Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $236.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $208.9M | 603,546 | 88.3% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $26.6M | 147,974 | 11.3% |
| Facebook Inc(META) | CL A | 30303M102 | $267.9K | 980,868 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $205.9K | 117,539 | 0.1% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $106.7K | 911,279 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $105.0K | 824,912 | 0.0% |
| CDW Corp(CDW) | COM | 12514G108 | $87.5K | 663,704 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $81.2K | 407,921 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $66.9K | 305,912 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $52.9K | 226,207 | 0.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $21.7K | 1,137,642 | 0.0% |