Q4 2018 Holdings
Filed 2019-02-14 | 7 holdings | $154.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $140.2M | 4,155,408 | 90.9% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $13.7M | 231,666 | 8.9% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $143.4K | 421,730 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $54.2K | 31,446 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $29.1K | 3,120,635 | 0.0% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $26.2K | 580,989 | 0.0% |
| Sharpspring Inc(SHSP) | COM | 820054104 | $16.5K | 1,310,181 | 0.0% |