Q1 2024 Holdings
Filed 2024-05-15 | 6 holdings | $102.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $35.9M | 82,402 | 34.9% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $21.8M | 38,862 | 21.2% |
| Transunion(TRU) | COM | 89400J107 | $14.6M | 183,489 | 14.2% |
| Carmax Inc(KMX) | COM | 143130102 | $13.2M | 151,875 | 12.9% |
| API Group Corp(APG) | COM STK | 00187Y100 | $8.7M | 220,704 | 8.4% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $8.7M | 77,583 | 8.4% |