Q3 2020 Holdings
Filed 2020-11-16 | 14 holdings | $939.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $135.4K | 43,000 | 14.4% |
| Facebook Inc(META) | CL A | 30303M102 | $87.7K | 335,000 | 9.3% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $86.1K | 585,000 | 9.2% |
| Fiserv Inc(FISV) | COM | 337738108 | $82.4K | 800,000 | 8.8% |
| Wabtec(WAB) | COM | 929740108 | $82.0K | 1,325,000 | 8.7% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $58.9K | 1,625,000 | 6.3% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $57.6K | 425,000 | 6.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $56.1K | 750,000 | 6.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $56.0K | 45,000 | 6.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $55.6K | 440,000 | 5.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $54.1K | 160,000 | 5.8% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $50.2K | 350,000 | 5.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $40.4K | 27,500 | 4.3% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $37.0K | 700,000 | 3.9% |