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	$70,925,219	30.61%
2.	Gildan Activewear Inc	GIL	681,689	$39,401,624	17.01%
3.	Transdigm Group Inc	TDG	24,170	$31,856,543	13.75%
4.	Alphabet Inc.	GOOGL	118,161	$28,778,112	12.42%
5.	Natural Resource Partners Lp	NRP	169,057	$17,750,985	7.66%