Q1 2020 Holdings
Filed 2020-05-15 | 11 holdings | $144.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $133.4M | 521,896 | 92.7% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $9.9M | 89,585 | 6.9% |
| Facebook Inc(META) | CL A | 30303M102 | $161.8K | 970,275 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $134.7K | 115,831 | 0.1% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $66.5K | 1,040,022 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $55.5K | 809,715 | 0.0% |
| CDW Corp(CDW) | COM | 12514G108 | $55.0K | 589,641 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $38.7K | 874,156 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $37.2K | 231,102 | 0.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $20.9K | 1,469,492 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $9.9K | 293,689 | 0.0% |