Q1 2020 Holdings
Filed 2020-05-15 | 11 holdings | $46.9M | 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 | $30.1M | 69,100 | 64.3% |
| Appian Corp(APPN) | CL A | 03782L101 | $8.7M | 217,138 | 18.6% |
| Carmax Inc(KMX) | COM | 143130102 | $4.2M | 77,276 | 8.9% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $3.8M | 199,046 | 8.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $18.9K | 58,873 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $18.8K | 16,150 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $16.9K | 305,951 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $16.8K | 388,286 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $12.7K | 1,654,387 | 0.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $11.6K | 332,845 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $528 | 557,189 | 0.0% |