Q3 2020 Holdings
Filed 2020-11-16 | 6 holdings | $16.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $16.6M | 181,114 | 99.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $33.8K | 151,370 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $18.5K | 100,420 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $17.1K | 43,317 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $15.8K | 187,644 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $14.7K | 173,500 | 0.1% |