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	$89,715,610	33.42%
2.	Alphabet Inc.	GOOGL	118,161	$41,749,826	15.55%
3.	Gildan Activewear Inc	GIL	681,689	$35,175,152	13.1%
4.	Transdigm Group Inc	TDG	24,170	$32,195,407	11.99%
5.	Guidewire Software Inc.	GWRE	158,683	$19,525,943	7.27%