| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FICO | FAIR ISAAC CORP | 3.89% | 260,849 | $390,368,354 | 251,701 | 2751.43% | $1496.53 | 13F |
| CPRT | COPART INC | 1.9% | 4,236,760 | $190,527,097 | 3,036,760 | 253.06% | $44.97 | 13F |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 1.48% | 16,270,128 | $148,220,866 | 1,500,000 | 10.16% | $9.11 | 13F |