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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CARMAX INC | $22.5M | 540000 | 21.98% |
| 2 | CONSTELLATION BRANDS INC | $21.0M | 140000 | 20.56% |
| 3 | BLOCK H & R INC | $15.6M | 490000 | 15.23% |
| 4 | RTX CORPORATION | $14.5M | 75000 | 14.17% |
| 5 | ALPHABET INC | $14.4M | 50100 | 14.07% |
| 6 | CHECK POINT SOFTWARE TECHNOLOGY LT | $14.3M | 100000 | 13.99% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.