Q1 2023 Holdings
Filed 2023-05-12 | 5 holdings | $301.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $150.5M | 2,430,243 | 50.0% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $56.4M | 414,991 | 18.7% |
| Polaris Inc.(PII) | COM | 731068102 | $34.9M | 315,309 | 11.6% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $29.7M | 681,856 | 9.9% |
| Carmax Inc(KMX) | COM | 143130102 | $29.4M | 457,882 | 9.8% |