|
AZO
|
US |
AUTOZONE INC |
7,069 |
$23M |
7.33% |
-
|
- |
|
WSM
|
US |
WILLIAMS-SONOMA INC |
111,994 |
$21M |
6.71% |
-
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
108,100 |
$20M |
6.62% |
17.0%
|
- |
|
STLD
|
US |
STEEL DYNAMICS INC |
168,747 |
$19M |
6.23% |
-
|
- |
|
LPLA
|
US |
LPL FINANCIAL HOLDINGS INC |
48,860 |
$16M |
5.16% |
-
|
- |
|
NMIH
|
US |
NMI HOLDINGS INC |
396,095 |
$15M |
4.71% |
-
|
- |
|
IBKR
|
US |
INTERACTIVE BROKERS GRO-CL A |
81,800 |
$14M |
4.68% |
-
|
- |
|
MLI
|
US |
MUELLER INDUSTRIES INC |
169,280 |
$13M |
4.35% |
-
|
- |
|
ESNT
|
US |
ESSENT GROUP LTD |
224,500 |
$12M |
3.96% |
-
|
- |
|
CACC
|
US |
CREDIT ACCEPTANCE CORP |
25,087 |
$12M |
3.81% |
-
|
- |
|
URI
|
US |
UNITED RENTALS INC |
15,409 |
$11M |
3.51% |
-
|
- |
|
NVR
|
US |
NVR INC |
1,197 |
$10M |
3.17% |
-
|
- |
|
SNA
|
US |
SNAP-ON INC |
27,800 |
$9M |
3.05% |
-
|
- |
|
DDS
|
US |
DILLARDS INC-CL A |
21,538 |
$9M |
3.01% |
-
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
16,475 |
$8M |
2.70% |
-
|
- |
|
UFPI
|
US |
UFP INDUSTRIES INC |
72,300 |
$8M |
2.64% |
-
|
- |
|
LRCX
|
US |
LAM RESEARCH CORP |
109,000 |
$8M |
2.55% |
100.0%
|
- |
|
DFIN
|
US |
DONNELLEY FINANCIAL SOLUTION |
125,000 |
$8M |
2.54% |
100.0%
|
- |
|
YOU
|
US |
CLEAR SECURE INC -CLASS A |
289,135 |
$8M |
2.49% |
-
|
- |
|
KGC
|
US |
KINROSS GOLD CORP |
799,500 |
$7M |
2.40% |
1422.9%
|
- |