Instuitional Investor - Oakcliff Capital Partners, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Interactive Brokers Group Inc.	IBKR	1,030,740	$66,286,889	28.42%
2.	Gildan Activewear Inc	GIL	681,689	$42,578,295	18.25%
3.	Alphabet Inc.	GOOGL	118,161	$37,078,922	15.9%
4.	Transdigm Group Inc	TDG	24,170	$32,142,475	13.78%
5.	Guidewire Software Inc.	GWRE	83,183	$16,720,615	7.17%