Q1 2021 Holdings
Filed 2021-05-17 | 6 holdings | $20.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $20.8M | 156,838 | 99.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $38.2K | 145,582 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $24.1K | 115,135 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $21.8K | 176,648 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $19.9K | 220,910 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $17.8K | 44,125 | 0.1% |