Q3 2020 Holdings
Filed 2020-11-16 | 11 holdings | $214.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $193.2M | 570,497 | 90.1% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $20.3M | 143,340 | 9.5% |
| Facebook Inc(META) | CL A | 30303M102 | $256.2K | 978,249 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $172.3K | 117,269 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $99.1K | 643,657 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $86.7K | 824,912 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $80.8K | 911,279 | 0.0% |
| CDW Corp(CDW) | COM | 12514G108 | $79.3K | 663,704 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $61.2K | 305,912 | 0.0% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $59.2K | 128,388 | 0.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $20.4K | 1,467,642 | 0.0% |