Q1 2022 Holdings
Filed 2022-05-16 | 7 holdings | $145.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $33.4K | 352,541 | 22.9% |
| New York Times Co(NYT) | CL A | 650111107 | $26.8K | 585,220 | 18.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $25.0K | 38,325 | 17.2% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $17.8K | 636,515 | 12.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.6K | 57,117 | 12.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $15.5K | 130,081 | 10.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $9.5K | 8,000 | 6.5% |