Holdings
| META META PLATFORMS INC-CLASS A | $32.5M | 18.4% | 228,559 | +41,544 | +22.2% | Added |
| CMPREUR CIMPRESS NV | $22.2M | 12.5% | 257,326 | +29,436 | +12.9% | Added |
| DG DOLLAR GENERAL CORP | $19.4M | 11.0% | 278,400 | +278,400 | — | New |
| DSGX DESCARTES SYSTEMS GRP | $19.3M | 10.9% | 842,740 | +91,033 | +12.1% | Added |
| GOOG ALPHABET INC-CL C | $19.1M | 10.8% | 23,061 | +23,061 | — | New |
| BROOKFIELD ASSET MGMT INC | $19.0M | 10.7% | 520,454 | −4,372 | −0.8% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $18.6M | 10.5% | 90,253 | −1,970 | −2.1% | Reduced |
| AKX ANSYS INC | $16.6M | 9.4% | 155,651 | +1,294 | +0.8% | Added |
| WK WORKIVA INC | $10.1M | 5.7% | 645,973 | +645,973 | — | New |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.