Q3 2015 Holdings
Filed 2015-11-13 | 13 holdings | $438.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $437.6M | 2,222,789 | 99.8% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $354.4K | 4,656,492 | 0.1% |
| Neustar Inc | CL A | 64126X201 | $95.7K | 3,517,392 | 0.0% |
| Lifelock Inc | COM | 53224V100 | $76.9K | 8,779,258 | 0.0% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $75.8K | 1,836,622 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $73.1K | 282,370 | 0.0% |
| World Accep Corp del(WRLD) | COM | 981419104 | $54.7K | 2,037,495 | 0.0% |
| Keurig Green MTN Inc | COM | 49271M100 | $52.6K | 1,009,723 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $50.9K | 1,548,516 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $50.8K | 602,236 | 0.0% |
| Fleetmatics Group PLC | COM | G35569105 | $19.0K | 386,902 | 0.0% |
| Systemax Inc | COM | 871851101 | $15.9K | 2,118,192 | 0.0% |
| Support COM Inc | COM | 86858W101 | $2.1K | 1,878,484 | 0.0% |