Q1 2022 Holdings
Filed 2022-05-13 | 4 holdings | $11.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $5.7K | 8,767 | 50.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.8K | 12,676 | 24.8% |
| Five Below Inc(FIVE) | COM | 33829M101 | $1.8K | 11,162 | 15.6% |
| Black Knight Inc(BKIEUR) | COM | 09215C105 | $1.1K | 18,145 | 9.3% |