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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WEX | WEX INC | 18.03% | 2,105,947 | $500,225,591 | No Change | $237.53 | 13F | |
| ABG | ASBURY AUTO GP | 17.14% | 2,017,402 | $475,663,044 | No Change | $235.78 | 13F | |
| SLM | SLM CORP | 15.47% | 19,697,400 | $429,206,346 | No Change | $21.79 | 13F | |
| CLVT | CLARIVATE PLC | 10.15% | 37,887,185 | $281,501,785 | 109,247 | 0.29% | $7.43 | 13F |
| CNXC | CONCENTRIX CORPORATION | 9.18% | 3,846,370 | $254,706,621 | 443,045 | 13.02% | $66.22 | 13F |
| VAC | MARRIOTT VACATIONS WORLDWIDE Corp | 9.10% | 2,602,411 | $252,433,867 | 1,454,982 | 126.80% | 13D | |
| ENV | ENVESTNET INC | 8.73% | 4,183,865 | $242,287,622 | 32,832 | 0.79% | $57.91 | 13F |
| CCK | CROWN HOLDINGS | 8.44% | 2,955,488 | $234,251,979 | No Change | $79.26 | 13F | |
| WD | WALKER & DUNLOP INC | 3.77% | 1,034,093 | $104,505,439 | 731,714 | 241.99% | $101.06 | 13F |