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	$69,131,732	30.5%
2.	Gildan Activewear Inc	GIL	681,689	$37,935,993	16.74%
3.	Alphabet Inc.	GOOGL	118,161	$33,895,664	14.96%
4.	Transdigm Group Inc	TDG	24,170	$28,012,063	12.36%
5.	Guidewire Software Inc.	GWRE	144,183	$21,564,009	9.51%