| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC | 6.86% | 512,507 | $41,205,563 | 119,309 | 30.34% | $80.4 | 13F |
| KMX | CARMAX INC | 6.79% | 606,928 | $40,791,631 | 136,860 | 29.11% | $67.21 | 13F |
| NU | NU HLDGS LTD | 6.42% | 2,812,435 | $38,586,608 | 192,187 | 7.33% | $13.72 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 6.27% | 360,379 | $37,659,606 | 54,993 | 18.01% | $104.5 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 5.38% | 148,481 | $32,331,738 | 73,814 | 98.86% | $217.75 | 13F |
| RL | RALPH LAUREN CORP | 5.36% | 117,470 | $32,219,672 | 58,764 | 100.1% | $274.28 | 13F |
| CFLT | CONFLUENT INC | 5.01% | 1,207,633 | $30,106,291 | 148,293 | 14% | $24.93 | 13F |