White Elm Master Offshore, Ltd.

Taken From the combined 2019-09-30 13F-HR Filing of WHITE ELM CAPITAL, LLC

Stock Symbol Security Type Shares Market Value
TransDigm Group Inc TDG SH 50161 26.117 Million
VISA Inc V SH 128000 22.017 Million
Mastercard Inc MA SH 77060 20.927 Million
Autodesk, Inc. ADSK SH 129615 19.144 Million
Texas Pacific Land Trust TPL SH 27101 17.604 Million
Vail Resorts Inc MTN SH 77256 17.58 Million
PayPal Holdings Inc PYPL SH 167700 17.372 Million
ServiceNow Inc NOW SH 67900 17.236 Million
Amazon.com Inc. AMZN SH 9902 17.189 Million
TransUnion TRU SH 202623 16.435 Million
Atlassian Corp Plc TEAM SH 114962 14.421 Million
Palo Alto Networks Inc PANW SH 70438 14.357 Million
Adobe Systems, Inc. ADBE SH 51400 14.199 Million
Black Knight Inc BKI SH 231029 14.107 Million
Guidewire Software, Inc. GWRE SH 128785 13.571 Million
Advanced Drainage Systems Inc WMS SH 419134 13.525 Million
Citigroup, Inc. C SH 189230 13.072 Million
US Foods Holding Corp USFD SH 309593 12.724 Million
Huntington Bancshares, Inc. (Huntington National Bank, Columbus, OH) HBAN SH 886676 12.653 Million
GoDaddy Inc GDDY SH 165997 10.952 Million
Tiffany & Co. (DE) TIF SH 96574 8.946 Million
Wix.com Ltd WIX SH 65409 7.636 Million
Hilton Worldwide Holdings Inc HLT SH 81332 7.573 Million
FleetCor Technologies Inc FLT SH 25964 7.446 Million
Advanced Micro Devices Inc AMD SH 249900 7.245 Million
Tradeweb Markets Inc TW SH 173271 6.408 Million
MSCI Inc MSCI SH 23400 5.095 Million
Thermo Fisher Scientific, Inc. TMO SH 13700 3.99 Million
Fair Isaac Corp FICO SH 12500 3.794 Million
Yum! Brands, Inc. (Tricon Global Restaurants) YUM SH 24500 2.779 Million
CoStar Group Inc CSGP SH 1642 974 Thousand

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