Q2 2022 Holdings
Filed 2022-08-15 | 10 holdings | $235.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $234.1M | 494,494 | 99.6% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $269.9K | 1,673,965 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $224.8K | 102,783 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $133.9K | 765,451 | 0.1% |
| CDW Corp(CDW) | COM | 12514G108 | $116.7K | 740,477 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $113.8K | 1,047,340 | 0.0% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $46.8K | 2,177,218 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $35.3K | 334,800 | 0.0% |
| Gobi Acquisition Corp | CLASS A ORD SHS | G4022Y104 | $19.8K | 2,000,000 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $7.8K | 116,117 | 0.0% |