Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | $19.5M | 290185 | 12.93% |
| 2 | API GROUP CORP | $17.4M | 429870 | 11.57% |
| 3 | HEICO CORP NEW | $16.9M | 80005 | 11.22% |
| 4 | TRANSUNION | $14.4M | 207993 | 9.56% |
| 5 | FERRARI N V | $14.2M | 41939 | 9.43% |
| 6 | SUNBELT RENTALS HOLDINGS INC | $12.7M | 195712 | 8.46% |
| 7 | MOODYS CORP | $12.1M | 27679 | 8.02% |
| 8 | HILTON WORLDWIDE HLDGS INC | $11.9M | 39085 | 7.89% |
| 9 | BOYD GROUP SERVICES INC | $10.1M | 79460 | 6.73% |
| 10 | CLEAN HARBORS INC | $6.7M | 23513 | 4.48% |
| 11 | WASTE CONNECTIONS INC | $6.5M | 40230 | 4.33% |
| 12 | COMPASS INC | $5.1M | 693600 | 3.37% |
| 13 | HUNT J B TRANS SVCS INC | $1.5M | 7200 | 1.01% |
| 14 | OLD DOMINION FREIGHT LINE IN | $1.5M | 7800 | 1.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.