Q1 2023 Holdings
Filed 2023-05-08 | 16 holdings | $141.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.0M | 155,000 | 11.3% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $15.6M | 150,000 | 11.1% |
| Harley Davidson Inc(HOG) | COM | 412822108 | $14.4M | 380,000 | 10.2% |
| CDW Corp(CDW) | COM | 12514G108 | $13.3M | 68,000 | 9.4% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $11.6M | 295,000 | 8.3% |
| Cyberark Software LTD | SHS | M2682V108 | $11.0M | 74,000 | 7.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $10.7M | 23,000 | 7.6% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $9.6M | 42,000 | 6.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.7M | 34,000 | 5.4% |
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $6.7M | 71,000 | 4.7% |
| Intuit(INTU) | COM | 461202103 | $6.7M | 15,000 | 4.7% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $6.4M | 134,000 | 4.5% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $5.9M | 220,000 | 4.2% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $4.5M | 65,000 | 3.2% |
| Tennant Co(TNC) | COM | 880345103 | $685.3K | 10,000 | 0.5% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $497.9K | 4,000 | 0.4% |