Q4 2019 Holdings
Filed 2020-02-12 | 56 holdings | $92.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $3.4M | 40,196 | 3.7% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $3.9M | 110,000 | 4.2% |
| Conocophillips(COP) | COM | 20825C104 | $14.0M | 214,553 | 15.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $18.4M | 62,613 | 19.9% |
| Carmax Inc(KMX) | COM | 143130102 | $21.9M | 249,512 | 23.6% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $28.6M | 1,385,150 | 30.9% |