White Elm Master Offshore, Ltd.

Taken From the combined 2019-06-30 13F-HR Filing of WHITE ELM CAPITAL, LLC

Stock Symbol Security Type Shares Market Value
TransDigm Group Inc TDG SH 53561 25.913 Million
VISA Inc V SH 138200 23.985 Million
Mastercard Inc MA SH 83860 22.183 Million
Texas Pacific Land Trust TPL SH 24573 19.339 Million
Amazon.com Inc. AMZN SH 9902 18.751 Million
Vail Resorts Inc MTN SH 83356 18.603 Million
ServiceNow Inc NOW SH 67300 18.479 Million
PayPal Holdings Inc PYPL SH 160400 18.359 Million
Autodesk, Inc. ADSK SH 111515 18.166 Million
TransUnion TRU SH 246923 18.151 Million
GoDaddy Inc GDDY SH 251873 17.669 Million
Atlassian Corp Plc TEAM SH 133862 17.515 Million
Palo Alto Networks Inc PANW SH 83638 17.042 Million
Huntington Bancshares, Inc. (Huntington National Bank, Columbus, OH) HBAN SH 1151176 15.909 Million
Citigroup, Inc. C SH 225430 15.787 Million
Philip Morris International Inc PM SH 196340 15.419 Million
Black Knight Inc BKI SH 255429 15.364 Million
Advanced Drainage Systems Inc WMS SH 425209 13.943 Million
Guidewire Software, Inc. GWRE SH 128785 13.056 Million
Tiffany & Co. (DE) TIF SH 133200 12.473 Million
US Foods Holding Corp USFD SH 345093 12.341 Million
Adobe Systems, Inc. ADBE SH 38400 11.315 Million
FleetCor Technologies Inc FLT SH 28264 7.938 Million
MSCI Inc MSCI SH 25900 6.185 Million
Hilton Worldwide Holdings Inc HLT SH 62532 6.112 Million
Wix.com Ltd WIX SH 26609 3.781 Million
Tradeweb Markets Inc TW SH 73771 3.232 Million

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