Q4 2016 Holdings
Filed 2017-02-14 | 11 holdings | $484.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $483.5M | 2,222,789 | 99.7% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $426.6K | 4,656,492 | 0.1% |
| World Accep Corp del(WRLD) | COM | 981419104 | $131.0K | 2,037,495 | 0.0% |
| Lifelock Inc | COM | 53224V100 | $128.3K | 5,365,630 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $121.1K | 3,175,523 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $114.3K | 3,259,784 | 0.0% |
| Neustar Inc | CL A | 64126X201 | $98.2K | 2,941,045 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $67.0K | 1,208,516 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $64.5K | 282,370 | 0.0% |
| NU Skin Enterprises Inc(NUS) | CL A | 67018T105 | $62.9K | 1,316,941 | 0.0% |
| Systemax Inc | COM | 871851101 | $18.6K | 2,118,192 | 0.0% |