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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | $118.8M | 377298 | 31.05% |
| 2 | META PLATFORMS INC | $83.3M | 145534 | 21.77% |
| 3 | CREDIT ACCEP CORP MICH | $52.7M | 124160 | 13.77% |
| 4 | INTERACTIVE BROKERS GROUP IN | $51.1M | 757919 | 13.36% |
| 5 | H WORLD GROUP LTD | $28.1M | 558380 | 7.34% |
| 6 | YUM CHINA HLDGS INC | $20.6M | 421539 | 5.37% |
| 7 | MICROSOFT CORP | $9.4M | 25220 | 2.46% |
| 8 | ALPHABET INC | $9.4M | 32520 | 2.44% |
| 9 | SALESFORCE INC | $2.9M | 15511 | 0.76% |
| 10 | DEERE & CO | $2.8M | 5001 | 0.74% |
| 11 | PAYCOM SOFTWARE INC | $2.7M | 21395 | 0.70% |
| 12 | MORNINGSTAR INC | $654K | 3700 | 0.17% |
| 13 | SPOTIFY TECHNOLOGY S A | $242K | 500 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.