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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | $69.1M | 1030740 | 30.50% |
| 2 | GILDAN ACTIVEWEAR INC | $37.9M | 681689 | 16.74% |
| 3 | ALPHABET INC | $33.9M | 118161 | 14.96% |
| 4 | TRANSDIGM GROUP INC | $28.0M | 24170 | 12.36% |
| 5 | GUIDEWIRE SOFTWARE INC | $21.6M | 144183 | 9.51% |
| 6 | STAR GROUP LP | $13.5M | 1099239 | 5.96% |
| 7 | NATURAL RESOURCE PARTNERS LP | $12.3M | 102057 | 5.45% |
| 8 | LENNAR CORP | $10.2M | 118000 | 4.52% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.