Q2 2020 Holdings
Filed 2020-08-14 | 17 holdings | $893.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $118.6K | 43,000 | 13.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $78.4K | 585,000 | 8.8% |
| Wabtec(WAB) | COM | 929740108 | $76.3K | 1,325,000 | 8.5% |
| Facebook Inc(META) | CL A | 30303M102 | $76.1K | 335,000 | 8.5% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $69.0K | 523,700 | 7.7% |
| Fiserv Inc(FISV) | COM | 337738108 | $65.4K | 670,000 | 7.3% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $57.9K | 55,000 | 6.5% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $54.2K | 450,000 | 6.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $53.2K | 180,000 | 6.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $43.2K | 750,000 | 4.8% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $40.5K | 350,000 | 4.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $38.9K | 27,500 | 4.4% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $36.8K | 650,000 | 4.1% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $34.6K | 950,000 | 3.9% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $27.1K | 700,000 | 3.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $21.1K | 625,000 | 2.4% |
| Franchise Group Inc(FRG1EUR) | COM | 35180X105 | $2.0K | 90,000 | 0.2% |