Q4 2022 Holdings
Filed 2023-02-13 | 4 holdings | $190.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $58.8M | 1,300,000 | 30.9% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $44.4M | 350,000 | 23.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $44.1M | 500,000 | 23.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $42.7M | 90,000 | 22.5% |