Q4 2019 Holdings
Filed 2020-02-14 | 10 holdings | $44.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $44.3M | 100,048 | 99.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $20.9K | 231,400 | 0.0% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $19.7K | 156,650 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $13.3K | 145,700 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $8.2K | 234,580 | 0.0% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $8.1K | 196,500 | 0.0% |
| World Accep Corp del(WRLD) | COM | 981419104 | $8.0K | 92,150 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $1.6K | 17,000 | 0.0% |
| Systemax Inc | COM | 871851101 | $1.5K | 58,000 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $774 | 6,900 | 0.0% |