Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $12.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $12.1M | 31,800 | 99.5% |
| Ferrari N V(RACE) | COM | N3167Y103 | $11.4K | 114,879 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $11.4K | 200,000 | 0.1% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $10.6K | 50,370 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $8.5K | 149,403 | 0.1% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $6.4K | 62,091 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $6.2K | 23,400 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $6.1K | 112,408 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $4.2K | 127,857 | 0.0% |