Q4 2021 Holdings
Filed 2022-02-14 | 7 holdings | $176.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New York Times Co(NYT) | CL A | 650111107 | $39.9K | 825,880 | 22.6% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $38.5K | 339,213 | 21.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $37.2K | 58,404 | 21.1% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $18.7K | 397,953 | 10.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $18.6K | 80,438 | 10.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $14.5K | 10,727 | 8.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.0K | 26,767 | 5.1% |