Q4 2015 Holdings
Filed 2016-02-16 | 13 holdings | $476.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $475.7M | 2,222,789 | 99.8% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $377.8K | 4,656,492 | 0.1% |
| Lifelock Inc | COM | 53224V100 | $126.0K | 8,779,258 | 0.0% |
| Neustar Inc | CL A | 64126X201 | $84.3K | 3,517,392 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $78.1K | 282,370 | 0.0% |
| World Accep Corp del(WRLD) | COM | 981419104 | $75.6K | 2,037,495 | 0.0% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $69.6K | 1,836,622 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $58.9K | 1,548,516 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $51.5K | 602,236 | 0.0% |
| Yelp Inc.(YELP) | CL A | 985817105 | $37.7K | 1,309,257 | 0.0% |
| Fleetmatics Group PLC | COM | G35569105 | $19.7K | 386,902 | 0.0% |
| Systemax Inc | COM | 871851101 | $18.2K | 2,118,192 | 0.0% |
| Support COM Inc | COM | 86858W101 | $1.9K | 1,878,484 | 0.0% |