Hedge Fund - Lionstone Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. APG 3,134,700 $74,731,248 20.66%
2. AMZN 334,500 $63,641,970 17.6%
3. GOOGL 342,530 $53,513,462 14.8%
4. CPRT 776,300 $43,930,817 12.15%
5. SPGI 84,000 $42,680,400 11.8%