Q3 2022 Holdings
Filed 2022-11-14 | 9 holdings | $157.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xpel Inc(XPEL) | COM | 98379L100 | $31.5K | 488,454 | 20.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $27.1K | 149,507 | 17.2% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $22.4K | 136,898 | 14.2% |
| Avid Technology Inc | COM | 05367P100 | $20.4K | 878,567 | 13.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $16.7K | 285,351 | 10.6% |
| Mister CAR Wash Inc(MCW) | COM | 60646V105 | $15.9K | 1,850,189 | 10.1% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $13.6K | 486,177 | 8.6% |
| NCR Corp New(VYX)Call | COM | 62886E108 | $6.9K | 362,000 | 4.4% |
| NCR Corp New(VYX) | COM | 62886E108 | $3.2K | 169,415 | 2.0% |