Hedge Fund - Lionstone Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. APG 2,089,800 $75,170,106 19.23%
2. AMZN 334,500 $73,385,955 18.78%
3. GOOGL 342,530 $65,231,413 16.69%
4. CPRT 776,300 $44,551,857 11.4%
5. SPGI 84,000 $41,834,520 10.7%