Q4 2019 Holdings
Filed 2020-02-14 | 11 holdings | $54.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $29.8M | 61,500 | 54.8% |
| Carmax Inc(KMX) | COM | 143130102 | $9.2M | 104,540 | 16.8% |
| Appian Corp(APPN) | CL A | 03782L101 | $8.3M | 217,138 | 15.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $7.0M | 199,046 | 12.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $21.7K | 235,729 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $19.5K | 14,600 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $19.2K | 34,273 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $17.9K | 383,955 | 0.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $17.7K | 281,064 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $15.7K | 1,654,387 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $1.7K | 557,189 | 0.0% |