Instuitional Investor - Oakcliff Capital Partners, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Interactive Brokers Group Inc.	IBKR	339,647	$28,156,736	17.72%
2.	Transdigm Group Inc	TDG	24,308	$24,589,973	15.47%
3.	Gildan Activewear Inc	GIL	615,399	$20,345,091	12.8%
4.	Alphabet Inc.	GOOG	138,880	$19,572,358	12.31%
5.	Guidewire Software Inc.	GWRE	149,435	$16,294,392	10.25%