Q1 2023 Holdings
Filed 2023-05-08 | 12 holdings | $12.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $12.4M | 5,041 | 99.4% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $13.7K | 5,000 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $10.9K | 14,751 | 0.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $8.0K | 250 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $7.1K | 75,977 | 0.1% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $6.7K | 72,801 | 0.1% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $5.4K | 25,579 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $5.4K | 21,271 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $4.2K | 55,078 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $4.1K | 11,978 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.6K | 10,040 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $10 | 100,000 | 0.0% |