Q4 2019 Holdings
Filed 2020-02-12 | 12 holdings | $144.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $143.6M | 324,532 | 99.6% |
| Facebook Inc(META) | CL A | 30303M102 | $155.5K | 757,596 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $135.4K | 101,283 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $54.2K | 288,590 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $42.4K | 1,054,168 | 0.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $36.6K | 1,456,192 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $31.9K | 252,760 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $31.4K | 280,136 | 0.0% |
| CDW Corp(CDW) | COM | 12514G108 | $22.9K | 160,215 | 0.0% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $18.4K | 96,750 | 0.0% |
| Tesla Inc | NOTE 2.375% 3/1 | 88160RAD3 | $15.8K | 11,185,000 | 0.0% |
| RMR Group Inc(RMR) | CL A | 74967R106 | $7.7K | 169,606 | 0.0% |