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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | 33.42% | 4,122,960 | $358,862,440 | 3,092,220 | 300% | $87.04 | 13F |
| GOOG | ALPHABET INC | 15.55% | 472,644 | $166,999,304 | 354,483 | 300% | $353.33 | 13F |
| GIL | GILDAN ACTIVEWEAR INC | 13.1% | 2,726,756 | $140,700,608 | 2,045,067 | 300% | $51.6 | 13F |
| TDG | TRANSDIGM GROUP INC | 11.99% | 96,680 | $128,781,628 | 72,510 | 300% | $1332.04 | 13F |
| GWRE | GUIDEWIRE SOFTWARE INC | 7.27% | 634,732 | $78,103,772 | 490,549 | 340.23% | $123.05 | 13F |
| MCO | MOODY'S CORP | 5.74% | 136,000 | $61,597,120 | 136,000 | New | $452.92 | 13F |
| SGU | STAR GROUP L P | 5.26% | 4,396,956 | $56,456,916 | 3,297,717 | 300% | $12.84 | 13F |
| LEN | LENNAR CORP-A | 3.98% | 472,000 | $42,711,280 | 354,000 | 300% | $90.49 | 13F |
| NRP | NATURAL RESOURCE PARTNERS LP | 3.69% | 408,228 | $39,598,116 | 306,171 | 300% | $97 | 13F |