Q1 2019 Holdings
Filed 2019-05-15 | 9 holdings | $23.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $12.7M | 28,050 | 54.3% |
| Carmax Inc(KMX) | COM | 143130102 | $10.6M | 152,110 | 45.4% |
| Transunion(TRU) | COM | 89400J107 | $14.2K | 212,213 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $13.1K | 98,162 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $10.4K | 178,781 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $9.9K | 28,981 | 0.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $7.3K | 135,321 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $7.1K | 32,644 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $6.3K | 121,142 | 0.0% |