Holdings
| META META PLATFORMS INC-CLASS A | $39.9M | 18.7% | 264,159 | +35,600 | +15.6% | Added |
| CMPREUR CIMPRESS NV | $24.3M | 11.4% | 257,326 | — | — | Held |
| YELP YELP INC | $22.1M | 10.4% | 736,000 | +736,000 | — | New |
| GOOG ALPHABET INC-CL C | $21.0M | 9.8% | 23,061 | — | — | Held |
| BROOKFIELD ASSET MGMT INC | $20.4M | 9.6% | 520,454 | — | — | Held |
| DG DOLLAR GENERAL CORP | $20.1M | 9.4% | 278,400 | — | — | Held |
| AKX ANSYS INC | $18.9M | 8.9% | 155,651 | — | — | Held |
| ROP ROPER TECHNOLOGIES INC | $18.1M | 8.5% | 78,305 | −11,948 | −13.2% | Reduced |
| DSGX DESCARTES SYSTEMS GRP | $16.0M | 7.5% | 658,340 | −184,400 | −21.9% | Reduced |
| WK WORKIVA INC | $12.3M | 5.8% | 645,973 | — | — | Held |
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.