| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | 4.39% | 26,063 | $22,637,730 | 1,234 | 4.97% | $868.58 | 13F |
| CDW | CDW CORP | 3.88% | 116,123 | $19,989,385 | 859 | 0.75% | $172.14 | 13F |
| ORLY | OREILLY AUTOMOTIVE INC | 3.64% | 185,210 | $18,774,738 | 172,617 | 1370.74% | $101.37 | 13F |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2.39% | 85,320 | $12,316,851 | 2,949 | 3.58% | $144.36 | 13F |
| POOL | POOL CORP | 1.88% | 31,244 | $9,679,737 | 968 | 3.2% | $309.81 | 13F |