Q4 2022 Holdings
Filed 2023-02-14 | 5 holdings | $268.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $125.0M | 2,432,003 | 46.6% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $49.8M | 415,871 | 18.6% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $34.0M | 680,598 | 12.6% |
| Polaris Inc.(PII) | COM | 731068102 | $31.9M | 315,510 | 11.9% |
| Carmax Inc(KMX) | COM | 143130102 | $27.8M | 456,843 | 10.4% |