0000868491-17-000006.txt : 20170512 0000868491-17-000006.hdr.sgml : 20170512 20170512131657 ACCESSION NUMBER: 0000868491-17-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170512 EFFECTIVENESS DATE: 20170512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CAPITAL GROWTH MANAGEMENT LP CENTRAL INDEX KEY: 0000868491 IRS NUMBER: 043076053 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03985 FILM NUMBER: 17837605 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE STREET 2: 45TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6177373225 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE STREET 2: 45TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000868491 XXXXXXXX 03-31-2017 03-31-2017 CAPITAL GROWTH MANAGEMENT LP

ONE INTERNATIONAL PLACE 45TH FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-03985 N G. Kenneth Heebner 617-737-3225 G. Kenneth Heebner Boston MA 05-09-2017 0 50 2266585 false INFORMATION TABLE 2 cgm13f03312017informationt.xml INFORMATION TABLE AMN HEALTHCARE SERVICES INC COMMON 001744101 2842 70000 SH SOLE 70000 0 0 ANALOG DEVICES INC COMMON 032654105 6146 75000 SH SOLE 75000 0 0 ANGLO AMERN PLC COMMON 03485P300 23210 3050000 SH SOLE 3050000 0 0 APPLIED OPTOELECTRONICS INC COMMON 03823U102 2246 40000 SH SOLE 40000 0 0 BANCO BRADESCO S A COMMON 059460303 35840 3500000 SH SOLE 3500000 0 0 BANK OF AMERICA CORPORATION COMMON 060505104 177161 7510000 SH SOLE 7510000 0 0 CENTURY CMNTYS INC COMMON 156504300 4064 160000 SH SOLE 160000 0 0 CHOICE HOTELS INTL INC COMMON 169905106 40064 640000 SH SOLE 640000 0 0 CITIGROUP INC COMMON 172967424 159121 2660000 SH SOLE 2660000 0 0 CORESITE RLTY CORP COMMON 21870Q105 44124 490000 SH SOLE 490000 0 0 CYRUSONE INC COMMON 23283R100 45294 880000 SH SOLE 880000 0 0 D R HORTON INC COMMON 23331A109 110589 3320000 SH SOLE 3320000 0 0 DIGITAL RLTY TR INC COMMON 253868103 44152 415000 SH SOLE 415000 0 0 DUPONT FABROS TECHNOLOGY COMMON 26613Q106 43639 880000 SH SOLE 880000 0 0 EQUINIX INC COMMON 29444U700 28026 70000 SH SOLE 70000 0 0 EXTENDED STAY AMER INC UNIT 30224P200 17534 1100000 SH SOLE 1100000 0 0 FINISAR CORP COMMON 31787A507 5195 190000 SH SOLE 190000 0 0 FREEPORT-MCMORAN COPPER COMMON 35671D857 71743 5370000 SH SOLE 5370000 0 0 GEO GROUP INC NEW COMMON 36162J106 15302 330000 SH SOLE 330000 0 0 GOLDMAN SACHS GROUP INC COMMON 38141G104 76956 335000 SH SOLE 335000 0 0 GRAND CANYON ED INC COMMON 38526M106 11816 165000 SH SOLE 165000 0 0 ITAU UNIBANCO HOLDING S. A. COMMON 465562106 10018 830000 SH SOLE 830000 0 0 JP MORGAN CHASE & CO COMMON 46625H100 50069 570000 SH SOLE 570000 0 0 KLA-TENCOR CORP COMMON 482480100 53239 560000 SH SOLE 560000 0 0 LA QUINTA HLDGS INC COMMON 50420D108 11086 820000 SH SOLE 820000 0 0 LAM RESEARCH CORP COMMON 512807108 63538 495000 SH SOLE 495000 0 0 LENNAR CORP CL A 526057104 109035 2130000 SH SOLE 2130000 0 0 MICROCHIP TECHNOLOGY INC COMMON 595017104 19183 260000 SH SOLE 260000 0 0 MICRON TECHNOLOGY INC COMMON 595112103 76007 2630000 SH SOLE 2630000 0 0 MORGAN STANLEY COMMON 617446448 116096 2710000 SH SOLE 2710000 0 0 NVR INC COMMON 62944T105 21069 10000 SH SOLE 10000 0 0 NETEASE COM INC COMMON 64110W102 67592 238000 SH SOLE 238000 0 0 NVIDIA CORP COMMON 67066G104 67646 621000 SH SOLE 621000 0 0 NUTRI SYS INC NEW COMMON 67069D108 2220 40000 SH SOLE 40000 0 0 OCLARO INC COMMON 67555N206 5892 600000 SH SOLE 600000 0 0 POTLATCH CORP NEW COMMON 737630103 2422 53000 SH SOLE 53000 0 0 PRUDENTIAL FINL INC COMMON 744320102 64328 603000 SH SOLE 603000 0 0 PULTE HOMES INC COMMON 745867101 8714 370000 SH SOLE 370000 0 0 QTS RLTY TR INC COMMON 74736A103 21450 440000 SH SOLE 440000 0 0 SKECHERS U S A INC COMMON 830566105 4941 180000 SH SOLE 180000 0 0 SOUTHERN COPPER CORP COMMON 84265V105 45580 1270000 SH SOLE 1270000 0 0 STAMPS COM INC COMMON 852857200 3550 30000 SH SOLE 30000 0 0 TRI POINTE GROUP INC COMMON 87265H109 4389 350000 SH SOLE 350000 0 0 TECH DATA CORP COMMON 878237106 7512 80000 SH SOLE 80000 0 0 TERADYNE INC COMMON 880770102 55047 1770000 SH SOLE 1770000 0 0 TOLL BROTHERS INC COMMON 889478103 106524 2950000 SH SOLE 2950000 0 0 VALE S A COMMON 91912E105 192375 20250000 SH SOLE 20250000 0 0 WESTERN DIGITAL CORP COMMON 958102105 72626 880000 SH SOLE 880000 0 0 WESTROCK CO COMMON 96145D105 35380 680000 SH SOLE 680000 0 0 FABRINET COMMON G3323L100 3993 95000 SH SOLE 95000 0 0