Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $198.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $119.0M | 269,000 | 59.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $79.4M | 2,390,000 | 39.9% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $132.3K | 450,000 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $117.9K | 1,931,000 | 0.1% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $102.5K | 677,000 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $69.2K | 1,240,000 | 0.0% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $61.7K | 315,000 | 0.0% |
| Liveramp Hldgs Inc(RAMP) | COM | 53815P108 | $7.7K | 160,131 | 0.0% |