Q1 2022 Holdings
Filed 2022-05-16 | 8 holdings | $18.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $18.0M | 186,618 | 99.3% |
| Ferrari N V(RACE) | COM | N3167Y103 | $29.1K | 133,640 | 0.2% |
| Transunion(TRU) | COM | 89400J107 | $23.4K | 226,284 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $22.6K | 47,778 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $20.1K | 168,088 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $13.5K | 184,878 | 0.1% |
| Drive Shack Inc(DSEUR) | COM | 262077100 | $5.8K | 3,748,000 | 0.0% |
| GXO Logistics Incorporated(GXO) | COMMON STOCK | 36262G101 | $4.9K | 68,529 | 0.0% |