Q1 2023 Holdings
Filed 2023-05-15 | 7 holdings | $94.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $33.9M | 125,155 | 35.7% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $21.1M | 47,983 | 22.3% |
| Transunion(TRU) | COM | 89400J107 | $14.1M | 227,189 | 14.9% |
| Carmax Inc(KMX) | COM | 143130102 | $12.1M | 187,533 | 12.7% |
| XPO Inc(XPO) | COM | 983793100 | $5.9M | 185,818 | 6.2% |
| API Group Corp(APG) | COM STK | 00187Y100 | $4.2M | 186,450 | 4.4% |
| GXO Logistics Incorporated(GXO) | COMMON STOCK | 36262G101 | $3.6M | 70,829 | 3.8% |