Hedge Fund - Lionstone Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. APG 2,089,800 $82,066,446 -4% 20.79%
2. AMZN 334,500 $60,337,110 15.29%
3. GOOG 342,530 $52,153,618 13.21%
4. CPRT 776,300 $44,963,296 -8% 11.39%
5. FSV 216,200 $35,845,960 9.08%