Q1 2019 Holdings
Filed 2019-05-15 | 17 holdings | $856.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LKQ Corp(LKQ) | COM | 501889208 | $83.4K | 2,940,000 | 9.7% |
| Wabtec Corp(WAB) | COM | 929740108 | $73.7K | 1,000,000 | 8.6% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $71.9K | 1,681,500 | 8.4% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $68.1K | 39,000 | 7.9% |
| Worldpay Inc(WP) | CL A | 981558109 | $58.5K | 515,000 | 6.8% |
| Facebook Inc(META) | CL A | 30303M102 | $58.3K | 350,000 | 6.8% |
| Union Pacific Corp(UNP) | COM | 907818108 | $57.7K | 345,000 | 6.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $57.0K | 365,000 | 6.7% |
| First Data Corp New(FDC) | COM CL A | 32008D106 | $54.5K | 2,075,000 | 6.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $52.8K | 45,000 | 6.2% |
| Owens Corning New(OC) | COM | 690742101 | $49.5K | 1,050,005 | 5.8% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $46.1K | 455,000 | 5.4% |
| Fastenal Co(FAST) | COM | 311900104 | $41.8K | 650,000 | 4.9% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $33.2K | 340,000 | 3.9% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $27.7K | 1,250,000 | 3.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $19.8K | 175,000 | 2.3% |
| Worldpay Inc(WP)Call | CL A | 981558109 | $2.3K | 20,000 | 0.3% |