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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CDNL | CARDINAL INFRASTRUCTURE GROUP | 11.58% | 447,655 | $42,169,101 | 129,655 | 40.77% | $94.2 | 13F |
| ROAD | CONSTRUCTION PARTNERS INC | 9.72% | 298,118 | $35,407,475 | 93,118 | 45.42% | $118.77 | 13F |
| TBBB | BBB FOODS INC | 8.88% | 775,574 | $32,318,169 | 60,574 | 8.47% | $41.67 | 13F |
| GOOGL | ALPHABET INC | 4.22% | 42,968 | $15,355,474 | 16,616 | 63.05% | $357.37 | 13F |
| STEP | STEPSTONE GROUP INC | 3.41% | 300,000 | $12,408,000 | 62,784 | 26.47% | $41.36 | 13F |
| CCJ | CAMECO CORP | 1.52% | 54,347 | $5,534,237 | 23,514 | 76.26% | $101.83 | 13F |
| CVNA | CARVANA CO | 0.24% | 13,316 | $876,459 | 1,316 | 10.97% | $65.82 | 13F |