| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $164.5K | 79,078 | 12.4% |
| Berkshire Hathaway Inc del CL(BRK/A) | COM | 084670108 | $127.7K | 427 | 9.7% |
| Comcast Corp New CL A(CMCSA) | COM | 20030N101 | $114.5K | 3,349,541 | 8.7% |
| Dollar General Corporation(DG) | COM | 256677105 | $113.0K | 1,207,993 | 8.5% |
| Hexcel Corporation(HXL) | COM | 428291108 | $95.7K | 1,481,538 | 7.2% |
| US Foods Holding Corporation(USFD) | COM | 912008109 | $89.1K | 2,720,053 | 6.7% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $88.9K | 445,901 | 6.7% |
| Tempur Sealy Intl Inc COM(SGI) | COM | 88023U101 | $82.3K | 1,816,572 | 6.2% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $80.8K | 78,319 | 6.1% |
| Dolby Laboratories Inc COM(DLB) | COM | 25659T107 | $77.9K | 1,225,236 | 5.9% |
| Laboratory Corp Amer Hldgs COM | COM | 50540R409 | $66.1K | 408,614 | 5.0% |
| Axalta Coating Systems LTD(AXTA) | COM | G0750C108 | $59.9K | 1,985,483 | 4.5% |
| Armstrong World Industries Inc(AWI) | COM | 04247X102 | $53.6K | 952,103 | 4.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $51.2K | 158,372 | 3.9% |
| Winnebago Industries Inc(WGO) | COM | 974637100 | $45.8K | 1,218,852 | 3.5% |
| Coca Cola COM(KO) | COM | 191216100 | $8.1K | 186,844 | 0.6% |
| Siem Industries Inc | COM | G81226105 | $1.3K | 21,200 | 0.1% |
| Chevron Corp New COM(CVX) | COM | 166764100 | $391 | 3,425 | 0.0% |
| Thor Inds Inc COM(THO) | COM | 885160101 | $351 | 3,046 | 0.0% |
| Bank of America Corporation Co(BAC) | COM | 060505104 | $330 | 11,015 | 0.0% |
| Exxon Mobil Corp COM(XOM) | COM | 30231G102 | $297 | 3,985 | 0.0% |