Q1 2020 Holdings
Filed 2020-05-15 | 6 holdings | $8.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $8.7M | 160,850 | 99.3% |
| Ferrari N V(RACE) | COM | N3167Y103 | $14.3K | 93,732 | 0.2% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $12.8K | 41,139 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $12.1K | 183,009 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $12.1K | 219,020 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $8.5K | 174,291 | 0.1% |