Q2 2020 Holdings
Filed 2020-08-14 | 6 holdings | $17.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $17.7M | 198,150 | 99.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $22.4K | 186,095 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $17.1K | 99,862 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $16.7K | 43,074 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $16.3K | 186,779 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $13.8K | 178,591 | 0.1% |