83,00000
DOLLAR GEN CORP NEWCOMMON25667710524,766130,000SH SOLE 130,00000
EQUITY LIFESTYLE PPTYS INCCOMMON29472R1086,248100,000SH SOLE 100,00000
GOLD FIELDS LTD NEWCOMMON38059T10621,1502,250,000SH SOLE 2,250,00000
INNOVATIVE INDL PPTYS INCCOMMON45781V1014,40150,000SH SOLE 50,00000
KB HOMECOMMON48666K10950,0081,630,000SH SOLE 1,630,00000
KINROSS GOLD CORPCOMMON49690240422,3823,100,000SH SOLE 3,100,00000
LGI HOMES INCCOMMON50187T10633,451380,000SH SOLE 380,00000
LENNAR CORPCL A52605710451,761840,000SH SOLE 840,00000
LILLY ELI & COCOMMON53245710811,49370,000SH SOLE 70,00000
M D C HLDGS INCCOMMON55267610813,566380,000SH SOLE 380,00000
MERITAGE HOME CORP.COMMON59001A10260,135790,000SH SOLE 790,00000
MOLINA HEALTHCARE INCCOMMON60855R1007,11940,000SH SOLE 40,00000
NEWMONT MINING CORPCOMMON6516391061,23520,000SH SOLE 20,00000
NOKIA CORPCOMMON65490220414,5203,300,000SH SOLE 3,300,00000
PENNYMAC FINL SVCS INCCOMMON70932M10727,581660,000SH SOLE 660,00000
POTLATCH DELTIC CORPCOMMON7376301033,42390,000SH SOLE 90,00000
PULTE HOMES INCCOMMON74586710121,779640,000SH SOLE 640,00000
SSR MNG INCCOMMON78473010320,264950,000SH SOLE 950,00000
SANDSTORM GOLD LTDCOMMON80013R20622,1262,300,000SH SOLE 2,300,00000
SITE CENTERS CORPCOMMON82981J10912,1501,500,000SH SOLE 1,500,00000
SUN CMNTYS INCCOMMON8666741046,10645,000SH SOLE 45,00000
TRI POINTE GROUP INCCOMMON87265H10922,1821,510,000SH SOLE 1,510,00000
TAYLOR MORRISON HOME CORPCOMMON87724P10631,0571,610,000SH SOLE 1,610,00000
TEMPUR SEALY INTL INCCOMMON88023U1011,79925,000SH SOLE 25,00000
TERADYNE INCCOMMON88077010226,621315,000SH SOLE 315,00000
THOR INDS INCCOMMON88516010128,763270,000SH SOLE 270,00000
TOLL BROTHERS INCCOMMON88947810325,094770,000SH SOLE 770,00000
VALE S ACOMMON91912E10522,6822,200,000SH SOLE 2,200,00000
VERTEX PHARMACEUTICALS INCCOMMON92532F10010,74137,000SH SOLE 37,00000
WINNEBAGO INDS INCCOMMON97463710026,315395,000SH SOLE 395,00000
HORIZON THERAPEUTICS PLCCOMMONG4618810130,013540,000SH SOLE 540,00000