Q1 2020 Holdings
Filed 2020-05-15 | 13 holdings | $810.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $115.6K | 950,000 | 14.3% |
| Fiserv Inc(FISV) | COM | 337738108 | $114.0K | 1,200,000 | 14.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $87.7K | 45,000 | 10.8% |
| Facebook Inc(META) | CL A | 30303M102 | $85.9K | 515,000 | 10.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $81.4K | 70,000 | 10.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $71.9K | 850,000 | 8.9% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $63.9K | 1,900,000 | 7.9% |
| Wabtec(WAB) | COM | 929740108 | $63.8K | 1,325,000 | 7.9% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $55.3K | 600,000 | 6.8% |
| Verisign Inc(VRSN) | COM | 92343E102 | $20.7K | 115,000 | 2.6% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $18.1K | 75,000 | 2.2% |
| Grocery Outlet Hldg Corp(GO) | COM | 39874R101 | $17.2K | 500,000 | 2.1% |
| Copart Inc(CPRT) | COM | 217204106 | $15.4K | 225,000 | 1.9% |