Q1 2022 Holdings
Filed 2022-05-16 | 14 holdings | $655.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $78.1K | 23,971 | 11.9% |
| Wabtec(WAB) | COM | 929740108 | $77.8K | 809,005 | 11.9% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $76.7K | 382,103 | 11.7% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $55.7K | 554,181 | 8.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $54.4K | 152,127 | 8.3% |
| Union PAC Corp(UNP) | COM | 907818108 | $50.9K | 186,170 | 7.8% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $50.4K | 622,197 | 7.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $39.5K | 177,447 | 6.0% |
| Fiserv Inc(FISV) | COM | 337738108 | $39.3K | 387,076 | 6.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $38.4K | 181,065 | 5.9% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $37.3K | 442,098 | 5.7% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $31.4K | 171,107 | 4.8% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $17.8K | 212,766 | 2.7% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $8.2K | 700,449 | 1.2% |